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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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