McKinley Carter Wealth Services, Inc. Buys iShares Russell Midcap Growth, iShares Russell 2000, S&P Global Inc, Sells iShares Core S&P Small-Cap, Darden Restaurants Inc, Dollar Tree Inc

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May 01, 2020
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Wheeling, WV, based Investment company McKinley Carter Wealth Services, Inc. (Current Portfolio) buys iShares Russell Midcap Growth, iShares Russell 2000, S&P Global Inc, Alphabet Inc, ProShares S&P 500 Dividend Aristocrats, sells iShares Core S&P Small-Cap, Darden Restaurants Inc, Dollar Tree Inc, Aaron's Inc, PepsiCo Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, McKinley Carter Wealth Services, Inc.. As of 2020Q1, McKinley Carter Wealth Services, Inc. owns 134 stocks with a total value of $334 million. These are the details of the buys and sells.

For the details of McKinley Carter Wealth Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/mckinley+carter+wealth+services%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of McKinley Carter Wealth Services, Inc.
  1. iShares Russell 1000 (IWB) - 484,118 shares, 20.52% of the total portfolio. Shares added by 11.24%
  2. iShares Core S&P 500 (IVV) - 73,818 shares, 5.71% of the total portfolio. Shares reduced by 2.1%
  3. iShares Core S&P Small-Cap (IJR) - 307,936 shares, 5.17% of the total portfolio. Shares reduced by 28.13%
  4. iShares U.S. Financial Services (IYG) - 141,557 shares, 4.35% of the total portfolio. Shares added by 7.42%
  5. iShares Russell Midcap Growth (IWP) - 88,243 shares, 3.21% of the total portfolio. Shares added by 321.17%
New Purchase: S&P Global Inc (SPGI)

McKinley Carter Wealth Services, Inc. initiated holding in S&P Global Inc. The purchase prices were between $192.05 and $311.16, with an estimated average price of $275.14. The stock is now traded at around $286.06. The impact to a portfolio due to this purchase was 0.55%. The holding were 7,507 shares as of .

New Purchase: Prologis Inc (PLD)

McKinley Carter Wealth Services, Inc. initiated holding in Prologis Inc. The purchase prices were between $62.82 and $99.23, with an estimated average price of $87.65. The stock is now traded at around $86.85. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,472 shares as of .

New Purchase: iShares MSCI USA ESG Select (SUSA)

McKinley Carter Wealth Services, Inc. initiated holding in iShares MSCI USA ESG Select. The purchase prices were between $95.06 and $141.74, with an estimated average price of $129.1. The stock is now traded at around $120.24. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,116 shares as of .

New Purchase: Antero Resources Corp (AR)

McKinley Carter Wealth Services, Inc. initiated holding in Antero Resources Corp. The purchase prices were between $0.71 and $2.85, with an estimated average price of $1.7. The stock is now traded at around $2.80. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 15,120 shares as of .

Added: iShares Russell Midcap Growth (IWP)

McKinley Carter Wealth Services, Inc. added to a holding in iShares Russell Midcap Growth by 321.17%. The purchase prices were between $104.45 and $162.86, with an estimated average price of $145.49. The stock is now traded at around $136.75. The impact to a portfolio due to this purchase was 2.45%. The holding were 88,243 shares as of .

Added: iShares Russell 2000 (IWM)

McKinley Carter Wealth Services, Inc. added to a holding in iShares Russell 2000 by 99.68%. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $125.14. The impact to a portfolio due to this purchase was 1.2%. The holding were 70,238 shares as of .

Added: Alphabet Inc (GOOGL)

McKinley Carter Wealth Services, Inc. added to a holding in Alphabet Inc by 137.31%. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1317.32. The impact to a portfolio due to this purchase was 0.5%. The holding were 2,468 shares as of .

Added: ProShares S&P 500 Dividend Aristocrats (NOBL)

McKinley Carter Wealth Services, Inc. added to a holding in ProShares S&P 500 Dividend Aristocrats by 174.97%. The purchase prices were between $49.36 and $76.45, with an estimated average price of $70.34. The stock is now traded at around $61.82. The impact to a portfolio due to this purchase was 0.22%. The holding were 19,762 shares as of .

Added: Mastercard Inc (MA)

McKinley Carter Wealth Services, Inc. added to a holding in Mastercard Inc by 23.14%. The purchase prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $268.74. The impact to a portfolio due to this purchase was 0.16%. The holding were 12,070 shares as of .

Added: Merck & Co Inc (MRK)

McKinley Carter Wealth Services, Inc. added to a holding in Merck & Co Inc by 94.55%. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $77.67. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,599 shares as of .

Sold Out: Darden Restaurants Inc (DRI)

McKinley Carter Wealth Services, Inc. sold out a holding in Darden Restaurants Inc. The sale prices were between $34.16 and $122.45, with an estimated average price of $98.09.

Sold Out: Aaron's Inc (AAN)

McKinley Carter Wealth Services, Inc. sold out a holding in Aaron's Inc. The sale prices were between $15 and $63.72, with an estimated average price of $46.27.

Sold Out: Vanguard Growth (VUG)

McKinley Carter Wealth Services, Inc. sold out a holding in Vanguard Growth. The sale prices were between $137.53 and $201.6, with an estimated average price of $180.87.

Sold Out: iShares Russell Mid-cap Value (IWS)

McKinley Carter Wealth Services, Inc. sold out a holding in iShares Russell Mid-cap Value. The sale prices were between $53.85 and $95.87, with an estimated average price of $84.73.

Sold Out: Chevron Corp (CVX)

McKinley Carter Wealth Services, Inc. sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.

Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)

McKinley Carter Wealth Services, Inc. sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $119.13 and $199.18, with an estimated average price of $176.08.



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