Mckinley Carter Wealth Services, Inc. Top Holdings and 13F Report (2025) About Mckinley Carter Wealth Services, Inc.Investment ActivityMckinley Carter Wealth Services, Inc. has $1.63 billion in total holdings as of March 31, 2025.Mckinley Carter Wealth Services, Inc. owns shares of 297 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 16.56% of the portfolio was purchased this quarter.About 15.96% of the portfolio was sold this quarter.This quarter, Mckinley Carter Wealth Services, Inc. has purchased 290 new stocks and bought additional shares in 99 stocks.Mckinley Carter Wealth Services, Inc. sold shares of 132 stocks and completely divested from 9 stocks this quarter.Largest Holdings Vanguard Total International Stock ETF $111,626,737iShares Core S&P 500 ETF $94,177,807iShares Russell 1000 ETF $93,173,024Fidelity Total Bond ETF $86,975,482iShares Core MSCI EAFE ETF $64,841,254 Largest New Holdings this Quarter 921909768 - Vanguard Total International Stock ETF $111,626,737 Holding464287119 - iShares Morningstar Growth ETF $37,194,077 Holding46435G672 - iShares Core International Aggregate Bond ETF $21,582,883 Holding46435U549 - iShares ESG Aware U.S. Aggregate Bond ETF $2,605,873 Holding46435G524 - iShares International Dividend Growth ETF $2,536,673 Holding Largest Purchases this Quarter Vanguard Total International Stock ETF 1,797,532 shares (about $111.63M)iShares Morningstar Growth ETF 459,243 shares (about $37.19M)Vanguard Total World Stock ETF 269,693 shares (about $31.27M)iShares Core International Aggregate Bond ETF 431,744 shares (about $21.58M)Fidelity Total Bond ETF 355,124 shares (about $16.21M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 905,222 shares (about $46.01M)iShares MSCI EAFE Growth ETF 271,989 shares (about $27.20M)iShares MSCI Emerging Markets ex China ETF 435,717 shares (about $24.00M)iShares S&P 500 Value ETF 119,375 shares (about $22.75M)iShares Russell Top 200 ETF 150,266 shares (about $20.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMckinley Carter Wealth Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVXUSVanguard Total International Stock ETF$111,626,737$111,626,737 ▲New Holding1,797,5326.9%ETFIVViShares Core S&P 500 ETF$94,177,807$8,730,802 ▼-8.5%167,6065.8%ETFIWBiShares Russell 1000 ETF$93,173,024$1,976,635 ▼-2.1%303,7525.7%ETFFBNDFidelity Total Bond ETF$86,975,482$16,211,410 ▲22.9%1,905,2685.3%ETFIEFAiShares Core MSCI EAFE ETF$64,841,254$2,804,117 ▼-4.1%857,1224.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$62,087,958$380,941 ▼-0.6%627,6583.8%FinanceVEAVanguard FTSE Developed Markets ETF$51,641,320$46,012,454 ▼-47.1%1,015,9613.2%ETFGOVTiShares U.S. Treasury Bond ETF$43,644,471$13,634,197 ▲45.4%1,898,8242.7%ETFILCGiShares Morningstar Growth ETF$37,194,077$37,194,077 ▲New Holding459,2432.3%ETFVTVanguard Total World Stock ETF$33,162,940$31,270,979 ▲1,652.8%286,0102.0%ETFAAPLApple$32,688,656$550,660 ▲1.7%147,1602.0%Computer and TechnologyIWLiShares Russell Top 200 ETF$29,563,779$20,648,063 ▼-41.1%215,1501.8%ETFIVEiShares S&P 500 Value ETF$29,317,147$22,750,515 ▼-43.7%153,8311.8%ETFXLFFinancial Select Sector SPDR Fund$25,799,103$1,693,890 ▲7.0%517,9501.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$24,593,460$24,003,666 ▼-49.4%446,4231.5%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$23,302,784$1,797,201 ▲8.4%431,7731.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$22,100,994$12,458,331 ▼-36.0%611,5381.4%ETFIAGGiShares Core International Aggregate Bond ETF$21,582,883$21,582,883 ▲New Holding431,7441.3%ETFIJHiShares Core S&P Mid-Cap ETF$21,091,675$4,906,130 ▲30.3%361,4681.3%ETFIWFiShares Russell 1000 Growth ETF$19,305,370$166,824 ▼-0.9%53,4641.2%ETFXLVHealth Care Select Sector SPDR Fund$18,227,285$164,261 ▲0.9%124,8361.1%ETFIJRiShares Core S&P Small-Cap ETF$16,774,197$111,576 ▲0.7%160,4111.0%ETFMSFTMicrosoft$16,543,536$78,832 ▼-0.5%44,0701.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$16,281,374$1,481,908 ▼-8.3%78,8521.0%ETFCOSTCostco Wholesale$16,182,210$333,859 ▼-2.0%17,1101.0%Retail/WholesaleUSIGiShares Broad USD Investment Grade Corporate Bond ETF$15,789,709$5,705,181 ▲56.6%309,1171.0%ManufacturingAVGOBroadcom$15,122,730$1,161,458 ▼-7.1%90,3230.9%Computer and TechnologyBNDVanguard Total Bond Market ETF$13,077,149$1,513,213 ▼-10.4%178,0420.8%ETFORLYO'Reilly Automotive$12,481,411$266,446 ▼-2.1%8,7130.8%Retail/WholesaleFIFiserv$12,050,031$648,799 ▼-5.1%54,5670.7%Business ServicesGOOGLAlphabet$12,033,808$158,506 ▼-1.3%77,8180.7%Computer and TechnologyMAMastercard$11,173,321$548 ▼0.0%20,3850.7%Business ServicesINTUIntuit$11,117,887$614 ▲0.0%18,1080.7%Computer and TechnologyAJGArthur J. Gallagher & Co.$10,689,898$95,630 ▼-0.9%30,9640.7%FinanceHDHome Depot$10,471,279$118,375 ▼-1.1%28,5720.6%Retail/WholesaleUNHUnitedHealth Group$10,253,056$259,259 ▲2.6%19,5760.6%MedicalTJXTJX Companies$10,213,889$100,485 ▼-1.0%83,8580.6%Retail/WholesaleGWWW.W. Grainger$10,130,642$58,285 ▼-0.6%10,2550.6%IndustrialsWMWaste Management$10,089,204$38,431 ▼-0.4%43,5800.6%Business ServicesMCKMcKesson$9,387,793$135,275 ▲1.5%13,9490.6%MedicalAMZNAmazon.com$9,302,906$183,600 ▲2.0%48,8960.6%Retail/WholesaleNFLXNetflix$8,958,816$651,838 ▲7.8%9,6070.6%Consumer DiscretionaryMETAMeta Platforms$8,652,907$706,619 ▲8.9%15,0130.5%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$8,587,407$357,907 ▲4.3%166,7780.5%ETFLINDE PLC$8,573,394$304,064 ▲3.7%18,4120.5%SHSNVDANVIDIA$8,249,558$439,156 ▲5.6%76,1170.5%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$7,695,613$397,630 ▲5.4%82,3500.5%ETFCACICACI International$7,531,400$84,025 ▼-1.1%20,5260.5%Computer and TechnologyJJacobs Solutions$7,079,207$177,829 ▲2.6%58,5590.4%Business ServicesSCHFSchwab International Equity ETF$7,078,137$1,116,364 ▼-13.6%357,8430.4%ETFVUGVanguard Growth ETF$6,885,057$102,718 ▼-1.5%18,5670.4%ETFVDEVanguard Energy ETF$6,624,733$95,338 ▲1.5%51,0730.4%ETFAYIAcuity Brands$6,384,308$427,411 ▲7.2%24,2430.4%ConstructionJPMJPMorgan Chase & Co.$6,361,466$25,512 ▼-0.4%25,9330.4%FinancePEPPepsiCo$6,064,106$2,699 ▼0.0%40,4440.4%Consumer StaplesIWMiShares Russell 2000 ETF$5,856,977$575,923 ▼-9.0%29,3600.4%FinanceVYMIVanguard International High Dividend Yield ETF$5,791,571$85,185 ▲1.5%78,5940.4%ETFPGProcter & Gamble$5,675,030$2,386 ▲0.0%33,3000.3%Consumer StaplesHUBBHubbell$5,620,746$350,097 ▼-5.9%16,9860.3%IndustrialsEFAiShares MSCI EAFE ETF$5,431,189$1,825,435 ▼-25.2%66,4530.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$5,236,299$652,803 ▼-11.1%79,6270.3%ETFLLYEli Lilly and Company$5,133,832$35,514 ▼-0.7%6,2160.3%MedicalOEFiShares S&P 100 ETF$5,053,114$67,978 ▲1.4%18,6580.3%ETFVEUVanguard FTSE All-World ex-US ETF$4,979,627$610,541 ▼-10.9%82,0910.3%ETFADBEAdobe$4,864,718$3,452 ▼-0.1%12,6840.3%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$4,813,988$27,198,832 ▼-85.0%48,1400.3%ETFMBBiShares MBS ETF$4,808,736$3,415,922 ▼-41.5%51,2770.3%ETFABBVAbbVie$4,614,984$162,591 ▲3.7%22,0260.3%MedicalESGUiShares ESG Aware MSCI USA ETF$4,555,995$460,086 ▼-9.2%37,3720.3%ManufacturingNVONovo Nordisk A/S$4,489,877$16,249 ▲0.4%64,6580.3%MedicalQQQInvesco QQQ$4,454,524$48,296 ▼-1.1%9,5000.3%FinanceVOOVanguard S&P 500 ETF$4,368,762$1,643,489 ▲60.3%8,5010.3%ETFMCDMcDonald's$4,029,103$143,071 ▲3.7%12,8980.2%Retail/WholesaleBRK.ABerkshire Hathaway$3,992,2080.0%50.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$3,888,692$254,484 ▼-6.1%33,0980.2%ETFIWDiShares Russell 1000 Value ETF$3,868,198$160,501 ▼-4.0%20,5580.2%ETFACNAccenture$3,838,804$472,127 ▼-11.0%12,3020.2%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,741,575$7,126,834 ▼-65.6%72,5810.2%ETFADPAutomatic Data Processing$3,578,614$101,740 ▲2.9%11,7130.2%Business ServicesCVXChevron$3,515,158$111,584 ▲3.3%21,0120.2%EnergyJNJJohnson & Johnson$3,339,310$90,216 ▲2.8%20,1360.2%MedicalXCEMColumbia EM Core ex-China ETF$3,242,485$1,223,138 ▼-27.4%109,7840.2%ETFLOWLowe's Companies$3,137,803$157,893 ▲5.3%13,4540.2%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$3,061,662$365,400 ▼-10.7%37,4790.2%ManufacturingCATCaterpillar$2,987,863$31,000 ▼-1.0%9,0600.2%IndustrialsLMTLockheed Martin$2,984,888$13,401 ▲0.5%6,6820.2%AerospaceFNOVFT Vest U.S. Equity Buffer ETF - November$2,864,9220.0%61,3860.2%ETFVBRVanguard Small-Cap Value ETF$2,840,848$88,485 ▼-3.0%15,2500.2%ETFVBKVanguard Small-Cap Growth ETF$2,808,998$69,740 ▼-2.4%11,1570.2%ETFBKBank of New York Mellon$2,723,814$143,584 ▲5.6%32,4770.2%FinanceVVisa$2,721,139$200,826 ▼-6.9%7,7640.2%Business ServicesSPEMSPDR Portfolio Emerging Markets ETF$2,675,965$527,437 ▼-16.5%67,9700.2%ETFCOWZPacer US Cash Cows 100 ETF$2,618,489$398,156 ▼-13.2%47,8180.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,605,873$2,605,873 ▲New Holding54,8840.2%ETFMUBiShares National Muni Bond ETF$2,582,348$15,804,295 ▼-86.0%24,4910.2%ETFQUALiShares MSCI USA Quality Factor ETF$2,559,818$226,776 ▼-8.1%14,9790.2%ETFIJSiShares S&P Small-Cap 600 Value ETF$2,551,599$162,887 ▼-6.0%26,1760.2%ETFIGROiShares International Dividend Growth ETF$2,536,673$2,536,673 ▲New Holding35,0180.2%ETFNEENextEra Energy$2,394,878$183,534 ▲8.3%33,7830.1%UtilitiesSBUXStarbucks$2,359,556$326,346 ▼-12.2%24,0550.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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