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.