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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

McKinley Carter Wealth Services, Inc.

Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0001085146-25-000416

Total Value
$1.63B
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200183,144$107.8M6.60%
2ISHARES TR464287622310,196$99.9M6.11%
3VANGUARD TAX-MANAGED FDS9219438581,921,183$91.9M5.62%
4FIDELITY MERRIMACK STR TR3161883091,550,144$69.6M4.26%
5ISHARES TR46432F842894,189$62.8M3.85%
6ISHARES TR464287226631,509$61.2M3.74%
7ISHARES TR464289446365,416$52.9M3.24%
8ISHARES TR464287408273,206$52.1M3.19%
9ISHARES INC46434G764882,140$48.9M2.99%
10APPLE INCAAPL142,281$35.6M2.18%
11SCHWAB STRATEGIC TR808524755956,262$31.8M1.94%
12ISHARES TR464288885320,129$31.0M1.90%
13ISHARES TR46429B2671,305,646$30.0M1.84%
14SELECT SECTOR SPDR TR81369Y605483,943$23.4M1.43%
15BROADCOM INCAVGO97,260$22.5M1.38%
16ISHARES TR46428761453,926$21.7M1.33%
17ISHARES INC46434G103398,473$20.8M1.27%
18SELECT SECTOR SPDR TR81369Y80386,029$20.0M1.22%
19MICROSOFT CORPMSFT44,280$18.7M1.14%
20ISHARES TR464288414174,379$18.6M1.14%
21ISHARES TR464287804159,344$18.4M1.12%
22VANGUARD MUN BD FDS922907746364,675$18.3M1.12%
23ISHARES TR464287507277,387$17.3M1.06%
24SELECT SECTOR SPDR TR81369Y209123,711$17.0M1.04%
25COSTCO WHSL CORP NEW22160K10517,463$16.0M0.98%
26ALPHABET INCGOOG78,843$14.9M0.91%
27VANGUARD BD INDEX FDS921937835198,644$14.3M0.87%
28BLACKROCK ETF TRUST IIBLK244,280$12.7M0.78%
29FISERV INCFISV57,505$11.8M0.72%
30INTUITINTU18,107$11.4M0.70%
31HOME DEPOT INCHD28,895$11.2M0.69%
32PIMCO ETF TR72201R866210,831$10.9M0.67%
33GRAINGER W W INC38480210410,314$10.9M0.67%
34MASTERCARD INCORPORATEDMA20,386$10.7M0.66%
35OREILLY AUTOMOTIVE INC67103H1078,899$10.6M0.65%
36AMAZON COM INCAMZN47,931$10.5M0.64%
37TJX COS INC NEW87254010984,683$10.2M0.63%
38ISHARES TR46432F859212,797$10.2M0.62%
39ISHARES TR464288620197,426$9.9M0.61%
40NVIDIA CORPORATIONNVDA72,065$9.7M0.59%
41UNITEDHEALTH GROUP INCUNH19,081$9.7M0.59%
42DIMENSIONAL ETF TRUST25434V609159,827$8.9M0.54%
43GALLAGHER ARTHUR J & CO36357610931,241$8.9M0.54%
44WASTE MGMT INC DEL94106L10943,746$8.8M0.54%
45CACI INTL INC12719030420,755$8.4M0.51%
46META PLATFORMS INCMETA13,787$8.1M0.49%
47ISHARES TR46428858887,702$8.0M0.49%
48NETFLIX INCNFLX8,908$7.9M0.49%
49MCKESSON CORPMCK13,748$7.8M0.48%
50VANGUARD INDEX FDS92290873618,844$7.7M0.47%
51SCHWAB STRATEGIC TR808524805414,282$7.7M0.47%
52JACOBS SOLUTIONS INCJ57,088$7.6M0.47%
53HUBBELL INCHUBB18,044$7.6M0.46%
54LINDE PLCLIN17,759$7.4M0.45%
55ISHARES TR46428765532,247$7.1M0.44%
56ISHARES TR46428746588,788$6.7M0.41%
57SELECT SECTOR SPDR TR81369Y50678,095$6.7M0.41%
58ACUITY BRANDS INCAYI22,620$6.6M0.40%
59JPMORGAN CHASE & CO.VYLD26,037$6.2M0.38%
60SPDR SER TR78464A85489,554$6.2M0.38%
61PEPSICO INCPEP40,462$6.2M0.38%
62VANGUARD WORLD FD92204A30650,338$6.1M0.37%
63ADOBE INCADBE12,693$5.6M0.35%
64PROCTER AND GAMBLE CO74271810933,286$5.6M0.34%
65NOVO-NORDISK A SNONOF64,424$5.5M0.34%
66ISHARES TR46428710118,407$5.3M0.33%
67ISHARES TR46435G42541,146$5.3M0.32%
68VANGUARD INTL EQUITY INDEX F92204277592,156$5.3M0.32%
69VANGUARD WHITEHALL FDS92194679477,438$5.3M0.32%
70INVESCO QQQ TRIVZ9,603$4.9M0.30%
71ACCENTURE PLC IRELANDACN13,815$4.9M0.30%
72ELI LILLY & COLLY6,259$4.8M0.30%
73ISHARES TR46435U853121,935$4.5M0.27%
74COLUMBIA ETF TR II19762B202151,197$4.5M0.27%
75ISHARES TR46428748135,264$4.5M0.27%
76ISHARES TR46428759821,411$4.0M0.24%
77ABBVIE INCABBV21,250$3.8M0.23%
78MCDONALDS CORPMCD12,440$3.6M0.22%
79BERKSHIRE HATHAWAY INC DELBRK-A5$3.4M0.21%
80AUTOMATIC DATA PROCESSING INADP11,380$3.3M0.20%
81CATERPILLAR INCCAT9,154$3.3M0.20%
82LOCKHEED MARTIN CORPLMT6,652$3.2M0.20%
83VANGUARD INDEX FDS92290859511,434$3.2M0.20%
84ISHARES TR46435G51641,952$3.2M0.20%
85LOWES COS INC54866110712,777$3.2M0.19%
86SPDR INDEX SHS FDS78463X50981,367$3.1M0.19%
87VANGUARD INDEX FDS92290861115,725$3.1M0.19%
88PACER FDS TR69374H88155,089$3.1M0.19%
89ISHARES TR46428787927,847$3.0M0.19%
90CHEVRON CORP NEWCVX20,345$2.9M0.18%
91FIRST TR EXCHNG TRADED FD VI33740F84761,386$2.9M0.18%
92ISHARES TR46432F33916,306$2.9M0.18%
93VANGUARD INDEX FDS9229083635,303$2.9M0.17%
94JOHNSON & JOHNSONJNJ19,592$2.8M0.17%
95VISA INCV8,337$2.6M0.16%
96STARBUCKS CORPSBUX27,382$2.5M0.15%
97GRAYSCALE BITCOIN TRUST ETFGBTC33,455$2.5M0.15%
98VANGUARD INDEX FDS92290875110,106$2.4M0.15%
99BANK NEW YORK MELLON CORP06405810030,765$2.4M0.14%
100ISHARES TR46428749926,726$2.4M0.14%
101MORGAN STANLEYMS-PQ18,578$2.3M0.14%
102VANGUARD WHITEHALL FDS92194681028,452$2.3M0.14%
103AIR PRODS & CHEMS INCAIIR7,772$2.3M0.14%
104TEXAS INSTRS INC88250810412,022$2.3M0.14%
105NEXTERA ENERGY INCNEE-PW31,194$2.2M0.14%
106SPDR S&P 500 ETF TRSPY3,687$2.2M0.13%
107SPDR INDEX SHS FDS78463X88962,350$2.1M0.13%
108MERCK & CO INCMRK20,011$2.0M0.12%
109CITY HLDG COCHCO16,197$1.9M0.12%
110ISHARES TR46428864637,083$1.9M0.12%
111VANGUARD INTL EQUITY INDEX F92204274216,317$1.9M0.12%
112ILLINOIS TOOL WKS INC4523081097,470$1.9M0.12%
113GENERAL DYNAMICS CORPGD7,168$1.9M0.12%
114THERMO FISHER SCIENTIFIC INCTMO3,602$1.9M0.11%
115FIRST TR VALUE LINE DIVID IN33734H10641,608$1.8M0.11%
116VANGUARD WORLD FD92204A2078,582$1.8M0.11%
117SPDR S&P MIDCAP 400 ETF TRMDY3,151$1.8M0.11%
118SELECT SECTOR SPDR TR81369Y30822,577$1.8M0.11%
119VANGUARD INDEX FDS92290874410,322$1.7M0.11%
120VANGUARD INDEX FDS9229087695,909$1.7M0.10%
121ISHARES TR46428815816,052$1.7M0.10%
122ISHARES TR4642876485,880$1.7M0.10%
123ISHARES TR46434V62127,348$1.7M0.10%
124TRACTOR SUPPLY COTSCO31,514$1.7M0.10%
125ISHARES TR46428788712,095$1.6M0.10%
126PROGRESSIVE CORP7433151036,802$1.6M0.10%
127COMCAST CORP NEWCCZ42,443$1.6M0.10%
128VANGUARD INDEX FDS9229086296,016$1.6M0.10%
129PRICE T ROWE GROUP INCTROW13,945$1.6M0.10%
130MEDTRONIC PLCMDT19,677$1.6M0.10%
131FIRST TR EXCHNG TRADED FD VI33740F66436,780$1.6M0.10%
132EXXON MOBIL CORPXOM14,560$1.6M0.10%
133FIRST TR EXCHNG TRADED FD VI33740U50534,931$1.6M0.10%
134INVESCO EXCHANGE TRADED FD TIVZ8,779$1.5M0.09%
135WALMART INCWMT15,961$1.4M0.09%
136MONDELEZ INTL INC60920710523,654$1.4M0.09%
137UNITED PARCEL SERVICE INCUPS11,084$1.4M0.09%
138BERKSHIRE HATHAWAY INC DELBRK-A3,045$1.4M0.08%
139FIRST TR EXCHNG TRADED FD VI33740F72226,734$1.4M0.08%
140TESLA INCTSLA3,395$1.4M0.08%
141ISHARES TR46432F3966,452$1.3M0.08%
142INVESCO EXCHANGE TRADED FD TIVZ18,992$1.3M0.08%
143FIRST TR EXCHANGE-TRADED FD33733E2037,600$1.3M0.08%
144ISHARES TR46428873719,210$1.2M0.07%
145SPDR SER TR78464A84720,952$1.1M0.07%
146FIRST TR EXCHNG TRADED FD VI33740F74823,921$1.1M0.07%
147ALPHABET INCGOOG5,787$1.1M0.07%
148FIRST TR EXCHNG TRADED FD VI33740U30723,809$1.1M0.07%
149FIRST TR EXCHNG TRADED FD VI33740F59925,091$1.1M0.07%
150SCHWAB STRATEGIC TR80852420146,161$1.1M0.07%
151ORACLE CORPORCL-PD6,378$1.1M0.07%
152ISHARES TR46428942013,188$1.0M0.06%
153FIRST TR EXCHANGE TRADED FD33737A1088,628$1.0M0.06%
154GENUINE PARTS COGPC8,707$1.0M0.06%
155DIMENSIONAL ETF TRUST25434V80728,635$1.0M0.06%
156INVESCO EXCH TRADED FD TR IIIVZ34,930$989,2100.06%
157INVESCO EXCH TRADED FD TR IIIVZ31,721$979,5600.06%
158FIRST TR NASDAQ 100 TECH IND3373451025,167$972,8430.06%
159FIRST TR EXCHNG TRADED FD VI33740F83922,535$965,9950.06%
160VANGUARD WORLD FD92204A7021,549$963,3920.06%
161FIRST TR EXCHNG TRADED FD VI33740F67224,416$961,2580.06%
162FIRST TR EXCHNG TRADED FD VI33740U88523,012$950,1660.06%
163UNITED BANKSHARES INC WEST VUNTCW23,614$886,6920.05%
164ISHARES INC46434G86326,122$872,2280.05%
165ISHARES TR4642873098,535$866,6040.05%
166BLACKSTONE INCBX4,996$861,4330.05%
167TRUIST FINL CORP89832Q10919,352$839,5110.05%
168INVESCO EXCHANGE TRADED FD TIVZ24,264$790,2790.05%
169PACKAGING CORP AMER6951561093,473$781,8770.05%
170VANGUARD ADMIRAL FDS INC9219328856,949$733,1200.04%
171ISHARES TR46436E55117,509$732,5260.04%
172CSX CORPCSX22,214$716,8380.04%
173FIRST TR EXCHNG TRADED FD VI33740F61518,730$714,8980.04%
174ISHARES TR4642876304,291$704,3950.04%
175CINTAS CORPCTAS3,825$698,8840.04%
176FIRST TR EXCHNG TRADED FD VI33740F68016,934$686,6220.04%
177DANAHER CORPORATION2358511022,923$671,0490.04%
178ISHARES TR46435G24327,092$669,1650.04%
179FIRST TR EXCHNG TRADED FD VI33740F86214,349$667,8030.04%
180ISHARES TR46435G19328,911$656,8480.04%
181VANGUARD INTL EQUITY INDEX F92204285814,844$653,7510.04%
182EXTRA SPACE STORAGE INCEXR4,321$646,4220.04%
183VANECK ETF TRUST92189F43722,056$632,3320.04%
184COCA COLA COKO10,133$630,8740.04%
185FIRST TR EXCHANGE-TRADED FD33733E3022,507$609,6280.04%
186APPLE INCAAPL2,400$601,0080.04%
187DISNEY WALT CO2546871065,338$594,4010.04%
188ISHARES TR46428723414,193$593,5520.04%
189ABBOTT LABSABLZF5,077$574,2410.04%
190BLACKROCK ETF TRUST IIBLK11,566$570,4360.03%
191PROLOGIS INC.PLDGP5,301$560,2660.03%
192FIRST TR EXCHNG TRADED FD VI33740U20811,438$560,0910.03%
193FIRST TR EXCHNG TRADED FD VI33740U70321,637$552,1770.03%
194ISHARES TR4642894382,325$547,0030.03%
195MVB FINL CORP55381010225,876$535,6340.03%
196SPDR GOLD TRGLD2,166$524,4540.03%
197DUKE ENERGY CORP NEWDUKB4,763$513,1400.03%
198VANGUARD SPECIALIZED FUNDS9219088442,556$500,5420.03%
199HCA HEALTHCARE INCHCA1,662$498,8030.03%
200SPDR SER TR78464A4095,668$498,2190.03%
201VANGUARD SCOTTSDALE FDS92206C4096,335$494,1800.03%
202ECOLAB INCECL2,093$490,4150.03%
203RTX CORPORATIONRTX4,081$472,2540.03%
204ISHARES TR46432F3884,430$467,8530.03%
205AT&T INCT-PC20,304$462,3250.03%
206DTE ENERGY CODTK3,827$462,1110.03%
207SILA REALTY TRUST INCSILA18,991$461,8710.03%
208DICKS SPORTING GOODS INC2533931022,000$457,6800.03%
209SOUTHERN COSOMN5,514$453,9380.03%
210ISHARES TR46434V80312,945$449,8390.03%
211SPDR SER TR78464A6312,699$447,5490.03%
212GLOBAL PMTS INC37940X1023,973$445,2080.03%
213INVESCO EXCHANGE TRADED FD TIVZ3,807$436,7400.03%
214BLACKROCK ETF TRUST IIBLK18,676$423,1960.03%
215ISHARES TR46434V3817,093$423,1690.03%
216COLGATE PALMOLIVE COCL4,634$421,2890.03%
217SPDR SER TR78464A8055,865$418,9370.03%
218CORTEVA INCCTVA7,331$417,5740.03%
219ISHARES TR4642874733,216$416,0090.03%
220PAYCHEX INCPAYX2,956$414,4860.03%
221BLACKROCK INCBLK399$409,4920.03%
222AMERICAN ELEC PWR CO INC0255371014,424$408,0180.02%
223EDWARDS LIFESCIENCES CORPEW5,490$406,4250.02%
224AMGEN INCAMGN1,523$397,0830.02%
225ISHARES TR46434V26612,269$396,0550.02%
226FIRST TR EXCHNG TRADED FD VI33740U4069,800$393,3720.02%
227ISHARES TR46435U6639,301$391,1240.02%
228INTUITIVE SURGICAL INCISRG732$382,0750.02%
229CISCO SYS INCCSCO6,400$378,8980.02%
230NIKE INCNKE4,960$375,3270.02%
231TRAVELERS COMPANIES INCTRV1,516$365,2080.02%
232FIRST TR EXCHNG TRADED FD VI33740F6237,908$362,9790.02%
233CINCINNATI FINL CORP1720621012,498$359,0100.02%
234PROSHARES TR74348A4673,605$358,8660.02%
235ISHARES TR46429B6974,009$355,9250.02%
236ZOETIS INCZTS2,108$343,4570.02%
237NISOURCE INCNI9,258$340,3250.02%
238SPDR SER TR78464A67212,152$338,7910.02%
239ISHARES TR4642875231,550$334,0720.02%
240SCHWAB STRATEGIC TR80852470612,483$332,4190.02%
241WISDOMTREE TRWT8,181$331,2490.02%
242ASTRAZENECA PLCAZN4,904$321,3110.02%
243VANGUARD WORLD FD92204A4052,707$319,5750.02%
244ISHARES TR4642883074,185$316,1040.02%
245FIRST TR EXCHNG TRADED FD VI33740F7636,292$313,1530.02%
246SELECT SECTOR SPDR TR81369Y7042,229$293,6960.02%
247GLOBAL X FDS37954Y35013,005$293,5240.02%
248GILEAD SCIENCES INCGILD3,138$289,8580.02%
249TARGET CORPTGT2,134$288,5050.02%
250NORFOLK SOUTHN CORP6558441081,220$286,3370.02%
251WISDOMTREE TRWT2,688$286,3240.02%
252KIMBERLY-CLARK CORPKMB2,162$283,2870.02%
253ISHARES TR4642875722,714$273,4900.02%
254WISDOMTREE TRWT4,364$272,7940.02%
255ISHARES TR4642898756,109$265,3540.02%
256WELLS FARGO CO NEW9497461013,764$264,3840.02%
257FLEXSHARES TRFLEX7,235$263,0650.02%
258PFIZER INCPFE9,892$262,4440.02%
259IDACORP INCIDA2,397$261,9450.02%
260ROPER TECHNOLOGIES INCROP496$257,8460.02%
261CME GROUP INCCME1,099$255,2210.02%
262VERIZON COMMUNICATIONS INCVZ6,382$255,2210.02%
263ISHARES TR4642872913,009$255,0130.02%
264ISHARES TR4642871681,899$249,3200.02%
265EA SERIES TRUST02072L6155,730$248,7860.02%
266CLOROX CO DELCLX1,528$248,1210.02%
267ISHARES TR4642871501,912$245,9650.02%
268NXP SEMICONDUCTORS N VNXPI1,175$244,2240.01%
269FIRST TR EXCHNG TRADED FD VI33740F8546,080$241,2560.01%
270SPDR SER TR78464A3002,755$240,3740.01%
271ALLIANT ENERGY CORPLNT4,020$237,7430.01%
272PHILIP MORRIS INTL INC7181721091,975$237,6950.01%
273VANGUARD CHARLOTTE FDS92203J4074,737$232,3690.01%
274VANGUARD SCOTTSDALE FDS92206C7063,957$229,5060.01%
275ALPS ETF TR00162Q4524,720$227,3040.01%
276HERSHEY COHSY1,335$226,0830.01%
277SPDR SER TR78468R8534,924$221,1890.01%
278ISHARES TR4642898673,851$220,7400.01%
279SHERWIN WILLIAMS COSHW640$217,5560.01%
280ISHARES TR4642882571,849$217,2740.01%
281KRAFT HEINZ COKHC6,978$214,2990.01%
282EA SERIES TRUST02072L5997,245$213,7730.01%
283FIRST COMWLTH FINL CORP PA31982910712,500$211,5000.01%
284AMERICAN WTR WKS CO INC NEW0304201031,686$209,8790.01%
285VANGUARD INDEX FDS922908637778$209,7260.01%
286TRANE TECHNOLOGIES PLCTT567$209,4220.01%
287INTERNATIONAL BUSINESS MACHSINTR945$207,7500.01%
288STRYKER CORPORATIONSYK575$207,0290.01%
289VANGUARD SCOTTSDALE FDS92206C7142,500$203,1380.01%
290BROADSTONE NET LEASE INCBNL11,938$189,3370.01%
291INSPIREMD INCNSPR10,000$26,3000.00%