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CIK: 0001973849
Total reported value
$598.8M
$598.8M
113 檔
25.3%
In Q1 2025, Whitaker-Myers Wealth Managers, LTD.'s U.S. equity holdings reached a combined market value of $598.8M, distributed across 113 disclosed stock positions.
In Q1 2025, Whitaker-Myers Wealth Managers, LTD. displayed an active expansion posture, initiating 17 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 15.27% | -0.34% | +10.95% | |
| 2 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 8.77% | -0.20% | +9.04% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.05% | -0.48% | +10.32% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.93% | +0.62% | -7.87% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.44% | -0.02% | +9.66% | |
| 6 | PHYS | Sprott Physical Gold Trust | Stock-Other | 4.22% | — | +85.72% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.03% | +0.24% | +4.20% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.85% | +0.12% | +8.35% | |
| 9 | EPI | Wisdomtree India Earnings | ETF-Other | 3.55% | -0.04% | +18.71% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.53% | +0.01% | +7.85% | |
| 11 | ISRA | Vaneck Israel ETF | ETF-Other | 3.47% | -0.06% | +7.76% | |
| 12 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 3.09% | -0.07% | +10.39% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.81% | -0.16% | +5.56% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.75% | -0.05% | +4.07% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.31% | -0.03% | +10.24% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.97% | -0.17% | +6.73% | |
| 17 | PSLV | Sprott Physical Silver Trust | Stock-Other | 1.46% | — | +84.90% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.16% | -0.01% | +1.80% | |
| 19 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.07% | -0.04% | +0.45% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.02% | -0.05% | +3.30% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | -0.03% | +13.18% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-Other | 0.59% | -0.06% | -1.09% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | — | -71.39% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.44% | -0.07% | +9.81% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-Other | 0.43% | -0.06% | +2.55% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.11% | +64.24% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.41% | -0.03% | -15.00% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.03% | -11.03% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | — | -6.67% | |
| 30 | PTIN | Pacer Trendpilot Intl ETF | ETF-Other | 0.39% | -0.04% | -0.77% | |
| 31 | FTCS | First Trust Capital Strength | ETF-Other | 0.38% | -0.04% | -5.22% | |
| 32 | BTCW | Wisdomtree Bitcoin Fund | ETF-Crypto | 0.37% | -0.09% | +548.24% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.37% | -0.01% | +18.01% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | -0.13% | -4.18% | |
| 35 | PTMC | Pacer Trendpilot US Mid Cap | ETF-Other | 0.35% | -0.03% | -1.77% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | -0.01% | +17.40% | |
| 37 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.34% | — | — | |
| 38 | RPM | Rpm International Inc | Stock-Materials | 0.32% | -0.01% | -1.99% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.32% | +0.01% | +23.70% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.06% | EXIT | |
| 41 | XLF | Ss Financial Select Sector | ETF-Other | 0.29% | -0.23% | +20.56% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.29% | -0.01% | +0.86% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | — | +68.27% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | +0.48% | +30.45% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | +0.01% | -2.84% | |
| 46 | PGR | Progressive CORP | Stock-Financials | 0.24% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.01% | +28.91% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.20% | -0.02% | +2.41% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.20% | -0.06% | -40.14% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.04% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | +2.2% | +85.72% | Add |
| 2 | PSLV | Sprott Physical Silver Trust | +0.8% | +84.90% | Add |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | +0.8% | +9.04% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +10.32% | Add |
| 5 | ICF | Ishares Select U.s. Reit ETF | +0.3% | NEW | New buy |
| 6 | EPI | Wisdomtree India Earnings | +0.3% | +18.71% | Add |
| 7 | BTCW | Wisdomtree Bitcoin Fund | +0.3% | +548.24% | Add |
| 8 | PGR | Progressive CORP | +0.2% | NEW | New buy |
| 9 | MOAT | Vaneck Morningstar Wide Moat | +0.2% | +10.95% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +64.24% | Add |
| 11 | JPST | Jpmorgan Ultra-short Income | +0.2% | +7.85% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 13 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 14 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 15 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | NEW | New buy |
| 16 | AXP | American Express Co | +0.1% | NEW | New buy |
| 17 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 18 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 19 | GRMN | Garmin Ltd. | +0.1% | NEW | New buy |
| 20 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 21 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 23 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 24 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 25 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 26 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | New buy |
| 27 | SCHV | Schwab US Large-cap Value | +0.1% | +5.56% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | +68.27% | Add |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +6.73% | Add |
| 30 | XMVM | Invesco S&p Midcap Value Wit | 0% | +10.39% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +10.24% | Add |
| 32 | ISRA | Vaneck Israel ETF | 0% | +7.76% | Add |
| 33 | VBR | Vanguard Small-cap Value ETF | 0% | +9.66% | Add |
| 34 | BAC | Bank Of America CORP | -0.1% | EXIT | Sold out |
| 35 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | EXIT | Sold out |
| 36 | TPLC | Timothy Pln US Lrg/mid Cap | -0.1% | EXIT | Sold out |
| 37 | SHOP | Shopify Inc - Class A | -0.1% | EXIT | Sold out |
| 38 | WMT | Walmart Inc | -0.1% | EXIT | Sold out |
| 39 | MSFT | Microsoft CORP | -0.1% | -11.03% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 41 | AVGO | Broadcom Inc | -0.2% | EXIT | Sold out |
| 42 | UBER | Uber Technologies Inc | -0.2% | EXIT | Sold out |
| 43 | AAPL | Apple Inc | -0.2% | +1.80% | Add |
| 44 | XLI | Ss Industrial Select Sector | -0.2% | EXIT | Sold out |
| 45 | SCHG | Schwab US Large-cap Growth | -0.3% | +4.07% | Add |
| 46 | TSLA | Tesla Inc | -0.3% | -40.14% | Trim |
| 47 | VNQ | Vanguard Real Estate ETF | -0.3% | EXIT | Sold out |
| 48 | VBK | Vanguard Small-cap Grwth ETF | -0.5% | +4.20% | Add |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -71.39% | Trim |
| 50 | QQQM | Invesco Nasdaq 100 ETF | -1.6% | -7.87% | Trim |
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 113 disclosed positions in Q1 2025.
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, DBEF, SCHD) accounted for 25.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
ICF
市值: $1.2M
Top Position Liquidated / Trimmed
VNQ
前期市值: $1.2M
During Q1 2025, Whitaker-Myers Wealth Managers, LTD.'s top holdings by market value included MOAT (15.3%)、DBEF (8.8%)、SCHD (7.0%). The largest single position, MOAT, represented 15.3% of total portfolio value.
In Q1 2025, Whitaker-Myers Wealth Managers, LTD. made 50 total portfolio adjustments, initiating 17 new buys, adding to 19 positions, trimming 4 holdings, and fully liquidating 10 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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