McKinley Carter Wealth Services, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1484265
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.7B
incl. option notional
Equity Holdings
ⓘ$1.7B
Option Notional
ⓘ$3.0M
$3.0M puts / $0 calls
Holdings
305
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
McKinley Carter Wealth Services, Inc. disclosed 305 positions worth $1.7B in its Form 13F-HR for Q1 2026 — $1.7B in common stock plus $3.0M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 10 new positions and exited 25 — including a new stake in $CDNS and a full exit from $CTAS. The portfolio is most concentrated in Other (73.4% of disclosed assets). All figures are sourced directly from McKinley Carter Wealth Services, Inc.’s Form 13F-HR filing with the SEC under CIK 1484265.
AI Fund Analysis
ConcentratingISHARES TR
6.3% weight
Held 9 quarters
FIDELITY MERRIMACK STR TR
6.0% weight
Held 8 quarters
ISHARES TR
5.1% weight
Held 9 quarters
ISHARES TR
3.6% weight
Held 9 quarters
VANGUARD STAR FDS
2.4% weight
Held 5 quarters
VANGUARD INDEX FDS
8 quarters accumulating
$UBSI8 quarters accumulating
FIDELITY MERRIMACK STR TR
7 quarters accumulating
$NEE7 quarters accumulating
$WFC7 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsConsumer Staples
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$AAPLPUT$2M notional
$NVDAPUT$331K notional
$COSTPUT$299K notional
VANGUARD INDEX FDSPUT$258K notional
$GPNPUT$229K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$135.8M3,484,718 shISHARES TR
—Quality
$109.5M167,634 shFIDELITY MERRIMACK STR TR
—Quality
$103.5M2,269,756 shISHARES TR
—Quality
$88.2M247,303 shDIMENSIONAL ETF TRUST
—Quality
$73.8M2,179,072 shISHARES TR
—Quality
$61.6M620,277 shVANGUARD STAR FDS
—Quality
$40.8M529,601 shISHARES TR
—Quality
$34.1M376,669 shISHARES TR
—Quality
$33.8M160,281 shVANGUARD TAX-MANAGED FDS
—Quality
$33.7M525,701 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $135.8M | 3,484,718 |
| ISHARES TR | — | $109.5M | 167,634 |
| FIDELITY MERRIMACK STR TR | — | $103.5M | 2,269,756 |
| ISHARES TR | — | $88.2M | 247,303 |
| DIMENSIONAL ETF TRUST | — | $73.8M | 2,179,072 |
| ISHARES TR | — | $61.6M | 620,277 |
| VANGUARD STAR FDS | — | $40.8M | 529,601 |
| ISHARES TR | — | $34.1M | 376,669 |
| ISHARES TR | — | $33.8M | 160,281 |
| VANGUARD TAX-MANAGED FDS | — | $33.7M | 525,701 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of McKinley Carter Wealth Services, Inc.'s 305 positions.
Showing top 10 of 305 holdings.
Sector Allocation
Other
$1.3B
Technology
$161.4M
Consumer Discretionary
$81.4M
Financials
$60.6M
Industrials
$57.2M
Consumer Staples
$26.5M
Healthcare
$21.2M
Utilities
$19.6M
Full Holdings — McKinley Carter Wealth Services, Inc. (Q1 2026)
All 305 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL ETF TRUST | $135.8M | 7.8% | +322% | — |
| 2 | — | ISHARES TR | $109.5M | 6.3% | +16% | — |
| 3 | — | FIDELITY MERRIMACK STR TR | $103.5M | 6.0% | +6% | — |
| 4 | — | ISHARES TR | $88.2M | 5.1% | -2% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $73.8M | 4.3% | +316% | — |
| 6 | — | ISHARES TR | $61.6M | 3.6% | +3% | — |
| 7 | — | VANGUARD STAR FDS | $40.8M | 2.4% | -62% | — |
| 8 | — | ISHARES TR | $34.1M | 2.0% | -42% | — |
| 9 | — | ISHARES TR | $33.8M | 1.9% | +30% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS | $33.7M | 1.9% | -37% | — |
| 11 |  $AAPL | Apple Inc. | $30.7M | 1.8% | -8% | 76.1 |
| 12 | — | ISHARES TR | $25.9M | 1.5% | -26% | — |
| 13 |  $AVGO | Broadcom Inc. | $24.8M | 1.4% | +1% | 86.4 |
| 14 | — | BLACKROCK ETF TRUST | $22.7M | 1.3% | +386% | — |
| 15 | — | ISHARES TR | $21.0M | 1.2% | -1% | — |
| 16 | — | ISHARES TR | $18.4M | 1.1% | +21% | — |
| 17 |  $GOOG | Alphabet Inc. | $18.0M | 1.0% | -15% | 80.2 |
| 18 | — | ISHARES TR | $17.3M | 1.0% | -4% | — |
| 19 | — | ISHARES TR | $16.7M | 1.0% | +146% | — |
| 20 | — | ISHARES TR | $15.8M | 0.9% | -8% | — |
| 21 |  $COST | COSTCO WHOLESALE CORP /NEW | $15.0M | 0.9% | -10% | 67 |
| 22 |  $MSFT | MICROSOFT CORP | $14.9M | 0.9% | -7% | 83.7 |
| 23 | — | ISHARES TR | $14.5M | 0.8% | -26% | — |
| 24 |  $NVDA | NVIDIA CORP | $13.5M | 0.8% | -1% | 90.2 |
| 25 | — | ISHARES TR | $13.2M | 0.8% | +370% | — |
| 26 |  $TJX | TJX COMPANIES INC /DE/ | $13.1M | 0.8% | -2% | 70.7 |
| 27 | — | FIRST TR EXCHANGE-TRADED FD | $13.0M | 0.8% | +287% | — |
| 28 | — | ISHARES INC | $13.0M | 0.8% | -43% | — |
| 29 | — | SELECT SECTOR SPDR TR | $12.1M | 0.7% | -43% | — |
| 30 |  $MCK | MCKESSON CORP | $11.8M | 0.7% | -4% | 63.7 |
| 31 |  $ORLY | O REILLY AUTOMOTIVE INC | $11.4M | 0.7% | -0% | 72.7 |
| 32 | — | ISHARES TR | $11.2M | 0.7% | -65% | — |
| 33 | — | DIMENSIONAL ETF TRUST | $11.2M | 0.6% | -62% | — |
| 34 | — | VANGUARD BD INDEX FDS | $11.1M | 0.6% | -3% | — |
| 35 | — | ISHARES TR | $11.0M | 0.6% | +294% | — |
| 36 |  $DOV | DOVER Corp | $11.0M | 0.6% | -69% | 63.1 |
| 37 | — | BLACKROCK ETF TRUST | $10.9M | 0.6% | +380% | — |
| 38 |  $CACI | CACI INTERNATIONAL INC /DE/ | $10.7M | 0.6% | -3% | 66.7 |
| 39 |  $PWR | QUANTA SERVICES, INC. | $10.4M | 0.6% | -3% | 62.6 |
| 40 |  $WM | WASTE MANAGEMENT INC | $10.4M | 0.6% | -1% | 70.7 |
| 41 |  $LIN | LINDE PLC | $9.9M | 0.6% | +1% | — |
| 42 |  $AMZN | AMAZON COM INC | $9.8M | 0.6% | -4% | 74.6 |
| 43 | — | ISHARES INC | $9.8M | 0.6% | -58% | — |
| 44 |  $MA | Mastercard Inc | $9.7M | 0.6% | -6% | 81.7 |
| 45 | — | SCHWAB STRATEGIC TR | $9.7M | 0.6% | -55% | — |
| 46 | — | ISHARES TR | $9.6M | 0.6% | +373% | — |
| 47 |  $HUBB | HUBBELL INC | $9.5M | 0.6% | -2% | 68.7 |
| 48 | — | VANGUARD INDEX FDS | $9.4M | 0.5% | +3% | — |
| 49 | — | ISHARES TR | $9.3M | 0.5% | -55% | — |
| 50 | — | DIMENSIONAL ETF TRUST | $9.2M | 0.5% | +0% | — |
| 51 |  $NFLX | NETFLIX INC | $8.8M | 0.5% | -4% | 86.7 |
| 52 | — | ISHARES TR | $8.6M | 0.5% | -2% | — |
| 53 | — | SELECT SECTOR SPDR TR | $8.6M | 0.5% | -49% | — |
| 54 |  $HD | HOME DEPOT, INC. | $8.5M | 0.5% | -7% | 69.2 |
| 55 |  $J | JACOBS SOLUTIONS INC. | $8.3M | 0.5% | +2% | 47.7 |
| 56 | — | SELECT SECTOR SPDR TR | $8.0M | 0.5% | -56% | — |
| 57 | — | COLUMBIA ETF TR II | $7.9M | 0.5% | -11% | — |
| 58 |  $GD | GENERAL DYNAMICS CORP | $7.8M | 0.5% | +15% | 73 |
| 59 | — | VANGUARD INDEX FDS | $7.8M | 0.5% | -1% | — |
| 60 |  $META | Meta Platforms, Inc. | $7.8M | 0.5% | -14% | 80.9 |
| 61 |  $RL | RALPH LAUREN CORP | $7.4M | 0.4% | +12% | 76.6 |
| 62 |  $INTU | INTUIT INC. | $7.3M | 0.4% | -5% | 82 |
| 63 | — | VANGUARD WHITEHALL FDS | $7.1M | 0.4% | -2% | — |
| 64 |  $AYI | ACUITY INC. (DE) | $7.0M | 0.4% | -1% | 68.9 |
| 65 |  $CAT | CATERPILLAR INC | $6.8M | 0.4% | -3% | 67.8 |
| 66 | — | SCHWAB STRATEGIC TR | $6.8M | 0.4% | -7% | — |
| 67 |  $JPM | JPMORGAN CHASE & CO | $6.7M | 0.4% | -7% | 35.6 |
| 68 |  $APH | AMPHENOL CORP /DE/ | $6.5M | 0.4% | +12% | 80.5 |
| 69 |  $PEP | PEPSICO INC | $6.3M | 0.4% | -5% | 62.7 |
| 70 |  $AJG | Arthur J. Gallagher & Co. | $6.2M | 0.4% | -11% | 72.1 |
| 71 | — | ISHARES TR | $6.0M | 0.3% | -4% | — |
| 72 | — | GLOBAL X FDS | $5.9M | 0.3% | +8% | — |
| 73 |  $LLY | ELI LILLY & Co | $5.9M | 0.3% | -11% | 89.3 |
| 74 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.9M | 0.3% | -4% | — |
| 75 | — | ISHARES TR | $5.8M | 0.3% | -1% | — |
| 76 | — | ISHARES TR | $5.6M | 0.3% | +20% | — |
| 77 | — | VANGUARD INDEX FDS | $5.4M | 0.3% | -4% | — |
| 78 | — | VANGUARD INTL EQUITY INDEX F | $5.3M | 0.3% | -14% | — |
| 79 |  $CVX | CHEVRON CORP | $5.1M | 0.3% | -3% | 54.7 |
| 80 | — | ISHARES TR | $5.1M | 0.3% | -25% | — |
| 81 |  $ABBV | AbbVie Inc. | $5.0M | 0.3% | -4% | 59.3 |
| 82 |  $ICE | Intercontinental Exchange, Inc. | $4.9M | 0.3% | +6% | 73.8 |
| 83 |  $LMT | LOCKHEED MARTIN CORP | $4.5M | 0.3% | -2% | 65 |
| 84 | — | PIMCO ETF TR | $4.3M | 0.3% | -4% | — |
| 85 |  $__PARK_1390777 | Bank of New York Mellon Corp | $4.2M | 0.2% | -0% | 36.7 |
| 86 |  $JNJ | JOHNSON & JOHNSON | $4.2M | 0.2% | -11% | 72.8 |
| 87 |  $PG | PROCTER & GAMBLE Co | $4.2M | 0.2% | -18% | 72.9 |
| 88 | — | SELECT SECTOR SPDR TR | $4.1M | 0.2% | -63% | — |
| 89 |  $GWW | W.W. GRAINGER, INC. | $4.0M | 0.2% | -18% | 69.5 |
| 90 |  $MCD | MCDONALDS CORP | $3.9M | 0.2% | -2% | 73.9 |
| 91 | — | ISHARES TR | $3.8M | 0.2% | -5% | — |
| 92 | — | ISHARES TR | $3.7M | 0.2% | -2% | — |
| 93 | $NEE | NEXTERA ENERGY INC | $3.6M | 0.2% | +1% | 71.7 |
| 94 |  $LOW | LOWES COMPANIES INC | $3.5M | 0.2% | +1% | 63.5 |
| 95 | — | ISHARES TR | $3.5M | 0.2% | -9% | — |
| 96 |  $MS | MORGAN STANLEY | $3.4M | 0.2% | +0% | — |
| 97 | — | BLACKROCK ETF TRUST II | $3.4M | 0.2% | +4% | — |
| 98 | — | ISHARES TR | $3.2M | 0.2% | +1% | — |
| 99 | — | ISHARES TR | $3.2M | 0.2% | -1% | — |
| 100 | — | VANGUARD INDEX FDS | $3.2M | 0.2% | -0% | — |
| 101 | — | FIRST TR EXCHNG TRADED FD VI | $3.1M | 0.2% | +0% | — |
| 102 | — | DIMENSIONAL ETF TRUST | $3.0M | 0.2% | -3% | — |
| 103 |  $MRK | Merck & Co., Inc. | $3.0M | 0.2% | -1% | 70.9 |
| 104 |  $TXN | TEXAS INSTRUMENTS INC | $2.9M | 0.2% | +7% | 70.4 |
| 105 | — | ISHARES TR | $2.9M | 0.2% | -15% | — |
| 106 | — | VANGUARD INDEX FDS | $2.8M | 0.2% | -2% | — |
| 107 | — | ISHARES TR | $2.8M | 0.2% | -82% | — |
| 108 | — | ISHARES TR | $2.8M | 0.2% | -8% | — |
| 109 | — | ISHARES TR | $2.8M | 0.2% | -5% | — |
| 110 | — | ISHARES TR | $2.6M | 0.1% | -1% | — |
| 111 | — | SPDR SERIES TRUST | $2.5M | 0.1% | -51% | — |
| 112 | — | ISHARES TR | $2.5M | 0.1% | -12% | — |
| 113 |  $ES | EVERSOURCE ENERGY | $2.5M | 0.1% | -0% | 67 |
| 114 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.4M | 0.1% | +0% | 77.9 |
| 115 | — | BLACKROCK ETF TRUST II | $2.3M | 0.1% | +16% | — |
| 116 |  $ITW | ILLINOIS TOOL WORKS INC | $2.3M | 0.1% | +2% | 71.2 |
| 117 | — | PACER FDS TR | $2.2M | 0.1% | -1% | — |
| 118 |  $SBUX | STARBUCKS CORP | $2.1M | 0.1% | -4% | 54.6 |
| 119 | — | ISHARES TR | $2.1M | 0.1% | -1% | — |
| 120 |  $MDLZ | Mondelez International, Inc. | $2.1M | 0.1% | +5% | 53.9 |
| 121 |  $ACN | Accenture plc | $2.0M | 0.1% | -5% | — |
| 122 |  $SPY | SPDR S&P 500 ETF TRUST | $2.0M | 0.1% | -1% | — |
| 123 | — | VANGUARD INDEX FDS | $2.0M | 0.1% | -1% | — |
| 124 |  $ABT | ABBOTT LABORATORIES | $2.0M | 0.1% | -11% | 67 |
| 125 | — | SPDR INDEX SHS FDS | $2.0M | 0.1% | -23% | — |
| 126 |  $TMUS | T-Mobile US, Inc. | $1.9M | 0.1% | +7% | 72.7 |
| 127 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.9M | 0.1% | +0% | — |
| 128 |  $ECL | ECOLAB INC. | $1.9M | 0.1% | +12% | 64.3 |
| 129 | $WFC | WELLS FARGO & COMPANY/MN | $1.9M | 0.1% | +4% | — |
| 130 | $AAPLPUT | Apple Inc. | $1.9M | — | +204% | 76.1 |
| 131 | — | FIRST TR EXCHNG TRADED FD VI | $1.7M | 0.1% | +0% | — |
| 132 |  $GBTC | Grayscale Bitcoin Trust ETF | $1.7M | 0.1% | +0% | — |
| 133 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.7M | 0.1% | -3% | 70.9 |
| 134 |  $CHCO | CITY HOLDING CO | $1.6M | 0.1% | +0% | 33.7 |
| 135 |  $V | VISA INC. | $1.6M | 0.1% | -27% | 83.5 |
| 136 | — | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.1% | -2% | — |
| 137 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $1.6M | 0.1% | +2% | — |
| 138 | — | SCHWAB STRATEGIC TR | $1.6M | 0.1% | -6% | — |
| 139 | — | ISHARES TR | $1.6M | 0.1% | -0% | — |
| 140 | — | FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.1% | +0% | — |
| 141 |  $WT | WisdomTree, Inc. | $1.5M | 0.1% | -0% | 62.9 |
| 142 |  $IVZ | Invesco Ltd. | $1.5M | 0.1% | -1% | — |
| 143 | — | FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.1% | -2% | — |
| 144 | — | VANGUARD INDEX FDS | $1.5M | 0.1% | -3% | — |
| 145 | — | VANGUARD INDEX FDS | $1.4M | 0.1% | -7% | — |
| 146 | — | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.1% | +10% | — |
| 147 |  $XOM | EXXON MOBIL CORP | $1.4M | 0.1% | -22% | 61.8 |
| 148 | — | VANGUARD WHITEHALL FDS | $1.3M | 0.1% | -1% | — |
| 149 |  $PGR | PROGRESSIVE CORP/OH/ | $1.3M | 0.1% | +6% | 83.6 |
| 150 | — | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.1% | +0% | — |
| 151 |  $CCZ | COMCAST CORP | $1.3M | 0.1% | +15% | 70.4 |
| 152 | — | VANGUARD WORLD FD | $1.3M | 0.1% | -7% | — |
| 153 | $UBSI | UNITED BANKSHARES INC/WV | $1.3M | 0.1% | +0% | — |
| 154 | — | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.1% | +0% | — |
| 155 | — | ISHARES TR | $1.3M | 0.1% | -3% | — |
| 156 | — | VANGUARD WORLD FD | $1.2M | 0.1% | +0% | — |
| 157 |  $WMT | Walmart Inc. | $1.2M | 0.1% | -36% | 63.2 |
| 158 | — | ISHARES TR | $1.2M | 0.1% | -11% | — |
| 159 | — | ISHARES U S ETF TR | $1.1M | 0.1% | +5% | — |
| 160 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.1% | -1% | — |
| 161 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.1% | +17% | — |
| 162 | — | VANGUARD WORLD FD | $1.1M | 0.1% | +5% | — |
| 163 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.1% | +0% | — |
| 164 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.1M | 0.1% | -10% | — |
| 165 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.1% | +0% | — |
| 166 | — | SELECT SECTOR SPDR TR | $1.1M | 0.1% | -14% | — |
| 167 |  $GOOGL | Alphabet Inc. | $1.1M | 0.1% | -30% | 80.2 |
| 168 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.1% | +0% | — |
| 169 | $IVZ | Invesco Ltd. | $994,883 | 0.1% | -10% | — |
| 170 | — | ISHARES TR | $981,376 | 0.1% | +0% | — |
| 171 |  $BRK.B | BERKSHIRE HATHAWAY INC | $980,444 | 0.1% | -21% | 64.5 |
| 172 | — | BLACKROCK ETF TRUST II | $968,163 | 0.1% | -7% | — |
| 173 | — | FIRST TR EXCHANGE-TRADED FD | $959,312 | 0.1% | -24% | — |
| 174 | — | ISHARES TR | $928,223 | 0.1% | +0% | — |
| 175 |  $ORCL | ORACLE CORP | $914,895 | 0.1% | -5% | 67.2 |
| 176 |  $GLD | SPDR GOLD TRUST | $912,646 | 0.1% | +10% | — |
| 177 | — | SPDR INDEX SHS FDS | $911,768 | 0.1% | -50% | — |
| 178 | — | ISHARES TR | $891,607 | 0.1% | +0% | — |
| 179 |  $TSLA | Tesla, Inc. | $871,011 | 0.1% | +0% | 50.1 |
| 180 | — | ISHARES TR | $850,101 | 0.1% | -8% | — |
| 181 |  $KO | COCA COLA CO | $844,920 | 0.1% | +6% | 74 |
| 182 | — | ISHARES TR | $828,386 | 0.1% | -20% | — |
| 183 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $806,594 | 0.1% | -31% | 63.7 |
| 184 | — | INVESCO EXCHANGE TRADED FD T | $801,872 | 0.1% | -3% | — |
| 185 | — | FIRST TR EXCHNG TRADED FD VI | $794,152 | 0.1% | +0% | — |
| 186 | — | FIRST TR EXCHNG TRADED FD VI | $778,713 | 0.0% | +0% | — |
| 187 | — | FIRST TR EXCHNG TRADED FD VI | $744,446 | 0.0% | +0% | — |
| 188 | — | ISHARES TR | $738,531 | 0.0% | -20% | — |
| 189 | — | VANGUARD ADMIRAL FDS INC | $737,593 | 0.0% | +0% | — |
| 190 |  $PKG | PACKAGING CORP OF AMERICA | $737,465 | 0.0% | +0% | 70 |
| 191 |  $RTX | RTX Corp | $722,411 | 0.0% | +9% | 70 |
| 192 | — | ISHARES TR | $720,268 | 0.0% | +0% | — |
| 193 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.0% | +0% | 64.5 |
| 194 | — | VANGUARD INTL EQUITY INDEX F | $702,134 | 0.0% | -3% | — |
| 195 | — | FIRST TR EXCHNG TRADED FD VI | $698,009 | 0.0% | +0% | — |
| 196 | — | SPDR SERIES TRUST | $685,493 | 0.0% | +0% | — |
| 197 | — | PIMCO ETF TR | $672,323 | 0.0% | +40% | — |
| 198 |  $MVBF | MVB FINANCIAL CORP | $642,526 | 0.0% | -13% | — |
| 199 | — | INVESCO EXCHANGE TRADED FD T | $641,649 | 0.0% | -3% | — |
| 200 | — | ISHARES TR | $641,004 | 0.0% | -1% | — |
| 201 | — | SCHWAB STRATEGIC TR | $634,283 | 0.0% | +0% | — |
| 202 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $628,165 | 0.0% | -23% | 75.4 |
| 203 | — | FIRST TR EXCHNG TRADED FD VI | $617,647 | 0.0% | +5% | — |
| 204 |  $CSX | CSX CORP | $613,430 | 0.0% | -2% | 66.4 |
| 205 | $IVZ | Invesco Ltd. | $605,352 | 0.0% | +0% | — |
| 206 |  $IAUM | iShares Gold Trust Micro | $598,826 | 0.0% | +53% | — |
| 207 | — | ISHARES TR | $584,117 | 0.0% | -0% | — |
| 208 | — | FIRST TR EXCHNG TRADED FD VI | $561,820 | 0.0% | +41% | — |
| 209 |  $CTVA | Corteva, Inc. | $558,114 | 0.0% | +4% | 48.4 |
| 210 | — | SPDR SERIES TRUST | $556,067 | 0.0% | -40% | — |
| 211 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $551,875 | 0.0% | -26% | 60.7 |
| 212 |  $DTB | DTE ENERGY CO | $543,500 | 0.0% | +0% | — |
| 213 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $542,572 | 0.0% | -8% | 66.7 |
| 214 | — | ISHARES TR | $538,188 | 0.0% | -7% | — |
| 215 | — | FIRST TR EXCHNG TRADED FD VI | $524,160 | 0.0% | +0% | — |
| 216 | — | FIRST TR EXCHNG TRADED FD VI | $517,860 | 0.0% | +0% | — |
| 217 | — | FIRST TR EXCHANGE-TRADED FD | $516,271 | 0.0% | +0% | — |
| 218 | — | SELECT SECTOR SPDR TR | $508,284 | 0.0% | +22% | — |
| 219 |  $EXR | Extra Space Storage Inc. | $500,524 | 0.0% | +0% | 66.7 |
| 220 |  $T | AT&T INC. | $496,252 | 0.0% | -12% | 71.9 |
| 221 | — | SPDR SERIES TRUST | $494,858 | 0.0% | +5% | — |
| 222 | — | ISHARES TR | $481,884 | 0.0% | +0% | — |
| 223 | — | ISHARES TR | $467,232 | 0.0% | -47% | — |
| 224 |  $KLAC | KLA CORP | $459,392 | 0.0% | +0% | 84.4 |
| 225 |  $DUK | Duke Energy CORP | $457,491 | 0.0% | -30% | 64 |
| 226 | — | FIRST TR EXCHNG TRADED FD VI | $444,875 | 0.0% | +28% | — |
| 227 |  $SO | SOUTHERN CO | $440,139 | 0.0% | -0% | 65.1 |
| 228 | — | FIRST TR EXCHNG TRADED FD VI | $433,944 | 0.0% | +0% | — |
| 229 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $432,922 | 0.0% | NEW | 74.4 |
| 230 |  $GILD | GILEAD SCIENCES, INC. | $432,047 | 0.0% | +0% | 77.8 |
| 231 | — | ISHARES TR | $429,747 | 0.0% | -2% | — |
| 232 | — | ISHARES TR | $415,275 | 0.0% | +0% | — |
| 233 |  $DKS | DICK'S SPORTING GOODS, INC. | $396,580 | 0.0% | +0% | 67.9 |
| 234 | — | VANECK ETF TRUST | $389,889 | 0.0% | -7% | — |
| 235 |  $CSCO | CISCO SYSTEMS, INC. | $382,746 | 0.0% | -36% | 72.3 |
| 236 | — | ISHARES TR | $381,279 | 0.0% | -2% | — |
| 237 | — | FIRST TR EXCHNG TRADED FD VI | $381,187 | 0.0% | +0% | — |
| 238 |  $TFC | TRUIST FINANCIAL CORP | $379,777 | 0.0% | +0% | — |
| 239 | — | ISHARES TR | $373,338 | 0.0% | +0% | — |
| 240 | — | ISHARES TR | $370,854 | 0.0% | -0% | — |
| 241 |  $NI | NISOURCE INC. | $369,454 | 0.0% | +0% | 61.7 |
| 242 | — | VANGUARD SCOTTSDALE FDS | $363,315 | 0.0% | +0% | — |
| 243 |  $VRT | Vertiv Holdings Co | $358,071 | 0.0% | +0% | 82.7 |
| 244 | — | ISHARES TR | $357,301 | 0.0% | -9% | — |
| 245 |  $NSC | NORFOLK SOUTHERN CORP | $348,272 | 0.0% | +8% | 70.8 |
| 246 |  $IDA | IDACORP INC | $342,700 | 0.0% | +0% | 62.6 |
| 247 |  $SHW | SHERWIN WILLIAMS CO | $337,219 | 0.0% | -7% | 65.3 |
| 248 | — | SPDR SERIES TRUST | $331,420 | 0.0% | +0% | — |
| 249 | $NVDAPUT | NVIDIA CORP | $331,360 | — | NEW | 90.2 |
| 250 | — | FIRST TR EXCHNG TRADED FD VI | $328,740 | 0.0% | +4% | — |
| 251 | — | VANGUARD WORLD FD | $327,247 | 0.0% | +0% | — |
| 252 | — | SPDR SERIES TRUST | $324,923 | 0.0% | +0% | — |
| 253 | — | ISHARES TR | $320,813 | 0.0% | -2% | — |
| 254 |  $TRV | TRAVELERS COMPANIES, INC. | $316,267 | 0.0% | -22% | 71.5 |
| 255 |  $TT | Trane Technologies plc | $312,555 | 0.0% | +36% | — |
| 256 | $WT | WisdomTree, Inc. | $311,025 | 0.0% | +0% | 62.9 |
| 257 | — | FLEXSHARES TR | $303,270 | 0.0% | -2% | — |
| 258 | — | ISHARES TR | $301,160 | 0.0% | -26% | — |
| 259 | $COSTPUT | COSTCO WHOLESALE CORP /NEW | $298,929 | — | NEW | 67 |
| 260 | $IVZ | Invesco Ltd. | $298,613 | 0.0% | -5% | — |
| 261 | — | ISHARES TR | $288,915 | 0.0% | +1% | — |
| 262 |  $LNT | ALLIANT ENERGY CORP | $288,476 | 0.0% | +0% | 56.7 |
| 263 | — | ISHARES TR | $283,415 | 0.0% | +0% | — |
| 264 | $IVZ | Invesco Ltd. | $280,660 | 0.0% | -3% | — |
| 265 | — | ISHARES TR | $277,838 | 0.0% | +0% | — |
| 266 | — | BLACKROCK ETF TRUST II | $271,956 | 0.0% | -77% | — |
| 267 | — | FIRST TR EXCHNG TRADED FD VI | $264,800 | 0.0% | +0% | — |
| 268 | — | VANGUARD SCOTTSDALE FDS | $264,441 | 0.0% | +0% | — |
| 269 |  $AMGN | AMGEN INC | $264,071 | 0.0% | -43% | 79.5 |
| 270 | — | PROSHARES TR | $259,817 | 0.0% | -32% | — |
| 271 |  $HON | HONEYWELL INTERNATIONAL INC | $259,346 | 0.0% | NEW | 65.7 |
| 272 | — | VANGUARD INDEX FDS | $258,462 | — | NEW | — |
| 273 |  $GPN | GLOBAL PAYMENTS INC | $257,288 | 0.0% | +0% | 42.9 |
| 274 |  $PM | Philip Morris International Inc. | $254,501 | 0.0% | -25% | 80.5 |
| 275 |  $PLTR | Palantir Technologies Inc. | $249,847 | 0.0% | -1% | 85.8 |
| 276 |  $DTM | DT Midstream, Inc. | $248,871 | 0.0% | +0% | 74.5 |
| 277 |  $BLK | BlackRock, Inc. | $248,122 | 0.0% | -38% | 70.3 |
| 278 |  $HSY | HERSHEY CO | $248,013 | 0.0% | NEW | 59.4 |
| 279 | — | SCHWAB STRATEGIC TR | $247,336 | 0.0% | -12% | — |
| 280 |  $CL | COLGATE PALMOLIVE CO | $245,474 | 0.0% | -39% | 72.4 |
| 281 | — | ISHARES TR | $243,698 | 0.0% | +0% | — |
| 282 |  $DHR | DANAHER CORP /DE/ | $241,322 | 0.0% | -56% | 63.9 |
| 283 | — | FIRST TR EXCHNG TRADED FD VI | $238,516 | 0.0% | +2% | — |
| 284 | — | ISHARES TR | $237,466 | 0.0% | -4% | — |
| 285 | — | INVESCO EXCH TRADED FD TR II | $235,918 | 0.0% | -42% | — |
| 286 | — | VANGUARD SCOTTSDALE FDS | $235,547 | 0.0% | +1% | — |
| 287 |  $UNH | UNITEDHEALTH GROUP INC | $234,544 | 0.0% | -26% | 66.8 |
| 288 | — | VANGUARD INDEX FDS | $233,560 | 0.0% | +0% | — |
| 289 |  $INTC | INTEL CORP | $232,213 | 0.0% | NEW | 41.5 |
| 290 |  $BX | Blackstone Inc. | $231,443 | 0.0% | -58% | 68 |
| 291 | $WT | WisdomTree, Inc. | $229,221 | 0.0% | -6% | 62.9 |
| 292 | $GPNPUT | GLOBAL PAYMENTS INC | $228,820 | — | NEW | 42.9 |
| 293 |  $BABA | Alibaba Group Holding Ltd | $227,215 | 0.0% | +0% | — |
| 294 | — | VANGUARD SCOTTSDALE FDS | $224,575 | 0.0% | +3% | — |
| 295 |  $BNL | Broadstone Net Lease, Inc. | $221,670 | 0.0% | +0% | 54 |
| 296 |  $FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $219,750 | 0.0% | +0% | — |
| 297 |  $TGT | TARGET CORP | $218,489 | 0.0% | NEW | 53.1 |
| 298 | $IVZ | Invesco Ltd. | $218,130 | 0.0% | +0% | — |
| 299 | — | VANGUARD WHITEHALL FDS | $217,263 | 0.0% | -20% | — |
| 300 | $IVZ | Invesco Ltd. | $209,310 | 0.0% | +0% | — |
| 301 | $IVZ | Invesco Ltd. | $208,067 | 0.0% | +0% | — |
| 302 | — | ISHARES TR | $208,048 | 0.0% | +0% | — |
| 303 |  $NGEN | NERVGEN PHARMA CORP. | $116,463 | 0.0% | NEW | — |
| 304 |  $SNOA | Sonoma Pharmaceuticals, Inc. | $23,842 | 0.0% | +0% | — |
| 305 |  $NSPR | InspireMD, Inc. | $16,300 | 0.0% | +0% | — |
New Positions (10)
$CDNS CADENCE DESIGN SYSTEMS INC$432,922$NVDAPUT NVIDIA CORP$331,360$COSTPUT COSTCO WHOLESALE CORP /NEW$298,929$HON HONEYWELL INTERNATIONAL INC$259,346PUT VANGUARD INDEX FDS$258,462
$HSY HERSHEY CO$248,013$INTC INTEL CORP$232,213$GPNPUT GLOBAL PAYMENTS INC$228,820$TGT TARGET CORP$218,489$NGEN NERVGEN PHARMA CORP.$116,463Exited Positions (25)
$CTAS CINTAS CORP
$HCA HCA Healthcare, Inc.
$PLD Prologis, Inc.
$AZN ASTRAZENECA PLC
$EW Edwards Lifesciences Corp
$ISRG INTUITIVE SURGICAL INC
$CINF CINCINNATI FINANCIAL CORP
$DIS Walt Disney Co
$PAYX PAYCHEX INC
$SILA Sila Realty Trust, Inc.
$NKE NIKE, Inc.
$FISV FISERV INC
$ASML ASML HOLDING NV VANGUARD SPECIALIZED FUNDS
$ADBE ADOBE INC.Browse Top Institutional Investors
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