Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2025)

About Mckinley Carter Wealth Services, Inc.

Investment Activity

Mckinley Carter Wealth Services, Inc. has $1.80 billion in total holdings as of June 30, 2025.
Mckinley Carter Wealth Services, Inc. owns shares of 302 different stocks, but just 56 companies or ETFs make up 80% of its holdings.
Approximately 6.12% of the portfolio was purchased this quarter.
About 2.69% of the portfolio was sold this quarter.
This quarter, Mckinley Carter Wealth Services, Inc. has purchased 297 new stocks and bought additional shares in 108 stocks.
Mckinley Carter Wealth Services, Inc. sold shares of 120 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Vanguard Total International Stock ETF: $118,207,424
iShares Core S&P 500 ETF: $103,275,522
iShares Russell 1000 ETF: $103,163,523
Fidelity Total Bond ETF: $91,424,350
iShares Core MSCI EAFE ETF: $71,274,000

Largest New Holdings this Quarter

46432F834 - iShares Core MSCI Total International Stock ETF: $17,153,262 Holding
45866F104 - Intercontinental Exchange: $4,985,517 Holding
872590104 - T-Mobile US: $1,881,540 Holding
693475105 - The PNC Financial Services Group: $1,621,043 Holding
46137V365 - Invesco S&P 500 Equal Weight Energy ETF: $581,998 Holding

Largest Purchases this Quarter

iShares Core MSCI Total International Stock ETF: 221,876 shares (about $17.15M)
O'Reilly Automotive: 120,130 shares (about $10.83M)
Technology Select Sector SPDR Fund: 19,783 shares (about $5.01M)
Intercontinental Exchange: 27,173 shares (about $4.99M)
Fidelity Total Bond ETF: 93,078 shares (about $4.26M)

Largest Sales this Quarter

Vanguard Total International Stock ETF: 86,613 shares (about $5.98M)
Financial Select Sector SPDR Fund: 96,090 shares (about $5.03M)
iShares MSCI Emerging Markets ex China ETF: 55,393 shares (about $3.50M)
Air Products and Chemicals: 7,113 shares (about $2.01M)
Vanguard Tax-Exempt Bond ETF: 31,524 shares (about $1.55M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VXUS Vanguard Total International Stock ETF	$118,207,424	$5,984,094 ▼	-4.8%	1,710,919	6.6%	ETF
IVV iShares Core S&P 500 ETF	$103,275,522	$791,026 ▼	-0.8%	166,332	5.7%	ETF
IWB iShares Russell 1000 ETF	$103,163,523	$18,337 ▲	0.0%	303,806	5.7%	ETF
FBND Fidelity Total Bond ETF	$91,424,350	$4,258,319 ▲	4.9%	1,998,346	5.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$71,274,000	$278,573 ▼	-0.4%	853,785	4.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$63,836,009	$1,572,320 ▲	2.5%	643,508	3.5%	Finance
VEA Vanguard FTSE Developed Markets ETF	$56,962,092	$957,825 ▼	-1.7%	999,160	3.2%	ETF
ILCG iShares Morningstar Growth ETF	$44,678,009	$177,327 ▲	0.4%	461,073	2.5%	ETF
GOVT iShares U.S. Treasury Bond ETF	$44,313,096	$678,117 ▲	1.6%	1,928,333	2.5%	ETF
VT Vanguard Total World Stock ETF	$40,743,219	$3,985,271 ▲	10.8%	317,019	2.3%	ETF
IWL iShares Russell Top 200 ETF	$31,749,733	$1,194,030 ▼	-3.6%	207,352	1.8%	ETF
AAPL Apple	$30,441,286	$248,461 ▲	0.8%	148,371	1.7%	Computer and Technology
IVE iShares S&P 500 Value ETF	$28,876,695	$1,185,030 ▼	-3.9%	147,767	1.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$25,591,966	$327,343 ▼	-1.3%	426,320	1.4%	ETF
AVGO Broadcom	$25,052,099	$154,639 ▲	0.6%	90,884	1.4%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$24,977,376	$5,009,656 ▲	25.1%	98,635	1.4%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$24,689,647	$3,497,516 ▼	-12.4%	391,030	1.4%	Manufacturing
FNDF Schwab Fundamental International Equity ETF	$23,379,585	$1,094,146 ▼	-4.5%	584,198	1.3%	ETF
MSFT Microsoft	$23,316,079	$1,395,234 ▲	6.4%	46,875	1.3%	Computer and Technology
IAGG iShares Core International Aggregate Bond ETF	$22,964,138	$906,337 ▲	4.1%	449,484	1.3%	ETF
IWF iShares Russell 1000 Growth ETF	$22,501,024	$198,703 ▼	-0.9%	52,996	1.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$22,113,526	$304,704 ▼	-1.4%	356,555	1.2%	ETF
XLF Financial Select Sector SPDR Fund	$22,092,819	$5,032,236 ▼	-18.6%	421,860	1.2%	ETF
XLV Health Care Select Sector SPDR Fund	$19,578,004	$2,751,337 ▲	16.4%	145,248	1.1%	ETF
COST Costco Wholesale	$17,374,445	$436,564 ▲	2.6%	17,551	1.0%	Retail/Wholesale
IXUS iShares Core MSCI Total International Stock ETF	$17,153,262	$17,153,262 ▲	New Holding	221,876	1.0%	Manufacturing
IJR iShares Core S&P Small-Cap ETF	$16,432,149	$1,099,127 ▼	-6.3%	150,354	0.9%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$16,321,048	$420,059 ▲	2.6%	317,283	0.9%	Manufacturing
INTU Intuit	$14,717,222	$454,473 ▲	3.2%	18,685	0.8%	Computer and Technology
GOOGL Alphabet	$14,150,823	$436,877 ▲	3.2%	80,297	0.8%	Computer and Technology
NFLX Netflix	$13,126,153	$261,130 ▲	2.0%	9,802	0.7%	Consumer Discretionary
BND Vanguard Total Bond Market ETF	$12,678,337	$430,882 ▼	-3.3%	172,190	0.7%	ETF
NVDA NVIDIA	$12,628,650	$602,892 ▲	5.0%	79,933	0.7%	Computer and Technology
MA Mastercard	$11,744,913	$289,956 ▲	2.5%	20,901	0.7%	Business Services
ORLY O'Reilly Automotive	$11,612,629	$10,827,326 ▲	1,378.7%	128,843	0.6%	Retail/Wholesale
GWW W.W. Grainger	$11,300,320	$632,477 ▲	5.9%	10,863	0.6%	Industrials
META Meta Platforms	$11,297,580	$216,991 ▲	2.0%	15,307	0.6%	Computer and Technology
AMZN Amazon.com	$11,132,672	$405,431 ▲	3.8%	50,744	0.6%	Retail/Wholesale
MCK McKesson	$10,660,876	$439,654 ▲	4.3%	14,549	0.6%	Medical
TJX TJX Companies	$10,598,640	$243,028 ▲	2.3%	85,826	0.6%	Retail/Wholesale
HD Home Depot	$10,585,967	$110,358 ▲	1.1%	28,873	0.6%	Retail/Wholesale
WM Waste Management	$10,386,344	$414,392 ▲	4.2%	45,391	0.6%	Business Services
AJG Arthur J. Gallagher & Co.	$10,377,945	$465,773 ▲	4.7%	32,419	0.6%	Finance
CACI CACI International	$9,925,848	$141,103 ▲	1.4%	20,822	0.6%	Computer and Technology
OEF iShares S&P 100 ETF	$9,679,211	$4,000,668 ▲	70.5%	31,803	0.5%	ETF
FI Fiserv	$9,610,479	$202,582 ▲	2.2%	55,742	0.5%	Business Services
XLE Energy Select Sector SPDR Fund	$9,511,708	$2,527,596 ▲	36.2%	112,153	0.5%	ETF
LINDE PLC	$9,353,154	$714,565 ▲	8.3%	19,935	0.5%	SHS
DFAT Dimensional U.S. Targeted Value ETF	$9,180,224	$180,874 ▲	2.0%	170,130	0.5%	ETF
J Jacobs Solutions	$8,404,122	$706,544 ▲	9.2%	63,934	0.5%	Business Services
VUG Vanguard Growth ETF	$8,135,438	$4,384 ▼	-0.1%	18,557	0.5%	ETF
HUBB Hubbell	$8,098,456	$1,161,123 ▲	16.7%	19,829	0.4%	Industrials
XCEM Columbia EM Core ex-China ETF	$7,976,193	$4,223,768 ▲	112.6%	233,358	0.4%	ETF
AYI Acuity	$7,802,222	$569,534 ▲	7.9%	26,152	0.4%	Business Services
JPM JPMorgan Chase & Co.	$7,793,801	$275,699 ▲	3.7%	26,884	0.4%	Finance
SCHF Schwab International Equity ETF	$7,730,199	$178,126 ▼	-2.3%	349,783	0.4%	ETF
EFA iShares MSCI EAFE ETF	$6,667,423	$727,188 ▲	12.2%	74,588	0.4%	Finance
IWM iShares Russell 2000 ETF	$6,219,888	$115,663 ▼	-1.8%	28,824	0.3%	Finance
VYMI Vanguard International High Dividend Yield ETF	$6,211,536	$84,596 ▼	-1.3%	77,538	0.3%	ETF
VOO Vanguard S&P 500 ETF	$6,188,134	$1,359,299 ▲	28.1%	10,894	0.3%	ETF
VDE Vanguard Energy ETF	$6,103,575	$19,774 ▲	0.3%	51,239	0.3%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$6,099,077	$580,916 ▲	10.5%	90,733	0.3%	ETF
QQQ Invesco QQQ	$5,906,766	$666,359 ▲	12.7%	10,708	0.3%	Finance
UNH UnitedHealth Group	$5,894,183	$213,080 ▼	-3.5%	18,893	0.3%	Medical
ADBE Adobe	$5,745,217	$837,989 ▲	17.1%	14,850	0.3%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$5,666,968	$121,101 ▼	-2.1%	77,961	0.3%	ETF
PEP PepsiCo	$5,584,875	$244,669 ▲	4.6%	42,297	0.3%	Consumer Staples
PG Procter & Gamble	$5,337,884	$32,501 ▲	0.6%	33,504	0.3%	Consumer Staples
VB Vanguard Small-Cap ETF	$5,274,263	$2,867,478 ▲	119.1%	22,256	0.3%	ETF
ICE Intercontinental Exchange	$4,985,517	$4,985,517 ▲	New Holding	27,173	0.3%	Finance
ESGU iShares ESG Aware MSCI USA ETF	$4,828,181	$228,251 ▼	-4.5%	35,685	0.3%	Manufacturing
LLY Eli Lilly and Company	$4,817,543	$28,063 ▼	-0.6%	6,180	0.3%	Medical
MBB iShares MBS ETF	$4,757,802	$56,616 ▼	-1.2%	50,674	0.3%	ETF
EFG iShares MSCI EAFE Growth ETF	$4,551,832	$839,895 ▼	-15.6%	40,641	0.3%	ETF
ABBV AbbVie	$4,473,885	$385,353 ▲	9.4%	24,102	0.2%	Medical
IWP iShares Russell Mid-Cap Growth ETF	$4,469,806	$120,236 ▼	-2.6%	32,231	0.2%	ETF
BRK.A Berkshire Hathaway	$4,372,800	$728,800 ▲	20.0%	6	0.2%	Finance
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$4,159,337	$431,578 ▲	11.6%	80,984	0.2%	ETF
CAT Caterpillar	$4,001,259	$484,095 ▲	13.8%	10,307	0.2%	Industrials
IWD iShares Russell 1000 Value ETF	$3,893,924	$99,057 ▼	-2.5%	20,048	0.2%	ETF
ACWI iShares MSCI ACWI ETF	$3,867,234	$3,569,398 ▲	1,198.4%	30,072	0.2%	Manufacturing
MCD McDonald's	$3,735,144	$33,308 ▼	-0.9%	12,784	0.2%	Retail/Wholesale
ACN Accenture	$3,580,795	$96,245 ▼	-2.6%	11,980	0.2%	Computer and Technology
ADP Automatic Data Processing	$3,534,910	$77,409 ▼	-2.1%	11,462	0.2%	Computer and Technology
CVX Chevron	$3,438,559	$429,856 ▲	14.3%	24,014	0.2%	Energy
LMT Lockheed Martin	$3,410,296	$315,416 ▲	10.2%	7,363	0.2%	Aerospace
BK Bank of New York Mellon	$3,350,207	$391,226 ▲	13.2%	36,771	0.2%	Finance
IWR iShares Russell Mid-Cap ETF	$3,205,754	$665,486 ▲	26.2%	34,857	0.2%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$3,134,977	$229,941 ▲	7.9%	73,350	0.2%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$3,121,448	$222,425 ▼	-6.7%	34,986	0.2%	Manufacturing
FNOV FT Vest U.S. Equity Buffer ETF - November	$3,076,053		0.0%	61,386	0.2%	ETF
LOW Lowe's Companies	$3,054,016	$69,001 ▲	2.3%	13,765	0.2%	Retail/Wholesale
VBK Vanguard Small-Cap Growth ETF	$3,042,740	$47,080 ▼	-1.5%	10,987	0.2%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$2,977,903	$373,680 ▲	14.3%	29,932	0.2%	ETF
TXN Texas Instruments	$2,973,838	$420,237 ▲	16.5%	14,323	0.2%	Computer and Technology
MS Morgan Stanley	$2,965,915	$369,472 ▲	14.2%	21,056	0.2%	Finance
JNJ Johnson & Johnson	$2,944,923	$130,909 ▼	-4.3%	19,279	0.2%	Medical
ABT Abbott Laboratories	$2,901,353	$2,089,377 ▲	257.3%	21,332	0.2%	Medical
VBR Vanguard Small-Cap Value ETF	$2,895,821	$78,002 ▼	-2.6%	14,850	0.2%	ETF
IGRO iShares International Dividend Growth ETF	$2,877,332	$114,784 ▲	4.2%	36,473	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2025)

About Mckinley Carter Wealth Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2025)

About Mckinley Carter Wealth Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMckinley Carter Wealth Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools