McKinley Carter Wealth Services, Inc. Q4 2024 Filing
Filed January 23, 2025
Portfolio Value
$1634.3T
Holdings
290
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (290 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 183,144 | $107.8T | 6.60% | |
| 2 | IWBISHARES TR | 310,196 | $99.9T | 6.11% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,921,183 | $91.9T | 5.62% | |
| 4 | FBNDFIDELITY MERRIMACK STR TR | 1,550,144 | $69.6T | 4.26% | |
| 5 | AQLTISHARES TR | 894,189 | $62.8T | 3.85% | |
| 6 | AGGISHARES TR | 631,509 | $61.2T | 3.74% | |
| 7 | AQLTISHARES TR | 365,416 | $52.9T | 3.24% | |
| 8 | IVEISHARES TR | 273,206 | $52.1T | 3.19% | |
| 9 | EMXCISHARES INC | 882,140 | $48.9T | 2.99% | |
| 10 | AAPLAPPLE INC | 144,681 | $36.2T | 2.22% | Put |
| 11 | FNDFSCHWAB STRATEGIC TR | 956,262 | $31.8T | 1.94% | |
| 12 | EFGISHARES TR | 320,129 | $31.0T | 1.90% | |
| 13 | AQLTISHARES TR | 1,305,646 | $30.0T | 1.84% | |
| 14 | XLFSELECT SECTOR SPDR TR | 483,943 | $23.4T | 1.43% | |
| 15 | AVGOBROADCOM INC | 97,260 | $22.5T | 1.38% | |
| 16 | IWFISHARES TR | 53,926 | $21.7T | 1.33% | |
| 17 | IEMGISHARES INC | 398,473 | $20.8T | 1.27% | |
| 18 | XLKSELECT SECTOR SPDR TR | 86,029 | $20.0T | 1.22% | |
| 19 | MSFTMICROSOFT CORP | 44,280 | $18.7T | 1.14% | |
| 20 | MUBISHARES TR | 174,379 | $18.6T | 1.14% | |
| 21 | IJRISHARES TR | 159,344 | $18.4T | 1.12% | |
| 22 | VTEBVANGUARD MUN BD FDS | 364,675 | $18.3T | 1.12% | |
| 23 | IJHISHARES TR | 277,387 | $17.3T | 1.06% | |
| 24 | XLVSELECT SECTOR SPDR TR | 123,711 | $17.0T | 1.04% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 17,463 | $16.0T | 0.98% | |
| 26 | GOOGLALPHABET INC | 78,843 | $14.9T | 0.91% | |
| 27 | BNDVANGUARD BD INDEX FDS | 198,644 | $14.3T | 0.87% | |
| 28 | BINCBLACKROCK ETF TRUST II | 244,280 | $12.7T | 0.78% | |
| 29 | FISVFISERV INC | 57,505 | $11.8T | 0.72% | |
| 30 | INTUINTUIT | 18,107 | $11.4T | 0.70% | |
| 31 | HDHOME DEPOT INC | 28,895 | $11.2T | 0.69% | |
| 32 | MUNIPIMCO ETF TR | 210,831 | $10.9T | 0.67% | |
| 33 | GWWGRAINGER W W INC | 10,314 | $10.9T | 0.67% | |
| 34 | MAMASTERCARD INCORPORATED | 20,386 | $10.7T | 0.66% | |
| 35 | ORLYOREILLY AUTOMOTIVE INC | 8,899 | $10.6T | 0.65% | |
| 36 | AMZNAMAZON COM INC | 47,931 | $10.5T | 0.64% | |
| 37 | TJXTJX COS INC NEW | 84,683 | $10.2T | 0.63% | |
| 38 | ISTBISHARES TR | 212,797 | $10.2T | 0.62% | |
| 39 | USIGISHARES TR | 197,426 | $9.9T | 0.61% | |
| 40 | NVDANVIDIA CORPORATION | 72,065 | $9.7T | 0.59% | |
| 41 | UNHUNITEDHEALTH GROUP INC | 19,081 | $9.7T | 0.59% | |
| 42 | DFATDIMENSIONAL ETF TRUST | 159,827 | $8.9T | 0.54% | |
| 43 | AJGGALLAGHER ARTHUR J & CO | 31,241 | $8.9T | 0.54% | |
| 44 | WMWASTE MGMT INC DEL | 43,746 | $8.8T | 0.54% | |
| 45 | CA8ACACI INTL INC | 20,755 | $8.4T | 0.51% | |
| 46 | METAMETA PLATFORMS INC | 13,787 | $8.1T | 0.49% | |
| 47 | MBBISHARES TR | 87,702 | $8.0T | 0.49% | |
| 48 | NFLXNETFLIX INC | 8,908 | $7.9T | 0.49% | |
| 49 | MCKMCKESSON CORP | 13,748 | $7.8T | 0.48% | |
| 50 | VUGVANGUARD INDEX FDS | 18,844 | $7.7T | 0.47% | |
| 51 | SCHFSCHWAB STRATEGIC TR | 414,282 | $7.7T | 0.47% | |
| 52 | JJACOBS SOLUTIONS INC | 57,088 | $7.6T | 0.47% | |
| 53 | HUBBHUBBELL INC | 18,044 | $7.6T | 0.46% | |
| 54 | LINLINDE PLC | 17,759 | $7.4T | 0.45% | |
| 55 | IWMISHARES TR | 32,247 | $7.1T | 0.44% | |
| 56 | EFAISHARES TR | 88,788 | $6.7T | 0.41% | |
| 57 | XLESELECT SECTOR SPDR TR | 78,095 | $6.7T | 0.41% | |
| 58 | AYIACUITY BRANDS INC | 22,620 | $6.6T | 0.40% | |
| 59 | JPMJPMORGAN CHASE & CO. | 26,037 | $6.2T | 0.38% | |
| 60 | SPYMSPDR SER TR | 89,554 | $6.2T | 0.38% | |
| 61 | PEPPEPSICO INC | 40,462 | $6.2T | 0.38% | |
| 62 | VDEVANGUARD WORLD FD | 50,338 | $6.1T | 0.37% | |
| 63 | ADBEADOBE INC | 12,693 | $5.6T | 0.35% | |
| 64 | PGPROCTER AND GAMBLE CO | 33,286 | $5.6T | 0.34% | |
| 65 | NVONOVO-NORDISK A S | 64,424 | $5.5T | 0.34% | |
| 66 | OEFISHARES TR | 18,407 | $5.3T | 0.33% | |
| 67 | ESGUISHARES TR | 41,146 | $5.3T | 0.32% | |
| 68 | VEUVANGUARD INTL EQUITY INDEX F | 92,156 | $5.3T | 0.32% | |
| 69 | VYMIVANGUARD WHITEHALL FDS | 77,438 | $5.3T | 0.32% | |
| 70 | NDQINVESCO QQQ TR | 9,603 | $4.9T | 0.30% | |
| 71 | ACNACCENTURE PLC IRELAND | 13,815 | $4.9T | 0.30% | |
| 72 | LLYELI LILLY & CO | 6,259 | $4.8T | 0.30% | |
| 73 | USHYISHARES TR | 121,935 | $4.5T | 0.27% | |
| 74 | XCEMCOLUMBIA ETF TR II | 151,197 | $4.5T | 0.27% | |
| 75 | IWPISHARES TR | 35,264 | $4.5T | 0.27% | |
| 76 | IWDISHARES TR | 21,411 | $4.0T | 0.24% | |
| 77 | ABBVABBVIE INC | 21,250 | $3.8T | 0.23% | |
| 78 | MCDMCDONALDS CORP | 12,440 | $3.6T | 0.22% | |
| 79 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $3.4T | 0.21% | |
| 80 | ADPAUTOMATIC DATA PROCESSING IN | 11,380 | $3.3T | 0.20% | |
| 81 | CATCATERPILLAR INC | 9,154 | $3.3T | 0.20% | |
| 82 | LMTLOCKHEED MARTIN CORP | 6,652 | $3.2T | 0.20% | |
| 83 | VBKVANGUARD INDEX FDS | 11,434 | $3.2T | 0.20% | |
| 84 | ESGDISHARES TR | 41,952 | $3.2T | 0.20% | |
| 85 | LOWLOWES COS INC | 12,777 | $3.2T | 0.19% | |
| 86 | SPEMSPDR INDEX SHS FDS | 81,367 | $3.1T | 0.19% | |
| 87 | VBRVANGUARD INDEX FDS | 15,725 | $3.1T | 0.19% | |
| 88 | COWZPACER FDS TR | 55,089 | $3.1T | 0.19% | |
| 89 | IJSISHARES TR | 27,847 | $3.0T | 0.19% | |
| 90 | CVXCHEVRON CORP NEW | 20,345 | $2.9T | 0.18% | |
| 91 | FNOVFIRST TR EXCHNG TRADED FD VI | 61,386 | $2.9T | 0.18% | |
| 92 | QUALISHARES TR | 16,306 | $2.9T | 0.18% | |
| 93 | VOOVANGUARD INDEX FDS | 5,303 | $2.9T | 0.17% | |
| 94 | JNJJOHNSON & JOHNSON | 19,592 | $2.8T | 0.17% | |
| 95 | VVISA INC | 8,337 | $2.6T | 0.16% | |
| 96 | SBUXSTARBUCKS CORP | 27,382 | $2.5T | 0.15% | |
| 97 | GBTCGRAYSCALE BITCOIN TRUST ETF | 33,455 | $2.5T | 0.15% | |
| 98 | VBVANGUARD INDEX FDS | 10,106 | $2.4T | 0.15% | |
| 99 | BKBANK NEW YORK MELLON CORP | 30,765 | $2.4T | 0.14% | |
| 100 | IWRISHARES TR | 26,726 | $2.4T | 0.14% |
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