MCKINLEY CARTER WEALTH SERVICES, INC.
2100 MARKET STREET, WHEELING, West Virginia, 26003, (304) 230-2400
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 79 |
| New Positions | 14 |
| Increased Positions | 22 |
| Decreased Positions | 56 |
| Positions with Activity | 78 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
71 |
Sector Weighting
| Basic Materials | 2.14% |
| Capital Goods | 1.68% |
| Conglomerates | |
| Consumer Cyclical | 4.13% |
| Consumer/Non-Cyclical | 8% |
| Energy | 7.52% |
| Financial | 41.31% |
| Healthcare | 8.31% |
| Services | 9.57% |
| Technology | 9.99% |
| Transportation | 0.63% |
| Utilities | 4.37% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
79 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| ISHARES TR | RUSSELL1000GRW | 4,585 | -2,434 | (34.67) | 60,927 |
| WISDOMTREE TRUST | DIV EX-FINL FD | 3,326 | -1,462 | (30.53) | 51,596 |
| FIRST TR EXCHANGE TRADED FD | NY ARCA BIOTECH | 2,800 | -721 | (20.48) | 47,233 |
| APPLE INC | COM | 2,717 | 39 | 1.45 | 6,146 |
| MCDONALDS CORP | COM | 2,716 | -250 | (8.42) | 26,879 |
| PFIZER INC | COM | 2,514 | -589 | (18.98) | 86,375 |
| GENERAL ELECTRIC CO | COM | 2,435 | -643 | (20.89) | 102,933 |
| PHILIP MORRIS INTL INC | COM | 2,394 | -379 | (13.68) | 25,382 |
| EXXON MOBIL CORP | COM | 2,319 | -48 | (2.02) | 25,264 |
| TRAVELERS COMPANIES INC | COM | 2,267 | -281 | (11.04) | 27,151 |
| WESCO INTL INC | COM | 2,239 | -408 | (15.4) | 30,108 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 1,990 | -229 | (10.32) | 24,118 |
| V F CORP | COM | 1,955 | -133 | (6.36) | 10,562 |
| JPMORGAN CHASE & CO | COM | 1,920 | -65 | (3.26) | 35,997 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 1,917 | -70 | (3.51) | 8,827 |
| PROCTER & GAMBLE CO | COM | 1,808 | -692 | (27.7) | 22,969 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 1,758 | -1,060 | (37.61) | 34,968 |
| ISHARES TR | RUSSELL 1000 | 1,748 | -1,008 | (36.57) | 19,015 |
| UNIT CORP | COM | 1,687 | -43 | (2.51) | 37,329 |
| BARCLAYS BK PLC | DJUBS CMDT ETN36 | 1,666 | -727 | (30.38) | 42,652 |
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