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  Name: MCKINLEY CARTER WEALTH SERVICES, INC.
  City: WHEELING
  State: WV
  Zip: 26003
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,495,703,000
  Total Value Change : $129,787,000
  Securities Held Change : -3
   
All Securities Held : 298
  New Positions : 12
  Closed Positions : 15
  Increased Positions : 116
  Unchanged Positions : 52
  Decreased Positions : 118

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFEB)1 Year Chart         DFEB Ft Cboe Vest Us Equity Deep... 309 Closed $0.00 $0 0 0% -222,000 -5,929 0    N/A
   (PSQ)1 Year Chart         PSQ ProShares Short QQQ 302 Closed $8.82 $0 0 0% -685,000 -72,252 0    Closed - End Fund - Debt
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 308 Closed $110.25 $0 0 0% -205,000 -2,010 0    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 301 Closed $49.40 $0 0 0% -217,000 -4,652 0    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 307 Closed $106.09 $0 0 0% -241,000 -2,242 0    Closed - End Fund - E...
   (VONV)1 Year Chart         VONV Vanguard Russell 1000 Value... 313 Closed $77.59 $0 0 0% -432,000 -5,961 0    N/A
   (ROBO)1 Year Chart         ROBO Robo Stox Global Robotics A... 300 Closed $56.68 $0 0 0% -272,000 -4,739 0    N/A
   (AWK)1 Year Chart         AWK American Water Works Compan... 306 Closed $133.78 $0 0 0% -215,000 -1,631 0    Multi Utilities
   (BA)1 Year Chart         BA Boeing Co 312 Closed $178.44 $0 0 0% -219,000 -839 0    Aerospace/Defense - M...
   (ES)1 Year Chart         ES Eversource Energy 299 Closed $61.28 $0 0 0% -205,000 -3,314 0    Electric Utilities
   (IDV)1 Year Chart         IDV iShares Dow Jones EPAC Sele... 305 Closed $0.00 $0 0 0% -206,000 -7,347 0    Closed - End Fund - E...
   (XEL)1 Year Chart         XEL Xcel Energy Inc 311 Closed $55.83 $0 0 0% -221,000 -3,571 0    Electric Utilities
   (UNP)1 Year Chart         UNP Union Pacific Corp 304 Closed $245.68 $0 0 0% -246,000 -1,003 0    Railroads
   (STRM)1 Year Chart         STRM Streamline Health Solution 310 Closed $0.32 $0 0 0% -26,000 -60,000 0    Healthcare Informatio...
   (SECT)1 Year Chart         SECT Main Sector Rotation Etf 303 Closed $0.00 $0 0 0% -245,000 -5,273 0    N/A
      15 Records Found
  1    
Page 1 of 1
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