McKinley Carter Wealth Services, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), McKinley Carter Wealth Services, Inc. reported 290 stock positions worth $1.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.6% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 6.1%) and Vanguard Ftse Developed ETF (VEA, 5.6%). Compared with Q3 2024, it opened 4 new positions, sold out of 16, added to 100 and reduced 143. The biggest buy was Fidelity Total Bond ETF (FBND, shares +14%) and the biggest sale an exit from Monster Beverage (MNST).
- Most Recent 13F
- Q2 2026
- Location
- WHEELING, WV
- CIK
- 0001484265
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0001085146-25-000416 ↗ filed Jan 23, 2025
Holdings Value
Holdings 290 stocks · $1.6B
| IVV iShares Core S&P 500 ETF | 6.60% | 183,144 | $107.8M | Add +1.9% |
| IWB iShares Russell 1000 ETF | 6.12% | 310,196 | $99.9M | Reduce -3.1% |
| VEA Vanguard Ftse Developed ETF | 5.62% | 1,921,183 | $91.9M | Add +3.0% |
| FBND Fidelity Total Bond ETF | 4.26% | 1,550,144 | $69.6M | Add +14.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.85% | 894,189 | $62.8M | Add +6.4% |
| AGG iShares Core U.S. Aggregate | 3.75% | 631,509 | $61.2M | Reduce -1.4% |
| IWL iShares Russell Top 200 ETF | 3.24% | 365,416 | $52.9M | Reduce -3.1% |
| IVE iShares S&P 500 Value ETF | 3.19% | 273,206 | $52.1M | Reduce -4.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.99% | 882,140 | $48.9M | Add +1.8% |
| AAPL Apple Inc. | 2.18% | 142,281 | $35.6M | Reduce -2.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.94% | 956,262 | $31.8M | Add +3.6% |
| EFG iShares MSCI Eafe Growth ETF | 1.90% | 320,129 | $31.0M | Add +1.5% |
| GOVT iShares US Treasury Bond ETF | 1.84% | 1,305,646 | $30.0M | Add +5.7% |
| XLF SS Financial Select Sector | 1.43% | 483,943 | $23.4M | Add +17.6% |
| AVGO Broadcom Inc. | 1.38% | 97,260 | $22.5M | Reduce -3.7% |
| IWF iShares Russell 1000 Growth | 1.33% | 53,926 | $21.7M | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 1.27% | 398,473 | $20.8M | Add +4.6% |
| XLK SS Technology Select Sector | 1.22% | 86,029 | $20.0M | Reduce -15.4% |
| MSFT Microsoft Corp. | 1.14% | 44,280 | $18.7M | Add +0.3% |
| MUB iShares National Muni Bond E | 1.14% | 174,379 | $18.6M | Add +20.8% |
| IJR iShares Core S&P Small-Cap E | 1.12% | 159,344 | $18.4M | Add +4.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.12% | 364,675 | $18.3M | Reduce -5.9% |
| IJH iShares Core S&P Midcap ETF | 1.06% | 277,387 | $17.3M | Add +3.8% |
| XLV SS Health Care Select Sector | 1.04% | 123,711 | $17.0M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 0.98% | 17,463 | $16.0M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 0.91% | 78,843 | $14.9M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 0.87% | 198,644 | $14.3M | Add +30.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.78% | 244,280 | $12.7M | Add +9.4% |
| FISV Fiserv Inc. | 0.72% | 57,505 | $11.8M | Reduce -4.7% |
| INTU Intuit Inc. | 0.70% | 18,107 | $11.4M | Reduce -0.4% |
| HD Home Depot Inc. | 0.69% | 28,895 | $11.2M | Reduce -0.4% |
| MUNI PIMCO Intermediate Municipal | 0.67% | 210,831 | $10.9M | Reduce -17.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.67% | 10,314 | $10.9M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.66% | 20,386 | $10.7M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 0.65% | 8,899 | $10.6M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.64% | 47,931 | $10.5M | Reduce -0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 84,683 | $10.2M | Reduce -0.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.62% | 212,797 | $10.2M | Add +6.4% |
| USIG iShares Broad Usd Investment | 0.61% | 197,426 | $9.9M | Add +5.9% |
| NVDA Nvidia Corp. | 0.59% | 72,065 | $9.7M | Add +147.2% |
| UNH Unitedhealth Group Inc. | 0.59% | 19,081 | $9.7M | Reduce -1.1% |
| DFAT Dimensional US Target Value | 0.54% | 159,827 | $8.9M | Add +5.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.54% | 31,241 | $8.9M | Add +1.5% |
| WM Waste Management Inc. | 0.54% | 43,746 | $8.8M | Add +0.1% |
| CACI Caci International Inc. Class A | 0.51% | 20,755 | $8.4M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 0.49% | 13,787 | $8.1M | Add +135.3% |
| MBB iShares MBS ETF | 0.49% | 87,702 | $8.0M | Add +6.1% |
| NFLX Netflix Inc. | 0.49% | 8,908 | $7.9M | Add +2.0% |
| MCK McKesson Corp. | 0.48% | 13,748 | $7.8M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 18,844 | $7.7M | Reduce -2.8% |
| SCHF Schwab Intl Equity ETF | 0.47% | 414,282 | $7.7M | Reduce -3.7% |
| J Jacobs Solutions Inc. | 0.47% | 57,088 | $7.6M | Add +4.4% |
| HUBB Hubbell Inc. | 0.46% | 18,044 | $7.6M | Add +3.3% |
| LIN Linde PLC | 0.46% | 17,759 | $7.4M | Add +1.0% |
| IWM iShares Russell 2000 ETF | 0.44% | 32,247 | $7.1M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 0.41% | 88,788 | $6.7M | Add +28.6% |
| XLE SS Energy Select Sector | 0.41% | 78,095 | $6.7M | Add +13.8% |
| AYI Acuity Inc. | 0.40% | 22,620 | $6.6M | Add +6.3% |
| JPM JPMorgan Chase & Co. | 0.38% | 26,037 | $6.2M | Reduce -1.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 89,554 | $6.2M | Reduce -8.9% |
| PEP Pepsico Inc. | 0.38% | 40,462 | $6.2M | Reduce -1.1% |
| VDE Vanguard Energy ETF | 0.37% | 50,338 | $6.1M | Add +2.7% |
| ADBE Adobe Inc. | 0.35% | 12,693 | $5.6M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.34% | 33,286 | $5.6M | Reduce -2.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.34% | 64,424 | $5.5M | Add +2.9% |
| OEF iShares S&P 100 ETF | 0.33% | 18,407 | $5.3M | Reduce -0.2% |
| ESGU iShares ESG Aware MSCI USA | 0.32% | 41,146 | $5.3M | Reduce -1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 92,156 | $5.3M | Add +13.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.32% | 77,438 | $5.3M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 9,603 | $4.9M | Reduce -1.2% |
| ACN Accenture PLC Class A | 0.30% | 13,815 | $4.9M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.30% | 6,259 | $4.8M | Add +1.4% |
| USHY iShares Broad Usd High Yield | 0.27% | 121,935 | $4.5M | Add +4.2% |
| XCEM Columbia Em Core Ex-China | 0.27% | 151,197 | $4.5M | Add +13.8% |
| IWP iShares Russell Mid-Cap Grow | 0.27% | 35,264 | $4.5M | Reduce -1.4% |
| IWD iShares Russell 1000 Value E | 0.24% | 21,411 | $4.0M | Reduce -5.2% |
| ABBV Abbvie Inc. | 0.23% | 21,250 | $3.8M | Add +0.1% |
| MCD McDonald's Corp. | 0.22% | 12,440 | $3.6M | Reduce -0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 5 | $3.4M | No change |
| ADP Automatic Data Processing | 0.20% | 11,380 | $3.3M | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.20% | 9,154 | $3.3M | Reduce -1.9% |
| LMT Lockheed Martin Corp. | 0.20% | 6,652 | $3.2M | Add +0.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.20% | 11,434 | $3.2M | Reduce -1.1% |
| ESGD iShares Trust iShares ESG Aw | 0.20% | 41,952 | $3.2M | Add +7.9% |
| LOW Lowe's Cos Inc. | 0.19% | 12,777 | $3.2M | Reduce -0.5% |
| SPEM State Street SP PTF Em ETF | 0.19% | 81,367 | $3.1M | Reduce -0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 15,725 | $3.1M | Reduce -1.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.19% | 55,089 | $3.1M | Reduce -12.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.19% | 27,847 | $3.0M | Reduce -7.4% |
| CVX Chevron Corp. | 0.18% | 20,345 | $2.9M | Reduce -3.7% |
| FNOV FT Vest US Equity Buffer ETF | 0.18% | 61,386 | $2.9M | Add +1.5% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 16,306 | $2.9M | Reduce -10.7% |
| VOO Vanguard S&P 500 ETF | 0.17% | 5,303 | $2.9M | Add +17.8% |
| JNJ Johnson & Johnson | 0.17% | 19,592 | $2.8M | Add +2.2% |
| V Visa Inc. Class A | 0.16% | 8,337 | $2.6M | Reduce -2.5% |
| SBUX Starbucks Corp. | 0.15% | 27,382 | $2.5M | Reduce -7.0% |
| GBTC Grayscale Bitcoin Trust ETF | 0.15% | 33,455 | $2.5M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 10,106 | $2.4M | Reduce -5.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.14% | 30,765 | $2.4M | Add +1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.14% | 26,726 | $2.4M | Reduce -0.2% |
Options reported separately and not counted above: AAPL puts ($601K).
Portfolio Sells Q3 2024 → Q4 2024
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.31 |
| GPN Global Payments Inc. | Reduce -92.4% | 0.03% | −0.29 |
| IVE iShares S&P 500 Value ETF | Reduce -4.0% | 3.19% | −0.20 |
| AGG iShares Core U.S. Aggregate | Reduce -1.4% | 3.75% | −0.17 |
| XLK SS Technology Select Sector | Reduce -15.4% | 1.22% | −0.16 |
| MUNI PIMCO Intermediate Municipal | Reduce -17.4% | 0.67% | −0.15 |
| CACI Caci International Inc. Class A | Reduce -2.4% | 0.51% | −0.13 |
| XLV SS Health Care Select Sector | Reduce -1.9% | 1.04% | −0.13 |
| AMTM Amentum Holdings Inc. | Sold out | 0.00% | −0.11 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -44.4% | 0.12% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.59% | −0.09 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.9% | 1.12% | −0.08 |
| SCHF Schwab Intl Equity ETF | Reduce -3.7% | 0.47% | −0.07 |
| ADBE Adobe Inc. | Reduce -0.3% | 0.35% | −0.05 |
| AOA iShares Core 80/20 Aggressiv | Sold out | 0.00% | −0.05 |
| TSCO Tractor Supply Company | Reduce -24.4% | 0.10% | −0.04 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.38% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -13.5% | 0.11% | −0.04 |
| AOR iShares Core 60/40 Balanced | Reduce -74.5% | 0.01% | −0.04 |
| ISCF iShares International Small | Reduce -58.2% | 0.02% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -12.9% | 0.19% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -8.9% | 0.09% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -5.9% | 0.12% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.9% | 0.38% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -0.4% | 0.69% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -12.6% | 0.11% | −0.02 |
| SBUX Starbucks Corp. | Reduce -7.0% | 0.15% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -6.0% | 0.13% | −0.02 |
| GPC Genuine Parts Co. | Reduce -10.9% | 0.06% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -10.7% | 0.18% | −0.02 |
| CAT Caterpillar Inc. | Reduce -1.9% | 0.20% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.19% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -5.2% | 0.24% | −0.02 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Reduce -1.9% | 0.14% | −0.02 |
| GD General Dynamics Corp. | Reduce -0.0% | 0.12% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.34% | −0.01 |
| CTAS Cintas Corp. | Reduce -16.9% | 0.04% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.01 |
| INTC Intel Corp. | Sold out | 0.00% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -31.5% | 0.03% | −0.01 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -0.9% | 0.19% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.01 |
| ES Eversource Energy | Sold out | 0.00% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.01 |
| IMCG iShares Morningstar Mid-Cap | Reduce -43.4% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| FBND Fidelity Total Bond ETF | Add +14.4% | 4.26% | +0.43 |
| NVDA Nvidia Corp. | Add +147.2% | 0.59% | +0.38 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 6.60% | +0.33 |
| XLF SS Financial Select Sector | Add +17.6% | 1.43% | +0.30 |
| META Meta Platforms Inc. Class A | Add +135.3% | 0.49% | +0.29 |
| MUB iShares National Muni Bond E | Add +20.8% | 1.14% | +0.19 |
| BND Vanguard Total Bond Market | Add +30.0% | 0.87% | +0.18 |
| NFLX Netflix Inc. | Add +2.0% | 0.49% | +0.11 |
| GOVT iShares US Treasury Bond ETF | Add +5.7% | 1.84% | +0.09 |
| MCK McKesson Corp. | Add +0.5% | 0.48% | +0.07 |
| DFIV Dimensional International Va | New | 0.06% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +28.6% | 0.41% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +9.4% | 0.78% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +3.8% | 1.06% | +0.05 |
| AYI Acuity Inc. | Add +6.3% | 0.40% | +0.05 |
| XLE SS Energy Select Sector | Add +13.8% | 0.41% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +4.0% | 1.12% | +0.04 |
| BRTR iShares Total Return Act ETF | New | 0.03% | +0.03 |
| J Jacobs Solutions Inc. | Add +4.4% | 0.47% | +0.03 |
| DFAT Dimensional US Target Value | Add +5.3% | 0.54% | +0.03 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +6.4% | 0.62% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +17.8% | 0.17% | +0.03 |
| VT Vanguard Tot World STK ETF | Add +23.5% | 0.12% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +1.5% | 0.54% | +0.02 |
| WFC Wells Fargo & Co. | New | 0.02% | +0.02 |
| USIG iShares Broad Usd Investment | Add +5.9% | 0.61% | +0.02 |
| FDEC FT Vest U.S. Equity Buffer E | Add +13.7% | 0.10% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +13.3% | 0.32% | +0.01 |
| MBB iShares MBS ETF | Add +6.1% | 0.49% | +0.01 |
| IBM Intl Business Machines Corp. | New | 0.01% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +1.2% | 0.14% | +0.01 |
| XCEM Columbia Em Core Ex-China | Add +13.8% | 0.27% | +0.01 |
| VDE Vanguard Energy ETF | Add +2.7% | 0.37% | +0.01 |
| HUBB Hubbell Inc. | Add +3.3% | 0.46% | +0.01 |
| GLD SPDR Gold Shares | Add +48.9% | 0.03% | +0.01 |
| SHYM iShares Short Duration High | Add +70.1% | 0.03% | +0.01 |
| SUB iShares Short-Term National | Add +10.2% | 0.10% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 0.07% | +0.01 |
| USHY iShares Broad Usd High Yield | Add +4.2% | 0.27% | +0.01 |
| BX Blackstone Inc. | Add +1.8% | 0.05% | +0.01 |
| FNOV FT Vest US Equity Buffer ETF | Add +1.5% | 0.18% | +0.01 |
| PPA Invesco Aerospace & Defense | Add +34.8% | 0.03% | +0.01 |
| ORCL Oracle Corp. | Add +12.3% | 0.07% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +1.1% | 0.10% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.13% | +0.00 |
| SUSB iShares ESG Aware 1-5 Year U | Add +9.3% | 0.04% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.9% | 0.02% | +0.00 |
| BLK BlackRock Inc. | Add +2.3% | 0.03% | +0.00 |
| CHCO City Holding Co. | Add +0.1% | 0.12% | +0.00 |
| DOCT FT Vest U.S. Equity Deep Buf | Add +2.3% | 0.06% | +0.00 |
Options Activity Q3 2024 → Q4 2024
| AAPL Apple Inc. | put | Reduce -11.1% | 2,400 | $601K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |