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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
FNDFSchwab Strategic Tr
Recent Activity
Increased 20.46%
2.09%
$34.508M
923,401 shares@ $37.38 avg price
EFGIshares Tr
Recent Activity
Increased 13.35%
2.06%
$33.962M
315,484 shares@ $107.66 avg price
GOVTIshares Tr
Recent Activity
Increased 2.67%
1.75%
$28.961M
1.235M shares@ $23.46 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -3.86%
1.39%
$22.952M
101,664 shares@ $225.76 avg price
IEMGIshares Inc
Recent Activity
Increased 2.3%
1.33%
$21.878M
381,083 shares@ $57.42 avg price
IWFIshares Tr
Recent Activity
Decreased -1.19%
1.24%
$20.443M
54,461 shares@ $375.38 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 10.54%
1.2%
$19.818M
387,684 shares@ $51.13 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 5.95%
1.18%
$19.425M
126,118 shares@ $154.02 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.51%
1.15%
$18.999M
44,154 shares@ $430.3 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 0.05%
1.13%
$18.647M
411,456 shares@ $45.33 avg price