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McKinley Carter Wealth Services, Inc. Portfolio

$2B across 323 positions as of 2026-09-30, with 40% of it in the ten largest. 4 quarters on file.

Largest first

Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.

HoldingValueShareShares
DFAIDimensional International Core Equity Market ETF$155.6M7.9%3,754,685
IVViShares Core S&P 500 ETF$133.6M6.8%174,406
FBNDFidelity Total Bond ETF$109.3M5.6%2,523,780
DFAEDimensional Emerging Core Equity Market ETF$91.6M4.7%2,330,327
IWBiShares Russell 1000 ETF$67.4M3.4%161,976
AGGiShares Core U.S. Aggregate Bond ETF$62.2M3.2%657,700
IWLiShares Russell Top 200 ETF$47.8M2.4%251,267
VXUSVanguard Total International Stock ETF$43.1M2.2%507,627
AAPLApple Inc$39.1M2.0%117,407
DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF$39M2.0%969,757
VEAVanguard FTSE Developed Markets ETF$37.4M1.9%529,193
IEFAiShares Core MSCI EAFE ETF$35.3M1.8%364,714
ILCGiShares Morningstar Large-Cap Growth ETF$32.3M1.6%276,452
DYNFiShares U.S. Equity Factor Rotation Active ETF$29M1.5%418,125
AVGOBroadcom Inc$26.7M1.4%76,146
GOOGLAlphabet Inc$25.7M1.3%74,577
IWFiShares Russell 1000 Growth ETF$24.1M1.2%192,118
NVDANVIDIA Corp$22.1M1.1%96,885
MSFTMicrosoft Corp$21M1.1%40,884
USIGiShares Broad USD Investment Grade Corporate Bond ETF$19.4M1.0%398,493
MBBiShares MBS ETF$18.5M0.9%206,345
BNDVanguard Total Bond Market ETF$18.2M0.9%259,729
IJRiShares Core S&P Small-Cap ETF$17.6M0.9%129,176
IXUSiShares Core MSCI Total International Stock ETF$17.5M0.9%184,435
XLKState Street Technology Select Sector SPDR ETF$17.4M0.9%89,110
MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund$17.2M0.9%345,853
GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$14.9M0.8%84,381
IJHiShares Core S&P Mid-Cap ETF$14.8M0.8%205,981
IEMGiShares Core MSCI Emerging Markets ETF$14.8M0.8%182,384
LLYEli Lilly and Co$14.2M0.7%12,287
VTVanguard Total World Stock Index ETF$14.1M0.7%89,322
TLHiShares 10-20 Year Treasury Bond ETF$14M0.7%152,078
THROiShares U.S. Thematic Rotation Active ETF$13.9M0.7%317,057
COSTCostco Wholesale Corp$13.8M0.7%15,137
EMXCiShares MSCI Emerging Markets ex China ETF$12.6M0.6%127,465
IVEiShares S&P 500 Value ETF$12.5M0.6%54,798
IEIiShares 3-7 Year Treasury Bond ETF$12.4M0.6%109,421
SHYiShares 1-3 Year Treasury Bond ETF$12.2M0.6%150,751
CACICACI International Inc$12.2M0.6%20,052
PWRQuanta Services Inc$11.7M0.6%18,227
AMZNAmazon.com Inc$11.7M0.6%46,829
MCKMcKesson Corp$11.7M0.6%13,654
TJXTJX Companies Inc$10.7M0.5%81,113
VOOVanguard S&P 500 ETF$10.7M0.5%15,247
ORLYO'Reilly Automotive Inc$10.7M0.5%125,017
MAMastercard Inc$10.6M0.5%19,275
DFATDimensional U.S. Targeted Value ETF$10.2M0.5%153,938
FNDFSchwab Fundamental International Equity ETF$10.2M0.5%189,489
XCEMCOLUMBIA ETF TR II$10.2M0.5%198,073
METAMeta Platforms Inc$10M0.5%13,760
LINDE PLC$9.8M0.5%20,745
OEFiShares S&P 100 Fund$9.7M0.5%25,274
VUGVanguard Growth ETF$9.4M0.5%104,643
WMWaste Management Inc$9.4M0.5%46,186
APHAmphenol Corp$9.1M0.5%108,060
DELLDell Technologies Inc$9M0.5%16,702
HUBBHubbell Inc$8.9M0.5%19,565
XLFState Street Financial Select Sector SPDR ETF$8.8M0.4%165,266
AIQGlobal X Artificial Intelligence & Technology ETF$8.8M0.4%134,773
XLVState Street Health Care Select Sector SPDR ETF$8.3M0.4%49,014
CATCaterpillar Inc$8.1M0.4%10,020
RLRalph Lauren Corp$8M0.4%22,539
JPMJPMorgan Chase & Co$7.8M0.4%23,502
TERTeradyne Inc$7.7M0.4%19,318
VYMIVanguard International High Dividend Yield ETF$7.7M0.4%76,415
GDGeneral Dynamics Corp$7.3M0.4%22,022
SCHFSchwab International Equity ETF$7.2M0.4%260,496
QQQInvesco QQQ Trust, Series 1$6.9M0.4%9,372
ESGUiShares ESG Aware MSCI USA ETF$6.8M0.3%40,832
AMDAdvanced Micro Devices Inc$6.7M0.3%10,948
IWMiShares Russell 2000 Index Fund$6.6M0.3%23,853
ISCGiShares Morningstar Small-Cap Growth ETF$6.5M0.3%106,840
ABBVAbbVie Inc$6.2M0.3%23,745
CCitigroup Inc$6M0.3%46,131
VBVanguard Small-Cap ETF$5.6M0.3%19,846
VEUVanguard FTSE All World Ex US ETF$5.3M0.3%63,470
CVXChevron Corp$5.2M0.3%25,695
PEPPepsiCo Inc$5.2M0.3%41,181
BANK OF NY MELLON CORP$5.1M0.3%35,369
BLACKROCK ETF TRUST II$5.1M0.3%106,511
EFAiShares MSCI EAFE ETF$4.8M0.2%46,314
GWWWW Grainger Inc$4.6M0.2%3,717
JNJJohnson & Johnson$4.6M0.2%17,364
XLEState Street Energy Select Sector SPDR ETF$4.4M0.2%71,597
BLACKROCK ETF TRUST II$4.3M0.2%189,572
PGProcter & Gamble Co$4.3M0.2%29,546
IWDiShares Russell 1000 Value ETF$4.3M0.2%17,225
TXNTexas Instruments Inc$4.1M0.2%14,799
LMTLockheed Martin Corp$4M0.2%7,918
MSMorgan Stanley$3.9M0.2%20,673
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund$3.8M0.2%37,646
MRKMerck & Co Inc$3.7M0.2%25,665
ISHARES TR$3.7M0.2%41,576
FIRST TR EXCHNG TRADED FD VI$3.5M0.2%58,021
VBKVanguard Small-Cap Growth ETF$3.5M0.2%10,217
EFGiShares MSCI EAFE Growth ETF$3.4M0.2%28,566
IJSiShares S&P SmallCap 600 Value ETF$3.4M0.2%26,518
NEENextera Energy Inc$3.2M0.2%42,003
ADPAutomatic Data Processing Inc$3.1M0.2%12,205
ESGDiShares ESG Aware MSCI EAFE ETF$3M0.2%29,383
MCDMcDonald's Corp$3M0.2%13,076
LOWLowe's Companies Inc$2.9M0.1%15,621
IWRiShares Russell Mid-Cap ETF$2.9M0.1%26,934
SPYMState Street SPDR Portfolio S&P 500 ETF$2.9M0.1%32,005
IWPiShares Russell Midcap Growth ETF$2.9M0.1%20,837
SPCXSpace Exploration Technologies Corp$2.8M0.1%18,576
DFIVDimensional International Value ETF$2.8M0.1%49,963
VBRVanguard Small-Cap Value ETF$2.8M0.1%12,033
QUALiShares MSCI USA Quality Factor ETF$2.8M0.1%12,403
ESEversource Energy$2.7M0.1%41,351
ITWIllinois Tool Works Inc$2.6M0.1%10,058
COWZPacer US Cash Cows 100 ETF$2.5M0.1%37,393
ACWIiShares MSCI ACWI ETF$2.5M0.1%15,713
SBUXStarbucks Corp$2.4M0.1%26,062
SPYState Street SPDR S&P 500 ETF Trust$2.4M0.1%3,181
DGROiShares Core Dividend Growth ETF$2.3M0.1%30,637
ECLEcolab Inc$2.3M0.1%8,353
VTVVanguard Value ETF$2.2M0.1%10,245
AAPLApple Incput — a bet against$2.2M0.1%6,600
WFCWells Fargo & Co$2.2M0.1%27,184
CITY HLDG CO$2.1M0.1%15,308
GBTCGrayscale Bitcoin Trust (Btc)$2.1M0.1%31,864
ACCENTURE PLC IRELAND$2.1M0.1%11,186
MDYSPDR MidCap Trust Series I$2M0.1%3,107
EAGGiShares ESG Aware U.S. Aggregate Bond ETF$2M0.1%44,227
HDHome Depot Inc$2M0.1%6,933
BTCGRAYSCALE BITCOIN MINI TR ET$2M0.1%53,013
FIRST TR EXCHNG TRADED FD VI$2M0.1%34,899
SCHGSchwab U.S. Large-Cap Growth ETF$1.9M0.1%54,253
SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF$1.9M0.1%37,374
ABTAbbott Laboratories$1.9M0.1%19,504
VVisa Inc$1.9M0.1%5,272
MDLZMondelez International Inc$1.9M0.1%32,138
WISDOMTREE TR$1.7M0.1%31,211
FIRST TR EXCHNG TRADED FD VI$1.7M0.1%31,786
IWOiShares Russell 2000 Growth Fund$1.7M0.1%4,779
PNCPNC Financial Services Group Inc$1.7M0.1%7,664
RSPInvesco S&P 500 Equal Weight ETF$1.7M0.1%8,059
QTECFIRST TR EXCHANGE-TRADED FD$1.7M0.1%5,028
FIRST TR EXCHNG TRADED FD VI$1.6M0.1%26,915
GOVTiShares U.S. Treasury Bond ETF$1.6M0.1%75,022
FIRST TR EXCHNG TRADED FD VI$1.6M0.1%30,196
VGTVanguard Information Tech ETF$1.6M0.1%12,648
FVDFirst Trust VL Dividend$1.6M0.1%33,881
JJacobs Solutions Inc$1.5M0.1%11,302
FIRST TR EXCHNG TRADED FD VI$1.5M0.1%26,376
MTUMiShares MSCI USA Momentum Factor ETF$1.5M0.1%4,654
INVESCO EXCH TRADED FD TR II$1.5M0.1%33,444
UBSIUnited Bankshares Inc$1.5M0.1%31,590
PGRProgressive Corp$1.4M0.1%6,770
FIRST TR EXCHNG TRADED FD VI$1.4M0.1%58,133
VIGIVanguard International Dividend Appreciation ETF$1.4M0.1%14,603
TMUST-Mobile US Inc$1.4M0.1%8,443
FIRST TR EXCHNG TRADED FD VI$1.4M0.1%23,895
VTIVanguard Total Stock Market ETF$1.3M0.1%3,527
ESGEiShares ESG Aware MSCI EM ETF$1.3M0.1%24,153
IJTiShares S&P SmallCap 600 Growth ETF$1.3M0.1%8,135
VOVanguard Mid-Cap ETF$1.3M0.1%16,626
GOOGAlphabet Inc$1.2M0.1%3,660
FBTFirst Trust Amex Biotech Index Fund$1.2M0.1%4,579
AYIAcuity Inc$1.2M0.1%3,952
CMCSAComcast Corp$1.2M0.1%55,924
FIRST TR EXCHNG TRADED FD VI$1.2M0.1%22,535
VDCVanguard Consumer Staples ETF$1.2M0.1%5,421
FIRST TR EXCHNG TRADED FD VI$1.2M0.1%24,416
FIRST TR EXCHNG TRADED FD VI$1.2M0.1%24,140
IWXiShares Russell Top 200 Value ETF$1.1M0.1%10,330
ISHARES U S ETF TR$1.1M0.1%22,797
VONVVanguard Russell 1000 Value ETF$1.1M0.1%10,321
PPAInvesco Aerospace & Defense ETF$1.1M0.1%7,185
BRK.BBerkshire Hathaway Inc$1.1M0.1%2,137
IVWiShares S&P 500 Growth ETF$1.1M0.1%7,452
TMOThermo Fisher Scientific Inc$1M0.1%1,483
HIMUiShares High Yield Muni Active ETF$970.9K0.0%21,255
WMTWalmart Inc$959.2K0.0%9,231
XLPState Street Consumer Staples Select Sector SPDR ETF$939.6K0.0%11,658
SPDWSPDR Portfolio Developed World ex-US ETF$906.8K0.0%18,061
KOCoca-Cola Co$905.7K0.0%10,522
NSCNorfolk Southern Corp$888.8K0.0%2,876
TSLATesla Inc$882.8K0.0%2,488
EEMiShares MSCI Emerging Index Fund$877.8K0.0%13,143
IAGGiShares International Aggregate Bond Fund$877.1K0.0%17,827
FIRST TR EXCHNG TRADED FD VI$865.4K0.0%15,021
ORCLOracle Corp$851.8K0.0%6,204
FIRST TR EXCHNG TRADED FD VI$827.6K0.0%16,934
GLDSPDR Gold Shares$826.8K0.0%2,171
ISHARES TR$824.3K0.0%12,598
VLUEiShares MSCI USA Value Factor ETF$811.2K0.0%4,097
PKGPackaging Corp of America$797.1K0.0%3,477
IVOOVanguard S&P Mid-Cap 400 ETF$785.6K0.0%6,452
USHYiShares Broad USD High Yield Corporate Bond ETF$780.8K0.0%21,858
MVB FINL CORP$752K0.0%25,877
BRK.ABerkshire Hathaway Inc$747K0.0%1
VWOVanguard FTSE Emerging Markets ETF$726.2K0.0%12,243
SCHXSchwab U.S. Large-Cap ETF$714.5K0.0%23,817
ISTBiShares Core 1-5 Year USD Bond ETF$703.9K0.0%14,898
VANGUARD WORLD FD$703K0.0%11,800
AVGOBroadcom Incput — a bet against$702.4K0.0%2,000
CSXCSX Corp$696.4K0.0%14,973
FIRST TR EXCHNG TRADED FD VI$690.4K0.0%11,029
FIRST TR EXCHNG TRADED FD VI$689.2K0.0%11,259
RTXRTX Corp$686.3K0.0%3,697
AEPAmerican Electric Power Company Inc$684K0.0%5,766
INVESCO EXCHANGE TRADED FD T$675.9K0.0%18,183
SOXXiShares Semiconductor ETF$674.1K0.0%1,185
NFLXNetflix Inc$672.8K0.0%9,670
IGSBISHARES TR$664K0.0%12,961
PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund$644.3K0.0%25,377
FIRST TR EXCHNG TRADED FD VI$639K0.0%13,861
FIRST TR EXCHNG TRADED FD VI$628.8K0.0%11,115
XARSPDR S&P Aerospace & Defense ETF$624.1K0.0%2,699
KLACKLA Corp$619.9K0.0%3,180
FIRST TR EXCHNG TRADED FD VI$619K0.0%13,889
FDNFirst Trust DJ Internet Index Fund$616.7K0.0%2,138
INVESCO EXCHANGE TRADED FD T$611.9K0.0%5,694
INTCIntel Corp$608.1K0.0%5,058
CSCOCisco Systems Inc$596.6K0.0%5,543
INTUIntuit Inc$592.1K0.0%2,148
XTISHARES TR$589.7K0.0%7,071
IWNiShares Russell 2000 Value ETF$582.1K0.0%2,779
BUFDFT Vest Laddered Deep Buffer ETF$568.5K0.0%18,720
SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF$566.5K0.0%4,603
VONEVANGUARD SCOTTSDALE FDS$560.7K0.0%1,630
INVESCO EXCH TRADED FD TR II$555.1K0.0%12,870
XLIState Street Industrial Select Sector SPDR ETF$548.5K0.0%3,285
SCHESchwab Emerging Markets Equity ETF$540.8K0.0%14,836
FIRST TR EXCHNG TRADED FD VI$534.7K0.0%15,098
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF$530.4K0.0%8,414
FIRST TR EXCHNG TRADED FD VI$525.8K0.0%11,500
CDNSCadence Design Systems Inc$515.4K0.0%1,561
MUBiShares National Muni Bond ETF$512.8K0.0%5,072
XJHiShares ESG Screened S&P Mid-Cap ETF$508.5K0.0%10,425
EXRExtra Space Storage Inc$502.1K0.0%3,818
CTVACorteva Inc$495.1K0.0%6,376
IBMInternational Business Machines Corp$485.8K0.0%2,209
FIRST TR EXCHNG TRADED FD VI$476.2K0.0%9,800
TAT&T Inc$462K0.0%18,935
DTEDTE Energy Co$455.2K0.0%3,737
AJGArthur J. Gallagher & Co.$439.7K0.0%1,928
DUKDuke Energy Corp$436.7K0.0%3,830
NVDANVIDIA Corpput — a bet against$433.9K0.0%1,900
FFord Motor Co$432K0.0%35,818
GILDGilead Sciences, Inc$424K0.0%2,845
IWSiShares Russell Mid-cap Value ETF$420.7K0.0%2,617
IXNiShares Global Tech ETF$420.2K0.0%2,835
FIRST TR EXCHNG TRADED FD VI$415.3K0.0%8,047
PMPhilip Morris International Inc$412.3K0.0%2,161
J P MORGAN EXCHANGE TRADED F$405.9K0.0%5,500
IWYiShares Russell Top 200 Growth ETF$391.9K0.0%1,329
VRTVertiv Holdings Co$390.7K0.0%1,619
TRVTravelers Companies Inc$388.7K0.0%1,090
TFCTruist Financial Corp$387.7K0.0%8,375
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF$385.9K0.0%4,192
IOOiShares Global 100 ETF$381.9K0.0%2,652
HEFAiShares Currency Hedged MSCI EAFE ETF$379.7K0.0%8,186
VANECK ETF TRUST$371.4K0.0%13,355
SDYState Street SPDR S&P Dividend ETF$357.1K0.0%2,438
LLYEli Lilly and Coput — a bet against$347.1K0.0%300
TRANE TECHNOLOGIES PLC$346.7K0.0%767
WISDOMTREE TR$343.9K0.0%2,688
VFHVanguard Financials ETF$341.4K0.0%2,624
SUBiShares Short-Term National Muni Bond ETF$336.7K0.0%3,221
PLTRPalantir Technologies Inc$336.1K0.0%1,797
ESMLiShares ESG Aware MSCI USA Small-Cap ETF$335.3K0.0%6,448
SHWSherwin-Williams Co$327.5K0.0%1,013
SOSouthern Co$326.2K0.0%3,935
AMGNAmgen Inc$323.1K0.0%767
CRWDCrowdStrike Holdings Inc$315.8K0.0%1,193
IDAIdacorp Inc$315.8K0.0%2,416
NINiSource Inc$312.6K0.0%8,015
GPNGlobal Payments Inc$311.3K0.0%3,812
VDEVanguard Energy ETF$307.8K0.0%1,788
USMViShares MSCI USA Min Vol Factor ETF$296.5K0.0%3,043
GUNRFlexShares Global Upstream Natural Resources Index Fund ETF$290K0.0%5,498
FIRST TR EXCHNG TRADED FD VI$289.1K0.0%6,080
VGITVanguard Scottsdale Intermediate Term Treasury$288K0.0%5,083
ITOTiShares Core S&P Total U.S. Stock Market ETF$284.5K0.0%1,711
SPMOInvesco S&P 500 Momentum ETF$283K0.0%1,867
VOVanguard Mid-Cap ETFput — a bet against$282.3K0.0%3,600
DVYISHARES TR$279K0.0%1,835
GPNGlobal Payments Incput — a bet against$277.7K0.0%3,400
COSTCostco Wholesale Corpput — a bet against$273.1K0.0%300
DKSDICK'S Sporting Goods Inc$269.5K0.0%2,007
TGTTarget Corp$269.5K0.0%1,720
VVVanguard Large-Cap ETF$266.2K0.0%757
NOBLProShares S&P 500 Dividend Aristocrats ETF$265.1K0.0%4,901
BLKBlackRock Inc$263.5K0.0%249
BINCiShares Flexible Income Active ETF$261.2K0.0%5,142
MPCMarathon Petroleum Corp$260.9K0.0%660
LNTAlliant Energy Corp$259K0.0%4,091
FIRST TR EXCHNG TRADED FD VI$255.8K0.0%6,313
SPHQInvesco S&P 500 Quality ETF$255.7K0.0%3,041
VANGUARD SCOTTSDALE FDS$255.5K0.0%3,511
FIRST COMWLTH FINL CORP PA$253.4K0.0%12,527
TSCOTractor Supply Co$250.9K0.0%8,020
DHRDanaher Corp$247.2K0.0%1,116
SUSAiShares MSCI USA ESG Select ETF$245.2K0.0%1,575
CLColgate-Palmolive Co$244.5K0.0%2,866
WISDOMTREE TR$244.3K0.0%3,410
PIMCO EQUITY SER$243.4K0.0%3,756
ISHARES TR$240.7K0.0%4,938
UNHUnitedHealth Group Inc$238.8K0.0%651
BXBlackstone Inc$229.6K0.0%2,049
ADIAnalog Devices Inc$228.1K0.0%575
INVESCO EXCH TRADED FD TR II$226.7K0.0%3,823
BROADSTONE NET LEASE INC$222.4K0.0%12,024
DTMDT Midstream Inc$220.8K0.0%1,848
VMBSVanguard Mortgage Backed Security$220.5K0.0%4,964
ISRGIntuitive Surgical Inc$214.3K0.0%527
VGLTVanguard Long-Term Treasury ETF$213.3K0.0%4,255
ISHARES TR$212.3K0.0%4,753
CVSCVS Health Corp$210.2K0.0%2,453
EATON CORP PLC$209.7K0.0%488
VYMVanguard High Dividend Yield ETF$209.6K0.0%1,351
ISHARES GOLD TRUST MICRO$206.9K0.0%4,995
VIGVanguard Div Appreciation ETF$205.8K0.0%882
ASML HLDG NV$203.4K0.0%112
MUMicron Technology Inc$202.4K0.0%190
SWKStanley Black & Decker Inc$200.4K0.0%2,262
QUMULUSAI INC$149.8K0.0%23,110
NERVGEN PHARMA CORP$62.4K0.0%32,653
SONOMA PHARMACEUTICALS INC$14.3K0.0%11,193
INSPIREMD INC$6.7K0.0%10,000

Quarter ending 2026-09-30.

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