$1.34 Billion is the total value of McKinley Carter Wealth Services, Inc.'s 288 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,161 | -100.0% | -0.02% | – |
| AON | Exit | AON PLC | $0 | – | -720 | -100.0% | -0.02% | – |
| XSLV | Exit | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $0 | – | -4,485 | -100.0% | -0.02% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -1,872 | -100.0% | -0.02% | – |
| BLL | Exit | BALL CORP | $0 | – | -2,400 | -100.0% | -0.02% | – |
| DON | Exit | WISDOMTREE TRus midcap divid | $0 | – | -5,788 | -100.0% | -0.02% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -8,461 | -100.0% | -0.02% | – |
| CERN | Exit | CERNER CORP | $0 | – | -4,596 | -100.0% | -0.03% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -6,593 | -100.0% | -0.03% | – |
| TAIL | Exit | CAMBRIA ETF TRtail risk | $0 | – | -27,200 | -100.0% | -0.04% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -53,294 | -100.0% | -0.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-07
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.