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CIK: 0001484265
Total reported value
$1.9B
$1.9B
302 檔
25.1%
During the Q2 2025 filing period, McKinley Carter Wealth Services, Inc. (CIK: 0001484265) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 302 reported positions.
In Q2 2025, McKinley Carter Wealth Services, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.56% | -0.06% | -4.82% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | +0.32% | -0.76% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 5.73% | +0.18% | +0.02% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.07% | -0.23% | +4.89% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.96% | -0.14% | -0.39% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.54% | -0.22% | +2.53% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.16% | +0.01% | -1.65% | |
| 8 | ILCG | Ishares Morningstar Growth E | ETF-Other | 2.48% | +0.19% | +0.40% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.46% | -0.55% | +1.55% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.26% | +0.09% | +10.84% | |
| 11 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.76% | -0.02% | -3.62% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.03% | +0.82% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.60% | -0.05% | -3.94% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.42% | +0.03% | -1.26% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.08% | +0.62% | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.39% | +0.18% | +25.09% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.37% | +0.10% | -12.41% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.30% | -0.03% | -4.47% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.06% | +6.36% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.27% | -0.10% | +4.11% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.25% | +0.05% | -0.88% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | -0.02% | -1.36% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 1.23% | -0.03% | -18.55% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.09% | -0.05% | +16.35% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.14% | +2.58% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.95% | -0.07% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | +0.06% | -6.27% | |
| 28 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.91% | — | +2.64% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.82% | -0.38% | +3.19% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.32% | +3.19% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | -0.17% | +2.03% | |
| 32 | BND | Vanguard Total Bond Market | ETF-Other | 0.70% | -0.05% | -3.29% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.19% | +5.01% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | -0.05% | +2.53% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.64% | -0.07% | +1378.74% | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 0.63% | +0.03% | +5.93% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.05% | +1.96% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.01% | +3.78% | |
| 39 | MCK | Mckesson CORP | Stock-Healthcare | 0.59% | -0.15% | +4.30% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.11% | +2.35% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.34% | +1.05% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.07% | +4.16% | |
| 43 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.58% | -0.33% | +4.70% | |
| 44 | CACI | Caci International Inc -cl A | Stock-Tech | 0.55% | -0.14% | +1.44% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.54% | -0.01% | +70.45% | |
| 46 | FISV | Fiserv Inc | Stock-Other | 0.53% | — | +2.15% | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.53% | -0.06% | +36.19% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.52% | -0.02% | +8.27% | |
| 49 | DFAT | Dimensional US Target Value | ETF-Other | 0.51% | +0.03% | +2.01% | |
| 50 | J | Jacobs Solutions Inc | Stock-Industrials | 0.47% | -0.39% | +9.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | +1% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.5% | +0.62% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.4% | +25.09% | Add |
| 4 | ICE | Intercontinental Exchange In | +0.3% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.3% | +6.36% | Add |
| 6 | XCEM | Columbia Em Core Ex-china | +0.2% | +112.56% | Add |
| 7 | OEF | Ishares S&p 100 ETF | +0.2% | +70.45% | Add |
| 8 | VT | Vanguard Tot World Stk ETF | +0.2% | +10.84% | Add |
| 9 | ILCG | Ishares Morningstar Growth E | +0.2% | +0.40% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +5.01% | Add |
| 11 | ACWI | Ishares Msci Acwi ETF | +0.2% | +1198.45% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | +2.03% | Add |
| 13 | VB | Vanguard Small-cap ETF | +0.2% | +119.14% | Add |
| 14 | INTU | Intuit Inc | +0.1% | +3.19% | Add |
| 15 | ABT | Abbott Laboratories | +0.1% | +257.32% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +1.96% | Add |
| 17 | HUBB | Hubbell Inc | +0.1% | +16.74% | Add |
| 18 | TMUS | T-mobile US Inc | +0.1% | NEW | New buy |
| 19 | ES | Eversource Energy | +0.1% | +874.56% | Add |
| 20 | SCHG | Schwab US Large-cap Growth | +0.1% | +264.70% | Add |
| 21 | CACI | Caci International Inc -cl A | +0.1% | +1.44% | Add |
| 22 | DFIV | Dimensional International Va | +0.1% | +142.73% | Add |
| 23 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 24 | WFC | Wells Fargo & Co | +0.1% | +359.71% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +28.15% | Add |
| 26 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.88% | Trim |
| 27 | XLE | Ss Energy Select Sector | +0.1% | +36.19% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +12.72% | Add |
| 29 | BRTR | Ishares Total Return Act ETF | +0.1% | +123.88% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.19% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | +3.78% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +3.67% | Add |
| 33 | AYI | Acuity Inc | 0% | +7.87% | Add |
| 34 | EFA | Ishares Msci Eafe ETF | 0% | +12.24% | Add |
| 35 | CAT | Caterpillar Inc | 0% | +13.76% | Add |
| 36 | IWR | Ishares Russell Mid-cap ETF | 0% | +26.20% | Add |
| 37 | J | Jacobs Solutions Inc | 0% | +9.18% | Add |
| 38 | VUG | Vanguard Growth ETF | 0% | -0.05% | Trim |
| 39 | VEU | Vanguard Ftse All-world Ex-u | 0% | +10.53% | Add |
| 40 | MS | Morgan Stanley | 0% | +14.23% | Add |
| 41 | BTC | Grayscale Bitcoin Mini ETF | 0% | +158.47% | Add |
| 42 | RSPG | Invesco S&p 500 Equal Weight | 0% | NEW | New buy |
| 43 | JUNM | Ft Vest US Eq Max Buf June | 0% | NEW | New buy |
| 44 | ADBE | Adobe Inc | 0% | +17.08% | Add |
| 45 | TXN | Texas Instruments Inc | 0% | +16.46% | Add |
| 46 | BNY | Bank Of New York Mellon CORP | 0% | +13.22% | Add |
| 47 | MDLZ | Mondelez International Inc-a | 0% | +33.28% | Add |
| 48 | ORCL | Oracle CORP | 0% | +0.26% | Add |
| 49 | GBTC | Grayscale Bitcoin Trust ETF | 0% | -4.35% | Trim |
| 50 | IWB | Ishares Russell 1000 ETF | 0% | +0.02% | Add |
According to official SEC Form 13F filings, McKinley Carter Wealth Services, Inc. reported a total U.S. public equity portfolio value of $1.9B across 302 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, IVV, IWB) accounted for 25.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
IXUS
市值: $17.2M
Top Position Liquidated / Trimmed
NVO
前期市值: $4.5M
During Q2 2025, McKinley Carter Wealth Services, Inc.'s top holdings by market value included VXUS (6.6%)、IVV (5.7%)、IWB (5.7%). The largest single position, VXUS, represented 6.6% of total portfolio value.
In Q2 2025, McKinley Carter Wealth Services, Inc. made 186 total portfolio adjustments, initiating 17 new buys, adding to 88 positions, trimming 69 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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