$1.28 Billion is the total value of McKinley Carter Wealth Services, Inc.'s 295 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANTM | Exit | ELEVANCE HEALTH INC | $0 | – | -393 | -100.0% | -0.02% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -888 | -100.0% | -0.02% | – |
| EBND | Exit | SPDR SER TRbloomberg emergi | $0 | – | -10,072 | -100.0% | -0.02% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -3,472 | -100.0% | -0.02% | – |
| INTC | Exit | INTEL CORP | $0 | – | -8,450 | -100.0% | -0.02% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -6,978 | -100.0% | -0.02% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -7,534 | -100.0% | -0.02% | – |
| MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -1,659 | -100.0% | -0.02% | – |
| PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -22,055 | -100.0% | -0.03% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -8,857 | -100.0% | -0.06% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -4,854 | -100.0% | -0.09% | – |
| MMM | Exit | 3M CO | $0 | – | -10,089 | -100.0% | -0.10% | – |
| LIN | Exit | LINDE PLC | $0 | – | -13,767 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-25
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.