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Name: |
MCKINLEY CARTER WEALTH SERVICES, INC. |
City: |
WHEELING |
State: |
WV |
Zip: |
26003 |
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Holdings
Found :
15 |
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Closed Positions |
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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 |
|
TIP |
iShares Lehman TIPS Bond |
307 |
Closed |
$106.09 |
$0 |
0 |
0% |
-241,000 |
-2,242 |
0 |
Closed - End Fund - E... |
|
VONV |
Vanguard Russell 1000 Value... |
313 |
Closed |
$77.59 |
$0 |
0 |
0% |
-432,000 |
-5,961 |
0 |
N/A |
|
ROBO |
Robo Stox Global Robotics A... |
300 |
Closed |
$56.68 |
$0 |
0 |
0% |
-272,000 |
-4,739 |
0 |
N/A |
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AWK |
American Water Works Compan... |
306 |
Closed |
$133.78 |
$0 |
0 |
0% |
-215,000 |
-1,631 |
0 |
Multi Utilities |
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BA |
Boeing Co |
312 |
Closed |
$178.44 |
$0 |
0 |
0% |
-219,000 |
-839 |
0 |
Aerospace/Defense - M... |
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ES |
Eversource Energy |
299 |
Closed |
$61.28 |
$0 |
0 |
0% |
-205,000 |
-3,314 |
0 |
Electric Utilities |
|
IDV |
iShares Dow Jones EPAC Sele... |
305 |
Closed |
$0.00 |
$0 |
0 |
0% |
-206,000 |
-7,347 |
0 |
Closed - End Fund - E... |
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XEL |
Xcel Energy Inc |
311 |
Closed |
$55.83 |
$0 |
0 |
0% |
-221,000 |
-3,571 |
0 |
Electric Utilities |
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UNP |
Union Pacific Corp |
304 |
Closed |
$245.68 |
$0 |
0 |
0% |
-246,000 |
-1,003 |
0 |
Railroads |
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STRM |
Streamline Health Solution |
310 |
Closed |
$0.32 |
$0 |
0 |
0% |
-26,000 |
-60,000 |
0 |
Healthcare Informatio... |
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SECT |
Main Sector Rotation Etf |
303 |
Closed |
$0.00 |
$0 |
0 |
0% |
-245,000 |
-5,273 |
0 |
N/A |
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DFEB |
Ft Cboe Vest Us Equity Deep... |
309 |
Closed |
$0.00 |
$0 |
0 |
0% |
-222,000 |
-5,929 |
0 |
N/A |
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PSQ |
ProShares Short QQQ |
302 |
Closed |
$8.82 |
$0 |
0 |
0% |
-685,000 |
-72,252 |
0 |
Closed - End Fund - Debt |
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ACWI |
iShares MSCI ACWI Index |
308 |
Closed |
$110.25 |
$0 |
0 |
0% |
-205,000 |
-2,010 |
0 |
Closed - End Fund - E... |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
301 |
Closed |
$49.40 |
$0 |
0 |
0% |
-217,000 |
-4,652 |
0 |
Closed - End Fund - E... |
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