McKinley Carter Wealth Services

McKinley Carter Wealth Services as of March 31, 2025

Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 297 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 6.9 $112M 1.8M 62.10
Ishares Tr Core S&p500 Etf (IVV) 5.8 $94M 168k 561.90
Ishares Tr Rus 1000 Etf (IWB) 5.7 $93M 304k 306.74
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.3 $87M 1.9M 45.65
Ishares Tr Core Msci Eafe (IEFA) 4.0 $65M 857k 75.65
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $62M 628k 98.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $52M 1.0M 50.83
Ishares Tr Us Treas Bd Etf (GOVT) 2.7 $44M 1.9M 22.98
Ishares Tr Morningstar Grwt (ILCG) 2.3 $37M 459k 80.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.0 $33M 286k 116.28
Apple (AAPL) 2.0 $33M 147k 222.13
Ishares Tr Rus Top 200 Etf (IWL) 1.8 $30M 215k 137.41
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $29M 154k 190.58
Select Sector Spdr Tr Financial (XLF) 1.6 $26M 518k 49.81
Ishares Msci Emrg Chn (EMXC) 1.5 $25M 446k 55.09
Ishares Core Msci Emkt (IEMG) 1.4 $23M 432k 53.97
Schwab Strategic Tr Fundamental Intl (FNDF) 1.4 $22M 612k 36.14
Ishares Tr Core Intl Aggr (IAGG) 1.3 $22M 432k 49.99
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $21M 362k 58.35
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $19M 54k 361.09
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $18M 125k 146.01
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $17M 160k 104.57
Microsoft Corporation (MSFT) 1.0 $17M 44k 375.39
Select Sector Spdr Tr Technology (XLK) 1.0 $16M 79k 206.48
Costco Wholesale Corporation (COST) 1.0 $16M 17k 945.77
Ishares Tr Usd Inv Grde Etf (USIG) 1.0 $16M 309k 51.08
Broadcom (AVGO) 0.9 $15M 90k 167.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $13M 178k 73.45
O'reilly Automotive (ORLY) 0.8 $13M 8.7k 1432.50
Fiserv (FI) 0.7 $12M 55k 220.83
Alphabet Cap Stk Cl A (GOOGL) 0.7 $12M 78k 154.64
Mastercard Incorporated Cl A (MA) 0.7 $11M 20k 548.11
Intuit (INTU) 0.7 $11M 18k 613.98
Arthur J. Gallagher & Co. (AJG) 0.7 $11M 31k 345.24
Home Depot (HD) 0.6 $11M 29k 366.49
UnitedHealth (UNH) 0.6 $10M 20k 523.76
TJX Companies (TJX) 0.6 $10M 84k 121.80
W.W. Grainger (GWW) 0.6 $10M 10k 987.87
Waste Management (WM) 0.6 $10M 44k 231.51
McKesson Corporation (MCK) 0.6 $9.4M 14k 673.01
Amazon (AMZN) 0.6 $9.3M 49k 190.26
Netflix (NFLX) 0.6 $9.0M 9.6k 932.53
Meta Platforms Cl A (META) 0.5 $8.7M 15k 576.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $8.6M 167k 51.49
Linde SHS (LIN) 0.5 $8.6M 18k 465.64
NVIDIA Corporation (NVDA) 0.5 $8.2M 76k 108.38
Select Sector Spdr Tr Energy (XLE) 0.5 $7.7M 82k 93.45
Caci Intl Cl A (CACI) 0.5 $7.5M 21k 366.92
Jacobs Engineering Group (J) 0.4 $7.1M 59k 120.89
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $7.1M 358k 19.78
Vanguard Index Fds Growth Etf (VUG) 0.4 $6.9M 19k 370.82
Vanguard World Energy Etf (VDE) 0.4 $6.6M 51k 129.71
Acuity Brands (AYI) 0.4 $6.4M 24k 263.35
JPMorgan Chase & Co. (JPM) 0.4 $6.4M 26k 245.30
Pepsi (PEP) 0.4 $6.1M 40k 149.94
Ishares Tr Russell 2000 Etf (IWM) 0.4 $5.9M 29k 199.49
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $5.8M 79k 73.69
Procter & Gamble Company (PG) 0.3 $5.7M 33k 170.42
Hubbell (HUBB) 0.3 $5.6M 17k 330.90
Ishares Tr Msci Eafe Etf (EFA) 0.3 $5.4M 67k 81.73
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $5.2M 80k 65.76
Eli Lilly & Co. (LLY) 0.3 $5.1M 6.2k 825.91
Ishares Tr S&p 100 Etf (OEF) 0.3 $5.1M 19k 270.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $5.0M 82k 60.66
Adobe Systems Incorporated (ADBE) 0.3 $4.9M 13k 383.53
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $4.8M 48k 100.00
Ishares Tr Mbs Etf (MBB) 0.3 $4.8M 51k 93.78
Abbvie (ABBV) 0.3 $4.6M 22k 209.52
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $4.6M 37k 121.91
Novo-nordisk A S Adr (NVO) 0.3 $4.5M 65k 69.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.5M 9.5k 468.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $4.4M 8.5k 513.91
McDonald's Corporation (MCD) 0.2 $4.0M 13k 312.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.0M 5.00 798441.60
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $3.9M 33k 117.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.9M 21k 188.16
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.8M 12k 312.05
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $3.7M 73k 51.55
Automatic Data Processing (ADP) 0.2 $3.6M 12k 305.52
Chevron Corporation (CVX) 0.2 $3.5M 21k 167.29
Johnson & Johnson (JNJ) 0.2 $3.3M 20k 165.84
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.2 $3.2M 110k 29.54
Lowe's Companies (LOW) 0.2 $3.1M 14k 233.22
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $3.1M 38k 81.69
Caterpillar (CAT) 0.2 $3.0M 9.1k 329.79
Lockheed Martin Corporation (LMT) 0.2 $3.0M 6.7k 446.71
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.2 $2.9M 61k 46.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.8M 15k 186.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $2.8M 11k 251.77
Bank of New York Mellon Corporation (BK) 0.2 $2.7M 33k 83.87
Visa Com Cl A (V) 0.2 $2.7M 7.8k 350.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $2.7M 68k 39.37
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.6M 48k 54.76
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $2.6M 55k 47.48
Ishares Tr National Mun Etf (MUB) 0.2 $2.6M 25k 105.44
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.6M 15k 170.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $2.6M 26k 97.48
Ishares Tr Intl Div Grwth (IGRO) 0.2 $2.5M 35k 72.44
Nextera Energy (NEE) 0.1 $2.4M 34k 70.89
Starbucks Corporation (SBUX) 0.1 $2.4M 24k 98.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.3M 28k 85.07
Air Products & Chemicals (APD) 0.1 $2.3M 8.0k 294.94
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $2.3M 47k 48.35
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.3M 10k 221.76
Texas Instruments Incorporated (TXN) 0.1 $2.2M 12k 179.69
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $2.2M 34k 65.17
Morgan Stanley Com New (MS) 0.1 $2.2M 18k 116.67
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $2.1M 59k 36.41
General Dynamics Corporation (GD) 0.1 $2.0M 7.5k 272.60
Merck & Co (MRK) 0.1 $2.0M 23k 89.76
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.1 $2.0M 83k 23.66
Progressive Corporation (PGR) 0.1 $2.0M 6.9k 283.00
Illinois Tool Works (ITW) 0.1 $1.9M 7.8k 248.00
City Holding Company (CHCO) 0.1 $1.9M 16k 117.47
Medtronic SHS (MDT) 0.1 $1.9M 21k 89.86
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.8M 30k 61.78
First Tr Value Line Divid In SHS (FVD) 0.1 $1.8M 41k 44.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.8M 36k 49.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.8M 3.2k 559.35
Thermo Fisher Scientific (TMO) 0.1 $1.8M 3.5k 497.56
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.7M 6.8k 258.61
Vanguard Index Fds Value Etf (VTV) 0.1 $1.7M 10k 172.74
Exxon Mobil Corporation (XOM) 0.1 $1.7M 14k 118.93
Mondelez Intl Cl A (MDLZ) 0.1 $1.7M 25k 67.85
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.7M 32k 52.37
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 3.2k 533.48
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $1.6M 31k 52.38
Comcast Corp Cl A (CMCSA) 0.1 $1.6M 44k 36.90
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.6M 5.7k 274.86
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.6M 19k 81.67
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.1 $1.5M 37k 41.50
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $1.5M 35k 43.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M 8.7k 173.23
Tractor Supply Company (TSCO) 0.1 $1.5M 27k 55.10
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.5M 12k 124.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.5M 2.8k 532.58
Vanguard World Consum Stp Etf (VDC) 0.1 $1.5M 6.7k 218.81
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.4M 5.5k 255.53
T. Rowe Price (TROW) 0.1 $1.3M 15k 91.87
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.1 $1.3M 27k 49.89
United Parcel Service CL B (UPS) 0.1 $1.3M 12k 109.99
Wal-Mart Stores (WMT) 0.1 $1.3M 15k 87.79
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $1.3M 30k 42.08
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.3M 6.2k 202.15
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.3M 15k 82.94
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $1.3M 7.4k 170.12
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.2M 18k 66.34
Genuine Parts Company (GPC) 0.1 $1.2M 10k 119.14
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.1 $1.1M 27k 42.20
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.1 $1.1M 25k 44.55
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $1.1M 18k 64.05
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $1.1M 24k 46.18
Ishares Tr Broad Usd High (USHY) 0.1 $1.1M 29k 36.81
United Bankshares (UBSI) 0.1 $1.1M 31k 34.67
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.1M 30k 34.95
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $1.0M 26k 39.36
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.0M 20k 51.18
Oracle Corporation (ORCL) 0.1 $966k 6.9k 139.81
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $957k 12k 82.18
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $945k 23k 41.92
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.1 $941k 23k 40.89
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.1 $936k 24k 38.35
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $936k 42k 22.08
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 0.1 $933k 19k 50.36
Ishares Tr Esg Select Scre (XJH) 0.1 $926k 24k 39.07
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $913k 32k 29.01
Alphabet Cap Stk Cl C (GOOG) 0.1 $904k 5.8k 156.23
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $897k 5.2k 173.56
Vanguard World Inf Tech Etf (VGT) 0.1 $842k 1.6k 542.32
Truist Financial Corp equities (TFC) 0.0 $809k 20k 41.15
Abbott Laboratories (ABT) 0.0 $792k 6.0k 132.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $791k 8.5k 92.83
Cintas Corporation (CTAS) 0.0 $786k 3.8k 205.55
Coca-Cola Company (KO) 0.0 $727k 10k 71.62
Global Payments (GPN) 0.0 $722k 7.4k 97.93
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.0 $718k 23k 31.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $712k 6.7k 105.61
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.0 $706k 19k 37.68
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $698k 6.2k 113.12
Packaging Corporation of America (PKG) 0.0 $688k 3.5k 198.02
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $680k 6.9k 98.70
Blackstone Group Inc Com Cl A (BX) 0.0 $677k 4.8k 139.78
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $672k 17k 39.68
Ishares U S Etf Tr Short Maturity M (MEAR) 0.0 $668k 13k 50.24
Tesla Motors (TSLA) 0.0 $656k 2.5k 259.16
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $653k 14k 45.49
Extra Space Storage (EXR) 0.0 $642k 4.3k 148.49
Duke Energy Corp Com New (DUK) 0.0 $635k 5.2k 121.96
Spdr Gold Tr Gold Shs (GLD) 0.0 $624k 2.2k 288.14
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $620k 14k 43.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $616k 4.1k 150.98
Danaher Corporation (DHR) 0.0 $616k 3.0k 205.02
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $615k 12k 49.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $610k 14k 45.26
At&t (T) 0.0 $572k 20k 28.28
Raytheon Technologies Corp (RTX) 0.0 $565k 4.3k 132.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $558k 22k 25.04
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $557k 2.5k 222.15
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $545k 11k 47.63
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $545k 19k 28.86
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $540k 22k 24.95
Walt Disney Company (DIS) 0.0 $531k 5.4k 98.71
DTE Energy Company (DTE) 0.0 $529k 3.8k 138.27
Ecolab (ECL) 0.0 $525k 2.1k 253.52
Mvb Financial (MVBF) 0.0 $518k 30k 17.32
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $497k 2.6k 193.99
American Electric Power Company (AEP) 0.0 $485k 4.4k 109.27
Paychex (PAYX) 0.0 $481k 3.1k 154.28
Prologis (PLD) 0.0 $479k 4.3k 111.80
Corteva (CTVA) 0.0 $476k 7.6k 62.93
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $469k 9.6k 48.79
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $466k 7.9k 58.69
Ishares Tr Msci Usa Value (VLUE) 0.0 $463k 4.3k 106.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $456k 5.7k 80.38
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.0 $454k 15k 29.94
Cisco Systems (CSCO) 0.0 $452k 7.3k 61.71
Southern Company (SO) 0.0 $443k 4.8k 91.95
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $442k 2.1k 210.94
Colgate-Palmolive Company (CL) 0.0 $434k 4.6k 93.70
Spdr Ser Tr Aerospace Def (XAR) 0.0 $434k 2.7k 160.69
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $434k 3.7k 116.54
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $433k 8.9k 48.82
Amgen (AMGN) 0.0 $421k 1.4k 311.56
Hca Holdings (HCA) 0.0 $413k 1.2k 345.41
Ishares Tr Exponential Tech (XT) 0.0 $408k 7.1k 57.56
CSX Corporation (CSX) 0.0 $404k 14k 29.43
Dick's Sporting Goods (DKS) 0.0 $403k 2.0k 201.56
Travelers Companies (TRV) 0.0 $401k 1.5k 264.47
Blackrock (BLK) 0.0 $400k 423.00 946.18
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $399k 5.9k 68.01
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $398k 3.2k 125.96
Edwards Lifesciences (EW) 0.0 $398k 5.5k 72.48
Sherwin-Williams Company (SHW) 0.0 $394k 1.1k 349.19
Sila Realty Trust Common Stock (SILA) 0.0 $387k 15k 26.71
Intuitive Surgical Com New (ISRG) 0.0 $386k 780.00 495.27
Astrazeneca Sponsored Adr (AZN) 0.0 $385k 5.2k 73.50
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $384k 9.8k 39.14
Ishares Tr Esg Aware Msci (ESML) 0.0 $377k 9.8k 38.41
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $376k 4.0k 93.65
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $376k 10k 36.29
NiSource (NI) 0.0 $371k 9.3k 40.09
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $368k 3.6k 102.18
Cincinnati Financial Corporation (CINF) 0.0 $365k 2.5k 147.70
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $351k 7.9k 44.35
Gilead Sciences (GILD) 0.0 $350k 3.1k 112.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $345k 4.4k 78.94
Zoetis Cl A (ZTS) 0.0 $342k 2.1k 164.65
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $339k 8.0k 42.15
Wells Fargo & Company (WFC) 0.0 $335k 4.7k 71.79
Philip Morris International (PM) 0.0 $335k 2.1k 158.73
Vanguard World Financials Etf (VFH) 0.0 $324k 2.7k 119.47
Nike CL B (NKE) 0.0 $315k 5.0k 63.48
Kimberly-Clark Corporation (KMB) 0.0 $308k 2.2k 142.21
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $304k 1.6k 188.12
Cme (CME) 0.0 $299k 1.1k 265.29
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $299k 4.2k 71.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $296k 11k 27.57
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $295k 2.7k 109.80
Select Sector Spdr Tr Indl (XLI) 0.0 $292k 2.2k 131.06
Ishares Tr Global 100 Etf (IOO) 0.0 $285k 3.0k 96.29
Norfolk Southern (NSC) 0.0 $285k 1.2k 236.83
Roper Industries (ROP) 0.0 $284k 481.00 589.58
Ida (IDA) 0.0 $279k 2.4k 116.22
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $271k 7.4k 36.49
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $270k 2.3k 116.40
Ishares Tr Core 40/60 Moder (AOM) 0.0 $268k 6.1k 43.88
Verizon Communications (VZ) 0.0 $261k 5.7k 45.36
Alliant Energy Corporation (LNT) 0.0 $259k 4.0k 64.35
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $251k 4.2k 59.60
Ishares Tr Select Divid Etf (DVY) 0.0 $246k 1.8k 134.29
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $245k 4.7k 51.94
American Water Works (AWK) 0.0 $241k 1.6k 147.51
International Business Machines (IBM) 0.0 $240k 966.00 248.75
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $236k 6.1k 38.80
Ishares Tr International Sl (ISCF) 0.0 $236k 7.0k 33.68
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $235k 1.8k 132.25
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $234k 6.0k 38.81
Target Corporation (TGT) 0.0 $231k 2.2k 104.36
Ea Series Trust Strive 1000 Grwt (STXG) 0.0 $230k 5.7k 40.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $229k 1.9k 122.03
Hershey Company (HSY) 0.0 $228k 1.3k 171.03
Ishares Tr Global Tech Etf (IXN) 0.0 $228k 3.0k 75.74
Pfizer (PFE) 0.0 $226k 8.9k 25.34
Nxp Semiconductors N V (NXPI) 0.0 $222k 1.2k 190.06
Ea Series Trust Strive 1000 Valu (STXV) 0.0 $221k 7.2k 30.51
Consolidated Edison (ED) 0.0 $218k 2.0k 110.59
Clorox Company (CLX) 0.0 $218k 1.5k 147.23
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $216k 3.6k 59.40
Stryker Corporation (SYK) 0.0 $214k 575.00 372.25
Kla Corp Com New (KLAC) 0.0 $211k 310.00 679.80
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $210k 2.7k 78.40
Broadstone Net Lease (BNL) 0.0 $208k 12k 17.04
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $206k 2.5k 82.54
Eversource Energy (ES) 0.0 $206k 3.3k 62.11
Vanguard Index Fds Large Cap Etf (VV) 0.0 $202k 785.00 256.96
First Commonwealth Financial (FCF) 0.0 $194k 13k 15.54
Inspiremd (NSPR) 0.0 $27k 10k 2.69