Estatísticas Básicas
Valor do Portfólio $ 1,907,503,635
Posições Atuais 318
Últimas Participações, Desempenho, AUM (de 13F, 13D)

McKinley Carter Wealth Services, Inc. divulgou 318 participações totais em seus últimos arquivamentos da SEC. O valor mais recente da carteira é calculado como $ 1,907,503,635 USD. O Ativo Total Sob Gestão (AUM) é esse valor mais o caixa (que não é divulgado). As principais posições de McKinley Carter Wealth Services, Inc. são Vanguard Developed Markets Index Fund (US:VDMIX) , iShares Trust - iShares Core S&P 500 ETF (US:IVV) , iShares Trust - iShares Russell 1000 ETF (US:IWB) , Fidelity Merrimack Street Trust - Fidelity Total Bond ETF (US:FBND) , and iShares Trust - iShares Core MSCI EAFE ETF (US:IEFA) . As novas posições de McKinley Carter Wealth Services, Inc. incluem Quanta Services, Inc. (US:PWR) , Apple Inc. (US:AAPL) , Ralph Lauren Corporation (US:RL) , Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares (US:NVDD) , and iShares Trust - iShares 0-3 Month Treasury Bond ETF (US:SGOV) .

McKinley Carter Wealth Services, Inc. - Valor do Portfólio
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Maiores Aumentos Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.02 7.71 0.4042 0.4042
0.13 6.82 0.3492 0.3492
0.04 4.99 0.2618 0.2618
0.14 35.12 1.8409 0.2346
0.08 19.20 0.9838 0.1985
0.01 9.07 0.4645 0.1210
0.08 14.42 0.7561 0.0719
0.13 3.16 0.1617 0.0621
0.09 28.19 1.4442 0.0538
0.13 13.59 0.6961 0.0516
Maiores Diminuições Este Trimestre

Usamos a mudança na alocação do portfólio porque esta é a métrica mais significativa. As mudanças podem ser devido a operações ou mudanças nos preços das ações.

Ativo Ações
(MM)		 Valor
(MM$)		 % do Portfólio Δ% do Portfólio
0.14 22.57 1.1563 -0.6058
0.00 4.28 0.2241 -0.4030
0.00 0.60 0.0312 -0.2959
0.05 6.07 0.3184 -0.2150
0.02 12.64 0.6478 -0.1690
0.98 58.59 3.0018 -0.1595
0.85 74.37 3.8101 -0.1456
0.65 64.91 3.4031 -0.1397
0.01 11.39 0.5970 -0.1315
0.02 15.78 0.8273 -0.1204
Arquivamentos 13F e Fundo

Este formulário foi arquivado em 2025-11-04 para o período de relatório 2025-09-30. Clique no ícone de link para ver o histórico completo da transação.

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2022-07-28: Nota Importante - Mudamos o tratamento da coluna Δ % do Portfólio nesta tabela. Anteriormente, estávamos relatando como a mudança percentual na alocação do portfólio. Agora estamos relatando como a mudança bruta na alocação do portfólio (ainda relatada como um percentual). Em termos de fórmula, antes relatávamos como 100 * (alocação atual - alocação anterior) / alocação anterior. Agora estamos relatando como (alocação atual - alocação anterior).
Ativo Tipo Preço Médio por Ação Ações
(MM)		 ΔAções
(%)		 Valor
($MM)		 ΔAções
(%)		 Portfólio
(%)		 ΔPortfólio
(%)
VDMIX / Vanguard Developed Markets Index Fund 1.72 0.57 126.41 6.94 6.4761 -0.0843
IVV / iShares Trust - iShares Core S&P 500 ETF 0.17 0.58 111.97 8.42 5.7366 0.0049
IWB / iShares Trust - iShares Russell 1000 ETF 0.30 -0.42 110.57 7.18 5.6650 -0.0605
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 2.11 5.76 97.72 6.89 5.0067 -0.0673
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.85 -0.24 74.37 4.34 3.8101 -0.1456
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.65 0.62 64.91 1.69 3.4031 -0.1397
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.98 -2.13 58.59 2.86 3.0018 -0.1595
ILCG / iShares Trust - iShares Morningstar Growth ETF 0.44 -3.61 46.36 3.75 2.3749 -0.1047
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF 1.98 2.45 45.67 3.07 2.3400 -0.1193
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF 0.32 1.62 44.39 8.96 2.2744 0.0132
AAPL / Apple Inc. 0.14 -2.24 35.12 21.32 1.8409 0.2346
IVE / iShares Trust - iShares S&P 500 Value ETF 0.14 -3.10 29.57 2.40 1.5149 -0.0877
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.43 1.52 28.53 11.48 1.4617 0.0414
AVGO / Broadcom Inc. 0.09 -5.99 28.19 12.52 1.4442 0.0538
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF 0.10 -2.24 27.18 8.81 1.3924 0.0062
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0.38 -1.85 25.91 4.95 1.3275 -0.0428
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.05 -0.84 24.62 9.40 1.2905 0.0417
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0.57 -2.14 24.56 5.05 1.2583 -0.0393
MSFT / Microsoft Corporation 0.05 -1.64 23.88 2.42 1.2520 -0.0421
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.37 2.53 23.86 7.88 1.2223 -0.0050
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF 0.47 3.50 23.83 3.78 1.2211 -0.0534
IWL / iShares Trust - iShares Russell Top 200 ETF 0.14 -34.47 22.57 -28.91 1.1563 -0.6058
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF 0.41 -1.76 22.33 1.05 1.1438 -0.0824
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF 0.15 4.76 21.18 8.16 1.1101 0.0236
GOOGL / Alphabet Inc. 0.08 -1.62 19.20 35.71 0.9838 0.1985
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF 0.22 -0.04 18.31 6.77 0.9601 0.0081
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.15 1.68 18.17 10.55 0.9524 0.0404
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF 0.34 5.86 17.54 7.46 0.8986 -0.0072
COST / Costco Wholesale Corporation 0.02 -1.17 15.78 -7.59 0.8273 -0.1204
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.08 -0.94 14.42 16.99 0.7561 0.0719
ORLY / O'Reilly Automotive, Inc. 0.13 -2.19 13.59 17.01 0.6961 0.0516
INTU / Intuit Inc. 0.02 -0.91 12.64 -14.09 0.6478 -0.1690
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.17 -1.48 12.62 -0.49 0.6464 -0.0573
TJX / The TJX Companies, Inc. 0.09 -0.32 12.37 16.67 0.6335 0.0453
MA / Mastercard Incorporated 0.02 -0.96 11.77 0.26 0.6032 -0.0486
HD / The Home Depot, Inc. 0.03 -0.63 11.62 9.82 0.6094 0.0219
META / Meta Platforms, Inc. 0.02 2.05 11.47 1.54 0.6014 -0.0256
NFLX / Netflix, Inc. 0.01 -3.09 11.39 -13.24 0.5970 -0.1315
AMZN / Amazon.com, Inc. 0.05 -0.60 11.07 -0.52 0.5674 -0.0505
MCK / McKesson Corporation 0.01 -1.47 11.07 3.88 0.5806 -0.0111
OEF / iShares Trust - iShares S&P 100 ETF 0.03 -0.75 10.51 8.53 0.5507 0.0136
CACI / CACI International Inc 0.02 0.65 10.45 5.32 0.5356 -0.0153
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF 0.11 1.28 10.15 6.70 0.5320 0.0041
AJG / Arthur J. Gallagher & Co. 0.03 -0.13 10.03 -3.36 0.5257 -0.0502
WM / Waste Management, Inc. 0.05 -0.12 10.01 -3.61 0.5129 -0.0635
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 0.17 1.07 10.01 9.03 0.5247 0.0152
J / Jacobs Solutions Inc. 0.06 -0.55 9.53 13.37 0.4882 0.0218
LIN / Linde plc 0.02 -1.25 9.35 -0.03 0.4790 -0.0400
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.01 35.89 9.07 46.49 0.4645 0.1210
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.02 -0.44 8.86 8.91 0.4645 0.0130
AYI / Acuity Inc. 0.03 -2.30 8.80 12.78 0.4613 0.0283
HUBB / Hubbell Incorporated 0.02 0.50 8.58 5.89 0.4496 0.0001
JPM / JPMorgan Chase & Co. 0.03 0.16 8.49 8.98 0.4453 0.0127
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF 0.23 -1.25 8.37 4.96 0.4289 -0.0138
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.34 -1.60 8.01 3.65 0.4105 -0.0185
PWR / Quanta Services, Inc. 0.02 7.71 0.4042 0.4042
IWM / iShares Trust - iShares Russell 2000 ETF 0.03 -0.70 6.93 11.35 0.3631 0.0179
EFA / iShares Trust - iShares MSCI EAFE ETF 0.07 -0.84 6.91 3.57 0.3538 -0.0162
VDE / Vanguard World Fund - Vanguard Energy ETF 0.05 6.58 6.87 12.62 0.3603 0.0216
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF 0.13 6.82 0.3492 0.3492
QQQ / Invesco QQQ Trust, Series 1 0.01 1.67 6.54 10.67 0.3427 0.0148
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF 0.08 -0.75 6.52 4.91 0.3339 -0.0109
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.09 -1.04 6.41 5.07 0.3359 -0.0026
XPRO / Expro Group Holdings N.V. 0.05 -15.50 6.07 -36.82 0.3184 -0.2150
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.08 -2.09 5.98 5.52 0.3064 -0.0081
PEP / PepsiCo, Inc. 0.04 -0.67 5.90 5.66 0.3093 -0.0006
PG / The Procter & Gamble Company 0.04 13.90 5.86 9.86 0.3004 0.0041
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.02 -1.18 5.59 6.03 0.2865 -0.0062
ABBV / AbbVie Inc. 0.02 -0.29 5.56 24.39 0.2851 0.0368
ICE / Intercontinental Exchange, Inc. 0.03 15.95 5.31 6.48 0.2720 -0.0047
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF 0.04 -0.20 5.19 7.39 0.2657 -0.0023
ADBE / Adobe Inc. 0.01 -1.16 5.18 -9.89 0.2714 -0.0474
APH / Amphenol Corporation 0.04 4.99 0.2618 0.2618
CAT / Caterpillar Inc. 0.01 -2.44 4.80 19.90 0.2515 0.0294
MBB / iShares Trust - iShares MBS ETF 0.05 -2.05 4.72 -0.74 0.2420 -0.0221
LLY / Eli Lilly and Company 0.01 -1.13 4.66 -3.22 0.2444 -0.0230
BRK.A / Berkshire Hathaway Inc. 0.00 0.00 4.53 3.50 0.2372 -0.0055
EFG / iShares Trust - iShares MSCI EAFE Growth ETF 0.04 -6.18 4.34 -4.59 0.2276 -0.0250
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund 0.08 1.60 4.30 3.41 0.2204 -0.0105
GWW / W.W. Grainger, Inc. 0.00 -58.70 4.28 -62.17 0.2241 -0.4030
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF 0.03 -6.89 4.27 -4.39 0.2190 -0.0291
ACWI / iShares Trust - iShares MSCI ACWI ETF 0.03 -0.16 4.15 7.32 0.2176 0.0030
IWD / iShares Trust - iShares Russell 1000 Value ETF 0.02 -1.71 4.01 3.03 0.2103 -0.0058
BK / The Bank of New York Mellon Corporation 0.04 -2.75 3.90 16.30 0.2043 0.0183
MCD / McDonald's Corporation 0.01 -0.16 3.88 3.83 0.2033 -0.0040
CVX / Chevron Corporation 0.02 2.62 3.83 11.29 0.2006 0.0098
LMT / Lockheed Martin Corporation 0.01 0.88 3.71 8.74 0.1900 0.0007
LOW / Lowe's Companies, Inc. 0.01 3.76 3.59 17.52 0.1839 0.0144
JNJ / Johnson & Johnson 0.02 -1.23 3.53 19.90 0.1851 0.0216
ADP / Automatic Data Processing, Inc. 0.01 -0.52 3.35 -5.32 0.1754 -0.0207
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF 0.07 -2.69 3.34 6.60 0.1712 -0.0028
MS / Morgan Stanley 0.02 -1.95 3.28 10.66 0.1721 0.0074
IWR / iShares Trust - iShares Russell Mid-Cap ETF 0.03 -3.29 3.25 1.53 0.1706 -0.0073
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.01 -0.56 3.25 6.87 0.1705 0.0016
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF 0.03 -0.09 3.25 4.13 0.1665 -0.0067
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November 0.06 0.00 3.25 5.53 0.1663 -0.0044
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF 0.03 -4.43 3.16 6.25 0.1621 -0.0032
INMU / BlackRock ETF Trust II - iShares Intermediate Muni Income Active ETF 0.13 72.16 3.16 75.82 0.1617 0.0621
IGRO / iShares Trust - iShares International Dividend Growth ETF 0.04 5.23 3.06 6.26 0.1567 -0.0030
ABT / Abbott Laboratories 0.02 3.58 2.96 2.00 0.1516 -0.0094
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0.06 0.29 2.94 8.02 0.1505 -0.0005
GBTC / Grayscale Bitcoin Trust (BTC) 0.03 0.34 2.88 6.19 0.1477 -0.0030
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.01 -7.86 2.86 -1.38 0.1463 -0.0144
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF 0.01 0.34 2.84 6.77 0.1455 -0.0021
NEE / NextEra Energy, Inc. 0.04 10.64 2.83 20.30 0.1452 0.0145
GD / General Dynamics Corporation 0.01 9.64 2.81 28.22 0.1472 0.0256
ACN / Accenture plc 0.01 -6.92 2.75 -23.21 0.1442 -0.0546
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF 0.06 2.83 2.68 3.88 0.1372 -0.0059
TXN / Texas Instruments Incorporated 0.01 -3.07 2.55 -14.23 0.1337 -0.0313
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0.08 -1.70 2.55 7.38 0.1335 0.0019
V / Visa Inc. 0.01 0.47 2.54 -3.39 0.1300 -0.0158
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0.06 -1.81 2.43 3.76 0.1244 -0.0055
ES / Eversource Energy 0.03 2.28 2.35 14.41 0.1232 0.0092
ITW / Illinois Tool Works Inc. 0.01 9.30 2.26 15.26 0.1184 0.0097
BRTR / BlackRock ETF Trust II - iShares Total Return Active ETF 0.04 3.92 2.20 4.82 0.1127 -0.0037
SPY / SPDR S&P 500 ETF 0.00 -1.21 2.18 6.50 0.1142 0.0007
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0.04 -2.62 2.13 1.57 0.1093 -0.0073
MDLZ / Mondelez International, Inc. 0.03 -1.07 2.06 -8.36 0.1056 -0.0192
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.03 -0.06 2.04 6.38 0.1067 0.0006
SBUX / Starbucks Corporation 0.02 0.28 2.03 -7.43 0.1065 -0.0153
ORCL / Oracle Corporation 0.01 3.10 2.01 32.69 0.1029 0.0189
TMUS / T-Mobile US, Inc. 0.01 5.26 1.99 5.74 0.1043 -0.0001
MRKCL / Merck & Co., Inc. 0.02 7.71 1.96 14.18 0.1026 0.0075
VTV / Vanguard Index Funds - Vanguard Value ETF 0.01 -0.54 1.88 4.92 0.0961 -0.0031
AAPL / Apple Inc. Put 1.86 24.11 0.0974 0.0143
MDY / SPDR S&P MidCap 400 ETF Trust 0.00 -1.27 1.85 3.92 0.0950 -0.0041
WFC / Wells Fargo & Company 0.02 0.82 1.81 5.47 0.0951 -0.0004
PNC / The PNC Financial Services Group, Inc. 0.01 2.86 1.80 10.86 0.0921 0.0021
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December 0.03 0.00 1.72 5.52 0.0881 -0.0023
CHCO / City Holding Company 0.01 0.14 1.70 1.31 0.0872 -0.0060
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund 0.04 -7.10 1.69 -3.87 0.0865 -0.0110
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.01 -1.12 1.69 6.71 0.0864 -0.0013
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF 0.01 -1.80 1.68 3.06 0.0883 -0.0024
FOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - October 0.04 -0.23 1.66 5.92 0.0853 -0.0020
IWO / iShares Trust - iShares Russell 2000 Growth ETF 0.01 -2.25 1.64 9.47 0.0841 0.0009
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.01 -0.06 1.57 4.32 0.0822 -0.0012
PGR / The Progressive Corporation 0.01 -0.16 1.56 -7.62 0.0820 -0.0119
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June 0.03 0.00 1.55 4.24 0.0793 -0.0031
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF 0.01 -4.16 1.52 2.28 0.0799 -0.0028
WMT / Walmart Inc. 0.01 -0.85 1.50 4.45 0.0771 -0.0028
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.03 -5.03 1.50 -4.53 0.0768 -0.0104
XOM / Exxon Mobil Corporation 0.01 -5.00 1.49 -0.60 0.0763 -0.0069
ECL / Ecolab Inc. 0.01 162.43 1.47 166.91 0.0770 0.0464
CMCSA / Comcast Corporation 0.04 -0.88 1.41 -12.78 0.0741 -0.0158
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF 0.01 -1.77 1.41 -4.15 0.0723 -0.0094
GOOG / Alphabet Inc. 0.01 7.38 1.41 47.48 0.0738 0.0208
BRK.A / Berkshire Hathaway Inc. 0.00 0.87 1.41 4.38 0.0720 -0.0027
TMO / Thermo Fisher Scientific Inc. 0.00 -8.84 1.39 9.11 0.0729 0.0021
TSCO / Tractor Supply Company 0.02 -1.04 1.38 6.64 0.0725 0.0005
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.02 -0.30 1.36 -0.95 0.0698 -0.0065
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund 0.03 -1.86 1.33 -0.30 0.0683 -0.0059
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF 0.02 -9.40 1.33 -12.34 0.0681 -0.0160
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF 0.01 -15.44 1.31 -10.08 0.0672 -0.0137
FSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September 0.03 0.00 1.28 5.28 0.0670 -0.0004
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF 0.03 -13.50 1.27 -13.17 0.0652 -0.0161
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF 0.03 -0.37 1.26 10.43 0.0646 0.0012
FMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - May 0.02 0.00 1.25 4.43 0.0640 -0.0024
FMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - March 0.03 0.00 1.24 3.42 0.0650 -0.0015
IWX / iShares Trust - iShares Russell Top 200 Value ETF 0.01 -0.76 1.20 3.61 0.0617 -0.0028
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund 0.01 0.00 1.19 7.92 0.0608 -0.0002
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund 0.01 -11.43 1.17 -1.60 0.0599 -0.0060
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF 0.02 -9.94 1.15 -9.28 0.0605 -0.0101
UBSI / United Bankshares, Inc. 0.03 0.08 1.15 2.22 0.0589 -0.0035
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF 0.02 -0.13 1.15 5.04 0.0588 -0.0018
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 -2.66 1.15 9.56 0.0601 0.0020
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF 0.02 35.29 1.14 35.92 0.0584 0.0119
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF 0.03 -0.07 1.11 11.77 0.0570 0.0018
KXI / iShares Trust - iShares Global Consumer Staples ETF 0.02 0.00 1.11 -1.51 0.0568 -0.0057
TSLA / Tesla, Inc. 0.00 6.26 1.09 48.90 0.0570 0.0164
HIMU / Blackrock ETF Trust II - Ishares High Yield Muni Active ETF 0.02 59.14 1.06 61.09 0.0543 0.0178
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 0.01 13.48 1.06 23.31 0.0542 0.0066
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November 0.02 0.00 1.06 4.77 0.0541 -0.0018
DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October 0.02 0.00 1.05 5.19 0.0540 -0.0016
FAPR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - April 0.02 5.04 1.05 8.35 0.0539 -0.0000
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF 0.03 0.43 1.03 1.18 0.0540 -0.0025
IVW / iShares Trust - iShares S&P 500 Growth ETF 0.01 1.66 1.01 11.43 0.0520 0.0015
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF 0.02 -0.87 0.99 4.64 0.0509 -0.0017
BTC / Grayscale Bitcoin Mini Trust 0.02 0.00 0.97 6.01 0.0497 -0.0011
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.03 -18.33 0.91 -11.98 0.0467 -0.0108
BX / Blackstone Inc. 0.00 0.08 0.85 14.32 0.0434 0.0023
GLD / SPDR Gold Shares 0.00 4.50 0.80 21.95 0.0419 0.0055
RL / Ralph Lauren Corporation 0.00 0.79 0.0414 0.0414
CTAS / Cintas Corporation 0.00 -0.55 0.78 -8.33 0.0409 -0.0064
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August 0.02 4.80 0.78 10.95 0.0400 0.0009
DMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March 0.02 0.00 0.76 2.97 0.0391 -0.0020
PKG / Packaging Corporation of America 0.00 0.23 0.76 15.90 0.0398 0.0034
MVBF / MVB Financial Corp. 0.03 0.00 0.75 11.14 0.0384 0.0010
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September 0.02 0.00 0.75 4.32 0.0383 -0.0015
BUFY / First Trust Exchange-Traded Fund VIII - FT Vest Laddered International Moderate Buffer ETF 0.03 211.22 0.75 221.55 0.0382 0.0253
VERSX / Vanguard Emerging Markets Stock Index Fund 0.01 2.40 0.73 12.23 0.0376 0.0013
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF 0.02 0.00 0.72 0.99 0.0367 -0.0026
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF 0.01 0.00 0.71 5.17 0.0365 -0.0011
AEP / American Electric Power Company, Inc. 0.01 0.00 0.70 8.33 0.0360 0.0000
KO / The Coca-Cola Company 0.01 5.91 0.70 -0.71 0.0368 -0.0024
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund 0.00 0.00 0.70 3.85 0.0368 -0.0007
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July 0.01 11.52 0.70 18.10 0.0358 0.0029
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0.01 0.00 0.68 10.80 0.0347 0.0007
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF 0.00 0.00 0.63 11.42 0.0325 0.0009
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF 0.01 -0.60 0.62 6.37 0.0317 -0.0006
EXR / Extra Space Storage Inc. 0.00 0.39 0.61 -4.08 0.0321 -0.0033
MUB / iShares Trust - iShares National Muni Bond ETF 0.01 -49.17 0.61 -48.26 0.0320 -0.0334
IWN / iShares Trust - iShares Russell 2000 Value ETF 0.00 -0.81 0.61 11.21 0.0310 0.0008
DUK / Duke Energy Corporation 0.00 2.10 0.60 7.13 0.0315 0.0004
DHR / Danaher Corporation 0.00 0.00 0.60 0.34 0.0305 -0.0024
UNH / UnitedHealth Group Incorporated 0.00 -90.87 0.60 -89.90 0.0312 -0.2959
DIS / The Walt Disney Company 0.01 -1.96 0.59 -9.51 0.0303 -0.0060
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF 0.01 -0.81 0.59 8.89 0.0308 0.0008
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February 0.01 9.62 0.58 15.28 0.0305 0.0025
RTX / RTX Corporation 0.00 -14.93 0.58 -2.53 0.0296 -0.0033
TFC / Truist Financial Corporation 0.01 0.36 0.57 6.52 0.0294 -0.0005
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF 0.00 -0.52 0.57 9.04 0.0291 0.0002
T / AT&T Inc. 0.02 1.76 0.56 -0.70 0.0296 -0.0020
IWY / iShares Trust - iShares Russell Top 200 Growth ETF 0.00 0.00 0.55 11.04 0.0284 0.0007
VGRSX / Vanguard REIT Index Fund 0.00 0.00 0.55 5.35 0.0283 -0.0008
CTVA / Corteva, Inc. 0.01 6.57 0.54 -3.20 0.0285 -0.0027
CSX / CSX Corporation 0.02 8.58 0.54 18.26 0.0285 0.0030
DTE / DTE Energy Company 0.00 0.05 0.54 6.92 0.0277 -0.0004
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF 0.00 -0.40 0.54 10.08 0.0274 0.0004
CSCO / Cisco Systems, Inc. 0.01 5.02 0.53 3.52 0.0271 -0.0012
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.01 2.97 0.52 3.19 0.0265 -0.0013
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF 0.02 -13.48 0.52 -9.93 0.0265 -0.0054
XT / iShares Trust - iShares Future Exponential Technologies ETF 0.01 0.00 0.51 10.34 0.0262 0.0005
HCA / HCA Healthcare, Inc. 0.00 0.17 0.51 11.35 0.0262 0.0007
JUNM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - June 0.02 0.00 0.51 1.59 0.0262 -0.0017
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.02 -2.74 0.50 7.73 0.0258 -0.0002
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 0.02 -11.42 0.48 -10.06 0.0254 -0.0045
BLK / BlackRock, Inc. 0.00 0.24 0.48 11.32 0.0253 0.0012
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF 0.01 5.18 0.48 5.07 0.0245 -0.0008
DKS / DICK'S Sporting Goods, Inc. 0.00 0.40 0.45 12.91 0.0234 0.0014
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF 0.01 -2.43 0.44 6.30 0.0225 -0.0004
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 0.01 -2.89 0.44 0.00 0.0225 -0.0019
SO / The Southern Company 0.00 -9.61 0.43 -6.68 0.0222 -0.0036
PLD / Prologis, Inc. 0.00 -9.40 0.43 -1.38 0.0226 -0.0016
DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December 0.01 0.00 0.43 4.65 0.0220 -0.0007
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 0.01 -3.33 0.43 -1.39 0.0223 -0.0016
CINF / Cincinnati Financial Corporation 0.00 0.08 0.42 6.31 0.0216 -0.0004
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF 0.00 0.11 0.42 4.75 0.0215 -0.0007
EW / Edwards Lifesciences Corporation 0.01 0.00 0.42 -0.48 0.0219 -0.0014
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF 0.00 -2.11 0.41 3.25 0.0212 -0.0010
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF 0.00 -36.71 0.40 -36.49 0.0206 -0.0145
SOXX / iShares Trust - iShares Semiconductor ETF 0.00 -6.61 0.40 6.07 0.0206 -0.0004
NI / NiSource Inc. 0.01 0.00 0.40 7.24 0.0210 0.0003
PCX / Paychex, Inc. 0.00 0.90 0.40 -12.14 0.0209 -0.0043
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January 0.01 0.00 0.40 5.32 0.0203 -0.0005
SHW / The Sherwin-Williams Company 0.00 0.00 0.39 1.04 0.0205 -0.0010
TRV / The Travelers Companies, Inc. 0.00 -8.11 0.39 -3.95 0.0204 -0.0021
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 0.07 0.38 1.60 0.0196 -0.0013
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 0.00 0.38 9.62 0.0193 0.0003
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF 0.01 0.00 0.37 4.18 0.0192 -0.0007
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February 0.01 0.00 0.37 4.18 0.0192 -0.0008
CL / Colgate-Palmolive Company 0.00 0.09 0.37 -12.00 0.0196 -0.0040
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00 -0.91 0.37 6.69 0.0188 -0.0003
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 0.00 0.36 2.56 0.0185 -0.0011
VFH / Vanguard World Fund - Vanguard Financials ETF 0.00 0.07 0.35 3.21 0.0182 -0.0009
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares Put 0.35 18.00 0.0186 0.0019
RBLX / Roblox Corporation 0.00 2.17 0.35 34.48 0.0180 0.0035
SILA / Sila Realty Trust, Inc. 0.01 -3.53 0.35 2.04 0.0180 -0.0011
ISRG / Intuitive Surgical, Inc. 0.00 0.00 0.35 -17.65 0.0184 -0.0053
AMGN / Amgen Inc. 0.00 -3.54 0.35 -2.54 0.0182 -0.0016
GILD / Gilead Sciences, Inc. 0.00 -0.86 0.34 -0.58 0.0176 -0.0016
NKE / NIKE, Inc. 0.00 0.00 0.34 -1.72 0.0180 -0.0014
KLAC / KLA Corporation 0.00 0.96 0.34 21.58 0.0178 0.0023
NSC / Norfolk Southern Corporation 0.00 0.00 0.34 17.07 0.0177 0.0017
PM / Philip Morris International Inc. 0.00 0.69 0.33 -10.27 0.0174 -0.0031
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 2.24 0.33 61.39 0.0167 0.0055
IOO / iShares Trust - iShares Global 100 ETF 0.00 0.00 0.33 11.30 0.0167 0.0004
IDA / IDACORP, Inc. 0.00 0.00 0.32 14.49 0.0162 0.0009
GPN / Global Payments Inc. 0.00 0.16 0.32 3.95 0.0162 -0.0007
PLTR / Palantir Technologies Inc. 0.00 0.58 0.32 34.62 0.0165 0.0035
IXN / iShares Trust - iShares Global Tech ETF 0.00 0.00 0.31 11.91 0.0159 0.0005
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund 0.00 0.00 0.31 1.32 0.0157 -0.0011
STXG / EA Series Trust - Strive 1000 Growth ETF 0.01 0.00 0.29 8.55 0.0150 0.0000
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF 0.01 0.00 0.29 3.58 0.0152 -0.0004
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0.00 0.28 0.0149 0.0149
GPN / Global Payments Inc. Put 0.28 3.68 0.0145 -0.0006
COST / Costco Wholesale Corporation Put 0.28 -6.42 0.0146 -0.0019
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund 0.00 0.00 0.28 6.95 0.0142 -0.0002
IBM / International Business Machines Corporation 0.00 8.04 0.28 3.37 0.0145 -0.0003
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF 0.00 0.00 0.28 6.59 0.0141 -0.0002
LNT / Alliant Energy Corporation 0.00 0.00 0.27 11.11 0.0142 0.0007
CME / CME Group Inc. 0.00 1.53 0.27 -0.37 0.0141 -0.0009
KMB / Kimberly-Clark Corporation 0.00 0.00 0.27 -3.60 0.0141 -0.0014
NXPI / NXP Semiconductors N.V. 0.00 0.00 0.27 4.31 0.0137 -0.0005
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 -2.66 0.27 5.14 0.0136 -0.0004
DAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August 0.01 0.00 0.27 4.74 0.0136 -0.0005
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF Put 0.26 5.18 0.0139 -0.0001
DVY / iShares Trust - iShares Select Dividend ETF 0.00 0.00 0.26 7.00 0.0134 -0.0002
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 0.00 0.26 20.56 0.0136 0.0017
PFE / Pfizer Inc. 0.01 0.25 0.0133 0.0133
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.00 0.00 0.25 4.98 0.0133 -0.0001
VZ / Verizon Communications Inc. 0.01 -3.77 0.25 -2.33 0.0132 -0.0011
VRT / Vertiv Holdings Co 0.00 1.15 0.25 18.87 0.0132 0.0014
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.01 -7.47 0.24 0.83 0.0125 -0.0009
ZTS / Zoetis Inc. 0.00 -14.85 0.24 -20.00 0.0125 -0.0045
EMR / Emerson Electric Co. 0.00 0.24 0.0126 0.0126
VV / Vanguard Index Funds - Vanguard Large-Cap ETF 0.00 0.13 0.24 8.11 0.0123 -0.0000
ROP / Roper Technologies, Inc. 0.00 0.00 0.24 -12.13 0.0123 -0.0028
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.00 -16.64 0.24 -16.25 0.0122 -0.0036
TT / Trane Technologies plc 0.00 1.27 0.24 -2.08 0.0123 -0.0010
STXV / EA Series Trust - Strive 1000 Value ETF 0.01 0.00 0.23 4.93 0.0120 -0.0004
AWK / American Water Works Company, Inc. 0.00 1.78 0.23 2.21 0.0121 -0.0005
SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 0.00 0.00 0.23 8.13 0.0116 -0.0001
DTM / DT Midstream, Inc. 0.00 0.00 0.23 2.74 0.0116 -0.0006
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January 0.01 0.00 0.22 4.23 0.0117 -0.0002
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.00 0.19 0.22 0.46 0.0112 -0.0009
BNL / Broadstone Net Lease, Inc. 0.01 0.00 0.22 11.28 0.0112 0.0003
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF 0.00 -0.68 0.22 7.50 0.0111 -0.0000
SYK / Stryker Corporation 0.00 1.57 0.22 -5.29 0.0111 -0.0016
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF 0.00 0.21 0.0112 0.0112
FCF / First Commonwealth Financial Corporation 0.01 0.00 0.21 5.45 0.0112 -0.0001
IAUM / iShares Gold Trust Micro 0.01 0.21 0.0111 0.0111
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF 0.00 0.21 0.0109 0.0109
INTC / Intel Corporation 0.01 0.21 0.0106 0.0106
IPKW / Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 0.00 0.20 0.0105 0.0105
DRI / Darden Restaurants, Inc. 0.00 0.20 0.0107 0.0107
IBIT / iShares Bitcoin Trust ETF 0.00 0.20 0.0106 0.0106
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 0.01 0.16 0.0083 0.0083
NSPR / InspireMD, Inc. 0.01 0.00 0.02 9.09 0.0012 -0.0000
TGTC / Target Corporation 0.00 -100.00 0.00 -100.00 -0.0115
HSY / The Hershey Company 0.00 -100.00 0.00 0.0000
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0.00 -100.00 0.00 0.0000
APD / Air Products and Chemicals, Inc. 0.00 -100.00 0.00 0.0000