Portfolio (Quarterly)
Guide ↗
McKinley Carter Wealth Services, Inc.
· CIK 0001484265| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CTAS | CINTAS CORP | Industrials | 3,806 | $716K | 0.04% | SOLD |
| 2 | HCA | HCA HEALTHCARE INC | Healthcare | 1,199 | $560K | 0.03% | SOLD |
| 3 | PLD | PROLOGIS INC. | Real Estate | 3,767 | $481K | 0.03% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 4,911 | $451K | 0.03% | SOLD |
| 5 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 5,283 | $450K | 0.03% | SOLD |
| 6 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 782 | $443K | 0.03% | SOLD |
| 7 | CINF | CINCINNATI FINL CORP | Financial Services | 2,563 | $419K | 0.02% | SOLD |
| 8 | DIS | DISNEY WALT CO | Communication Services | 3,480 | $396K | 0.02% | SOLD |
| 9 | PAYX | PAYCHEX INC | Industrials | 3,119 | $350K | 0.02% | SOLD |
| 10 | SILA | SILA REALTY TRUST INC | Real Estate | 13,980 | $326K | 0.02% | SOLD |
| 11 | NKE | NIKE INC | Consumer Cyclical | 4,923 | $314K | 0.02% | SOLD |
| 12 | FISV | FISERV INC | Technology | 4,663 | $313K | 0.02% | SOLD |
| 13 | ASML | ASML HOLDING N V | Technology | 266 | $285K | 0.02% | SOLD |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,259 | $277K | 0.01% | SOLD |
| 15 | ADBE | ADOBE INC | Technology | 754 | $264K | 0.01% | SOLD |
| 16 | NXPI | NXP SEMICONDUCTORS N V | Technology | 1,170 | $254K | 0.01% | SOLD |
| 17 | EMR | EMERSON ELEC CO | Industrials | 1,838 | $244K | 0.01% | SOLD |
| 18 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 5,860 | $236K | 0.01% | SOLD |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | — | 3,923 | $219K | 0.01% | SOLD |
| 20 | PFE | PFIZER INC | Healthcare | 8,701 | $217K | 0.01% | SOLD |
Sector Allocation
Technology
25.9%
Industrials
17.0%
Consumer Cyclical
13.9%
Financial Services
13.6%
Communication Services
8.8%
Healthcare
7.6%
Consumer Defensive
6.8%
Basic Materials
2.8%
Utilities
2.0%
Energy
1.5%