$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $918,000 | -4.4% | 3 | 0.0% | 0.30% | +6.3% | |
| IJT | ISHARES TRs&p sml 600 gwt | $696,000 | -20.0% | 4,314 | 0.0% | 0.23% | -10.9% | |
| MVBF | MVB FINANCIAL CORP | $395,000 | +0.3% | 21,876 | 0.0% | 0.13% | +11.1% | |
| EW | EDWARDS LIFESCIENCES CORP | $296,000 | -11.9% | 1,930 | 0.0% | 0.10% | -2.0% | |
| NI | NISOURCE INC | $293,000 | +1.7% | 11,552 | 0.0% | 0.10% | +14.1% | |
| PGR | PROGRESSIVE CORP OHIO | $284,000 | -15.2% | 4,710 | 0.0% | 0.09% | -5.1% | |
| PHM | PULTE GROUP INC | $271,000 | +4.6% | 10,439 | 0.0% | 0.09% | +16.9% | |
| XEL | XCEL ENERGY INC | $241,000 | +4.3% | 4,893 | 0.0% | 0.08% | +15.9% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $224,000 | -30.0% | 2,300 | 0.0% | 0.07% | -22.1% | |
| BK | BANK NEW YORK MELLON CORP | $224,000 | -7.8% | 4,768 | 0.0% | 0.07% | +2.8% | |
| SYY | SYSCO CORP | $208,000 | -14.8% | 3,324 | 0.0% | 0.07% | -4.2% | |
| AGR | AVANGRID INC | $210,000 | +4.5% | 4,189 | 0.0% | 0.07% | +15.0% | |
| MRO | MARATHON OIL CORP | $197,000 | -38.4% | 13,749 | 0.0% | 0.06% | -31.6% | |
| FCF | FIRST COMWLTH FINL CORP PA | $156,000 | -25.4% | 12,929 | 0.0% | 0.05% | -16.1% |
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.