$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TRrussell 2000 etf | $2,188,000 | +2.5% | 15,526 | 0.0% | 0.97% | -2.4% | |
| MDLZ | MONDELEZ INTL INCcl a | $814,000 | +0.2% | 18,852 | 0.0% | 0.36% | -4.5% | |
| MHK | MOHAWK INDS INC | $425,000 | +5.5% | 1,758 | 0.0% | 0.19% | +0.5% | |
| KHC | KRAFT HEINZ CO | $383,000 | -5.7% | 4,471 | 0.0% | 0.17% | -10.6% | |
| CAT | CATERPILLAR INC DEL | $321,000 | +15.9% | 2,986 | 0.0% | 0.14% | +10.1% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $282,000 | +0.4% | 2,316 | 0.0% | 0.12% | -3.8% | |
| OSK | OSHKOSH CORP | $276,000 | +0.7% | 4,000 | 0.0% | 0.12% | -3.9% | |
| ARKK | ARK ETF TRinnovation etf | $253,000 | +21.1% | 8,725 | 0.0% | 0.11% | +15.5% | |
| BK | BANK NEW YORK MELLON CORP | $243,000 | +8.0% | 4,768 | 0.0% | 0.11% | +2.9% | |
| DTE | DTE ENERGY CO | $222,000 | +3.3% | 2,102 | 0.0% | 0.10% | -2.0% | |
| FCF | FIRST COMWLTH FINL CORP PA | $164,000 | -4.1% | 12,929 | 0.0% | 0.07% | -7.6% |
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.