McKinley Carter Wealth Services, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), McKinley Carter Wealth Services, Inc. reported 297 stock positions worth $1.6 billion. Its top holding was Vanguard Total Intl Stock (VXUS) at 6.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.8%) and iShares Russell 1000 ETF (IWB, 5.7%). Compared with Q4 2024, it opened 16 new positions, sold out of 9, added to 96 and reduced 135. The biggest buy was a new position in Vanguard Total Intl Stock (VXUS) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- WHEELING, WV
- CIK
- 0001484265
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0001085146-25-002110 ↗ filed Apr 15, 2025
Holdings Value
Holdings 297 stocks · $1.6B
| VXUS Vanguard Total Intl Stock | 6.87% | 1,797,532 | $111.6M | New |
| IVV iShares Core S&P 500 ETF | 5.80% | 167,606 | $94.2M | Reduce -8.5% |
| IWB iShares Russell 1000 ETF | 5.73% | 303,752 | $93.2M | Reduce -2.1% |
| FBND Fidelity Total Bond ETF | 5.35% | 1,905,268 | $87.0M | Add +22.9% |
| IEFA iShares Core MSCI Eafe ETF | 3.99% | 857,122 | $64.8M | Reduce -4.2% |
| AGG iShares Core U.S. Aggregate | 3.82% | 627,658 | $62.1M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 3.18% | 1,015,961 | $51.6M | Reduce -47.1% |
| GOVT iShares US Treasury Bond ETF | 2.69% | 1,898,824 | $43.6M | Add +45.4% |
| ILCG iShares Morningstar Growth E | 2.29% | 459,243 | $37.2M | New |
| VT Vanguard Tot World STK ETF | 2.04% | 286,010 | $33.2M | Add +1652.8% |
| AAPL Apple Inc. | 1.91% | 139,860 | $31.1M | Reduce -1.7% |
| IWL iShares Russell Top 200 ETF | 1.82% | 215,150 | $29.6M | Reduce -41.1% |
| IVE iShares S&P 500 Value ETF | 1.80% | 153,831 | $29.3M | Reduce -43.7% |
| XLF SS Financial Select Sector | 1.59% | 517,950 | $25.8M | Add +7.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.51% | 446,423 | $24.6M | Reduce -49.4% |
| IEMG iShares Core MSCI Emerging | 1.43% | 431,773 | $23.3M | Add +8.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.36% | 611,538 | $22.1M | Reduce -36.0% |
| IAGG iShares Intl Aggregate Bond | 1.33% | 431,744 | $21.6M | New |
| IJH iShares Core S&P Midcap ETF | 1.30% | 361,468 | $21.1M | Add +30.3% |
| IWF iShares Russell 1000 Growth | 1.19% | 53,464 | $19.3M | Reduce -0.9% |
| XLV SS Health Care Select Sector | 1.12% | 124,836 | $18.2M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 1.03% | 160,411 | $16.8M | Add +0.7% |
| MSFT Microsoft Corp. | 1.02% | 44,070 | $16.5M | Reduce -0.5% |
| XLK SS Technology Select Sector | 1.00% | 78,852 | $16.3M | Reduce -8.3% |
| COST Costco Wholesale Corp. | 0.98% | 16,810 | $15.9M | Reduce -3.7% |
| USIG iShares Broad Usd Investment | 0.97% | 309,117 | $15.8M | Add +56.6% |
| AVGO Broadcom Inc. | 0.93% | 90,323 | $15.1M | Reduce -7.1% |
| BND Vanguard Total Bond Market | 0.80% | 178,042 | $13.1M | Reduce -10.4% |
| ORLY O'reilly Automotive Inc. | 0.77% | 8,713 | $12.5M | Reduce -2.1% |
| FISV Fiserv Inc. | 0.74% | 54,567 | $12.1M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 0.74% | 77,818 | $12.0M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 0.69% | 20,385 | $11.2M | Reduce 0.0% |
| INTU Intuit Inc. | 0.68% | 18,108 | $11.1M | Add +0.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.66% | 30,964 | $10.7M | Reduce -0.9% |
| HD Home Depot Inc. | 0.64% | 28,572 | $10.5M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 0.63% | 19,576 | $10.3M | Add +2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 83,858 | $10.2M | Reduce -1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.62% | 10,255 | $10.1M | Reduce -0.6% |
| WM Waste Management Inc. | 0.62% | 43,580 | $10.1M | Reduce -0.4% |
| MCK McKesson Corp. | 0.58% | 13,949 | $9.4M | Add +1.5% |
| AMZN Amazon.com Inc. | 0.57% | 48,896 | $9.3M | Add +2.0% |
| NFLX Netflix Inc. | 0.55% | 9,607 | $9.0M | Add +7.8% |
| META Meta Platforms Inc. Class A | 0.53% | 15,013 | $8.7M | Add +8.9% |
| DFAT Dimensional US Target Value | 0.53% | 166,778 | $8.6M | Add +4.3% |
| LIN Linde PLC | 0.53% | 18,412 | $8.6M | Add +3.7% |
| NVDA Nvidia Corp. | 0.49% | 74,217 | $8.0M | Add +3.0% |
| XLE SS Energy Select Sector | 0.47% | 82,350 | $7.7M | Add +5.5% |
| CACI Caci International Inc. Class A | 0.46% | 20,526 | $7.5M | Reduce -1.1% |
| J Jacobs Solutions Inc. | 0.44% | 58,559 | $7.1M | Add +2.6% |
| SCHF Schwab Intl Equity ETF | 0.44% | 357,843 | $7.1M | Reduce -13.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 18,567 | $6.9M | Reduce -1.5% |
| VDE Vanguard Energy ETF | 0.41% | 51,073 | $6.6M | Add +1.5% |
| AYI Acuity Inc. | 0.39% | 24,243 | $6.4M | Add +7.2% |
| JPM JPMorgan Chase & Co. | 0.39% | 25,933 | $6.4M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.37% | 40,444 | $6.1M | Reduce -0.0% |
| IWM iShares Russell 2000 ETF | 0.36% | 29,360 | $5.9M | Reduce -8.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.36% | 78,594 | $5.8M | Add +1.5% |
| PG The Procter & Gamble Co. | 0.35% | 33,300 | $5.7M | Add +0.0% |
| HUBB Hubbell Inc. | 0.35% | 16,986 | $5.6M | Reduce -5.9% |
| EFA iShares MSCI Eafe ETF | 0.33% | 66,453 | $5.4M | Reduce -25.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.32% | 79,627 | $5.2M | Reduce -11.1% |
| LLY Eli Lilly & Co. | 0.32% | 6,216 | $5.1M | Reduce -0.7% |
| OEF iShares S&P 100 ETF | 0.31% | 18,658 | $5.1M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.31% | 82,091 | $5.0M | Reduce -10.9% |
| ADBE Adobe Inc. | 0.30% | 12,684 | $4.9M | Reduce -0.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.30% | 48,140 | $4.8M | Reduce -85.0% |
| MBB iShares MBS ETF | 0.30% | 51,277 | $4.8M | Reduce -41.5% |
| ABBV Abbvie Inc. | 0.28% | 22,026 | $4.6M | Add +3.6% |
| ESGU iShares ESG Aware MSCI USA | 0.28% | 37,372 | $4.6M | Reduce -9.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.28% | 64,658 | $4.5M | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 9,500 | $4.5M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.27% | 8,501 | $4.4M | Add +60.3% |
| MCD McDonald's Corp. | 0.25% | 12,898 | $4.0M | Add +3.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 5 | $4.0M | No change |
| IWP iShares Russell Mid-Cap Grow | 0.24% | 33,098 | $3.9M | Reduce -6.1% |
| IWD iShares Russell 1000 Value E | 0.24% | 20,558 | $3.9M | Reduce -4.0% |
| ACN Accenture PLC Class A | 0.24% | 12,302 | $3.8M | Reduce -10.9% |
| MUNI PIMCO Intermediate Municipal | 0.23% | 72,581 | $3.7M | Reduce -65.6% |
| ADP Automatic Data Processing | 0.22% | 11,713 | $3.6M | Add +2.9% |
| CVX Chevron Corp. | 0.22% | 21,012 | $3.5M | Add +3.3% |
| JNJ Johnson & Johnson | 0.21% | 20,136 | $3.3M | Add +2.8% |
| XCEM Columbia Em Core Ex-China | 0.20% | 109,784 | $3.2M | Reduce -27.4% |
| LOW Lowe's Cos Inc. | 0.19% | 13,454 | $3.1M | Add +5.3% |
| ESGD iShares Trust iShares ESG Aw | 0.19% | 37,479 | $3.1M | Reduce -10.7% |
| CAT Caterpillar Inc. | 0.18% | 9,060 | $3.0M | Reduce -1.0% |
| LMT Lockheed Martin Corp. | 0.18% | 6,682 | $3.0M | Add +0.5% |
| FNOV FT Vest US Equity Buffer ETF | 0.18% | 61,386 | $2.9M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 15,250 | $2.8M | Reduce -3.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 11,157 | $2.8M | Reduce -2.4% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.17% | 32,477 | $2.7M | Add +5.6% |
| V Visa Inc. Class A | 0.17% | 7,764 | $2.7M | Reduce -6.9% |
| SPEM State Street SP PTF Em ETF | 0.16% | 67,970 | $2.7M | Reduce -16.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.16% | 47,818 | $2.6M | Reduce -13.2% |
| EAGG iShares ESG Aware US Aggrega | 0.16% | 54,884 | $2.6M | New |
| MUB iShares National Muni Bond E | 0.16% | 24,491 | $2.6M | Reduce -86.0% |
| QUAL iShares MSCI USA Quality Fac | 0.16% | 14,979 | $2.6M | Reduce -8.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.16% | 26,176 | $2.6M | Reduce -6.0% |
| IGRO iShares Intl Div Growth ETF | 0.16% | 35,018 | $2.5M | New |
| NEE Nextera Energy Inc. | 0.15% | 33,783 | $2.4M | Add +8.3% |
| SBUX Starbucks Corp. | 0.15% | 24,055 | $2.4M | Reduce -12.2% |
Options reported separately and not counted above: AAPL puts ($1.6M), GPN puts ($333K), COST puts ($284K), VO puts ($233K), NVDA puts ($206K).
Portfolio Sells Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Reduce -47.1% | 3.18% | −2.45 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -85.0% | 0.30% | −1.60 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -49.4% | 1.51% | −1.48 |
| IWL iShares Russell Top 200 ETF | Reduce -41.1% | 1.82% | −1.42 |
| IVE iShares S&P 500 Value ETF | Reduce -43.7% | 1.80% | −1.39 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -90.1% | 0.11% | −1.01 |
| MUB iShares National Muni Bond E | Reduce -86.0% | 0.16% | −0.98 |
| IVV iShares Core S&P 500 ETF | Reduce -8.5% | 5.80% | −0.80 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -87.2% | 0.10% | −0.68 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -36.0% | 1.36% | −0.58 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -77.8% | 0.14% | −0.48 |
| AVGO Broadcom Inc. | Reduce -7.1% | 0.93% | −0.45 |
| MUNI PIMCO Intermediate Municipal | Reduce -65.6% | 0.23% | −0.44 |
| IWB iShares Russell 1000 ETF | Reduce -2.1% | 5.73% | −0.38 |
| AAPL Apple Inc. | Reduce -1.7% | 1.91% | −0.27 |
| XLK SS Technology Select Sector | Reduce -8.3% | 1.00% | −0.22 |
| USHY iShares Broad Usd High Yield | Reduce -76.0% | 0.07% | −0.21 |
| MBB iShares MBS ETF | Reduce -41.5% | 0.30% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 0.74% | −0.17 |
| IWF iShares Russell 1000 Growth | Reduce -0.9% | 1.19% | −0.14 |
| MSFT Microsoft Corp. | Reduce -0.5% | 1.02% | −0.12 |
| HUBB Hubbell Inc. | Reduce -5.9% | 0.35% | −0.12 |
| EFA iShares MSCI Eafe ETF | Reduce -25.2% | 0.33% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -8.9% | 0.36% | −0.08 |
| XCEM Columbia Em Core Ex-China | Reduce -27.4% | 0.20% | −0.07 |
| BND Vanguard Total Bond Market | Reduce -10.4% | 0.80% | −0.07 |
| VIGI Vanguard Int Div App Indx FD | Reduce -46.9% | 0.08% | −0.06 |
| ACN Accenture PLC Class A | Reduce -10.9% | 0.24% | −0.06 |
| SUB iShares Short-Term National | Reduce -58.0% | 0.04% | −0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -11.1% | 0.32% | −0.06 |
| CACI Caci International Inc. Class A | Reduce -1.1% | 0.46% | −0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.5% | 0.42% | −0.05 |
| ADBE Adobe Inc. | Reduce -0.1% | 0.30% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -9.2% | 0.28% | −0.04 |
| HD Home Depot Inc. | Reduce -1.1% | 0.64% | −0.04 |
| TSLA Tesla Inc. | Reduce -25.4% | 0.04% | −0.04 |
| GWW WW Grainger Inc. | Reduce -0.6% | 0.62% | −0.04 |
| SUSB iShares ESG Aware 1-5 Year U | Sold out | 0.00% | −0.04 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −0.04 |
| IWP iShares Russell Mid-Cap Grow | Reduce -6.1% | 0.24% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -13.6% | 0.44% | −0.03 |
| IDHQ Invesco S&P International DE | Reduce -56.6% | 0.03% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -13.2% | 0.16% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -6.0% | 0.16% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -16.5% | 0.16% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.27% | −0.03 |
| SHYM iShares Short Duration High | Sold out | 0.00% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.4% | 0.17% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.7% | 0.11% | −0.02 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| VXUS Vanguard Total Intl Stock | New | 6.87% | +6.87 |
| ILCG iShares Morningstar Growth E | New | 2.29% | +2.29 |
| VT Vanguard Tot World STK ETF | Add +1652.8% | 2.04% | +1.92 |
| IAGG iShares Intl Aggregate Bond | New | 1.33% | +1.33 |
| FBND Fidelity Total Bond ETF | Add +22.9% | 5.35% | +1.10 |
| GOVT iShares US Treasury Bond ETF | Add +45.4% | 2.69% | +0.85 |
| USIG iShares Broad Usd Investment | Add +56.6% | 0.97% | +0.36 |
| IJH iShares Core S&P Midcap ETF | Add +30.3% | 1.30% | +0.24 |
| IEMG iShares Core MSCI Emerging | Add +8.4% | 1.43% | +0.16 |
| EAGG iShares ESG Aware US Aggrega | New | 0.16% | +0.16 |
| XLF SS Financial Select Sector | Add +7.0% | 1.59% | +0.16 |
| IGRO iShares Intl Div Growth ETF | New | 0.16% | +0.16 |
| INMU iShares Intermediate Muni Inc. | New | 0.12% | +0.12 |
| MCK McKesson Corp. | Add +1.5% | 0.58% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +60.3% | 0.27% | +0.09 |
| XLV SS Health Care Select Sector | Add +0.9% | 1.12% | +0.08 |
| LIN Linde PLC | Add +3.7% | 0.53% | +0.07 |
| NFLX Netflix Inc. | Add +7.8% | 0.55% | +0.07 |
| XLE SS Energy Select Sector | Add +5.5% | 0.47% | +0.06 |
| DEM Wisdomtree Emerging Markets | Add +267.7% | 0.08% | +0.06 |
| ABBV Abbvie Inc. | Add +3.6% | 0.28% | +0.05 |
| MEAR Ishrs Short Mat Muni Act ETF | New | 0.04% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +2.6% | 0.63% | +0.04 |
| META Meta Platforms Inc. Class A | Add +8.9% | 0.53% | +0.04 |
| HIMU iShares High Yild Muni A ETF | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +3.3% | 0.22% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +1.5% | 0.36% | +0.03 |
| SCHG Schwab US Large-Cap Growth | New | 0.03% | +0.03 |
| VDE Vanguard Energy ETF | Add +1.5% | 0.41% | +0.03 |
| JNJ Johnson & Johnson | Add +2.8% | 0.21% | +0.03 |
| VGSH Vanguard Short-Term Treasury | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | Add +3.7% | 0.25% | +0.03 |
| BNY Bank of New York Mellon Corp. | Add +5.6% | 0.17% | +0.02 |
| BRTR iShares Total Return Act ETF | Add +60.3% | 0.06% | +0.02 |
| DFEB FT Vest U.S. Equity Deep Buf | New | 0.02% | +0.02 |
| PGR Progressive Corp. | Add +1.8% | 0.12% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +5.8% | 0.10% | +0.02 |
| MDT Medtronic PLC | Add +4.7% | 0.11% | +0.02 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | Add +2.9% | 0.22% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | New | 0.01% | +0.01 |
| ABT Abbott Laboratories | Add +17.6% | 0.05% | +0.01 |
| ED Consolidated Edison Inc. | New | 0.01% | +0.01 |
| KLAC KLA Corp. | New | 0.01% | +0.01 |
| ES Eversource Energy | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +87.3% | 0.03% | +0.01 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +35.3% | 0.06% | +0.01 |
| GPC Genuine Parts Co. | Add +16.0% | 0.07% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +15.6% | 0.07% | +0.01 |
| UBSI United Bankshares Inc. | Add +30.5% | 0.07% | +0.01 |
Options Activity Q4 2024 → Q1 2025
| AAPL Apple Inc. | put | Add +204.2% | 7,300 | $1.6M |
| GPN Global Payments Inc. | put | New | 3,400 | $333K |
| COST Costco Wholesale Corp. | put | New | 300 | $284K |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | put | New | 900 | $233K |
| NVDA Nvidia Corp. | put | New | 1,900 | $206K |
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 |