Titelia

Holdings of McKinley Carter Wealth Services, Inc.

277 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.2 % of the equity sleeve

Sector breakdown

  • Funds 22.3 %
  • Technology 6.1 %
  • Industrials 3.6 %
  • Consumer discretionary 3.2 %
  • Financials 2.6 %
  • Communication 2.3 %
  • Health care 2.0 %
  • Consumer staples 1.8 %
  • Utilities 0.5 %
  • Materials 0.2 %
  • Energy 0.1 %
  • Unattributed 55.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2771.7B $100.00 %

Positions

RankCompanySharesValueWeight
101Vanguard Index Funds 13,1172.8M $
102iShares Trust 56,4682.8M $
103iShares ESG Aware MSCI EAFE ETF 29,4612.8M $
104iShares Trust 28,9592.8M $
105iShares Trust 13,3312.6M $
106SPDR Series Trust 33,1632.5M $
107iShares ESG Aware U.S. Aggregate Bond ETF 53,1782.5M $
108Eversource Energy 36,4382.5M $
109Automatic Data Processing Inc 11,6372.4M $
110Illinois Tool Works Inc 9,0162.3M $
111Pacer Funds Trust 35,9532.2M $
112Starbucks Corp 23,9432.1M $
113iShares Core Dividend Growth ETF 29,6392.1M $
114Mondelez International Inc 35,8912.1M $
115State Street SPDR S&P 500 ETF Trust 3,1122M $
116Vanguard Value ETF 10,1792M $
117Abbott Laboratories 19,4492M $
118State Street SPDR Portfolio Emerging Markets ETF 42,0642M $
119T-Mobile US Inc 9,2211.9M $
120State Street SPDR S&P MidCap 400 ETF Trust 3,1111.9M $
121Ecolab Inc 7,1391.9M $
122Wells Fargo & Co 23,4931.9M $
123First Trust Exchange-Traded Fund VIII 34,9311.7M $
124Grayscale Bitcoin Trust ETF 32,1071.7M $
125PNC Financial Services Group Inc/The 7,9311.7M $
126City Holding Co 13,7771.6M $
127Visa Inc 5,3821.6M $
128First Trust Value Line Dividen 34,4701.6M $
129Grayscale Bitcoin Mini Trust E 53,0401.6M $
130Schwab Strategic Trust 54,1151.6M $
131iShares Russell 2000 Growth ETF 4,9421.6M $
132First Trust Exchange-Traded Fund VIII 32,2161.5M $
133WisdomTree Trust 30,7441.5M $
134Invesco S&P 500 Equal Weight ETF 7,9441.5M $
135First Trust Exchange-Traded Fund VIII 26,5961.5M $
136Vanguard Mid-Cap ETF 5,2161.5M $
137Vanguard Total Stock Market ETF 4,4851.4M $
138First Trust Exchange-Traded Fund VIII 29,5271.4M $
139Exxon Mobil Corp 8,3131.4M $
140Vanguard International Dividend Appreciation ETF 15,2331.3M $
141Progressive Corp/The 6,7691.3M $
142First Trust Exchange-Traded Fund VIII 26,4061.3M $
143Comcast Corp 46,2521.3M $
144VANGUARD ENERGY ETF VANGUARD ENERGY ETF 7,6331.3M $
145United Bankshares Inc/WV 31,0001.3M $
146First Trust Exchange-Traded Fund VIII 23,9211.3M $
147iShares S&P Small-Cap 600 Growth ETF 8,6701.3M $
148Vanguard World Fund 5,4211.2M $
149Walmart Inc 9,4321.2M $
150iShares MSCI USA Momentum Factor ETF 4,8241.2M $
151Vanguard Information Technology ETF 1,5751.1M $
152First Trust Exchange-Traded Fund VIII 24,1721.1M $
153iShares ESG Aware MSCI EM ETF 23,7431.1M $
154First Trust Exchange-Traded Fund VIII 22,5351.1M $
155Select Sector Spdr Trust 13,1501.1M $
156Alphabet Inc 3,7031.1M $
157First Trust Exchange-Traded Fund VIII 24,4161.1M $
158iShares Trust 10,590981.4K $
159Berkshire Hathaway Inc 2,046980.4K $
160iShares High Yield Muni Active ETF 20,178968.2K $
161First Trust Exchange-Traded Fund 4,777959.3K $
162ISHARES TRUST 13,852928.2K $
163Oracle Corp 6,219914.9K $
164SPDR Gold Shares 2,121912.6K $
165State Street SPDR Portfolio Developed World ex-US ETF 19,973911.8K $
166iShares Trust 7,883891.6K $
167Tesla Inc 2,343871K $
168iShares Broad USD High Yield Corporate Bond ETF 23,075850.1K $
169Coca-Cola Co/The 11,110844.9K $
170iShares Trust 15,761828.4K $
171Thermo Fisher Scientific Inc 1,641806.6K $
172First Trust Exchange-Traded Fund VIII 18,730794.2K $
173First Trust Exchange-Traded Fund VIII 15,038778.7K $
174First Trust Exchange-Traded Fund VIII 16,934744.4K $
175ISHARES CORE 1-5 YEAR USD BO 15,240738.5K $
176VANGUARD ADMIRAL FDS INC 6,452737.6K $
177Packaging Corp of America 3,475737.5K $
178RTX Corp 3,745722.4K $
179iShares MSCI Emerging Markets ETF 12,683720.3K $
180Berkshire Hathaway Inc 1718.1K $
181Vanguard International Equity Index Funds 12,990702.1K $
182First Trust Exchange-Traded Fund VIII 12,756698K $
183SPDR Series Trust 2,699685.5K $
184PIMCO Multisector Bond Active 25,661672.3K $
185MVB Financial Corp 25,877642.5K $
186Invesco Exchange-Traded Fund Trust 5,861641.6K $
187iShares Russell 2000 Value ETF 3,381641K $
188Schwab U.S. Large-Cap ETF 24,738634.3K $
189American Electric Power Co Inc 4,792628.2K $
190First Trust Exchange-Traded Fund VIII 11,059617.6K $
191CSX Corp 14,943613.4K $
192INVESCO AEROSPACE & DEFEN 3,653605.4K $
193Ishares Gold Trust Micro 12,823598.8K $
194iShares MSCI USA Value Factor ETF 4,108584.1K $
195First Trust Exchange-Traded Fund VIII 11,145561.8K $
196Corteva Inc 6,667558.1K $
197SPDR Series Trust 9,390556.1K $
198Tractor Supply Co 12,183551.9K $
199DTE Energy Co 3,717543.5K $
200International Business Machines Corp. 2,238542.6K $