McKinley Carter Wealth Services

McKinley Carter Wealth Services as of June 30, 2025

Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 302 positions in its portfolio as reported in the June 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) 6.6 $118M 1.7M 69.09
Ishares Tr Core S&p500 Etf (IVV) 5.7 $103M 166k 620.90
Ishares Tr Rus 1000 Etf (IWB) 5.7 $103M 304k 339.57
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.1 $91M 2.0M 45.75
Ishares Tr Core Msci Eafe (IEFA) 4.0 $71M 854k 83.48
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $64M 644k 99.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $57M 999k 57.01
Ishares Tr Morningstar Grwt (ILCG) 2.5 $45M 461k 96.90
Ishares Tr Us Treas Bd Etf (GOVT) 2.5 $44M 1.9M 22.98
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.3 $41M 317k 128.52
Ishares Tr Rus Top 200 Etf (IWL) 1.8 $32M 207k 153.12
Apple (AAPL) 1.7 $30M 148k 205.17
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $29M 148k 195.42
Ishares Core Msci Emkt (IEMG) 1.4 $26M 426k 60.03
Broadcom (AVGO) 1.4 $25M 91k 275.65
Select Sector Spdr Tr Technology (XLK) 1.4 $25M 99k 253.23
Ishares Msci Emrg Chn (EMXC) 1.4 $25M 391k 63.14
Schwab Strategic Tr Fundamental Intl (FNDF) 1.3 $23M 584k 40.02
Microsoft Corporation (MSFT) 1.3 $23M 47k 497.41
Ishares Tr Core Intl Aggr (IAGG) 1.3 $23M 450k 51.09
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $23M 53k 424.58
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $22M 357k 62.02
Select Sector Spdr Tr Financial (XLF) 1.2 $22M 422k 52.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $20M 145k 134.79
Costco Wholesale Corporation (COST) 1.0 $17M 18k 989.94
Ishares Tr Core Msci Total (IXUS) 1.0 $17M 222k 77.31
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $16M 150k 109.29
Ishares Tr Usd Inv Grde Etf (USIG) 0.9 $16M 317k 51.44
Intuit (INTU) 0.8 $15M 19k 787.65
Alphabet Cap Stk Cl A (GOOGL) 0.8 $14M 80k 176.23
Netflix (NFLX) 0.7 $13M 9.8k 1339.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $13M 172k 73.63
NVIDIA Corporation (NVDA) 0.7 $13M 80k 157.99
Mastercard Incorporated Cl A (MA) 0.7 $12M 21k 561.93
O'reilly Automotive (ORLY) 0.6 $12M 129k 90.13
W.W. Grainger (GWW) 0.6 $11M 11k 1040.26
Meta Platforms Cl A (META) 0.6 $11M 15k 738.07
Amazon (AMZN) 0.6 $11M 51k 219.39
McKesson Corporation (MCK) 0.6 $11M 15k 732.76
TJX Companies (TJX) 0.6 $11M 86k 123.49
Home Depot (HD) 0.6 $11M 29k 366.64
Waste Management (WM) 0.6 $10M 45k 228.82
Arthur J. Gallagher & Co. (AJG) 0.6 $10M 32k 320.12
Caci Intl Cl A (CACI) 0.6 $9.9M 21k 476.70
Ishares Tr S&p 100 Etf (OEF) 0.5 $9.7M 32k 304.35
Fiserv (FI) 0.5 $9.6M 56k 172.41
Select Sector Spdr Tr Energy (XLE) 0.5 $9.5M 112k 84.81
Linde SHS (LIN) 0.5 $9.4M 20k 469.18
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $9.2M 170k 53.96
Jacobs Engineering Group (J) 0.5 $8.4M 64k 131.45
Vanguard Index Fds Growth Etf (VUG) 0.5 $8.1M 19k 438.40
Hubbell (HUBB) 0.4 $8.1M 20k 408.41
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.4 $8.0M 233k 34.18
Acuity Brands (AYI) 0.4 $7.8M 26k 298.34
JPMorgan Chase & Co. (JPM) 0.4 $7.8M 27k 289.90
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $7.7M 350k 22.10
Ishares Tr Msci Eafe Etf (EFA) 0.4 $6.7M 75k 89.39
Ishares Tr Russell 2000 Etf (IWM) 0.3 $6.2M 29k 215.79
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $6.2M 78k 80.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $6.2M 11k 568.03
Vanguard World Energy Etf (VDE) 0.3 $6.1M 51k 119.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $6.1M 91k 67.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $5.9M 11k 551.62
UnitedHealth (UNH) 0.3 $5.9M 19k 311.98
Adobe Systems Incorporated (ADBE) 0.3 $5.7M 15k 386.88
Spdr Series Trust Portfolio S&p500 (SPLG) 0.3 $5.7M 78k 72.69
Pepsi (PEP) 0.3 $5.6M 42k 132.04
Procter & Gamble Company (PG) 0.3 $5.3M 34k 159.32
Vanguard Index Fds Small Cp Etf (VB) 0.3 $5.3M 22k 236.98
Intercontinental Exchange (ICE) 0.3 $5.0M 27k 183.47
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $4.8M 36k 135.30
Eli Lilly & Co. (LLY) 0.3 $4.8M 6.2k 779.54
Ishares Tr Mbs Etf (MBB) 0.3 $4.8M 51k 93.89
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $4.6M 41k 112.00
Abbvie (ABBV) 0.2 $4.5M 24k 185.62
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $4.5M 32k 138.68
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.4M 6.00 728800.00
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $4.2M 81k 51.36
Caterpillar (CAT) 0.2 $4.0M 10k 388.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.9M 20k 194.23
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $3.9M 30k 128.60
McDonald's Corporation (MCD) 0.2 $3.7M 13k 292.17
Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.6M 12k 298.90
Automatic Data Processing (ADP) 0.2 $3.5M 12k 308.40
Chevron Corporation (CVX) 0.2 $3.4M 24k 143.19
Lockheed Martin Corporation (LMT) 0.2 $3.4M 7.4k 463.17
Bank of New York Mellon Corporation (BK) 0.2 $3.4M 37k 91.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $3.2M 35k 91.97
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.1M 73k 42.74
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $3.1M 35k 89.22
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.2 $3.1M 61k 50.11
Lowe's Companies (LOW) 0.2 $3.1M 14k 221.87
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.0M 11k 276.94
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $3.0M 30k 99.49
Texas Instruments Incorporated (TXN) 0.2 $3.0M 14k 207.63
Morgan Stanley Com New (MS) 0.2 $3.0M 21k 140.86
Johnson & Johnson (JNJ) 0.2 $2.9M 19k 152.75
Abbott Laboratories (ABT) 0.2 $2.9M 21k 136.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.9M 15k 195.00
Ishares Tr Intl Div Grwth (IGRO) 0.2 $2.9M 37k 78.89
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $2.7M 64k 42.83
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $2.7M 32k 84.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.7M 15k 182.82
Visa Com Cl A (V) 0.1 $2.6M 7.4k 355.03
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $2.6M 54k 47.54
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $2.4M 81k 29.21
Nextera Energy (NEE) 0.1 $2.4M 34k 69.42
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $2.3M 58k 40.49
Mondelez Intl Cl A (MDLZ) 0.1 $2.2M 33k 67.44
Starbucks Corporation (SBUX) 0.1 $2.2M 24k 91.63
General Dynamics Corporation (GD) 0.1 $2.2M 7.5k 291.67
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $2.1M 38k 55.10
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 0.1 $2.1M 42k 50.53
Eversource Energy (ES) 0.1 $2.1M 32k 63.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.0M 3.3k 617.86
Illinois Tool Works (ITW) 0.1 $2.0M 7.9k 247.26
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.9M 30k 63.94
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.9M 6.7k 279.82
Metropcs Communications (TMUS) 0.1 $1.9M 7.9k 238.26
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.1 $1.8M 77k 23.43
Vanguard Index Fds Value Etf (VTV) 0.1 $1.8M 10k 176.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.8M 3.2k 566.48
First Tr Exchange-traded SHS (FVD) 0.1 $1.8M 39k 44.70
Wells Fargo & Company (WFC) 0.1 $1.7M 22k 80.12
Merck & Co (MRK) 0.1 $1.7M 22k 79.16
Progressive Corporation (PGR) 0.1 $1.7M 6.3k 266.85
City Holding Company (CHCO) 0.1 $1.7M 14k 122.42
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $1.6M 35k 46.67
PNC Financial Services (PNC) 0.1 $1.6M 8.7k 186.41
Comcast Corp Cl A (CMCSA) 0.1 $1.6M 45k 35.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.6M 5.2k 303.95
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.1 $1.6M 35k 44.77
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.6M 30k 52.76
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.5M 19k 80.97
Oracle Corporation (ORCL) 0.1 $1.5M 6.9k 218.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M 8.3k 181.74
Exxon Mobil Corporation (XOM) 0.1 $1.5M 14k 107.80
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.5M 5.2k 285.86
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.5M 6.2k 240.33
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.1 $1.5M 28k 53.67
Vanguard World Consum Stp Etf (VDC) 0.1 $1.5M 6.7k 218.99
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.5M 30k 48.65
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.5M 11k 133.04
Wal-Mart Stores (WMT) 0.1 $1.4M 15k 97.78
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.4M 15k 90.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.3M 2.8k 485.77
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $1.3M 30k 45.29
Tractor Supply Company (TSCO) 0.1 $1.3M 25k 52.77
Thermo Fisher Scientific (TMO) 0.1 $1.3M 3.1k 405.45
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $1.3M 24k 52.84
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.1 $1.2M 25k 48.01
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.1 $1.2M 27k 44.84
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $1.2M 24k 50.03
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $1.2M 7.4k 161.34
Ishares Tr National Mun Etf (MUB) 0.1 $1.2M 11k 104.48
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $1.2M 14k 84.19
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.1M 29k 39.17
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $1.1M 17k 65.38
United Bankshares (UBSI) 0.1 $1.1M 31k 36.43
First Tr Exchange-traded SHS (QTEC) 0.1 $1.1M 5.2k 212.83
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $1.1M 20k 54.38
Vanguard World Inf Tech Etf (VGT) 0.1 $1.0M 1.6k 663.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.0M 42k 24.44
Ishares Tr Broad Usd High (USHY) 0.1 $1.0M 27k 37.51
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $1.0M 23k 44.69
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.1 $1.0M 24k 41.07
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $994k 31k 31.98
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.1 $971k 23k 42.19
Alphabet Cap Stk Cl C (GOOG) 0.1 $955k 5.4k 177.39
Ishares Tr Esg Select Scre (XJH) 0.1 $948k 23k 41.50
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $916k 19k 47.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $910k 8.3k 110.09
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $858k 6.2k 139.03
Cintas Corporation (CTAS) 0.0 $853k 3.8k 222.89
Ishares U S Etf Tr Short Maturity M (MEAR) 0.0 $838k 17k 50.27
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.0 $741k 19k 39.57
Blackstone Group Inc Com Cl A (BX) 0.0 $740k 5.0k 149.58
Tesla Motors (TSLA) 0.0 $731k 2.3k 317.66
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $718k 17k 42.40
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.0 $708k 22k 32.41
Coca-Cola Company (KO) 0.0 $707k 10k 70.75
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $704k 14k 49.03
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $677k 6.5k 104.98
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $675k 2.5k 269.33
Mvb Financial (MVBF) 0.0 $673k 30k 22.53
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.0 $659k 14k 48.63
Spdr Gold Tr Gold Shs (GLD) 0.0 $657k 2.2k 304.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $655k 13k 49.46
Packaging Corporation of America (PKG) 0.0 $655k 3.5k 188.45
Walt Disney Company (DIS) 0.0 $653k 5.3k 124.02
American Electric Power Company (AEP) 0.0 $648k 6.2k 103.76
Extra Space Storage (EXR) 0.0 $637k 4.3k 147.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $633k 6.0k 106.34
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $612k 13k 48.24
Danaher Corporation (DHR) 0.0 $594k 3.0k 197.56
Raytheon Technologies Corp (RTX) 0.0 $593k 4.1k 146.02
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $592k 11k 51.74
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $582k 7.8k 74.48
Global Payments (GPN) 0.0 $576k 7.2k 80.04
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $575k 22k 26.56
Spdr Series Trust Aerospace Def (XAR) 0.0 $569k 2.7k 210.94
At&t (T) 0.0 $568k 20k 28.94
Corteva (CTVA) 0.0 $563k 7.6k 74.53
Duke Energy Corp Com New (DUK) 0.0 $562k 4.8k 117.99
Ecolab (ECL) 0.0 $551k 2.0k 269.45
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $544k 3.5k 157.76
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.0 $541k 5.7k 95.32
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $538k 18k 29.28
Truist Financial Corp equities (TFC) 0.0 $537k 13k 42.99
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $523k 2.6k 204.67
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $520k 3.7k 141.68
Cisco Systems (CSCO) 0.0 $511k 7.4k 69.38
DTE Energy Company (DTE) 0.0 $507k 3.8k 132.46
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $504k 9.6k 52.41
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM) 0.0 $503k 15k 33.28
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $502k 8.5k 58.78
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $499k 2.0k 246.51
Ishares Tr Msci Usa Value (VLUE) 0.0 $487k 4.3k 113.21
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $467k 16k 30.14
Ishares Tr Exponential Tech (XT) 0.0 $465k 7.1k 65.25
Southern Company (SO) 0.0 $464k 5.1k 91.82
CSX Corporation (CSX) 0.0 $460k 14k 32.63
Hca Holdings (HCA) 0.0 $458k 1.2k 383.25
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $455k 9.2k 49.51
Paychex (PAYX) 0.0 $454k 3.1k 145.46
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $439k 6.2k 71.26
Prologis (PLD) 0.0 $436k 4.1k 105.13
Blackrock (BLK) 0.0 $434k 413.00 1049.91
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.0 $431k 13k 32.98
Intuitive Surgical Com New (ISRG) 0.0 $426k 783.00 543.41
Colgate-Palmolive Company (CL) 0.0 $425k 4.7k 90.90
Edwards Lifesciences (EW) 0.0 $420k 5.4k 78.21
Ishares Tr Esg Aware Msci (ESML) 0.0 $413k 10k 41.33
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $409k 9.8k 41.76
Travelers Companies (TRV) 0.0 $406k 1.5k 267.55
Select Sector Spdr Tr Indl (XLI) 0.0 $400k 2.7k 147.53
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $400k 3.0k 132.16
Cincinnati Financial Corporation (CINF) 0.0 $397k 2.7k 148.91
Dick's Sporting Goods (DKS) 0.0 $396k 2.0k 197.81
Sherwin-Williams Company (SHW) 0.0 $387k 1.1k 343.36
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $379k 1.6k 238.66
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $377k 4.0k 93.87
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $376k 7.9k 47.55
NiSource (NI) 0.0 $374k 9.3k 40.34
Philip Morris International (PM) 0.0 $371k 2.0k 182.13
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $359k 8.0k 44.64
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $359k 9.5k 37.96
Amgen (AMGN) 0.0 $355k 1.3k 279.21
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $353k 3.5k 100.70
Nike CL B (NKE) 0.0 $350k 4.9k 71.04
Gilead Sciences (GILD) 0.0 $347k 3.1k 110.87
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.0 $344k 4.6k 74.89
Vanguard World Financials Etf (VFH) 0.0 $344k 2.7k 127.32
Astrazeneca Sponsored Adr (AZN) 0.0 $343k 4.9k 69.88
Sila Realty Trust Common Stock (SILA) 0.0 $343k 15k 23.67
Zoetis Cl A (ZTS) 0.0 $306k 2.0k 155.95
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $304k 2.7k 113.06
Ishares Tr Global 100 Etf (IOO) 0.0 $293k 2.7k 107.81
Norfolk Southern (NSC) 0.0 $287k 1.1k 256.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $283k 3.6k 79.51
Ishares Tr Core 40/60 Moder (AOM) 0.0 $280k 6.1k 46.04
Kimberly-Clark Corporation (KMB) 0.0 $279k 2.2k 128.91
Kla Corp Com New (KLAC) 0.0 $279k 311.00 895.74
Ishares Tr Global Tech Etf (IXN) 0.0 $278k 3.0k 92.34
Ida (IDA) 0.0 $277k 2.4k 115.45
Roper Industries (ROP) 0.0 $273k 481.00 566.84
Cme (CME) 0.0 $271k 982.00 275.62
Ea Series Trust Strive 1000 Grwt (STXG) 0.0 $270k 5.9k 46.02
International Business Machines (IBM) 0.0 $268k 908.00 294.64
Roblox Corp Cl A (RBLX) 0.0 $262k 2.5k 105.20
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $260k 4.2k 61.77
Verizon Communications (VZ) 0.0 $259k 6.0k 43.27
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $258k 4.5k 57.42
Nxp Semiconductors N V (NXPI) 0.0 $256k 1.2k 218.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $254k 1.9k 135.06
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $253k 6.1k 41.66
Ishares Tr Select Divid Etf (DVY) 0.0 $244k 1.8k 132.81
Alliant Energy Corporation (LNT) 0.0 $243k 4.0k 60.47
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $242k 6.0k 40.11
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $242k 2.8k 85.21
Trane Technologies SHS (TT) 0.0 $241k 550.00 437.41
Air Products & Chemicals (APD) 0.0 $237k 838.00 282.19
Palantir Technologies Cl A (PLTR) 0.0 $234k 1.7k 136.32
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) 0.0 $233k 11k 21.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $229k 4.7k 49.03
Stryker Corporation (SYK) 0.0 $228k 575.00 395.63
American Water Works (AWK) 0.0 $227k 1.6k 139.10
Ea Series Trust Strive 1000 Valu (STXV) 0.0 $223k 7.2k 30.82
Vanguard Index Fds Large Cap Etf (VV) 0.0 $222k 779.00 285.22
Hershey Company (HSY) 0.0 $222k 1.3k 165.95
Dt Midstream Common Stock (DTM) 0.0 $220k 2.0k 109.91
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $217k 3.6k 59.81
Asml Holding N V N Y Registry Shs (ASML) 0.0 $214k 267.00 802.18
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $213k 5.3k 39.97
Vertiv Holdings Com Cl A (VRT) 0.0 $212k 1.7k 128.38
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $210k 1.9k 112.47
Target Corporation (TGT) 0.0 $206k 2.1k 98.66
First Commonwealth Financial (FCF) 0.0 $203k 13k 16.23
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $203k 1.8k 113.43
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $200k 4.7k 42.60
Broadstone Net Lease (BNL) 0.0 $196k 12k 16.05
Inspiremd (NSPR) 0.0 $23k 10k 2.27