Mc Kinley Carter Wealth Services, Inc. ETFs

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$632,000 0.04% of portfolio	22,056	Q4 2024 Added 1.92%
FDN First Tr Fd Dow Jones	$0	$609,000 0.04% of portfolio	2,507	Q4 2024 Reduced 4.31%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$552,000 0.03% of portfolio	21,637	Q4 2024 Reduced 1.26%
IWY Ishares Tr Russell 200 Growth	$0	$547,000 0.03% of portfolio	2,325	Q3 2024 Reduced 4.71%
GLD Spdr Gold Trust	$92.4B	$524,000 0.03% of portfolio	2,166	Q4 2024 Added 48.87%
SPYG Spdr Portfolio	$0	$498,000 0.03% of portfolio	5,668	Q4 2024 Added 0.05%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$494,000 0.03% of portfolio	6,335	Q4 2024 Reduced 31.51%
VLUE Ishares Msci Usa Value Factor	$0	$467,000 0.03% of portfolio	4,430	Q4 2024 Reduced 0.52%
VIG Vanguard Dividend Appreciation	$0	$465,000 0.03% of portfolio	2,556	Q2 2024 Added 1.67%
HEFA Ishares Currency Hedged Msci E	$0	$449,000 0.03% of portfolio	12,945	Q4 2024 Reduced 16.34%
XAR Spdr S&P Aerospace & Defense E	$0	$447,000 0.03% of portfolio	2,699	Q4 2023 Added 21.69%
PPA Invesco Exchange Traded Fd Tr	$0	$436,000 0.03% of portfolio	3,807	Q4 2024 Added 34.81%
XT Ishares Tr Exponential Technol	$0	$423,000 0.03% of portfolio	7,093	Q4 2024 Added 0.31%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$418,000 0.03% of portfolio	5,865	Q3 2024 Reduced 0.91%
IWS Ishares Russell Midcap Value E	$0	$415,000 0.03% of portfolio	3,216	Q4 2024 Added 3.34%
ISCF Ishares Msci Intl Small Cap Mu	$0	$396,000 0.02% of portfolio	12,269	Q4 2024 Reduced 58.2%
DDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$393,000 0.02% of portfolio	9,800	Q4 2023 Added 16.67%
ESML Ishares Esg Aware Msci Usa Sma	$0	$391,000 0.02% of portfolio	9,301	Q4 2024 Added 3.06%
NOBL Proshares S&P 500 Dividend Ari	$0	$358,000 0.02% of portfolio	3,605	Q4 2024 Reduced 2.17%
USMV Ishares Msci Usa Min Vol Facto	$0	$355,000 0.02% of portfolio	4,009	Q4 2024 Reduced 15.31%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$338,000 0.02% of portfolio	12,152	Q4 2024 Added 5.08%
SOXX Ishares Semiconductor ETF	$0	$334,000 0.02% of portfolio	1,550	Q4 2024 Added 0.06%
SCHE Schwab Strategic Tr Us Emergin	$0	$332,000 0.02% of portfolio	12,483	Q4 2024 Reduced 2.89%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$331,000 0.02% of portfolio	8,181	Q3 2024 Reduced 2.91%
VFH Vanguard Financial ETF	$0	$319,000 0.02% of portfolio	2,707	Q4 2024 Reduced 14.17%
IMCG Ishare Morningstar Mid Cap Gro	$0	$316,000 0.02% of portfolio	4,185	Q4 2024 Reduced 43.42%
EMBD Global X Fds Emerging Mkts Bd	$0	$293,000 0.02% of portfolio	13,005	Q4 2024 Added 3.75%
XLI Industrial Sector Spdr	$0	$293,000 0.02% of portfolio	2,229	Q4 2024 Reduced 5.07%
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$286,000 0.02% of portfolio	2,688	Q4 2024 Reduced 25.95%
IOO Ishares Tr Global 100 ETF	$0	$273,000 0.02% of portfolio	2,714	Q4 2024 Reduced 3.96%
EZM Wisdomtree U.S. Midcap Fund	$0	$272,000 0.02% of portfolio	4,364	Q2 2023 Reduced 13.09%
AOM Ishares Tr Core Moderate Alloc	$0	$265,000 0.02% of portfolio	6,109	Q4 2024 Reduced 23.56%
GUNR Flexshares Tr Morningstar Glob	$0	$263,000 0.02% of portfolio	7,235	Q4 2024 Reduced 14.85%
IXN Ishares Global Information Tec	$0	$255,000 0.02% of portfolio	3,009	Q4 2023 New
DVY Ishares Tr	$0	$249,000 0.02% of portfolio	1,899	Q4 2024 Added 3.49%
ITOT Ishares Core S&P Total U.S. St	$0	$245,000 0.02% of portfolio	1,912	Q4 2024 Reduced 16.58%
SLYV Spdr S&P 600 Small Cap Value E	$0	$240,000 0.02% of portfolio	2,755	Q4 2024 Reduced 14.68%
BNDX Vanguard Total International B	$0	$232,000 0.01% of portfolio	4,737	Q4 2024 Reduced 10.99%
VGIT Vanguard Intermediate Term Tre	$0	$229,000 0.01% of portfolio	3,957	Q4 2024 Reduced 7.18%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$227,000 0.01% of portfolio	4,720	Q4 2023 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$221,000 0.01% of portfolio	4,924	Q4 2024 Reduced 20.21%
AOR Ishares Tr Core Growth Allocat	$0	$220,000 0.01% of portfolio	3,851	Q4 2024 Reduced 74.47%
ACWI Ishares Msci Acwi ETF	$0	$217,000 0.01% of portfolio	1,849	Q4 2024 Reduced 0.96%
VV Vanguard Large Cap ETF	$0	$209,000 0.01% of portfolio	778	Q4 2024 Added 0.26%
VONV Vanguard Russell 1000 Value Et	$0	$203,000 0.01% of portfolio	2,500	Q3 2024 New
RTM Invesco S&P 500 Equal Weight M	$0	$0 0.0% of portfolio	24,264	Q4 2024 Reduced 6.85%

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