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Strategy shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 8.8k 26.74

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Whitaker-Myers Wealth Managers

Top funds holding Strategy

OneAscent Financial Services
Ambassador Advisors
Creative Financial Designs
Bare Financial Services
Atria Investments
OneAscent Wealth Management
Change Path
O'Connor Financial Group
LPL Financial
Wealth Enhancement Advisory Services
LVZ Advisors
PAX Financial Group
ValMark Advisers
Strategic Equity Management
Cambridge Investment Research Advisors

View all funds holding Strategy