$408 Million is the total value of McKinley Carter Wealth Services, Inc.'s 135 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QUAL | New | ISHARES TRusa quality fctr | $19,247,000 | – | 200,660 | +100.0% | 4.72% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $3,392,000 | – | 55,048 | +100.0% | 0.83% | – |
| CVX | New | CHEVRON CORP NEW | $1,034,000 | – | 11,586 | +100.0% | 0.25% | – |
| TROW | New | PRICE T ROWE GROUP INC | $761,000 | – | 6,159 | +100.0% | 0.19% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $636,000 | – | 4,274 | +100.0% | 0.16% | – |
| O | New | REALTY INCOME CORP | $626,000 | – | 10,513 | +100.0% | 0.15% | – |
| CVS | New | CVS HEALTH CORP | $358,000 | – | 5,503 | +100.0% | 0.09% | – |
| CTAS | New | CINTAS CORP | $261,000 | – | 980 | +100.0% | 0.06% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $257,000 | – | 182 | +100.0% | 0.06% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $240,000 | – | 5,072 | +100.0% | 0.06% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $231,000 | – | 2,017 | +100.0% | 0.06% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $205,000 | – | 1,591 | +100.0% | 0.05% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $203,000 | – | 2,647 | +100.0% | 0.05% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $202,000 | – | 3,832 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-20
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.