McKinley Carter Wealth Services, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), McKinley Carter Wealth Services, Inc. reported 298 stock positions worth $1.5 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.1% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 5.9%) and iShares Core U.S. Aggregate (AGG, 5.8%). Compared with Q4 2023, it opened 12 new positions, sold out of 15, added to 116 and reduced 118. The biggest buy was a new position in iShares Flex I A ETF-Usd (BINC) and the biggest sale iShares MBS ETF (MBB, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- WHEELING, WV
- CIK
- 0001484265
- Portfolio Value
- $1.5B (Q1 2024)
- SEC Filing
- 0001085146-24-002060 ↗ filed Apr 26, 2024
Holdings Value
Holdings 298 stocks · $1.5B
| IVV iShares Core S&P 500 ETF | 6.11% | 173,765 | $91.4M | Add +3.9% |
| IVE iShares S&P 500 Value ETF | 5.89% | 471,711 | $88.1M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 5.83% | 890,962 | $87.3M | Add +5.8% |
| VEA Vanguard Ftse Developed ETF | 5.33% | 1,588,104 | $79.7M | Add +3.0% |
| IWB iShares Russell 1000 ETF | 4.31% | 223,589 | $64.4M | Add +1.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.01% | 809,021 | $60.0M | Add +4.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.53% | 917,714 | $52.8M | Add +9.9% |
| IWL iShares Russell Top 200 ETF | 3.27% | 384,402 | $48.9M | Add +5.9% |
| EFG iShares MSCI Eafe Growth ETF | 1.90% | 273,602 | $28.4M | Add +3.9% |
| GOVT iShares US Treasury Bond ETF | 1.77% | 1,165,169 | $26.5M | Add +8.3% |
| AAPL Apple Inc. | 1.67% | 145,632 | $25.0M | Add +2.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.55% | 452,204 | $23.2M | Add +4.9% |
| XLK SS Technology Select Sector | 1.50% | 107,573 | $22.4M | Reduce -5.4% |
| IEMG iShares Core MSCI Emerging | 1.27% | 367,004 | $18.9M | Add +7.0% |
| IWF iShares Russell 1000 Growth | 1.25% | 55,609 | $18.7M | Reduce -0.9% |
| MSFT Microsoft Corp. | 1.25% | 44,533 | $18.7M | Add +2.3% |
| XLV SS Health Care Select Sector | 1.13% | 114,775 | $17.0M | Add +8.7% |
| XLF SS Financial Select Sector | 1.13% | 401,307 | $16.9M | Add +2.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.06% | 313,938 | $15.9M | Add +21.6% |
| IJH iShares Core S&P Midcap ETF | 1.04% | 255,138 | $15.5M | Add +5.7% |
| IJR iShares Core S&P Small-Cap E | 1.01% | 136,395 | $15.1M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.96% | 10,803 | $14.3M | Reduce -2.2% |
| MUNI PIMCO Intermediate Municipal | 0.91% | 259,518 | $13.6M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.90% | 18,325 | $13.4M | Add +0.6% |
| MUB iShares National Muni Bond E | 0.87% | 120,658 | $13.0M | Add +12.6% |
| BND Vanguard Total Bond Market | 0.82% | 169,821 | $12.3M | Reduce -7.1% |
| GOOGL Alphabet Inc. Class A | 0.80% | 79,580 | $12.0M | Add +3.5% |
| ISCF iShares International Small | 0.80% | 361,564 | $11.9M | Add +8.8% |
| INTU Intuit Inc. | 0.78% | 18,061 | $11.7M | Add +1.5% |
| HD Home Depot Inc. | 0.73% | 28,285 | $10.9M | Add +2.0% |
| ACN Accenture PLC Class A | 0.70% | 30,141 | $10.4M | Add +3.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.70% | 10,252 | $10.4M | Add +1.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.68% | 193,616 | $10.2M | New |
| ORLY O'reilly Automotive Inc. | 0.66% | 8,798 | $9.9M | Add +2.3% |
| MA Mastercard Inc. Class A | 0.65% | 20,068 | $9.7M | Add +1.7% |
| FISV Fiserv Inc. | 0.64% | 60,189 | $9.6M | Add +1.5% |
| WM Waste Management Inc. | 0.62% | 43,543 | $9.3M | Add +3.8% |
| USIG iShares Broad Usd Investment | 0.61% | 178,525 | $9.1M | Reduce -24.3% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.59% | 187,292 | $8.9M | Add +5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.58% | 85,468 | $8.7M | Add +3.2% |
| SCHF Schwab Intl Equity ETF | 0.58% | 221,736 | $8.7M | Reduce -0.6% |
| UNH Unitedhealth Group Inc. | 0.55% | 16,668 | $8.2M | Add +4.6% |
| CACI Caci International Inc. Class A | 0.55% | 21,600 | $8.2M | Add +3.7% |
| J Jacobs Solutions Inc. | 0.54% | 52,299 | $8.0M | Add +3.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.54% | 62,499 | $8.0M | Add +3.5% |
| LIN Linde PLC | 0.53% | 16,939 | $7.9M | Add +4.8% |
| DFAT Dimensional US Target Value | 0.51% | 140,749 | $7.7M | Add +1.2% |
| SBUX Starbucks Corp. | 0.51% | 83,401 | $7.6M | Add +8.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.51% | 30,338 | $7.6M | Add +5.2% |
| AMZN Amazon.com Inc. | 0.50% | 41,207 | $7.4M | Add +442.5% |
| MBB iShares MBS ETF | 0.49% | 79,804 | $7.4M | Reduce -39.8% |
| IWM iShares Russell 2000 ETF | 0.49% | 34,769 | $7.3M | Reduce -2.7% |
| PEP Pepsico Inc. | 0.48% | 40,861 | $7.2M | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 19,631 | $6.8M | Reduce -2.3% |
| GPN Global Payments Inc. | 0.44% | 49,393 | $6.6M | Add +5.2% |
| MCK McKesson Corp. | 0.44% | 12,256 | $6.6M | Add +10.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.43% | 105,462 | $6.5M | Reduce -5.0% |
| ADBE Adobe Inc. | 0.42% | 12,596 | $6.4M | Add +7.3% |
| HUBB Hubbell Inc. | 0.41% | 14,677 | $6.1M | New |
| VDE Vanguard Energy ETF | 0.40% | 45,146 | $5.9M | Add +9.2% |
| MNST Monster Beverage Corp. | 0.38% | 95,721 | $5.7M | Add +12.7% |
| EFA iShares MSCI Eafe ETF | 0.37% | 69,296 | $5.5M | Reduce -4.2% |
| PG The Procter & Gamble Co. | 0.37% | 33,656 | $5.5M | Reduce -2.7% |
| XLP SS Consumer Staples Sel Sect | 0.36% | 71,023 | $5.4M | Add +41.6% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.35% | 75,328 | $5.2M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.33% | 24,694 | $4.9M | Reduce -11.5% |
| OEF iShares S&P 100 ETF | 0.33% | 19,739 | $4.9M | Reduce -8.7% |
| ESGU iShares ESG Aware MSCI USA | 0.32% | 42,223 | $4.9M | Reduce -2.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 82,416 | $4.8M | Reduce -4.1% |
| LLY Eli Lilly & Co. | 0.32% | 6,172 | $4.8M | Reduce -18.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 10,112 | $4.5M | Reduce -1.3% |
| IWD iShares Russell 1000 Value E | 0.29% | 24,395 | $4.4M | Reduce -1.5% |
| XCEM Columbia Em Core Ex-China | 0.29% | 139,237 | $4.3M | Add +1.2% |
| IWP iShares Russell Mid-Cap Grow | 0.29% | 37,390 | $4.3M | Reduce -3.3% |
| USHY iShares Broad Usd High Yield | 0.27% | 112,126 | $4.1M | Reduce -2.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 66,881 | $3.9M | Add +7.8% |
| ABBV Abbvie Inc. | 0.25% | 20,900 | $3.8M | Add +1.8% |
| JPMB JPMorgan Usd Emerging Market | 0.24% | 92,655 | $3.6M | Add +6.7% |
| CAT Caterpillar Inc. | 0.23% | 9,441 | $3.5M | Reduce -1.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.23% | 33,477 | $3.4M | Reduce -4.0% |
| MCD McDonald's Corp. | 0.23% | 12,004 | $3.4M | Reduce -0.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 17,449 | $3.3M | Reduce -6.1% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 20,225 | $3.3M | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 5,687 | $3.3M | Reduce -61.8% |
| LOW Lowe's Cos Inc. | 0.22% | 12,873 | $3.3M | Add +0.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.22% | 12,395 | $3.2M | Reduce -1.6% |
| CVX Chevron Corp. | 0.21% | 20,284 | $3.2M | Reduce -0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 5 | $3.2M | No change |
| SPEM State Street SP PTF Em ETF | 0.21% | 86,952 | $3.1M | Reduce -3.2% |
| ESGD iShares Trust iShares ESG Aw | 0.21% | 39,168 | $3.1M | Reduce -3.6% |
| JNJ Johnson & Johnson | 0.20% | 19,180 | $3.0M | Add +3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 13,243 | $3.0M | Reduce -15.1% |
| TSCO Tractor Supply Company | 0.20% | 11,477 | $3.0M | Reduce -63.1% |
| LMT Lockheed Martin Corp. | 0.20% | 6,427 | $2.9M | Add +3.0% |
| MRK Merck & Co. Inc. | 0.19% | 21,442 | $2.8M | Add +3.0% |
| ADP Automatic Data Processing | 0.19% | 11,195 | $2.8M | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.19% | 5,733 | $2.8M | Add +5.2% |
| FNOV FT Vest US Equity Buffer ETF | 0.18% | 60,465 | $2.7M | No change |
| ITW Illinois Tool Works | 0.17% | 9,559 | $2.6M | Add +0.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 71,506 | $2.6M | Reduce -2.5% |
Options reported separately and not counted above: AAPL puts ($480K).
Portfolio Sells Q4 2023 → Q1 2024
| MBB iShares MBS ETF | Reduce -39.8% | 0.49% | −0.42 |
| TMO Thermo Fisher Scientific Inc. | Reduce -61.8% | 0.22% | −0.36 |
| TSCO Tractor Supply Company | Reduce -63.1% | 0.20% | −0.29 |
| USIG iShares Broad Usd Investment | Reduce -24.3% | 0.61% | −0.28 |
| BND Vanguard Total Bond Market | Reduce -7.1% | 0.82% | −0.16 |
| XLK SS Technology Select Sector | Reduce -5.4% | 1.50% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.2% | 1.01% | −0.07 |
| PROSHARES SHORT QQQ | Sold out | 0.00% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -15.1% | 0.20% | −0.04 |
| UBSI United Bankshares Inc. | Reduce -32.4% | 0.06% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -2.7% | 0.49% | −0.04 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.23% | −0.04 |
| TSLA Tesla Inc. | Reduce -12.3% | 0.05% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -4.0% | 0.23% | −0.03 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.03 |
| USHY iShares Broad Usd High Yield | Reduce -2.3% | 0.27% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.1% | 0.32% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -4.2% | 0.37% | −0.03 |
| OEF iShares S&P 100 ETF | Reduce -8.7% | 0.33% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.7% | 0.14% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -0.6% | 0.58% | −0.02 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -29.6% | 0.04% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -3.2% | 0.21% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.1% | 0.22% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -5.0% | 0.43% | −0.02 |
| ROBO Robo Global Robotics and Aut | Sold out | 0.00% | −0.02 |
| FVD First Trust Value Line DVD | Reduce -8.2% | 0.13% | −0.02 |
| SECT Main Sector Rotation ETF | Sold out | 0.00% | −0.02 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.02 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -11.5% | 0.33% | −0.02 |
| DFEB FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.02 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.02 |
| BA The Boeing Co. | Sold out | 0.00% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.02 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.02 |
| ESGD iShares Trust iShares ESG Aw | Reduce -3.6% | 0.21% | −0.02 |
| IDV iShares International Select | Sold out | 0.00% | −0.02 |
| ES Eversource Energy | Sold out | 0.00% | −0.01 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -2.6% | 0.11% | −0.01 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -29.0% | 0.03% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -6.3% | 0.11% | −0.01 |
| FBT First Trust Nyse Arca Biotec | Reduce -1.2% | 0.09% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -14.3% | 0.05% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.5% | 0.17% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.2% | 0.12% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -15.8% | 0.04% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -6.0% | 0.08% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -3.3% | 0.29% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.68% | +0.68 |
| AMZN Amazon.com Inc. | Add +442.5% | 0.50% | +0.41 |
| HUBB Hubbell Inc. | New | 0.41% | +0.41 |
| IVV iShares Core S&P 500 ETF | Add +3.9% | 6.11% | +0.26 |
| IWL iShares Russell Top 200 ETF | Add +5.9% | 3.27% | +0.21 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +9.9% | 3.53% | +0.14 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.14% | +0.14 |
| XLP SS Consumer Staples Sel Sect | Add +41.6% | 0.36% | +0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +21.6% | 1.06% | +0.10 |
| GWW WW Grainger Inc. | Add +1.9% | 0.70% | +0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +3.5% | 0.54% | +0.08 |
| XLV SS Health Care Select Sector | Add +8.7% | 1.13% | +0.08 |
| CHCO City Holding Co. | Add +215.1% | 0.11% | +0.07 |
| WM Waste Management Inc. | Add +3.8% | 0.62% | +0.07 |
| V Visa Inc. Class A | Add +75.8% | 0.17% | +0.07 |
| IWB iShares Russell 1000 ETF | Add +1.3% | 4.31% | +0.07 |
| FISV Fiserv Inc. | Add +1.5% | 0.64% | +0.07 |
| ORLY O'reilly Automotive Inc. | Add +2.3% | 0.66% | +0.07 |
| MCK McKesson Corp. | Add +10.0% | 0.44% | +0.06 |
| J Jacobs Solutions Inc. | Add +3.8% | 0.54% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +5.7% | 1.04% | +0.06 |
| MSFT Microsoft Corp. | Add +2.3% | 1.25% | +0.05 |
| CACI Caci International Inc. Class A | Add +3.7% | 0.55% | +0.05 |
| XLF SS Financial Select Sector | Add +2.5% | 1.13% | +0.05 |
| NVDA Nvidia Corp. | Add +11.2% | 0.10% | +0.05 |
| META Meta Platforms Inc. Class A | Add +5.2% | 0.19% | +0.04 |
| VDE Vanguard Energy ETF | Add +9.2% | 0.40% | +0.04 |
| LIN Linde PLC | Add +4.8% | 0.53% | +0.04 |
| TFC Truist Financial Corp. | Add +187.8% | 0.06% | +0.04 |
| EFG iShares MSCI Eafe Growth ETF | Add +3.9% | 1.90% | +0.03 |
| AJG Arthur J Gallagher & Co. | Add +5.2% | 0.51% | +0.03 |
| MA Mastercard Inc. Class A | Add +1.7% | 0.65% | +0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Add +7.8% | 0.26% | +0.02 |
| XOM Exxon Mobil Corp. | Add +16.4% | 0.12% | +0.02 |
| MRK Merck & Co. Inc. | Add +3.0% | 0.19% | +0.02 |
| HD Home Depot Inc. | Add +2.0% | 0.73% | +0.02 |
| ABBV Abbvie Inc. | Add +1.8% | 0.25% | +0.02 |
| MNST Monster Beverage Corp. | Add +12.7% | 0.38% | +0.02 |
| CSX CSX Corp. | Add +53.3% | 0.06% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.90% | +0.02 |
| MUB iShares National Muni Bond E | Add +12.6% | 0.87% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 0.80% | +0.02 |
| GPC Genuine Parts Co. | Add +18.5% | 0.09% | +0.02 |
| ISCF iShares International Small | Add +8.8% | 0.80% | +0.02 |
| DMAR FT Vest US Equity Deep Buffe | Add +62.9% | 0.04% | +0.02 |
| SMCI Super Micro Computer Inc. | New | 0.02% | +0.02 |
| STXG Strive 1000 Growth ETF | New | 0.01% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.2% | 4.01% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.9% | 0.09% | +0.01 |
| SHYM iShares Short Duration High | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 317 | $1.9B | DFAI, IVV, FBND, IWB, DFAE |
| Q1 2026 | 300 | $1.7B | DFAI, IVV, FBND, IWB, DFAE |
| Q4 2025 | 319 | $1.8B | VXUS, IVV, FBND, IWB, AGG |
| Q3 2025 | 313 | $1.9B | VXUS, IVV, IWB, FBND, IEFA |
| Q2 2025 | 302 | $1.8B | VXUS, IVV, IWB, FBND, IEFA |
| Q1 2025 | 297 | $1.6B | VXUS, IVV, IWB, FBND, IEFA |
| Q4 2024 | 290 | $1.6B | IVV, IWB, VEA, FBND, IEFA |
| Q3 2024 | 302 | $1.7B | IVV, IWB, VEA, IEFA, AGG |
| Q2 2024 | 297 | $1.6B | IVV, IWB, AGG, VEA, IEFA |
| Q1 2024 | 298 | $1.5B | IVV, IVE, AGG, VEA, IWB |