Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers as of March 31, 2025

Portfolio Holdings for Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers holds 113 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 15.3 $55M 619k 88.00
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 8.8 $31M 722k 43.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.1 $25M 899k 27.96
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.9 $25M 128k 193.02
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.4 $16M 85k 186.29
Sprott Physical Gold Tr Unit (PHYS) 4.2 $15M 625k 24.06
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.0 $14M 57k 251.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 3.8 $14M 117k 117.49
Wisdomtree Tr India Erngs Fd (EPI) 3.6 $13M 290k 43.71
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.5 $13M 248k 50.63
Vaneck Etf Trust Israel Etf (ISRA) 3.5 $12M 293k 42.18
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 3.1 $11M 209k 52.74
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.8 $10M 377k 26.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.8 $9.8M 392k 25.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $8.2M 16k 513.92
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.0 $7.0M 61k 115.60
Sprott Physical Silver Tr Tr Unit (PSLV) 1.5 $5.2M 450k 11.60
Apple (AAPL) 1.2 $4.1M 19k 222.13
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.1 $3.8M 74k 51.45
Ishares Tr Rus Mdcp Val Etf (IWS) 1.0 $3.6M 29k 125.97
NVIDIA Corporation (NVDA) 0.8 $2.7M 25k 108.38
First Tr Value Line Divid In SHS (FVD) 0.6 $2.1M 47k 44.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.7M 3.0k 559.43
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.6M 29k 54.76
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $1.5M 26k 58.54
JPMorgan Chase & Co. (JPM) 0.4 $1.5M 6.1k 245.31
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.5M 12k 122.01
Microsoft Corporation (MSFT) 0.4 $1.4M 3.8k 375.41
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.4M 3.8k 370.87
Pacer Fds Tr Trendpilot Intl (PTIN) 0.4 $1.4M 48k 29.32
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $1.4M 15k 89.64
Wisdomtree Bitcoin Shs Ben Int (BTCW) 0.4 $1.3M 15k 87.27
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $1.3M 11k 119.73
Amazon (AMZN) 0.4 $1.3M 6.8k 190.25
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.3 $1.2M 36k 34.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 2.6k 468.85
Ishares Tr Cohen Steer Reit (ICF) 0.3 $1.2M 20k 61.53
RPM International (RPM) 0.3 $1.2M 10k 115.68
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $1.1M 14k 83.28
Meta Platforms Cl A (META) 0.3 $1.0M 1.8k 576.21
Select Sector Spdr Tr Financial (XLF) 0.3 $1.0M 21k 49.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.0M 48k 21.53
Netflix (NFLX) 0.3 $945k 1.0k 932.53
Select Sector Spdr Tr Technology (XLK) 0.3 $939k 4.5k 206.48
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $919k 39k 23.43
Progressive Corporation (PGR) 0.2 $870k 3.1k 282.99
Alphabet Cap Stk Cl C (GOOG) 0.2 $757k 4.8k 156.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $725k 8.3k 87.17
Tesla Motors (TSLA) 0.2 $703k 2.7k 259.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $673k 2.4k 274.82
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.2 $656k 20k 32.59
Williams Companies (WMB) 0.2 $653k 11k 59.76
Costco Wholesale Corporation (COST) 0.2 $635k 671.00 945.93
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $628k 6.9k 91.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $624k 11k 58.35
Axon Enterprise (AXON) 0.2 $548k 1.0k 525.95
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $546k 14k 38.41
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $546k 7.6k 71.43
Oracle Corporation (ORCL) 0.1 $515k 3.7k 139.82
Arista Networks Com Shs (ANET) 0.1 $510k 6.6k 77.48
S&p Global (SPGI) 0.1 $494k 972.00 508.10
Tidal Etf Tr Fundstrat Granny (GRNY) 0.1 $484k 27k 18.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $477k 6.5k 73.45
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $476k 7.7k 61.72
American Express Company (AXP) 0.1 $476k 1.8k 269.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $475k 891.00 532.58
Palo Alto Networks (PANW) 0.1 $470k 2.8k 170.64
Caterpillar (CAT) 0.1 $468k 1.4k 329.89
Crowdstrike Hldgs Cl A (CRWD) 0.1 $467k 1.3k 352.58
Palantir Technologies Cl A (PLTR) 0.1 $460k 5.5k 84.40
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $460k 15k 30.14
Qualcomm (QCOM) 0.1 $455k 3.0k 153.59
Garmin SHS (GRMN) 0.1 $451k 2.1k 217.13
Accenture Plc Ireland Shs Class A (ACN) 0.1 $448k 1.4k 312.04
Advanced Micro Devices (AMD) 0.1 $442k 4.3k 102.73
Abbott Laboratories (ABT) 0.1 $439k 3.3k 132.65
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $437k 12k 37.50
Goldman Sachs (GS) 0.1 $423k 775.00 546.03
Emerson Electric (EMR) 0.1 $419k 3.8k 109.64
Cadence Design Systems (CDNS) 0.1 $403k 1.6k 254.33
Timothy Plan U S Sm Cp Core (TPSC) 0.1 $402k 11k 37.03
Nucor Corporation (NUE) 0.1 $396k 3.3k 120.36
Ge Vernova (GEV) 0.1 $387k 1.3k 305.28
Bank of New York Mellon Corporation (BK) 0.1 $378k 4.5k 83.87
Quanta Services (PWR) 0.1 $376k 1.5k 254.18
Alphabet Cap Stk Cl A (GOOGL) 0.1 $374k 2.4k 154.67
Spdr Gold Tr Gold Shs (GLD) 0.1 $341k 1.2k 288.14
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.1 $336k 1.6k 205.45
Eaton Corp SHS (ETN) 0.1 $319k 1.2k 271.83
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $303k 8.0k 37.73
Timothy Plan Hig Dv Stk Etf (TPHD) 0.1 $301k 8.0k 37.62
Ishares Silver Tr Ishares (SLV) 0.1 $301k 9.7k 30.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $299k 4.8k 62.10
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.1 $299k 9.7k 30.75
Dbx Etf Tr Xtrack Msci All (DBAW) 0.1 $297k 8.4k 35.39
Visa Com Cl A (V) 0.1 $293k 835.00 350.26
Ishares Tr Msci Acwi Exus (HAWX) 0.1 $274k 8.2k 33.44
Fiserv (FI) 0.1 $269k 1.2k 220.83
Amphenol Corp Cl A (APH) 0.1 $265k 4.0k 65.59
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.1 $263k 7.7k 34.12
Metropcs Communications (TMUS) 0.1 $252k 946.00 266.67
Vanguard Index Fds Value Etf (VTV) 0.1 $248k 1.4k 172.75
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $237k 17k 13.63
Ares Capital Corporation (ARCC) 0.1 $232k 11k 22.16
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $231k 2.9k 79.85
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $228k 2.8k 81.75
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $224k 4.6k 49.15
Vaneck Etf Trust Morningstar Smid (SMOT) 0.1 $218k 6.7k 32.79
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $201k 4.9k 40.70
Rayonier Advanced Matls (RYAM) 0.0 $176k 31k 5.75
Nextnav *w Exp 99/99/999 (NNAVW) 0.0 $45k 10k 4.40
Volatility Shs Tr 2x Ether Etf 0.0 $43k 23k 1.83
Lucid Group 0.0 $38k 16k 2.42