Mckinley Carter Wealth Services, Inc.
McKinley Carter Wealth Services, Inc. is an SEC-registered independent wealth management firm headquartered in Wheeling, West Virginia. Founded in 2003, the firm provides a range of services including wealth management, investment management, trust services, and group retirement consulting. Serving individuals, high net worth families, charitable organizations, and pension plans, McKinley Carter is known for its client-centered approach. The firm employs about 51 people and emphasizes tailored, fiduciary advice to help clients meet their long-term financial goals.
Investment Strategy
McKinley Carter Wealth Services, Inc. focuses on delivering personalized investment and wealth management strategies tailored to each client’s unique goals and circumstances. They utilize a diversified investment approach that emphasizes risk management, long-term capital appreciation, and tax efficiency. The firm serves a broad spectrum of clients, including individuals (both high net worth and non-high net worth), charitable organizations, and pension/profit-sharing plans, advising on asset allocation and leveraging a mix of equities, fixed income, and mutual funds to construct robust and resilient portfolios.
Top Holdings
Equity Positions (300)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VXUS | VANGUARD STAR FDS | 6.56% | $118.2M | 1,710,919 | $62.10 | $69.09 | +$6.6M |
I IVV | ISHARES TR | 5.73% | $103.3M | 166,332 | $376.81 | $620.90 | +$9.1M |
I IWB | ISHARES TR | 5.73% | $103.2M | 303,806 | $188.99 | $339.57 | +$10.0M |
F FBND | FIDELITY MERRIMACK STR TR | 5.07% | $91.4M | 1,998,346 | $45.92 | $45.75 | +$4.4M |
I IEFA | ISHARES TR | 3.96% | $71.3M | 853,785 | $70.84 | $83.48 | +$6.4M |
Options Positions (5)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | — | Put | $1.5M | 73 | $205.17 | $212.40 | 0 | -$123.8K |
N NVDA | NVIDIA CORPORATION | — | Put | $300.2K | 19 | $157.99 | $108.38 | 0 | +$94.3K |
C COST | COSTCO WHSL CORP NEW | — | Put | $297.0K | 3 | $989.94 | $945.78 | 0 | +$13.2K |
G GPN | GLOBAL PMTS INC | — | Put | $272.1K | 34 | $80.04 | $97.92 | 0 | -$60.8K |
V VO | VANGUARD INDEX FDS | — | Put | $251.8K | 9 | $279.83 | $258.62 | 0 | +$19.1K |