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
201iShares National Muni Bond ETF 5,070538.2K $
202First Trust Exchange-Traded Fund VIII 15,098517.9K $
203Select Sector Spdr Trust 3,143508.3K $
204Extra Space Storage Inc 3,817500.5K $
205AT&T Inc 17,119496.3K $
206SPDR Series Trust 5,054494.9K $
207iShares Trust 10,298467.2K $
208KLA Corp 312459.4K $
209Duke Energy Corp 3,494457.5K $
210First Trust Exchange-Traded Fund VIII 10,615444.9K $
211Southern Co/The 4,560440.1K $
212First Trust Exchange-Traded Fund VIII 9,800433.9K $
213Cadence Design Systems Inc 1,558432.9K $
214Gilead Sciences Inc 3,100432K $
215iShares Russell Top 200 Growth 1,727429.7K $
216iShares Trust 1,264415.3K $
217Dick's Sporting Goods Inc 2,000396.6K $
218VanEck Fallen Angel High Yield 13,576389.9K $
219Cisco Systems, Inc. 4,933382.7K $
220iShares Russell Mid-Cap Value 2,616381.3K $
221First Trust Exchange-Traded Fund VIII 8,047381.2K $
222Truist Financial Corp 8,266379.8K $
223iShares MSCI USA Min Vol Factor ETF 4,026373.3K $
224iShares Trust 8,727370.9K $
225NiSource Inc 7,918369.5K $
226Vanguard Scottsdale Funds 6,101363.3K $
227Vertiv Holdings Co 1,429358.1K $
228iShares Short-Term National Muni Bond ETF 3,355357.3K $
229Norfolk Southern Corp 1,213348.3K $
230IDACORP Inc 2,397342.7K $
231Sherwin-Williams Co/The 1,052337.2K $
232State Street SPDR Portfolio S& 4,192331.4K $
233First Trust Exchange-Traded Fund VIII 8,062328.7K $
234Vanguard Financials ETF 2,709327.2K $
235State Street SPDR S&P Dividend ETF 2,226324.9K $
236iShares Global 100 ETF 2,652320.8K $
237Travelers Cos Inc/The 1,084316.3K $
238Flexshares Trust 5,498303.3K $
239iShares ESG Aware MSCI USA Small-Cap ETF 6,405301.2K $
240Invesco RAFI Developed Markets ex-U.S. ETF 4,272298.6K $
241iShares Trust 2,870288.9K $
242Alliant Energy Corp 4,020288.5K $
243iShares Trust 2,835283.4K $
244Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 3,733280.7K $
245iShares Select Dividend ETF 1,835277.8K $
246BlackRock ETF Trust II 5,237272K $
247FIRST TRUST EXCHANGE-TRADED FUND VIII 6,080264.8K $
248VANGUARD SCOTTSDALE FUNDS 2,821264.4K $
249Amgen Inc 751264.1K $
250ProShares Trust 2,451259.8K $
251Honeywell International Inc 1,147259.3K $
252Global Payments Inc 3,823257.3K $
253Philip Morris International Inc. 1,539254.5K $
254Palantir Technologies Inc 1,708249.8K $
255DT Midstream Inc 1,848248.9K $
256Blackrock Inc 258248.1K $
257Hershey Co/The 1,193248K $
258Schwab Emerging Markets Equity ETF 7,506247.3K $
259Colgate-Palmolive Co 2,880245.5K $
260iShares Core S&P Total U.S. Stock Market ETF 1,711243.7K $
261Danaher Corp 1,273241.3K $
262VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 2,971235.5K $
263UnitedHealth Group Inc 867234.5K $
264Vanguard Large-Cap ETF 782233.6K $
265Intel Corp 5,262232.2K $
266Blackstone Inc 2,013231.4K $
267WisdomTree Trust 3,410229.2K $
268Alibaba Group Holding Ltd 1,811227.2K $
269Broadstone Net Lease Inc 12,133221.7K $
270First Commonwealth Financial Corp 12,500219.8K $
271Target Corp 1,803218.5K $
272Vanguard High Dividend Yield E 1,467217.3K $
273Invesco S&P 500 Momentum ETF 1,867209.3K $
274INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 12,013208.1K $
275iShares ESG Optimized MSCI USA ETF 1,575208K $
276SONOMA PHARMACEUTICALS INC 11,19323.8K $
277InspireMD, Inc. 10,00016.3K $