McKinley Carter Wealth Services 13F filings and top holdings and stakes - stockzoa
McKinley Carter Wealth Services

McKinley Carter Wealth Services as of Dec. 31, 2017

Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 153 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
iShares Russell 1000 Index (IWB) 15.1 $44M 296k 148.61
iShares Dow Jones US Financial Svc. (IYG) 6.0 $17M 133k 130.45
iShares S&P 500 Index (IVV) 3.7 $11M 40k 268.84
SPDR Dow Jones Global Real Estate (RWO) 3.7 $11M 219k 48.88
First Tr Exchange-traded Fd no amer energy (EMLP) 3.6 $11M 429k 24.56
Ishares Tr Msci Usa Momentum Factor (MTUM) 2.8 $8.3M 80k 103.14
iShares Russell 1000 Value Index (IWD) 2.2 $6.5M 53k 124.34
First Trust Amex Biotech Index Fnd (FBT) 2.2 $6.4M 52k 124.58
Vanguard Mid-Cap ETF (VO) 2.1 $6.3M 40k 154.78
iShares Russell 1000 Growth Index (IWF) 2.0 $5.9M 44k 134.69
iShares S&P MidCap 400 Index (IJH) 1.7 $5.1M 27k 189.78
Pepsi (PEP) 1.7 $5.0M 42k 119.92
Apple (AAPL) 1.6 $4.6M 27k 169.22
Vanguard Consumer Staples ETF (VDC) 1.6 $4.5M 31k 146.05
Home Depot (HD) 1.3 $3.9M 21k 189.52
3M Company (MMM) 1.1 $3.2M 14k 235.37
United Technologies Corporation 1.1 $3.1M 25k 127.55
Accenture (ACN) 1.0 $3.0M 20k 153.08
Becton, Dickinson and (BDX) 1.0 $3.0M 14k 214.03
UnitedHealth (UNH) 1.0 $3.0M 14k 220.47
Exxon Mobil Corporation (XOM) 1.0 $3.0M 35k 83.65
Dollar Tree (DLTR) 1.0 $2.9M 27k 107.33
Fiserv (FI) 1.0 $2.8M 22k 131.12
Costco Wholesale Corporation (COST) 0.9 $2.7M 15k 186.14
Thermo Fisher Scientific (TMO) 0.9 $2.6M 14k 189.86
Expeditors International of Washington (EXPD) 0.9 $2.6M 40k 64.68
SPDR DJ Wilshire Large Cap (SPLG) 0.9 $2.6M 83k 31.31
Clorox Company (CLX) 0.9 $2.5M 17k 148.72
Aptar (ATR) 0.9 $2.5M 29k 86.29
Hershey Company (HSY) 0.8 $2.5M 22k 113.53
Cognizant Technology Solutions (CTSH) 0.8 $2.5M 35k 71.02
Starbucks Corporation (SBUX) 0.8 $2.4M 43k 57.43
Church & Dwight (CHD) 0.8 $2.5M 49k 50.17
iShares Russell 2000 Index (IWM) 0.8 $2.4M 16k 152.48
Cerner Corporation 0.8 $2.3M 35k 67.38
TJX Companies (TJX) 0.8 $2.3M 30k 76.47
iShares Russell Midcap Index Fund (IWR) 0.8 $2.3M 11k 208.17
O'reilly Automotive (ORLY) 0.8 $2.2M 9.3k 240.56
Express Scripts Holding 0.8 $2.2M 30k 74.64
SPDR S&P MidCap 400 ETF (MDY) 0.7 $2.1M 6.1k 345.36
United Bankshares (UBSI) 0.7 $2.0M 59k 34.75
Caterpillar (CAT) 0.7 $1.9M 12k 157.57
Procter & Gamble Company (PG) 0.7 $1.9M 21k 91.86
Ecolab (ECL) 0.7 $1.9M 14k 134.16
Universal Health Services (UHS) 0.7 $1.9M 17k 113.34
WisdomTree Dividend ex-Fin Fund (AIVL) 0.6 $1.9M 21k 88.38
Walt Disney Company (DIS) 0.6 $1.8M 17k 107.50
Zimmer Holdings (ZBH) 0.6 $1.6M 14k 120.66
McCormick & Company, Incorporated (MKC) 0.5 $1.6M 15k 101.92
Roper Industries (ROP) 0.5 $1.5M 5.9k 258.95
McDonald's Corporation (MCD) 0.5 $1.5M 8.8k 172.16
iShares S&P SmallCap 600 Index (IJR) 0.5 $1.4M 19k 76.82
Waste Management (WM) 0.5 $1.4M 16k 86.28
iShares Russell Midcap Growth Idx. (IWP) 0.5 $1.4M 11k 120.62
Walgreen Boots Alliance (WBA) 0.5 $1.4M 19k 72.63
At&t (T) 0.5 $1.3M 34k 38.89
Ford Motor Company (F) 0.5 $1.3M 104k 12.49
Microsoft Corporation (MSFT) 0.4 $1.2M 15k 85.51
Johnson & Johnson (JNJ) 0.4 $1.3M 9.0k 139.74
Philip Morris International (PM) 0.4 $1.2M 11k 105.68
Facebook Inc cl a (META) 0.4 $1.2M 6.7k 176.51
SPDR DJ Wilshire Mid Cap (SPMD) 0.4 $1.1M 32k 33.37
Henry Schein (HSIC) 0.3 $1.0M 15k 69.90
JPMorgan Chase & Co. (JPM) 0.3 $978k 9.1k 106.96
Alphabet Inc Class A cs (GOOGL) 0.3 $973k 924.00 1053.03
Pfizer (PFE) 0.3 $902k 25k 36.20
Spdr S&p 500 Etf (SPY) 0.3 $903k 3.4k 267.00
Berkshire Hathaway (BRK.A) 0.3 $893k 3.00 297666.67
Travelers Companies (TRV) 0.3 $866k 6.4k 135.63
Sherwin-Williams Company (SHW) 0.3 $848k 2.1k 410.06
iShares Russell Midcap Value Index (IWS) 0.3 $820k 9.2k 89.17
Mondelez Int (MDLZ) 0.3 $804k 19k 42.81
V.F. Corporation (VFC) 0.3 $776k 11k 74.04
International Business Machines (IBM) 0.3 $782k 5.1k 153.48
Amazon (AMZN) 0.3 $791k 676.00 1170.12
Schwab Strategic Tr us lrg cap etf (SCHX) 0.3 $771k 12k 63.81
Intuit (INTU) 0.3 $754k 4.8k 157.74
Verizon Communications (VZ) 0.2 $721k 14k 52.91
iShares Russell 3000 Value Index (IUSV) 0.2 $741k 13k 55.41
Wal-Mart Stores (WMT) 0.2 $712k 7.2k 98.75
Altria (MO) 0.2 $684k 9.6k 71.44
Intel Corporation (INTC) 0.2 $667k 15k 46.15
Lowe's Companies (LOW) 0.2 $664k 7.1k 92.93
Abbvie (ABBV) 0.2 $661k 6.8k 96.65
Cisco Systems (CSCO) 0.2 $631k 17k 38.31
Air Products & Chemicals (APD) 0.2 $631k 3.8k 164.15
Chevron Corporation (CVX) 0.2 $623k 5.0k 125.20
PowerShares Dynamic Energy Sector 0.2 $605k 15k 39.50
American Electric Power Company (AEP) 0.2 $593k 8.1k 73.57
Netflix (NFLX) 0.2 $576k 3.0k 192.00
BlackRock (BLK) 0.2 $562k 1.1k 513.71
Vanguard Financials ETF (VFH) 0.2 $516k 7.4k 70.02
Nike (NKE) 0.2 $501k 8.0k 62.55
J&J Snack Foods (JJSF) 0.2 $497k 3.3k 151.89
Fastenal Company (FAST) 0.2 $458k 8.4k 54.69
Hormel Foods Corporation (HRL) 0.2 $472k 13k 36.38
MasterCard Incorporated (MA) 0.1 $434k 2.9k 151.22
Mohawk Industries (MHK) 0.1 $430k 1.6k 275.82
Amgen (AMGN) 0.1 $438k 2.5k 173.74
Mvb Financial (MVBF) 0.1 $440k 22k 20.11
Alphabet Inc Class C cs (GOOG) 0.1 $442k 422.00 1047.39
Coca-Cola Company (KO) 0.1 $413k 9.0k 45.85
Kimberly-Clark Corporation (KMB) 0.1 $409k 3.4k 120.65
Vanguard Total Stock Market ETF (VTI) 0.1 $412k 3.0k 137.10
iShares S&P SmallCap 600 Growth (IJT) 0.1 $417k 2.5k 170.20
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $412k 2.7k 153.56
Sch Us Mid-cap Etf etf (SCHM) 0.1 $396k 7.4k 53.28
U.S. Bancorp (USB) 0.1 $387k 7.2k 53.52
Cincinnati Financial Corporation (CINF) 0.1 $370k 4.9k 75.07
Visa (V) 0.1 $386k 3.4k 114.07
Oshkosh Corporation (OSK) 0.1 $364k 4.0k 91.00
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.1 $368k 4.8k 76.56
T. Rowe Price (TROW) 0.1 $342k 3.3k 105.00
Lockheed Martin Corporation (LMT) 0.1 $358k 1.1k 321.08
Target Corporation (TGT) 0.1 $350k 5.4k 65.24
Berkshire Hathaway (BRK.B) 0.1 $333k 1.7k 197.98
Paychex (PAYX) 0.1 $331k 4.9k 68.06
Wells Fargo & Company (WFC) 0.1 $318k 5.2k 60.63
Danaher Corporation (DHR) 0.1 $308k 3.3k 92.74
Gilead Sciences (GILD) 0.1 $322k 4.5k 71.71
Celgene Corporation 0.1 $328k 3.1k 104.33
National Retail Properties (NNN) 0.1 $321k 7.4k 43.19
Simon Property (SPG) 0.1 $315k 1.8k 171.57
Ark Etf Tr innovation etf (ARKK) 0.1 $331k 8.9k 37.11
Comcast Corporation (CMCSA) 0.1 $283k 7.1k 40.02
Pulte (PHM) 0.1 $288k 8.6k 33.30
NiSource (NI) 0.1 $297k 12k 25.71
Colgate-Palmolive Company (CL) 0.1 $291k 3.9k 75.47
Merck & Co (MRK) 0.1 $288k 5.1k 56.33
SPDR DJ Wilshire Large Cap Value (SPYV) 0.1 $288k 9.4k 30.65
Medtronic (MDT) 0.1 $303k 3.7k 80.84
Kraft Heinz (KHC) 0.1 $305k 3.9k 77.85
Bank of New York Mellon Corporation (BK) 0.1 $257k 4.8k 53.90
Adobe Systems Incorporated (ADBE) 0.1 $260k 1.5k 174.97
General Dynamics Corporation (GD) 0.1 $258k 1.3k 203.31
Alexion Pharmaceuticals 0.1 $275k 2.3k 119.57
Duke Energy (DUK) 0.1 $259k 3.1k 84.04
Dowdupont 0.1 $273k 3.8k 71.30
Abbott Laboratories (ABT) 0.1 $222k 3.9k 57.11
General Electric Company 0.1 $232k 13k 17.43
CVS Caremark Corporation (CVS) 0.1 $226k 3.1k 72.39
General Mills (GIS) 0.1 $231k 3.9k 59.23
Brookfield Infrastructure Part (BIP) 0.1 $219k 4.9k 44.90
Marathon Oil Corporation (MRO) 0.1 $233k 14k 16.95
Allegiant Travel Company (ALGT) 0.1 $233k 1.5k 155.02
City Holding Company (CHCO) 0.1 $225k 3.3k 67.59
WesBan (WSBC) 0.1 $232k 5.7k 40.73
Monsanto Company 0.1 $218k 1.9k 116.89
SYSCO Corporation (SYY) 0.1 $202k 3.3k 60.77
Compass Diversified Holdings (CODI) 0.1 $217k 13k 16.95
Spdr Ser Tr spdr russel 2000 (SPSM) 0.1 $210k 7.0k 30.22
First Commonwealth Financial (FCF) 0.1 $185k 13k 14.31
PowerShares Preferred Portfolio 0.1 $185k 13k 14.85