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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
JPMBJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$3.627M
93,782 shares@ $38.68 avg price
QQQEDirexion Shs Etf Tr
Recent Activity
Exited
0%
$1.605M
18,086 shares@ $88.75 avg price
USBUs Bancorp Del
Recent Activity
Exited
0%
$1.551M
39,056 shares@ $39.71 avg price
SYYSysco Corp
Recent Activity
Exited
0%
$1.4M
19,614 shares@ $71.39 avg price
HYXFIshares Tr
Recent Activity
Exited
0%
$314,890
6,971 shares@ $45.18 avg price
WFCWells Fargo Co New
Recent Activity
Exited
0%
$208,816
3,516 shares@ $59.4 avg price