13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001973849
Total reported value
$598.8M
$598.8M
120 檔
24.4%
According to the latest 13F quarterly dataset, Whitaker-Myers Wealth Managers, LTD. managed an equity portfolio of $598.8M at the end of Q4 2024, spanning 120 distinct U.S. exchange-listed positions.
In Q4 2024, Whitaker-Myers Wealth Managers, LTD. displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 15.08% | -0.34% | +6.57% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.52% | +0.62% | +33.47% | |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 8.00% | -0.20% | +12.01% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.49% | -0.48% | +238.58% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.48% | -0.02% | +4.09% | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.48% | +0.24% | +13.38% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.98% | +0.12% | +8.73% | |
| 8 | ISRA | Vaneck Israel ETF | ETF-Other | 3.45% | -0.06% | +10.96% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.38% | +0.01% | +282.49% | |
| 10 | EPI | Wisdomtree India Earnings | ETF-Other | 3.22% | -0.04% | +15.89% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.06% | -0.05% | +383.79% | |
| 12 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 3.05% | -0.07% | +8.70% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.71% | -0.16% | +278.93% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | -0.03% | -8.84% | |
| 15 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.98% | — | -26.17% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.90% | -0.17% | +20.74% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | — | +1168.14% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.33% | -0.01% | +14.65% | |
| 19 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.14% | -0.04% | -3.69% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.06% | -0.05% | +9.14% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | -0.03% | +6.71% | |
| 22 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.68% | — | +68.57% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 0.60% | -0.06% | -3.82% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.06% | +4.21% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.03% | -0.94% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.53% | -0.03% | +2.86% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.48% | — | -15.52% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.13% | +8.95% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.44% | -0.06% | -0.16% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | -0.07% | +2.70% | |
| 31 | FTCS | First Trust Capital Strength | ETF-Other | 0.41% | -0.04% | -2.11% | |
| 32 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.39% | -0.03% | -2.29% | |
| 33 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.39% | -0.04% | +1.21% | |
| 34 | RPM | Rpm International Inc | Stock-Materials | 0.37% | -0.01% | -0.18% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.34% | -0.01% | -29.32% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.34% | — | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | -0.01% | -6.53% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.31% | -0.01% | +198.00% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | +0.01% | +85.04% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.29% | +0.01% | -30.13% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.06% | EXIT | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | — | +7.88% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | +0.11% | +6.24% | |
| 44 | BIBL | Inspire 100 ETF | ETF-Other | 0.25% | +0.01% | +2.94% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.24% | -0.23% | -31.93% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.48% | -29.91% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.04% | NEW | |
| 48 | XLI | Ss Industrial Select Sector | ETF-Other | 0.23% | -0.22% | -31.53% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.23% | -0.02% | +1.66% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | — | +2.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +2.4% | +282.49% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | +1168.14% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +1.6% | +33.47% | Add |
| 4 | SCHG | Schwab US Large-cap Growth | +0.4% | +383.79% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.3% | NEW | New buy |
| 6 | ISRA | Vaneck Israel ETF | +0.3% | +10.96% | Add |
| 7 | SCHV | Schwab US Large-cap Value | +0.2% | +278.93% | Add |
| 8 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +13.38% | Add |
| 9 | PSLV | Sprott Physical Silver Trust | +0.2% | +68.57% | Add |
| 10 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 11 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 12 | TSLA | Tesla Inc | +0.2% | +4.21% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 14 | SHOP | Shopify Inc - Class A | +0.1% | NEW | New buy |
| 15 | WMT | Walmart Inc | +0.1% | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 17 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +8.73% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 20 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 21 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 22 | AAPL | Apple Inc | +0.1% | +14.65% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.1% | NEW | New buy |
| 24 | AMZN | Amazon.com Inc | +0.1% | +8.95% | Add |
| 25 | NVDA | Nvidia CORP | 0% | +6.71% | Add |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | -0.1% | +20.74% | Add |
| 27 | CDNS | Cadence Design Sys Inc | -0.1% | EXIT | Sold out |
| 28 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | EXIT | Sold out |
| 29 | KLAC | Kla CORP | -0.1% | EXIT | Sold out |
| 30 | TDG | Transdigm Group Inc | -0.1% | EXIT | Sold out |
| 31 | GWW | Ww Grainger Inc | -0.1% | EXIT | Sold out |
| 32 | AXP | American Express Co | -0.1% | EXIT | Sold out |
| 33 | XMVM | Invesco S&p Midcap Value Wit | -0.2% | +8.70% | Add |
| 34 | CAT | Caterpillar Inc | -0.2% | EXIT | Sold out |
| 35 | ORCL | Oracle CORP | -0.2% | EXIT | Sold out |
| 36 | ISRG | Intuitive Surgical Inc | -0.2% | EXIT | Sold out |
| 37 | XLI | Ss Industrial Select Sector | -0.2% | -31.53% | Trim |
| 38 | IJK | Ishares S&p Mid-cap 400 Grow | -0.2% | -30.13% | Trim |
| 39 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.2% | -29.32% | Trim |
| 41 | XLRE | Ss Real Estate Select Sector | -0.2% | EXIT | Sold out |
| 42 | VXUS | Vanguard Total Intl Stock | -0.3% | -66.08% | Trim |
| 43 | DBEF | Xtrackers Msci Eafe Hedged E | -0.3% | +12.01% | Add |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +238.58% | Add |
| 45 | EPI | Wisdomtree India Earnings | -0.3% | +15.89% | Add |
| 46 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -60.26% | Trim |
| 47 | VBR | Vanguard Small-cap Value ETF | -0.5% | +4.09% | Add |
| 48 | VOO | Vanguard S&p 500 ETF | -0.5% | -8.84% | Trim |
| 49 | PHYS | Sprott Physical Gold Trust | -1.1% | -26.17% | Trim |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -1.8% | +6.57% | Add |
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 120 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MOAT, QQQM, DBEF) accounted for 24.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
VNQ
市值: $1.2M
Top Position Liquidated / Trimmed
XLRE
前期市值: $650.7K
During Q4 2024, Whitaker-Myers Wealth Managers, LTD.'s top holdings by market value included MOAT (15.1%)、QQQM (8.5%)、DBEF (8.0%). The largest single position, MOAT, represented 15.1% of total portfolio value.
In Q4 2024, Whitaker-Myers Wealth Managers, LTD. made 50 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 7 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.