Portfolio (Quarterly)
Guide ↗
McKinley Carter Wealth Services, Inc.
· CIK 0001484265| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | NOBL | PROSHARES TR | — | 2,451.0 | $260K | 0.01% | -1K | -31.8% | $106.00 | +1.7% |
| 142 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,539.0 | $255K | 0.01% | -513.0 | -25.0% | $165.37 | +14.3% |
| 143 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,708.0 | $250K | 0.01% | -18.0 | -1.0% | $146.28 | -6.4% |
| 144 | BLK | BLACKROCK INC | Financial Services | 258.0 | $248K | 0.01% | -160.0 | -38.3% | $961.71 | +11.6% |
| 145 | SCHE | SCHWAB STRATEGIC TR | — | 7,506.0 | $247K | 0.01% | -1K | -12.5% | $32.95 | +8.5% |
| 146 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 2,880.0 | $245K | 0.01% | -2K | -38.5% | $85.23 | +6.3% |
| 147 | DHR | DANAHER CORP DEL | Healthcare | 1,273.0 | $241K | 0.01% | -2K | -56.2% | $189.57 | -9.3% |
| 148 | AOM | ISHARES TR | — | 5,013.0 | $237K | 0.01% | -211.0 | -4.0% | $47.37 | +4.3% |
| 149 | IDHQ | INVESCO EXCH TRADED FD TR II | — | 6,670.0 | $236K | 0.01% | -5K | -42.2% | $35.37 | +13.9% |
| 150 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 867.0 | $235K | 0.01% | -304.0 | -26.0% | $270.52 | +43.6% |
| 151 | BX | BLACKSTONE INC | Financial Services | 2,013.0 | $231K | 0.01% | -3K | -57.9% | $114.97 | +3.1% |
| 152 | EZM | WISDOMTREE TR | — | 3,410.0 | $229K | 0.01% | -206.0 | -5.7% | $67.22 | +8.0% |
| 153 | VYM | VANGUARD WHITEHALL FDS | — | 1,467.0 | $217K | 0.01% | -360.0 | -19.7% | $148.10 | +7.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%