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
$289B
$222 Million 0.06% of portfolio
933
Q2 2025 Reduced 1.37%
$0
$231 Million 0.06% of portfolio
4,699
Q2 2025 Added 3.14%
-
$252 Million 0.06% of portfolio
-
Q2 2025 Added 8.72%
$276B
$206 Million 0.05% of portfolio
1,133
Q2 2025 New
Proshares Tr
-
$218 Million 0.05% of portfolio
-
Q2 2025 New
$0
$216 Million 0.05% of portfolio
4,992
Q2 2025 Added 1.34%
$0
$212 Million 0.05% of portfolio
1,561
Q2 2025 New
$0
$210 Million 0.05% of portfolio
2,528
Q2 2025 Reduced 9.23%
$0
$71.3 Million 0.02% of portfolio
11,230
Q2 2025 Added 10.31%

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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