McKinley Carter Wealth Services, Inc. Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$1.6T

Holdings

297

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (297 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	VXUSVANGUARD STAR FDS	1,797,532	$111.6B	6.86%
2	IVVISHARES TR	167,606	$94.2B	5.79%
3	IWBISHARES TR	303,752	$93.2B	5.72%
4	FBNDFIDELITY MERRIMACK STR TR	1,905,268	$87.0B	5.34%
5	AQLTISHARES TR	857,122	$64.8B	3.98%
6	AGGISHARES TR	627,658	$62.1B	3.81%
7	VEAVANGUARD TAX-MANAGED FDS	1,015,961	$51.6B	3.17%
8	AQLTISHARES TR	1,898,824	$43.6B	2.68%
9	ILCGISHARES TR	459,243	$37.2B	2.29%
10	VTVANGUARD INTL EQUITY INDEX F	286,010	$33.2B	2.04%
11	AAPLAPPLE INC	147,160	$32.7B	2.01%	Put
12	AQLTISHARES TR	215,150	$29.6B	1.82%
13	IVEISHARES TR	153,831	$29.3B	1.80%
14	XLFSELECT SECTOR SPDR TR	517,950	$25.8B	1.59%
15	EMXCISHARES INC	446,423	$24.6B	1.51%
16	IEMGISHARES INC	431,773	$23.3B	1.43%
17	FNDFSCHWAB STRATEGIC TR	611,538	$22.1B	1.36%
18	IAGGISHARES TR	431,744	$21.6B	1.33%
19	IJHISHARES TR	361,468	$21.1B	1.30%
20	IWFISHARES TR	53,464	$19.3B	1.19%
21	XLVSELECT SECTOR SPDR TR	124,836	$18.2B	1.12%
22	IJRISHARES TR	160,411	$16.8B	1.03%
23	MSFTMICROSOFT CORP	44,070	$16.5B	1.02%
24	XLKSELECT SECTOR SPDR TR	78,852	$16.3B	1.00%
25	COSTCOSTCO WHSL CORP NEW	17,110	$16.2B	0.99%	Put
26	USIGISHARES TR	309,117	$15.8B	0.97%
27	AVGOBROADCOM INC	90,323	$15.1B	0.93%
28	BNDVANGUARD BD INDEX FDS	178,042	$13.1B	0.80%
29	ORLYOREILLY AUTOMOTIVE INC	8,713	$12.5B	0.77%
30	FISVFISERV INC	54,567	$12.1B	0.74%
31	GOOGLALPHABET INC	77,818	$12.0B	0.74%
32	MAMASTERCARD INCORPORATED	20,385	$11.2B	0.69%
33	INTUINTUIT	18,108	$11.1B	0.68%
34	AJGGALLAGHER ARTHUR J & CO	30,964	$10.7B	0.66%
35	HDHOME DEPOT INC	28,572	$10.5B	0.64%
36	UNHUNITEDHEALTH GROUP INC	19,576	$10.3B	0.63%
37	TJXTJX COS INC NEW	83,858	$10.2B	0.63%
38	GWWGRAINGER W W INC	10,255	$10.1B	0.62%
39	WMWASTE MGMT INC DEL	43,580	$10.1B	0.62%
40	MCKMCKESSON CORP	13,949	$9.4B	0.58%
41	AMZNAMAZON COM INC	48,896	$9.3B	0.57%
42	NFLXNETFLIX INC	9,607	$9.0B	0.55%
43	METAMETA PLATFORMS INC	15,013	$8.7B	0.53%
44	DFATDIMENSIONAL ETF TRUST	166,778	$8.6B	0.53%
45	LINLINDE PLC	18,412	$8.6B	0.53%
46	NVDANVIDIA CORPORATION	76,117	$8.2B	0.51%	Put
47	XLESELECT SECTOR SPDR TR	82,350	$7.7B	0.47%
48	CA8ACACI INTL INC	20,526	$7.5B	0.46%
49	JJACOBS SOLUTIONS INC	58,559	$7.1B	0.43%
50	SCHFSCHWAB STRATEGIC TR	357,843	$7.1B	0.43%
51	VUGVANGUARD INDEX FDS	18,567	$6.9B	0.42%
52	VDEVANGUARD WORLD FD	51,073	$6.6B	0.41%
53	AYIACUITY INC	24,243	$6.4B	0.39%
54	JPMJPMORGAN CHASE & CO.	25,933	$6.4B	0.39%
55	PEPPEPSICO INC	40,444	$6.1B	0.37%
56	IWMISHARES TR	29,360	$5.9B	0.36%
57	VYMIVANGUARD WHITEHALL FDS	78,594	$5.8B	0.36%
58	PGPROCTER AND GAMBLE CO	33,300	$5.7B	0.35%
59	HUBBHUBBELL INC	16,986	$5.6B	0.35%
60	EFAISHARES TR	66,453	$5.4B	0.33%
61	SPYMSPDR SER TR	79,627	$5.2B	0.32%
62	LLYELI LILLY & CO	6,216	$5.1B	0.32%
63	OEFISHARES TR	18,658	$5.1B	0.31%
64	VEUVANGUARD INTL EQUITY INDEX F	82,091	$5.0B	0.31%
65	ADBEADOBE INC	12,684	$4.9B	0.30%
66	EFGISHARES TR	48,140	$4.8B	0.30%
67	MBBISHARES TR	51,277	$4.8B	0.30%
68	ABBVABBVIE INC	22,026	$4.6B	0.28%
69	ESGUISHARES TR	37,372	$4.6B	0.28%
70	NVONOVO-NORDISK A S	64,658	$4.5B	0.28%
71	NDQINVESCO QQQ TR	9,500	$4.5B	0.27%
72	VOOVANGUARD INDEX FDS	8,501	$4.4B	0.27%
73	MCDMCDONALDS CORP	12,898	$4.0B	0.25%
74	BRK-BBERKSHIRE HATHAWAY INC DEL	5	$4.0B	0.25%
75	IWPISHARES TR	33,098	$3.9B	0.24%
76	IWDISHARES TR	20,558	$3.9B	0.24%
77	ACNACCENTURE PLC IRELAND	12,302	$3.8B	0.24%
78	MUNIPIMCO ETF TR	72,581	$3.7B	0.23%
79	ADPAUTOMATIC DATA PROCESSING IN	11,713	$3.6B	0.22%
80	CVXCHEVRON CORP NEW	21,012	$3.5B	0.22%
81	JNJJOHNSON & JOHNSON	20,136	$3.3B	0.21%
82	XCEMCOLUMBIA ETF TR II	109,784	$3.2B	0.20%
83	LOWLOWES COS INC	13,454	$3.1B	0.19%
84	ESGDISHARES TR	37,479	$3.1B	0.19%
85	CATCATERPILLAR INC	9,060	$3.0B	0.18%
86	LMTLOCKHEED MARTIN CORP	6,682	$3.0B	0.18%
87	FNOVFIRST TR EXCHNG TRADED FD VI	61,386	$2.9B	0.18%
88	VBRVANGUARD INDEX FDS	15,250	$2.8B	0.17%
89	VBKVANGUARD INDEX FDS	11,157	$2.8B	0.17%
90	BKBANK NEW YORK MELLON CORP	32,477	$2.7B	0.17%
91	VVISA INC	7,764	$2.7B	0.17%
92	SPEMSPDR INDEX SHS FDS	67,970	$2.7B	0.16%
93	COWZPACER FDS TR	47,818	$2.6B	0.16%
94	EAGGISHARES TR	54,884	$2.6B	0.16%
95	MUBISHARES TR	24,491	$2.6B	0.16%
96	QUALISHARES TR	14,979	$2.6B	0.16%
97	IJSISHARES TR	26,176	$2.6B	0.16%
98	IGROISHARES TR	35,018	$2.5B	0.16%
99	NEENEXTERA ENERGY INC	33,783	$2.4B	0.15%
100	SBUXSTARBUCKS CORP	24,055	$2.4B	0.14%

Page 1 of 3Next