- New Purchases: DRI, TSCO, ANTM, CACI, AFL, LLY, LPT, SQ,
- Added Positions: IJR, IYG, FDX, CCL, MMM, MSFT, ECL, INTU, CERN, WBA, TSS, NTAP, WM, CTSH, ACN, BDX, ROP, COST, ORLY, ABT, TJX, MTUM, UTX, DLTR, SBUX, TMO, UNH, HD, FDN, SO, ABBV, INTC, TROW, USB, EMR, MET, GD, TGT, LOW, MCD, VFC, IWP, CSCO, KO, TXN, FISV, BLK, PFE, T, SPG, IUSV, MO, JNJ, BRK.B, CVS, PG, QCOM,
- Reduced Positions: IWB, CLX, EXPD, EAT, CAT, UBSI, AAPL, EMLP, BRK.A, VO, AEP, FBT, VDC, IJH, HSY, AMZN, CHD, IWD, SPY, PM, NFLX, XOM, CVX, MRK, MDLZ, DIS, APD, VZ, MDY, SCHX, SHW, PAYX, FAST, CL, DHR, AMGN, GOOGL, JPM, MA, WMT, IBM, TRV, PGR, LMT, GOOG,
- Sold Out: RWO, F, NI, MKC, DWDP, HRL, MRO,
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.- iShares Russell 1000 (IWB) - 403,718 shares, 18.06% of the total portfolio. Shares reduced by 4.54%
- iShares Core S&P Small-Cap (IJR) - 361,722 shares, 7.94% of the total portfolio. Shares added by 102.36%
- iShares U.S. Financial Services (IYG) - 133,487 shares, 4.74% of the total portfolio. Shares added by 7.53%
- iShares Core S&P 500 (IVV) - 52,627 shares, 4.26% of the total portfolio. Shares added by 0.53%
- iShares Edge MSCI USA Momentum Factor (MTUM) - 91,107 shares, 2.91% of the total portfolio. Shares added by 1.95%
McKinley Carter Wealth Services, Inc. initiated holding in Darden Restaurants Inc. The purchase prices were between $98.32 and $121.47, with an estimated average price of $109.51. The stock is now traded at around $119.46. The impact to a portfolio due to this purchase was 0.69%. The holding were 19,919 shares as of .
New Purchase: Tractor Supply Co (TSCO)McKinley Carter Wealth Services, Inc. initiated holding in Tractor Supply Co. The purchase prices were between $80.68 and $97.76, with an estimated average price of $90.87. The stock is now traded at around $100.65. The impact to a portfolio due to this purchase was 0.63%. The holding were 22,748 shares as of .
New Purchase: Anthem Inc (ANTM)McKinley Carter Wealth Services, Inc. initiated holding in Anthem Inc. The purchase prices were between $248.42 and $317.42, with an estimated average price of $288.79. The stock is now traded at around $264.89. The impact to a portfolio due to this purchase was 0.59%. The holding were 7,258 shares as of .
New Purchase: CACI International Inc (CACI)McKinley Carter Wealth Services, Inc. initiated holding in CACI International Inc. The purchase prices were between $140.81 and $185.76, with an estimated average price of $169.86. The stock is now traded at around $199.50. The impact to a portfolio due to this purchase was 0.55%. The holding were 10,648 shares as of .
New Purchase: Eli Lilly and Co (LLY)McKinley Carter Wealth Services, Inc. initiated holding in Eli Lilly and Co. The purchase prices were between $111.31 and $131.02, with an estimated average price of $121.44. The stock is now traded at around $114.94. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,667 shares as of .
New Purchase: Square Inc (SQ)McKinley Carter Wealth Services, Inc. initiated holding in Square Inc. The purchase prices were between $52.42 and $81.24, with an estimated average price of $72.26. The stock is now traded at around $68.42. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,800 shares as of .
Added: iShares Core S&P Small-Cap (IJR)McKinley Carter Wealth Services, Inc. added to a holding in iShares Core S&P Small-Cap by 102.36%. The purchase prices were between $68.11 and $80.91, with an estimated average price of $76.57. The stock is now traded at around $79.88. The impact to a portfolio due to this purchase was 4.02%. The holding were 361,722 shares as of .
Added: FedEx Corp (FDX)McKinley Carter Wealth Services, Inc. added to a holding in FedEx Corp by 43.67%. The purchase prices were between $157.19 and $185.62, with an estimated average price of $176.54. The stock is now traded at around $180.66. The impact to a portfolio due to this purchase was 0.15%. The holding were 9,732 shares as of .
Added: Carnival Corp (CCL)McKinley Carter Wealth Services, Inc. added to a holding in Carnival Corp by 25.46%. The purchase prices were between $47.37 and $58.85, with an estimated average price of $55.33. The stock is now traded at around $53.68. The impact to a portfolio due to this purchase was 0.13%. The holding were 45,681 shares as of .
Added: Southern Co (SO)McKinley Carter Wealth Services, Inc. added to a holding in Southern Co by 20.19%. The purchase prices were between $43.72 and $52.53, with an estimated average price of $48.9. The stock is now traded at around $52.86. The impact to a portfolio due to this purchase was 0.04%. The holding were 14,365 shares as of .
Added: First Trust DJ Internet Index Fund (FDN)McKinley Carter Wealth Services, Inc. added to a holding in First Trust DJ Internet Index Fund by 53.05%. The purchase prices were between $114.08 and $142.11, with an estimated average price of $133.21. The stock is now traded at around $144.79. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,885 shares as of .
Added: MetLife Inc (MET)McKinley Carter Wealth Services, Inc. added to a holding in MetLife Inc by 21.79%. The purchase prices were between $40.87 and $45.72, with an estimated average price of $44.19. The stock is now traded at around $47.29. The impact to a portfolio due to this purchase was 0.03%. The holding were 11,158 shares as of .
Sold Out: SPDR DJ Wilshire Global Real Estate (RWO)McKinley Carter Wealth Services, Inc. sold out a holding in SPDR DJ Wilshire Global Real Estate. The sale prices were between $43.53 and $50.26, with an estimated average price of $48.15.
Sold Out: Ford Motor Co (F)McKinley Carter Wealth Services, Inc. sold out a holding in Ford Motor Co. The sale prices were between $7.65 and $8.99, with an estimated average price of $8.57.
Sold Out: NiSource Inc (NI)McKinley Carter Wealth Services, Inc. sold out a holding in NiSource Inc. The sale prices were between $25.07 and $28.82, with an estimated average price of $26.93.
Sold Out: McCormick & Co Inc (MKC)McKinley Carter Wealth Services, Inc. sold out a holding in McCormick & Co Inc. The sale prices were between $121.19 and $150.63, with an estimated average price of $134.92.
Sold Out: Hormel Foods Corp (HRL)McKinley Carter Wealth Services, Inc. sold out a holding in Hormel Foods Corp. The sale prices were between $41.33 and $44.76, with an estimated average price of $42.83.
Sold Out: Marathon Oil Corp (MRO)McKinley Carter Wealth Services, Inc. sold out a holding in Marathon Oil Corp. The sale prices were between $14.34 and $17.69, with an estimated average price of $16.32.
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