McKinley Carter Wealth Services, Inc. Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$1.6T
Holdings
297
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (297 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VXUSVANGUARD STAR FDS | 1,797,532 | $111.6B | 6.86% | |
| 2 | IVVISHARES TR | 167,606 | $94.2B | 5.79% | |
| 3 | IWBISHARES TR | 303,752 | $93.2B | 5.72% | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 1,905,268 | $87.0B | 5.34% | |
| 5 | AQLTISHARES TR | 857,122 | $64.8B | 3.98% | |
| 6 | AGGISHARES TR | 627,658 | $62.1B | 3.81% | |
| 7 | VEAVANGUARD TAX-MANAGED FDS | 1,015,961 | $51.6B | 3.17% | |
| 8 | AQLTISHARES TR | 1,898,824 | $43.6B | 2.68% | |
| 9 | ILCGISHARES TR | 459,243 | $37.2B | 2.29% | |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 286,010 | $33.2B | 2.04% | |
| 11 | AAPLAPPLE INC | 147,160 | $32.7B | 2.01% | Put |
| 12 | AQLTISHARES TR | 215,150 | $29.6B | 1.82% | |
| 13 | IVEISHARES TR | 153,831 | $29.3B | 1.80% | |
| 14 | XLFSELECT SECTOR SPDR TR | 517,950 | $25.8B | 1.59% | |
| 15 | EMXCISHARES INC | 446,423 | $24.6B | 1.51% | |
| 16 | IEMGISHARES INC | 431,773 | $23.3B | 1.43% | |
| 17 | FNDFSCHWAB STRATEGIC TR | 611,538 | $22.1B | 1.36% | |
| 18 | IAGGISHARES TR | 431,744 | $21.6B | 1.33% | |
| 19 | IJHISHARES TR | 361,468 | $21.1B | 1.30% | |
| 20 | IWFISHARES TR | 53,464 | $19.3B | 1.19% | |
| 21 | XLVSELECT SECTOR SPDR TR | 124,836 | $18.2B | 1.12% | |
| 22 | IJRISHARES TR | 160,411 | $16.8B | 1.03% | |
| 23 | MSFTMICROSOFT CORP | 44,070 | $16.5B | 1.02% | |
| 24 | XLKSELECT SECTOR SPDR TR | 78,852 | $16.3B | 1.00% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 17,110 | $16.2B | 0.99% | Put |
| 26 | USIGISHARES TR | 309,117 | $15.8B | 0.97% | |
| 27 | AVGOBROADCOM INC | 90,323 | $15.1B | 0.93% | |
| 28 | BNDVANGUARD BD INDEX FDS | 178,042 | $13.1B | 0.80% | |
| 29 | ORLYOREILLY AUTOMOTIVE INC | 8,713 | $12.5B | 0.77% | |
| 30 | FISVFISERV INC | 54,567 | $12.1B | 0.74% | |
| 31 | GOOGLALPHABET INC | 77,818 | $12.0B | 0.74% | |
| 32 | MAMASTERCARD INCORPORATED | 20,385 | $11.2B | 0.69% | |
| 33 | INTUINTUIT | 18,108 | $11.1B | 0.68% | |
| 34 | AJGGALLAGHER ARTHUR J & CO | 30,964 | $10.7B | 0.66% | |
| 35 | HDHOME DEPOT INC | 28,572 | $10.5B | 0.64% | |
| 36 | UNHUNITEDHEALTH GROUP INC | 19,576 | $10.3B | 0.63% | |
| 37 | TJXTJX COS INC NEW | 83,858 | $10.2B | 0.63% | |
| 38 | GWWGRAINGER W W INC | 10,255 | $10.1B | 0.62% | |
| 39 | WMWASTE MGMT INC DEL | 43,580 | $10.1B | 0.62% | |
| 40 | MCKMCKESSON CORP | 13,949 | $9.4B | 0.58% | |
| 41 | AMZNAMAZON COM INC | 48,896 | $9.3B | 0.57% | |
| 42 | NFLXNETFLIX INC | 9,607 | $9.0B | 0.55% | |
| 43 | METAMETA PLATFORMS INC | 15,013 | $8.7B | 0.53% | |
| 44 | DFATDIMENSIONAL ETF TRUST | 166,778 | $8.6B | 0.53% | |
| 45 | LINLINDE PLC | 18,412 | $8.6B | 0.53% | |
| 46 | NVDANVIDIA CORPORATION | 76,117 | $8.2B | 0.51% | Put |
| 47 | XLESELECT SECTOR SPDR TR | 82,350 | $7.7B | 0.47% | |
| 48 | CA8ACACI INTL INC | 20,526 | $7.5B | 0.46% | |
| 49 | JJACOBS SOLUTIONS INC | 58,559 | $7.1B | 0.43% | |
| 50 | SCHFSCHWAB STRATEGIC TR | 357,843 | $7.1B | 0.43% | |
| 51 | VUGVANGUARD INDEX FDS | 18,567 | $6.9B | 0.42% | |
| 52 | VDEVANGUARD WORLD FD | 51,073 | $6.6B | 0.41% | |
| 53 | AYIACUITY INC | 24,243 | $6.4B | 0.39% | |
| 54 | JPMJPMORGAN CHASE & CO. | 25,933 | $6.4B | 0.39% | |
| 55 | PEPPEPSICO INC | 40,444 | $6.1B | 0.37% | |
| 56 | IWMISHARES TR | 29,360 | $5.9B | 0.36% | |
| 57 | VYMIVANGUARD WHITEHALL FDS | 78,594 | $5.8B | 0.36% | |
| 58 | PGPROCTER AND GAMBLE CO | 33,300 | $5.7B | 0.35% | |
| 59 | HUBBHUBBELL INC | 16,986 | $5.6B | 0.35% | |
| 60 | EFAISHARES TR | 66,453 | $5.4B | 0.33% | |
| 61 | SPYMSPDR SER TR | 79,627 | $5.2B | 0.32% | |
| 62 | LLYELI LILLY & CO | 6,216 | $5.1B | 0.32% | |
| 63 | OEFISHARES TR | 18,658 | $5.1B | 0.31% | |
| 64 | VEUVANGUARD INTL EQUITY INDEX F | 82,091 | $5.0B | 0.31% | |
| 65 | ADBEADOBE INC | 12,684 | $4.9B | 0.30% | |
| 66 | EFGISHARES TR | 48,140 | $4.8B | 0.30% | |
| 67 | MBBISHARES TR | 51,277 | $4.8B | 0.30% | |
| 68 | ABBVABBVIE INC | 22,026 | $4.6B | 0.28% | |
| 69 | ESGUISHARES TR | 37,372 | $4.6B | 0.28% | |
| 70 | NVONOVO-NORDISK A S | 64,658 | $4.5B | 0.28% | |
| 71 | NDQINVESCO QQQ TR | 9,500 | $4.5B | 0.27% | |
| 72 | VOOVANGUARD INDEX FDS | 8,501 | $4.4B | 0.27% | |
| 73 | MCDMCDONALDS CORP | 12,898 | $4.0B | 0.25% | |
| 74 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $4.0B | 0.25% | |
| 75 | IWPISHARES TR | 33,098 | $3.9B | 0.24% | |
| 76 | IWDISHARES TR | 20,558 | $3.9B | 0.24% | |
| 77 | ACNACCENTURE PLC IRELAND | 12,302 | $3.8B | 0.24% | |
| 78 | MUNIPIMCO ETF TR | 72,581 | $3.7B | 0.23% | |
| 79 | ADPAUTOMATIC DATA PROCESSING IN | 11,713 | $3.6B | 0.22% | |
| 80 | CVXCHEVRON CORP NEW | 21,012 | $3.5B | 0.22% | |
| 81 | JNJJOHNSON & JOHNSON | 20,136 | $3.3B | 0.21% | |
| 82 | XCEMCOLUMBIA ETF TR II | 109,784 | $3.2B | 0.20% | |
| 83 | LOWLOWES COS INC | 13,454 | $3.1B | 0.19% | |
| 84 | ESGDISHARES TR | 37,479 | $3.1B | 0.19% | |
| 85 | CATCATERPILLAR INC | 9,060 | $3.0B | 0.18% | |
| 86 | LMTLOCKHEED MARTIN CORP | 6,682 | $3.0B | 0.18% | |
| 87 | FNOVFIRST TR EXCHNG TRADED FD VI | 61,386 | $2.9B | 0.18% | |
| 88 | VBRVANGUARD INDEX FDS | 15,250 | $2.8B | 0.17% | |
| 89 | VBKVANGUARD INDEX FDS | 11,157 | $2.8B | 0.17% | |
| 90 | BKBANK NEW YORK MELLON CORP | 32,477 | $2.7B | 0.17% | |
| 91 | VVISA INC | 7,764 | $2.7B | 0.17% | |
| 92 | SPEMSPDR INDEX SHS FDS | 67,970 | $2.7B | 0.16% | |
| 93 | COWZPACER FDS TR | 47,818 | $2.6B | 0.16% | |
| 94 | EAGGISHARES TR | 54,884 | $2.6B | 0.16% | |
| 95 | MUBISHARES TR | 24,491 | $2.6B | 0.16% | |
| 96 | QUALISHARES TR | 14,979 | $2.6B | 0.16% | |
| 97 | IJSISHARES TR | 26,176 | $2.6B | 0.16% | |
| 98 | IGROISHARES TR | 35,018 | $2.5B | 0.16% | |
| 99 | NEENEXTERA ENERGY INC | 33,783 | $2.4B | 0.15% | |
| 100 | SBUXSTARBUCKS CORP | 24,055 | $2.4B | 0.14% |
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