0001085146-21-001399.txt : 20210430
0001085146-21-001399.hdr.sgml : 20210430
20210430170814
ACCESSION NUMBER: 0001085146-21-001399
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210430
DATE AS OF CHANGE: 20210430
EFFECTIVENESS DATE: 20210430
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: McKinley Carter Wealth Services, Inc.
CENTRAL INDEX KEY: 0001484265
IRS NUMBER: 542111721
STATE OF INCORPORATION: WV
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13853
FILM NUMBER: 21879497
BUSINESS ADDRESS:
STREET 1: 2100 MARKET STREET
CITY: WHEELING
STATE: WV
ZIP: 26003
BUSINESS PHONE: 304-230-2400
MAIL ADDRESS:
STREET 1: 2100 MARKET STREET
CITY: WHEELING
STATE: WV
ZIP: 26003
13F-HR
1
primary_doc.xml
13F-HR
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0001484265
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03-31-2021
03-31-2021
false
McKinley Carter Wealth Services, Inc.
2100 MARKET STREET
WHEELING
WV
26003
13F HOLDINGS REPORT
028-13853
N
Brian T. Gongaware
Chief Compliance Officer
724-940-4400
/s/Brian T. Gongaware
Wexford
PA
04-30-2021
0
283
1169574
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28935
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SOLE
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4796
51572
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SOLE
41305
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ADOBE SYSTEMS INCORPORATED
COM
00724F101
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1518
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SOLE
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COM
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1990
0
0
MONDELEZ INTL INC
CL A
609207105
311
5316
SH
SOLE
226
0
5090
MVB FINL CORP
COM
553810102
875
25876
SH
SOLE
25876
0
0
NATIONAL RETAIL PROPERTIES I
COM
637417106
313
7108
SH
SOLE
2586
0
4522
NETFLIX INC
COM
64110L106
4530
8684
SH
SOLE
7217
0
1467
NEXTERA ENERGY INC
COM
65339F101
971
12842
SH
SOLE
556
0
12286
NIKE INC
CL B
654106103
648
4878
SH
SOLE
4132
0
746
NISOURCE INC
COM
65473P105
244
10123
SH
SOLE
0
0
10123
NXP SEMICONDUCTORS N V
COM
N6596X109
236
1170
SH
SOLE
1170
0
0
ORACLE CORP
COM
68389X105
367
5220
SH
SOLE
1748
0
3472
OREILLY AUTOMOTIVE INC
COM
67103H107
5194
10239
SH
SOLE
8613
0
1626
PACKAGING CORP AMER
COM
695156109
492
3661
SH
SOLE
0
0
3661
PAYCHEX INC
COM
704326107
351
3578
SH
SOLE
3578
0
0
PEPSICO INC
COM
713448108
3037
21465
SH
SOLE
13086
0
8379
PFIZER INC
COM
717081103
2273
62730
SH
SOLE
35896
0
26835
PHILIP MORRIS INTL INC
COM
718172109
342
3861
SH
SOLE
3131
0
730
PIMCO ETF TR
ACTIVE BD ETF
72201R775
470
4298
SH
SOLE
4133
0
165
PNC FINL SVCS GROUP INC
COM
693475105
243
1385
SH
SOLE
17
0
1368
PRICE T ROWE GROUP INC
COM
74144T108
1390
8100
SH
SOLE
6532
0
1568
PROCTER AND GAMBLE CO
COM
742718109
4875
35998
SH
SOLE
16367
0
19631
PROGRESSIVE CORP
COM
743315103
559
5854
SH
SOLE
5601
0
253
PROLOGIS INC.
COM
74340W103
476
4494
SH
SOLE
4494
0
0
PROSHARES TR
S&P 500 DV ARIST
74348A467
1319
15287
SH
SOLE
11233
0
4054
QUALCOMM INC
COM
747525103
5105
38504
SH
SOLE
31564
0
6940
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
397
5147
SH
SOLE
3818
0
1329
REALTY INCOME CORP
COM
756109104
1257
19802
SH
SOLE
14372
0
5430
ROPER TECHNOLOGIES INC
COM
776696106
3322
8236
SH
SOLE
6460
0
1777
RPM INTL INC
COM
749685103
4333
47174
SH
SOLE
37662
0
9512
S&P GLOBAL INC
COM
78409V104
4745
13445
SH
SOLE
11041
0
2404
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
402
12650
SH
SOLE
3268
0
9382
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
9593
255004
SH
SOLE
226473
0
28531
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1142
15656
SH
SOLE
0
0
15656
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
846
8812
SH
SOLE
5789
0
3023
SELECT SECTOR SPDR TR
ENERGY
81369Y506
244
4980
SH
SOLE
3656
0
1324
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
477
3589
SH
SOLE
811
0
2778
SHERWIN WILLIAMS CO
COM
824348106
448
606
SH
SOLE
490
0
116
SOUTHERN CO
COM
842587107
1542
24810
SH
SOLE
16825
0
7985
SPDR GOLD TR
GOLD SHS
78463V107
380
2373
SH
SOLE
535
0
1838
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
2983
84367
SH
SOLE
73746
0
10620
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
5348
122144
SH
SOLE
107765
0
14379
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
1345
35252
SH
SOLE
34554
0
698
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2532
6387
SH
SOLE
3763
0
2624
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1615
3393
SH
SOLE
1436
0
1957
SPDR SER TR
AEROSPACE DEF
78464A631
462
3676
SH
SOLE
0
0
3676
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
346
4146
SH
SOLE
0
0
4146
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
1266
11639
SH
SOLE
0
0
11639
SPDR SER TR
PORTFLI INTRMDIT
78464A672
278
8662
SH
SOLE
0
0
8662
SPDR SER TR
PORTFOLI S&P1500
78464A805
432
8781
SH
SOLE
0
0
8781
SPDR SER TR
PORTFOLIO LN COR
78464A367
586
19422
SH
SOLE
0
0
19422
SPDR SER TR
PORTFOLIO S&P400
78464A847
1387
30319
SH
SOLE
14995
0
15324
SPDR SER TR
PORTFOLIO S&P500
78464A854
5699
122264
SH
SOLE
94849
0
27415
SPDR SER TR
PORTFOLIO S&P600
78468R853
342
8078
SH
SOLE
5853
0
2226
SPDR SER TR
PORTFOLIO SH TSR
78468R101
266
8674
SH
SOLE
6215
0
2459
SPDR SER TR
PRTFLO S&P500 GW
78464A409
565
10006
SH
SOLE
720
0
9286
SPDR SER TR
PRTFLO S&P500 VL
78464A508
220
5803
SH
SOLE
0
0
5803
SPDR SER TR
S&P 600 SMCP GRW
78464A201
992
11556
SH
SOLE
0
0
11556
SPDR SER TR
S&P 600 SMCP VAL
78464A300
1299
15837
SH
SOLE
0
0
15837
STANLEY BLACK & DECKER INC
COM
854502101
469
2347
SH
SOLE
0
0
2347
STARBUCKS CORP
COM
855244109
7340
67178
SH
SOLE
54137
0
13041
STREAMLINE HEALTH SOLUTIONS
COM
86323X106
185
90000
SH
SOLE
0
0
90000
TARGET CORP
COM
87612E106
2164
10925
SH
SOLE
8663
0
2262
TESLA INC
COM
88160R101
557
834
SH
SOLE
584
0
250
TEXAS INSTRS INC
COM
882508104
1749
9252
SH
SOLE
6561
0
2691
THERMO FISHER SCIENTIFIC INC
COM
883556102
6431
14090
SH
SOLE
11488
0
2602
TJX COS INC NEW
COM
872540109
5007
75691
SH
SOLE
61483
0
14208
TRACTOR SUPPLY CO
COM
892356106
5381
30385
SH
SOLE
25760
0
4625
TRAVELERS COMPANIES INC
COM
89417E109
333
2212
SH
SOLE
1311
0
901
UNITED BANKSHARES INC WEST V
COM
909907107
1283
33245
SH
SOLE
32314
0
931
UNITED PARCEL SERVICE INC
CL B
911312106
269
1578
SH
SOLE
27
0
1551
UNITEDHEALTH GROUP INC
COM
91324P102
5939
15962
SH
SOLE
13288
0
2674
US BANCORP DEL
COM NEW
902973304
1753
31694
SH
SOLE
20377
0
11317
VANECK VECTORS ETF TR
FALLEN ANGEL HG
92189F437
2973
93100
SH
SOLE
0
0
93100
VANGUARD ADMIRAL FDS INC
MIDCP 400 IDX
921932885
758
4295
SH
SOLE
0
0
4295
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
3742
44170
SH
SOLE
9191
0
34980
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
6313
110528
SH
SOLE
0
0
110528
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
238
1345
SH
SOLE
0
0
1345
VANGUARD INDEX FDS
GROWTH ETF
922908736
7774
30247
SH
SOLE
0
0
30247
VANGUARD INDEX FDS
MID CAP ETF
922908629
3372
15236
SH
SOLE
2920
0
12316
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3336
36315
SH
SOLE
145
0
36170
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
737
2022
SH
SOLE
550
0
1472
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
8723
52674
SH
SOLE
0
0
52674
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1101
5145
SH
SOLE
1920
0
3225
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
6346
23105
SH
SOLE
0
0
23105
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1440
6970
SH
SOLE
1339
0
5631
VANGUARD INDEX FDS
VALUE ETF
922908744
3195
24303
SH
SOLE
237
0
24066
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
1274
20997
SH
SOLE
2978
0
18019
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6784
130339
SH
SOLE
65906
0
64433
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
4452
66217
SH
SOLE
0
0
66217
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
478
5133
SH
SOLE
0
0
5133
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
712
7036
SH
SOLE
63
0
6973
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
449
8414
SH
SOLE
406
0
8008
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
302
3668
SH
SOLE
0
0
3668
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
14847
111687
SH
SOLE
93338
0
18349
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
213
1450
SH
SOLE
0
0
1450
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
68993
1404870
SH
SOLE
969335
0
435535
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
335
3316
SH
SOLE
0
0
3316
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
2162
12131
SH
SOLE
700
0
11431
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
372
4404
SH
SOLE
4087
0
316
VANGUARD WORLD FDS
INF TECH ETF
92204A702
208
579
SH
SOLE
63
0
516
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
694
4011
SH
SOLE
0
0
4011
VERIZON COMMUNICATIONS INC
COM
92343V104
2302
39601
SH
SOLE
25409
0
14192
VISA INC
COM CL A
92826C839
937
4426
SH
SOLE
3575
0
851
WALMART INC
COM
931142103
641
4716
SH
SOLE
2695
0
2021
WASTE MGMT INC DEL
COM
94106L109
4978
38590
SH
SOLE
30872
0
7718
WEC ENERGY GROUP INC
COM
92939U106
228
2430
SH
SOLE
19
0
2411
WESTERN UN CO
COM
959802109
236
9585
SH
SOLE
0
0
9585
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
946
21315
SH
SOLE
20335
0
980
WISDOMTREE TR
US DIVID EX FNCL
97717W406
523
5543
SH
SOLE
5543
0
0
WISDOMTREE TR
US MIDCAP DIVID
97717W505
265
6560
SH
SOLE
0
0
6560
WISDOMTREE TR
US MIDCAP FUND
97717W570
458
8991
SH
SOLE
0
0
8991
XCEL ENERGY INC
COM
98389B100
268
4029
SH
SOLE
4029
0
0
YORK WTR CO
COM
987184108
392
8000
SH
SOLE
8000
0
0
ZOETIS INC
CL A
98978V103
368
2338
SH
SOLE
2312
0
26