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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 Q1 2025 · Filed April 15, 2025 · Accession 0001085146-25-002110

Total Value
$1.63B
Positions
303
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (303)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD STAR FDS9219097681,797,532$111.6M6.86%
2ISHARES TR464287200167,606$94.2M5.79%
3ISHARES TR464287622303,752$93.2M5.72%
4FIDELITY MERRIMACK STR TR3161883091,905,268$87.0M5.34%
5ISHARES TR46432F842857,122$64.8M3.98%
6ISHARES TR464287226627,658$62.1M3.81%
7VANGUARD TAX-MANAGED FDS9219438581,015,961$51.6M3.17%
8ISHARES TR46429B2671,898,824$43.6M2.68%
9ISHARES TR464287119459,243$37.2M2.29%
10VANGUARD INTL EQUITY INDEX F922042742285,895$33.1M2.04%
11APPLE INCAAPL139,860$31.1M1.91%
12ISHARES TR464289446215,150$29.6M1.82%
13ISHARES TR464287408153,831$29.3M1.80%
14SELECT SECTOR SPDR TR81369Y605517,950$25.8M1.59%
15ISHARES INC46434G764446,423$24.6M1.51%
16ISHARES INC46434G103431,773$23.3M1.43%
17SCHWAB STRATEGIC TR808524755611,538$22.1M1.36%
18ISHARES TR46435G672431,744$21.6M1.33%
19ISHARES TR464287507361,468$21.1M1.30%
20ISHARES TR46428761453,464$19.3M1.19%
21SELECT SECTOR SPDR TR81369Y209124,836$18.2M1.12%
22ISHARES TR464287804160,411$16.8M1.03%
23MICROSOFT CORPMSFT44,070$16.5M1.02%
24SELECT SECTOR SPDR TR81369Y80378,852$16.3M1.00%
25COSTCO WHSL CORP NEW22160K10516,810$15.9M0.98%
26ISHARES TR464288620309,117$15.8M0.97%
27BROADCOM INCAVGO90,323$15.1M0.93%
28VANGUARD BD INDEX FDS921937835178,042$13.1M0.80%
29OREILLY AUTOMOTIVE INC67103H1078,713$12.5M0.77%
30FISERV INCFISV54,567$12.1M0.74%
31ALPHABET INCGOOG77,818$12.0M0.74%
32MASTERCARD INCORPORATEDMA20,385$11.2M0.69%
33INTUITINTU18,108$11.1M0.68%
34GALLAGHER ARTHUR J & CO36357610930,964$10.7M0.66%
35HOME DEPOT INCHD28,572$10.5M0.64%
36UNITEDHEALTH GROUP INCUNH19,576$10.3M0.63%
37TJX COS INC NEW87254010983,858$10.2M0.63%
38GRAINGER W W INC38480210410,255$10.1M0.62%
39WASTE MGMT INC DEL94106L10943,580$10.1M0.62%
40MCKESSON CORPMCK13,949$9.4M0.58%
41AMAZON COM INCAMZN48,896$9.3M0.57%
42NETFLIX INCNFLX9,607$9.0M0.55%
43META PLATFORMS INCMETA15,013$8.7M0.53%
44DIMENSIONAL ETF TRUST25434V609166,778$8.6M0.53%
45LINDE PLCLIN18,412$8.6M0.53%
46NVIDIA CORPORATIONNVDA74,217$8.0M0.49%
47SELECT SECTOR SPDR TR81369Y50682,350$7.7M0.47%
48CACI INTL INC12719030420,526$7.5M0.46%
49JACOBS SOLUTIONS INCJ58,559$7.1M0.43%
50SCHWAB STRATEGIC TR808524805357,843$7.1M0.43%
51VANGUARD INDEX FDS92290873618,567$6.9M0.42%
52VANGUARD WORLD FD92204A30651,073$6.6M0.41%
53ACUITY INCAYI24,243$6.4M0.39%
54JPMORGAN CHASE & CO.VYLD25,933$6.4M0.39%
55PEPSICO INCPEP40,444$6.1M0.37%
56ISHARES TR46428765529,360$5.9M0.36%
57VANGUARD WHITEHALL FDS92194679478,594$5.8M0.36%
58PROCTER AND GAMBLE CO74271810933,300$5.7M0.35%
59HUBBELL INCHUBB16,986$5.6M0.35%
60ISHARES TR46428746566,453$5.4M0.33%
61SPDR SER TR78464A85479,627$5.2M0.32%
62ELI LILLY & COLLY6,216$5.1M0.32%
63ISHARES TR46428710118,658$5.1M0.31%
64VANGUARD INTL EQUITY INDEX F92204277582,091$5.0M0.31%
65ADOBE INCADBE12,684$4.9M0.30%
66ISHARES TR46428888548,140$4.8M0.30%
67ISHARES TR46428858851,277$4.8M0.30%
68ABBVIE INCABBV22,026$4.6M0.28%
69ISHARES TR46435G42537,372$4.6M0.28%
70NOVO-NORDISK A SNONOF64,658$4.5M0.28%
71INVESCO QQQ TRIVZ9,500$4.5M0.27%
72VANGUARD INDEX FDS9229083638,501$4.4M0.27%
73MCDONALDS CORPMCD12,898$4.0M0.25%
74BERKSHIRE HATHAWAY INC DELBRK-A5$4.0M0.25%
75ISHARES TR46428748133,098$3.9M0.24%
76ISHARES TR46428759820,558$3.9M0.24%
77ACCENTURE PLC IRELANDACN12,302$3.8M0.24%
78PIMCO ETF TR72201R86672,581$3.7M0.23%
79AUTOMATIC DATA PROCESSING INADP11,713$3.6M0.22%
80CHEVRON CORP NEWCVX21,012$3.5M0.22%
81JOHNSON & JOHNSONJNJ20,136$3.3M0.21%
82COLUMBIA ETF TR II19762B202109,784$3.2M0.20%
83LOWES COS INC54866110713,454$3.1M0.19%
84ISHARES TR46435G51637,479$3.1M0.19%
85CATERPILLAR INCCAT9,060$3.0M0.18%
86LOCKHEED MARTIN CORPLMT6,682$3.0M0.18%
87FIRST TR EXCHNG TRADED FD VI33740F84761,386$2.9M0.18%
88VANGUARD INDEX FDS92290861115,250$2.8M0.17%
89VANGUARD INDEX FDS92290859511,157$2.8M0.17%
90BANK NEW YORK MELLON CORP06405810032,477$2.7M0.17%
91VISA INCV7,764$2.7M0.17%
92SPDR INDEX SHS FDS78463X50967,970$2.7M0.16%
93PACER FDS TR69374H88147,818$2.6M0.16%
94ISHARES TR46435U54954,884$2.6M0.16%
95ISHARES TR46428841424,491$2.6M0.16%
96ISHARES TR46432F33914,979$2.6M0.16%
97ISHARES TR46428787926,176$2.6M0.16%
98ISHARES TR46435G52435,018$2.5M0.16%
99NEXTERA ENERGY INCNEE-PW33,783$2.4M0.15%
100STARBUCKS CORPSBUX24,055$2.4M0.14%
101ISHARES TR46428749927,621$2.3M0.14%
102AIR PRODS & CHEMS INCAIIR7,951$2.3M0.14%
103ISHARES TR46432F85947,269$2.3M0.14%
104VANGUARD INDEX FDS92290875110,156$2.3M0.14%
105TEXAS INSTRS INC88250810412,299$2.2M0.14%
106GRAYSCALE BITCOIN TRUST ETFGBTC33,455$2.2M0.13%
107MORGAN STANLEYMS-PQ18,433$2.2M0.13%
108SPDR INDEX SHS FDS78463X88958,504$2.1M0.13%
109GENERAL DYNAMICS CORPGD7,516$2.0M0.13%
110MERCK & CO INCMRK22,676$2.0M0.13%
111BLACKROCK ETF TRUST IIBLK83,013$2.0M0.12%
112PROGRESSIVE CORP7433151036,927$2.0M0.12%
113ILLINOIS TOOL WKS INC4523081097,822$1.9M0.12%
114CITY HLDG COCHCO16,217$1.9M0.12%
115MEDTRONIC PLCMDT20,599$1.9M0.11%
116ISHARES TR46434V62129,739$1.8M0.11%
117FIRST TR VALUE LINE DIVID IN33734H10640,487$1.8M0.11%
118VANGUARD MUN BD FDS92290774636,189$1.8M0.11%
119SPDR S&P 500 ETF TRSPY3,182$1.8M0.11%
120THERMO FISHER SCIENTIFIC INCTMO3,547$1.8M0.11%
121VANGUARD INDEX FDS92290874410,113$1.7M0.11%
122EXXON MOBIL CORPXOM14,414$1.7M0.11%
123MONDELEZ INTL INC60920710525,031$1.7M0.10%
124ISHARES TR46428864632,303$1.7M0.10%
125SPDR S&P MIDCAP 400 ETF TRMDY3,151$1.7M0.10%
126BLACKROCK ETF TRUST IIBLK31,336$1.6M0.10%
127APPLE INCAAPL7,300$1.6M0.10%
128COMCAST CORP NEWCCZ43,728$1.6M0.10%
129VANGUARD INDEX FDS9229087695,715$1.6M0.10%
130SELECT SECTOR SPDR TR81369Y30819,062$1.6M0.10%
131FIRST TR EXCHNG TRADED FD VI33740F66436,780$1.5M0.09%
132FIRST TR EXCHNG TRADED FD VI33740U50534,931$1.5M0.09%
133VANGUARD INDEX FDS9229086295,855$1.5M0.09%
134INVESCO EXCHANGE TRADED FD TIVZ8,732$1.5M0.09%
135TRACTOR SUPPLY COTSCO27,150$1.5M0.09%
136ISHARES TR46428788711,893$1.5M0.09%
137BERKSHIRE HATHAWAY INC DELBRK-A2,769$1.5M0.09%
138VANGUARD WORLD FD92204A2076,726$1.5M0.09%
139ISHARES TR4642876485,542$1.4M0.09%
140PRICE T ROWE GROUP INCTROW14,580$1.3M0.08%
141FIRST TR EXCHNG TRADED FD VI33740F72226,734$1.3M0.08%
142UNITED PARCEL SERVICE INCUPS11,787$1.3M0.08%
143WALMART INCWMT14,707$1.3M0.08%
144WISDOMTREE TRWT30,080$1.3M0.08%
145ISHARES TR46432F3966,224$1.3M0.08%
146VANGUARD WHITEHALL FDS92194681015,106$1.3M0.08%
147FIRST TR EXCHANGE-TRADED FD33733E2037,358$1.3M0.08%
148INVESCO EXCHANGE TRADED FD TIVZ18,372$1.2M0.07%
149GENUINE PARTS COGPC10,101$1.2M0.07%
150FIRST TR EXCHNG TRADED FD VI33740F59926,727$1.1M0.07%
151FIRST TR EXCHNG TRADED FD VI33740U30725,279$1.1M0.07%
152ISHARES TR46428873717,570$1.1M0.07%
153FIRST TR EXCHNG TRADED FD VI33740F74823,921$1.1M0.07%
154ISHARES TR46435U85329,271$1.1M0.07%
155UNITED BANKSHARES INC WEST VUNTCW30,820$1.1M0.07%
156ISHARES INC46434G86330,196$1.1M0.06%
157DIMENSIONAL ETF TRUST25434V80726,160$1.0M0.06%
158SPDR SER TR78464A84720,118$1.0M0.06%
159ORACLE CORPORCL-PD6,910$966,0690.06%
160ISHARES TR46428942011,640$956,5720.06%
161FIRST TR EXCHNG TRADED FD VI33740F83922,535$944,6000.06%
162FIRST TR EXCHNG TRADED FD VI33740U88523,012$940,9610.06%
163FIRST TR EXCHNG TRADED FD VI33740F67224,416$936,3540.06%
164SCHWAB STRATEGIC TR80852420142,375$935,6380.06%
165BLACKROCK ETF TRUST IIBLK18,535$933,4140.06%
166ISHARES TR46436E55123,692$925,6490.06%
167INVESCO EXCH TRADED FD TR IIIVZ31,484$913,3440.06%
168ALPHABET INCGOOG5,787$904,1040.06%
169FIRST TR NASDAQ 100 TECH IND3373451025,167$896,7850.06%
170VANGUARD WORLD FD92204A7021,552$841,6840.05%
171TRUIST FINL CORP89832Q10919,657$808,8710.05%
172ABBOTT LABSABLZF5,970$791,9770.05%
173ISHARES TR4642873098,521$791,0400.05%
174CINTAS CORPCTAS3,826$786,4220.05%
175COCA COLA COKO10,149$726,8640.04%
176INVESCO EXCHANGE TRADED FD TIVZ22,608$717,5740.04%
177ISHARES TR4642881586,743$712,1120.04%
178FIRST TR EXCHNG TRADED FD VI33740F61518,730$705,7260.04%
179FIRST TR EXCHANGE TRADED FD33737A1086,170$697,9640.04%
180PACKAGING CORP AMER6951561093,473$687,7240.04%
181VANGUARD ADMIRAL FDS INC9219328856,887$679,7470.04%
182BLACKSTONE INCBX4,840$676,5300.04%
183FIRST TR EXCHNG TRADED FD VI33740F68016,934$671,8700.04%
184ISHARES U S ETF TR46431W83813,296$667,9920.04%
185TESLA INCTSLA2,532$656,1940.04%
186FIRST TR EXCHNG TRADED FD VI33740F86214,349$652,6910.04%
187EXTRA SPACE STORAGE INCEXR4,321$641,6260.04%
188DUKE ENERGY CORP NEWDUKB5,203$634,5510.04%
189SPDR GOLD TRGLD2,166$624,1120.04%
190ISHARES TR46428723414,193$620,2350.04%
191ISHARES TR4642876304,080$615,9990.04%
192DANAHER CORPORATION2358511023,004$615,8860.04%
193BLACKROCK ETF TRUST IIBLK12,412$614,7670.04%
194VANGUARD INTL EQUITY INDEX F92204285813,471$609,6930.04%
195AT&T INCT-PC20,207$571,4590.04%
196RTX CORPORATIONRTX4,267$565,2070.03%
197SCHWAB STRATEGIC TR80852430022,268$557,6000.03%
198FIRST TR EXCHANGE-TRADED FD33733E3022,507$556,9310.03%
199FIRST TR EXCHNG TRADED FD VI33740U20811,438$544,8370.03%
200VANECK ETF TRUST92189F43718,868$544,5170.03%
201FIRST TR EXCHNG TRADED FD VI33740U70321,637$539,8440.03%
202DISNEY WALT CO2546871065,377$530,7440.03%
203DTE ENERGY CODTK3,827$529,1600.03%
204ECOLAB INCECL2,070$524,7930.03%
205MVB FINL CORP55381010229,876$517,4530.03%
206VANGUARD SPECIALIZED FUNDS9219088442,564$497,3910.03%
207AMERICAN ELEC PWR CO INC0255371014,438$484,9450.03%
208PAYCHEX INCPAYX3,118$481,0410.03%
209PROLOGIS INC.PLDGP4,282$478,7200.03%
210CORTEVA INCCTVA7,557$475,5630.03%
211FIRST TR EXCHNG TRADED FD VI33740F7639,620$469,3600.03%
212VANGUARD SCOTTSDALE FDS92206C1027,946$466,3510.03%
213ISHARES TR46432F3884,340$462,8610.03%
214SPDR SER TR78464A4095,670$455,7350.03%
215INVESCO EXCH TRADED FD TR IIIVZ15,160$453,8820.03%
216CISCO SYS INCCSCO7,316$451,4740.03%
217SOUTHERN COSOMN4,812$442,4520.03%
218ISHARES TR4642894382,096$442,1310.03%
219COLGATE PALMOLIVE COCL4,634$434,2190.03%
220SPDR SER TR78464A6312,699$433,7030.03%
221INVESCO EXCHANGE TRADED FD TIVZ3,720$433,5340.03%
222VANGUARD CHARLOTTE FDS92203J4078,874$433,2290.03%
223AMGEN INCAMGN1,351$420,9220.03%
224HCA HEALTHCARE INCHCA1,196$413,1070.03%
225ISHARES TR46434V3817,093$408,2740.03%
226CSX CORPCSX13,722$403,8530.02%
227DICKS SPORTING GOODS INC2533931022,000$403,1200.02%
228TRAVELERS COMPANIES INCTRV1,516$400,9420.02%
229BLACKROCK INCBLK423$400,2340.02%
230SPDR SER TR78464A8055,865$398,8790.02%
231ISHARES TR4642874733,162$398,2980.02%
232EDWARDS LIFESCIENCES CORPEW5,490$397,9160.02%
233SHERWIN WILLIAMS COSHW1,127$393,5380.02%
234GLOBAL PMTS INC37940X1023,972$388,9830.02%
235SILA REALTY TRUST INCSILA14,491$387,0650.02%
236INTUITIVE SURGICAL INCISRG780$386,3110.02%
237ASTRAZENECA PLCAZN5,232$384,5520.02%
238FIRST TR EXCHNG TRADED FD VI33740U4069,800$383,5730.02%
239ISHARES TR46435U6639,806$376,6390.02%
240ISHARES TR46429B6974,012$375,7370.02%
241ISHARES TR46434V80310,351$375,6380.02%
242NISOURCE INCNI9,258$371,1540.02%
243PROSHARES TR74348A4673,605$368,3460.02%
244CINCINNATI FINL CORP1720621012,470$364,8090.02%
245FIRST TR EXCHNG TRADED FD VI33740F6237,908$350,7200.02%
246GILEAD SCIENCES INCGILD3,127$350,3810.02%
247VANGUARD SCOTTSDALE FDS92206C4094,365$344,5620.02%
248ZOETIS INCZTS2,074$341,4850.02%
249FIRST TR EXCHNG TRADED FD VI33740F7718,047$339,1820.02%
250WELLS FARGO CO NEW9497461014,671$335,3320.02%
251PHILIP MORRIS INTL INC7181721092,108$334,6080.02%
252GLOBAL PMTS INC37940X1023,400$332,9280.02%
253VANGUARD WORLD FD92204A4052,715$324,3580.02%
254NIKE INCNKE4,956$314,6100.02%
255KIMBERLY-CLARK CORPKMB2,162$307,4560.02%
256ISHARES TR4642875231,617$304,1930.02%
257CME GROUP INCCME1,127$298,9820.02%
258ISHARES TR4642883074,183$298,7920.02%
259SCHWAB STRATEGIC TR80852470610,747$296,2910.02%
260WISDOMTREE TRWT2,688$295,1410.02%
261SELECT SECTOR SPDR TR81369Y7042,230$292,2740.02%
262ISHARES TR4642875722,964$285,4040.02%
263NORFOLK SOUTHN CORP6558441081,202$284,6670.02%
264COSTCO WHSL CORP NEW22160K105300$283,7340.02%
265ROPER TECHNOLOGIES INCROP481$283,5880.02%
266IDACORP INCIDA2,397$278,5800.02%
267GRAYSCALE BITCOIN MINI TR ET3899302077,419$270,7200.02%
268ISHARES TR4642882572,316$269,5760.02%
269ISHARES TR4642898756,109$268,0420.02%
270VERIZON COMMUNICATIONS INCVZ5,746$260,6450.02%
271ALLIANT ENERGY CORPLNT4,020$258,6870.02%
272WISDOMTREE TRWT4,208$250,7970.02%
273ISHARES TR4642871681,835$246,4230.02%
274ALPS ETF TR00162Q4524,720$245,1450.02%
275AMERICAN WTR WKS CO INC NEW0304201031,631$240,5920.01%
276INTERNATIONAL BUSINESS MACHSINTR966$240,2880.01%
277FIRST TR EXCHNG TRADED FD VI33740F8546,080$235,8890.01%
278ISHARES TR46434V2666,994$235,5680.01%
279ALIBABA GROUP HLDG LTDBBAAY1,779$235,2750.01%
280FLEXSHARES TRFLEX6,036$234,2580.01%
281VANGUARD INDEX FDS922908629900$232,7580.01%
282TARGET CORPTGT2,217$231,3670.01%
283EA SERIES TRUST02072L6155,730$229,4870.01%
284ISHARES TR4642871501,877$229,0540.01%
285HERSHEY COHSY1,335$228,3260.01%
286ISHARES TR4642872913,009$227,9020.01%
287PFIZER INCPFE8,930$226,2840.01%
288NXP SEMICONDUCTORS N VNXPI1,170$222,3710.01%
289EA SERIES TRUST02072L5997,245$221,0450.01%
290CONSOLIDATED EDISON INCED1,973$218,1950.01%
291CLOROX CO DELCLX1,478$217,6030.01%
292VANGUARD SCOTTSDALE FDS92206C7063,634$215,8600.01%
293STRYKER CORPORATIONSYK575$214,0440.01%
294KLA CORPKLAC310$210,7380.01%
295SPDR SER TR78464A3002,681$210,1910.01%
296BROADSTONE NET LEASE INCBNL12,190$207,7180.01%
297VANGUARD SCOTTSDALE FDS92206C7142,500$206,3500.01%
298NVIDIA CORPORATIONNVDA1,900$205,9220.01%
299EVERSOURCE ENERGYES3,314$205,8330.01%
300VANGUARD INDEX FDS922908637785$201,7140.01%
301FIRST COMWLTH FINL CORP PA31982910712,500$194,2500.01%
302INSPIREMD INCNSPR10,000$26,9000.00%
303VANGUARD INTL EQUITY INDEX F922042742115$13,3720.00%