Whitaker Myers Wealth Managers, Ltd. Portfolio Holdings

Whitaker Myers Wealth Managers, Ltd.

  • $271 Billion
  • Q2 2024

Whitaker Myers Wealth Managers, Ltd. has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $271 Billion distributed in 99 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 $44.3B, Xtrackers Msci Eafe Hedged Equ with a value of $23.4B, Invesco Exchange Traded Fd Tr with a value of $23B, Schwab Strategic Tr Us Dividen with a value of $17.9B, and Vanguard Small Cap Value ETF with a value of $12.9B.

Examining the 13F form we can see an increase of $33.8B in the current position value, from $237B to 271B.

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 $271 Billion
ETFs: $243 Billion
Technology: $10.6 Billion
Financial Services: $9.66 Billion
Consumer Cyclical: $2.91 Billion
Communication Services: $1.79 Billion
Industrials: $910 Million
Basic Materials: $483 Million
Consumer Defensive: $442 Million
Other: $816 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.3 Billion 16.37% of portfolio
511,853
Q2 2024 Added 5.01%
$0
$23.4 Billion 8.65% of portfolio
565,506
Q2 2024 Added 20.55%
$0
$23 Billion 8.51% of portfolio
116,925
Q2 2024 Added 14.63%
$0
$17.9 Billion 6.62% of portfolio
230,405
Q2 2024 Added 1.09%
$0
$12.9 Billion 4.78% of portfolio
70,923
Q2 2024 Added 12.89%
$0
$11.2 Billion 4.14% of portfolio
44,850
Q2 2024 Added 25.71%
$0
$10.7 Billion 3.95% of portfolio
221,762
Q2 2024 Added 23.17%
$0
$10.1 Billion 3.73% of portfolio
91,589
Q2 2024 Added 28.25%
$0
$8.55 Billion 3.16% of portfolio
165,624
Q2 2024 Added 8.53%
$0
$8.22 Billion 3.03% of portfolio
16,433
Q2 2024 Added 3.51%
$0
$8.11 Billion 2.99% of portfolio
225,737
Q2 2024 Added 16.16%
$0
$7.19 Billion 2.65% of portfolio
397,866
Q2 2024 Added 6.68%
$0
$6.85 Billion 2.53% of portfolio
67,928
Q2 2024 Added 497.59%
$0
$5.93 Billion 2.19% of portfolio
80,057
Q2 2024 Added 1,010.05%
$0
$4.88 Billion 1.8% of portfolio
41,548
Q2 2024 Added 127.09%
$0
$3.63 Billion 1.34% of portfolio
72,948
Q2 2024 Reduced 0.71%
$0
$2.84 Billion 1.05% of portfolio
23,491
Q2 2024 Added 77.29%
$294B
$2.72 Billion 1.01% of portfolio
22,053
Q2 2024 Added 1,029.19%
$0
$2.5 Billion 0.92% of portfolio
49,609
Q2 2024 Added 4.75%
$0
$1.97 Billion 0.73% of portfolio
48,258
Q2 2024 Reduced 2.77%
$0
$1.92 Billion 0.71% of portfolio
7,193
Q2 2024 Reduced 8.75%
$3.27T
$1.89 Billion 0.7% of portfolio
4,223
Q2 2024 Added 4.19%
$0
$1.73 Billion 0.64% of portfolio
4,613
Q2 2024 Reduced 11.54%
$0
$1.62 Billion 0.6% of portfolio
13,627
Q2 2024 Reduced 6.38%
$0
$1.45 Billion 0.54% of portfolio
2,663
Q2 2024 Reduced 7.66%
$0
$1.46 Billion 0.54% of portfolio
12,828
Q2 2024 Reduced 18.04%
$0
$1.4 Billion 0.52% of portfolio
16,619
Q2 2024 Reduced 7.81%
$0
$1.37 Billion 0.51% of portfolio
25,010
Q2 2024 Added 7.97%
$0
$1.35 Billion 0.5% of portfolio
46,671
Q2 2024 Reduced 0.1%
$0
$1.32 Billion 0.49% of portfolio
14,926
Q2 2024 Added 9.03%
$1.93T
$1.29 Billion 0.48% of portfolio
6,664
Q2 2024 Added 4.4%
$0
$1.31 Billion 0.48% of portfolio
2,738
Q2 2024 Reduced 16.24%
$0
$1.26 Billion 0.47% of portfolio
23,169
Q2 2024 Added 13.55%
$0
$1.28 Billion 0.47% of portfolio
36,722
Q2 2024 Reduced 0.26%
$0
$1.12 Billion 0.41% of portfolio
23,572
Q2 2024 Reduced 12.25%
$0
$1.03 Billion 0.38% of portfolio
4,566
Q2 2024 Added 14.75%
$770B
$1.02 Billion 0.38% of portfolio
5,160
Q2 2024 Added 18.89%
$0
$1 Billion 0.37% of portfolio
14,725
Q2 2024 Added 7.15%
$0
$995 Million 0.37% of portfolio
15,833
Q1 2024 Added 0.31%
$0
$962 Million 0.36% of portfolio
15,951
Q2 2024 Reduced 12.12%
$0
$962 Million 0.36% of portfolio
23,403
Q2 2024 Added 16.24%
$0
$949 Million 0.35% of portfolio
7,785
Q2 2024 Added 15.42%
$0
$911 Million 0.34% of portfolio
91,763
Q2 2024 New
$0
$802 Million 0.3% of portfolio
13,702
Q2 2024 Reduced 12.87%
$0
$792 Million 0.29% of portfolio
20,852
Q2 2024 Added 1.64%
$0
$751 Million 0.28% of portfolio
11,080
Q2 2024 Reduced 58.38%
$0
$653 Million 0.24% of portfolio
6,732
Q2 2024 Added 6.55%
$0
$621 Million 0.23% of portfolio
6,922
Q2 2024 Added 14.81%
$0
$608 Million 0.22% of portfolio
8,441
Q2 2024 Reduced 33.4%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $271 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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