• 13F History

McKinley Carter Wealth Services, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$1.62B
Signature - Title
Brian T. Gongaware - Chief Compliance Officer
Location
Wheeling, WV
Summary
This page shows a list of all the recent 13F filings made by McKinley Carter Wealth Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. McKinley Carter Wealth Services, Inc. reported 297 stock holdings with total value $1.62B as of Q1 2025. Top holdings included VXUS, IVV, IWB, FBND, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 297 $1.62B +$268M -$261M +$7.67M VXUS, IVV, IWB, FBND, IEFA 13F-HR 4/15/2025, 02:51 PM
Q4 2024 290 $1.63B +$63.3M -$47.4M +$15.9M IVV, IWB, VEA, FBND, IEFA 13F-HR 1/22/2025, 06:03 PM
Q3 2024 302 $1.66B +$118M -$102M +$15.6M IVV, IWB, VEA, IEFA, AGG 13F-HR 10/15/2024, 05:31 PM
Q2 2024 297 $1.57B +$119M -$54M +$64.8M IVV, IWB, AGG, VEA, IEFA 13F-HR 8/9/2024, 12:58 PM
Q1 2024 298 $1.5B +$92.8M -$34.5M +$58.3M IVV, IVE, AGG, VEA, IWB 13F-HR 4/26/2024, 12:29 PM
Q4 2023 302 $1.37B +$91.6M -$106M -$14M AGG, IVE, IVV, VEA, IWB 13F-HR 2/7/2024, 05:26 PM
Q3 2023 292 $1.26B +$32.5M -$53.5M -$21M IVE, VEA, AGG, IVV, IWB 13F-HR 10/13/2023, 10:37 AM
Q2 2023 296 $1.33B +$103M -$88M +$14.5M VEA, IVE, AGG, IVV, IWB 13F-HR 8/2/2023, 06:44 PM
Q1 2023 295 $1.28B +$119M -$66.7M +$52.2M VEA, AGG, IVE, IVV, IWB 13F-HR 4/24/2023, 09:34 PM
Q4 2022 288 $1.18B +$63.3M -$37.4M +$25.8M VEA, AGG, IWB, IGSB, IVV 13F-HR 2/7/2023, 07:09 PM
Q3 2022 280 $1.07B +$91.9M -$61.7M +$30.2M AGG, VEA, IGSB, IWB, IVV 13F-HR 10/24/2022, 03:45 PM
Q2 2022 288 $1.13B +$135M -$115M +$20.1M VEA, AGG, IGSB, IWB, IVV 13F-HR 7/15/2022, 09:55 AM
Q1 2022 289 $1.28B +$84.7M -$55.3M +$29.5M VEA, AGG, IGSB, IWB, IVV 13F-HR 4/26/2022, 05:33 PM
Q4 2021 288 $1.34B +$96.6M -$34.7M +$61.9M VEA, AGG, IGSB, IWB, MTUM 13F-HR 2/4/2022, 05:40 PM
Q3 2021 284 $1.22B +$109M -$81.3M +$27.3M VEA, AGG, IGSB, IWB, MTUM 13F-HR 11/2/2021, 06:21 PM
Q2 2021 284 $1.21B +$95.5M -$109M -$13.3M VEA, AGG, IWB, IEMG, MTUM 13F-HR 8/11/2021, 09:28 PM
Q1 2021 283 $1.17B +$425M -$52.3M +$373M AGG, VEA, IWB, GOVT, MTUM 13F-HR 4/30/2021, 05:08 PM
Q4 2020 264 $763M +$281M -$14.3M +$267M IWB, QUAL, ARKK, MTUM, IVV Restatement 2/16/2021, 12:22 PM
Q3 2020 139 $445M +$60.4M -$36.2M +$24.1M IWB, QUAL, MTUM, ARKK, IVV 13F-HR 10/14/2020, 12:31 PM
Q2 2020 135 $408M +$67.4M -$55.3M +$12.1M IWB, IVV, MTUM, QUAL, ARKK 13F-HR 7/20/2020, 05:20 PM
Q1 2020 133 $334M +$32.3M -$21.3M +$11M IWB, IVV, IJR, IYG, IWP 13F-HR 5/1/2020, 04:48 PM
Q4 2019 188 $428M +$14.2M -$5.37M +$8.8M IWB, IJR, IVV, IYG, MTUM 13F-HR 1/23/2020, 04:02 PM
Q3 2019 159 $391M +$36.5M -$8.07M +$28.4M IWB, IJR, IVV, IYG, MTUM 13F-HR 11/14/2019, 02:26 PM
Q2 2019 153 $371M +$9.93M -$6.05M +$3.88M IWB, IJR, IYG, IVV, MTUM 13F-HR 8/2/2019, 05:12 PM
Q1 2019 149 $356M +$35.6M -$18.3M +$17.3M IWB, IJR, IYG, IVV, MTUM 13F-HR 5/7/2019, 08:41 PM
Q4 2018 147 $303M +$39.9M -$23.1M +$16.8M IWB, IYG, IVV, IJR, MTUM 13F-HR 2/13/2019, 12:26 PM
Q3 2018 159 $337M +$10.4M -$5.13M +$5.26M IWB, IYG, IJR, IVV, EMLP 13F-HR 11/6/2018, 03:38 PM
Q2 2018 157 $311M +$27.7M -$16.4M +$11.3M IWB, IYG, IVV, IJR, EMLP 13F-HR 12/7/2018, 06:33 AM
Q1 2018 432 $306M +$38.9M -$16.9M +$22M IWB, IYG, RWO, IVV, EMLP 13F-HR 5/17/2018, 03:43 PM
Q4 2017 152 $291M +$30.6M -$12.2M +$18.5M IWB, IYG, RWO, IVV, EMLP 13F-HR 1/31/2018, 08:05 AM
Q3 2017 144 $260M +$62.7M -$32.2M +$30.5M IWB, IYG, IVV, EMLP, RWO 13F-HR 10/31/2017, 10:14 AM
Q2 2017 130 $226M +$7.62M -$2.07M +$5.55M IWB, VO, IVV, FBT, MTUM 13F-HR 8/8/2017, 10:12 AM
Q1 2017 121 $215M +$8.79M -$1.2M +$7.59M IWB, VO, IVV, FBT, VDC 13F-HR 5/10/2017, 11:25 AM
Q4 2016 119 $198M +$9.07M -$4.71M +$4.37M IWB, VO, FBT, VDC, MTUM 13F-HR 2/7/2017, 03:19 PM
Q3 2016 120 $194M +$15.6M -$10.1M +$5.49M IWB, VO, FBT, VDC, MTUM 13F-HR 11/7/2016, 03:40 PM
Q2 2016 125 $192M +$12.8M -$3.94M +$8.81M IWB, VO, FBT, VDC, FV 13F-HR 8/1/2016, 07:45 AM
Q1 2016 127 $180M +$17.8M -$9.85M +$7.99M IWB, VO, FBT, VDC, FV 13F-HR 5/13/2016, 03:05 PM
Q4 2015 115 $175M +$15.1M -$6.73M +$8.34M VO, IWB, FBT, FV, IYG 13F-HR 2/1/2016, 08:47 PM
Q3 2015 110 $161M +$13.8M -$18.3M -$4.49M VO, IWB, FBT, IYG, FV 13F-HR 11/9/2015, 08:17 PM
Q2 2015 122 $184M +$32.7M -$2.38M +$30.3M IWB, VO, PEP, FBT, IYG 13F-HR 8/7/2015, 05:59 PM
Q1 2015 108 $155M +$28.2M -$5.05M +$23.1M IWB, VO, FBT, IWF, IYG 13F-HR 5/6/2015, 08:03 AM
Q4 2014 93 $128M +$36.6M -$1.97M +$34.6M IWB, FBT, IWF, IYG, XOM 13F-HR 2/4/2015, 08:37 PM
Q3 2014 92 $105M +$23.3M -$3.51M +$19.8M MLPI, FBT, IWB, PXIXXXX, RWO 13F-HR 10/21/2014, 09:29 PM
Q2 2014 90 $94.8M +$9.73M -$1.52M +$8.21M MLPI, FBT, PXIXXXX, RWO, IYG Restatement 10/21/2014, 09:28 PM
Q1 2014 93 $91.8M +$23.5M -$25M -$1.43M MLPI, FBT, PXIXXXX, IYG, IWF 13F-HR 5/2/2014, 06:59 AM
Q4 2013 118 $101M MLPI, FBT, UBSI, IWF, XOM 13F-HR 1/29/2014, 06:37 AM