Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers as of Dec. 31, 2024

Portfolio Holdings for Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers holds 120 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 15.1 $52M 558k 92.73
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 8.5 $29M 139k 210.45
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 8.0 $27M 662k 41.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.5 $22M 815k 27.32
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.5 $15M 78k 198.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.5 $15M 55k 280.06
Ishares Tr Rus Md Cp Gr Etf (IWP) 4.0 $14M 108k 126.75
Vaneck Etf Trust Israel Etf (ISRA) 3.5 $12M 272k 43.55
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.4 $12M 230k 50.37
Wisdomtree Tr India Erngs Fd (EPI) 3.2 $11M 244k 45.27
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.1 $11M 377k 27.87
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 3.1 $11M 189k 55.42
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.7 $9.3M 357k 26.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $7.8M 15k 538.80
Sprott Physical Gold Tr Unit (PHYS) 2.0 $6.8M 337k 20.14
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.9 $6.5M 57k 114.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $6.2M 11k 586.07
Apple (AAPL) 1.3 $4.6M 18k 250.42
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.1 $3.9M 74k 53.44
Ishares Tr Rus Mdcp Val Etf (IWS) 1.1 $3.6M 28k 129.34
NVIDIA Corporation (NVDA) 0.9 $3.0M 22k 134.29
Sprott Physical Silver Tr Tr Unit (PSLV) 0.7 $2.3M 243k 9.65
First Tr Value Line Divid In SHS (FVD) 0.6 $2.1M 47k 43.64
Tesla Motors (TSLA) 0.5 $1.8M 4.5k 403.81
Microsoft Corporation (MSFT) 0.5 $1.8M 4.3k 421.45
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $1.8M 14k 128.62
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.7M 4.1k 410.44
Amazon (AMZN) 0.5 $1.6M 7.1k 219.37
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.4 $1.5M 25k 59.14
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.5M 26k 56.48
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $1.4M 16k 87.82
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.4 $1.3M 36k 36.89
Pacer Fds Tr Trendpilot Intl (PTIN) 0.4 $1.3M 48k 27.75
RPM International (RPM) 0.4 $1.3M 10k 123.06
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $1.2M 9.4k 124.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.2M 13k 89.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.1M 2.2k 511.14
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.1M 47k 22.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.0M 40k 25.86
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $1.0M 11k 90.93
Meta Platforms Cl A (META) 0.3 $912k 1.6k 585.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $891k 14k 62.31
JPMorgan Chase & Co. (JPM) 0.3 $885k 3.7k 239.69
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $841k 22k 38.91
Select Sector Spdr Tr Financial (XLF) 0.2 $838k 17k 48.33
Select Sector Spdr Tr Technology (XLK) 0.2 $810k 3.5k 232.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $800k 2.8k 289.78
Select Sector Spdr Tr Indl (XLI) 0.2 $790k 6.0k 131.77
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $784k 8.1k 96.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $738k 10k 71.91
Alphabet Cap Stk Cl C (GOOG) 0.2 $716k 3.8k 190.46
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $656k 6.7k 98.48
Williams Companies (WMB) 0.2 $621k 12k 54.12
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $598k 7.9k 75.53
Uber Technologies (UBER) 0.2 $570k 9.4k 60.32
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.2 $559k 19k 30.01
Broadcom (AVGO) 0.2 $542k 2.3k 231.81
Netflix (NFLX) 0.2 $537k 602.00 891.32
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.2 $536k 19k 29.00
Costco Wholesale Corporation (COST) 0.1 $485k 529.00 916.36
Eli Lilly & Co. (LLY) 0.1 $476k 617.00 772.03
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $476k 11k 44.01
Visa Com Cl A (V) 0.1 $472k 1.5k 316.08
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $466k 7.7k 60.82
Shopify Cl A (SHOP) 0.1 $459k 4.3k 106.33
Wal-Mart Stores (WMT) 0.1 $451k 5.0k 90.34
Alphabet Cap Stk Cl A (GOOGL) 0.1 $431k 2.3k 189.31
Palo Alto Networks (PANW) 0.1 $427k 2.3k 181.96
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $426k 10k 42.83
Crowdstrike Hldgs Cl A (CRWD) 0.1 $422k 1.2k 342.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $400k 883.00 453.28
Bank of America Corporation (BAC) 0.1 $390k 8.9k 43.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $389k 2.0k 197.49
Advanced Micro Devices (AMD) 0.1 $386k 3.2k 120.77
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $385k 15k 25.30
Timothy Plan U S Sm Cp Core (TPSC) 0.1 $380k 9.7k 39.05
Coca-Cola Company (KO) 0.1 $371k 6.0k 62.26
Walt Disney Company (DIS) 0.1 $370k 3.3k 111.36
Exxon Mobil Corporation (XOM) 0.1 $358k 3.3k 107.58
Nucor Corporation (NUE) 0.1 $357k 3.1k 116.71
Ge Aerospace Com New (GE) 0.1 $337k 2.0k 166.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $334k 7.0k 47.82
At&t (T) 0.1 $332k 15k 22.77
Paypal Holdings (PYPL) 0.1 $326k 3.8k 85.35
Verizon Communications (VZ) 0.1 $325k 8.1k 39.99
Starbucks Corporation (SBUX) 0.1 $322k 3.5k 91.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $316k 5.4k 58.93
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $315k 6.2k 51.14
Johnson & Johnson (JNJ) 0.1 $308k 2.1k 144.60
Sony Group Corp Sponsored Adr (SONY) 0.1 $307k 15k 21.16
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.1 $300k 8.0k 37.52
Ishares Silver Tr Ishares (SLV) 0.1 $299k 11k 26.33
Target Corporation (TGT) 0.1 $298k 2.2k 135.18
General Motors Company (GM) 0.1 $293k 5.5k 53.27
Amphenol Corp Cl A (APH) 0.1 $281k 4.0k 69.45
Dbx Etf Tr Xtrack Msci All (DBAW) 0.1 $280k 8.2k 33.96
Ishares Tr Msci Acwi Exus (HAWX) 0.1 $273k 8.5k 32.21
Airbnb Com Cl A (ABNB) 0.1 $269k 2.0k 131.41
Palantir Technologies Cl A (PLTR) 0.1 $264k 3.5k 75.63
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $261k 3.1k 84.79
Block Cl A (XYZ) 0.1 $256k 3.0k 84.99
Coinbase Global Com Cl A (COIN) 0.1 $254k 1.0k 248.39
Fiserv (FI) 0.1 $251k 1.2k 205.42
Realty Income (O) 0.1 $246k 4.6k 53.41
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $244k 2.8k 87.90
Vanguard Index Fds Value Etf (VTV) 0.1 $242k 1.4k 169.31
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $237k 2.9k 80.92
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $236k 2.1k 110.28
Wisdomtree Bitcoin Shs Ben Int (BTCW) 0.1 $232k 2.4k 98.65
Axon Enterprise (AXON) 0.1 $231k 389.00 594.32
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $224k 2.8k 80.28
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $216k 4.4k 48.91
Proshares Tr Ultra Bitcoin Et (BITU) 0.1 $216k 4.4k 49.42
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $213k 2.7k 78.01
salesforce (CRM) 0.1 $209k 626.00 334.40
Metropcs Communications (TMUS) 0.1 $209k 945.00 220.78
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $205k 4.5k 45.76
Vaneck Etf Trust Morningstar Smid (SMOT) 0.1 $203k 5.9k 34.47
Nextnav Common Stock (NN) 0.0 $157k 10k 15.56
Lucid Group 0.0 $47k 16k 3.02