Whitaker Myers Wealth Managers, Ltd. Portfolio Holdings

Whitaker Myers Wealth Managers, Ltd.

  • $301 Billion
  • Q3 2024

Whitaker Myers Wealth Managers, Ltd. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 106 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 $50.7B, Xtrackers Msci Eafe Hedged Equ with a value of $24.9B, Invesco Exchange Traded Fd Tr with a value of $20.9B, Schwab Strategic Tr Us Dividen with a value of $20.3B, and Vanguard Small Cap Value ETF with a value of $14.9B.

Examining the 13F form we can see an increase of $29.9B in the current position value, from $271B to 301B.

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 $301 Billion
ETFs: $265 Billion
Financial Services: $12.5 Billion
Technology: $12.4 Billion
Consumer Cyclical: $2.71 Billion
Industrials: $2.14 Billion
Communication Services: $2.07 Billion
Basic Materials: $1.69 Billion
Healthcare: $1.15 Billion
Other: $1.31 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.4B
$1.23 Billion 0.41% of portfolio
10,194
Q3 2024 New
$68.6B
$694 Million 0.23% of portfolio
15,195
Q3 2024 Added 57.72%
$123B
$616 Million 0.2% of portfolio
1,604
Q3 2024 Reduced 6.47%
$190B
$474 Million 0.16% of portfolio
965
Q3 2024 Added 5.58%
$40.8B
$459 Million 0.15% of portfolio
3,056
Q2 2024 New
$73.3B
$404 Million 0.13% of portfolio
283
Q3 2024 Added 26.91%
$60.8B
$396 Million 0.13% of portfolio
381
Q3 2024 Added 12.39%
$42.9B
$385 Million 0.13% of portfolio
964
Q3 2024 New
$133B
$373 Million 0.12% of portfolio
802
Q3 2024 New
$97.4B
$352 Million 0.12% of portfolio
455
Q3 2024 Added 7.57%
$82.6B
$341 Million 0.11% of portfolio
1,260
Q3 2024 Added 9.19%
$117B
$322 Million 0.11% of portfolio
943
Q3 2024 New
$174B
$307 Million 0.1% of portfolio
954
Q3 2024 New
$70.9B
$294 Million 0.1% of portfolio
1,049
Q3 2024 New
$164B
$316 Million 0.1% of portfolio
611
Q3 2024 New
$40.8B
$306 Million 0.1% of portfolio
1,740
Q3 2024 New
$41.4B
$257 Million 0.09% of portfolio
2,615
Q3 2024 New
$75.2B
$242 Million 0.08% of portfolio
2,213
Q3 2024 New
$77.2B
$251 Million 0.08% of portfolio
2,417
Q3 2024 New
$27.1B
$255 Million 0.08% of portfolio
1,564
Q3 2024 New
$28B
$233 Million 0.08% of portfolio
1,363
Q3 2024 New
$79.5B
$219 Million 0.07% of portfolio
1,220
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $301 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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