McKinley Carter Wealth Services, Inc.
CIK: 0001484265SEC EDGAR →
Portfolio Value
$1.8B
Holdings
319
As of
Q4 2025
New Positions
319
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD STAR FDS | 1,378,198 | $104.0M | 5.81% |
| 2 | FIDELITY MERRIMACK STR TR | 2,140,215 | $98.5M | 5.50% |
| 3 | ISHARES TR | 252,707 | $94.4M | 5.27% |
| 4 | ISHARES TR | 601,023 | $60.0M | 3.35% |
| 5 | ISHARES TR | 647,233 | $57.9M | 3.23% |
| 6 | VANGUARD TAX-MANAGED FDS | 838,536 | $52.4M | 2.93% |
| 7 | ISHARES TR | 368,249 | $38.3M | 2.14% |
| 8 | VANGUARD INTL EQUITY INDEX F | 256,654 | $36.2M | 2.02% |
| 9 | AAPLPut APPLE INC | 133,070 | $36.2M | 2.02% |
| 10 | ISHARES TR | 1,387,013 | $31.9M | 1.78% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (319)
$104.0M · 1.4M shares
$98.5M · 2.1M shares
$94.4M · 253K shares
$60.0M · 601K shares
$57.9M · 647K shares
$52.4M · 839K shares
$38.3M · 368K shares
$36.2M · 257K shares
$36.2M · 133K shares
$31.9M · 1.4M shares
$31.4M · 825K shares
$27.6M · 80K shares
$26.1M · 123K shares
$23.6M · 50K shares
$23.2M · 161K shares
$23.0M · 73K shares
$22.1M · 329K shares
$22.1M · 129K shares
$21.7M · 299K shares
$21.0M · 43K shares
$20.1M · 445K shares
$19.3M · 125K shares
$19.3M · 292K shares
$18.8M · 342K shares
$17.5M · 207K shares
$17.0M · 523K shares
$16.7M · 139K shares
$15.5M · 310K shares
$15.3M · 296K shares
$14.5M · 78K shares
$12.9M · 84K shares
$11.5M · 155K shares
$11.4M · 49K shares
$11.4M · 125K shares
$10.0M · 45K shares
$9.6M · 28K shares
$9.5M · 28K shares
$9.2M · 25K shares
$8.9M · 95K shares
$8.8M · 20K shares
$8.8M · 18K shares
$8.7M · 147K shares
$8.5M · 64K shares
$8.5M · 20K shares
$8.4M · 32K shares
$8.3M · 218K shares
$8.2M · 20K shares
$8.1M · 180K shares
$8.0M · 25K shares
$7.1M · 294K shares
$6.9M · 77K shares
$6.8M · 72K shares
$6.7M · 19K shares
$6.7M · 70K shares
$6.7M · 20K shares
$6.2M · 25K shares
$6.2M · 46K shares
$6.2M · 43K shares
$6.1M · 82K shares
$6.0M · 118K shares
$5.9M · 107K shares
$5.5M · 21K shares
$5.5M · 24K shares
$5.5M · 68K shares
$5.1M · 35K shares
$4.9M · 33K shares
$4.9M · 80K shares
$4.8M · 29K shares
$4.5M · 86K shares
$4.1M · 35K shares
$4.0M · 19K shares
$4.0M · 19K shares
$4.0M · 13K shares
$3.9M · 34K shares
$3.9M · 27K shares
$3.8M · 25K shares
$3.7M · 8K shares
$3.6M · 20K shares
$3.6M · 26K shares
$3.5M · 15K shares
$3.2M · 135K shares
$3.2M · 58K shares
$3.2M · 11K shares
$3.2M · 38K shares
$3.1M · 21K shares
$3.1M · 39K shares
$3.1M · 27K shares
$3.0M · 32K shares
$3.0M · 12K shares
$2.9M · 30K shares
$2.9M · 58K shares
$2.9M · 11K shares
$2.9M · 60K shares
$2.8M · 28K shares
$2.8M · 13K shares
$2.8M · 24K shares
$2.7M · 22K shares
$2.7M · 13K shares
$2.6M · 25K shares
$2.6M · 7K shares
$2.5M · 54K shares
$2.5M · 36K shares
$2.4M · 62K shares
$2.4M · 14K shares
$2.2M · 32K shares
$2.2M · 36K shares
$2.2M · 9K shares
$2.1M · 25K shares
$2.1M · 23K shares
$2.1M · 30K shares
$2.0M · 40K shares
$2.0M · 24K shares
$2.0M · 52K shares
$2.0M · 10K shares
$1.9M · 57K shares
$1.8M · 34K shares
$1.8M · 35K shares
$1.8M · 40K shares
$1.8M · 9K shares
$1.7M · 8K shares
$1.7M · 6K shares
$1.6M · 15K shares
$1.6M · 5K shares
$1.6M · 14K shares
$1.6M · 5K shares
$1.6M · 35K shares
$1.6M · 5K shares
$1.6M · 32K shares
$1.6M · 5K shares
$1.5M · 27K shares
$1.5M · 8K shares
$1.4M · 6K shares
$1.4M · 31K shares
$1.4M · 15K shares
$1.4M · 26K shares
$1.4M · 5K shares
$1.3M · 6K shares
$1.3M · 11K shares
$1.3M · 24K shares
$1.3M · 7K shares
$1.3M · 27K shares
$1.3M · 9K shares
$1.2M · 40K shares
$1.2M · 23K shares
$1.2M · 5K shares
$1.2M · 15K shares
$1.2M · 31K shares
$1.2M · 26K shares
$1.1M · 5K shares
$1.1M · 31K shares
$1.1M · 23K shares
$1.1M · 22K shares
$1.1M · 24K shares
$1.1M · 24K shares
$1.1M · 22K shares
$1.1M · 2K shares
$1.0M · 20K shares
$1.0M · 8K shares
$972K · 11K shares
$971K · 8K shares
$937K · 25K shares
$931K · 42K shares
$925K · 19K shares
$910K · 16K shares
$895K · 14K shares
$866K · 19K shares
$820K · 16K shares
$796K · 15K shares
$780K · 19K shares
$771K · 30K shares
$763K · 2K shares
$760K · 17K shares
$754K · 1 shares
$736K · 5K shares
$730K · 10K shares
$726K · 21K shares
$721K · 6K shares
$720K · 6K shares
$718K · 2K shares
$717K · 13K shares
$716K · 3K shares
$715K · 4K shares
$713K · 13K shares
$693K · 13K shares
$666K · 3K shares
$665K · 25K shares
$651K · 3K shares
$632K · 3K shares
$616K · 3K shares
$597K · 11K shares
$595K · 8K shares
$593K · 2K shares
$585K · 5K shares
$584K · 5K shares
$572K · 4K shares
$564K · 4K shares
$559K · 1K shares
$555K · 15K shares
$528K · 19K shares
$516K · 15K shares
$513K · 5K shares
$496K · 4K shares
$493K · 7K shares
$490K · 18K shares
$486K · 2K shares
$484K · 20K shares
$480K · 6K shares
$480K · 4K shares
$479K · 4K shares
$451K · 5K shares
$450K · 5K shares
$447K · 418 shares
$442K · 782 shares
$441K · 10K shares
$430K · 6K shares
$429K · 1K shares
$426K · 15K shares
$418K · 3K shares
$409K · 8K shares
$405K · 8K shares
$405K · 12K shares
$404K · 1K shares
$400K · 3K shares
$399K · 5K shares
$398K · 9K shares
$395K · 2K shares
$395K · 3K shares
$393K · 4K shares
$386K · 1K shares
$384K · 8K shares
$380K · 1K shares
$380K · 3K shares
$378K · 4K shares
$377K · 311 shares
$376K · 3K shares
$374K · 4K shares
$370K · 5K shares
$365K · 1K shares
$363K · 6K shares
$361K · 3K shares
$361K · 9K shares
$360K · 8K shares
$354K · 8K shares
$349K · 3K shares
$345K · 4K shares
$343K · 3K shares
$330K · 8K shares
$329K · 2K shares
$325K · 14K shares
$323K · 1K shares
$319K · 8K shares
$313K · 5K shares
$313K · 5K shares
$309K · 2K shares
$309K · 3K shares
$306K · 2K shares
$303K · 2K shares
$297K · 3K shares
$294K · 4K shares
$294K · 4K shares
$289K · 4K shares
$286K · 3K shares
$284K · 266 shares
$280K · 9K shares
$276K · 1K shares
$269K · 6K shares
$265K · 2K shares
$263K · 754 shares
$262K · 2K shares
$261K · 4K shares
$260K · 3K shares
$258K · 2K shares
$256K · 6K shares
$254K · 2K shares
$253K · 1K shares
$249K · 5K shares
$246K · 782 shares
$243K · 2K shares
$241K · 4K shares
$237K · 7K shares
$235K · 6K shares
$234K · 3K shares
$230K · 1K shares
$222K · 2K shares
$221K · 2K shares
$220K · 3K shares
$219K · 2K shares
$218K · 4K shares
$216K · 9K shares
$215K · 4K shares
$214K · 550 shares
$213K · 2K shares
$210K · 12K shares
$210K · 13K shares
$208K · 2K shares
$207K · 761 shares
$202K · 3K shares
$202K · 575 shares
$201K · 6K shares
$159K · 12K shares
$99K · 145K shares
$40K · 11K shares
$17K · 10K shares
$14K · 17K shares
$12K · 18K shares
$12K · 21K shares
$12K · 14K shares
$11K · 20K shares
$10K · 16K shares
$10K · 15K shares
$8K · 7K shares
$7K · 11K shares
$6K · 10K shares
$4K · 4K shares
$2K · 3K shares
$2K · 3K shares
$1K · 2K shares
$1K · 3K shares
$1K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 193 | $1.1B | 70.3% |
| Unknown | 18 | $122.3M | 7.7% |
| Technology | 19 | $119.3M | 7.6% |
| Consumer Cyclical | 14 | $65.1M | 4.1% |
| Industrials | 19 | $63.1M | 4.0% |
| Communication Services | 8 | $37.4M | 2.4% |
| Healthcare | 21 | $19.5M | 1.2% |
| Consumer Defensive | 7 | $15.8M | 1.0% |
| Basic Materials | 4 | $10.9M | 0.7% |
| Utilities | 9 | $8.6M | 0.5% |
| Energy | 3 | $5.3M | 0.3% |
| Real Estate | 4 | $1.5M | 0.1% |