$763 Million is the total value of McKinley Carter Wealth Services, Inc.'s 264 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EW | EDWARDS LIFESCIENCES CORP | $574,000 | +14.3% | 6,295 | 0.0% | 0.08% | -33.6% | |
| MVBF | MVB FINL CORP | $496,000 | +42.1% | 21,876 | 0.0% | 0.06% | -16.7% | |
| CL | COLGATE PALMOLIVE CO | $375,000 | +10.6% | 4,390 | 0.0% | 0.05% | -35.5% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $348,000 | +8.8% | 1 | 0.0% | 0.05% | -36.1% | |
| XEL | XCEL ENERGY INC | $326,000 | -3.6% | 4,893 | 0.0% | 0.04% | -43.4% | |
| ISRG | INTUITIVE SURGICAL INC | $286,000 | +15.3% | 350 | 0.0% | 0.04% | -33.9% | |
| HCA | HCA HEALTHCARE INC | $278,000 | +31.8% | 1,690 | 0.0% | 0.04% | -23.4% | |
| FCF | FIRST COMWLTH FINL CORP PA | $137,000 | +41.2% | 12,500 | 0.0% | 0.02% | -18.2% | |
| AR | ANTERO RESOURCES CORP | $82,000 | +95.2% | 15,120 | 0.0% | 0.01% | +22.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-02-16
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.