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
-0.16%
-1.70%
12,860.7
 
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF
722,327
31,276.8
+9.04%
8.770
+0.73%
0.400
+3.04%
+9.81%
8,130.2
 
SCHD 		Schwab US Dividend Equity ETF
899,104
25,138.9
+10.32%
7.050
+0.66%
0.040
-4.60%
-1.98%
69,049.1
 
QQQM 		Invesco NASDAQ 100 ETF
127,989
24,704.4
-7.87%
6.930
-0.67%
0.060
+8.68%
+3.83%
48,643.1
 
VBR 		Vanguard Small Cap Value ETF
84,954
15,826.1
+9.66%
4.440
+0.39%
0.050
+1.67%
-2.62%
27,711.4
 
PHYS 		Sprott Physical Gold Trust
625,352
15,046.0
+85.72%
4.220
+1.95%
0.150
+11.56%
+25.52%
22,563.5
Asset Management
VBK 		Vanguard Small Cap Growth ETF
57,119
14,380.8
+4.20%
4.030
+0.16%
0.070
+4.65%
-2.87%
17,459.0
 
IWP 		iShares Russell Mid-Cap Growth ETF
116,775
13,719.9
+8.35%
3.850
+0.30%
0.080
+12.87%
+7.22%
18,867.9
 
EPI 		WisdomTree India Earnings Fund
289,676
12,661.8
+18.71%
3.550
+0.56%
0.420
+12.81%
+3.14%
3,343.0
 
JPST 		JPMorgan Ultra-Short Income ETF
248,405
12,576.7
+7.85%
3.530
+0.26%
0.040
+1.05%
+2.06%
31,006.6
 

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 Trust2025-03-31Add
+1.95%
●
20.27 ($22.17) 24.06
$25.28
14.03%
Add 85.72%
625,352
288,642
MOAT 		VanEck Morningstar Wide Moat ETF2025-03-31Add
+1.51%
●
87.69 ($92.02) 96.49
$91.15
-0.95%
Add 10.95%
618,823
61,087
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-1.30%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Reduce -71.39%
3,040
-7,587
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF2025-03-31Add
+0.73%
●
41.61 ($43.53) 44.72
$45.46
4.43%
Add 9.04%
722,327
59,915
QQQM 		Invesco NASDAQ 100 ETF2025-03-31Reduce
-0.67%
●
192.82 ($209.18) 222.1
$218.16
4.29%
Reduce -7.87%
127,989
-10,933
PSLV 		Sprott Physical Silver Trust2025-03-31Add
+0.67%
●
9.86 ($10.8) 11.68
$12.03
11.39%
Add 84.9%
450,074
206,661
SCHD 		Schwab US Dividend Equity ETF2025-03-31Add
+0.66%
●
27.01 ($27.88) 28.54
$26.54
-4.81%
Add 10.32%
899,104
84,078
EPI 		WisdomTree India Earnings Fund2025-03-31Add
+0.56%
●
40.08 ($42.88) 45.84
$46.69
8.89%
Add 18.71%
289,676
45,664
VBR 		Vanguard Small Cap Value ETF2025-03-31Add
+0.39%
●
182.99 ($197.54) 207.75
$191.73
-2.94%
Add 9.66%
84,954
7,486
ICF 		iShares Cohen & Steers REIT ETF2025-03-31New Buy
+0.34%
●
57.98 ($61.16) 63.8
$61.84
1.11%
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

  • 1

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

Size field:

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

Whitaker-Myers Wealth Managers, LTD. News

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