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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
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.11%
$1.764M
54,707 shares@ $32.26 avg price
EMBDGlobal X Fds
Recent Activity
New Position
0.02%
$294,448
12,535 shares@ $23.5 avg price
SWKStanley Black & Decker Inc
Recent Activity
New Position
0.02%
$258,476
2,347 shares@ $110.14 avg price
DVYIshares Tr
Recent Activity
New Position
0.02%
$247,854
1,835 shares@ $135.08 avg price
ESEversource Energy
Recent Activity
New Position
0.02%
$225,518
3,314 shares@ $68.06 avg price
TTTrane Technologies Plc
Recent Activity
New Position
0.02%
$213,802
550 shares@ $388.74 avg price
VONVVanguard Scottsdale Fds
Recent Activity
New Position
0.02%
$208,339
2,500 shares@ $83.34 avg price
SYKStryker Corporation
Recent Activity
New Position
0.02%
$207,725
575 shares@ $361.27 avg price
EDConsolidated Edison Inc
Recent Activity
New Position
0.02%
$205,449
1,973 shares@ $104.14 avg price
VVVanguard Index Fds
Recent Activity
New Position
0.02%
$204,210
776 shares@ $263.16 avg price