Whitaker Myers Wealth Managers, Ltd. Portfolio Holdings

Whitaker Myers Wealth Managers, Ltd.

  • $397 Billion
  • Q2 2025

Whitaker Myers Wealth Managers, Ltd. has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $397 Billion distributed in 109 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 $61.8B, Xtrackers Msci Eafe Hedged Equ with a value of $35.1B, Invesco Exchange Traded Fd Tr with a value of $31.2B, Schwab Strategic Tr Us Dividen with a value of $25.2B, and Vanguard Small Cap Value ETF with a value of $18.2B.

Examining the 13F form we can see an increase of $40.4B in the current position value, from $357B to 397B.

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 $397 Billion
ETFs: $354 Billion
Technology: $16.1 Billion
Financial Services: $7.48 Billion
Industrials: $4.63 Billion
Communication Services: $3.12 Billion
Consumer Cyclical: $2.62 Billion
Basic Materials: $1.52 Billion
Consumer Defensive: $967 Million
Other: $1.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$573B
$737 Million 0.19% of portfolio
550
Q2 2025 Reduced 45.71%
$110B
$749 Million 0.19% of portfolio
1,471
Q2 2025 Added 11.02%
$435B
$760 Million 0.19% of portfolio
768
Q2 2025 Added 14.46%
$636B
$764 Million 0.19% of portfolio
3,493
Q2 2025 Reduced 5.24%
$223B
$696 Million 0.18% of portfolio
4,902
Q2 2025 Added 13.97%
$79B
$732 Million 0.18% of portfolio
7,819
Q2 2025 New
$0
$661 Million 0.17% of portfolio
2,174
Q2 2025 Reduced 11.23%
$238B
$661 Million 0.17% of portfolio
934
Q2 2025 Added 20.52%
$281B
$692 Million 0.17% of portfolio
5,073
Q2 2025 Reduced 6.92%
$70.5B
$684 Million 0.17% of portfolio
10,892
Q2 2025 Reduced 0.25%
$237B
$689 Million 0.17% of portfolio
2,159
Q2 2025 Added 22.05%
$0
$690 Million 0.17% of portfolio
7,028
Q2 2025 Added 2.43%
$61.7B
$658 Million 0.17% of portfolio
3,217
Q2 2025 Added 16.77%
$187B
$620 Million 0.16% of portfolio
1,141
Q2 2025 New
$82.7B
$626 Million 0.16% of portfolio
4,696
Q2 2025 Added 22.84%
Ge Vernova Inc
-
$639 Million 0.16% of portfolio
-
Q2 2025 Reduced 4.66%
$172B
$578 Million 0.15% of portfolio
1,096
Q2 2025 Added 12.76%
$143B
$576 Million 0.15% of portfolio
1,614
Q2 2025 Added 37.36%
$0
$578 Million 0.15% of portfolio
7,201
Q2 2025 Reduced 5.78%
$0
$554 Million 0.14% of portfolio
8,937
Q2 2025 Reduced 16.44%
$131B
$559 Million 0.14% of portfolio
624
Q2 2025 New
$3.88B
$550 Million 0.14% of portfolio
1,361
Q2 2025 New
$88.6B
$561 Million 0.14% of portfolio
1,820
Q2 2025 Added 14.97%
$75.2B
$554 Million 0.14% of portfolio
6,082
Q2 2025 Added 34.86%
$0
$565 Million 0.14% of portfolio
13,662
Q2 2025 Reduced 3.89%
$1.17B
$474 Million 0.12% of portfolio
14,874
Q2 2025 Reduced 2.47%
$0
$493 Million 0.12% of portfolio
13,934
Q2 2025 Added 70.22%
$0
$479 Million 0.12% of portfolio
7,775
Q2 2025 Added 0.8%
$0
$465 Million 0.12% of portfolio
11,679
Q2 2025 Added 0.32%
$35.9B
$428 Million 0.11% of portfolio
3,307
Q2 2025 Added 0.61%
$0
$449 Million 0.11% of portfolio
12,726
Q2 2025 New
$0
$450 Million 0.11% of portfolio
6,115
Q2 2025 Reduced 5.91%
$0
$415 Million 0.1% of portfolio
10,742
Q2 2025 Reduced 1.0%
$1.07T
$402 Million 0.1% of portfolio
2,281
Q2 2025 Reduced 5.67%
$0
$411 Million 0.1% of portfolio
47,337
Q2 2025 New
Northern Lts Fd Tr Iv
-
$384 Million 0.1% of portfolio
-
Q2 2025 Added 2.51%
$0
$339 Million 0.09% of portfolio
15,429
Q2 2025 Added 47.24%
$58.4B
$375 Million 0.09% of portfolio
3,795
Q2 2025 Reduced 6.16%
$0
$313 Million 0.08% of portfolio
7,709
Q2 2025 Reduced 3.83%
$0
$315 Million 0.08% of portfolio
8,613
Q2 2025 Added 2.65%
$0
$307 Million 0.08% of portfolio
4,443
Q2 2025 Reduced 7.82%
$0
$321 Million 0.08% of portfolio
9,353
Q2 2025 Reduced 3.84%
$17.3B
$267 Million 0.07% of portfolio
8,137
Q2 2025 Reduced 16.08%
$0
$293 Million 0.07% of portfolio
11,545
Q2 2025 Reduced 98.15%
$0
$297 Million 0.07% of portfolio
7,846
Q2 2025 Reduced 1.93%
$0
$259 Million 0.07% of portfolio
7,296
Q2 2025 Reduced 5.27%
$0
$273 Million 0.07% of portfolio
1,546
Q2 2025 Added 7.51%
$585B
$223 Million 0.06% of portfolio
628
Q2 2025 Reduced 24.79%
$0
$241 Million 0.06% of portfolio
2,881
Q2 2025 Reduced 0.52%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $397 Billion
  • Prior Value $357 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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