McKinley Carter Wealth Services

Latest statistics and disclosures from McKinley Carter Wealth Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for McKinley Carter Wealth Services

Companies in the McKinley Carter Wealth Services portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.1 $103M +3% 2.2M 48.03
Ishares Tr Core Us Aggbd Et (AGG) 6.0 $77M 716k 107.10
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.3 $68M +4% 1.3M 51.72
Ishares Tr Rus 1000 Etf (IWB) 4.6 $59M 237k 250.07
Ishares Tr Core S&p500 Etf (IVV) 3.7 $47M +6% 104k 453.69
Ishares Tr S&p 500 Val Etf (IVE) 3.5 $45M +2% 286k 155.72
Ishares Tr Core Msci Eafe (IEFA) 3.5 $44M +13% 636k 69.51
Ishares Tr Msci Usa Mmentm (MTUM) 2.9 $37M -15% 219k 168.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $30M +33% 574k 51.55
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $29M +15% 267k 107.88
Ishares Tr Rus 2000 Val Etf (IWN) 1.9 $25M 154k 161.40
Apple (AAPL) 1.9 $25M 142k 174.61
Ishares Tr National Mun Etf (MUB) 1.8 $24M +10% 215k 109.64
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.8 $23M 320k 72.80

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Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $22M +117% 874k 24.91
Ishares Msci Emrg Chn (EMXC) 1.7 $22M +13% 371k 58.18
Ark Etf Tr Innovation Etf (ARKK) 1.7 $21M +4% 321k 66.29
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $19M -2% 68k 277.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $14M -5% 381k 36.72
Ishares Core Msci Emkt (IEMG) 1.1 $14M +9% 243k 55.55
Microsoft Corporation (MSFT) 1.0 $13M 42k 308.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $12M -9% 88k 134.63
Ishares Tr Rus Mdcp Val Etf (IWS) 0.9 $11M +3% 92k 119.63
Ishares Tr Usd Inv Grde Etf (USIG) 0.8 $11M +13% 196k 55.04
Costco Wholesale Corporation (COST) 0.8 $10M 18k 575.85
Alphabet Cap Stk Cl A (GOOGL) 0.8 $10M +2% 3.7k 2781.33
Ishares Tr Russell 2000 Etf (IWM) 0.7 $9.4M -15% 46k 205.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $9.3M +11% 35k 268.34
Accenture Plc Ireland Shs Class A (ACN) 0.7 $9.0M 27k 337.23
Ishares Tr Mbs Etf (MBB) 0.7 $8.7M +14% 85k 101.87
UnitedHealth (UNH) 0.7 $8.4M +3% 17k 509.96
Intuit (INTU) 0.7 $8.4M 17k 480.83
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $8.3M -9% 83k 100.50
Thermo Fisher Scientific (TMO) 0.6 $7.9M 13k 590.69
Home Depot (HD) 0.6 $7.3M 25k 299.32
O'reilly Automotive (ORLY) 0.6 $7.1M 10k 684.95
Tractor Supply Company (TSCO) 0.5 $6.9M -2% 30k 233.38
Vanguard Index Fds Growth Etf (VUG) 0.5 $6.8M -6% 24k 287.57
Pepsi (PEP) 0.5 $6.5M +99% 39k 167.39
Mastercard Incorporated Cl A (MA) 0.5 $6.4M +5% 18k 357.35
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $6.4M -8% 36k 175.94
Waste Management (WM) 0.5 $6.3M -2% 40k 158.49
Jacobs Engineering (J) 0.5 $6.2M 45k 137.81
Starbucks Corporation (SBUX) 0.5 $6.1M -3% 67k 90.96
Broadcom (AVGO) 0.5 $6.1M +23% 9.6k 629.67
Qualcomm (QCOM) 0.5 $6.1M 40k 152.83
Caci Intl Cl A (CACI) 0.5 $5.9M 20k 301.27
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $5.7M -2% 108k 53.13
Abbott Laboratories (ABT) 0.4 $5.7M -6% 48k 118.35
S&p Global (SPGI) 0.4 $5.6M 14k 410.17
Fiserv (FISV) 0.4 $5.2M +2% 51k 101.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $5.1M -2% 30k 165.99
TJX Companies (TJX) 0.4 $4.9M 81k 60.58
Procter & Gamble Company (PG) 0.4 $4.9M +6% 32k 152.80
Lauder Estee Cos Cl A (EL) 0.4 $4.8M 18k 272.29
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.4 $4.8M +18% 100k 48.46
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $4.7M +7% 148k 31.76
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $4.7M -15% 46k 102.39
Global Payments (GPN) 0.3 $4.2M +6% 31k 136.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $4.2M -16% 92k 46.13
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $4.2M NEW 84k 49.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $4.1M -2% 17k 248.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $4.1M -33% 106k 38.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $4.0M -29% 33k 120.93
Ishares Tr Broad Usd High (USHY) 0.3 $3.9M +13% 101k 38.86
Linde SHS (LIN) 0.3 $3.8M +11% 12k 319.41
Eli Lilly & Co. (LLY) 0.3 $3.8M +544% 13k 286.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.7M -4% 10k 362.52
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.7M -13% 35k 104.60
CarMax (KMX) 0.3 $3.7M 38k 96.49
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $3.5M -13% 28k 125.10
JPMorgan Chase & Co. (JPM) 0.3 $3.3M +4% 24k 136.32
Pfizer (PFE) 0.3 $3.3M +3% 64k 51.78
Abbvie (ABBV) 0.3 $3.2M +5% 20k 162.10
Johnson & Johnson (JNJ) 0.2 $3.2M +12% 18k 177.22
First Tr Value Line Divid In SHS (FVD) 0.2 $3.2M -3% 75k 42.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $3.1M -61% 39k 79.54
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $3.1M +12% 31k 101.35
Stanley Black & Decker (SWK) 0.2 $3.0M +9% 22k 139.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.7M 80k 34.28
Chevron Corporation (CVX) 0.2 $2.7M +2% 17k 162.83
Vanguard Index Fds Value Etf (VTV) 0.2 $2.6M -6% 18k 147.79
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $2.6M -4% 10k 255.71
Lockheed Martin Corporation (LMT) 0.2 $2.5M +2% 5.7k 441.45
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.2 $2.5M -6% 14k 184.67
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $2.5M -6% 11k 237.89
McDonald's Corporation (MCD) 0.2 $2.5M -18% 10k 247.31
Lowe's Companies (LOW) 0.2 $2.4M 12k 202.19
Automatic Data Processing (ADP) 0.2 $2.4M +6% 11k 227.55
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.4M -22% 31k 78.03
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $2.3M -27% 45k 52.45
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $2.3M 12k 195.88
Cisco Systems (CSCO) 0.2 $2.3M +2% 41k 55.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $2.2M -10% 21k 108.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $2.2M +14% 30k 73.72
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $2.2M +19% 23k 97.77
Ishares Em Mkts Div Etf (DVYE) 0.2 $2.2M +14% 68k 32.70
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $2.1M -13% 62k 33.95
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $2.1M -13% 14k 149.13
Texas Instruments Incorporated (TXN) 0.2 $2.0M +7% 11k 183.45
Caterpillar (CAT) 0.2 $2.0M 8.9k 222.84
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.9M -3% 20k 96.25
Us Bancorp Del Com New (USB) 0.2 $1.9M +7% 36k 53.15
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $1.9M -8% 63k 30.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.9M 12k 157.75
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $1.9M -13% 30k 62.09
Ishares Tr Tips Bd Etf (TIP) 0.1 $1.8M -83% 15k 124.58
Target Corporation (TGT) 0.1 $1.8M -22% 8.3k 212.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.8M -23% 14k 122.09
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.7M -4% 8.2k 212.49
Air Products & Chemicals (APD) 0.1 $1.7M +18% 6.8k 249.93
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 3.4k 490.42
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.6M +5% 22k 73.62
Amazon (AMZN) 0.1 $1.6M +17% 496.00 3260.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.6M -36% 3.5k 451.64
3M Company (MMM) 0.1 $1.5M +20% 10k 148.89
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $1.5M +537% 14k 108.11
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.5M -26% 23k 62.93
Comcast Corp Cl A (CMCSA) 0.1 $1.4M +108% 31k 46.84
T. Rowe Price (TROW) 0.1 $1.4M +19% 9.4k 151.17
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.4M +3% 15k 94.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.4M +44% 4.0k 352.91
Medtronic SHS (MDT) 0.1 $1.4M +4% 12k 110.91
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.4M 29k 47.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.3M -6% 5.8k 227.66
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $1.3M 33k 38.78
Ecolab (ECL) 0.1 $1.2M +15% 7.0k 176.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.2M 22k 57.57
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $1.2M +2% 6.5k 187.86
Meta Platforms Cl A (FB) 0.1 $1.2M 5.4k 222.37
Visa Com Cl A (V) 0.1 $1.2M +28% 5.4k 221.77
United Bankshares (UBSI) 0.1 $1.2M 34k 34.88
United Parcel Service CL B (UPS) 0.1 $1.2M +249% 5.5k 214.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.2M 26k 45.17
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.2M +41% 46k 25.12
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $1.1M -26% 24k 46.81
Union Pacific Corporation (UNP) 0.1 $1.1M NEW 4.1k 273.17
Coca-Cola Company (KO) 0.1 $1.1M -44% 18k 62.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.1M -31% 40k 27.76
Clorox Company (CLX) 0.1 $1.1M +264% 7.9k 139.10
Walt Disney Company (DIS) 0.1 $1.1M -9% 8.0k 137.12
Mvb Financial (MVBF) 0.1 $1.1M -53% 26k 41.51
W.W. Grainger (GWW) 0.1 $1.1M NEW 2.1k 515.94
American Tower Reit (AMT) 0.1 $1.1M NEW 4.2k 251.24
Nextera Energy (NEE) 0.1 $1.1M -2% 13k 84.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.0M -2% 14k 76.36
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $983k 6.4k 152.50
Oracle Corporation (ORCL) 0.1 $979k +133% 12k 82.71
Tesla Motors (TSLA) 0.1 $973k +16% 903.00 1077.52
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $940k 11k 83.33
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $920k 13k 68.97
Danaher Corporation (DHR) 0.1 $914k 3.1k 293.23
Southern Company (SO) 0.1 $913k -50% 13k 72.52
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $884k -8% 16k 53.98
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $883k +98% 16k 53.84
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.1 $845k +70% 24k 34.99
Verizon Communications (VZ) 0.1 $831k -42% 16k 50.93
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $831k +13% 8.3k 99.82
At&t (T) 0.1 $810k -43% 34k 23.62
Select Sector Spdr Tr Technology (XLK) 0.1 $789k +36% 5.0k 158.88
Exxon Mobil Corporation (XOM) 0.1 $787k +4% 9.5k 82.60
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.1 $764k NEW 20k 37.85
Ishares Tr Msci Usa Value (VLUE) 0.1 $751k -11% 7.2k 104.55
Prologis (PLD) 0.1 $743k 4.6k 161.45
Edwards Lifesciences (EW) 0.1 $741k 6.3k 117.71
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $739k -9% 9.5k 77.52
Merck & Co (MRK) 0.1 $730k -10% 8.9k 82.07
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $729k +30% 30k 24.64
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $725k 4.6k 158.78
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $724k -2% 8.6k 83.88
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $721k +73% 4.4k 162.20
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $712k 3.9k 181.77
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $710k -11% 6.9k 102.56
Blackstone Group Inc Com Cl A (BX) 0.1 $690k +4% 5.4k 126.93
Ishares Esg Awr Msci Em (ESGE) 0.1 $688k +13% 19k 36.74
Adobe Systems Incorporated (ADBE) 0.1 $682k 1.5k 455.58
Progressive Corporation (PGR) 0.1 $664k 5.8k 114.01
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.1 $661k +168% 19k 34.63
Nike CL B (NKE) 0.1 $645k -4% 4.8k 134.54
Ishares Tr Core Div Grwth (DGRO) 0.1 $643k +13% 12k 53.44
Realty Income (O) 0.0 $621k -56% 9.0k 69.25
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $620k +38% 13k 48.57
Wal-Mart Stores (WMT) 0.0 $612k -17% 4.1k 148.94
Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $605k +21% 17k 36.56
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.0 $592k +62% 17k 35.32
CSX Corporation (CSX) 0.0 $579k 16k 37.44
Life Storage Inc reit (LSI) 0.0 $573k 4.1k 140.37
DTE Energy Company (DTE) 0.0 $570k 4.3k 132.16
Intel Corporation (INTC) 0.0 $563k -61% 11k 49.57
Packaging Corporation of America (PKG) 0.0 $560k -2% 3.6k 156.16
Cintas Corporation (CTAS) 0.0 $552k 1.3k 425.60
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $550k -19% 13k 43.77
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $549k 5.5k 99.04
Paychex (PAYX) 0.0 $534k 3.9k 136.57
Alphabet Cap Stk Cl C (GOOG) 0.0 $533k -9% 191.00 2790.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $529k 1.00 529000.00
Roper Industries (ROP) 0.0 $521k -31% 1.1k 471.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $515k -61% 1.2k 414.99
Duke Energy Corp Com New (DUK) 0.0 $507k 4.5k 111.67
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.0 $502k NEW 15k 33.99
Raytheon Technologies Corp (RTX) 0.0 $497k 5.0k 99.12
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.0 $494k -36% 17k 29.04
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $461k 7.0k 66.23
Spdr Gold Tr Gold Shs (GLD) 0.0 $453k +36% 2.5k 180.69
Cme (CME) 0.0 $447k +2% 1.9k 237.77
Eversource Energy (ES) 0.0 $447k -3% 5.1k 88.13
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) 0.0 $447k 14k 32.71
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $446k -19% 5.4k 82.20
Norfolk Southern (NSC) 0.0 $437k 1.5k 285.06
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $435k -47% 4.1k 107.38
Sherwin-Williams Company (SHW) 0.0 $431k -2% 1.7k 249.42
Zoetis Cl A (ZTS) 0.0 $431k 2.3k 188.62
Vanguard World Fds Financials Etf (VFH) 0.0 $425k +3% 4.6k 93.37
Hca Holdings (HCA) 0.0 $425k 1.7k 250.44
Ishares Tr Modert Alloc Etf (AOM) 0.0 $424k +7% 9.9k 42.94
Amgen (AMGN) 0.0 $410k +8% 1.7k 241.75
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $404k 9.1k 44.16
Astrazeneca Sponsored Adr (AZN) 0.0 $392k 5.9k 66.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $390k -28% 4.9k 78.84
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $385k 7.0k 54.74
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $384k -14% 6.9k 55.57
Colgate-Palmolive Company (CL) 0.0 $382k 5.0k 75.82
CVS Caremark Corporation (CVS) 0.0 $376k -5% 3.7k 101.21
American Electric Power Company (AEP) 0.0 $361k -8% 3.6k 99.72
Cincinnati Financial Corporation (CINF) 0.0 $361k 2.7k 135.92
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $360k 864.00 416.67
Mid-America Apartment (MAA) 0.0 $358k 1.7k 209.72
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $358k 4.7k 75.78
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $354k -6% 9.3k 38.26
Spdr Ser Tr Aerospace Def (XAR) 0.0 $354k 2.8k 124.78
Fifth Third Ban (FITB) 0.0 $333k +2% 7.7k 43.10
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.0 $330k 5.8k 56.58
Travelers Companies (TRV) 0.0 $328k -4% 1.8k 182.93
BlackRock (BLK) 0.0 $327k -6% 427.00 765.81
NiSource (NI) 0.0 $322k 10k 31.79
Kimberly-Clark Corporation (KMB) 0.0 $316k 2.6k 123.24
Hershey Company (HSY) 0.0 $312k 1.4k 216.67
Intuitive Surgical Com New (ISRG) 0.0 $302k -2% 1.0k 301.40
Vanguard World Fds Materials Etf (VAW) 0.0 $298k -35% 1.5k 193.88
Alliant Energy Corporation (LNT) 0.0 $295k -22% 4.7k 62.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $292k -20% 2.9k 100.79
Duke Realty Corp Com New (DRE) 0.0 $290k NEW 5.0k 58.00
Xcel Energy (XEL) 0.0 $289k -5% 4.0k 72.09
Philip Morris International (PM) 0.0 $285k -7% 3.0k 93.97
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $285k 2.8k 101.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $282k -6% 2.5k 112.26
American Water Works (AWK) 0.0 $277k 1.7k 165.77
Ida (IDA) 0.0 $277k 2.4k 115.56
Ishares Tr Esg Msci Usa Etf (USXF) 0.0 $274k +13% 7.7k 35.66
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.0 $274k 8.4k 32.81
Ishares Tr Global 100 Etf (IOO) 0.0 $267k -4% 3.5k 75.98
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $263k -4% 3.9k 67.19
Ishares Tr Core Intl Aggr (IAGG) 0.0 $261k -3% 5.0k 52.05
Broadstone Net Lease (BNL) 0.0 $260k -51% 12k 21.78
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $259k -4% 6.2k 42.06
Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $253k NEW 11k 22.75
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $252k NEW 1.8k 136.96
Dominion Resources (D) 0.0 $251k -9% 3.0k 85.03
Nxp Semiconductors N V (NXPI) 0.0 $250k 1.4k 184.77
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $249k -2% 2.9k 85.89
First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) 0.0 $245k 7.6k 32.24
Wec Energy Group (WEC) 0.0 $241k -14% 2.4k 99.96
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $240k 1.4k 165.75
Select Sector Spdr Tr Financial (XLF) 0.0 $235k 6.1k 38.27
First Commonwealth Financial (FCF) 0.0 $235k +23% 16k 15.16
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $234k 3.5k 66.33
Truist Financial Corp equities (TFC) 0.0 $233k -41% 4.1k 56.59
Bristol Myers Squibb (BMY) 0.0 $232k -6% 3.2k 72.98
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $232k -6% 3.6k 64.73
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $229k 4.2k 54.84
L3harris Technologies (LHX) 0.0 $228k -20% 920.00 247.83
PNC Financial Services (PNC) 0.0 $228k 1.2k 184.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $227k 2.9k 78.19
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $222k -32% 2.4k 93.83
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $216k NEW 784.00 275.51
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $215k -19% 1.2k 180.37
Moderna (MRNA) 0.0 $214k 1.2k 172.58
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $213k -5% 4.4k 48.33
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.0 $212k 5.9k 35.76
NVIDIA Corporation (NVDA) 0.0 $211k 774.00 272.61
Ishares Tr Esg Aware Msci (ESML) 0.0 $209k NEW 5.5k 37.99
Consolidated Edison (ED) 0.0 $204k NEW 2.2k 94.75
Toronto Dominion Bk Ont Com New (TD) 0.0 $203k NEW 2.6k 79.42
Emerson Electric (EMR) 0.0 $203k NEW 2.1k 98.26
Crown Castle Intl (CCI) 0.0 $201k 1.1k 184.40
Pinnacle Financial Partners (PNFP) 0.0 $201k 2.2k 91.86
Dick's Sporting Goods (DKS) 0.0 $200k 2.0k 100.00
Medicenna Therapeutics Corp. (MDNA) 0.0 $101k +529% 79k 1.27
Streamline Health Solutions (STRM) 0.0 $96k 60k 1.60

Past Filings by McKinley Carter Wealth Services

SEC 13F filings are viewable for McKinley Carter Wealth Services going back to 2010

View all past filings