McKinley Carter Wealth Services as of Dec. 31, 2012
Portfolio Holdings for McKinley Carter Wealth Services
McKinley Carter Wealth Services holds 64 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Kayne Anderson Energy Total Return Fund | 76.4 | $250M | 10k | 24589.96 | |
iShares Russell 1000 Growth Index (IWF) | 1.9 | $6.1M | 93k | 65.49 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 1.3 | $4.1M | 74k | 55.58 | |
Apple (AAPL) | 1.0 | $3.2M | 6.1k | 532.19 | |
Abbott Laboratories (ABT) | 0.8 | $2.8M | 42k | 65.50 | |
General Electric Company | 0.8 | $2.7M | 130k | 20.99 | |
First Trust Amex Biotech Index Fnd (FBT) | 0.8 | $2.7M | 59k | 45.95 | |
Pfizer (PFE) | 0.8 | $2.7M | 107k | 25.08 | |
McDonald's Corporation (MCD) | 0.8 | $2.6M | 29k | 88.21 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.8 | $2.5M | 61k | 41.35 | |
Philip Morris International (PM) | 0.8 | $2.5M | 29k | 83.63 | |
EMC Corporation | 0.7 | $2.4M | 96k | 25.30 | |
WESCO International (WCC) | 0.7 | $2.4M | 36k | 67.43 | |
iShares Russell 1000 Index (IWB) | 0.7 | $2.4M | 30k | 79.16 | |
Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.7 | $2.4M | 56k | 42.68 | |
Exxon Mobil Corporation (XOM) | 0.7 | $2.2M | 26k | 86.57 | |
Travelers Companies (TRV) | 0.7 | $2.2M | 31k | 71.82 | |
Procter & Gamble Company (PG) | 0.7 | $2.2M | 32k | 67.90 | |
Accenture (ACN) | 0.6 | $1.8M | 27k | 66.49 | |
Unit Corporation | 0.5 | $1.7M | 38k | 45.05 | |
V.F. Corporation (VFC) | 0.5 | $1.7M | 11k | 150.99 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.5 | $1.7M | 9.1k | 185.72 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $1.6M | 37k | 43.97 | |
Agrium | 0.5 | $1.6M | 16k | 99.88 | |
Pepsi (PEP) | 0.5 | $1.6M | 23k | 68.43 | |
DTE Energy Company (DTE) | 0.4 | $1.4M | 24k | 60.03 | |
United Bankshares (UBSI) | 0.4 | $1.4M | 58k | 24.34 | |
Exelon Corporation (EXC) | 0.4 | $1.3M | 45k | 29.74 | |
Apache Corporation | 0.4 | $1.2M | 16k | 78.52 | |
United Technologies Corporation | 0.2 | $822k | 10k | 82.03 | |
Vanguard Financials ETF (VFH) | 0.2 | $731k | 21k | 34.09 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $684k | 15k | 44.32 | |
International Business Machines (IBM) | 0.2 | $543k | 2.8k | 191.67 | |
iShares Russell 2000 Index (IWM) | 0.2 | $552k | 6.5k | 84.35 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $494k | 4.9k | 101.77 | |
At&t (T) | 0.1 | $459k | 14k | 33.69 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $449k | 4.0k | 111.17 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $468k | 3.9k | 121.12 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $434k | 7.6k | 56.89 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $406k | 16k | 25.68 | |
M&T Bank Corporation (MTB) | 0.1 | $379k | 2.8k | 133.97 | |
American Electric Power Company (AEP) | 0.1 | $382k | 8.9k | 42.69 | |
Industrial SPDR (XLI) | 0.1 | $403k | 11k | 37.92 | |
Johnson & Johnson (JNJ) | 0.1 | $362k | 5.2k | 70.16 | |
Verizon Communications (VZ) | 0.1 | $319k | 7.4k | 43.22 | |
Hormel Foods Corporation (HRL) | 0.1 | $335k | 11k | 31.19 | |
Express Scripts Holding | 0.1 | $292k | 5.4k | 54.00 | |
Peabody Energy Corporation | 0.1 | $271k | 10k | 26.58 | |
PPG Industries (PPG) | 0.1 | $258k | 1.9k | 135.36 | |
Altria (MO) | 0.1 | $269k | 8.6k | 31.39 | |
Rockwell Automation (ROK) | 0.1 | $268k | 3.2k | 83.96 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $271k | 5.4k | 50.17 | |
Nuveen Insured Quality Muncipal Fund | 0.1 | $268k | 18k | 14.96 | |
Dominion Resources (D) | 0.1 | $217k | 4.2k | 51.67 | |
Merck & Co (MRK) | 0.1 | $219k | 5.3k | 41.02 | |
Visa (V) | 0.1 | $233k | 1.5k | 151.30 | |
Rogers Communications -cl B (RCI) | 0.1 | $213k | 4.7k | 45.59 | |
Alexion Pharmaceuticals | 0.1 | $216k | 2.3k | 93.79 | |
Nuveen Insured Municipal Opp. Fund | 0.1 | $190k | 12k | 15.31 | |
Western Asset High Incm Fd I (HIX) | 0.1 | $159k | 17k | 9.65 | |
Sirius XM Radio | 0.0 | $123k | 43k | 2.90 | |
Windstream Corporation | 0.0 | $83k | 10k | 8.26 | |
Invesco Mortgage Capital | 0.0 | $75k | 10k | 7.32 | |
Summit Financial | 0.0 | $66k | 14k | 4.86 |