$226 Million is the total value of McKinley Carter Wealth Services, Inc.'s 130 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJS | New | ISHARES TRsp smcp600vl etf | $332,000 | – | 2,372 | +100.0% | 0.15% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $257,000 | – | 5,342 | +100.0% | 0.11% | – |
| IUSV | New | ISHARES TRcore s&p vlu etf | $244,000 | – | 4,789 | +100.0% | 0.11% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $228,000 | – | 1,930 | +100.0% | 0.10% | – |
| WSBC | New | WESBANCO INC | $225,000 | – | 5,696 | +100.0% | 0.10% | – |
| KO | New | COCA COLA CO | $218,000 | – | 4,864 | +100.0% | 0.10% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $212,000 | – | 2,706 | +100.0% | 0.09% | – |
| ADBE | New | ADOBE SYS INC | $201,000 | – | 1,421 | +100.0% | 0.09% | – |
| WFTIQ | New | WEATHERFORD INTL PLC | $42,000 | – | 10,884 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 20.5% |
| ISHARES TR | 42 | Q3 2023 | 5.8% |
| ISHARES TR | 42 | Q3 2023 | 6.0% |
| APPLE INC | 42 | Q3 2023 | 3.7% |
| PEPSICO INC | 42 | Q3 2023 | 5.9% |
| ISHARES TR | 42 | Q3 2023 | 2.2% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 3.5% |
| ISHARES TR | 42 | Q3 2023 | 2.4% |
| HOME DEPOT INC | 42 | Q3 2023 | 1.5% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 1.4% |
View McKinley Carter Wealth Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-07 |
View McKinley Carter Wealth Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.