McKinley Carter Wealth Services as of Dec. 31, 2011
Portfolio Holdings for McKinley Carter Wealth Services
McKinley Carter Wealth Services holds 75 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares MSCI EAFE Index Fund (EFA) | 13.0 | $18M | 356k | 49.43 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 6.3 | $8.5M | 164k | 52.00 | |
Vanguard Mega Cap 300 Value Index ETF (MGV) | 6.0 | $8.2M | 215k | 38.17 | |
iShares Russell 1000 Growth Index (IWF) | 5.3 | $7.2M | 124k | 57.79 | |
Market Vectors Agribusiness | 5.2 | $7.1M | 150k | 47.15 | |
Ipath Dow Jones-aig Commodity (DJP) | 5.2 | $7.1M | 167k | 42.24 | |
Apple (AAPL) | 3.2 | $4.4M | 11k | 401.62 | |
McDonald's Corporation (MCD) | 2.9 | $4.0M | 39k | 100.32 | |
Philip Morris International (PM) | 2.3 | $3.1M | 40k | 78.49 | |
First Trust Amex Biotech Index Fnd (FBT) | 2.2 | $3.0M | 93k | 32.66 | |
General Electric Company | 2.2 | $3.0M | 167k | 17.91 | |
Procter & Gamble Company (PG) | 2.2 | $2.9M | 44k | 66.71 | |
Cisco Systems (CSCO) | 2.0 | $2.8M | 154k | 17.92 | |
Pfizer (PFE) | 2.0 | $2.7M | 126k | 21.64 | |
Abbott Laboratories (ABT) | 2.0 | $2.7M | 48k | 56.22 | |
Exxon Mobil Corporation (XOM) | 2.0 | $2.7M | 31k | 84.75 | |
WESCO International (WCC) | 1.8 | $2.5M | 47k | 53.01 | |
EMC Corporation | 1.8 | $2.4M | 113k | 21.31 | |
United Bankshares (UBSI) | 1.7 | $2.3M | 83k | 28.27 | |
Pepsi (PEP) | 1.7 | $2.3M | 35k | 65.39 | |
Peabody Energy Corporation | 1.6 | $2.1M | 64k | 33.10 | |
Market Vectors Brazil Small Cap ETF | 1.6 | $2.1M | 58k | 36.44 | |
Travelers Companies (TRV) | 1.5 | $2.1M | 35k | 59.18 | |
Nucor Corporation (NUE) | 1.4 | $1.9M | 49k | 39.56 | |
iShares MSCI Brazil Small Cap Index ETF (EWZS) | 1.4 | $1.9M | 84k | 22.30 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $1.8M | 55k | 33.25 | |
Unit Corporation | 1.3 | $1.8M | 39k | 46.40 | |
Vanguard Financials ETF (VFH) | 1.3 | $1.7M | 63k | 27.63 | |
Industrial SPDR (XLI) | 1.2 | $1.7M | 50k | 33.75 | |
V.F. Corporation (VFC) | 1.1 | $1.6M | 12k | 126.98 | |
Apache Corporation | 1.1 | $1.5M | 17k | 87.32 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.9 | $1.2M | 29k | 40.90 | |
iShares Russell 1000 Index (IWB) | 0.8 | $1.2M | 17k | 69.39 | |
International Business Machines (IBM) | 0.8 | $1.1M | 6.2k | 176.49 | |
United Technologies Corporation | 0.7 | $970k | 13k | 73.10 | |
iShares S&P MidCap 400 Index (IJH) | 0.7 | $963k | 11k | 87.57 | |
iShares Russell 2000 Index (IWM) | 0.7 | $922k | 13k | 73.75 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.6 | $748k | 9.2k | 81.69 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.5 | $732k | 6.9k | 105.98 | |
BB&T Corporation | 0.5 | $690k | 27k | 25.17 | |
Intel Corporation (INTC) | 0.5 | $670k | 28k | 24.25 | |
Johnson & Johnson (JNJ) | 0.5 | $657k | 10k | 63.04 | |
Ii-vi | 0.5 | $648k | 35k | 18.36 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $624k | 17k | 35.95 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $467k | 4.3k | 108.78 | |
At&t (T) | 0.3 | $459k | 15k | 30.24 | |
Verizon Communications (VZ) | 0.3 | $438k | 11k | 40.11 | |
Visa (V) | 0.3 | $394k | 3.9k | 101.57 | |
Heartland Payment Systems | 0.3 | $365k | 15k | 24.33 | |
3M Company (MMM) | 0.2 | $342k | 4.2k | 81.62 | |
iShares Russell Midcap Value Index (IWS) | 0.2 | $335k | 7.7k | 43.45 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $323k | 2.9k | 110.16 | |
Schlumberger (SLB) | 0.2 | $310k | 4.5k | 68.31 | |
Microsoft Corporation (MSFT) | 0.2 | $299k | 14k | 21.62 | |
Caterpillar (CAT) | 0.2 | $298k | 3.3k | 90.58 | |
Costco Wholesale Corporation (COST) | 0.2 | $291k | 3.5k | 83.38 | |
Coach | 0.2 | $281k | 4.6k | 60.98 | |
American Express Company (AXP) | 0.2 | $241k | 5.7k | 42.18 | |
Dominion Resources (D) | 0.2 | $244k | 4.6k | 53.11 | |
Amgen (AMGN) | 0.2 | $240k | 3.7k | 64.10 | |
First Trust ISE Revere Natural Gas | 0.2 | $226k | 12k | 18.19 | |
Wal-Mart Stores (WMT) | 0.2 | $222k | 3.7k | 59.87 | |
Dick's Sporting Goods (DKS) | 0.2 | $221k | 6.0k | 36.83 | |
Medco Health Solutions | 0.2 | $213k | 3.8k | 55.91 | |
Walt Disney Company (DIS) | 0.1 | $206k | 5.5k | 37.41 | |
Public Storage (PSA) | 0.1 | $201k | 1.5k | 134.72 | |
Ventas (VTR) | 0.1 | $204k | 3.7k | 55.12 | |
H.J. Heinz Company | 0.1 | $202k | 3.7k | 54.14 | |
Western Asset High Incm Fd I (HIX) | 0.1 | $198k | 21k | 9.66 | |
Ford Motor Company (F) | 0.1 | $171k | 16k | 10.79 | |
Dreyfus Municipal Income | 0.1 | $143k | 15k | 9.86 | |
Corning Incorporated (GLW) | 0.1 | $136k | 11k | 12.95 | |
Summit Financial | 0.1 | $81k | 30k | 2.72 | |
Nuveen Senior Income Fund | 0.1 | $66k | 10k | 6.60 | |
Eastman Kodak Company | 0.0 | $7.0k | 10k | 0.70 |