Whitaker-Myers Wealth Managers, LTD. Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$356.5M
Holdings
113
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (113 positions)
| Stock | Value |
|---|---|
MOATVANECK ETF TRUST | $54.5M |
DBEFDBX ETF TR | $31.3M |
SCHDSCHWAB STRATEGIC TR | $25.1M |
QQQMINVESCO EXCH TRADED FD TR II | $24.7M |
VBRVANGUARD INDEX FDS | $15.8M |
PHYS/USPROTT PHYSICAL GOLD TR | $15.0M |
VBKVANGUARD INDEX FDS | $14.4M |
IWPISHARES TR | $13.7M |
EPIWISDOMTREE TR | $12.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $12.6M |
ISRAVANECK ETF TRUST | $12.4M |
XMVMINVESCO EXCHANGE TRADED FD T | $11.0M |
SCHVSCHWAB STRATEGIC TR | $10.0M |
SCHGSCHWAB STRATEGIC TR | $9.8M |
VOOVANGUARD INDEX FDS | $8.2M |
VSSVANGUARD INTL EQUITY INDEX F | $7.0M |
PSLV/USPROTT PHYSICAL SILVER TR | $5.2M |
AAPLAPPLE INC | $4.1M |
PTLCPACER FDS TR | $3.8M |
IWSISHARES TR | $3.6M |
NVDANVIDIA CORPORATION | $2.7M |
FVDFIRST TR VALUE LINE DIVID IN | $2.1M |
SPYSPDR S&P 500 ETF TR | $1.7M |
COWZPACER FDS TR | $1.6M |
RDVYFIRST TR EXCHANGE TRADED FD | $1.5M |
JPMJPMORGAN CHASE & CO. | $1.5M |
ITOTISHARES TR | $1.5M |
MSFTMICROSOFT CORP | $1.4M |
VUGVANGUARD INDEX FDS | $1.4M |
PTINPACER FDS TR | $1.4M |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.4M |
BTCWWISDOMTREE BITCOIN FD | $1.3M |
IJJISHARES TR | $1.3M |
AMZNAMAZON COM INC | $1.3M |
PTMCPACER FDS TR | $1.2M |
NDQINVESCO QQQ TR | $1.2M |
ICFISHARES TR | $1.2M |
RPMRPM INTL INC | $1.2M |
IJKISHARES TR | $1.1M |
METAMETA PLATFORMS INC | $1.0M |
XLFSELECT SECTOR SPDR TR | $1.0M |
SCHBSCHWAB STRATEGIC TR | $1.0M |
NFLXNETFLIX INC | $945K |
XLKSELECT SECTOR SPDR TR | $938K |
SCHASCHWAB STRATEGIC TR | $919K |
PGRPROGRESSIVE CORP | $870K |
GOOGALPHABET INC | $757K |
AVUVAMERICAN CENTY ETF TR | $725K |
TSLATESLA INC | $702K |
VTIVANGUARD INDEX FDS | $673K |
DIVIFRANKLIN TEMPLETON ETF TR | $656K |
WMBWILLIAMS COS INC | $653K |
COSTCOSTCO WHSL CORP NEW | $635K |
XMHQINVESCO EXCHANGE TRADED FD T | $628K |
IJHISHARES TR | $624K |
AXONAXON ENTERPRISE INC | $548K |
BIBLNORTHERN LTS FD TR IV | $546K |
IMCGISHARES TR | $546K |
ORCLORACLE CORP | $515K |
ANETARISTA NETWORKS INC | $510K |
SPGIS&P GLOBAL INC | $494K |
GRNYTIDAL ETF TR | $484K |
BNDVANGUARD BD INDEX FDS | $477K |
XMLVINVESCO EXCH TRADED FD TR II | $476K |
AXPAMERICAN EXPRESS CO | $476K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $475K |
PANWPALO ALTO NETWORKS INC | $470K |
CATCATERPILLAR INC | $468K |
CRWDCROWDSTRIKE HLDGS INC | $467K |
PLTRPALANTIR TECHNOLOGIES INC | $460K |
OUNZVANECK MERK GOLD ETF | $460K |
QCOMQUALCOMM INC | $455K |
GRMNGARMIN LTD | $451K |
ACNACCENTURE PLC IRELAND | $447K |
AMDADVANCED MICRO DEVICES INC | $442K |
ABTABBOTT LABS | $439K |
CALFPACER FDS TR | $437K |
GSGOLDMAN SACHS GROUP INC | $423K |
EMREMERSON ELEC CO | $419K |
CDNSCADENCE DESIGN SYSTEM INC | $403K |
TPSCTIMOTHY PLAN | $402K |
NUENUCOR CORP | $396K |
GEVGE VERNOVA INC | $386K |
BKBANK NEW YORK MELLON CORP | $378K |
PWRQUANTA SVCS INC | $376K |
GOOGLALPHABET INC | $374K |
GQ9SPDR GOLD TR | $341K |
PTLNORTHERN LTS FD TR IV | $336K |
ETNEATON CORP PLC | $319K |
BLESNORTHERN LTS FD TR IV | $302K |
TPHDTIMOTHY PLAN | $301K |
SLVISHARES SILVER TR | $300K |
VXUSVANGUARD STAR FDS | $299K |
WWJDNORTHERN LTS FD TR IV | $299K |
DBAWDBX ETF TR | $297K |
VVISA INC | $292K |
HAWXISHARES TR | $274K |
FISVFISERV INC | $269K |
APHAMPHENOL CORP NEW | $265K |
ISMDNORTHERN LTS FD TR IV | $263K |
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