$261 Million is the total value of McKinley Carter Wealth Services, Inc.'s 145 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | FACEBOOK INCcl a | $1,127,000 | +13.2% | 6,598 | 0.0% | 0.43% | -1.8% | |
| NFLX | NETFLIX INC | $544,000 | +21.4% | 3,000 | 0.0% | 0.21% | +5.6% | |
| CELG | CELGENE CORP | $526,000 | +12.4% | 3,604 | 0.0% | 0.20% | -2.4% | |
| USB | US BANCORP DEL | $388,000 | +3.5% | 7,231 | 0.0% | 0.15% | -10.2% | |
| IJT | ISHARES TRs&p sml 600 gwt | $355,000 | +5.3% | 2,160 | 0.0% | 0.14% | -8.7% | |
| KHC | KRAFT HEINZ CO | $347,000 | -9.4% | 4,471 | 0.0% | 0.13% | -21.3% | |
| OSK | OSHKOSH CORP | $330,000 | +19.6% | 4,000 | 0.0% | 0.13% | +4.1% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $325,000 | +15.2% | 2,316 | 0.0% | 0.12% | 0.0% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $308,000 | +8.1% | 1,682 | 0.0% | 0.12% | -6.3% | |
| ARKK | ARK ETF TRinnovation etf | $299,000 | +18.2% | 8,725 | 0.0% | 0.12% | +2.7% | |
| BK | BANK NEW YORK MELLON CORP | $253,000 | +4.1% | 4,768 | 0.0% | 0.10% | -9.3% | |
| WSBC | WESBANCO INC | $234,000 | +4.0% | 5,696 | 0.0% | 0.09% | -10.0% | |
| ADBE | ADOBE SYS INC | $212,000 | +5.5% | 1,421 | 0.0% | 0.08% | -9.0% | |
| EW | EDWARDS LIFESCIENCES CORP | $211,000 | -7.5% | 1,930 | 0.0% | 0.08% | -19.8% | |
| WFTIQ | WEATHERFORD INTL PLC | $50,000 | +19.0% | 10,884 | 0.0% | 0.02% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-31
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.