$303 Million is the total value of McKinley Carter Wealth Services, Inc.'s 147 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARCC | Exit | ARES CAP CORP | $0 | – | -10,156 | -100.0% | -0.05% | – |
| LAMR | Exit | LAMAR ADVERTISING CO NEWcl a | $0 | – | -2,571 | -100.0% | -0.06% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,525 | -100.0% | -0.06% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -3,905 | -100.0% | -0.06% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -3,933 | -100.0% | -0.06% | – |
| UHS | Exit | UNIVERSAL HLTH SVCS INCcl b | $0 | – | -1,695 | -100.0% | -0.06% | – |
| JJSF | Exit | J & J SNACK FOODS CORP | $0 | – | -1,435 | -100.0% | -0.06% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -7,412 | -100.0% | -0.06% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -2,800 | -100.0% | -0.08% | – |
| ATR | Exit | APTARGROUP INC | $0 | – | -2,867 | -100.0% | -0.09% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -3,355 | -100.0% | -0.10% | – |
| PXI | Exit | INVESCO EXCHANGE TRADED FD Tdwa energy mnt | $0 | – | -8,646 | -100.0% | -0.11% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -5,216 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-13
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.