McKinley Carter Wealth Services, Inc. Diversified Active

Location: Wheeling, WV

CIK: 0001484265 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 2, 2016

Total Value: $175M (100.0% shares, 0.0% debt)

Holdings (115)

VO VANGUARD INDEX FDS 9.2%
Value $16.07M Shares 133,830 Est. Cost $128.37 Unrealized
IWB ISHARES TR 8.9%
Value $15.56M Shares 137,336 Est. Cost $110.50 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 4.5%
Value $7.935M Shares 70,208 Est. Cost $69.93 Unrealized
FV FIRST TR EXCHANGE TRADED FD 3.0%
Value $5.198M Shares 221,298 Est. Cost $23.78 Unrealized
IYG ISHARES TR 2.9%
Value $5.099M Shares 56,669 Est. Cost $85.82 Unrealized
IWF ISHARES TR 2.6%
Value $4.505M Shares 45,287 Est. Cost $80.75 Unrealized
POWERSHARES ETF TRUST 2.3%
Value $3.993M Shares 118,935 Est. Cost $47.36 Unrealized
PEP PEPSICO INC 2.2%
Value $3.76M Shares 37,630 Est. Cost $68.31 Unrealized +7.5%
VDC VANGUARD WORLD FDS 1.8%
Value $3.196M Shares 24,764 Est. Cost $125.40 Unrealized
IVV ISHARES TR 1.8%
Value $3.191M Shares 15,574 Est. Cost $200.59 Unrealized
AAPL APPLE INC 1.8%
Value $3.069M Shares 29,159 Est. Cost $22.38 Unrealized +15.0%
DIS DISNEY WALT CO 1.7%
Value $2.902M Shares 27,613 Est. Cost $75.22 Unrealized +35.9%
XOM EXXON MOBIL CORP 1.6%
Value $2.805M Shares 35,989 Est. Cost $55.46 Unrealized -7.3%
HRL HORMEL FOODS CORP 1.5%
Value $2.633M Shares 33,297 Est. Cost $19.30 Unrealized +44.3%
ORLY O REILLY AUTOMOTIVE INC NEW 1.4%
Value $2.481M Shares 9,791 Est. Cost $9.06 Unrealized +91.3%
EXPRESS SCRIPTS HLDG CO 1.4%
Value $2.414M Shares 27,613 Est. Cost $73.01 Unrealized
SBUX STARBUCKS CORP 1.4%
Value $2.391M Shares 39,837 Est. Cost $36.79 Unrealized +34.3%
FISV FISERV INC 1.4%
Value $2.368M Shares 25,889 Est. Cost $28.55 Unrealized +64.5%
HD HOME DEPOT INC 1.4%
Value $2.366M Shares 17,887 Est. Cost $82.20 Unrealized +21.6%
AMGN AMGEN INC 1.4%
Value $2.362M Shares 14,550 Est. Cost $100.89 Unrealized +15.5%
KMB KIMBERLY CLARK CORP 1.3%
Value $2.307M Shares 18,125 Est. Cost $73.14 Unrealized +16.2%
BARD C R INC 1.3%
Value $2.256M Shares 11,907 Est. Cost $146.43 Unrealized
DLTR DOLLAR TREE INC 1.3%
Value $2.22M Shares 28,744 Est. Cost $57.71 Unrealized +21.2%
IWR ISHARES TR 1.3%
Value $2.199M Shares 13,731 Est. Cost $164.13 Unrealized
DHR DANAHER CORP DEL 1.2%
Value $2.155M Shares 23,202 Est. Cost $31.57 Unrealized +21.1%
CHD CHURCH & DWIGHT INC 1.2%
Value $2.063M Shares 24,305 Est. Cost $30.72 Unrealized +22.1%
UHS UNIVERSAL HLTH SVCS INC 1.2%
Value $2.041M Shares 17,081 Est. Cost $76.68 Unrealized +52.7%
MDY SPDR S&P MIDCAP 400 ETF TR 1.2%
Value $2.038M Shares 8,021 Est. Cost $249.33 Unrealized
TJX TJX COS INC NEW 1.1%
Value $1.995M Shares 28,131 Est. Cost $30.90 Unrealized 0.0%
VALSPAR CORP 1.1%
Value $1.937M Shares 23,350 Est. Cost $72.29 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value $1.935M Shares 13,638 Est. Cost $113.56 Unrealized +14.0%
WALGREENS BOOTS ALLIANCE INC 1.1%
Value $1.921M Shares 22,563 Est. Cost $76.56 Unrealized
HSY HERSHEY CO 1.0%
Value $1.831M Shares 20,509 Est. Cost $75.46 Unrealized -6.7%
ECL ECOLAB INC 1.0%
Value $1.827M Shares 15,976 Est. Cost $99.00 Unrealized +6.3%
IWM ISHARES TR 1.0%
Value $1.797M Shares 15,957 Est. Cost $113.36 Unrealized
ROP ROPER TECHNOLOGIES INC 1.0%
Value $1.781M Shares 9,387 Est. Cost $156.07 Unrealized +10.5%
CERNER CORP 1.0%
Value $1.758M Shares 29,213 Est. Cost $57.59 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.0%
Value $1.752M Shares 29,188 Est. Cost $45.56 Unrealized +25.4%
EFX EQUIFAX INC 1.0%
Value $1.698M Shares 15,246 Est. Cost $98.15 Unrealized 0.0%
AIVL WISDOMTREE TR 0.9%
Value $1.64M Shares 23,338 Est. Cost $63.08 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value $1.636M Shares 13,904 Est. Cost $96.90 Unrealized +2.5%
PG PROCTER & GAMBLE CO 0.9%
Value $1.559M Shares 19,630 Est. Cost $58.19 Unrealized -0.4%
STERICYCLE INC 0.9%
Value $1.54M Shares 12,769 Est. Cost $135.98 Unrealized
IJH ISHARES TR 0.8%
Value $1.384M Shares 9,937 Est. Cost $135.03 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.8%
Value $1.357M Shares 30,089 Est. Cost $42.54 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.8%
Value $1.315M Shares 10,105 Est. Cost $97.96 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.7%
Value $1.202M Shares 13,678 Est. Cost $49.32 Unrealized +6.0%
GENERAL ELECTRIC CO 0.6%
Value $1.129M Shares 36,231 Est. Cost $23.68 Unrealized
MDLZ MONDELEZ INTL INC 0.6%
Value $1.068M Shares 23,825 Est. Cost $28.41 Unrealized +24.9%
VUG VANGUARD INDEX FDS 0.6%
Value $981K Shares 9,217 Est. Cost $100.33 Unrealized
MCD MCDONALDS CORP 0.5%
Value $943K Shares 7,983 Est. Cost $71.77 Unrealized +21.6%
PFE PFIZER INC 0.5%
Value $942K Shares 29,192 Est. Cost $16.77 Unrealized +21.5%
NKE NIKE INC 0.5%
Value $895K Shares 14,317 Est. Cost $35.58 Unrealized +59.3%
TRV TRAVELERS COMPANIES INC 0.5%
Value $869K Shares 7,697 Est. Cost $64.62 Unrealized +37.6%
GILD GILEAD SCIENCES INC 0.5%
Value $847K Shares 8,369 Est. Cost $54.27 Unrealized +34.3%
UNITED TECHNOLOGIES CORP 0.5%
Value $831K Shares 8,646 Est. Cost $105.02 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value $824K Shares 12,481 Est. Cost $42.76 Unrealized +16.2%
MMM 3M CO 0.4%
Value $764K Shares 5,074 Est. Cost $78.31 Unrealized +17.6%
JNJ JOHNSON & JOHNSON 0.4%
Value $762K Shares 7,421 Est. Cost $71.70 Unrealized +5.9%
UBSI UNITED BANKSHARES INC WEST V 0.4%
Value $718K Shares 19,414 Est. Cost $37.24 Unrealized +6.2%
MSFT MICROSOFT CORP 0.4%
Value $712K Shares 12,835 Est. Cost $40.14 Unrealized +14.4%
META FACEBOOK INC 0.4%
Value $681K Shares 6,506 Est. Cost $80.29 Unrealized +27.1%
VFC V F CORP 0.4%
Value $672K Shares 10,799 Est. Cost $48.70 Unrealized +28.2%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $656K Shares 14,202 Est. Cost $27.41 Unrealized -1.8%
T AT&T INC 0.4%
Value $616K Shares 17,890 Est. Cost $11.71 Unrealized +6.2%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $590K Shares 4,287 Est. Cost $102.58 Unrealized -14.7%
GOOGL ALPHABET INC 0.3%
Value $570K Shares 732 Est. Cost $31.95 Unrealized +15.0%
INTU INTUIT 0.3%
Value $556K Shares 5,758 Est. Cost $71.40 Unrealized +25.2%
WFC WELLS FARGO & CO NEW 0.3%
Value $503K Shares 9,257 Est. Cost $39.47 Unrealized +3.5%
MGV VANGUARD WORLD FD 0.3%
Value $493K Shares 8,357 Est. Cost $48.73 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value $481K Shares 5,347 Est. Cost $68.32 Unrealized -14.5%
INTC INTEL CORP 0.3%
Value $478K Shares 13,886 Est. Cost $21.95 Unrealized +21.4%
FDS FACTSET RESH SYS INC 0.3%
Value $467K Shares 2,874 Est. Cost $97.26 Unrealized +55.4%
SPY SPDR S&P 500 ETF TR 0.3%
Value $463K Shares 2,271 Est. Cost $200.95 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value $455K Shares 2,816 Est. Cost $101.17 Unrealized +31.3%
ALEXION PHARMACEUTICALS INC 0.3%
Value $451K Shares 2,362 Est. Cost $93.76 Unrealized
IJR ISHARES TR 0.3%
Value $437K Shares 3,972 Est. Cost $114.29 Unrealized
MO ALTRIA GROUP INC 0.2%
Value $435K Shares 7,470 Est. Cost $22.02 Unrealized +33.8%
CVS CVS HEALTH CORP 0.2%
Value $391K Shares 4,001 Est. Cost $47.92 Unrealized +51.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value $385K Shares 3,683 Est. Cost $66.12 Unrealized +36.1%
PPG PPG INDS INC 0.2%
Value $384K Shares 3,886 Est. Cost $77.21 Unrealized +8.9%
MHK MOHAWK INDS INC 0.2%
Value $383K Shares 2,022 Est. Cost $112.71 Unrealized +70.3%
KHC KRAFT HEINZ CO 0.2%
Value $358K Shares 4,921 Est. Cost $47.82 Unrealized -1.6%
VFH VANGUARD WORLD FDS 0.2%
Value $353K Shares 7,279 Est. Cost $40.66 Unrealized
V VISA INC 0.2%
Value $346K Shares 4,456 Est. Cost $63.20 Unrealized +14.2%
D DOMINION RES INC VA NEW 0.2%
Value $345K Shares 5,101 Est. Cost $41.46 Unrealized +7.6%
AIRGAS INC 0.2%
Value $324K Shares 2,344 Est. Cost $108.72 Unrealized
USB US BANCORP DEL 0.2%
Value $316K Shares 7,401 Est. Cost $29.30 Unrealized +1.0%
ABT ABBOTT LABS 0.2%
Value $300K Shares 6,684 Est. Cost $31.00 Unrealized +17.9%
GOOG ALPHABET INC 0.2%
Value $295K Shares 389 Est. Cost $31.87 Unrealized +11.8%
VTI VANGUARD INDEX FDS 0.2%
Value $292K Shares 2,802 Est. Cost $102.86 Unrealized
UAA UNDER ARMOUR INC 0.2%
Value $290K Shares 3,600 Est. Cost $45.61 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.2%
Value $268K Shares 3,847 Est. Cost $63.49 Unrealized -11.6%
IWS ISHARES TR 0.2%
Value $268K Shares 3,907 Est. Cost $58.40 Unrealized
NFLX NETFLIX INC 0.2%
Value $263K Shares 2,300 Est. Cost $10.26 Unrealized +11.4%
LLY LILLY ELI & CO 0.2%
Value $262K Shares 3,110 Est. Cost $59.45 Unrealized +17.3%
LMT LOCKHEED MARTIN CORP 0.1%
Value $246K Shares 1,132 Est. Cost $146.74 Unrealized +12.7%
DKS DICKS SPORTING GOODS INC 0.1%
Value $243K Shares 6,875 Est. Cost $37.20 Unrealized -14.5%
ABBV ABBVIE INC 0.1%
Value $239K Shares 4,026 Est. Cost $34.79 Unrealized +9.1%
AMZN AMAZON COM INC 0.1%
Value $239K Shares 354 Est. Cost $31.52 Unrealized 0.0%
MRK MERCK & CO INC NEW 0.1%
Value $234K Shares 4,437 Est. Cost $39.61 Unrealized -7.2%
CSCO CISCO SYS INC 0.1%
Value $233K Shares 8,562 Est. Cost $20.28 Unrealized -0.6%
CMCSA COMCAST CORP NEW 0.1%
Value $228K Shares 4,049 Est. Cost $22.99 Unrealized +3.4%
WMT WAL-MART STORES INC 0.1%
Value $228K Shares 3,725 Est. Cost $21.03 Unrealized -20.9%
BLACKROCK INC 0.1%
Value $220K Shares 645 Est. Cost $341.09 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value $219K Shares 3,146 Est. Cost $76.28 Unrealized -17.6%
PRU PRUDENTIAL FINL INC 0.1%
Value $218K Shares 2,674 Est. Cost $53.25 Unrealized -1.2%
CAT CATERPILLAR INC DEL 0.1%
Value $212K Shares 3,122 Est. Cost $64.15 Unrealized -14.9%
GIS GENERAL MLS INC 0.1%
Value $210K Shares 3,646 Est. Cost $38.79 Unrealized +4.3%
NNN NATIONAL RETAIL PPTYS INC 0.1%
Value $210K Shares 5,234 Est. Cost $40.12 Unrealized
CSX CSX CORP 0.1%
Value $203K Shares 7,838 Est. Cost $6.69 Unrealized +16.5%
AEP AMERICAN ELEC PWR INC 0.1%
Value $201K Shares 3,446 Est. Cost $39.64 Unrealized 0.0%
CODI COMPASS DIVERSIFIED HOLDINGS 0.1%
Value $197K Shares 12,384 Est. Cost $8.00 Unrealized +3.4%
POWERSHARES GLOBAL ETF TRUST 0.1%
Value $179K Shares 11,972 Est. Cost $14.95 Unrealized
FCF FIRST COMWLTH FINL CORP PA 0.1%
Value $113K Shares 12,500 Est. Cost $6.18 Unrealized +8.3%