$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,462 | -100.0% | -0.07% | – |
| CINF | Exit | CINCINNATI FINL CORP | $0 | – | -3,354 | -100.0% | -0.08% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -15,918 | -100.0% | -0.08% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -6,268 | -100.0% | -0.10% | – |
| VFC | Exit | V F CORP | $0 | – | -7,650 | -100.0% | -0.12% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -6,118 | -100.0% | -0.13% | – |
| MET | Exit | METLIFE INC | $0 | – | -16,763 | -100.0% | -0.15% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -11,564 | -100.0% | -0.16% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -13,368 | -100.0% | -0.18% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -16,846 | -100.0% | -0.20% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -4,989 | -100.0% | -0.20% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -28,665 | -100.0% | -0.81% | – |
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.