Whitaker Myers Wealth Managers, Ltd. Portfolio Holdings

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024

Whitaker Myers Wealth Managers, Ltd. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $343 Billion distributed in 120 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 $51.7B, Invesco Exchange Traded Fd Tr with a value of $29.2B, Xtrackers Msci Eafe Hedged Equ with a value of $27.4B, Schwab Strategic Tr Us Dividen with a value of $22.3B, and Vanguard Small Cap Growth ETF with a value of $15.4B.

Examining the 13F form we can see an increase of $42.2B in the current position value, from $301B to 343B.

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 $343 Billion
ETFs: $302 Billion
Technology: $14.4 Billion
Financial Services: $11.6 Billion
Consumer Cyclical: $4.57 Billion
Communication Services: $3.99 Billion
Basic Materials: $1.61 Billion
Consumer Defensive: $1.61 Billion
Energy: $978 Million
Other: $1.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.23T
$716 Million 0.21% of portfolio
3,760
Q4 2024 Reduced 0.84%
$0
$656 Million 0.19% of portfolio
6,663
Q4 2024 Reduced 1.39%
$72.6B
$621 Million 0.18% of portfolio
11,466
Q4 2024 Reduced 24.54%
$136B
$570 Million 0.17% of portfolio
9,444
Q4 2024 New
$0
$598 Million 0.17% of portfolio
7,920
Q4 2024 Reduced 11.14%
$435B
$537 Million 0.16% of portfolio
602
Q4 2024 Added 6.74%
$0
$559 Million 0.16% of portfolio
18,622
Q4 2024 Added 3.28%
$0
$536 Million 0.16% of portfolio
18,495
Q4 2024 Added 3.48%
$99.1B
$542 Million 0.16% of portfolio
2,336
Q4 2024 New
$416B
$485 Million 0.14% of portfolio
529
Q4 2024 Added 29.34%
$540B
$472 Million 0.14% of portfolio
1,493
Q4 2024 Added 98.01%
$0
$466 Million 0.14% of portfolio
7,656
Q4 2024 Added 0.63%
$746B
$476 Million 0.14% of portfolio
617
Q4 2024 New
$0
$476 Million 0.14% of portfolio
10,823
Q4 2024 Added 1.86%
$257B
$451 Million 0.13% of portfolio
4,993
Q4 2024 New
$128B
$459 Million 0.13% of portfolio
4,313
Q4 2024 New
$80.5B
$422 Million 0.12% of portfolio
1,234
Q4 2024 Added 17.64%
$603B
$400 Million 0.12% of portfolio
883
Q4 2024 New
$0
$426 Million 0.12% of portfolio
9,952
Q4 2024 Added 26.28%
$56.2B
$427 Million 0.12% of portfolio
2,349
Q4 2024 Added 149.1%
$976M
$384 Million 0.11% of portfolio
15,196
Q4 2024 Added 2.59%
$0
$380 Million 0.11% of portfolio
9,721
Q4 2024 Reduced 4.19%
$198B
$386 Million 0.11% of portfolio
3,197
Q4 2024 Added 16.68%
$1.15T
$389 Million 0.11% of portfolio
1,968
Q4 2024 New
$373B
$389 Million 0.11% of portfolio
8,861
Q4 2024 New
$204B
$370 Million 0.11% of portfolio
3,326
Q4 2024 New
$268B
$371 Million 0.11% of portfolio
5,962
Q4 2024 New
$162B
$332 Million 0.1% of portfolio
14,567
Q4 2024 New
$453B
$358 Million 0.1% of portfolio
3,325
Q4 2024 New
$0
$334 Million 0.1% of portfolio
6,991
Q4 2024 New
$215B
$337 Million 0.1% of portfolio
2,022
Q4 2024 New
$31.4B
$357 Million 0.1% of portfolio
3,056
Q2 2024 New
$103B
$326 Million 0.09% of portfolio
3,816
Q4 2024 New
$76.6B
$293 Million 0.09% of portfolio
5,493
Q4 2024 New
$63.5B
$298 Million 0.09% of portfolio
2,207
Q4 2024 New
$25.8B
$307 Million 0.09% of portfolio
14,488
Q4 2024 New
$14.6B
$299 Million 0.09% of portfolio
11,340
Q4 2024 Added 0.01%
$113B
$322 Million 0.09% of portfolio
3,531
Q4 2024 New
$166B
$325 Million 0.09% of portfolio
8,117
Q4 2024 New
$384B
$308 Million 0.09% of portfolio
2,129
Q4 2024 New
$0
$300 Million 0.09% of portfolio
7,999
Q4 2024 Reduced 8.07%
$0
$316 Million 0.09% of portfolio
5,357
Q4 2024 Reduced 66.08%
$0
$315 Million 0.09% of portfolio
6,164
Q4 2024 New
$236B
$261 Million 0.08% of portfolio
3,075
Q4 2024 New
$50.7B
$269 Million 0.08% of portfolio
2,046
Q4 2024 New
$45.9B
$281 Million 0.08% of portfolio
4,044
Q2 2024 Added 100.0%
$155B
$264 Million 0.08% of portfolio
3,496
Q4 2024 New
$0
$273 Million 0.08% of portfolio
8,489
Q4 2024 Added 0.37%
$0
$280 Million 0.08% of portfolio
8,242
Q4 2024 Reduced 5.3%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $343 Billion
  • Prior Value $301 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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