McKinley Carter Wealth Services, Inc. Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$1.8T
Holdings
302
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (302 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VXUSVANGUARD STAR FDS | 1,710,919 | $118.2B | 6.56% | |
| 2 | IVVISHARES TR | 166,332 | $103.3B | 5.73% | |
| 3 | IWBISHARES TR | 303,806 | $103.2B | 5.73% | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 1,998,346 | $91.4B | 5.07% | |
| 5 | AQLTISHARES TR | 853,785 | $71.3B | 3.96% | |
| 6 | AGGISHARES TR | 643,508 | $63.8B | 3.54% | |
| 7 | VEAVANGUARD TAX-MANAGED FDS | 999,160 | $57.0B | 3.16% | |
| 8 | ILCGISHARES TR | 461,073 | $44.7B | 2.48% | |
| 9 | AQLTISHARES TR | 1,928,333 | $44.3B | 2.46% | |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 317,019 | $40.7B | 2.26% | |
| 11 | AQLTISHARES TR | 207,352 | $31.7B | 1.76% | |
| 12 | AAPLAPPLE INC | 148,371 | $30.4B | 1.69% | Put |
| 13 | IVEISHARES TR | 147,767 | $28.9B | 1.60% | |
| 14 | IEMGISHARES INC | 426,320 | $25.6B | 1.42% | |
| 15 | AVGOBROADCOM INC | 90,884 | $25.1B | 1.39% | |
| 16 | XLKSELECT SECTOR SPDR TR | 98,635 | $25.0B | 1.39% | |
| 17 | EMXCISHARES INC | 391,030 | $24.7B | 1.37% | |
| 18 | FNDFSCHWAB STRATEGIC TR | 584,198 | $23.4B | 1.30% | |
| 19 | MSFTMICROSOFT CORP | 46,875 | $23.3B | 1.29% | |
| 20 | IAGGISHARES TR | 449,484 | $23.0B | 1.27% | |
| 21 | IWFISHARES TR | 52,996 | $22.5B | 1.25% | |
| 22 | IJHISHARES TR | 356,555 | $22.1B | 1.23% | |
| 23 | XLFSELECT SECTOR SPDR TR | 421,860 | $22.1B | 1.23% | |
| 24 | XLVSELECT SECTOR SPDR TR | 145,248 | $19.6B | 1.09% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 17,551 | $17.4B | 0.96% | Put |
| 26 | IXUSISHARES TR | 221,876 | $17.2B | 0.95% | |
| 27 | IJRISHARES TR | 150,354 | $16.4B | 0.91% | |
| 28 | USIGISHARES TR | 317,283 | $16.3B | 0.91% | |
| 29 | INTUINTUIT | 18,685 | $14.7B | 0.82% | |
| 30 | GOOGLALPHABET INC | 80,297 | $14.2B | 0.79% | |
| 31 | NFLXNETFLIX INC | 9,802 | $13.1B | 0.73% | |
| 32 | BNDVANGUARD BD INDEX FDS | 172,190 | $12.7B | 0.70% | |
| 33 | NVDANVIDIA CORPORATION | 79,933 | $12.6B | 0.70% | Put |
| 34 | MAMASTERCARD INCORPORATED | 20,901 | $11.7B | 0.65% | |
| 35 | ORLYOREILLY AUTOMOTIVE INC | 128,843 | $11.6B | 0.64% | |
| 36 | GWWGRAINGER W W INC | 10,863 | $11.3B | 0.63% | |
| 37 | METAMETA PLATFORMS INC | 15,307 | $11.3B | 0.63% | |
| 38 | AMZNAMAZON COM INC | 50,744 | $11.1B | 0.62% | |
| 39 | MCKMCKESSON CORP | 14,549 | $10.7B | 0.59% | |
| 40 | TJXTJX COS INC NEW | 85,826 | $10.6B | 0.59% | |
| 41 | HDHOME DEPOT INC | 28,873 | $10.6B | 0.59% | |
| 42 | WMWASTE MGMT INC DEL | 45,391 | $10.4B | 0.58% | |
| 43 | AJGGALLAGHER ARTHUR J & CO | 32,419 | $10.4B | 0.58% | |
| 44 | CA8ACACI INTL INC | 20,822 | $9.9B | 0.55% | |
| 45 | OEFISHARES TR | 31,803 | $9.7B | 0.54% | |
| 46 | FISVFISERV INC | 55,742 | $9.6B | 0.53% | |
| 47 | XLESELECT SECTOR SPDR TR | 112,153 | $9.5B | 0.53% | |
| 48 | LINLINDE PLC | 19,935 | $9.4B | 0.52% | |
| 49 | DFATDIMENSIONAL ETF TRUST | 170,130 | $9.2B | 0.51% | |
| 50 | JJACOBS SOLUTIONS INC | 63,934 | $8.4B | 0.47% | |
| 51 | VUGVANGUARD INDEX FDS | 18,557 | $8.1B | 0.45% | |
| 52 | HUBBHUBBELL INC | 19,829 | $8.1B | 0.45% | |
| 53 | XCEMCOLUMBIA ETF TR II | 233,358 | $8.0B | 0.44% | |
| 54 | AYIACUITY INC | 26,152 | $7.8B | 0.43% | |
| 55 | JPMJPMORGAN CHASE & CO. | 26,884 | $7.8B | 0.43% | |
| 56 | SCHFSCHWAB STRATEGIC TR | 349,783 | $7.7B | 0.43% | |
| 57 | EFAISHARES TR | 74,588 | $6.7B | 0.37% | |
| 58 | IWMISHARES TR | 28,824 | $6.2B | 0.35% | |
| 59 | VYMIVANGUARD WHITEHALL FDS | 77,538 | $6.2B | 0.34% | |
| 60 | VOOVANGUARD INDEX FDS | 10,894 | $6.2B | 0.34% | |
| 61 | VDEVANGUARD WORLD FD | 51,239 | $6.1B | 0.34% | |
| 62 | VEUVANGUARD INTL EQUITY INDEX F | 90,733 | $6.1B | 0.34% | |
| 63 | NDQINVESCO QQQ TR | 10,708 | $5.9B | 0.33% | |
| 64 | UNHUNITEDHEALTH GROUP INC | 18,893 | $5.9B | 0.33% | |
| 65 | ADBEADOBE INC | 14,850 | $5.7B | 0.32% | |
| 66 | SPYMSPDR SERIES TRUST | 77,961 | $5.7B | 0.31% | |
| 67 | PEPPEPSICO INC | 42,297 | $5.6B | 0.31% | |
| 68 | PGPROCTER AND GAMBLE CO | 33,504 | $5.3B | 0.30% | |
| 69 | VBVANGUARD INDEX FDS | 22,256 | $5.3B | 0.29% | |
| 70 | ICEINTERCONTINENTAL EXCHANGE IN | 27,173 | $5.0B | 0.28% | |
| 71 | ESGUISHARES TR | 35,685 | $4.8B | 0.27% | |
| 72 | LLYELI LILLY & CO | 6,180 | $4.8B | 0.27% | |
| 73 | MBBISHARES TR | 50,674 | $4.8B | 0.26% | |
| 74 | EFGISHARES TR | 40,641 | $4.6B | 0.25% | |
| 75 | ABBVABBVIE INC | 24,102 | $4.5B | 0.25% | |
| 76 | IWPISHARES TR | 32,231 | $4.5B | 0.25% | |
| 77 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.4B | 0.24% | |
| 78 | MUNIPIMCO ETF TR | 80,984 | $4.2B | 0.23% | |
| 79 | CATCATERPILLAR INC | 10,307 | $4.0B | 0.22% | |
| 80 | IWDISHARES TR | 20,048 | $3.9B | 0.22% | |
| 81 | ACWIISHARES TR | 30,072 | $3.9B | 0.21% | |
| 82 | MCDMCDONALDS CORP | 12,784 | $3.7B | 0.21% | |
| 83 | ACNACCENTURE PLC IRELAND | 11,980 | $3.6B | 0.20% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 11,462 | $3.5B | 0.20% | |
| 85 | CVXCHEVRON CORP NEW | 24,014 | $3.4B | 0.19% | |
| 86 | LMTLOCKHEED MARTIN CORP | 7,363 | $3.4B | 0.19% | |
| 87 | BKBANK NEW YORK MELLON CORP | 36,771 | $3.4B | 0.19% | |
| 88 | IWRISHARES TR | 34,857 | $3.2B | 0.18% | |
| 89 | SPEMSPDR INDEX SHS FDS | 73,350 | $3.1B | 0.17% | |
| 90 | ESGDISHARES TR | 34,986 | $3.1B | 0.17% | |
| 91 | FNOVFIRST TR EXCHNG TRADED FD VI | 61,386 | $3.1B | 0.17% | |
| 92 | LOWLOWES COS INC | 13,765 | $3.1B | 0.17% | |
| 93 | VBKVANGUARD INDEX FDS | 10,987 | $3.0B | 0.17% | |
| 94 | IJSISHARES TR | 29,932 | $3.0B | 0.17% | |
| 95 | TXNTEXAS INSTRS INC | 14,323 | $3.0B | 0.17% | |
| 96 | DWDMORGAN STANLEY | 21,056 | $3.0B | 0.16% | |
| 97 | JNJJOHNSON & JOHNSON | 19,279 | $2.9B | 0.16% | |
| 98 | ABTABBOTT LABS | 21,332 | $2.9B | 0.16% | |
| 99 | VBRVANGUARD INDEX FDS | 14,850 | $2.9B | 0.16% | |
| 100 | IGROISHARES TR | 36,473 | $2.9B | 0.16% |
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