0001085146-20-000268.txt : 20200123 0001085146-20-000268.hdr.sgml : 20200123 20200123170220 ACCESSION NUMBER: 0001085146-20-000268 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200123 DATE AS OF CHANGE: 20200123 EFFECTIVENESS DATE: 20200123 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: 20542859 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 12-31-2019 12-31-2019 false McKinley Carter Wealth Services, Inc.

2100 MARKET STREET WHEELING WV 26003

13F HOLDINGS REPORT 028-13853 N Brian T. Gongaware 724-940-4400 /s/Brian T. Gongaware Wexford PA 01-21-2020 0 188 427654 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 1523 8633 SH SOLE 8633 0 0 AARONS INC COM PAR $0.50 002535300 1803 31563 SH SOLE 31563 0 0 ABBOTT LABS COM 002824100 3828 44072 SH SOLE 44072 0 0 ABBVIE INC COM 00287Y109 1451 16392 SH SOLE 16392 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4343 20625 SH SOLE 20625 0 0 ADOBE INC COM 00724F101 513 1554 SH SOLE 1554 0 0 AFLAC INC COM 001055102 210 3971 SH SOLE 3971 0 0 AIR PRODS & CHEMS INC COM 009158106 484 2062 SH SOLE 2062 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 2034 23544 SH SOLE 23544 0 0 ALEXION PHARMACEUTICALS INC COM 015351109 249 2300 SH SOLE 2300 0 0 ALPHABET INC CAP STK CL A 02079K305 1393 1040 SH SOLE 1040 0 0 ALPHABET INC CAP STK CL C 02079K107 408 305 SH SOLE 305 0 0 ALTRIA GROUP INC COM 02209S103 918 18399 SH SOLE 18399 0 0 AMAZON COM INC COM 023135106 1249 676 SH SOLE 676 0 0 AMERICAN ELEC PWR CO INC COM 025537101 284 3001 SH SOLE 3001 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 229 1865 SH SOLE 1865 0 0 AMGEN INC COM 031162100 540 2241 SH SOLE 2241 0 0 ANTHEM INC COM 036752103 2685 8891 SH SOLE 8891 0 0 APPLE INC COM 037833100 9539 32485 SH SOLE 32485 0 0 ARK ETF TR AUTNMUS TECHNLGY 00214Q203 188 5072 SH SOLE 5072 0 0 ARK ETF TR INNOVATION ETF 00214Q104 4069 81295 SH SOLE 81295 0 0 AT&T INC COM 00206R102 1959 50119 SH SOLE 50119 0 0 AVANGRID INC COM 05351W103 214 4189 SH SOLE 4189 0 0 BANK AMER CORP COM 060505104 381 10817 SH SOLE 10817 0 0 BANK NEW YORK MELLON CORP COM 064058100 229 4559 SH SOLE 4559 0 0 BECTON DICKINSON & CO COM 075887109 3864 14207 SH SOLE 14207 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 340 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 593 2617 SH SOLE 2617 0 0 BLACKROCK INC COM 09247X101 1615 3213 SH SOLE 3213 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 239 4270 SH SOLE 4270 0 0 BOEING CO COM 097023105 550 1689 SH SOLE 1689 0 0 CACI INTL INC CL A 127190304 3197 12790 SH SOLE 12790 0 0 CATERPILLAR INC DEL COM 149123101 1188 8042 SH SOLE 8042 0 0 CERNER CORP COM 156782104 3003 40915 SH SOLE 40915 0 0 CHEVRON CORP NEW COM 166764100 650 5396 SH SOLE 5396 0 0 CINCINNATI FINL CORP COM 172062101 353 3354 SH SOLE 3354 0 0 CINTAS CORP COM 172908105 264 980 SH SOLE 980 0 0 CISCO SYS INC COM 17275R102 1439 30001 SH SOLE 30001 0 0 CLOROX CO DEL COM 189054109 440 2864 SH SOLE 2864 0 0 COCA COLA CO COM 191216100 871 15727 SH SOLE 15727 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 230 3713 SH SOLE 3713 0 0 COLGATE PALMOLIVE CO COM 194162103 302 4390 SH SOLE 4390 0 0 COMCAST CORP NEW CL A 20030N101 515 11456 SH SOLE 11456 0 0 COSTCO WHSL CORP NEW COM 22160K105 5055 17198 SH SOLE 17198 0 0 CVS HEALTH CORP COM 126650100 331 4451 SH SOLE 4451 0 0 DANAHER CORPORATION COM 235851102 474 3088 SH SOLE 3088 0 0 DARDEN RESTAURANTS INC COM 237194105 2543 23331 SH SOLE 23331 0 0 DISNEY WALT CO COM DISNEY 254687106 1913 13228 SH SOLE 13228 0 0 DOLLAR TREE INC COM 256746108 2906 30898 SH SOLE 30898 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 331 3625 SH SOLE 3625 0 0 ECOLAB INC COM 278865100 4245 21997 SH SOLE 21997 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 451 1932 SH SOLE 1932 0 0 EMERSON ELEC CO COM 291011104 944 12372 SH SOLE 12372 0 0 EVERSOURCE ENERGY COM 30040W108 284 3338 SH SOLE 3338 0 0 EXPEDITORS INTL WASH INC COM 302130109 309 3960 SH SOLE 3960 0 0 EXXON MOBIL CORP COM 30231G102 2277 32634 SH SOLE 32634 0 0 FACEBOOK INC CL A 30303M102 1139 5550 SH SOLE 5550 0 0 FASTENAL CO COM 311900104 213 5759 SH SOLE 5759 0 0 FIRST COMWLTH FINL CORP PA COM 319829107 181 12500 SH SOLE 12500 0 0 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 418 3005 SH SOLE 3005 0 0 FIRST TR EXCHANGE TRADED FD NO AMER ENERGY 33738D101 656 25731 SH SOLE 25731 0 0 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 6433 43258 SH SOLE 43258 0 0 FISERV INC COM 337738108 4678 40453 SH SOLE 40453 0 0 GENERAL DYNAMICS CORP COM 369550108 1025 5813 SH SOLE 5813 0 0 GILEAD SCIENCES INC COM 375558103 227 3490 SH SOLE 3490 0 0 GLOBAL PMTS INC COM 37940X102 3984 21822 SH SOLE 21822 0 0 HERSHEY CO COM 427866108 381 2589 SH SOLE 2589 0 0 HOME DEPOT INC COM 437076102 4918 22521 SH SOLE 22521 0 0 INTEL CORP COM 458140100 1079 18026 SH SOLE 18026 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 425 3169 SH SOLE 3169 0 0 INTUIT COM 461202103 4392 16768 SH SOLE 16768 0 0 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 166 11090 SH SOLE 11090 0 0 ISHARES TR CORE S&P MCP ETF 464287507 5012 24353 SH SOLE 24353 0 0 ISHARES TR CORE S&P SCP ETF 464287804 35928 428481 SH SOLE 428481 0 0 ISHARES TR CORE S&P US GWT 464287671 919 13582 SH SOLE 13582 0 0 ISHARES TR CORE S&P US VLU 464287663 128 2037 SH SOLE 2037 0 0 ISHARES TR CORE S&P500 ETF 464287200 24374 75404 SH SOLE 75404 0 0 ISHARES TR DOW JONES US ETF 464287846 7 45 SH SOLE 45 0 0 ISHARES TR MSCI USA ESG SLC 464288802 284 2122 SH SOLE 2122 0 0 ISHARES TR NASDAQ BIOTECH 464287556 29 240 SH SOLE 240 0 0 ISHARES TR RUS 1000 ETF 464287622 77650 435208 SH SOLE 435208 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 6913 39298 SH SOLE 39298 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1770 12967 SH SOLE 12967 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 27 124 SH SOLE 124 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 103 804 SH SOLE 804 0 0 ISHARES TR RUS MD CP GR ETF 464287481 3197 20952 SH SOLE 20952 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 804 8482 SH SOLE 8482 0 0 ISHARES TR RUS MID CAP ETF 464287499 2341 39273 SH SOLE 39273 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 5828 35176 SH SOLE 35176 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 20 105 SH SOLE 105 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 120 622 SH SOLE 622 0 0 ISHARES TR S&P 500 VAL ETF 464287408 78 599 SH SOLE 599 0 0 ISHARES TR S&P MC 400GR ETF 464287606 14 60 SH SOLE 60 0 0 ISHARES TR S&P MC 400VL ETF 464287705 14 82 SH SOLE 82 0 0 ISHARES TR S&P SML 600 GWT 464287887 603 3118 SH SOLE 3118 0 0 ISHARES TR SP SMCP600VL ETF 464287879 214 1332 SH SOLE 1332 0 0 ISHARES TR U.S. FIN SVC ETF 464287770 20006 131774 SH SOLE 131774 0 0 ISHARES TR U.S. MED DVC ETF 464288810 139 526 SH SOLE 526 0 0 ISHARES TR U.S. TECH ETF 464287721 63 270 SH SOLE 270 0 0 ISHARES TR USA MOMENTUM FCT 46432F396 11503 91614 SH SOLE 91614 0 0 JACOBS ENGR GROUP INC COM 469814107 2005 22320 SH SOLE 22320 0 0 JOHNSON & JOHNSON COM 478160104 1942 13314 SH SOLE 13314 0 0 JPMORGAN CHASE & CO COM 46625H100 2069 14845 SH SOLE 14845 0 0 KIMBERLY CLARK CORP COM 494368103 358 2605 SH SOLE 2605 0 0 LAUDER ESTEE COS INC CL A 518439104 2283 11053 SH SOLE 11053 0 0 LIBERTY PPTY TR SH BEN INT 531172104 248 4125 SH SOLE 4125 0 0 LOCKHEED MARTIN CORP COM 539830109 476 1223 SH SOLE 1223 0 0 LOWES COS INC COM 548661107 1533 12803 SH SOLE 12803 0 0 MASTERCARD INC CL A 57636Q104 2927 9802 SH SOLE 9802 0 0 MCDONALDS CORP COM 580135101 2134 10801 SH SOLE 10801 0 0 MEDTRONIC PLC SHS G5960L103 936 8250 SH SOLE 8250 0 0 MERCK & CO INC COM 58933Y105 589 6476 SH SOLE 6476 0 0 METLIFE INC COM 59156R108 784 15391 SH SOLE 15391 0 0 MICROSOFT CORP COM 594918104 6356 40302 SH SOLE 40302 0 0 MONDELEZ INTL INC CL A 609207105 971 17629 SH SOLE 17629 0 0 MVB FINANCIAL CORP COM 553810102 545 21876 SH SOLE 21876 0 0 NATIONAL RETAIL PPTYS INC COM 637417106 293 5469 SH SOLE 5469 0 0 NIKE INC CL B 654106103 730 7203 SH SOLE 7203 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 4160 9492 SH SOLE 9492 0 0 ONEOK INC NEW COM 682680103 234 3089 SH SOLE 3089 0 0 PAYCHEX INC COM 704326107 302 3547 SH SOLE 3547 0 0 PEPSICO INC COM 713448108 4267 31224 SH SOLE 31224 0 0 PFIZER INC COM 717081103 1474 37622 SH SOLE 37622 0 0 PHILIP MORRIS INTL INC COM 718172109 624 7338 SH SOLE 7338 0 0 PRICE T ROWE GROUP INC COM 74144T108 215 1763 SH SOLE 1763 0 0 PROCTER & GAMBLE CO COM 742718109 2915 23336 SH SOLE 23336 0 0 PROGRESSIVE CORP OHIO COM 743315103 353 4870 SH SOLE 4870 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 543 7187 SH SOLE 7187 0 0 PULTE GROUP INC COM 745867101 405 10439 SH SOLE 10439 0 0 QUALCOMM INC COM 747525103 401 4540 SH SOLE 4540 0 0 ROCKWELL AUTOMATION INC COM 773903109 255 1258 SH SOLE 1258 0 0 ROPER TECHNOLOGIES INC COM 776696106 3202 9039 SH SOLE 9039 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 47 803 SH SOLE 803 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 82 877 SH SOLE 877 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1589 20691 SH SOLE 20691 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 330 5491 SH SOLE 5491 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 102 1353 SH SOLE 1353 0 0 SHERWIN WILLIAMS CO COM 824348106 560 959 SH SOLE 959 0 0 SIMON PPTY GROUP INC NEW COM 828806109 812 5451 SH SOLE 5451 0 0 SOUTHERN CO COM 842587107 981 15400 SH SOLE 15400 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 680 2114 SH SOLE 2114 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1723 4591 SH SOLE 4591 0 0 SPDR SERIES TRUST DJ REIT ETF 78464A607 99 974 SH SOLE 974 0 0 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 6910 182706 SH SOLE 182706 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 1388 38304 SH SOLE 38304 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 428 13121 SH SOLE 13121 0 0 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 435 10388 SH SOLE 10388 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 95 2731 SH SOLE 2731 0 0 SPDR SERIES TRUST S&P DIVID ETF 78464A763 66 610 SH SOLE 610 0 0 STARBUCKS CORP COM 855244109 4535 51581 SH SOLE 51581 0 0 SYSCO CORP COM 871829107 2861 33446 SH SOLE 33446 0 0 TARGET CORP COM 87612E106 1548 12073 SH SOLE 12073 0 0 TEXAS INSTRS INC COM 882508104 1094 8528 SH SOLE 8528 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4517 13904 SH SOLE 13904 0 0 TJX COS INC NEW COM 872540109 3955 64770 SH SOLE 64770 0 0 TRACTOR SUPPLY CO COM 892356106 2503 26792 SH SOLE 26792 0 0 TRAVELERS COMPANIES INC COM 89417E109 733 5350 SH SOLE 5350 0 0 TRUIST FINL CORP COM 89832Q109 273 4843 SH SOLE 4843 0 0 UNITED BANKSHARES INC WEST V COM 909907107 792 20476 SH SOLE 20476 0 0 UNITED TECHNOLOGIES CORP COM 913017109 4149 27703 SH SOLE 27703 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4362 14838 SH SOLE 14838 0 0 US BANCORP DEL COM NEW 902973304 1139 19213 SH SOLE 19213 0 0 V F CORP COM 918204108 937 9399 SH SOLE 9399 0 0 VANGUARD GROUP DIV APP ETF 921908844 258 2072 SH SOLE 2072 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1474 8092 SH SOLE 8092 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 115 779 SH SOLE 779 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 57 362 SH SOLE 362 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 129 1082 SH SOLE 1082 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 2972 16681 SH SOLE 16681 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2120 22844 SH SOLE 22844 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 211 712 SH SOLE 712 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 29 212 SH SOLE 212 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 42 256 SH SOLE 256 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 354 2164 SH SOLE 2164 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 28 236 SH SOLE 236 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2 13 SH SOLE 13 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 2562 15892 SH SOLE 15892 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1481 19418 SH SOLE 19418 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 29 118 SH SOLE 118 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 780 12706 SH SOLE 12706 0 0 VISA INC COM CL A 92826C839 778 4142 SH SOLE 4142 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 817 13862 SH SOLE 13862 0 0 WALMART INC COM 931142103 642 5404 SH SOLE 5404 0 0 WASTE MGMT INC DEL COM 94106L109 3160 27727 SH SOLE 27727 0 0 WELLS FARGO CO NEW COM 949746101 206 3833 SH SOLE 3833 0 0 WISDOMTREE TR US DIVID EX FNCL 97717W406 1463 15812 SH SOLE 15812 0 0 XCEL ENERGY INC COM 98389B100 311 4893 SH SOLE 4893 0 0 ZOETIS INC CL A 98978V103 538 4061 SH SOLE 4061 0 0