Current Market Value 1,801,827,575
Current Holdings 307
Most Recent File Date 2025-07-24
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by McKinley Carter Wealth Services, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 307 1,801,828
2025-04-15 2025-03-31 13F-HR 302 1,627,510
2025-01-23 2024-12-31 13F-HR 291 1,634,338
2024-10-16 2024-09-30 13F-HR 303 1,655,827
2024-08-09 2024-06-30 13F-HR 298 1,570,079
2024-04-26 2024-03-31 13F-HR 299 1,496,185
2024-02-07 2023-12-31 13F-HR 302 1,366,459
2023-10-13 2023-09-30 13F-HR 292 1,257,109
2023-08-03 2023-06-30 13F-HR 296 1,332,381
2023-04-25 2023-03-31 13F-HR 295 1,279,105
2023-02-08 2022-12-31 13F-HR 288 1,180,286
2022-10-24 2022-09-30 13F-HR 282 1,075,168
2022-07-15 2022-06-30 13F-HR 288 1,129,423
2022-04-27 2022-03-31 13F-HR 289 1,278,393
2022-02-07 2021-12-31 13F-HR 288 1,340,550
2021-11-03 2021-09-30 13F-HR 284 1,219,906
2021-08-12 2021-06-30 13F-HR 284 1,208,859
2021-04-30 2021-03-31 13F-HR 283 1,169,574
2021-02-16 2020-12-31 13F-HR/A 1 R 264 763,028
2021-02-12 2020-12-31 13F-HR 155 514,636
2020-10-14 2020-09-30 13F-HR 139 444,921
2020-07-20 2020-06-30 13F-HR 135 408,070
2020-05-01 2020-03-31 13F-HR 133 334,394
2020-01-23 2019-12-31 13F-HR 188 427,654
2019-11-14 2019-09-30 13F-HR 159 390,996
2019-08-02 2019-06-30 13F-HR 153 371,312
2019-05-08 2019-03-31 13F-HR 149 356,345
2019-02-13 2018-12-31 13F-HR 147 302,784
2018-11-06 2018-09-30 13F-HR 159 337,185
2018-12-07 2018-06-30 13F-HR 157 310,641
2018-05-17 2018-03-31 13F-HR 440 305,888
2018-01-31 2017-12-31 13F-HR 153 290,839
2017-10-31 2017-09-30 13F-HR 145 260,579
2017-08-08 2017-06-30 13F-HR 130 226,111
2017-05-10 2017-03-31 13F-HR 121 215,329
2017-02-07 2016-12-31 13F-HR 119 197,827
2016-11-07 2016-09-30 13F-HR 121 194,013
2016-08-01 2016-06-30 13F-HR 125 192,201
2016-05-13 2016-03-31 13F-HR 127 180,335
2016-02-02 2015-12-31 13F-HR 115 174,632
2015-11-10 2015-09-30 13F-HR 110 160,655
2015-08-10 2015-06-30 13F-HR 122 184,337
2015-05-06 2015-03-31 13F-HR 108 155,089
2015-02-05 2014-12-31 13F-HR 0 0
2014-10-22 2014-09-30 13F-HR 92 105,390
2014-10-22 2014-06-30 13F-HR/A 1 R 91 94,756
2014-08-08 2014-06-30 13F-HR 91 94,754
2014-05-02 2014-03-31 13F-HR 93 91,825
2014-01-29 2013-12-31 13F-HR 119 102,685
2013-11-14 2013-09-30 13F-HR/A 1 R 94 84,409
2013-10-30 2013-09-30 13F-HR 94 82,504
2013-07-24 2013-06-30 13F-HR 70 66,183