MC

McKinley Carter Wealth Services, Inc.

13F
McKinley Carter Wealth Services, Inc.
Last update 2025-04-15 302 Stocks (15 new)
Value $1.63 Bil Turnover 16 %
Countries:
Top Holdings: VXUS(6.86%)IVV(5.79%)IWB(5.72%)FBND(5.34%)IEFA(3.98%)
Summary Stock Picks Current Portfolio
McKinley Carter Wealth Service... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VXUS
Vanguard Total International Stock
1,797,532
111,626.7
New Holding
6.860
+6.86%
0.130
+15.77%
+18.29%
91,269.6
 
IVV
iShares Core S&P 500 ETF
167,606
94,177.8
-8.48%
5.790
-0.56%
0.020
+17.02%
+7.08%
622,054.4
 
IWB
iShares Russell 1000 ETF
303,752
93,173.0
-2.08%
5.720
-0.13%
0.240
+17.48%
+6.92%
41,925.2
 
FBND
Fidelity Total Bond ETF
1,905,268
86,975.5
+22.91%
5.340
+1.00%
0.460
+2.87%
+3.55%
18,466.2
 
IEFA
iShares Core MSCI EAFE ETF
857,122
64,841.3
-4.15%
3.980
-0.16%
0.050
+15.26%
+20.32%
142,203.0
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
627,658
62,088.0
-0.61%
3.810
-0.02%
0.050
+2.03%
+3.17%
127,710.7
 
VEA
Vanguard FTSE Developed Markets ETF
1,015,961
51,641.3
-47.12%
3.170
-2.65%
0.030
+16.01%
+20.43%
157,306.4
 
GOVT
iShares U.S. Treasury Bond ETF
1,898,824
43,644.5
+45.43%
2.680
+0.84%
0.160
+1.18%
+0.56%
27,241.1
 
JKE
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
459,243
37,194.1
New Holding
2.290
+2.29%
-
+25.39%
+9.00%
0
 
VT
Vanguard Total World Stock ETF
286,010
33,162.9
+1,652.83%
2.040
+1.92%
0.070
+16.87%
+10.90%
45,528.5
 

McKinley Carter Wealth Services, Inc.'s Historical Top Holdings Breakdowns

McKinley Carter Wealth Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VXUS
Vanguard Total International Stock
2025-03-31
New Buy
New Buy
+6.86%
●
58.01 ($61.77) 64.46
$69.00
11.70%
New holding
1,797,532
1,797,532
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Reduce
Reduce
-2.65%
●
47.4 ($50.6) 52.99
$56.87
12.39%
Reduce -47.12%
1,015,961
-905,222
JKE
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
2025-03-31
New Buy
New Buy
+2.29%
●
80.84 ($88.61) 94.23
$283.81
220.29%
New holding
459,243
459,243
VT
Vanguard Total World Stock ETF
2025-03-31
Add
Add
+1.92%
●
115.08 ($119.66) 123.97
$129.24
8.01%
Add 1652.83%
286,010
269,693
EFG
iShares MSCI EAFE Growth ETF
2025-03-31
Reduce
Reduce
-1.61%
●
96.1 ($101.94) 106.32
$110.58
8.47%
Reduce -84.96%
48,140
-271,989
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-03-31
Reduce
Reduce
-1.48%
●
54.25 ($56.1) 57.64
$63.27
12.78%
Reduce -49.39%
446,423
-435,717
IVE
iShares S&P 500 Value ETF
2025-03-31
Reduce
Reduce
-1.39%
●
185.78 ($193.5) 198.58
$197.89
2.27%
Reduce -43.69%
153,831
-119,375
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-03-31
New Buy
New Buy
+1.33%
●
49.42 ($49.98) 50.43
$50.88
1.80%
New holding
431,744
431,744
IWL
iShares Russell Top 200 ETF
2025-03-31
Reduce
Reduce
-1.33%
●
135.83 ($145.12) 151.73
$154.32
6.34%
Reduce -41.12%
215,150
-150,266
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Reduce
Reduce
-1.01%
●
49.25 ($50.03) 50.66
$48.82
-2.42%
Reduce -90.08%
36,189
-328,486

McKinley Carter Wealth Services, Inc. Total Holding History ($B)

To

McKinley Carter Wealth Services, Inc.'s Asset Allocation

To

McKinley Carter Wealth Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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McKinley Carter Wealth Services, Inc.'s Hypothetical Growth since 2025-03-31

McKinley Carter Wealth Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

McKinley Carter Wealth Services, Inc.'s Holdings Heat Map

Size field:

McKinley Carter Wealth Services, Inc.'s Holdings Bubble Chart

McKinley Carter Wealth Services, Inc. News

  • 1

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