McKinley Carter Wealth Services

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

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Positions held by McKinley Carter Wealth Services, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for McKinley Carter Wealth Services

Companies in the McKinley Carter Wealth Services portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Etf (IWB) 11.6 $52M -21% 275k 187.15
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.6 $30M +41% 285k 103.74
Ishares Tr Msci Usa Mmentm (MTUM) 6.1 $27M +9% 185k 147.40
Ark Etf Tr Innovation Etf (ARKK) 5.1 $23M 247k 92.00
Ishares Tr Core S&p500 Etf (IVV) 4.7 $21M -17% 63k 336.05
Apple (AAPL) 3.6 $16M +303% 137k 115.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.0 $13M -3% 78k 172.86
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $9.3M -30% 132k 70.23
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $9.0M 42k 216.88
Microsoft Corporation (MSFT) 1.8 $8.1M 39k 210.34
Ishares Tr Russell 2000 Etf (IWM) 1.6 $7.1M -11% 47k 149.79
Home Depot (HD) 1.5 $6.5M +2% 24k 277.72
First Tr Exchange-traded Ny Arca Biotech (FBT) 1.4 $6.4M 41k 157.26
Costco Wholesale Corporation (COST) 1.4 $6.3M +7% 18k 354.99

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Accenture Plc Ireland Shs Class A (ACN) 1.4 $6.2M +5% 28k 225.99
Thermo Fisher Scientific (TMO) 1.4 $6.1M +3% 14k 441.54
Intuit (INTU) 1.3 $5.7M 17k 326.22
Starbucks Corporation (SBUX) 1.2 $5.5M +8% 64k 85.92
Ishares Tr S&p 500 Val Etf (IVE) 1.2 $5.2M NEW 47k 112.46
Mastercard Incorporated Cl A (MA) 1.2 $5.2M +5% 15k 338.19
Alphabet Cap Stk Cl A (GOOGL) 1.1 $5.1M +7% 3.5k 1465.60
Abbott Laboratories (ABT) 1.1 $5.0M +3% 46k 108.84
UnitedHealth (UNH) 1.1 $4.8M +2% 15k 311.76
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $4.8M -16% 122k 39.35
O'reilly Automotive (ORLY) 1.0 $4.5M 9.7k 461.05
Fiserv (FISV) 1.0 $4.4M +5% 43k 103.05
Global Payments (GPN) 1.0 $4.4M +4% 25k 177.59
Tractor Supply Company (TSCO) 1.0 $4.4M -2% 30k 143.33
Ishares Tr Rus Mdcp Val Etf (IWS) 0.9 $4.1M +1836% 51k 80.84
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $4.1M -12% 22k 185.31
Roper Industries (ROP) 0.9 $4.0M 10k 395.10
S&p Global (SPGI) 0.9 $4.0M +9% 11k 360.56
TJX Companies (TJX) 0.9 $4.0M 72k 55.65
Waste Management (WM) 0.9 $3.9M +2% 35k 113.17
Jacobs Engineering (J) 0.9 $3.9M +9% 42k 92.77
Cerner Corporation (CERN) 0.9 $3.8M +10% 53k 72.30
Lauder Estee Cos Cl A (EL) 0.9 $3.8M 18k 218.24
Qualcomm (QCOM) 0.8 $3.8M NEW 32k 117.67
Akamai Technologies (AKAM) 0.8 $3.8M +2% 34k 110.55
Activision Blizzard (ATVI) 0.8 $3.6M NEW 44k 80.94
Netflix (NFLX) 0.8 $3.5M NEW 6.9k 500.00
Caci Intl Cl A (CACI) 0.8 $3.4M +11% 16k 213.15
RPM International (RPM) 0.7 $3.3M NEW 40k 82.84
Procter & Gamble Company (PG) 0.7 $3.1M +2% 23k 139.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $3.1M NEW 31k 99.32
CarMax (KMX) 0.6 $2.6M NEW 28k 91.89
Pepsi (PEP) 0.6 $2.6M 19k 138.58
McDonald's Corporation (MCD) 0.5 $2.3M +3% 11k 219.46
Lowe's Companies (LOW) 0.5 $2.2M 13k 165.85
Target Corporation (TGT) 0.5 $2.1M +4% 13k 157.42
Vanguard World Fds Consum Stp Etf (VDC) 0.4 $2.0M 12k 163.39
Verizon Communications (VZ) 0.4 $1.9M +16% 33k 59.49
Johnson & Johnson (JNJ) 0.4 $1.9M +8% 13k 148.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.9M 33k 57.39
At&t (T) 0.4 $1.7M +6% 59k 28.51
Pfizer (PFE) 0.4 $1.7M +4% 45k 36.69
Abbvie (ABBV) 0.4 $1.6M +2% 19k 87.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.6M 4.9k 334.83
JPMorgan Chase & Co. (JPM) 0.3 $1.5M +9% 16k 96.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $1.5M 4.4k 338.83
Intel Corporation (INTC) 0.3 $1.5M +5% 28k 51.77
Texas Instruments Incorporated (TXN) 0.3 $1.5M +8% 10k 142.79
Air Products & Chemicals (APD) 0.3 $1.4M +5% 4.8k 297.78
3M Company (MMM) 0.3 $1.4M -7% 8.9k 160.18
Cisco Systems (CSCO) 0.3 $1.4M 36k 39.39
Ecolab (ECL) 0.3 $1.3M -72% 6.7k 199.79
Caterpillar (CAT) 0.3 $1.3M +5% 8.8k 149.17
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $1.3M -5% 18k 72.13
Facebook Cl A (FB) 0.3 $1.2M -2% 4.8k 261.92
Coca-Cola Company (KO) 0.3 $1.2M +13% 24k 49.39
Amazon (AMZN) 0.3 $1.2M +2% 368.00 3149.46
Lockheed Martin Corporation (LMT) 0.2 $1.1M +3% 2.8k 383.34
Medtronic SHS (MDT) 0.2 $1.1M +13% 10k 103.93
Southern Company (SO) 0.2 $990k +7% 18k 54.23
Disney Walt Com Disney (DIS) 0.2 $975k -11% 7.9k 124.05
Ishares Tr U.s. Fin Svc Etf (IYG) 0.2 $929k -69% 7.6k 121.98
T. Rowe Price (TROW) 0.2 $915k +15% 7.1k 128.22
Visa Com Cl A (V) 0.2 $887k +2% 4.4k 199.91
Chevron Corporation (CVX) 0.2 $880k +5% 12k 71.98
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $846k -17% 4.8k 176.36
Merck & Co (MRK) 0.2 $828k -13% 10k 82.97
Realty Income (O) 0.2 $793k +24% 13k 60.73
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.2 $787k -16% 10k 75.45
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $785k -12% 24k 32.61
Automatic Data Processing (ADP) 0.2 $763k +27% 5.5k 139.54
Adobe Systems Incorporated (ADBE) 0.2 $759k 1.5k 490.31
Amgen (AMGN) 0.2 $690k 2.7k 254.14
Danaher Corporation (DHR) 0.1 $662k 3.1k 215.35
Clorox Company (CLX) 0.1 $652k 3.1k 210.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $652k -39% 8.1k 80.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $646k 3.0k 212.99
Us Bancorp Del Com New (USB) 0.1 $629k +3% 18k 35.84
Wal-Mart Stores (WMT) 0.1 $584k 4.2k 139.98
Zoetis Cl A (ZTS) 0.1 $580k 3.5k 165.24
Nike CL B (NKE) 0.1 $555k 4.4k 125.51
BlackRock (BLK) 0.1 $521k -16% 925.00 563.24
Comcast Corp Cl A (CMCSA) 0.1 $508k 11k 46.24
Edwards Lifesciences (EW) 0.1 $502k +8% 6.3k 79.75
Progressive Corporation (PGR) 0.1 $475k 5.0k 94.66
Sherwin-Williams Company (SHW) 0.1 $463k -6% 664.00 697.29
United Bankshares (UBSI) 0.1 $460k 21k 21.45
Prologis (PLD) 0.1 $451k 4.5k 100.62
Vanguard Index Fds Small Cp Etf (VB) 0.1 $432k -8% 2.8k 153.85
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $428k 2.3k 188.55
Gilead Sciences (GILD) 0.1 $389k 6.2k 63.25
Kimberly-Clark Corporation (KMB) 0.1 $383k 2.6k 147.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $358k -22% 2.1k 170.48
Tesla Motors (TSLA) 0.1 $352k NEW 820.00 429.27
Mvb Financial (MVBF) 0.1 $349k 22k 15.95
Colgate-Palmolive Company (CL) 0.1 $339k 4.4k 77.22
Xcel Energy (XEL) 0.1 $338k 4.9k 69.08
Mondelez Intl Cl A (MDLZ) 0.1 $330k 5.7k 57.44
Cintas Corporation (CTAS) 0.1 $326k 980.00 332.65
CVS Caremark Corporation (CVS) 0.1 $325k 5.6k 58.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $320k 1.00 320000.00
Raytheon Technologies Corp (RTX) 0.1 $298k -90% 5.2k 57.61
Duke Energy Corp Com New (DUK) 0.1 $295k 3.3k 88.62
Eversource Energy (ES) 0.1 $293k +3% 3.5k 83.55
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $291k 5.1k 57.37
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $285k -8% 1.9k 147.36
Paychex (PAYX) 0.1 $278k -2% 3.5k 79.82
Philip Morris International (PM) 0.1 $271k -8% 3.6k 75.03
Vanguard World Fds Financials Etf (VFH) 0.1 $268k 4.6k 58.54
Alphabet Cap Stk Cl C (GOOG) 0.1 $267k 182.00 1467.03
Alexion Pharmaceuticals (ALXN) 0.1 $263k 2.3k 114.35
Hershey Company (HSY) 0.1 $262k -13% 1.8k 143.56
American Electric Power Company (AEP) 0.1 $257k 3.1k 81.74
Exxon Mobil Corporation (XOM) 0.1 $253k -22% 7.4k 34.26
Intuitive Surgical Com New (ISRG) 0.1 $248k NEW 350.00 708.57
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $243k -6% 8.9k 27.40
Mid-America Apartment (MAA) 0.1 $235k 2.0k 115.93
American Water Works (AWK) 0.1 $230k 1.6k 144.56
Cincinnati Financial Corporation (CINF) 0.1 $227k NEW 2.9k 77.93
Hca Holdings (HCA) 0.0 $211k NEW 1.7k 124.85
Avangrid (AGR) 0.0 $211k NEW 4.2k 50.37
Travelers Companies (TRV) 0.0 $210k 1.9k 108.30
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $179k 12k 14.73
First Commonwealth Financial (FCF) 0.0 $97k 13k 7.76
Antero Res (AR) 0.0 $42k 15k 2.78

Past Filings by McKinley Carter Wealth Services

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

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