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Brian T. Gongaware

@Mckinley Carter Wealth Services, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.656BTotal holdings302
Assets growth rate5.47%Assets growth rate (2-Q avg)5.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mckinley Carter Wealth Services, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 302 positions.

Assets under management

The assets under management (AUM) of Mckinley Carter Wealth Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.656B in assets, with a quarterly growth rate of 5.47% and a 2-quarter average growth rate of 5.21%. The portfolio is managed by Brian T. Gongaware, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWBIshares Tr
Recent Activity
Decreased -1.22%
6.08%
$100.637M
320,104 shares@ $314.39 avg price
AGGIshares Tr
Recent Activity
Decreased -30.74%
3.92%
$64.826M
640,130 shares@ $101.28 avg price
IVEIshares Tr
Recent Activity
Decreased -6.31%
3.39%
$56.119M
284,622 shares@ $197.17 avg price
IWLIshares Tr
Recent Activity
Decreased -4.18%
3.21%
$52.99M
377,317 shares@ $140.45 avg price
EMXCIshares Inc
Recent Activity
Decreased -9.73%
3.2%
$52.969M
866,788 shares@ $61.11 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -3.86%
1.39%
$22.952M
101,664 shares@ $225.76 avg price
IWFIshares Tr
Recent Activity
Decreased -1.19%
1.24%
$20.443M
54,461 shares@ $375.38 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.51%
1.15%
$18.999M
44,154 shares@ $430.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.68%
0.95%
$15.727M
17,741 shares@ $886.51 avg price
MUNIPimco Etf Tr
Recent Activity
Decreased -0.44%
0.82%
$13.521M
255,209 shares@ $52.98 avg price