Latest McKinley Carter Wealth Services, Inc. Stock Portfolio

McKinley Carter Wealth Services, Inc. Performance:

2025 Q3: 3.64%YTD: 5.41%2024: 7.55%

Performance for 2025 Q3 is 3.64%, and YTD is 5.41%, and 2024 is 7.55%.

About McKinley Carter Wealth Services, Inc. and 13F Hedge Fund Stock Holdings

McKinley Carter Wealth Services, Inc. is a hedge fund based in WHEELING, WV. On 27-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.9 Billions. In it's latest 13F Holdings report, McKinley Carter Wealth Services, Inc. reported an equity portfolio of $1.9 Billions as of 30 Sep, 2025.

The top stock holdings of McKinley Carter Wealth Services, Inc. are VXUS, IJR, IJR. The fund has invested 6.6% of it's portfolio in VANGUARD STAR FDS and 5.9% of portfolio in ISHARES TR.

The fund managers got completely rid off AIR PRODS & CHEMS INC (APD), VANGUARD MUN BD FDS (VTEB) and HERSHEY CO (HSY) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), GRAINGER W W INC (GWW) and ISHARES TR (AAXJ). McKinley Carter Wealth Services, Inc. opened new stock positions in QUANTA SVCS INC (PWR), ISHARES TR (AAXJ) and AMPHENOL CORP NEW (APH). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHNG TRADED FD VI (AFLG), ECOLAB INC (ECL) and BLACKROCK ETF TRUST II (HYMU).

McKinley Carter Wealth Services, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that McKinley Carter Wealth Services, Inc. made a return of 3.64% in the last quarter. In trailing 12 months, it's portfolio return was 5.65%.

New Buys

Ticker	$ Bought
quanta svcs inc	7,709,460
ishares tr	6,816,190
amphenol corp new	4,993,310
ralph lauren corp	790,485
ishares tr	283,587
pfizer inc	254,377
emerson elec co	241,109
ishares tr	213,250

New stocks bought by McKinley Carter Wealth Services, Inc.

Additions

Ticker	% Inc.
first tr exchng traded fd vi	211
ecolab inc	162
blackrock etf trust ii	72.16
blackrock etf trust ii	59.14
vanguard index fds	35.89
ishares u s etf tr	35.29
intercontinental exchange in	15.95
procter and gamble co	13.9

Additions to existing portfolio by McKinley Carter Wealth Services, Inc.

Reductions

Ticker	% Reduced
unitedhealth group inc	-90.87
grainger w w inc	-58.7
ishares tr	-49.17
ishares tr	-36.71
ishares tr	-34.47
schwab strategic tr	-18.33
vanguard scottsdale fds	-16.64
fiserv inc	-15.5

McKinley Carter Wealth Services, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard mun bd fds	-228,706
target corp	-206,395
hershey co	-221,544
air prods & chems inc	-236,479

McKinley Carter Wealth Services, Inc. got rid off the above stocks

Sector Distribution

McKinley Carter Wealth Services, Inc. has about 72.6% of it's holdings in Others sector.

Sector	%
Others	72.6
Technology	7.6
Industrials	3.6
Consumer Cyclical	3.3
Financial Services	3
Utilities	2.9
Communication Services	2.5
Healthcare	1.8
Consumer Defensive	1.7

Market Cap. Distribution

McKinley Carter Wealth Services, Inc. has about 24.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	72.6
MEGA-CAP	14
LARGE-CAP	10.3
SMALL-CAP	2.5

Stocks belong to which Index?

About 26.4% of the stocks held by McKinley Carter Wealth Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	73.6
S&P 500	23.8
RUSSELL 2000	2.6

Top 5 Winners (%)		%
GOOG	alphabet inc	37.9 %
TSLA	tesla inc	36.8 %
GOOG	alphabet inc	33.9 %
PLTR	palantir technologies inc	33.6 %
RBLX	roblox corp	30.8 %

Top 5 Winners ($)		$
IJR	ishares tr	8.1 M
IJR	ishares tr	7.9 M
AAPL	apple inc	7.0 M
GOOG	alphabet inc	5.4 M
AVGO	broadcom inc	4.9 M

Top 5 Losers (%)		%
ISRG	intuitive surgical inc	-17.7 %
ACN	accenture plc ireland	-17.5 %
INTU	intuit	-13.3 %
PAYX	paychex inc	-12.8 %
CL	colgate palmolive co	-12.1 %

Top 5 Losers ($)		$
INTU	intuit	-2.0 M
NFLX	netflix inc	-1.4 M
COST	costco whsl corp new	-1.1 M
GWW	grainger w w inc	-0.9 M
ACN	accenture plc ireland	-0.6 M

McKinley Carter Wealth Services, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of McKinley Carter Wealth Services, Inc.

McKinley Carter Wealth Services, Inc. has 313 stocks in it's portfolio. About 40.9% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for McKinley Carter Wealth Services, Inc. last quarter.

Last Reported on: 04 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.84	137,908	35,115,600	reduced	-2.24

AAXJ	ishares tr	0.92	335,876	17,539,500	added	5.86

AAXJ	ishares tr	0.36	125,508	6,816,190	new

AAXJ	ishares tr	0.25	49,633	4,722,600	reduced	-2.05

AAXJ	ishares tr	0.23	38,131	4,342,400	reduced	-6.18

AAXJ	ishares tr	0.22	30,023	4,150,330	reduced	-0.16

AAXJ	ishares tr	0.08	28,255	1,498,350	reduced	-5.03

AAXJ	ishares tr	0.06	17,222	1,108,580	unchanged	0.00

AAXJ	ishares tr	0.03	5,728	609,938	reduced	-49.17

AAXJ	ishares tr	0.02	3,768	402,397	reduced	-36.71

AAXJ	ishares tr	0.01	1,572	213,250	new

ABBV	abbvie inc	0.29	24,033	5,564,530	reduced	-0.29

ABT	abbott labs	0.16	22,095	2,959,430	added	3.58

ACN	accenture plc ireland	0.14	11,151	2,749,820	reduced	-6.92

ACWF	ishares tr	0.11	29,902	2,035,730	reduced	-0.06

ACWF	ishares tr	0.03	7,121	512,290	unchanged	0.00

ACWF	ishares tr	0.02	9,458	374,632	unchanged	0.00

ADBE	adobe inc	0.27	14,677	5,177,220	reduced	-1.16

ADP	automatic data processing in	0.17	11,402	3,346,580	reduced	-0.52

AEP	american elec pwr co inc	0.04	6,248	702,925	unchanged	0.00