0001085146-18-002816.txt : 20181207
0001085146-18-002816.hdr.sgml : 20181207
20181207073324
ACCESSION NUMBER: 0001085146-18-002816
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20181207
DATE AS OF CHANGE: 20181207
EFFECTIVENESS DATE: 20181207
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: 181222174
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
LIVE
false
false
false
0001484265
XXXXXXXX
06-30-2018
06-30-2018
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
12-06-2018
0
157
310641
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
3072
15618
SH
SOLE
15618
0
0
ABBOTT LABS
COM
002824100
2216
36342
SH
SOLE
36342
0
0
ABBVIE INC
COM
00287Y109
866
9342
SH
SOLE
9342
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
3251
19871
SH
SOLE
19871
0
0
ADOBE SYS INC
COM
00724F101
346
1421
SH
SOLE
1421
0
0
AIR PRODS & CHEMS INC
COM
009158106
438
2812
SH
SOLE
2812
0
0
ALEXION PHARMACEUTICALS INC
COM
015351109
286
2300
SH
SOLE
2300
0
0
ALLEGIANT TRAVEL CO
COM
01748X102
209
1503
SH
SOLE
1503
0
0
ALPHABET INC
CAP STK CL C
02079K107
446
400
SH
SOLE
400
0
0
ALPHABET INC
CAP STK CL A
02079K305
1086
962
SH
SOLE
962
0
0
ALTRIA GROUP INC
COM
02209S103
696
12262
SH
SOLE
12262
0
0
AMAZON COM INC
COM
023135106
1236
727
SH
SOLE
727
0
0
AMERICAN ELEC PWR INC
COM
025537101
518
7481
SH
SOLE
7481
0
0
AMGEN INC
COM
031162100
427
2313
SH
SOLE
2313
0
0
APPLE INC
COM
037833100
6968
37642
SH
SOLE
37642
0
0
APTARGROUP INC
COM
038336103
345
3692
SH
SOLE
3692
0
0
ARES CAP CORP
COM
04010L103
166
10091
SH
SOLE
10091
0
0
ARK ETF TR
INNOVATION ETF
00214Q104
415
9221
SH
SOLE
9221
0
0
AT&T INC
COM
00206R102
1309
40751
SH
SOLE
40751
0
0
AVANGRID INC
COM
05351W103
222
4189
SH
SOLE
4189
0
0
BANK AMER CORP
COM
060505104
209
7399
SH
SOLE
7399
0
0
BANK NEW YORK MELLON CORP
COM
064058100
257
4768
SH
SOLE
4768
0
0
BECTON DICKINSON & CO
COM
075887109
3201
13363
SH
SOLE
13363
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
846
3
SH
SOLE
3
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
323
1732
SH
SOLE
1732
0
0
BLACKROCK INC
COM
09247X101
632
1267
SH
SOLE
1267
0
0
BRINKER INTL INC
COM
109641100
2350
49366
SH
SOLE
49366
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
1938
33824
SH
SOLE
33824
0
0
CATERPILLAR INC DEL
COM
149123101
1621
11946
SH
SOLE
11946
0
0
CERNER CORP
COM
156782104
2153
36004
SH
SOLE
36004
0
0
CHEVRON CORP NEW
COM
166764100
770
6090
SH
SOLE
6090
0
0
CHURCH & DWIGHT INC
COM
171340102
361
6797
SH
SOLE
6797
0
0
CINCINNATI FINL CORP
COM
172062101
525
7859
SH
SOLE
7859
0
0
CISCO SYS INC
COM
17275R102
806
18722
SH
SOLE
18722
0
0
CLOROX CO DEL
COM
189054109
2478
18323
SH
SOLE
18323
0
0
COCA COLA CO
COM
191216100
571
13015
SH
SOLE
13015
0
0
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
2750
34819
SH
SOLE
34819
0
0
COLGATE PALMOLIVE CO
COM
194162103
296
4569
SH
SOLE
4569
0
0
COMCAST CORP NEW
CL A
20030N101
353
10761
SH
SOLE
10761
0
0
COSTCO WHSL CORP NEW
COM
22160K105
3286
15724
SH
SOLE
15724
0
0
CVS HEALTH CORP
COM
126650100
201
3126
SH
SOLE
3126
0
0
DANAHER CORP DEL
COM
235851102
321
3257
SH
SOLE
3257
0
0
DISNEY WALT CO
COM DISNEY
254687106
1649
15738
SH
SOLE
15738
0
0
DOLLAR TREE INC
COM
256746108
2304
27102
SH
SOLE
27102
0
0
DOWDUPONT INC
COM
26078J100
263
3990
SH
SOLE
3990
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
278
3521
SH
SOLE
3521
0
0
ECOLAB INC
COM
278865100
2458
17518
SH
SOLE
17518
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
281
1930
SH
SOLE
1930
0
0
EMERSON ELEC CO
COM
291011104
381
5514
SH
SOLE
5514
0
0
EXPEDITORS INTL WASH INC
COM
302130109
2892
39557
SH
SOLE
39557
0
0
EXPRESS SCRIPTS HLDG CO
COM
30219G108
303
3919
SH
SOLE
3919
0
0
EXXON MOBIL CORP
COM
30231G102
2811
33978
SH
SOLE
33978
0
0
FACEBOOK INC
CL A
30303M102
1124
5783
SH
SOLE
5783
0
0
FASTENAL CO
COM
311900104
267
5547
SH
SOLE
5547
0
0
FEDEX CORP
COM
31428X106
1650
7265
SH
SOLE
7265
0
0
FIRST COMWLTH FINL CORP PA
COM
319829107
201
12929
SH
SOLE
12929
0
0
FIRST TR EXCHANGE TRADED FD
NY ARCA BIOTECH
33733E203
7011
50072
SH
SOLE
50072
0
0
FIRST TR EXCHANGE TRADED FD
DJ INTERNT IDX
33733E302
221
1605
SH
SOLE
1605
0
0
FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
10612
457029
SH
SOLE
457029
0
0
FISERV INC
COM
337738108
3049
41148
SH
SOLE
41148
0
0
FORD MTR CO DEL
COM PAR $0.01
345370860
1142
103139
SH
SOLE
103139
0
0
GENERAL DYNAMICS CORP
COM
369550108
462
2479
SH
SOLE
2479
0
0
GILEAD SCIENCES INC
COM
375558103
247
3490
SH
SOLE
3490
0
0
HERSHEY CO
COM
427866108
413
4440
SH
SOLE
4440
0
0
HOME DEPOT INC
COM
437076102
4114
21089
SH
SOLE
21089
0
0
HORMEL FOODS CORP
COM
440452100
290
7802
SH
SOLE
7802
0
0
INTEL CORP
COM
458140100
732
14716
SH
SOLE
14716
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
820
5868
SH
SOLE
5868
0
0
INTUIT
COM
461202103
2776
13586
SH
SOLE
13586
0
0
INVESCO EXCHANGE TRADED FD T
DWA ENERGY MNT
46137V878
412
9540
SH
SOLE
9540
0
0
ISHARES TR
CORE S&P500 ETF
464287200
13259
48560
SH
SOLE
48560
0
0
ISHARES TR
RUS MDCP VAL ETF
464287473
942
10647
SH
SOLE
10647
0
0
ISHARES TR
RUS MD CP GR ETF
464287481
1597
12605
SH
SOLE
12605
0
0
ISHARES TR
RUS MID CAP ETF
464287499
2234
10531
SH
SOLE
10531
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
6105
31342
SH
SOLE
31342
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
1818
14976
SH
SOLE
14976
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
6152
42782
SH
SOLE
42782
0
0
ISHARES TR
RUS 1000 ETF
464287622
43361
285309
SH
SOLE
285309
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
2358
14399
SH
SOLE
14399
0
0
ISHARES TR
CORE S&P US VLU
464287663
1118
20822
SH
SOLE
20822
0
0
ISHARES TR
U.S. FIN SVC ETF
464287770
19696
151955
SH
SOLE
151955
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
12542
150278
SH
SOLE
150278
0
0
ISHARES TR
SP SMCP600VL ETF
464287879
795
4870
SH
SOLE
4870
0
0
ISHARES TR
S&P SML 600 GWT
464287887
815
4313
SH
SOLE
4313
0
0
ISHARES TR
USA MOMENTUM FCT
46432F396
9051
82505
SH
SOLE
82505
0
0
J & J SNACK FOODS CORP
COM
466032109
312
2045
SH
SOLE
2045
0
0
JOHNSON & JOHNSON
COM
478160104
1165
9602
SH
SOLE
9602
0
0
JPMORGAN CHASE & CO
COM
46625H100
945
9067
SH
SOLE
9067
0
0
KIMBERLY CLARK CORP
COM
494368103
335
3181
SH
SOLE
3181
0
0
KRAFT HEINZ CO
COM
500754106
246
3918
SH
SOLE
3918
0
0
LOCKHEED MARTIN CORP
COM
539830109
344
1165
SH
SOLE
1165
0
0
LOWES COS INC
COM
548661107
824
8623
SH
SOLE
8623
0
0
MARATHON OIL CORP
COM
565849106
287
13749
SH
SOLE
13749
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
557
2835
SH
SOLE
2835
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
452
3895
SH
SOLE
3895
0
0
MCDONALDS CORP
COM
580135101
1624
10365
SH
SOLE
10365
0
0
MEDTRONIC PLC
SHS
G5960L103
459
5359
SH
SOLE
5359
0
0
MERCK & CO INC
COM
58933Y105
325
5352
SH
SOLE
5352
0
0
METLIFE INC
COM
59156R108
297
6820
SH
SOLE
6820
0
0
MICROSOFT CORP
COM
594918104
3487
35361
SH
SOLE
35361
0
0
MONDELEZ INTL INC
CL A
609207105
770
18780
SH
SOLE
18780
0
0
MVB FINANCIAL CORP
COM
553810102
395
21876
SH
SOLE
21876
0
0
NATIONAL RETAIL PPTYS INC
COM
637417106
263
5974
SH
SOLE
5974
0
0
NETAPP INC
COM
64110D104
2085
26545
SH
SOLE
26545
0
0
NETFLIX INC
COM
64110L106
1174
3000
SH
SOLE
3000
0
0
NIKE INC
CL B
654106103
587
7362
SH
SOLE
7362
0
0
NISOURCE INC
COM
65473P105
304
11552
SH
SOLE
11552
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
2589
9465
SH
SOLE
9465
0
0
PAYCHEX INC
COM
704326107
321
4700
SH
SOLE
4700
0
0
PEPSICO INC
COM
713448108
3075
28244
SH
SOLE
28244
0
0
PFIZER INC
COM
717081103
1139
31407
SH
SOLE
31407
0
0
PHILIP MORRIS INTL INC
COM
718172109
951
11784
SH
SOLE
11784
0
0
PRICE T ROWE GROUP INC
COM
74144T108
523
4502
SH
SOLE
4502
0
0
PROCTER AND GAMBLE CO
COM
742718109
1766
22622
SH
SOLE
22622
0
0
PROGRESSIVE CORP OHIO
COM
743315103
279
4710
SH
SOLE
4710
0
0
PULTE GROUP INC
COM
745867101
300
10439
SH
SOLE
10439
0
0
QUALCOMM INC
COM
747525103
311
5550
SH
SOLE
5550
0
0
ROPER TECHNOLOGIES INC
COM
776696106
1968
7131
SH
SOLE
7131
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
850
13081
SH
SOLE
13081
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
411
7491
SH
SOLE
7491
0
0
SHERWIN WILLIAMS CO
COM
824348106
593
1456
SH
SOLE
1456
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
509
2993
SH
SOLE
2993
0
0
SOUTHERN CO
COM
842587107
407
8799
SH
SOLE
8799
0
0
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
10522
218706
SH
SOLE
218706
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
706
2604
SH
SOLE
2604
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1712
4822
SH
SOLE
4822
0
0
SPDR SER TR
PORTFOLIO SM ETF
78468R853
324
10044
SH
SOLE
10044
0
0
SPDR SERIES TRUST
PRTFLO S&P500 VL
78464A508
422
14251
SH
SOLE
14251
0
0
SPDR SERIES TRUST
PORTFOLIO MD ETF
78464A847
1531
43901
SH
SOLE
43901
0
0
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
3483
109243
SH
SOLE
109243
0
0
STARBUCKS CORP
COM
855244109
2143
43860
SH
SOLE
43860
0
0
SYSCO CORP
COM
871829107
227
3324
SH
SOLE
3324
0
0
TARGET CORP
COM
87612E106
512
6722
SH
SOLE
6722
0
0
TEXAS INSTRS INC
COM
882508104
470
4267
SH
SOLE
4267
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
2837
13697
SH
SOLE
13697
0
0
TJX COS INC NEW
COM
872540109
2788
29296
SH
SOLE
29296
0
0
TOTAL SYS SVCS INC
COM
891906109
1421
16809
SH
SOLE
16809
0
0
TRAVELERS COMPANIES INC
COM
89417E109
681
5563
SH
SOLE
5563
0
0
UNITED BANKSHARES INC WEST V
COM
909907107
2126
58398
SH
SOLE
58398
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
3041
24323
SH
SOLE
24323
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
3230
13165
SH
SOLE
13165
0
0
UNIVERSAL HLTH SVCS INC
CL B
913903100
248
2229
SH
SOLE
2229
0
0
US BANCORP DEL
COM NEW
902973304
353
7061
SH
SOLE
7061
0
0
V F CORP
COM
918204108
908
11135
SH
SOLE
11135
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
4676
29660
SH
SOLE
29660
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
382
2717
SH
SOLE
2717
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
2959
22040
SH
SOLE
22040
0
0
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
475
7037
SH
SOLE
7037
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
654
13000
SH
SOLE
13000
0
0
VISA INC
COM CL A
92826C839
641
4840
SH
SOLE
4840
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1528
25456
SH
SOLE
25456
0
0
WALMART INC
COM
931142103
498
5815
SH
SOLE
5815
0
0
WASTE MGMT INC DEL
COM
94106L109
1619
19907
SH
SOLE
19907
0
0
WELLS FARGO CO NEW
COM
949746101
216
3905
SH
SOLE
3905
0
0
WISDOMTREE TR
US DIVID EX FNCL
97717W406
1844
21220
SH
SOLE
21220
0
0
XCEL ENERGY INC
COM
98389B100
224
4893
SH
SOLE
4893
0
0
ZOETIS INC
CL A
98978V103
239
2800
SH
SOLE
2800
0
0