WM

Whitaker-Myers Wealth Managers, LTD.

13F
Whitaker-Myers Wealth Managers, LTD.
Last update 2025-04-14 113 Stocks (28 new)
Value $357.00 Mil Turnover 13 %
Countries:
Top Holdings: MOAT(15.27%)DBEF(8.77%)SCHD(7.05%)QQQM(6.93%)VBR(4.44%)
Summary Stock Picks Current Portfolio
Whitaker-Myers Wealth Managers... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MOAT
VanEck Morningstar Wide Moat ETF
618,823
54,456.4
+10.95%
15.270
+1.51%
0.410
+4.16%
+0.37%
14,048.6
 
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
722,327
31,276.8
+9.04%
8.770
+0.73%
0.400
+1.82%
+8.53%
7,749.4
 
SCHD
Schwab US Dividend Equity ETF
899,104
25,138.9
+10.32%
7.050
+0.66%
0.040
-4.14%
-1.57%
69,136.5
 
QQQM
Invesco NASDAQ 100 ETF
127,989
24,704.4
-7.87%
6.930
-0.67%
0.060
+12.90%
+7.15%
51,773.7
 
VBR
Vanguard Small Cap Value ETF
84,954
15,826.1
+9.66%
4.440
+0.39%
0.050
+2.86%
-0.81%
27,978.7
 
PHYS
Sprott Physical Gold Trust
625,352
15,046.0
+85.72%
4.220
+1.95%
0.150
+9.27%
+26.46%
22,737.4
Asset Management
VBK
Vanguard Small Cap Growth ETF
57,119
14,380.8
+4.20%
4.030
+0.16%
0.070
+5.89%
-1.38%
17,343.6
 
IWP
iShares Russell Mid-Cap Growth ETF
116,775
13,719.9
+8.35%
3.850
+0.30%
0.080
+13.29%
+9.16%
19,265.8
 
EPI
WisdomTree India Earnings Fund
289,676
12,661.8
+18.71%
3.550
+0.56%
0.420
+8.46%
+4.53%
3,388.1
 
JPST
JPMorgan Ultra-Short Income ETF
248,405
12,576.7
+7.85%
3.530
+0.26%
0.040
+1.27%
+2.44%
31,845.0
 

Whitaker-Myers Wealth Managers, LTD.'s Historical Top Holdings Breakdowns

Whitaker-Myers Wealth Managers, LTD.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PHYS
Sprott Physical Gold Trust
2025-03-31
Add
Add
+1.95%
●
20.27 ($22.17) 24.06
$25.47
14.88%
Add 85.72%
625,352
288,642
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Add
Add
+1.51%
●
87.69 ($92.02) 96.49
$93.07
1.14%
Add 10.95%
618,823
61,087
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-1.30%
●
551.42 ($587.78) 612.93
$611.87
4.10%
Reduce -71.39%
3,040
-7,587
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
2025-03-31
Add
Add
+0.73%
●
41.61 ($43.53) 44.72
$43.51
-0.05%
Add 9.04%
722,327
59,915
QQQM
Invesco NASDAQ 100 ETF
2025-03-31
Reduce
Reduce
-0.67%
●
192.82 ($209.18) 222.1
$224.81
7.47%
Reduce -7.87%
127,989
-10,933
PSLV
Sprott Physical Silver Trust
2025-03-31
Add
Add
+0.67%
●
9.86 ($10.8) 11.68
$12.45
15.28%
Add 84.9%
450,074
206,661
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.66%
●
27.01 ($27.88) 28.54
$26.39
-5.34%
Add 10.32%
899,104
84,078
EPI
WisdomTree India Earnings Fund
2025-03-31
Add
Add
+0.56%
●
40.08 ($42.88) 45.84
$47.32
10.35%
Add 18.71%
289,676
45,664
VBR
Vanguard Small Cap Value ETF
2025-03-31
Add
Add
+0.39%
●
182.99 ($197.54) 207.75
$195.29
-1.14%
Add 9.66%
84,954
7,486
ICF
iShares Cohen & Steers REIT ETF
2025-03-31
New Buy
New Buy
+0.34%
●
57.98 ($61.16) 63.8
$60.45
-1.16%
New holding
19,562
19,562

Whitaker-Myers Wealth Managers, LTD. Total Holding History ($B)

To

Whitaker-Myers Wealth Managers, LTD.'s Asset Allocation

To

Whitaker-Myers Wealth Managers, LTD. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Whitaker-Myers Wealth Managers, LTD.'s Hypothetical Growth since 2025-03-31

Whitaker-Myers Wealth Managers, LTD.'s Yearly Returns

Year Portfolio % % Excess Gain %

Whitaker-Myers Wealth Managers, LTD.'s Holdings Heat Map

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Whitaker-Myers Wealth Managers, LTD.'s Holdings Bubble Chart

Whitaker-Myers Wealth Managers, LTD. News

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