Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers as of June 30, 2025

Portfolio Holdings for Whitaker-Myers Wealth Managers

Whitaker-Myers Wealth Managers holds 109 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 15.6 $62M 659k 93.79
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 8.8 $35M 801k 43.75
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 7.9 $31M 137k 227.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.3 $25M 950k 26.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.6 $18M 94k 195.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.5 $18M 65k 276.94
Ishares Tr Rus Md Cp Gr Etf (IWP) 4.5 $18M 129k 138.68
Vaneck Etf Trust Israel Etf (ISRA) 4.0 $16M 305k 51.83
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.7 $15M 294k 50.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.6 $14M 494k 29.21
Wisdomtree Tr India Erngs Fd (EPI) 3.5 $14M 296k 47.47
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.4 $14M 488k 27.67
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM) 3.1 $12M 220k 55.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $9.9M 17k 568.03
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $9.8M 73k 134.39
Ishares Tr Rus Mdcp Val Etf (IWS) 1.2 $4.6M 35k 132.14
NVIDIA Corporation (NVDA) 1.0 $3.8M 24k 157.99
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.8 $3.3M 65k 50.76
Apple (AAPL) 0.8 $3.3M 16k 205.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.7M 4.4k 617.87
Microsoft Corporation (MSFT) 0.7 $2.6M 5.3k 497.43
JPMorgan Chase & Co. (JPM) 0.6 $2.5M 8.6k 289.92
First Tr Exchange-traded SHS (FVD) 0.5 $2.0M 44k 44.70
Wisdomtree Bitcoin Shs Ben Int (BTCW) 0.5 $1.8M 16k 114.22
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $1.7M 28k 62.74
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.7M 31k 55.10
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $1.6M 13k 123.58
Axon Enterprise (AXON) 0.4 $1.5M 1.8k 827.94
Amazon (AMZN) 0.4 $1.4M 6.6k 219.40
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $1.4M 16k 90.98
Select Sector Spdr Tr Technology (XLK) 0.4 $1.4M 5.5k 253.24
Pacer Fds Tr Trendpilot Intl (PTIN) 0.3 $1.4M 47k 29.01
Select Sector Spdr Tr Financial (XLF) 0.3 $1.3M 26k 52.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.3M 9.8k 135.04
Quanta Services (PWR) 0.3 $1.3M 3.4k 378.08
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.3 $1.3M 36k 34.88
Progressive Corporation (PGR) 0.3 $1.2M 4.7k 266.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.2M 2.2k 551.76
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $1.2M 13k 90.89
Tesla Motors (TSLA) 0.3 $1.2M 3.7k 317.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.1M 47k 23.83
RPM International (RPM) 0.3 $1.1M 10k 109.84
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.0M 2.3k 438.32
Meta Platforms Cl A (META) 0.2 $902k 1.2k 738.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $887k 35k 25.30
Alphabet Cap Stk Cl C (GOOG) 0.2 $861k 4.9k 177.39
Tidal Trust I Fundstrat Granny (GRNY) 0.2 $857k 38k 22.68
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $787k 8.6k 91.10
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.2 $785k 22k 35.64
Arista Networks Com Shs (ANET) 0.2 $769k 7.5k 102.31
Oracle Corporation (ORCL) 0.2 $764k 3.5k 218.63
Costco Wholesale Corporation (COST) 0.2 $760k 768.00 990.01
Crowdstrike Hldgs Cl A (CRWD) 0.2 $749k 1.5k 509.31
Netflix (NFLX) 0.2 $737k 550.00 1339.13
Robinhood Mkts Com Cl A (HOOD) 0.2 $732k 7.8k 93.63
Advanced Micro Devices (AMD) 0.2 $696k 4.9k 141.90
Palantir Technologies Cl A (PLTR) 0.2 $692k 5.1k 136.32
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $691k 7.0k 98.24
American Express Company (AXP) 0.2 $689k 2.2k 318.93
Williams Companies (WMB) 0.2 $684k 11k 62.81
Goldman Sachs (GS) 0.2 $661k 934.00 707.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $661k 2.2k 303.89
Palo Alto Networks (PANW) 0.2 $658k 3.2k 204.64
Caterpillar (CAT) 0.2 $640k 1.6k 388.19
Ge Vernova (GEV) 0.2 $639k 1.2k 529.15
Emerson Electric (EMR) 0.2 $626k 4.7k 133.33
Intuitive Surgical Com New (ISRG) 0.2 $620k 1.1k 543.41
S&p Global (SPGI) 0.1 $578k 1.1k 527.29
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $578k 7.2k 80.23
Eaton Corp SHS (ETN) 0.1 $576k 1.6k 356.99
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $565k 14k 41.33
Cadence Design Systems (CDNS) 0.1 $561k 1.8k 308.15
Kla Corp Com New (KLAC) 0.1 $559k 624.00 895.74
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $554k 8.9k 62.02
Bank of New York Mellon Corporation (BK) 0.1 $554k 6.1k 91.11
Microstrategy Cl A New (MSTR) 0.1 $550k 1.4k 404.23
Ishares Tr Msci Acwi Exus (HAWX) 0.1 $493k 14k 35.35
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $480k 7.8k 61.67
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $474k 15k 31.89
Pacer Fds Tr Us Small Cap Cas (CALF) 0.1 $465k 12k 39.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $450k 6.1k 73.63
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.1 $449k 13k 35.28
Nucor Corporation (NUE) 0.1 $428k 3.3k 129.55
Timothy Plan U S Sm Cp Core (TPSC) 0.1 $416k 11k 38.68
Nuveen Muni Value Fund (NUV) 0.1 $411k 47k 8.69
Alphabet Cap Stk Cl A (GOOGL) 0.1 $402k 2.3k 176.24
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.1 $384k 1.7k 229.35
Amphenol Corp Cl A (APH) 0.1 $375k 3.8k 98.75
Ares Capital Corporation (ARCC) 0.1 $339k 15k 21.96
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.1 $321k 9.4k 34.27
Dbx Etf Tr Xtrack Msci All (DBAW) 0.1 $315k 8.6k 36.62
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.1 $313k 7.7k 40.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $307k 4.4k 69.09
Timothy Plan Hig Dv Stk Etf (TPHD) 0.1 $297k 7.8k 37.80
Sprott Physical Gold Tr Unit (PHYS) 0.1 $293k 12k 25.35
Vanguard Index Fds Value Etf (VTV) 0.1 $273k 1.5k 176.75
Ishares Silver Tr Ishares (SLV) 0.1 $267k 8.1k 32.81
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.1 $259k 7.3k 35.53
Vaneck Etf Trust Morningstar Smid (SMOT) 0.1 $252k 7.2k 34.80
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $241k 2.9k 83.75
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.1 $231k 4.7k 49.20
Visa Com Cl A (V) 0.1 $223k 628.00 355.24
Metropcs Communications (TMUS) 0.1 $222k 933.00 238.15
Proshares Tr Ultra Bitcoin Et (BITU) 0.1 $218k 4.2k 51.74
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $216k 5.0k 43.29
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $212k 1.6k 135.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $210k 2.5k 82.91
Philip Morris International (PM) 0.1 $206k 1.1k 182.13
Nextnav *w Exp 99/99/999 (NNAVW) 0.0 $71k 11k 6.35