$391 Million is the total value of McKinley Carter Wealth Services, Inc.'s 159 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FAST | Exit | FASTENAL CO | $0 | – | -6,311 | -100.0% | -0.06% | – |
| SPYV | Exit | SPDR SERIES TRUSTprtflo s&p500 vl | $0 | – | -21,789 | -100.0% | -0.18% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -10,277 | -100.0% | -0.45% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -32,339 | -100.0% | -0.49% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -47,087 | -100.0% | -0.59% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -36,585 | -100.0% | -0.61% | – |
| TSS | Exit | TOTAL SYS SVCS INC | $0 | – | -27,621 | -100.0% | -0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
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.