McKinley Carter Wealth Services, Inc. Portfolio Holdings
Q3 2025•311 long positions•$1.9B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding315 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $126.4M 6.64% | +$722.0K Bought | — 1.7M shares | 1.7M → 1.7M +$722.0K | +0.57% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $112.0M 5.89% | +$645.9K Bought | — 167.3K shares | 166.3K → 167.3K +$645.9K | +0.58% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $110.6M 5.81% | -$461.6K Sold | — 302.5K shares | 303.8K → 302.5K −$461.6K | -0.42% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $97.7M 5.14% | +$5.3M Bought | — 2.1M shares | 2.0M → 2.1M +$5.3M | +5.76% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $74.4M 3.91% | -$175.5K Sold | — 851.8K shares | 853.8K → 851.8K −$175.5K | -0.24% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $64.9M 3.41% | +$403.0K Bought | — 647.5K shares | 643.5K → 647.5K +$403.0K | +0.62% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $58.6M 3.08% | -$1.3M Sold | — 977.8K shares | 999.2K → 977.8K −$1.3M | -2.13% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $46.4M 2.44% | -$1.7M Sold | — 444.4K shares | 461.1K → 444.4K −$1.7M | -3.61% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $45.7M 2.4% | +$1.1M Bought | — 2.0M shares | 1.9M → 2.0M +$1.1M | +2.45% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $44.4M 2.33% | +$708.7K Bought | — 322.2K shares | 317.0K → 322.2K +$708.7K | +1.62% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $35.1M 1.85% | -$805.4K Sold | 0.001% 137.9K shares | 141.1K → 137.9K −$805.4K | -2.24% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $29.6M 1.55% | -$946.6K Sold | — 143.2K shares | 147.8K → 143.2K −$946.6K | -3.1% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $28.5M 1.5% | +$427.4K Bought | — 432.8K shares | 426.3K → 432.8K +$427.4K | +1.52% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $28.2M 1.48% | -$1.8M Sold | 0.002% 85.4K shares | 90.9K → 85.4K −$1.8M | -5.99% | $1.56T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $27.2M 1.43% | -$623.5K Sold | — 96.4K shares | 98.6K → 96.4K −$623.5K | -2.24% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $25.9M 1.36% | -$488.2K Sold | — 383.8K shares | 391.0K → 383.8K −$488.2K | -1.85% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.6M 1.29% | -$208.0K Sold | — 52.6K shares | 53.0K → 52.6K −$208.0K | -0.84% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $24.6M 1.29% | -$536.8K Sold | — 571.7K shares | 584.2K → 571.7K −$536.8K | -2.14% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $23.9M 1.26% | -$397.8K Sold | 0.001% 46.1K shares | 46.9K → 46.1K −$397.8K | -1.64% | $3.85T Mega Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $23.9M 1.25% | +$588.2K Bought | — 365.6K shares | 356.6K → 365.6K +$588.2K | +2.53% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $23.8M 1.25% | +$806.9K Bought | — 465.2K shares | 449.5K → 465.2K +$806.9K | +3.5% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $22.6M 1.19% | -$11.9M Sold | — 135.9K shares | 207.4K → 135.9K −$11.9M | -34.47% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $22.3M 1.17% | -$400.4K Sold | — 414.4K shares | 421.9K → 414.4K −$400.4K | -1.76% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.2M 1.11% | +$961.4K Bought | — 152.2K shares | 145.2K → 152.2K +$961.4K | +4.76% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $19.2M 1.01% | -$316.8K Sold | 0.001% 79.0K shares | 80.3K → 79.0K −$316.8K | -1.62% | $2.95T Mega Cap | Q1 2015 Held for 10y 8m | |
ETF ETF | $18.3M 0.963% | -$8.1K Sold | — 221.8K shares | 221.9K → 221.8K −$8.1K | -0.04% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $18.2M 0.955% | +$300.2K Bought | — 152.9K shares | 150.4K → 152.9K +$300.2K | +1.68% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $17.5M 0.922% | +$970.9K Bought | — 335.9K shares | 317.3K → 335.9K +$970.9K | +5.86% | — — | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $15.8M 0.829% | -$187.0K Sold | 0.004% 17.0K shares | 17.3K → 17.0K −$187.0K | -1.17% | $410.27B Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $14.4M 0.758% | -$136.2K Sold | 0.0% 77.3K shares | 78.0K → 77.3K −$136.2K | -0.94% | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $13.6M 0.714% | -$303.6K Sold | 0.015% 126.0K shares | 128.8K → 126.0K −$303.6K | -2.19% | $91.5B Large Cap | Q4 2013 Held for 11y 11m | |
Software - Application Technology | $12.6M 0.665% | -$116.1K Sold | 0.007% 18.5K shares | 18.7K → 18.5K −$116.1K | -0.91% | $190.40B Large Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $12.6M 0.663% | -$189.3K Sold | — 169.6K shares | 172.2K → 169.6K −$189.3K | -1.48% | — — | Q4 2020 Held for 4y 11m | |
Apparel - Retail Consumer Cyclical | $12.4M 0.65% | -$39.9K Sold | 0.008% 85.6K shares | 85.8K → 85.6K −$39.9K | -0.32% | $160.86B Large Cap | Q4 2015 Held for 9y 11m | |
Financial - Credit Services Financial Services | $11.8M 0.619% | -$113.8K Sold | 0.002% 20.7K shares | 20.9K → 20.7K −$113.8K | -0.96% | $514.21B Mega Cap | Q1 2016 Held for 9y 8m | |
Home Improvement Consumer Cyclical | $11.6M 0.611% | -$74.1K Sold | 0.003% 28.7K shares | 28.9K → 28.7K −$74.1K | -0.63% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $11.5M 0.603% | +$230.6K Bought | 0.001% 15.6K shares | 15.3K → 15.6K +$230.6K | +2.05% | $1.84T Mega Cap | Q1 2015 Held for 10y 8m | |
Entertainment Communication Services | $11.4M 0.599% | -$363.3K Sold | 0.002% 9.5K shares | 9.8K → 9.5K −$363.3K | -3.09% | $509.45B Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $11.1M 0.582% | -$67.0K Sold | 0.0% 50.4K shares | 50.7K → 50.4K −$67.0K | -0.6% | $2.34T Mega Cap | Q4 2015 Held for 9y 11m | |
Medical - Distribution Healthcare | $11.1M 0.582% | -$165.3K Sold | 0.012% 14.3K shares | 14.5K → 14.3K −$165.3K | -1.47% | $96.1B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $10.5M 0.552% | -$79.9K Sold | — 31.6K shares | 31.8K → 31.6K −$79.9K | -0.75% | — — | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $10.5M 0.549% | +$67.8K Bought | 0.095% 21.0K shares | 20.8K → 21.0K +$67.8K | +0.65% | $11.0B Large Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $10.1M 0.533% | +$128.3K Bought | — 113.6K shares | 112.2K → 113.6K +$128.3K | +1.28% | — — | Q1 2021 Held for 4y 8m | |
Insurance - Brokers Financial Services | $10.0M 0.527% | -$13.0K Sold | 0.013% 32.4K shares | 32.4K → 32.4K −$13.0K | -0.13% | $79.4B Large Cap | Q3 2022 Held for 3y 2m | |
Waste Management Industrials | $10.0M 0.526% | -$12.1K Sold | 0.011% 45.3K shares | 45.4K → 45.3K −$12.1K | -0.12% | $89.0B Large Cap | Q3 2017 Held for 8y 2m | |
ETF ETF | $10.0M 0.526% | +$105.9K Bought | — 171.9K shares | 170.1K → 171.9K +$105.9K | +1.07% | — — | Q1 2023 Held for 2y 8m | |
Engineering & Construction Industrials | $9.5M 0.501% | -$52.6K Sold | 0.053% 63.6K shares | 63.9K → 63.6K −$52.6K | -0.55% | $17.9B Large Cap | Q3 2019 Held for 6y 2m | |
Chemicals - Specialty Basic Materials | $9.4M 0.491% | -$118.8K Sold | 0.004% 19.7K shares | 19.9K → 19.7K −$118.8K | -1.25% | $222.73B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.1M 0.476% | +$2.4M Bought | — 14.8K shares | 10.9K → 14.8K +$2.4M | +35.89% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.9M 0.466% | -$39.3K Sold | — 18.5K shares | 18.6K → 18.5K −$39.3K | -0.44% | — — | Q4 2020 Held for 4y 11m |
