Mckinley Carter Wealth Services, Inc.
CIK Number: 0001484265
Main Sectors:
Top Industries:
Filing Date: Apr 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total ... | 73.33 | +1.13% | 1.8M | +100.00% | 111.63M | 62.1 | 6.86% | Share |
| 2 | IVV | iShares Core S&... | 660.91 | +0.83% | 167.61K | -8.48% | 94.18M | 376.81 | 5.79% | Share |
| 3 | IWB | iShares Russell... | 361.81 | +0.84% | 303.75K | -2.08% | 93.17M | 188.96 | 5.72% | Share |
| 4 | FBND | Fidelity Total ... | 46.57 | +0.17% | 1.91M | +22.91% | 86.98M | 45.93 | 5.34% | Share |
| 5 | IEFA | iShares Core MS... | 87.33 | +1.05% | 857.12K | -4.15% | 64.84M | 70.84 | 3.98% | Share |
| 6 | AGG | iShares Core U.... | 100.63 | +0.19% | 627.66K | -0.61% | 62.09M | 108.8 | 3.81% | Share |
| 7 | VEA | Vanguard Develo... | 60.07 | +1.11% | 1.02M | -47.12% | 51.64M | 49.37 | 3.17% | Share |
| 8 | GOVT | iShares U.S. Tr... | 23.20 | +0.13% | 1.9M | +45.43% | 43.64M | 24.03 | 2.68% | Share |
| 9 | ILCG | iShares Morning... | 102.61 | +0.51% | 459.24K | +100.00% | 37.19M | 80.99 | 2.29% | Share |
| 10 | VT | Vanguard Total ... | 136.85 | +0.97% | 286.01K | +1.65K% | 33.16M | 115.07 | 2.04% | Share |
| 11 | AAPL | Apple Inc. | 230.03 | +1.43% | 139.86K | -1.7% | 31.07M | 51.34 | 1.91% | Share |
| 12 | IWL | iShares Russell... | 163.38 | +0.65% | 215.15K | -41.12% | 29.56M | 98.91 | 1.82% | Share |
| 13 | IVE | iShares S&P 500... | 204.39 | +1.24% | 153.83K | -43.69% | 29.32M | 147.39 | 1.80% | Share |
| 14 | XLF | Financial Selec... | 54.04 | +1.66% | 517.95K | +7.03% | 25.8M | 37.21 | 1.59% | Share |
| 15 | EMXC | iShares MSCI Em... | 66.33 | +0.73% | 446.42K | -49.39% | 24.59M | 56.64 | 1.51% | Share |
| 16 | IEMG | iShares Core MS... | 64.81 | +1.23% | 431.77K | +8.36% | 23.3M | 57.16 | 1.43% | Share |
| 17 | FNDF | Schwab Fundamen... | 43.02 | +1.09% | 611.54K | -36.05% | 22.1M | 35.4 | 1.36% | Share |
| 18 | IAGG | iShares Core In... | 51.35 | +0.08% | 431.74K | +100.00% | 21.58M | 49.99 | 1.33% | Share |
| 19 | IJH | iShares Core S&... | 66.52 | +1.68% | 361.47K | +30.31% | 21.09M | 47.94 | 1.30% | Share |
| 20 | IWF | iShares Russell... | 458.61 | +0.52% | 53.46K | -0.86% | 19.31M | 157.51 | 1.19% | Share |
| 21 | XLV | Health Care Sel... | 139.68 | +1.71% | 124.84K | +0.91% | 18.23M | 135.49 | 1.12% | Share |
| 22 | IJR | iShares Core S&... | 120.07 | +2.08% | 160.41K | +0.67% | 16.77M | 96.49 | 1.03% | Share |
| 23 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 44.07K | -0.47% | 16.54M | 130.43 | 1.02% | Share |
| 24 | XLK | Technology Sele... | 270.91 | +0.28% | 78.85K | -8.34% | 16.28M | 171.84 | 1.00% | Share |
| 25 | COST | Costco Wholesal... | 964.32 | +0.84% | 16.81K | -3.74% | 15.9M | 230.91 | 0.98% | Share |
| 26 | USIG | iShares Broad U... | 52.40 | +0.30% | 309.12K | +56.57% | 15.79M | 54.06 | 0.97% | Share |
| 27 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 90.32K | -7.13% | 15.12M | 55 | 0.93% | Share |
| 28 | BND | Vanguard Total ... | 74.66 | +0.21% | 178.04K | -10.37% | 13.08M | 74.15 | 0.80% | Share |
| 29 | ORLY | O'Reilly Automo... | 107.82 | +2.58% | 8.71K | -2.09% | 12.48M | 288.01 | 0.77% | Share |
| 30 | FI | Fiserv, Inc. | 135.69 | +2.69% | 54.57K | -5.11% | 12.05M | 64.94 | 0.74% | Share |
| 31 | GOOGL | Alphabet Inc. | 240.37 | +0.50% | 77.82K | -1.3% | 12.03M | 72.04 | 0.74% | Share |
| 32 | MA | Mastercard Inco... | 588.73 | +1.61% | 20.39K | -0.00% | 11.17M | 288.88 | 0.69% | Share |
| 33 | INTU | Intuit Inc. | 660.52 | +0.65% | 18.11K | +0.01% | 11.12M | 215.1 | 0.68% | Share |
| 34 | AJG | Arthur J. Galla... | 300.53 | +2.51% | 30.96K | -0.89% | 10.69M | 186.93 | 0.66% | Share |
| 35 | HD | The Home Depot,... | 423.33 | +2.44% | 28.57K | -1.12% | 10.47M | 180 | 0.64% | Share |
| 36 | UNH | UnitedHealth Gr... | 353.64 | +1.98% | 19.58K | +2.59% | 10.25M | 262.86 | 0.63% | Share |
| 37 | TJX | The TJX Compani... | 140.80 | +0.67% | 83.86K | -0.97% | 10.21M | 49.92 | 0.63% | Share |
| 38 | GWW | W.W. Grainger, ... | 1015.57 | +2.16% | 10.26K | -0.57% | 10.13M | 605.27 | 0.62% | Share |
| 39 | WM | Waste Managemen... | 220.47 | +1.28% | 43.58K | -0.38% | 10.09M | 110.16 | 0.62% | Share |
| 40 | MCK | McKesson Corpor... | 719.32 | +1.85% | 13.95K | +1.46% | 9.39M | 463.85 | 0.58% | Share |
| 41 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 48.9K | +2.01% | 9.3M | 172.49 | 0.57% | Share |
| 42 | NFLX | Netflix, Inc. | 1203.50 | -3.54% | 9.61K | +7.85% | 8.96M | 688.52 | 0.55% | Share |
| 43 | META | Meta Platforms,... | 750.90 | -0.14% | 15.01K | +8.89% | 8.65M | 437.72 | 0.53% | Share |
| 44 | DFAT | Dimensional U.S... | 59.63 | +1.74% | 166.78K | +4.35% | 8.59M | 46.32 | 0.53% | Share |
| 45 | LIN | Linde plc | 483.59 | +2.30% | 18.41K | +3.68% | 8.57M | 374.74 | 0.53% | Share |
| 46 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 74.22K | +2.99% | 8.04M | 110.4 | 0.49% | Share |
| 47 | XLE | Energy Select S... | 89.10 | -0.01% | 82.35K | +5.45% | 7.7M | 86.95 | 0.47% | Share |
| 48 | CACI | CACI Internatio... | 493.13 | +1.42% | 20.53K | -1.1% | 7.53M | 230.15 | 0.46% | Share |
| 49 | J | Jacobs Solution... | 148.78 | +2.81% | 58.56K | +2.58% | 7.08M | 97.83 | 0.43% | Share |
| 50 | SCHF | Schwab Internat... | 23.25 | +1.15% | 357.84K | -13.62% | 7.08M | 19.04 | 0.43% | Share |
| 51 | VUG | Vanguard Growth... | 469.69 | +0.53% | 18.57K | -1.47% | 6.89M | 253.34 | 0.42% | Share |
| 52 | VDE | Vanguard Energy... | 125.45 | -0.02% | 51.07K | +1.46% | 6.62M | 109.6 | 0.41% | Share |
| 53 | AYI | Acuity Brands, ... | 339.59 | +2.81% | 24.24K | +7.18% | 6.38M | 249.55 | 0.39% | Share |
| 54 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 25.93K | -0.4% | 6.36M | 118.08 | 0.39% | Share |
| 55 | PEP | PepsiCo, Inc. | 144.23 | +1.10% | 40.44K | -0.04% | 6.06M | 140.4 | 0.37% | Share |
| 56 | IWM | iShares Russell... | 240.78 | +1.84% | 29.36K | -8.95% | 5.86M | 138.38 | 0.36% | Share |
| 57 | VYMI | Vanguard Intern... | 85.66 | +0.85% | 78.59K | +1.49% | 5.79M | 62.85 | 0.36% | Share |
| 58 | PG | The Procter & G... | 158.63 | +0.81% | 33.3K | +0.04% | 5.68M | 109.79 | 0.35% | Share |
| 59 | HUBB | Hubbell Incorpo... | 451.07 | +1.98% | 16.99K | -5.86% | 5.62M | 409.24 | 0.35% | Share |
| 60 | EFA | iShares MSCI EA... | 93.37 | +1.07% | 66.45K | -25.16% | 5.43M | 72.19 | 0.33% | Share |
| 61 | SPLG | SPDR Portfolio ... | 77.37 | +0.81% | 79.63K | -11.08% | 5.24M | 38.5 | 0.32% | Share |
| 62 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 6.22K | -0.69% | 5.13M | 279.62 | 0.32% | Share |
| 63 | OEF | iShares S&P 100... | 327.03 | +0.47% | 18.66K | +1.36% | 5.05M | 176.5 | 0.31% | Share |
| 64 | VEU | Vanguard FTSE A... | 71.28 | +1.12% | 82.09K | -10.92% | 4.98M | 53.67 | 0.31% | Share |
| 65 | ADBE | Adobe Inc. | 350.55 | +0.11% | 12.68K | -0.07% | 4.86M | 490.63 | 0.30% | Share |
| 66 | EFG | iShares MSCI EA... | 113.73 | +1.21% | 48.14K | -84.96% | 4.81M | 81.26 | 0.30% | Share |
| 67 | MBB | iShares MBS ETF | 95.46 | +0.18% | 51.28K | -41.53% | 4.81M | 100.89 | 0.30% | Share |
| 68 | ABBV | AbbVie Inc. | 220.19 | +4.04% | 22.03K | +3.65% | 4.61M | 100.78 | 0.28% | Share |
| 69 | ESGU | iShares ESG Awa... | 143.75 | +0.88% | 37.37K | -9.17% | 4.56M | 99.13 | 0.28% | Share |
| 70 | NVO | Novo Nordisk A/... | 54.30 | -0.14% | 64.66K | +0.36% | 4.49M | 89.72 | 0.28% | Share |
| 71 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 9.5K | -1.07% | 4.45M | 318.1 | 0.27% | Share |
| 72 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 8.5K | +60.31% | 4.37M | 452.16 | 0.27% | Share |
| 73 | MCD | McDonald's Corp... | 308.37 | +0.79% | 12.9K | +3.68% | 4.03M | 189.63 | 0.25% | Share |
| 74 | BRK-A | Berkshire Hatha... | 744765.00 | +0.92% | 5 | 0.00% | 3.99M | 481464.4 | 0.25% | Share |
| 75 | IWP | iShares Russell... | 145.25 | +1.23% | 33.1K | -6.14% | 3.89M | 64.85 | 0.24% | Share |
| 76 | IWD | iShares Russell... | 203.85 | +1.30% | 20.56K | -3.98% | 3.87M | 136.77 | 0.24% | Share |
| 77 | ACN | Accenture plc | 244.04 | +0.38% | 12.3K | -10.95% | 3.84M | 177.45 | 0.24% | Share |
| 78 | MUNI | PIMCO Intermedi... | 52.30 | +0.35% | 72.58K | -65.57% | 3.74M | 51.71 | 0.23% | Share |
| 79 | ADP | Automatic Data ... | 298.03 | +1.93% | 11.71K | +2.93% | 3.58M | 180.45 | 0.22% | Share |
| 80 | CVX | Chevron Corpora... | 158.25 | +0.29% | 21.01K | +3.28% | 3.52M | 112.06 | 0.22% | Share |
| 81 | JNJ | Johnson & Johns... | 178.50 | +1.54% | 20.14K | +2.78% | 3.34M | 138.28 | 0.21% | Share |
| 82 | XCEM | Columbia EM Cor... | 35.79 | +0.77% | 109.78K | -27.39% | 3.24M | 27.18 | 0.20% | Share |
| 83 | LOW | Lowe's Companie... | 272.34 | +2.17% | 13.45K | +5.30% | 3.14M | 117.92 | 0.19% | Share |
| 84 | ESGD | iShares ESG Awa... | 92.87 | +1.10% | 37.48K | -10.66% | 3.06M | 75.38 | 0.19% | Share |
| 85 | CAT | Caterpillar Inc... | 431.35 | +1.99% | 9.06K | -1.03% | 2.99M | 150.1 | 0.18% | Share |
| 86 | LMT | Lockheed Martin... | 470.72 | +1.48% | 6.68K | +0.45% | 2.98M | 365.71 | 0.18% | Share |
| 87 | FNOV | FT Cboe Vest U.... | 52.49 | +0.75% | 61.39K | 0.00% | 2.86M | 36.32 | 0.18% | Share |
| 88 | VBR | Vanguard Small ... | 212.40 | +1.71% | 15.25K | -3.02% | 2.84M | 142.21 | 0.17% | Share |
| 89 | VBK | Vanguard Small ... | 301.19 | +1.82% | 11.16K | -2.42% | 2.81M | 267.66 | 0.17% | Share |
| 90 | BK | The Bank of New... | 105.56 | +1.50% | 32.48K | +5.56% | 2.72M | 70.92 | 0.17% | Share |
| 91 | V | Visa Inc. | 343.48 | +1.59% | 7.76K | -6.87% | 2.72M | 200.26 | 0.17% | Share |
| 92 | SPEM | SPDR Portfolio ... | 46.11 | +1.18% | 67.97K | -16.46% | 2.68M | 38.62 | 0.16% | Share |
| 93 | COWZ | Pacer US Cash C... | 57.88 | +0.91% | 47.82K | -13.2% | 2.62M | 44.99 | 0.16% | Share |
| 94 | EAGG | iShares ESG U.S... | 48.22 | +0.19% | 54.88K | +100.00% | 2.61M | 47.48 | 0.16% | Share |
| 95 | MUB | iShares Nationa... | 106.47 | +0.36% | 24.49K | -85.96% | 2.58M | 109.7 | 0.16% | Share |
| 96 | QUAL | iShares MSCI US... | 191.55 | +1.04% | 14.98K | -8.14% | 2.56M | 102.13 | 0.16% | Share |
| 97 | IJS | iShares S&P Sma... | 111.90 | +2.01% | 26.18K | -6% | 2.55M | 81.53 | 0.16% | Share |
| 98 | IGRO | iShares Interna... | 80.23 | +0.76% | 35.02K | +100.00% | 2.54M | 72.44 | 0.16% | Share |
| 99 | NEE | NextEra Energy,... | 71.40 | +0.51% | 33.78K | +8.30% | 2.39M | 80.67 | 0.15% | Share |
| 100 | SBUX | Starbucks Corpo... | 82.36 | -0.63% | 24.05K | -12.15% | 2.36M | 67.17 | 0.14% | Share |
| 101 | IWR | iShares Russell... | 97.50 | +1.47% | 27.62K | +3.35% | 2.35M | 50.77 | 0.14% | Share |
| 102 | APD | Air Products an... | 294.50 | +2.43% | 7.95K | +2.30% | 2.35M | 232.73 | 0.14% | Share |
| 103 | ISTB | iShares Core 1-... | 48.88 | +0.02% | 47.27K | -77.79% | 2.29M | 48.78 | 0.14% | Share |
| 104 | VB | Vanguard Small ... | 258.07 | +1.77% | 10.16K | +0.49% | 2.25M | 190.68 | 0.14% | Share |
| 105 | TXN | Texas Instrumen... | 184.35 | +0.18% | 12.3K | +2.30% | 2.21M | 142.34 | 0.14% | Share |
| 106 | GBTC | Grayscale Bitco... | 89.88 | +0.74% | 33.45K | 0.00% | 2.18M | 62.15 | 0.13% | Share |
| 107 | MS | Morgan Stanley | 156.49 | +1.54% | 18.43K | -0.78% | 2.15M | 84.52 | 0.13% | Share |
| 108 | SPDW | SPDR Portfolio ... | 42.72 | +1.05% | 58.5K | -6.17% | 2.13M | 35.33 | 0.13% | Share |
| 109 | GD | General Dynamic... | 329.57 | +2.02% | 7.52K | +4.85% | 2.05M | 233.66 | 0.13% | Share |
| 110 | MRK | Merck & Co., In... | 85.16 | +1.34% | 22.68K | +13.32% | 2.04M | 93.83 | 0.13% | Share |
| 111 | INMU | iShares Interme... | 23.88 | +0.26% | 83.01K | +100.00% | 1.96M | 23.66 | 0.12% | Share |
| 112 | PGR | The Progressive... | 248.78 | +0.96% | 6.93K | +1.84% | 1.96M | 92.38 | 0.12% | Share |
| 113 | ITW | Illinois Tool W... | 266.29 | +1.42% | 7.82K | +4.71% | 1.94M | 222.21 | 0.12% | Share |
| 114 | CHCO | City Holding Co... | 126.57 | +0.19% | 16.22K | +0.12% | 1.9M | 98.7 | 0.12% | Share |
| 115 | MDT | Medtronic plc | 94.26 | +2.10% | 20.6K | +4.69% | 1.85M | 96.21 | 0.11% | Share |
| 116 | DGRO | iShares Core Di... | 68.03 | +1.04% | 29.74K | +8.74% | 1.84M | 55.7 | 0.11% | Share |
| 117 | FVD | First Trust Val... | 46.52 | +1.28% | 40.49K | -2.69% | 1.81M | 35.1 | 0.11% | Share |
| 118 | VTEB | Vanguard Tax-Ex... | 50.02 | +0.39% | 36.19K | -90.08% | 1.8M | 50.69 | 0.11% | Share |
| 119 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 3.18K | -13.7% | 1.78M | 323.15 | 0.11% | Share |
| 120 | TMO | Thermo Fisher S... | 491.20 | +3.08% | 3.55K | -1.53% | 1.76M | 215.05 | 0.11% | Share |
| 121 | VTV | Vanguard Value ... | 186.08 | +1.23% | 10.11K | -2.02% | 1.75M | 118.96 | 0.11% | Share |
| 122 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 14.41K | -1% | 1.71M | 90.2 | 0.11% | Share |
| 123 | MDLZ | Mondelez Intern... | 62.05 | -0.35% | 25.03K | +5.82% | 1.7M | 69.8 | 0.10% | Share |
| 124 | IGSB | iShares 1-5 Yea... | 53.05 | +0.08% | 32.3K | -12.89% | 1.69M | 54.19 | 0.10% | Share |
| 125 | MDY | SPDR S&P MIDCAP... | 607.31 | +1.68% | 3.15K | 0.00% | 1.68M | 262.58 | 0.10% | Share |
| 126 | BINC | Blackrock Etf T... | 53.27 | +0.10% | 31.34K | -87.17% | 1.64M | 52.19 | 0.10% | Share |
| 127 | CMCSA | Comcast Corpora... | 33.40 | -0.24% | 43.73K | +3.03% | 1.61M | 41.18 | 0.10% | Share |
| 128 | VTI | Vanguard Total ... | 324.77 | +0.92% | 5.71K | -3.28% | 1.57M | 187.31 | 0.10% | Share |
| 129 | XLP | Consumer Staple... | 80.58 | +0.80% | 19.06K | -15.57% | 1.56M | 73.42 | 0.10% | Share |
| 130 | FOCT | FT Cboe Vest U.... | 46.95 | +0.48% | 36.78K | 0.00% | 1.53M | 33.63 | 0.09% | Share |
| 131 | FDEC | FT Cboe Vest U.... | 48.83 | +0.48% | 34.93K | 0.00% | 1.52M | 34.82 | 0.09% | Share |
| 132 | VO | Vanguard Mid Ca... | 293.64 | +1.36% | 5.86K | -2.68% | 1.51M | 182.68 | 0.09% | Share |
| 133 | RSP | Invesco S&P 500... | 190.32 | +1.49% | 8.73K | -0.54% | 1.51M | 127.64 | 0.09% | Share |
| 134 | TSCO | Tractor Supply ... | 60.02 | +2.69% | 27.15K | -13.85% | 1.5M | 45.31 | 0.09% | Share |
| 135 | IJT | iShares S&P Sma... | 142.71 | +2.06% | 11.89K | -1.67% | 1.48M | 114.48 | 0.09% | Share |
| 136 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 2.77K | -9.06% | 1.47M | 255.67 | 0.09% | Share |
| 137 | VDC | Vanguard Consum... | 220.07 | +0.97% | 6.73K | -21.63% | 1.47M | 130.74 | 0.09% | Share |
| 138 | IWO | iShares Russell... | 315.88 | +2.00% | 5.54K | -5.75% | 1.42M | 286.7 | 0.09% | Share |
| 139 | TROW | T. Rowe Price G... | 105.69 | -0.89% | 14.58K | +4.55% | 1.34M | 123.99 | 0.08% | Share |
| 140 | FJUN | FT Cboe Vest U.... | 55.65 | +0.42% | 26.73K | 0.00% | 1.33M | 36.85 | 0.08% | Share |
| 141 | UPS | United Parcel S... | 84.64 | +0.94% | 11.79K | +6.34% | 1.3M | 176.06 | 0.08% | Share |
| 142 | WMT | Walmart Inc. | 102.63 | +2.21% | 14.71K | -7.86% | 1.29M | 37.14 | 0.08% | Share |
| 143 | DEM | WisdomTree Emer... | 47.28 | +0.79% | 30.08K | +267.68% | 1.27M | 42.65 | 0.08% | Share |
| 144 | MTUM | iShares MSCI US... | 253.94 | -0.17% | 6.22K | -3.53% | 1.26M | 126.49 | 0.08% | Share |
| 145 | VIGI | Vanguard Intern... | 90.54 | +0.73% | 15.11K | -46.91% | 1.25M | 74.69 | 0.08% | Share |
| 146 | FBT | First Trust NYS... | 178.78 | +2.52% | 7.36K | -3.18% | 1.25M | 72.58 | 0.08% | Share |
| 147 | SPHQ | Invesco S&P 500... | 72.94 | +1.24% | 18.37K | -3.26% | 1.22M | 44 | 0.07% | Share |
| 148 | GPC | Genuine Parts C... | 142.75 | +2.34% | 10.1K | +16.01% | 1.2M | 155.09 | 0.07% | Share |
| 149 | FMAR | FT Cboe Vest U.... | 46.16 | +0.24% | 26.73K | +6.52% | 1.13M | 33.58 | 0.07% | Share |
| 150 | FSEP | FT Cboe Vest U.... | 50.26 | +0.31% | 25.28K | +6.17% | 1.13M | 35.08 | 0.07% | Share |