Mckinley-Carter-Wealth-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  null,
  "FNDF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  null,
  "GOOGL",
  "VDE",
  null,
  "T",
  "BLK",
  null,
  "AYI",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  null,
  null,
  "GD",
  "GILD",
  "HD",
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  "HUBB",
  "EMXC",
  "ITW",
  "IDA",
  null,
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWS",
  "LIN",
  null,
  "SILA",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  null,
  "GPC",
  "NI",
  null,
  "ORLY",
  null,
  "BX",
  "HSY",
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PEP",
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "PKG",
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  "SHW",
  "ROP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UPS",
  "VO",
  "VV",
  "MVBF",
  "IVOO",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  "TSCO",
  "IWO",
  "IWN",
  null,
  "GPN",
  null,
  null,
  "EW",
  "UBSI",
  "FI",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "AEP",
  "ES",
  "FCF",
  null,
  null,
  null,
  null,
  null,
  null,
  "NVO",
  "VIGI",
  "AMZN",
  "IVE",
  "HCA",
  null,
  "ESGD",
  "DKS",
  "VEU",
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VYMI",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "LNT",
  "DTE",
  null,
  "DVY",
  "SCHG",
  "SCHF",
  "NSC",
  "NXPI",
  null,
  "SO",
  null,
  null,
  "MTUM",
  null,
  null,
  null,
  "DGRO",
  "MCK",
  null,
  "EXR",
  "GWW",
  null,
  "ESGU",
  "KMB",
  "ADP",
  "BK",
  "BRK-A",
  "BRK-B",
  "BNL",
  "CACI",
  "CVX",
  "CINF",
  "CTAS",
  "CSCO",
  "CLX",
  "CHCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "ED",
  "COST",
  "CTVA",
  "CSX",
  "DHR",
  "RSP",
  null,
  "IJT",
  "EFA",
  "J",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 297
Total Value: 1570583761
Accession Number: 0001085146-25-002110
Form Type: 13F-HR
CIK: mckinley-carter-wealth-services
Manager Name: Mckinley-Carter-Wealth-Services

Data Enrichment

67% identified

200 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

297 positions • $1,570,583.761K total value

297 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 11 of 15

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MVB FINANCIAL CORP

MVBF|553810102

Shares:29.9K

Value:$517.5K

921908844

VIG|921908844

Shares:2.6K

Value:$497.4K

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:4.4K

Value:$484.9K

PAYCHEX INC

PAYX|704326107

Shares:3.1K

Value:$481.0K

Prologis, Inc.

PLD|74340W103

Shares:4.3K

Value:$478.7K

Corteva, Inc.

CTVA|22052L104

Shares:7.6K

Value:$475.6K

33740F763

Shares:9.6K

Value:$469.4K

92206C102

VGSH|92206C102

Shares:7.9K

Value:$466.4K

46432F388

Shares:4.3K

Value:$462.9K

78464A409

SPYG|78464A409

Shares:5.7K

Value:$455.7K

46138E214

Shares:15.2K

Value:$453.9K

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.3K

Value:$451.5K

SOUTHERN CO

SO|842587107

Shares:4.8K

Value:$442.5K

464289438

Shares:2.1K

Value:$442.1K

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.6K

Value:$434.2K

78464A631

Shares:2.7K

Value:$433.7K

46137V100

Shares:3.7K

Value:$433.5K

92203J407

BNDX|92203J407

Shares:8.9K

Value:$433.2K

AMGEN INC

AMGN|031162100

Shares:1.4K

Value:$420.9K

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.2K

Value:$413.1K

Instrument	Shares		Other Manager	Value
MVB FINANCIAL CORP(MVBFcusip553810102)	29.9K	QoQ +15.45% (-4.0K) YoY +15.45% (-4.0K)	All Managers (Combined)	$517.5K	QoQ -3.39% (-$18.2K) YoY -10.36% (-$59.8K)
(VIGcusip921908844)	2.6K	QoQ +0.31% (-8) YoY +1.98% (+50)	All Managers (Combined)	$497.4K	QoQ -0.62% (-$3.2K) YoY +8.34% (+$38.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	4.4K	QoQ +0.31% (+14) YoY -0.64% (-29)	All Managers (Combined)	$484.9K	QoQ +18.85% (+$76.9K) YoY +26.09% (-$100.3K)
PAYCHEX INC(PAYXcusip704326107)	3.1K	QoQ +5.48% (+162) YoY -5.19% (-171)	All Managers (Combined)	$481.0K	QoQ +16.05% (+$66.6K) YoY +19.10% (-$77.2K)
Prologis, Inc.(PLDcusip74340W103)	4.3K	QoQ -19.22% (-1.0K) YoY -18.09% (-946)	All Managers (Combined)	$478.7K	QoQ -14.55% (-$81.5K) YoY -29.68% (-$202.1K)
Corteva, Inc.(CTVAcusip22052L104)	7.6K	QoQ +3.08% (+226) YoY +1.86% (+138)	All Managers (Combined)	$475.6K	QoQ +13.88% (+$58.0K) YoY +11.14% (+$47.7K)
(cusip33740F763)✕	9.6K	QoQ +52.89% (+3.3K) YoY +52.89% (+3.3K)	All Managers (Combined)	$469.4K	QoQ +49.88% (+$156.2K) YoY +64.76% (+$184.5K)
(VGSHcusip92206C102)	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$466.4K	QoQ NEW(+$466.4K) YoY NEW(+$466.4K)
(cusip46432F388)✕	4.3K	QoQ -2.03% (-90) YoY -6.68% (-311)	All Managers (Combined)	$462.9K	QoQ -1.06% (-$5.0K) YoY -8.11% (-$40.9K)
(SPYGcusip78464A409)	5.7K	QoQ +0.03% (-2) YoY -11.33% (-725)	All Managers (Combined)	$455.7K	QoQ -8.52% (-$42.5K) YoY -2.58% (-$12.1K)
(cusip46138E214)✕	15.2K	QoQ -56.59% (-19.8K) YoY -54.22% (-18.0K)	All Managers (Combined)	$453.9K	QoQ -54.11% (-$535.3K) YoY -55.31% (-$561.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.3K	QoQ +14.31% (+916) YoY -9.99% (-812)	All Managers (Combined)	$451.5K	QoQ +19.15% (+$72.6K) YoY +11.29% (-$45.8K)
SOUTHERN CO(SOcusip842587107)	4.8K	QoQ -12.73% (-702) YoY -22.84% (-1.4K)	All Managers (Combined)	$442.5K	QoQ -2.53% (-$11.5K) YoY -1.12% (-$5.0K)
(cusip464289438)✕	2.1K	QoQ -9.84% (-229) YoY -14.09% (-344)	All Managers (Combined)	$442.1K	QoQ -19.17% (-$104.9K) YoY -7.12% (-$33.9K)
COLGATE PALMOLIVE CO(CLcusip194162103)	4.6K	QoQ 0.00% (+0) YoY -1.40% (-66)	All Managers (Combined)	$434.2K	QoQ +3.06% (+$12.9K) YoY +2.59% (-$11.0K)
(cusip78464A631)✕	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$433.7K	QoQ -3.09% (-$13.8K) YoY +14.36% (+$54.5K)
(cusip46137V100)✕	3.7K	QoQ -2.28% (-87) YoY +22.48% (+683)	All Managers (Combined)	$433.5K	QoQ -0.73% (-$3.2K) YoY +40.54% (+$125.1K)
(BNDXcusip92203J407)	8.9K	QoQ +87.33% (+4.1K) YoY +54.59% (+3.1K)	All Managers (Combined)	$433.2K	QoQ +86.44% (+$200.9K) YoY +53.44% (+$150.9K)
AMGEN INC(AMGNcusip031162100)	1.4K	QoQ -11.29% (-172) YoY -10.70% (-162)	All Managers (Combined)	$420.9K	QoQ +6.00% (-$23.8K) YoY -2.15% (-$9.3K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.2K	QoQ -28.03% (-466) YoY -27.90% (-463)	All Managers (Combined)	$413.1K	QoQ -17.18% (-$85.7K) YoY -25.33% (-$140.2K)