Notify me when McKinley Carter Wealth Services, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 319 | $1,789,598,607 | +$115,263,761 | -$229,013,985 | -$113,750,224 | VXUS, IVV, FBND, IWB, AGG | 13F-HR | 05 Feb 2026, 19:55 |
| Q3 2025 | 313 | $1,904,465,807 | +$46,813,522 | -$44,714,908 | +$2,098,614 | VXUS, IVV, IWB, FBND, IEFA | 13F-HR | 03 Nov 2025, 19:53 |
| Q2 2025 | 302 | $1,799,208,688 | +$110,219,989 | -$48,500,560 | +$61,719,429 | VXUS, IVV, IWB, FBND, IEFA | 13F-HR | 24 Jul 2025, 09:43 |
| Q1 2025 | 297 | $1,624,832,623 | +$268,313,547 | -$260,648,415 | +$7,665,132 | VXUS, IVV, IWB, FBND, IEFA | 13F-HR | 15 Apr 2025, 14:51 |
| Q4 2024 | 290 | $1,633,736,535 | +$63,323,825 | -$47,377,765 | +$15,946,060 | IVV, IWB, VEA, FBND, IEFA | 13F-HR | 22 Jan 2025, 18:03 |
| Q3 2024 | 302 | $1,655,197,655 | +$117,985,929 | -$102,349,941 | +$15,635,988 | IVV, IWB, VEA, IEFA, AGG | 13F-HR | 15 Oct 2024, 17:31 |
| Q2 2024 | 297 | $1,569,489,224 | +$118,775,430 | -$53,995,152 | +$64,780,278 | IVV, IWB, AGG, VEA, IEFA | 13F-HR | 09 Aug 2024, 12:58 |
| Q1 2024 | 298 | $1,495,705,314 | +$92,816,865 | -$34,541,150 | +$58,275,715 | IVV, IVE, AGG, VEA, IWB | 13F-HR | 26 Apr 2024, 12:29 |
| Q4 2023 | 301 | $1,365,920,273 | +$91,636,114 | -$105,630,038 | -$13,993,924 | AGG, IVE, IVV, VEA, IWB | 13F-HR | 07 Feb 2024, 17:26 |
| Q3 2023 | 292 | $1,257,108,749 | +$32,480,504 | -$56,057,138 | -$23,576,634 | IVE, VEA, AGG, IVV, IWB | 13F-HR | 13 Oct 2023, 10:37 |
| Q2 2023 | 296 | $1,332,381,343 | +$102,530,083 | -$98,241,367 | +$4,288,716 | VEA, IVE, AGG, IVV, IWB | 13F-HR | 02 Aug 2023, 18:44 |
| Q1 2023 | 295 | $1,279,105,448 | +$118,878,426 | -$76,333,460 | +$42,544,966 | VEA, AGG, IVE, IVV, IWB | 13F-HR | 24 Apr 2023, 21:34 |
| Q4 2022 | 288 | $1,180,286,464 | +$63,259,647 | -$41,312,619 | +$21,947,028 | VEA, AGG, IWB, IGSB, IVV | 13F-HR | 07 Feb 2023, 20:09 |
| Q3 2022 | 282 | $1,075,168,000 | +$91,924,875 | -$72,824,400 | +$19,100,475 | AGG, VEA, IGSB, IWB, IVV | 13F-HR | 24 Oct 2022, 15:45 |
| Q2 2022 | 288 | $1,129,423,000 | +$134,862,387 | -$119,688,665 | +$15,173,722 | VEA, AGG, IGSB, IWB, IVV | 13F-HR | 15 Jul 2022, 09:55 |
| Q1 2022 | 289 | $1,278,393,000 | +$84,921,084 | -$58,534,854 | +$26,386,230 | VEA, AGG, IGSB, IWB, IVV | 13F-HR | 26 Apr 2022, 17:33 |
| Q4 2021 | 288 | $1,340,550,000 | +$97,036,658 | -$41,638,194 | +$55,398,464 | VEA, AGG, IGSB, IWB, MTUM | 13F-HR | 04 Feb 2022, 18:40 |
| Q3 2021 | 284 | $1,219,906,000 | +$108,641,023 | -$81,347,936 | +$27,293,087 | VEA, AGG, IGSB, IWB, MTUM | 13F-HR | 02 Nov 2021, 18:21 |
| Q2 2021 | 284 | $1,208,859,000 | +$95,485,761 | -$108,810,573 | -$13,324,812 | VEA, AGG, IWB, IEMG, MTUM | 13F-HR | 11 Aug 2021, 21:28 |
| Q1 2021 | 283 | $1,169,574,000 | +$425,136,682 | -$52,286,515 | +$372,850,167 | AGG, VEA, IWB, GOVT, MTUM | 13F-HR | 30 Apr 2021, 17:08 |
| Q4 2020 | 264 | $763,028,000 | +$281,127,979 | -$14,515,452 | +$266,612,527 | IWB, QUAL, ARKK, MTUM, IVV | Restatement | 16 Feb 2021, 13:22 |
| Q3 2020 | 139 | $444,921,000 | +$60,377,877 | -$49,014,055 | +$11,363,822 | IWB, QUAL, MTUM, ARKK, IVV | 13F-HR | 14 Oct 2020, 12:31 |
| Q2 2020 | 135 | $408,070,000 | +$67,376,801 | -$62,931,319 | +$4,445,482 | IWB, IVV, MTUM, QUAL, ARKK | 13F-HR | 20 Jul 2020, 17:20 |
| Q1 2020 | 133 | $334,394,000 | +$32,262,216 | -$38,371,164 | -$6,108,948 | IWB, IVV, IJR, IYG, IWP | 13F-HR | 01 May 2020, 16:48 |
| Q4 2019 | 188 | $427,654,000 | +$14,167,040 | -$6,978,073 | +$7,188,967 | IWB, IJR, IVV, IYG, MTUM | 13F-HR | 23 Jan 2020, 17:02 |
| Q3 2019 | 159 | $390,996,000 | +$36,479,136 | -$20,466,393 | +$16,012,743 | IWB, IJR, IVV, IYG, MTUM | 13F-HR | 14 Nov 2019, 15:26 |
| Q2 2019 | 153 | $371,312,000 | +$9,933,772 | -$7,010,371 | +$2,923,401 | IWB, IJR, IYG, IVV, MTUM | 13F-HR | 02 Aug 2019, 17:12 |
| Q1 2019 | 149 | $356,345,000 | +$35,599,781 | -$22,672,068 | +$12,927,713 | IWB, IJR, IYG, IVV, MTUM | 13F-HR | 07 May 2019, 20:41 |
| Q4 2018 | 147 | $302,784,000 | +$39,928,112 | -$26,570,236 | +$13,357,876 | IWB, IYG, IVV, IJR, MTUM | 13F-HR | 13 Feb 2019, 13:26 |
| Q3 2018 | 159 | $337,185,000 | +$10,389,553 | -$5,339,396 | +$5,050,157 | IWB, IYG, IJR, IVV, EMLP | 13F-HR | 06 Nov 2018, 16:38 |
| Q2 2018 | 157 | $310,641,000 | +$27,693,608 | -$32,450,215 | -$4,756,607 | IWB, IYG, IVV, IJR, EMLP | 13F-HR | 07 Dec 2018, 07:33 |
| Q1 2018 | 441 | $305,819,000 | +$38,868,179 | -$16,891,407 | +$21,976,772 | IWB, IYG, RWO, IVV, EMLP | 13F-HR | 17 May 2018, 15:43 |
| Q4 2017 | 153 | $290,839,000 | +$30,641,683 | -$15,670,532 | +$14,971,151 | IWB, IYG, RWO, IVV, EMLP | 13F-HR | 31 Jan 2018, 09:05 |
| Q3 2017 | 145 | $260,579,000 | +$62,705,379 | -$35,229,190 | +$27,476,189 | IWB, IYG, IVV, EMLP, RWO | 13F-HR | 31 Oct 2017, 10:14 |
| Q2 2017 | 130 | $226,111,000 | +$7,620,268 | -$2,069,580 | +$5,550,688 | IWB, VO, IVV, FBT, MTUM | 13F-HR | 08 Aug 2017, 10:12 |
| Q1 2017 | 121 | $215,329,000 | +$8,794,643 | -$1,705,652 | +$7,088,991 | IWB, VO, IVV, FBT, VDC | 13F-HR | 10 May 2017, 11:25 |
| Q4 2016 | 119 | $197,827,000 | +$9,074,725 | -$7,457,054 | +$1,617,671 | IWB, VO, FBT, VDC, MTUM | 13F-HR | 07 Feb 2017, 16:19 |
| Q3 2016 | 121 | $193,962,000 | +$15,577,969 | -$14,130,586 | +$1,447,383 | IWB, VO, FBT, VDC, MTUM | 13F-HR | 07 Nov 2016, 16:40 |
| Q2 2016 | 125 | $192,201,000 | +$12,753,190 | -$5,879,951 | +$6,873,239 | IWB, VO, FBT, VDC, FV | 13F-HR | 01 Aug 2016, 07:45 |
| Q1 2016 | 127 | $180,335,000 | +$17,837,670 | -$11,253,565 | +$6,584,105 | IWB, VO, FBT, VDC, FV | 13F-HR | 13 May 2016, 15:05 |
| Q4 2015 | 115 | $174,632,000 | +$15,069,628 | -$9,511,791 | +$5,557,837 | VO, IWB, FBT, FV, IYG | 13F-HR | 01 Feb 2016, 21:47 |
| Q3 2015 | 110 | $160,655,000 | +$13,815,683 | -$25,130,687 | -$11,315,004 | VO, IWB, FBT, IYG, FV | 13F-HR | 09 Nov 2015, 21:17 |
| Q2 2015 | 122 | $184,337,000 | +$32,706,190 | -$2,623,201 | +$30,082,989 | IWB, VO, PEP, FBT, IYG | 13F-HR | 07 Aug 2015, 17:59 |
| Q1 2015 | 108 | $155,089,000 | +$28,185,904 | -$5,461,211 | +$22,724,693 | IWB, VO, FBT, IWF, IYG | 13F-HR | 06 May 2015, 08:03 |
| Q4 2014 | 93 | $127,794,000 | +$36,554,761 | -$19,676,244 | +$16,878,517 | IWB, FBT, IWF, IYG, XOM | 13F-HR | 04 Feb 2015, 21:37 |
| Q3 2014 | 92 | $105,390,000 | +$23,286,526 | -$13,946,866 | +$9,339,660 | MLPI, FBT, IWB, PXI, RWO | 13F-HR | 21 Oct 2014, 21:29 |
| Q2 2014 | 91 | $94,755,000 | +$9,732,322 | -$7,627,285 | +$2,105,037 | MLPI, FBT, PXI, RWO, IYG | Restatement | 21 Oct 2014, 21:28 |
| Q1 2014 | 93 | $91,825,000 | +$23,547,205 | -$33,528,852 | -$9,981,647 | MLPI, FBT, PXI, IYG, IWF | 13F-HR | 02 May 2014, 06:59 |
| Q4 2013 | 119 | $100,967,000 | $0 | $0 | $0 | MLPI, FBT, UBSI, IWF, XOM | 13F-HR | 29 Jan 2014, 07:37 |