McKinley Carter Wealth Services, Inc. Q4 2024 Filing

Filed January 23, 2025

Portfolio Value

$1.6B

Holdings

290

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (290 positions)

#StockSharesValue% PortfolioType
101
WFCWELLS FARGO CO NEW
3,764$264.4B16176.84%
102
GUNRFLEXSHARES TR
7,235$263.1B16096.13%
103
PFEPFIZER INC
9,892$262.4B16058.13%
104
IDAIDACORP INC
2,397$261.9B16027.60%
105
ROPROPER TECHNOLOGIES INC
496$257.8B15776.80%
106
BACVERIZON COMMUNICATIONS INC
6,382$255.2B15616.18%
107
CMECME GROUP INC
1,099$255.2B15616.18%
108
IXNISHARES TR
3,009$255.0B15603.45%
109
AQLTISHARES TR
1,899$249.3B15255.12%
110
STXGEA SERIES TRUST
5,730$248.8B15222.44%
111
CLXCLOROX CO DEL
1,528$248.1B15181.75%
112
ITOTISHARES TR
1,912$246.0B15049.83%
113
NXPINXP SEMICONDUCTORS N V
1,175$244.2B14943.31%
114
DAUGFIRST TR EXCHNG TRADED FD VI
6,080$241.3B14761.70%
115
SLYVSPDR SER TR
2,755$240.4B14707.74%
116
LNTALLIANT ENERGY CORP
4,020$237.7B14546.76%
117
4I1PHILIP MORRIS INTL INC
1,975$237.7B14543.82%
118
BNDXVANGUARD CHARLOTTE FDS
4,737$232.4B14217.94%
119
VGITVANGUARD SCOTTSDALE FDS
3,957$229.5B14042.76%
120
AMLPALPS ETF TR
4,720$227.3B13908.03%
121
HSYHERSHEY CO
1,335$226.1B13833.32%
122
SPSMSPDR SER TR
4,924$221.2B13533.87%
123
AORISHARES TR
3,851$220.7B13506.39%
124
SHWSHERWIN WILLIAMS CO
640$217.6B13311.58%
125
ACWIISHARES TR
1,849$217.3B13294.32%
126
KHCKRAFT HEINZ CO
6,978$214.3B13112.29%
127
STXVEA SERIES TRUST
7,245$213.8B13080.11%
128
FCFFIRST COMWLTH FINL CORP PA
12,500$211.5B12941.03%
129
AWCAMERICAN WTR WKS CO INC NEW
1,686$209.9B12841.84%
130
VVVANGUARD INDEX FDS
778$209.7B12832.48%
131
TTTRANE TECHNOLOGIES PLC
567$209.4B12813.88%
132
IBMINTERNATIONAL BUSINESS MACHS
945$207.8B12711.58%
133
SYKSTRYKER CORPORATION
575$207.0B12667.46%
134
VONVVANGUARD SCOTTSDALE FDS
2,500$203.1B12429.38%
135
BNLBROADSTONE NET LEASE INC
11,938$189.3B11584.94%
136
NSPRINSPIREMD INC
10,000$26.3B1609.22%
137
IVVISHARES TR
183,144$107.8M6.60%
138
IWBISHARES TR
310,196$99.9M6.11%
139
VEAVANGUARD TAX-MANAGED FDS
1,921,183$91.9M5.62%
140
FBNDFIDELITY MERRIMACK STR TR
1,550,144$69.6M4.26%
141
AQLTISHARES TR
894,189$62.8M3.85%
142
AGGISHARES TR
631,509$61.2M3.74%
143
AQLTISHARES TR
365,416$52.9M3.24%
144
IVEISHARES TR
273,206$52.1M3.19%
145
EMXCISHARES INC
882,140$48.9M2.99%
146
FNDFSCHWAB STRATEGIC TR
956,262$31.8M1.94%
147
EFGISHARES TR
320,129$31.0M1.90%
148
AQLTISHARES TR
1,305,646$30.0M1.84%
149
XLFSELECT SECTOR SPDR TR
483,943$23.4M1.43%
150
AVGOBROADCOM INC
97,260$22.5M1.38%
151
IWFISHARES TR
53,926$21.7M1.33%
152
IEMGISHARES INC
398,473$20.8M1.27%
153
XLKSELECT SECTOR SPDR TR
86,029$20.0M1.22%
154
MSFTMICROSOFT CORP
44,280$18.7M1.14%
155
MUBISHARES TR
174,379$18.6M1.14%
156
IJRISHARES TR
159,344$18.4M1.12%
157
VTEBVANGUARD MUN BD FDS
364,675$18.3M1.12%
158
IJHISHARES TR
277,387$17.3M1.06%
159
XLVSELECT SECTOR SPDR TR
123,711$17.0M1.04%
160
COSTCOSTCO WHSL CORP NEW
17,463$16.0M0.98%
161
GOOGLALPHABET INC
78,843$14.9M0.91%
162
BNDVANGUARD BD INDEX FDS
198,644$14.3M0.87%
163
BINCBLACKROCK ETF TRUST II
244,280$12.7M0.78%
164
FISVFISERV INC
57,505$11.8M0.72%
165
INTUINTUIT
18,107$11.4M0.70%
166
HDHOME DEPOT INC
28,895$11.2M0.69%
167
MUNIPIMCO ETF TR
210,831$10.9M0.67%
168
GWWGRAINGER W W INC
10,314$10.9M0.67%
169
MAMASTERCARD INCORPORATED
20,386$10.7M0.66%
170
ORLYOREILLY AUTOMOTIVE INC
8,899$10.6M0.65%
171
AMZNAMAZON COM INC
47,931$10.5M0.64%
172
TJXTJX COS INC NEW
84,683$10.2M0.63%
173
ISTBISHARES TR
212,797$10.2M0.62%
174
USIGISHARES TR
197,426$9.9M0.61%
175
NVDANVIDIA CORPORATION
72,065$9.7M0.59%
176
UNHUNITEDHEALTH GROUP INC
19,081$9.7M0.59%
177
DFATDIMENSIONAL ETF TRUST
159,827$8.9M0.54%
178
AJGGALLAGHER ARTHUR J & CO
31,241$8.9M0.54%
179
WMWASTE MGMT INC DEL
43,746$8.8M0.54%
180
CA8ACACI INTL INC
20,755$8.4M0.51%
181
METAMETA PLATFORMS INC
13,787$8.1M0.49%
182
MBBISHARES TR
87,702$8.0M0.49%
183
NFLXNETFLIX INC
8,908$7.9M0.49%
184
MCKMCKESSON CORP
13,748$7.8M0.48%
185
VUGVANGUARD INDEX FDS
18,844$7.7M0.47%
186
SCHFSCHWAB STRATEGIC TR
414,282$7.7M0.47%
187
JJACOBS SOLUTIONS INC
57,088$7.6M0.47%
188
HUBBHUBBELL INC
18,044$7.6M0.46%
189
LINLINDE PLC
17,759$7.4M0.45%
190
IWMISHARES TR
32,247$7.1M0.44%
191
EFAISHARES TR
88,788$6.7M0.41%
192
XLESELECT SECTOR SPDR TR
78,095$6.7M0.41%
193
AYIACUITY BRANDS INC
22,620$6.6M0.40%
194
JPMJPMORGAN CHASE & CO.
26,037$6.2M0.38%
195
SPYMSPDR SER TR
89,554$6.2M0.38%
196
PEPPEPSICO INC
40,462$6.2M0.38%
197
VDEVANGUARD WORLD FD
50,338$6.1M0.37%
198
ADBEADOBE INC
12,693$5.6M0.35%
199
PGPROCTER AND GAMBLE CO
33,286$5.6M0.34%
200
NVONOVO-NORDISK A S
64,424$5.5M0.34%
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