McKinley Carter Wealth Services as of Dec. 31, 2013
Portfolio Holdings for McKinley Carter Wealth Services
McKinley Carter Wealth Services holds 119 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ubs Ag Jersey Brh Alerian Infrst | 7.0 | $7.2M | 182k | 39.43 | |
First Trust Amex Biotech Index Fnd (FBT) | 4.7 | $4.8M | 69k | 69.18 | |
United Bankshares (UBSI) | 4.5 | $4.6M | 146k | 31.45 | |
iShares Russell 1000 Growth Index (IWF) | 3.7 | $3.8M | 45k | 85.96 | |
Exxon Mobil Corporation (XOM) | 3.0 | $3.1M | 31k | 101.21 | |
Apple (AAPL) | 2.9 | $3.0M | 5.3k | 561.09 | |
General Electric Company | 2.7 | $2.7M | 98k | 28.03 | |
WisdomTree Dividend ex-Fin Fund (AIVL) | 2.5 | $2.6M | 38k | 68.42 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.1 | $2.2M | 8.9k | 244.16 | |
Pfizer (PFE) | 2.1 | $2.1M | 70k | 30.62 | |
Pepsi (PEP) | 1.9 | $2.0M | 24k | 82.92 | |
United Technologies Corporation | 1.9 | $1.9M | 17k | 113.83 | |
McDonald's Corporation (MCD) | 1.8 | $1.8M | 19k | 97.01 | |
WESCO International (WCC) | 1.8 | $1.8M | 20k | 91.07 | |
V.F. Corporation (VFC) | 1.7 | $1.8M | 28k | 62.36 | |
TFS Financial Corporation (TFSL) | 1.7 | $1.7M | 20k | 87.91 | |
Procter & Gamble Company (PG) | 1.5 | $1.6M | 19k | 81.42 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $1.5M | 26k | 58.50 | |
iShares Russell 1000 Index (IWB) | 1.4 | $1.5M | 14k | 103.15 | |
Accenture (ACN) | 1.4 | $1.4M | 17k | 82.24 | |
Philip Morris International (PM) | 1.4 | $1.4M | 16k | 87.12 | |
AutoZone (AZO) | 1.2 | $1.2M | 2.5k | 478.00 | |
Express Scripts Holding | 1.2 | $1.2M | 17k | 70.21 | |
AFLAC Incorporated (AFL) | 1.2 | $1.2M | 18k | 66.81 | |
Bed Bath & Beyond | 1.1 | $1.2M | 15k | 80.33 | |
Valspar Corporation | 1.1 | $1.2M | 16k | 71.28 | |
Costco Wholesale Corporation (COST) | 1.1 | $1.1M | 9.6k | 119.02 | |
Wal-Mart Stores (WMT) | 1.1 | $1.1M | 14k | 78.71 | |
Airgas | 1.0 | $1.0M | 9.1k | 111.83 | |
Universal Health Services (UHS) | 1.0 | $1.0M | 13k | 81.24 | |
Vanguard Mega Cap 300 Value Index ETF (MGV) | 1.0 | $1.0M | 19k | 53.99 | |
Walgreen Company | 1.0 | $982k | 17k | 57.44 | |
Unit Corporation | 1.0 | $987k | 19k | 51.60 | |
O'reilly Automotive (ORLY) | 0.9 | $980k | 7.6k | 128.66 | |
Ross Stores (ROST) | 0.9 | $963k | 13k | 74.91 | |
3M Company (MMM) | 0.8 | $838k | 6.0k | 140.30 | |
Mohawk Industries (MHK) | 0.8 | $798k | 5.4k | 148.85 | |
Fiserv (FI) | 0.8 | $802k | 14k | 59.04 | |
TJX Companies (TJX) | 0.8 | $774k | 12k | 63.71 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.7 | $727k | 20k | 36.75 | |
At&t (T) | 0.7 | $716k | 20k | 35.16 | |
C.R. Bard | 0.7 | $698k | 5.2k | 134.02 | |
Praxair | 0.7 | $689k | 5.3k | 130.02 | |
W.W. Grainger (GWW) | 0.7 | $664k | 2.6k | 255.38 | |
Danaher Corporation (DHR) | 0.7 | $672k | 8.7k | 77.17 | |
M&T Bank Corporation (MTB) | 0.6 | $642k | 5.5k | 116.35 | |
Starbucks Corporation (SBUX) | 0.6 | $642k | 8.2k | 78.41 | |
iShares S&P MidCap 400 Index (IJH) | 0.6 | $650k | 4.9k | 133.72 | |
DTE Energy Company (DTE) | 0.6 | $632k | 9.5k | 66.36 | |
Rockwell Automation (ROK) | 0.6 | $635k | 5.4k | 118.18 | |
Patterson Companies (PDCO) | 0.6 | $619k | 15k | 41.23 | |
Cerner Corporation | 0.6 | $603k | 11k | 55.70 | |
Edwards Lifesciences (EW) | 0.6 | $606k | 9.2k | 65.71 | |
FactSet Research Systems (FDS) | 0.6 | $588k | 5.4k | 108.57 | |
iShares MSCI EAFE Index Fund (EFA) | 0.6 | $570k | 8.5k | 67.13 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $520k | 12k | 41.83 | |
Hormel Foods Corporation (HRL) | 0.5 | $525k | 12k | 45.20 | |
Thermo Fisher Scientific (TMO) | 0.5 | $484k | 4.3k | 111.42 | |
iShares Russell 2000 Index (IWM) | 0.5 | $484k | 4.2k | 115.40 | |
Verizon Communications (VZ) | 0.5 | $470k | 9.6k | 49.11 | |
iShares MSCI Japan Index | 0.5 | $476k | 39k | 12.14 | |
International Business Machines (IBM) | 0.4 | $455k | 2.4k | 187.63 | |
Vanguard Financials ETF (VFH) | 0.4 | $441k | 9.9k | 44.38 | |
PPG Industries (PPG) | 0.4 | $419k | 2.2k | 189.51 | |
Merck & Co (MRK) | 0.4 | $418k | 8.4k | 50.05 | |
iShares MSCI United Kingdom Index | 0.4 | $416k | 20k | 20.87 | |
Dick's Sporting Goods (DKS) | 0.4 | $414k | 7.1k | 58.11 | |
Apache Corporation | 0.4 | $413k | 4.8k | 86.02 | |
Eli Lilly & Co. (LLY) | 0.4 | $391k | 7.7k | 50.95 | |
Gilead Sciences (GILD) | 0.4 | $391k | 5.2k | 75.05 | |
Visa (V) | 0.4 | $386k | 1.7k | 222.48 | |
Facebook Inc cl a (META) | 0.4 | $394k | 7.2k | 54.64 | |
Home Depot (HD) | 0.4 | $376k | 4.6k | 82.38 | |
Altria (MO) | 0.4 | $377k | 9.8k | 38.37 | |
Johnson & Johnson (JNJ) | 0.3 | $357k | 3.9k | 91.59 | |
Pimco Total Return Etf totl (BOND) | 0.3 | $364k | 3.5k | 104.69 | |
Abbvie (ABBV) | 0.3 | $359k | 6.8k | 52.83 | |
Abbott Laboratories (ABT) | 0.3 | $353k | 9.2k | 38.34 | |
Chevron Corporation (CVX) | 0.3 | $345k | 2.8k | 125.05 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $332k | 9.5k | 34.95 | |
Exelon Corporation (EXC) | 0.3 | $326k | 12k | 27.42 | |
Alexion Pharmaceuticals | 0.3 | $326k | 2.5k | 133.01 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.3 | $307k | 2.8k | 107.76 | |
iShares S&P 500 Index (IVV) | 0.3 | $299k | 1.6k | 185.71 | |
Microsoft Corporation (MSFT) | 0.3 | $273k | 7.3k | 37.34 | |
Medtronic | 0.3 | $275k | 4.8k | 57.32 | |
ConocoPhillips (COP) | 0.3 | $273k | 3.9k | 70.69 | |
Kayne Anderson Energy Total Return Fund | 0.3 | $274k | 10k | 27.39 | |
Coca-Cola Company (KO) | 0.3 | $266k | 6.4k | 41.33 | |
CSX Corporation (CSX) | 0.3 | $263k | 9.1k | 28.81 | |
Dominion Resources (D) | 0.3 | $267k | 4.1k | 64.73 | |
CVS Caremark Corporation (CVS) | 0.3 | $266k | 3.7k | 71.68 | |
Occidental Petroleum Corporation (OXY) | 0.3 | $268k | 2.8k | 95.24 | |
iShares Russell Midcap Value Index (IWS) | 0.3 | $267k | 4.1k | 65.68 | |
Walt Disney Company (DIS) | 0.2 | $244k | 3.2k | 76.44 | |
Intel Corporation (INTC) | 0.2 | $243k | 9.4k | 25.96 | |
Caterpillar (CAT) | 0.2 | $232k | 2.6k | 90.94 | |
iShares MSCI Germany Index Fund (EWG) | 0.2 | $236k | 7.4k | 31.74 | |
iShares MSCI France Index (EWQ) | 0.2 | $232k | 8.2k | 28.43 | |
Schlumberger (SLB) | 0.2 | $221k | 2.5k | 90.13 | |
American Electric Power Company (AEP) | 0.2 | $223k | 4.8k | 46.78 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $213k | 1.2k | 185.06 | |
Colgate-Palmolive Company (CL) | 0.2 | $212k | 3.3k | 65.23 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $217k | 2.0k | 106.32 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $211k | 1.9k | 108.93 | |
iShares MSCI Switzerland Index Fund (EWL) | 0.2 | $215k | 6.5k | 33.06 | |
MasterCard Incorporated (MA) | 0.2 | $206k | 247.00 | 834.01 | |
Novo Nordisk A/S (NVO) | 0.2 | $205k | 1.1k | 184.68 | |
0.2 | $209k | 187.00 | 1117.65 | ||
Oshkosh Corporation (OSK) | 0.2 | $202k | 4.0k | 50.50 | |
EQT Corporation (EQT) | 0.2 | $201k | 2.2k | 89.89 | |
Rydex S&P Equal Weight ETF | 0.2 | $206k | 2.9k | 71.38 | |
Ishares Tr s^p aggr all (AOA) | 0.2 | $207k | 4.6k | 44.62 | |
iShares MSCI Sweden Index (EWD) | 0.2 | $200k | 5.6k | 35.91 | |
Ford Motor Company (F) | 0.2 | $172k | 11k | 15.44 | |
Weatherford International Lt reg | 0.2 | $169k | 11k | 15.53 | |
Nuance Communications | 0.1 | $152k | 10k | 15.20 | |
Smith & Wesson Holding Corporation | 0.1 | $135k | 10k | 13.50 | |
Summit Financial | 0.1 | $135k | 14k | 9.94 |