$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | FACEBOOK INCcl a | $1,107,000 | +36.2% | 4,874 | 0.0% | 0.27% | +11.5% | |
| ADBE | ADOBE INC | $674,000 | +36.7% | 1,548 | 0.0% | 0.16% | +12.2% | |
| DHR | DANAHER CORPORATION | $544,000 | +27.7% | 3,074 | 0.0% | 0.13% | +4.7% | |
| KMB | KIMBERLY CLARK CORP | $367,000 | +10.5% | 2,593 | 0.0% | 0.09% | -9.1% | |
| CL | COLGATE PALMOLIVE CO | $322,000 | +10.7% | 4,390 | 0.0% | 0.08% | -9.2% | |
| XEL | XCEL ENERGY INC | $306,000 | +3.7% | 4,893 | 0.0% | 0.08% | -14.8% | |
| MVBF | MVB FINL CORP | $291,000 | +4.3% | 21,876 | 0.0% | 0.07% | -14.5% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $267,000 | -1.8% | 1 | 0.0% | 0.06% | -19.8% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $258,000 | +24.6% | 2,300 | 0.0% | 0.06% | +1.6% | |
| FCF | FIRST COMWLTH FINL CORP PA | $104,000 | -8.8% | 12,500 | 0.0% | 0.02% | -26.5% | |
| AR | ANTERO RESOURCES CORP | $38,000 | +245.5% | 15,120 | 0.0% | 0.01% | +200.0% |
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.