Whitaker Myers Wealth Managers, Ltd. Portfolio Holdings

Whitaker Myers Wealth Managers, Ltd.

  • $357 Billion
  • Q1 2025

Whitaker Myers Wealth Managers, Ltd. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $357 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $54.5B, Xtrackers Msci Eafe Hedged Equ with a value of $31.3B, Schwab Strategic Tr Us Dividen with a value of $25.1B, Invesco Exchange Traded Fd Tr with a value of $24.7B, and Vanguard Small Cap Value ETF with a value of $15.8B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $343B to 357B.

Whitaker Myers Wealth Managers, Ltd. is based out at Mansfield, OH

Below you can find more details about Whitaker Myers Wealth Managers, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $357 Billion
ETFs: $304 Billion
Financial Services: $25.4 Billion
Technology: $12.9 Billion
Communication Services: $3.37 Billion
Industrials: $2.13 Billion
Consumer Cyclical: $2.03 Billion
Basic Materials: $1.72 Billion
Energy: $653 Million
Other: $1.07 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89B
$37.7 Million 0.01% of portfolio
15,580
Q4 2024 Reduced 1.6%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $357 Billion
  • Prior Value $343 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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