McKinley Carter Wealth Services as of Sept. 30, 2011
Portfolio Holdings for McKinley Carter Wealth Services
McKinley Carter Wealth Services holds 69 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares MSCI EAFE Index Fund (EFA) | 15.1 | $18M | 381k | 47.78 | |
Market Vectors Agribusiness | 5.9 | $7.2M | 166k | 43.21 | |
Ipath Dow Jones-aig Commodity (DJP) | 5.8 | $7.0M | 168k | 41.74 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 5.6 | $6.8M | 145k | 46.91 | |
iShares Russell 1000 Growth Index (IWF) | 5.4 | $6.5M | 123k | 52.58 | |
Vanguard Mega Cap 300 Value Index ETF (MGV) | 5.1 | $6.2M | 180k | 34.32 | |
Market Vectors Brazil Small Cap ETF | 3.7 | $4.5M | 114k | 39.20 | |
Apple (AAPL) | 3.4 | $4.1M | 11k | 381.34 | |
McDonald's Corporation (MCD) | 2.9 | $3.5M | 40k | 87.82 | |
Philip Morris International (PM) | 2.5 | $3.0M | 48k | 62.38 | |
Procter & Gamble Company (PG) | 2.4 | $2.9M | 46k | 63.16 | |
First Trust Amex Biotech Index Fnd (FBT) | 2.4 | $2.8M | 86k | 33.05 | |
General Electric Company | 2.2 | $2.6M | 173k | 15.22 | |
Cisco Systems (CSCO) | 2.0 | $2.4M | 158k | 15.50 | |
EMC Corporation | 2.0 | $2.4M | 114k | 20.98 | |
Exxon Mobil Corporation (XOM) | 1.9 | $2.3M | 32k | 72.65 | |
Peabody Energy Corporation | 1.9 | $2.2M | 66k | 33.88 | |
Pfizer (PFE) | 1.9 | $2.2M | 127k | 17.68 | |
Pepsi (PEP) | 1.8 | $2.2M | 35k | 61.90 | |
United Bankshares (UBSI) | 1.4 | $1.7M | 86k | 20.09 | |
Travelers Companies (TRV) | 1.4 | $1.7M | 35k | 48.71 | |
WESCO International (WCC) | 1.3 | $1.6M | 47k | 33.55 | |
Nucor Corporation (NUE) | 1.3 | $1.6M | 49k | 31.64 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $1.5M | 51k | 30.13 | |
Vanguard Financials ETF (VFH) | 1.3 | $1.5M | 62k | 24.92 | |
Unit Corporation | 1.2 | $1.4M | 39k | 36.91 | |
Industrial SPDR (XLI) | 1.1 | $1.4M | 46k | 29.14 | |
Apache Corporation | 1.1 | $1.3M | 17k | 80.22 | |
Best Buy (BBY) | 1.1 | $1.3M | 56k | 23.29 | |
International Business Machines (IBM) | 0.9 | $1.1M | 6.5k | 174.82 | |
iShares Russell 1000 Index (IWB) | 0.9 | $1.0M | 17k | 62.55 | |
iShares Russell 2000 Index (IWM) | 0.8 | $991k | 15k | 64.32 | |
United Technologies Corporation | 0.8 | $972k | 14k | 70.39 | |
iShares S&P MidCap 400 Index (IJH) | 0.8 | $912k | 12k | 77.96 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.6 | $730k | 6.5k | 112.31 | |
Intel Corporation (INTC) | 0.6 | $712k | 33k | 21.34 | |
Johnson & Johnson (JNJ) | 0.6 | $693k | 11k | 63.69 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.6 | $662k | 5.8k | 114.28 | |
Ii-vi | 0.5 | $618k | 35k | 17.51 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $582k | 17k | 35.05 | |
BB&T Corporation | 0.5 | $567k | 27k | 21.32 | |
At&t (T) | 0.4 | $434k | 15k | 28.49 | |
Verizon Communications (VZ) | 0.3 | $404k | 11k | 36.79 | |
iShares Russell Midcap Value Index (IWS) | 0.3 | $402k | 10k | 38.52 | |
Abbott Laboratories (ABT) | 0.3 | $366k | 7.2k | 51.08 | |
Microsoft Corporation (MSFT) | 0.3 | $354k | 14k | 24.91 | |
Visa (V) | 0.3 | $332k | 3.9k | 85.59 | |
3M Company (MMM) | 0.2 | $300k | 4.2k | 71.60 | |
Heartland Payment Systems | 0.2 | $296k | 15k | 19.73 | |
Schlumberger (SLB) | 0.2 | $271k | 4.5k | 59.72 | |
Goldman Sachs (GS) | 0.2 | $254k | 2.7k | 94.39 | |
American Express Company (AXP) | 0.2 | $257k | 5.7k | 44.98 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $253k | 2.3k | 110.10 | |
First Trust ISE Revere Natural Gas | 0.2 | $251k | 16k | 15.86 | |
Caterpillar (CAT) | 0.2 | $243k | 3.3k | 73.86 | |
Coach | 0.2 | $239k | 4.6k | 51.87 | |
Home Depot (HD) | 0.2 | $229k | 7.0k | 32.81 | |
Dominion Resources (D) | 0.2 | $233k | 4.6k | 50.75 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $234k | 2.8k | 84.48 | |
Kraft Foods | 0.2 | $216k | 6.4k | 33.57 | |
Altria (MO) | 0.2 | $215k | 8.0k | 26.81 | |
Dick's Sporting Goods (DKS) | 0.2 | $201k | 6.0k | 33.50 | |
Amgen (AMGN) | 0.2 | $208k | 3.8k | 54.82 | |
Ventas (VTR) | 0.2 | $211k | 4.3k | 49.21 | |
Alpha Natural Resources | 0.1 | $180k | 10k | 17.74 | |
Ford Motor Company (F) | 0.1 | $157k | 16k | 9.69 | |
Summit Financial | 0.1 | $130k | 48k | 2.71 | |
Bank of America Corporation (BAC) | 0.1 | $80k | 13k | 6.12 | |
Nuveen Senior Income Fund | 0.1 | $67k | 10k | 6.70 |