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Size ($ in 1000's)
At 12/31/2023: $1,366,455
At 09/30/2023: $1,261,275
McKinley Carter Wealth Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from McKinley Carter Wealth Services Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the McKinley Carter Wealth Services Inc. top holdings by largest position size, as per the latest 13f filing made by McKinley Carter Wealth Services Inc..
In the McKinley Carter Wealth Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by McKinley Carter Wealth Services Inc. in that top holding, then the share count change between reporting periods, and finally the McKinley Carter Wealth Services Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (AGG) |
842,408 |
-19,524 |
$83,609 | | AGG | 842,408 | -19,524 | $83,609 | | ISHARES TR (IVE) |
468,653 |
-135,091 |
$81,494 | | IVE | 468,653 | -135,091 | $81,494 | | ISHARES TR (IVV) |
167,210 |
+3,108 |
$79,864 | | IVV | 167,210 | +3,108 | $79,864 | | VANGUARD TAX MANAGED FDS (VEA) |
1,541,165 |
-510,550 |
$73,822 | | VEA | 1,541,165 | -510,550 | $73,822 | | ISHARES TR (IWB) |
220,702 |
-4,728 |
$57,881 | | IWB | 220,702 | -4,728 | $57,881 | | ISHARES TR (IEFA) |
776,623 |
+6,146 |
$54,635 | | IEFA | 776,623 | +6,146 | $54,635 | | ISHARES INC (EMXC) |
835,003 |
+410,567 |
$46,267 | | EMXC | 835,003 | +410,567 | $46,267 | | ISHARES TR (IWL) |
362,873 |
+92,046 |
$41,763 | | IWL | 362,873 | +92,046 | $41,763 |  APPLE INC |
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$26,837 | | AAPL | 142,193 | +7,603 | $27,376 | | Put | 2,800 | +2,800 | $539 | | ISHARES TR (EFG) |
263,222 |
-4,612 |
$25,493 | | EFG | 263,222 | -4,612 | $25,493 | | ISHARES TR (GOVT) |
1,075,737 |
-69,778 |
$24,785 | | GOVT | 1,075,737 | -69,778 | $24,785 | | ISHARES TR (IGSB) |
431,155 |
-21,824 |
$22,107 | | IGSB | 431,155 | -21,824 | $22,107 | | SELECT SECTOR SPDR TR (XLK) |
113,694 |
-20,088 |
$21,884 | | XLK | 113,694 | -20,088 | $21,884 | | ISHARES INC (IEMG) |
343,040 |
+18,286 |
$17,351 | | IEMG | 343,040 | +18,286 | $17,351 | | ISHARES TR (IWF) |
56,130 |
-2,597 |
$17,017 | | IWF | 56,130 | -2,597 | $17,017 | | MICROSOFT CORP |
43,554 |
+202 |
$16,378 | | MSFT | 43,554 | +202 | $16,378 | | ISHARES TR (IJR) |
136,638 |
-119,813 |
$14,791 | | IJR | 136,638 | -119,813 | $14,791 | | SELECT SECTOR SPDR TR (XLF) |
391,608 |
+16,642 |
$14,724 | | XLF | 391,608 | +16,642 | $14,724 | | SELECT SECTOR SPDR TR (XLV) |
105,641 |
+10,548 |
$14,407 | | XLV | 105,641 | +10,548 | $14,407 | | PIMCO ETF TR (MUNI) |
254,982 |
+42,793 |
$13,463 | | MUNI | 254,982 | +42,793 | $13,463 | | VANGUARD BD INDEX FDS (BND) |
182,790 |
+57,546 |
$13,444 | | BND | 182,790 | +57,546 | $13,444 | | ISHARES TR (IJH) |
48,288 |
+946 |
$13,383 | | IJH | 48,288 | +946 | $13,383 | | VANGUARD MUN BD FDS (VTEB) |
258,129 |
-22,677 |
$13,177 | | VTEB | 258,129 | -22,677 | $13,177 | | ISHARES TR (MBB) |
132,605 |
+712 |
$12,475 | | MBB | 132,605 | +712 | $12,475 | | BROADCOM INC |
11,044 |
+540 |
$12,327 | | AVGO | 11,044 | +540 | $12,327 | | ISHARES TR (USIG) |
235,672 |
-9,849 |
$12,081 | | USIG | 235,672 | -9,849 | $12,081 | | COSTCO WHSL CORP NEW |
18,210 |
+1,051 |
$12,020 | | COST | 18,210 | +1,051 | $12,020 | | ISHARES TR (MUB) |
107,189 |
-24,375 |
$11,620 | | MUB | 107,189 | -24,375 | $11,620 | | INTUIT |
17,798 |
+727 |
$11,124 | | INTU | 17,798 | +727 | $11,124 | | ALPHABET INC |
76,863 |
+5,057 |
$10,737 | | GOOGL | 76,863 | +5,057 | $10,737 | | ISHARES TR (ISCF) |
332,408 |
+32,412 |
$10,680 | | ISCF | 332,408 | +32,412 | $10,680 | | ACCENTURE PLC IRELAND |
29,204 |
+2,008 |
$10,248 | | ACN | 29,204 | +2,008 | $10,248 | | HOME DEPOT INC |
27,736 |
+2,885 |
$9,612 | | HD | 27,736 | +2,885 | $9,612 | | ISHARES TR (ISTB) |
177,593 |
+5,633 |
$8,446 | | ISTB | 177,593 | +5,633 | $8,446 | | MASTERCARD INCORPORATED |
19,726 |
+2,011 |
$8,413 | | MA | 19,726 | +2,011 | $8,413 | | UNITEDHEALTH GROUP INC |
15,940 |
+1,402 |
$8,392 | | UNH | 15,940 | +1,402 | $8,392 | | GRAINGER W W INC |
10,063 |
+1,869 |
$8,339 | | GWW | 10,063 | +1,869 | $8,339 | | SCHWAB STRATEGIC TR |
222,993 |
-7,821 |
$8,242 | | SCHF | 222,993 | -7,821 | $8,242 | | OREILLY AUTOMOTIVE INC |
8,600 |
+592 |
$8,171 | | ORLY | 8,600 | +592 | $8,171 | | THERMO FISHER SCIENTIFIC INC |
14,883 |
+2,021 |
$7,900 | | TMO | 14,883 | +2,021 | $7,900 | | FISERV INC |
59,323 |
+59,323 |
$7,880 | | FI | 59,323 | +59,323 | $7,880 | | TJX COS INC NEW |
82,849 |
+7,924 |
$7,772 | | TJX | 82,849 | +7,924 | $7,772 | | WASTE MGMT INC DEL |
41,936 |
+4,714 |
$7,511 | | WM | 41,936 | +4,714 | $7,511 | | STARBUCKS CORP |
77,051 |
+9,259 |
$7,398 | | SBUX | 77,051 | +9,259 | $7,398 | | DIMENSIONAL ETF TRUST (DFAT) |
139,068 |
-107,063 |
$7,277 | | DFAT | 139,068 | -107,063 | $7,277 | | ISHARES TR (IWM) |
35,748 |
-3,737 |
$7,175 | | IWM | 35,748 | -3,737 | $7,175 | | ADOBE INC |
11,742 |
+3,470 |
$7,005 | | ADBE | 11,742 | +3,470 | $7,005 | | CACI INTL INC |
20,836 |
+2,985 |
$6,748 | | CACI | 20,836 | +2,985 | $6,748 | | PEPSICO INC |
39,643 |
+888 |
$6,733 | | PEP | 39,643 | +888 | $6,733 | | TRACTOR SUPPLY CO |
31,138 |
+4,846 |
$6,696 | | TSCO | 31,138 | +4,846 | $6,696 |
See Full List: All Stocks Held By McKinley Carter Wealth Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By McKinley Carter Wealth Services Inc.
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