Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2024)

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About Mckinley Carter Wealth Services, Inc.

Investment Activity

Mckinley Carter Wealth Services, Inc. has $1.50 billion in total holdings as of March 31, 2024.
Mckinley Carter Wealth Services, Inc. owns shares of 298 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 6.20% of the portfolio was purchased this quarter.
About 2.31% of the portfolio was sold this quarter.
This quarter, Mckinley Carter Wealth Services, Inc. has purchased 301 new stocks and bought additional shares in 116 stocks.
Mckinley Carter Wealth Services, Inc. sold shares of 118 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $91,353,625
iShares S&P 500 Value ETF: $88,120,300
iShares Core U.S. Aggregate Bond ETF: $87,260,803
Vanguard FTSE Developed Markets ETF: $79,675,198
iShares Russell 1000 ETF: $64,400,368

Largest New Holdings this Quarter

BlackRock Flexible Income ETF: $10,157,110 Holding
Hubbell: $6,091,499 Holding
GRAYSCALE BITCOIN TR BTC: $2,101,856 Holding
Super Micro Computer: $227,257 Holding
EA SERIES TRUST: $218,530 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 206,850 shares (about $12.56M)
BlackRock Flexible Income ETF: 193,616 shares (about $10.16M)
Hubbell: 14,677 shares (about $6.09M)
Amazon.com: 33,611 shares (about $6.06M)
iShares MSCI Emerging Markets ex China ETF: 82,711 shares (about $4.76M)

Largest Sales this Quarter

Thermo Fisher Scientific: 9,196 shares (about $5.34M)
Tractor Supply: 19,661 shares (about $5.15M)
iShares MBS ETF: 52,801 shares (about $4.88M)
iShares Broad USD Investment Grade Corporate Bond ETF: 57,147 shares (about $2.90M)
Technology Select Sector SPDR Fund: 6,121 shares (about $1.27M)

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
IVV iShares Core S&P 500 ETF	$91,353,625	$3,446,166 ▲	3.9%	173,765	6.1%	ETF
IVE iShares S&P 500 Value ETF	$88,120,300	$571,265 ▲	0.7%	471,711	5.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$87,260,803	$4,755,378 ▲	5.8%	890,962	5.8%	Finance
VEA Vanguard FTSE Developed Markets ETF	$79,675,198	$2,354,930 ▲	3.0%	1,588,104	5.3%	ETF
IWB iShares Russell 1000 ETF	$64,400,368	$831,543 ▲	1.3%	223,589	4.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$60,045,568	$2,404,581 ▲	4.2%	809,021	4.0%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$52,832,820	$4,761,675 ▲	9.9%	917,714	3.5%	Manufacturing
IWL iShares Russell Top 200 ETF	$48,865,139	$2,736,764 ▲	5.9%	384,402	3.3%	ETF
EFG iShares MSCI EAFE Growth ETF	$28,397,192	$1,077,342 ▲	3.9%	273,602	1.9%	ETF
GOVT iShares U.S. Treasury Bond ETF	$26,530,902	$2,036,367 ▲	8.3%	1,165,169	1.8%	ETF
AAPL Apple	$25,453,060	$589,718 ▲	2.4%	148,432	1.7%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$23,189,032	$1,079,393 ▲	4.9%	452,204	1.5%	Manufacturing
XLK Technology Select Sector SPDR Fund	$22,404,328	$1,274,826 ▼	-5.4%	107,573	1.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$18,937,422	$1,236,543 ▲	7.0%	367,004	1.3%	ETF
IWF iShares Russell 1000 Growth ETF	$18,743,023	$175,603 ▼	-0.9%	55,609	1.3%	ETF
MSFT Microsoft	$18,735,717	$411,880 ▲	2.2%	44,533	1.3%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$16,955,643	$1,349,360 ▲	8.6%	114,775	1.1%	ETF
XLF Financial Select Sector SPDR Fund	$16,903,061	$408,522 ▲	2.5%	401,307	1.1%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$15,885,252	$2,823,933 ▲	21.6%	313,938	1.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$15,497,101	$12,564,084 ▲	428.4%	255,138	1.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$15,074,422	$26,856 ▼	-0.2%	136,395	1.0%	ETF
AVGO Broadcom	$14,318,440	$319,425 ▼	-2.2%	10,803	1.0%	Computer and Technology
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$13,616,936	$238,004 ▲	1.8%	259,518	0.9%	ETF
COST Costco Wholesale	$13,425,519	$84,253 ▲	0.6%	18,325	0.9%	Retail/Wholesale
MUB iShares National Muni Bond ETF	$12,982,835	$1,449,268 ▲	12.6%	120,658	0.9%	ETF
BND Vanguard Total Bond Market ETF	$12,334,076	$941,937 ▼	-7.1%	169,821	0.8%	ETF
GOOGL Alphabet	$12,011,010	$410,077 ▲	3.5%	79,580	0.8%	Computer and Technology
ISCF iShares MSCI Intl Small-Cap Multifactor ETF	$11,924,391	$961,566 ▲	8.8%	361,564	0.8%	ETF
INTU Intuit	$11,739,791	$170,952 ▲	1.5%	18,061	0.8%	Computer and Technology
HD Home Depot	$10,850,169	$210,597 ▲	2.0%	28,285	0.7%	Retail/Wholesale
ACN Accenture	$10,447,244	$324,776 ▲	3.2%	30,141	0.7%	Business Services
GWW W.W. Grainger	$10,429,145	$192,266 ▲	1.9%	10,252	0.7%	Industrial Products
BINC BlackRock Flexible Income ETF	$10,157,110	$10,157,110 ▲	New Holding	193,616	0.7%	ETF
ORLY O'Reilly Automotive	$9,931,887	$223,518 ▲	2.3%	8,798	0.7%	Retail/Wholesale
MA Mastercard	$9,664,176	$164,697 ▲	1.7%	20,068	0.6%	Business Services
FI Fiserv	$9,619,406	$138,404 ▲	1.5%	60,189	0.6%	Business Services
WM Waste Management	$9,281,195	$342,532 ▲	3.8%	43,543	0.6%	Business Services
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$9,063,696	$2,901,347 ▼	-24.2%	178,525	0.6%	Manufacturing
ISTB iShares Core 1-5 Year USD Bond ETF	$8,885,156	$460,122 ▲	5.5%	187,292	0.6%	Manufacturing
TJX TJX Companies	$8,668,147	$265,618 ▲	3.2%	85,468	0.6%	Retail/Wholesale
SCHF Schwab International Equity ETF	$8,652,138	$49,048 ▼	-0.6%	221,736	0.6%	ETF
UNH UnitedHealth Group	$8,245,445	$360,132 ▲	4.6%	16,668	0.6%	Medical
CACI CACI International	$8,182,728	$289,426 ▲	3.7%	21,600	0.5%	Computer and Technology
J Jacobs Solutions	$8,039,879	$291,624 ▲	3.8%	52,299	0.5%	Business Services
NVO Novo Nordisk A/S	$8,024,911	$275,163 ▲	3.6%	62,499	0.5%	Medical
LINDE PLC	$7,865,062	$363,096 ▲	4.8%	16,939	0.5%	SHS
DFAT Dimensional U.S. Targeted Value ETF	$7,660,979	$91,497 ▲	1.2%	140,749	0.5%	ETF
SBUX Starbucks	$7,622,039	$580,328 ▲	8.2%	83,401	0.5%	Retail/Wholesale
AJG Arthur J. Gallagher & Co.	$7,585,674	$371,307 ▲	5.1%	30,338	0.5%	Finance
AMZN Amazon.com	$7,432,919	$6,062,752 ▲	442.5%	41,207	0.5%	Retail/Wholesale
MBB iShares MBS ETF	$7,375,491	$4,879,872 ▼	-39.8%	79,804	0.5%	ETF
IWM iShares Russell 2000 ETF	$7,311,850	$205,882 ▼	-2.7%	34,769	0.5%	Finance
PEP PepsiCo	$7,151,139	$213,164 ▲	3.1%	40,861	0.5%	Consumer Staples
VUG Vanguard Growth ETF	$6,756,968	$156,266 ▼	-2.3%	19,631	0.5%	ETF
GPN Global Payments	$6,601,879	$326,131 ▲	5.2%	49,393	0.4%	Business Services
MCK McKesson	$6,579,470	$598,036 ▲	10.0%	12,256	0.4%	Medical
SPLG SPDR Portfolio S&P 500 ETF	$6,489,072	$340,507 ▼	-5.0%	105,462	0.4%	ETF
ADBE Adobe	$6,355,942	$430,928 ▲	7.3%	12,596	0.4%	Computer and Technology
HUBB Hubbell	$6,091,499	$6,091,499 ▲	New Holding	14,677	0.4%	Industrial Products
VDE Vanguard Energy ETF	$5,945,684	$499,403 ▲	9.2%	45,146	0.4%	ETF
MNST Monster Beverage	$5,674,341	$637,556 ▲	12.7%	95,721	0.4%	Consumer Staples
EFA iShares MSCI EAFE ETF	$5,534,000	$242,136 ▼	-4.2%	69,296	0.4%	Finance
PG Procter & Gamble	$5,460,648	$150,567 ▼	-2.7%	33,656	0.4%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$5,423,309	$1,592,944 ▲	41.6%	71,023	0.4%	ETF
VYMI Vanguard International High Dividend Yield ETF	$5,182,549	$157,895 ▲	3.1%	75,328	0.3%	ETF
JPM JPMorgan Chase & Co.	$4,946,162	$644,559 ▼	-11.5%	24,694	0.3%	Finance
OEF iShares S&P 100 ETF	$4,883,656	$462,660 ▼	-8.7%	19,739	0.3%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$4,853,903	$135,651 ▼	-2.7%	42,223	0.3%	Manufacturing
VEU Vanguard FTSE All-World ex-US ETF	$4,833,713	$208,325 ▼	-4.1%	82,416	0.3%	ETF
LLY Eli Lilly and Company	$4,801,190	$1,082,057 ▼	-18.4%	6,172	0.3%	Medical
QQQ Invesco QQQ	$4,489,663	$59,939 ▼	-1.3%	10,112	0.3%	Finance
IWD iShares Russell 1000 Value ETF	$4,369,389	$67,524 ▼	-1.5%	24,395	0.3%	ETF
XCEM Columbia EM Core ex-China ETF	$4,330,279	$51,191 ▲	1.2%	139,237	0.3%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$4,267,672	$145,414 ▼	-3.3%	37,390	0.3%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$4,102,685	$95,939 ▼	-2.3%	112,126	0.3%	ETF
COWZ Pacer US Cash Cows 100 ETF	$3,886,457	$282,531 ▲	7.8%	66,881	0.3%	ETF
ABBV AbbVie	$3,805,943	$68,471 ▲	1.8%	20,900	0.3%	Medical
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF	$3,639,248	$228,909 ▲	6.7%	92,655	0.2%	ETF
CAT Caterpillar	$3,459,304	$67,420 ▼	-1.9%	9,441	0.2%	Industrial Products
IJS iShares S&P Small-Cap 600 Value ETF	$3,440,144	$143,044 ▼	-4.0%	33,477	0.2%	ETF
MCD McDonald's	$3,384,515	$16,071 ▼	-0.5%	12,004	0.2%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$3,348,153	$218,746 ▼	-6.1%	17,449	0.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$3,323,975	$49,634 ▲	1.5%	20,225	0.2%	ETF
TMO Thermo Fisher Scientific	$3,305,105	$5,344,425 ▼	-61.8%	5,687	0.2%	Medical
LOW Lowe's Companies	$3,279,204	$20,888 ▲	0.6%	12,873	0.2%	Retail/Wholesale
VBK Vanguard Small-Cap Growth ETF	$3,231,624	$51,101 ▼	-1.6%	12,395	0.2%	ETF
CVX Chevron	$3,199,534	$15,300 ▼	-0.5%	20,284	0.2%	Oils/Energy
BRK.A Berkshire Hathaway	$3,172,200		0.0%	5	0.2%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$3,146,791	$102,852 ▼	-3.2%	86,952	0.2%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$3,129,917	$117,867 ▼	-3.6%	39,168	0.2%	Manufacturing
JNJ Johnson & Johnson	$3,034,097	$97,920 ▲	3.3%	19,180	0.2%	Medical
VB Vanguard Small-Cap ETF	$3,027,227	$538,788 ▼	-15.1%	13,243	0.2%	ETF
TSCO Tractor Supply	$3,003,808	$5,145,758 ▼	-63.1%	11,477	0.2%	Retail/Wholesale
LMT Lockheed Martin	$2,923,528	$83,698 ▲	2.9%	6,427	0.2%	Aerospace
MRK Merck & Co., Inc.	$2,829,215	$82,467 ▲	3.0%	21,442	0.2%	Medical
ADP Automatic Data Processing	$2,795,829	$41,956 ▲	1.5%	11,195	0.2%	Business Services
META Meta Platforms	$2,783,961	$136,454 ▲	5.2%	5,733	0.2%	Computer and Technology
FNOV FT Vest U.S. Equity Buffer ETF - November	$2,705,108		0.0%	60,465	0.2%	ETF
ITW Illinois Tool Works	$2,564,933	$21,734 ▲	0.9%	9,559	0.2%	Industrial Products
SPDW SPDR Portfolio Developed World ex-US ETF	$2,562,760	$64,798 ▼	-2.5%	71,506	0.2%	ETF
V Visa	$2,513,116	$1,083,389 ▲	75.8%	9,005	0.2%	Business Services
VIGI Vanguard International Dividend Appreciation ETF	$2,434,683	$51,120 ▲	2.1%	29,862	0.2%	ETF
IWR iShares Russell Mid-Cap ETF	$2,295,793	$48,687 ▼	-2.1%	27,302	0.2%	ETF
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$2,270,812	$157,792 ▲	7.5%	25,458	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$2,141,041	$153,462 ▼	-6.7%	27,694	0.1%	ETF
GRAYSCALE BITCOIN TR BTC	$2,101,856	$2,101,856 ▲	New Holding	33,273	0.1%	SHS REP COM UT
TXN Texas Instruments	$2,066,689	$46,689 ▲	2.3%	11,863	0.1%	Computer and Technology
GD General Dynamics	$1,978,223	$6,497 ▼	-0.3%	7,003	0.1%	Aerospace
VOO Vanguard S&P 500 ETF	$1,941,252	$28,845 ▲	1.5%	4,038	0.1%	ETF
FVD First Trust Value Line Dividend Index Fund	$1,932,994	$172,721 ▼	-8.2%	45,773	0.1%	ETF
APD Air Products and Chemicals	$1,903,982	$71,227 ▲	3.9%	7,859	0.1%	Basic Materials
VDC Vanguard Consumer Staples ETF	$1,868,257	$48,584 ▼	-2.5%	9,152	0.1%	ETF
XOM Exxon Mobil	$1,802,685	$254,571 ▲	16.4%	15,508	0.1%	Oils/Energy
SPY SPDR S&P 500 ETF Trust	$1,771,525		0.0%	3,387	0.1%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$1,762,119	$55,640 ▼	-3.1%	3,167	0.1%	ETF
VTI Vanguard Total Stock Market Index Fund ETF Shares	$1,739,170	$72,249 ▼	-4.0%	6,692	0.1%	ETF
VTV Vanguard Value ETF	$1,735,600	$153,903 ▼	-8.1%	10,657	0.1%	ETF
USB U.S. Bancorp	$1,734,308	$52,925 ▲	3.1%	38,799	0.1%	Finance
VO Vanguard Mid-Cap ETF	$1,704,759	$116,432 ▼	-6.4%	6,823	0.1%	ETF
CHCO City	$1,682,267	$1,148,436 ▲	215.1%	16,141	0.1%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$1,680,535	$113,735 ▼	-6.3%	12,855	0.1%	ETF
SUB iShares Short-Term National Muni Bond ETF	$1,678,098	$49,956 ▲	3.1%	16,023	0.1%	ETF
CLX Clorox	$1,671,100	$69,514 ▲	4.3%	10,914	0.1%	Consumer Staples
IWO iShares Russell 2000 Growth ETF	$1,663,254	$14,352 ▼	-0.9%	6,142	0.1%	ETF
MDLZ Mondelez International	$1,656,225	$18,410 ▲	1.1%	23,660	0.1%	Consumer Staples
NOBL ProShares S&P 500 Aristocrats ETF	$1,635,304	$24,338 ▲	1.5%	16,126	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,630,187	$23,542 ▼	-1.4%	9,625	0.1%	ETF
MS Morgan Stanley	$1,620,664	$98,584 ▲	6.5%	17,212	0.1%	Finance
CMCSA Comcast	$1,592,105	$43,393 ▼	-2.7%	36,727	0.1%	Consumer Discretionary
NVDA NVIDIA	$1,548,793	$156,325 ▲	11.2%	1,714	0.1%	Computer and Technology
SYY Sysco	$1,545,851	$110,650 ▲	7.7%	19,042	0.1%	Consumer Staples
MDT Medtronic	$1,543,947	$85,407 ▲	5.9%	17,716	0.1%	Medical
FOCT FT Cboe Vest U.S. Equity Buffer ETF - October	$1,506,567	$77,083 ▲	5.4%	37,135	0.1%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$1,476,251	$32,035 ▲	2.2%	7,880	0.1%	ETF
TROW T. Rowe Price Group	$1,473,096	$46,088 ▲	3.2%	12,082	0.1%	Finance
UPS United Parcel Service	$1,452,280	$97,800 ▲	7.2%	9,771	0.1%	Transportation
SPHQ Invesco S&P 500 Quality ETF	$1,451,086	$151,471 ▼	-9.5%	24,017	0.1%	ETF
KXI iShares Global Consumer Staples ETF	$1,445,130		0.0%	23,679	0.1%	ETF
VT Vanguard Total World Stock Index Fund ETF Shares	$1,401,634	$98,680 ▲	7.6%	12,684	0.1%	ETF
BRK.B Berkshire Hathaway	$1,397,388	$126,156 ▲	9.9%	3,323	0.1%	Finance
PGR Progressive	$1,396,226	$76,109 ▼	-5.2%	6,751	0.1%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,386,797	$21,176 ▼	-1.5%	25,999	0.1%	ETF
FBT First Trust NYSE Arca Biotechnology Index Fund	$1,386,718	$16,761 ▼	-1.2%	9,018	0.1%	ETF
GPC Genuine Parts	$1,366,212	$213,500 ▲	18.5%	8,818	0.1%	Auto/Tires/Trucks
QQQJ Invesco NASDAQ Next Gen 100 ETF	$1,281,288	$8,875 ▼	-0.7%	44,320	0.1%	Manufacturing
IWX iShares Russell Top 200 Value ETF	$1,263,333	$46,555 ▼	-3.6%	16,553	0.1%	ETF
FDEC FT Vest U.S. Equity Buffer ETF - December	$1,217,591		0.0%	29,546	0.1%	ETF
FJUN FT Vest U.S. Equity Buffer ETF June	$1,145,126		0.0%	24,354	0.1%	Manufacturing
IWN iShares Russell 2000 Value ETF	$1,143,350	$72,899 ▼	-6.0%	7,199	0.1%	ETF
QTEC First Trust NASDAQ 100 Technology Index Fund	$1,076,389		0.0%	5,645	0.1%	Manufacturing
FMAY FT Vest U.S. Equity Buffer ETF May	$1,058,890		0.0%	24,500	0.1%	ETF
IDHQ Invesco S&P International Developed Quality ETF	$1,015,675	$3,926 ▲	0.4%	33,116	0.1%	ETF
RSPM Invesco S&P 500 Equal Weight Materials ETF	$997,477	$34,514 ▼	-3.3%	27,456	0.1%	ETF
SCHX Schwab US Large-Cap ETF	$986,356	$15,887 ▼	-1.6%	15,894	0.1%	ETF
WMT Walmart	$970,329	$650,757 ▲	203.6%	16,126	0.1%	Retail/Wholesale
DNOV FT Vest U.S. Equity Deep Buffer ETF - November	$948,661		0.0%	23,485	0.1%	ETF
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$916,796	$22,235 ▼	-2.4%	7,999	0.1%	ETF
FSEP FT Cboe Vest U.S. Equity Buffer ETF - September	$916,150		0.0%	21,559	0.1%	ETF
FAPR FT Vest U.S. Equity Buffer ETF - April	$909,132		0.0%	24,952	0.1%	ETF
DOCT FT Vest U.S. Equity Deep Buffer ETF October	$897,839	$75,240 ▲	9.1%	23,866	0.1%	ETF
TFC Truist Financial	$886,334	$578,312 ▲	187.7%	22,738	0.1%	Finance
GOOG Alphabet	$877,018		0.0%	5,760	0.1%	Computer and Technology
CSX CSX	$864,807	$300,712 ▲	53.3%	23,329	0.1%	Transportation
FMAR FT Vest U.S. Equity Buffer ETF - March	$852,333		0.0%	21,721	0.1%	ETF
AOR iShares Core Growth Allocation ETF	$844,018	$30,006 ▼	-3.4%	15,161	0.1%	ETF
VGT Vanguard Information Technology ETF	$841,309	$90,683 ▲	12.1%	1,605	0.1%	ETF
UBSI United Bankshares	$836,980	$400,917 ▼	-32.4%	23,386	0.1%	Finance
CTAS Cintas	$829,642	$40,521 ▼	-4.7%	1,208	0.1%	Industrial Products
ESGE iShares ESG Aware MSCI EM ETF	$806,378	$14,439 ▼	-1.8%	25,019	0.1%	Manufacturing
IVW iShares S&P 500 Growth ETF	$760,720	$4,475 ▼	-0.6%	9,009	0.1%	ETF
DHR Danaher	$754,500		0.0%	3,021	0.1%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$752,905	$16,254 ▼	-2.1%	6,624	0.1%	Medical
ORCL Oracle	$744,252	$22,736 ▼	-3.0%	5,925	0.0%	Computer and Technology
IVOO Vanguard S&P Mid-Cap 400 ETF	$729,723		0.0%	7,084	0.0%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$726,533	$120,922 ▼	-14.3%	17,394	0.0%	ETF
DIS Walt Disney	$721,206	$10,890 ▲	1.5%	5,894	0.0%	Consumer Discretionary
AOA iShares Core Aggressive Allocation ETF	$720,244	$63,393 ▼	-8.1%	9,805	0.0%	ETF
XJH iShares ESG Screened S&P Mid-Cap ETF	$695,015	$3,944 ▲	0.6%	16,919	0.0%	ETF
TSLA Tesla	$688,394	$96,685 ▼	-12.3%	3,916	0.0%	Auto/Tires/Trucks
PLD Prologis	$680,813	$4,688 ▼	-0.7%	5,228	0.0%	Finance
SCHD Schwab US Dividend Equity ETF	$675,985	$38,379 ▼	-5.4%	8,384	0.0%	ETF
XLE Energy Select Sector SPDR Fund	$675,834	$10,103 ▼	-1.5%	7,158	0.0%	ETF
FDN First Trust Dow Jones Internet Index Fund	$672,080		0.0%	3,277	0.0%	ETF
BX Blackstone	$670,067	$20,229 ▼	-2.9%	5,101	0.0%	Finance
ANGL VanEck Fallen Angel High Yield Bond ETF	$668,157	$71,796 ▼	-9.7%	23,024	0.0%	Manufacturing
PKG Packaging Co. of America	$666,318		0.0%	3,511	0.0%	Industrial Products
DMAR FT Vest U.S. Equity Deep Buffer ETF - March	$653,677	$252,327 ▲	62.9%	18,730	0.0%	ETF
IWS iShares Russell Mid-Cap Value ETF	$652,970	$142,375 ▲	27.9%	5,210	0.0%	ETF
NEE NextEra Energy	$651,627	$128 ▼	0.0%	10,196	0.0%	Utilities
DSEP FT Vest U.S. Equity Deep Buffer ETF September	$646,625		0.0%	16,934	0.0%	ETF
XT iShares Exponential Technologies ETF	$636,206	$214,632 ▲	50.9%	10,671	0.0%	Manufacturing
EXR Extra Space Storage	$635,187		0.0%	4,321	0.0%	Finance
HEFA iShares Currency Hedged MSCI EAFE ETF	$627,718	$100,940 ▼	-13.9%	17,997	0.0%	ETF
FAUG FT Vest U.S. Equity Buffer ETF - August	$600,878	$21,097 ▲	3.6%	14,013	0.0%	ETF
SUSC iShares ESG Aware USD Corporate Bond ETF	$600,556	$253,102 ▼	-29.6%	26,122	0.0%	Manufacturing
IMCG iShares Morningstar Mid-Cap Growth ETF	$586,682	$76,118 ▼	-11.5%	8,301	0.0%	ETF
EEM iShares MSCI Emerging Markets ETF	$583,049	$109,355 ▼	-15.8%	14,193	0.0%	Finance
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$582,166	$22,253 ▲	4.0%	23,781	0.0%	Manufacturing
MVBF MVB Financial	$577,294		0.0%	25,876	0.0%	Finance
ECL Ecolab	$558,573	$3,464 ▼	-0.6%	2,419	0.0%	Basic Materials
HCA HCA Healthcare	$553,287	$5,336 ▼	-1.0%	1,659	0.0%	Medical
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$533,392	$31,479 ▼	-5.6%	4,897	0.0%	Finance
EW Edwards Lifesciences	$524,625		0.0%	5,490	0.0%	Medical
KO Coca-Cola	$517,017	$12,236 ▲	2.4%	8,451	0.0%	Consumer Staples
USMV iShares MSCI USA Min Vol Factor ETF	$515,564	$71,706 ▼	-12.2%	6,169	0.0%	ETF
VLUE iShares MSCI USA Value Factor ETF	$503,750	$9,098 ▼	-1.8%	4,651	0.0%	ETF
TGT Target	$499,863	$62,549 ▼	-11.1%	2,821	0.0%	Retail/Wholesale
INTC Intel	$491,701	$4,947 ▼	-1.0%	11,132	0.0%	Computer and Technology
FJUL FT Vest U.S. Equity Buffer ETF July	$483,972		0.0%	10,888	0.0%	ETF
IWY iShares Russell Top 200 Growth ETF	$476,044	$84,673 ▼	-15.1%	2,440	0.0%	ETF
DGRO iShares Core Dividend Growth ETF	$472,319	$4,761 ▼	-1.0%	8,135	0.0%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$467,818	$24,068 ▼	-4.9%	6,395	0.0%	ETF
NKE NIKE	$465,488	$108,642 ▲	30.4%	4,953	0.0%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$459,082		0.0%	2,514	0.0%	ETF
DUK Duke Energy	$451,418	$774 ▼	-0.2%	4,668	0.0%	Utilities
DKS DICK'S Sporting Goods	$449,720		0.0%	2,000	0.0%	Retail/Wholesale
AIVL WisdomTree U.S. AI Enhanced Value Fund	$448,441	$46,106 ▼	-9.3%	4,406	0.0%	Finance
SO Southern	$447,470	$26,904 ▼	-5.7%	6,237	0.0%	Utilities
SPLV Invesco S&P 500 Low Volatility ETF	$440,835	$28,651 ▼	-6.1%	6,693	0.0%	ETF
AMGN Amgen	$430,178	$5,686 ▼	-1.3%	1,513	0.0%	Medical
DTE DTE Energy	$429,160		0.0%	3,827	0.0%	Utilities
CTVA Corteva	$427,882	$3,518 ▲	0.8%	7,419	0.0%	Consumer Staples
CL Colgate-Palmolive	$423,247		0.0%	4,700	0.0%	Consumer Staples
CSCO Cisco Systems	$405,647	$56,345 ▼	-12.2%	8,128	0.0%	Computer and Technology
PAYX Paychex	$403,886		0.0%	3,289	0.0%	Business Services
PFE Pfizer	$400,804	$11,850 ▼	-2.9%	14,443	0.0%	Medical
RTX RTX	$392,364	$1,170 ▼	-0.3%	4,023	0.0%	Aerospace
SLYV SPDR S&P 600 Small CapValue ETF	$390,291	$159,385 ▼	-29.0%	4,704	0.0%	ETF
DOW DOW	$388,768	$6,025 ▼	-1.5%	6,711	0.0%	Basic Materials
KHC Kraft Heinz	$388,521	$332 ▲	0.1%	10,529	0.0%	Consumer Staples
AEP American Electric Power	$384,598	$5,855 ▼	-1.5%	4,467	0.0%	Utilities
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$379,704	$4,811 ▼	-1.3%	5,919	0.0%	ETF
XAR SPDR S&P Aerospace & Defense ETF	$379,237		0.0%	2,699	0.0%	ETF
T AT&T	$377,690	$2,006 ▲	0.5%	21,460	0.0%	Computer and Technology
DDEC FT Vest U.S. Equity Deep Buffer ETF - December	$367,247		0.0%	9,800	0.0%	ETF
SOXX iShares Semiconductor ETF	$367,128	$244,903 ▲	200.4%	1,625	0.0%	ETF
VFH Vanguard Financials ETF	$366,250	$44,130 ▲	13.7%	3,577	0.0%	ETF
GUNR FlexShares Global Upstream Natural Resources Index Fund	$359,076	$59,634 ▼	-14.2%	8,743	0.0%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$355,628	$28,028 ▲	8.6%	8,831	0.0%	ETF
DEM WisdomTree Emerging Markets High Dividend Fund	$352,394	$22,134 ▼	-5.9%	8,422	0.0%	Finance
AZN AstraZeneca	$351,284	$949 ▼	-0.3%	5,185	0.0%	Medical
AOM iShares Core Moderate Allocation ETF	$350,447	$7,272 ▲	2.1%	8,192	0.0%	ETF
TRV Travelers Companies	$348,910		0.0%	1,516	0.0%	Finance
NFLX Netflix	$344,357		0.0%	567	0.0%	Consumer Discretionary
NSC Norfolk Southern	$341,880	$510 ▲	0.1%	1,341	0.0%	Transportation
BLK BlackRock	$337,731		0.0%	405	0.0%	Finance
ZTS Zoetis	$336,753		0.0%	1,990	0.0%	Medical
SLYG SPDR S&P 600 Small Cap Growth ETF	$334,528	$33,584 ▼	-9.1%	3,835	0.0%	ETF
FJAN FT Cboe Vest U.S. Equity Buffer ETF - January	$331,978	$102,347 ▲	44.6%	7,908	0.0%	ETF
HSY Hershey	$320,925	$11,670 ▼	-3.5%	1,650	0.0%	Consumer Staples
HYXF iShares ESG Advanced High Yield Corporate Bond ETF	$315,769	$93,849 ▼	-22.9%	6,911	0.0%	ETF
PPA Invesco Aerospace & Defense ETF	$308,469		0.0%	3,037	0.0%	ETF
SHW Sherwin-Williams	$308,430	$159,425 ▼	-34.1%	888	0.0%	Construction
CINF Cincinnati Financial	$305,557	$35,013 ▼	-10.3%	2,461	0.0%	Finance
SCHE Schwab Emerging Markets Equity ETF	$303,004	$3,964 ▼	-1.3%	12,000	0.0%	ETF
GLD SPDR Gold Shares	$302,615	$14,195 ▼	-4.5%	1,471	0.0%	Finance
ISRG Intuitive Surgical	$292,134		0.0%	732	0.0%	Medical
VNQ Vanguard Real Estate ETF	$290,573	$81,118 ▼	-21.8%	3,360	0.0%	ETF
NXPI NXP Semiconductors	$289,891		0.0%	1,170	0.0%	Computer and Technology
VGIT Vanguard Intermediate-Term Treasury Index ETF	$288,418	$19,556 ▲	7.3%	4,926	0.0%	ETF
FFEB FT Vest U.S. Equity Buffer ETF - February	$284,868	$15,484 ▲	5.7%	6,292	0.0%	ETF
KMB Kimberly-Clark	$283,514		0.0%	2,192	0.0%	Consumer Staples
XLI Industrial Select Sector SPDR Fund	$282,658	$126 ▲	0.0%	2,244	0.0%	ETF
BNDX Vanguard Total International Bond ETF	$282,329	$48,793 ▼	-14.7%	5,740	0.0%	ETF
IOO iShares Global 100 ETF	$281,463		0.0%	3,148	0.0%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$279,358	$7,186 ▲	2.6%	9,913	0.0%	ETF
BUFD FT Vest Laddered Deep Buffer ETF	$276,287	$20,759 ▲	8.1%	11,712	0.0%	ETF
ROP Roper Technologies	$269,765		0.0%	481	0.0%	Computer and Technology
EZM WisdomTree U.S. MidCap Fund	$266,292		0.0%	4,364	0.0%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$264,306	$39,438 ▼	-13.0%	2,292	0.0%	ETF
ASML ASML	$262,282	$7,771 ▼	-2.9%	270	0.0%	Computer and Technology
NI NiSource	$256,077		0.0%	9,258	0.0%	Utilities
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$244,996	$517 ▼	-0.2%	5,692	0.0%	ETF
ICLN iShares Global Clean Energy ETF	$243,268		0.0%	17,401	0.0%	ETF
LNT Alliant Energy	$237,888	$605 ▼	-0.3%	4,720	0.0%	Utilities
CME CME Group	$236,069	$21,520 ▼	-8.4%	1,097	0.0%	Finance
CVS CVS Health	$235,691		0.0%	2,955	0.0%	Retail/Wholesale
SWK Stanley Black & Decker	$229,842		0.0%	2,347	0.0%	Industrial Products
GILD Gilead Sciences	$229,053		0.0%	3,127	0.0%	Medical
SMCI Super Micro Computer	$227,257	$227,257 ▲	New Holding	225	0.0%	Computer and Technology
PM Philip Morris International	$225,359	$10,169 ▲	4.7%	2,460	0.0%	Consumer Staples
IXN iShares Global Tech ETF	$225,104		0.0%	3,009	0.0%	ETF
DAUG FT Vest U.S. Equity Deep Buffer ETF - August	$224,960		0.0%	6,080	0.0%	ETF
AMLP Alerian MLP ETF	$224,000		0.0%	4,720	0.0%	ETF
IDA IDACORP	$222,658		0.0%	2,397	0.0%	Utilities
VZ Verizon Communications	$221,134	$14,267 ▼	-6.1%	5,270	0.0%	Computer and Technology
EA SERIES TRUST	$218,530	$218,530 ▲	New Holding	5,829	0.0%	STRIVE 1000 GRWT
HYMU BlackRock High Yield Muni Income Bond ETF	$216,127	$216,127 ▲	New Holding	9,627	0.0%	ETF
EA SERIES TRUST	$210,166	$210,166 ▲	New Holding	7,245	0.0%	STRIVE 1000 VALU
FCF First Commonwealth Financial	$207,367		0.0%	14,897	0.0%	Finance
SYK Stryker	$205,776	$205,776 ▲	New Holding	575	0.0%	Medical
ELV Elevance Health	$203,787	$203,787 ▲	New Holding	393	0.0%	Medical
BK Bank of New York Mellon	$203,111	$203,111 ▲	New Holding	3,525	0.0%	Finance
WFC Wells Fargo & Company	$202,571	$202,571 ▲	New Holding	3,495	0.0%	Finance
ED Consolidated Edison	$201,871	$201,871 ▲	New Holding	2,223	0.0%	Utilities
BNL Broadstone Net Lease	$187,069		0.0%	11,938	0.0%	Finance
SIRI Sirius XM	$131,199	$3,492 ▼	-2.6%	33,814	0.0%	Consumer Discretionary
NSPR InspireMD	$23,701		0.0%	10,000	0.0%	Medical
PSQ ProShares Short QQQ	$0	$684,946 ▼	-100.0%	0	0.0%	ETF
VONV Vanguard Russell 1000 Value	$0	$432,411 ▼	-100.0%	0	0.0%	ETF
ROBO ROBO Global Robotics & Automation ETF	$0	$271,534 ▼	-100.0%	0	0.0%	ETF
UNP Union Pacific	$0	$246,357 ▼	-100.0%	0	0.0%	Transportation
SECT Main Sector Rotation ETF	$0	$245,459 ▼	-100.0%	0	0.0%	ETF
TIP iShares TIPS Bond ETF	$0	$241,022 ▼	-100.0%	0	0.0%	ETF
DFEB FT Vest U.S. Equity Deep Buffer ETF - February	$0	$222,279 ▼	-100.0%	0	0.0%	ETF
XEL Xcel Energy	$0	$221,056 ▼	-100.0%	0	0.0%	Utilities
BA Boeing	$0	$218,694 ▼	-100.0%	0	0.0%	Aerospace
SPYV SPDR Portfolio S&P 500 Value ETF	$0	$216,923 ▼	-100.0%	0	0.0%	ETF
AWK American Water Works	$0	$215,264 ▼	-100.0%	0	0.0%	Utilities
IDV iShares International Select Dividend ETF	$0	$205,647 ▼	-100.0%	0	0.0%	ETF
ACWI iShares MSCI ACWI ETF	$0	$204,558 ▼	-100.0%	0	0.0%	Manufacturing
ES Eversource Energy	$0	$204,541 ▼	-100.0%	0	0.0%	Utilities
STRM Streamline Health Solutions	$0	$25,500 ▼	-100.0%	0	0.0%	Medical

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Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2024)

About Mckinley Carter Wealth Services, Inc.

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Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2024)

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

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