McKinley Carter Wealth Services

McKinley Carter Wealth Services as of Dec. 31, 2025

Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 319 positions in its portfolio as reported in the December 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) 5.8 $104M 1.4M 75.44
Ishares Tr Core S&p500 Etf (IVV) 5.5 $99M 145k 684.94
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.5 $99M 2.1M 46.04
Ishares Tr Rus 1000 Etf (IWB) 5.3 $94M 253k 373.44
Ishares Tr Core Us Aggbd Et (AGG) 3.4 $60M 601k 99.88
Ishares Tr Core Msci Eafe (IEFA) 3.2 $58M 647k 89.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.9 $52M 839k 62.47
Ishares Tr Morningstar Grwt (ILCG) 2.1 $38M 368k 104.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.0 $36M 257k 141.26
Apple (AAPL) 2.0 $36M 133k 271.86
Ishares Tr Us Treas Bd Etf (GOVT) 1.8 $32M 1.4M 23.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.8 $31M 825k 38.11
Broadcom (AVGO) 1.5 $28M 80k 346.10
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $26M 123k 212.07
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $24M 50k 473.30
Select Sector Spdr Tr State Street Tec (XLK) 1.3 $23M 161k 143.97
Alphabet Cap Stk Cl A (GOOGL) 1.3 $23M 73k 313.00
Ishares Core Msci Emkt (IEMG) 1.2 $22M 329k 67.22
Ishares Tr Rus Top 200 Etf (IWL) 1.2 $22M 129k 170.63
Ishares Msci Emrg Chn (EMXC) 1.2 $22M 299k 72.68
Microsoft Corporation (MSFT) 1.2 $21M 43k 483.62
Schwab Strategic Tr Fundamental Intl (FNDF) 1.1 $20M 445k 45.21
Select Sector Spdr Tr State Street Hea (XLV) 1.1 $19M 125k 154.80
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $19M 292k 66.00
Select Sector Spdr Tr State Street Fin (XLF) 1.0 $19M 343k 54.77
Ishares Tr Core Msci Total (IXUS) 1.0 $18M 207k 84.64
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.0 $17M 523k 32.57
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $17M 139k 120.18
Ishares Tr Core Intl Aggr (IAGG) 0.9 $16M 310k 50.01
Ishares Tr Usd Inv Grde Etf (USIG) 0.9 $15M 296k 51.77
NVIDIA Corporation (NVDA) 0.8 $15M 78k 186.50
Costco Wholesale Corporation (COST) 0.8 $14M 17k 862.34
TJX Companies (TJX) 0.7 $13M 84k 153.61
Intuit (INTU) 0.7 $12M 18k 662.41
Mastercard Incorporated Cl A (MA) 0.7 $12M 21k 570.87
McKesson Corporation (MCK) 0.6 $12M 14k 820.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $12M 155k 74.07
Amazon (AMZN) 0.6 $11M 49k 230.82
O'reilly Automotive (ORLY) 0.6 $11M 125k 91.21
Caci Intl Cl A (CACI) 0.6 $11M 20k 532.81
Meta Platforms Cl A (META) 0.6 $10M 16k 660.10
Waste Management (WM) 0.6 $10M 45k 219.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $9.6M 15k 627.12
Home Depot (HD) 0.5 $9.6M 28k 344.10
Ishares Tr S&p 100 Etf (OEF) 0.5 $9.5M 28k 342.97
Acuity Brands (AYI) 0.5 $9.2M 25k 360.04
Netflix (NFLX) 0.5 $8.9M 95k 93.76
Hubbell (HUBB) 0.5 $8.8M 20k 444.11
Vanguard Index Fds Growth Etf (VUG) 0.5 $8.8M 18k 487.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $8.7M 147k 59.54
Jacobs Engineering Group (J) 0.5 $8.5M 64k 132.46
Linde SHS (LIN) 0.5 $8.5M 20k 426.39
Arthur J. Gallagher & Co. (AJG) 0.5 $8.4M 32k 258.79
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.5 $8.3M 218k 38.36
Quanta Services (PWR) 0.5 $8.2M 20k 422.06
Select Sector Spdr Tr State Street Ene (XLE) 0.5 $8.1M 180k 44.71
JPMorgan Chase & Co. (JPM) 0.4 $8.0M 25k 322.22
Eli Lilly & Co. (LLY) 0.4 $7.7M 7.2k 1074.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $7.1M 294k 24.04
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $6.9M 77k 90.00
Ishares Tr Mbs Etf (MBB) 0.4 $6.8M 72k 95.22
Ralph Lauren Corp Cl A (RL) 0.4 $6.7M 19k 353.61
Ishares Tr Msci Eafe Etf (EFA) 0.4 $6.7M 70k 96.03
General Dynamics Corporation (GD) 0.4 $6.7M 20k 336.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $6.5M 11k 614.29
Ishares Tr Russell 2000 Etf (IWM) 0.3 $6.2M 25k 246.16
Amphenol Corp Cl A (APH) 0.3 $6.2M 46k 135.14
Pepsi (PEP) 0.3 $6.2M 43k 143.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $6.1M 83k 73.56
Global X Fds Artificial Etf (AIQ) 0.3 $6.0M 118k 50.86
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $5.9M 107k 55.46
Caterpillar (CAT) 0.3 $5.7M 9.9k 572.86
Vanguard Index Fds Small Cp Etf (VB) 0.3 $5.5M 21k 257.95
Abbvie (ABBV) 0.3 $5.5M 24k 228.49
Spdr Series Trust State Street Spd (SPYM) 0.3 $5.5M 68k 80.22
Procter & Gamble Company (PG) 0.3 $5.1M 35k 143.31
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $4.9M 33k 148.98
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.3 $4.9M 80k 60.81
Intercontinental Exchange (ICE) 0.3 $4.8M 29k 161.96
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $4.5M 86k 52.41
W.W. Grainger (GWW) 0.3 $4.5M 4.4k 1008.94
Bank of New York Mellon Corporation (BK) 0.2 $4.1M 35k 116.09
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $4.0M 19k 210.34
Johnson & Johnson (JNJ) 0.2 $4.0M 19k 206.95
McDonald's Corporation (MCD) 0.2 $4.0M 13k 305.63
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $3.9M 34k 113.92
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $3.9M 27k 141.49
Chevron Corporation (CVX) 0.2 $3.8M 25k 152.41
Lockheed Martin Corporation (LMT) 0.2 $3.7M 7.6k 483.70
Morgan Stanley Com New (MS) 0.2 $3.6M 21k 177.53
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $3.6M 26k 136.94
Lowe's Companies (LOW) 0.2 $3.5M 15k 241.15
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.2 $3.2M 135k 24.04
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.2 $3.2M 58k 54.83
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.2M 11k 302.11
Ishares Tr Intl Div Grwth (IGRO) 0.2 $3.2M 38k 82.77
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.2 $3.1M 21k 153.02
Nextera Energy (NEE) 0.2 $3.1M 39k 80.28
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $3.1M 27k 113.72
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $3.0M 32k 95.09
Automatic Data Processing (ADP) 0.2 $3.0M 12k 257.23
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.9M 31k 96.27
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $2.9M 58k 49.90
Accenture Plc Ireland Shs Class A (ACN) 0.2 $2.9M 11k 268.30
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $2.9M 60k 47.85
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $2.8M 28k 101.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $2.8M 13k 211.79
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.8M 24k 119.35
Abbott Laboratories (ABT) 0.2 $2.7M 22k 125.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.7M 14k 198.62
Merck & Co (MRK) 0.1 $2.6M 25k 105.26
Visa Com Cl A (V) 0.1 $2.6M 7.4k 350.71
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.5M 54k 46.81
Eversource Energy (ES) 0.1 $2.5M 36k 67.33
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $2.4M 62k 38.56
Texas Instruments Incorporated (TXN) 0.1 $2.4M 14k 173.49
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $2.2M 32k 68.36
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $2.2M 36k 60.17
Illinois Tool Works (ITW) 0.1 $2.2M 8.8k 246.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $2.1M 3.1k 681.90
Starbucks Corporation (SBUX) 0.1 $2.1M 25k 84.21
Wells Fargo & Company (WFC) 0.1 $2.1M 23k 93.20
Ishares Tr Core Div Grwth (DGRO) 0.1 $2.1M 30k 69.42
Blackrock Etf Trust Ii Ishares Total Re (BRTR) 0.1 $2.0M 40k 50.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.0M 25k 82.82
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $2.0M 52k 38.73
Vanguard Index Fds Value Etf (VTV) 0.1 $2.0M 10k 190.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.9M 3.1k 603.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.9M 57k 32.62
Mondelez Intl Cl A (MDLZ) 0.1 $1.8M 34k 53.83
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $1.8M 35k 51.18
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.8M 40k 44.41
Metropcs Communications (TMUS) 0.1 $1.8M 8.6k 203.03
PNC Financial Services (PNC) 0.1 $1.7M 8.2k 208.72
Ecolab (ECL) 0.1 $1.7M 6.4k 262.54
Wal-Mart Stores (WMT) 0.1 $1.6M 15k 111.41
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.6M 5.3k 313.80
City Holding Company (CHCO) 0.1 $1.6M 14k 119.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.6M 4.8k 335.26
First Tr Exchange-traded SHS (FVD) 0.1 $1.6M 35k 46.08
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.6M 5.0k 323.01
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.1 $1.6M 32k 48.99
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.6M 5.4k 290.21
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) 0.1 $1.5M 27k 57.06
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M 8.0k 191.56
Progressive Corporation (PGR) 0.1 $1.4M 6.4k 227.71
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $1.4M 31k 46.71
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.4M 15k 91.45
Thermo Fisher Scientific (TMO) 0.1 $1.4M 2.4k 579.52
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 0.1 $1.4M 26k 51.56
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.4M 5.4k 250.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.3M 2.6k 502.65
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $1.3M 6.3k 206.53
Exxon Mobil Corporation (XOM) 0.1 $1.3M 11k 120.34
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $1.3M 24k 53.45
Oracle Corporation (ORCL) 0.1 $1.3M 6.5k 194.90
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.1 $1.3M 27k 47.47
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.3M 9.0k 141.16
Comcast Corp Cl A (CMCSA) 0.1 $1.2M 40k 29.89
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $1.2M 23k 52.77
First Tr Exchange-traded SHS (QTEC) 0.1 $1.2M 5.2k 230.21
United Bankshares (UBSI) 0.1 $1.2M 31k 38.40
Select Sector Spdr Tr State Street Con (XLP) 0.1 $1.2M 15k 77.68
Ishares Esg Awr Msci Em (ESGE) 0.1 $1.2M 27k 44.17
Vanguard World Consum Stp Etf (VDC) 0.1 $1.1M 5.4k 211.24
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $1.1M 31k 36.85
Vanguard World Inf Tech Etf (VGT) 0.1 $1.1M 1.5k 753.92
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) 0.1 $1.1M 23k 48.84
Ishares U S Etf Tr Short Maturity M (MEAR) 0.1 $1.1M 22k 50.32
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.1 $1.1M 24k 44.29
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR) 0.1 $1.1M 24k 44.42
Blackrock Etf Trust Ii Ishares High Yie (HIMU) 0.1 $1.1M 22k 48.68
Tesla Motors (TSLA) 0.1 $1.1M 2.3k 449.72
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.0M 20k 52.88
Vanguard World Energy Etf (VDE) 0.1 $1.0M 8.2k 125.93
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $973k 11k 91.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $972k 7.9k 123.27
Ishares Tr Broad Usd High (USHY) 0.1 $937k 25k 37.40
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) 0.1 $932k 42k 22.24
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $925k 19k 48.75
Spdr Series Trust State Street Spd (SPMD) 0.1 $910k 16k 57.91
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $896k 14k 64.65
Ishares Tr Esg Select Scre (XJH) 0.0 $866k 19k 44.65
Tractor Supply Company (TSCO) 0.0 $820k 16k 50.01
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $796k 15k 52.95
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.0 $780k 19k 41.65
Mvb Financial (MVBF) 0.0 $772k 30k 25.83
Spdr Gold Tr Gold Shs (GLD) 0.0 $763k 1.9k 396.31
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.0 $760k 17k 44.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $755k 1.00 754800.00
Blackstone Group Inc Com Cl A (BX) 0.0 $737k 4.8k 154.12
Coca-Cola Company (KO) 0.0 $731k 11k 69.91
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.0 $727k 21k 34.08
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $721k 6.5k 111.80
American Electric Power Company (AEP) 0.0 $721k 6.2k 115.31
International Business Machines (IBM) 0.0 $718k 2.4k 296.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $717k 13k 53.76
Packaging Corporation of America (PKG) 0.0 $716k 3.5k 206.23
Cintas Corporation (CTAS) 0.0 $716k 3.8k 188.05
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.0 $713k 13k 55.92
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $694k 13k 54.71
Danaher Corporation (DHR) 0.0 $666k 2.9k 228.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $665k 25k 26.91
Spdr Series Trust State Street Spd (XAR) 0.0 $651k 2.7k 241.24
Raytheon Technologies Corp (RTX) 0.0 $632k 3.4k 183.40
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $616k 3.4k 181.21
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.0 $597k 11k 56.62
Cisco Systems (CSCO) 0.0 $596k 7.7k 77.03
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $594k 2.2k 269.18
Duke Energy Corp Com New (DUK) 0.0 $585k 5.0k 117.22
Ishares Tr National Mun Etf (MUB) 0.0 $585k 5.5k 107.10
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $572k 3.7k 156.64
Ishares Tr Msci Usa Value (VLUE) 0.0 $564k 4.1k 136.73
Hca Holdings (HCA) 0.0 $560k 1.2k 466.92
CSX Corporation (CSX) 0.0 $555k 15k 36.25
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.0 $529k 19k 28.24
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM) 0.0 $517k 15k 34.24
Spdr Series Trust State Street Spd (SPYG) 0.0 $513k 4.8k 106.70
Extra Space Storage (EXR) 0.0 $496k 3.8k 130.22
Ishares Tr Future Exponenti (XT) 0.0 $493k 7.1k 69.74
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $490k 18k 26.68
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $486k 1.8k 276.94
At&t (T) 0.0 $485k 20k 24.84
Prologis (PLD) 0.0 $481k 3.8k 127.67
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.0 $481k 6.0k 79.59
DTE Energy Company (DTE) 0.0 $479k 3.7k 128.98
Astrazeneca Sponsored Adr 0.0 $452k 4.9k 91.93
Edwards Lifesciences (EW) 0.0 $450k 5.3k 85.25
Blackrock (BLK) 0.0 $447k 418.00 1070.35
Intuitive Surgical Com New (ISRG) 0.0 $443k 782.00 566.36
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.0 $442k 9.8k 45.09
Corteva (CTVA) 0.0 $431k 6.4k 67.03
Amgen (AMGN) 0.0 $429k 1.3k 327.23
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $427k 15k 29.36
Cincinnati Financial Corporation (CINF) 0.0 $419k 2.6k 163.32
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.0 $409k 7.9k 51.75
Truist Financial Corp equities (TFC) 0.0 $406k 8.2k 49.21
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.0 $406k 12k 35.15
Travelers Companies (TRV) 0.0 $404k 1.4k 290.14
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $401k 2.6k 155.12
Southern Company (SO) 0.0 $399k 4.6k 87.20
Ishares Tr Esg Aware Msci (ESML) 0.0 $399k 8.7k 45.98
Dick's Sporting Goods (DKS) 0.0 $396k 2.0k 197.97
Walt Disney Company (DIS) 0.0 $396k 3.5k 113.76
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $393k 3.7k 106.69
UnitedHealth (UNH) 0.0 $387k 1.2k 330.03
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.0 $384k 8.0k 47.72
Gilead Sciences (GILD) 0.0 $381k 3.1k 122.74
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $380k 1.3k 301.15
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $379k 4.0k 94.16
Kla Corp Com New (KLAC) 0.0 $378k 311.00 1215.08
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $377k 2.7k 141.06
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $374k 3.6k 104.08
Colgate-Palmolive Company (CL) 0.0 $370k 4.7k 79.02
Sherwin-Williams Company (SHW) 0.0 $365k 1.1k 324.03
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $364k 6.1k 59.93
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $362k 8.7k 41.36
Vanguard World Financials Etf (VFH) 0.0 $361k 2.7k 133.49
Ishares Gold Tr Shares Represent (IAUM) 0.0 $360k 8.4k 42.99
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 0.0 $354k 8.3k 42.79
Paychex (PAYX) 0.0 $350k 3.1k 112.19
Spdr Series Trust State Street Spd (SPTM) 0.0 $346k 4.2k 82.50
Ishares Tr Global 100 Etf (IOO) 0.0 $344k 2.7k 126.67
NiSource (NI) 0.0 $331k 7.9k 41.76
Philip Morris International (PM) 0.0 $329k 2.1k 160.40
Sila Realty Trust Common Stock (SILA) 0.0 $326k 14k 23.31
Norfolk Southern (NSC) 0.0 $324k 1.1k 288.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.0 $319k 7.7k 41.33
Nike CL B (NKE) 0.0 $314k 4.9k 63.71
Fiserv (FI) 0.0 $313k 4.7k 67.17
Spdr Series Trust State Street Spd (SDY) 0.0 $310k 2.2k 139.15
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $309k 2.7k 114.98
Palantir Technologies Cl A (PLTR) 0.0 $307k 1.7k 177.75
Ida (IDA) 0.0 $303k 2.4k 126.56
Ishares Tr Global Tech Etf (IXN) 0.0 $298k 2.8k 105.00
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.0 $295k 4.5k 65.55
Global Payments (GPN) 0.0 $295k 3.8k 77.40
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $289k 3.9k 75.04
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $286k 2.9k 100.37
Asml Holding N V N Y Registry Shs (ASML) 0.0 $285k 266.00 1070.92
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $281k 8.6k 32.75
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $277k 1.3k 219.78
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) 0.0 $270k 6.1k 44.34
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $266k 1.8k 146.58
Adobe Systems Incorporated (ADBE) 0.0 $264k 754.00 349.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $262k 1.8k 143.52
Alliant Energy Corporation (LNT) 0.0 $261k 4.0k 65.01
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $260k 2.8k 92.30
Ishares Tr Select Divid Etf (DVY) 0.0 $259k 1.8k 141.14
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $256k 5.6k 45.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $254k 1.7k 148.69
Nxp Semiconductors N V (NXPI) 0.0 $254k 1.2k 217.06
Ishares Tr Core 40/60 Moder (AOM) 0.0 $249k 5.2k 47.73
Vanguard Index Fds Large Cap Etf (VV) 0.0 $246k 782.00 314.62
Emerson Electric (EMR) 0.0 $244k 1.8k 132.72
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $242k 3.6k 66.80
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.0 $238k 6.6k 35.84
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.0 $236k 5.9k 40.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $234k 2.9k 79.74
Vertiv Holdings Com Cl A (VRT) 0.0 $231k 1.4k 161.97
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.0 $223k 1.9k 119.32
Dt Midstream Common Stock (DTM) 0.0 $221k 1.8k 119.68
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $220k 2.8k 77.64
Ishares Tr Esg Optimized (SUSA) 0.0 $219k 1.6k 139.30
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $219k 3.9k 55.80
Pfizer (PFE) 0.0 $217k 8.7k 24.90
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $216k 3.9k 55.57
Trane Technologies SHS (TT) 0.0 $214k 550.00 389.27
Zoetis Cl A (ZTS) 0.0 $214k 1.7k 125.82
Broadstone Net Lease (BNL) 0.0 $211k 12k 17.37
First Commonwealth Financial (FCF) 0.0 $211k 13k 16.86
American Water Works (AWK) 0.0 $209k 1.6k 130.50
Cme (CME) 0.0 $208k 761.00 273.15
CVS Caremark Corporation (CVS) 0.0 $203k 2.6k 79.36
Stryker Corporation (SYK) 0.0 $202k 575.00 351.47
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $201k 5.8k 34.65
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $159k 12k 13.25
Sonoma Pharmaceuticals (SNOA) 0.0 $41k 11k 3.64
Inspiremd (NSPR) 0.0 $18k 10k 1.78