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CIK: 0001973849
Total reported value
$598.8M
$598.8M
99 檔
20.3%
According to the latest 13F quarterly dataset, Whitaker-Myers Wealth Managers, LTD. managed an equity portfolio of $598.8M at the end of Q2 2024, spanning 99 distinct U.S. exchange-listed positions.
During Q2 2024, Whitaker-Myers Wealth Managers, LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 16.37% | -0.34% | +5.01% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 8.65% | -0.20% | +20.55% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.51% | +0.62% | +14.63% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.62% | -0.48% | +1.09% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.78% | -0.02% | +12.89% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.14% | +0.24% | +25.71% | |
| 7 | EPI | Wisdomtree India Earnings | ETF-Other | 3.95% | -0.04% | +23.17% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.73% | +0.12% | +28.25% | |
| 9 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 3.16% | -0.07% | +8.53% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.03% | -0.03% | +3.52% | |
| 11 | ISRA | Vaneck Israel ETF | ETF-Other | 2.99% | -0.06% | +16.16% | |
| 12 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.65% | — | +6.68% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.53% | -0.05% | +497.59% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.19% | -0.16% | +1010.05% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.80% | -0.17% | +127.09% | |
| 16 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.34% | -0.04% | -0.71% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.20% | -0.01% | +9.11% | |
| 18 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.05% | -0.05% | +77.29% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.03% | +1029.19% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.92% | +0.01% | +4.75% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-Other | 0.73% | -0.06% | -2.77% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.71% | +0.04% | NEW | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | -0.03% | +4.19% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | — | -11.54% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | -0.03% | -6.38% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | -0.01% | -18.04% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | -7.66% | |
| 28 | FTCS | First Trust Capital Strength | ETF-Other | 0.52% | -0.04% | -7.81% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.51% | -0.06% | +7.97% | |
| 30 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.50% | -0.04% | -0.10% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.49% | +0.01% | +9.03% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | -0.01% | -16.24% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | -0.13% | +4.40% | |
| 34 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.47% | -0.03% | -0.26% | |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.47% | -0.07% | +13.55% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | +0.01% | -12.25% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.48% | +14.75% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.06% | +18.89% | |
| 39 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.37% | — | +7.15% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.37% | -0.01% | — | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | -0.23% | +16.24% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.36% | — | -12.12% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-Other | 0.35% | -0.22% | +15.42% | |
| 44 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.34% | — | — | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.30% | — | -12.87% | |
| 46 | BIBL | Inspire 100 ETF | ETF-Other | 0.29% | +0.01% | +1.64% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.28% | +0.01% | -58.38% | |
| 48 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.24% | -0.02% | +6.55% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.23% | -0.02% | +14.81% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | — | -33.40% |
According to official SEC Form 13F filings, Whitaker-Myers Wealth Managers, LTD. reported a total U.S. public equity portfolio value of $598.8M across 99 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MOAT, DBEF, QQQM) accounted for 20.3% of total reported equity market value during Q2 2024.
During Q2 2024, Whitaker-Myers Wealth Managers, LTD.'s top holdings by market value included MOAT (16.4%)、DBEF (8.7%)、QQQM (8.5%). The largest single position, MOAT, represented 16.4% of total portfolio value.
In Q2 2024, Whitaker-Myers Wealth Managers, LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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