Portfolio (Quarterly)
Guide ↗
McKinley Carter Wealth Services, Inc.
· CIK 0001484265| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ZTS | ZOETIS INC | Healthcare | 1,698 | $214K | 0.01% | SOLD |
| 22 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 1,599 | $209K | 0.01% | SOLD |
| 23 | CME | CME GROUP INC | Financial Services | 761 | $208K | 0.01% | SOLD |
| 24 | CVS | CVS HEALTH CORP | Healthcare | 2,552 | $203K | 0.01% | SOLD |
| 25 | SYK | STRYKER CORPORATION | Healthcare | 575 | $202K | 0.01% | SOLD |
| 26 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 5,803 | $201K | 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%