McKinley Carter Wealth Services, Inc. Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$1.8B

Holdings

302

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (302 positions)

StockValue
VXUSVANGUARD STAR FDS
$118.2M
IVVISHARES TR
$103.3M
IWBISHARES TR
$103.2M
FBNDFIDELITY MERRIMACK STR TR
$91.4M
AQLTISHARES TR
$71.3M
AGGISHARES TR
$63.8M
VEAVANGUARD TAX-MANAGED FDS
$57.0M
ILCGISHARES TR
$44.7M
AQLTISHARES TR
$44.3M
VTVANGUARD INTL EQUITY INDEX F
$40.7M
AQLTISHARES TR
$31.7M
AAPLAPPLE INC
$30.4M
IVEISHARES TR
$28.9M
IEMGISHARES INC
$25.6M
AVGOBROADCOM INC
$25.1M
XLKSELECT SECTOR SPDR TR
$25.0M
EMXCISHARES INC
$24.7M
FNDFSCHWAB STRATEGIC TR
$23.4M
MSFTMICROSOFT CORP
$23.3M
IAGGISHARES TR
$23.0M
IWFISHARES TR
$22.5M
IJHISHARES TR
$22.1M
XLFSELECT SECTOR SPDR TR
$22.1M
XLVSELECT SECTOR SPDR TR
$19.6M
COSTCOSTCO WHSL CORP NEW
$17.4M
IXUSISHARES TR
$17.2M
IJRISHARES TR
$16.4M
USIGISHARES TR
$16.3M
INTUINTUIT
$14.7M
GOOGLALPHABET INC
$14.2M
NFLXNETFLIX INC
$13.1M
BNDVANGUARD BD INDEX FDS
$12.7M
NVDANVIDIA CORPORATION
$12.6M
MAMASTERCARD INCORPORATED
$11.7M
ORLYOREILLY AUTOMOTIVE INC
$11.6M
GWWGRAINGER W W INC
$11.3M
METAMETA PLATFORMS INC
$11.3M
AMZNAMAZON COM INC
$11.1M
MCKMCKESSON CORP
$10.7M
TJXTJX COS INC NEW
$10.6M
HDHOME DEPOT INC
$10.6M
WMWASTE MGMT INC DEL
$10.4M
AJGGALLAGHER ARTHUR J & CO
$10.4M
CA8ACACI INTL INC
$9.9M
OEFISHARES TR
$9.7M
FISVFISERV INC
$9.6M
XLESELECT SECTOR SPDR TR
$9.5M
LINLINDE PLC
$9.4M
DFATDIMENSIONAL ETF TRUST
$9.2M
JJACOBS SOLUTIONS INC
$8.4M
VUGVANGUARD INDEX FDS
$8.1M
HUBBHUBBELL INC
$8.1M
XCEMCOLUMBIA ETF TR II
$8.0M
AYIACUITY INC
$7.8M
JPMJPMORGAN CHASE & CO.
$7.8M
SCHFSCHWAB STRATEGIC TR
$7.7M
EFAISHARES TR
$6.7M
IWMISHARES TR
$6.2M
VYMIVANGUARD WHITEHALL FDS
$6.2M
VOOVANGUARD INDEX FDS
$6.2M
VDEVANGUARD WORLD FD
$6.1M
VEUVANGUARD INTL EQUITY INDEX F
$6.1M
NDQINVESCO QQQ TR
$5.9M
UNHUNITEDHEALTH GROUP INC
$5.9M
ADBEADOBE INC
$5.7M
SPYMSPDR SERIES TRUST
$5.7M
PEPPEPSICO INC
$5.6M
PGPROCTER AND GAMBLE CO
$5.3M
VBVANGUARD INDEX FDS
$5.3M
ICEINTERCONTINENTAL EXCHANGE IN
$5.0M
ESGUISHARES TR
$4.8M
LLYELI LILLY & CO
$4.8M
MBBISHARES TR
$4.8M
EFGISHARES TR
$4.6M
ABBVABBVIE INC
$4.5M
IWPISHARES TR
$4.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$4.4M
MUNIPIMCO ETF TR
$4.2M
CATCATERPILLAR INC
$4.0M
IWDISHARES TR
$3.9M
ACWIISHARES TR
$3.9M
MCDMCDONALDS CORP
$3.7M
ACNACCENTURE PLC IRELAND
$3.6M
ADPAUTOMATIC DATA PROCESSING IN
$3.5M
CVXCHEVRON CORP NEW
$3.4M
LMTLOCKHEED MARTIN CORP
$3.4M
BKBANK NEW YORK MELLON CORP
$3.4M
IWRISHARES TR
$3.2M
SPEMSPDR INDEX SHS FDS
$3.1M
ESGDISHARES TR
$3.1M
FNOVFIRST TR EXCHNG TRADED FD VI
$3.1M
LOWLOWES COS INC
$3.1M
VBKVANGUARD INDEX FDS
$3.0M
IJSISHARES TR
$3.0M
TXNTEXAS INSTRS INC
$3.0M
DWDMORGAN STANLEY
$3.0M
JNJJOHNSON & JOHNSON
$2.9M
ABTABBOTT LABS
$2.9M
VBRVANGUARD INDEX FDS
$2.9M
IGROISHARES TR
$2.9M
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