The Analysis of Whitaker-Myers Wealth Managers, LTD.'s Holdings

Currently, Whitaker-Myers Wealth Managers, LTD. holds 116 types of securities in its portfolio with a total value $458.6M. In the most recent quarter, they have increased their positions in SPMO (+208.3K shares, valued at $25.2M), IDMO (+378.5K shares, valued at $20.4M), IDLV (+412.0K shares, valued at $13.8M); decreased their positions in MOAT (-247.1K shares, valued at $24.5M), ISRA (-261.7K shares, valued at $14.3M), EPI (-254.7K shares, valued at $11.3M); initiated new positions in SPMO (+208.3K shares, valued at $25.2M), IDMO (+378.5K shares, valued at $20.4M), IDLV (+412.0K shares, valued at $13.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MOAT VANECK ETF TRUST411.4K shares-37.53%2025-09-302025-10-16

QQQM INVESCO EXCH TRADED FD TR II128.3K shares-6.51%2025-09-302025-10-16

DBEF DBX ETF TR667.4K shares-16.72%2025-09-302025-10-16

SCHD SCHWAB STRATEGIC TR1.0M shares6.95%2025-09-302025-10-16

SPMO INVESCO EXCH TRADED FD TR II208.3K sharesnew addition2025-09-302025-10-16

VBK VANGUARD INDEX FDS71.0K shares9.43%2025-09-302025-10-16

VBR VANGUARD INDEX FDS100.8K shares7.73%2025-09-302025-10-16

IDMO INVESCO EXCH TRADED FD TR II378.5K sharesnew addition2025-09-302025-10-16

Sponsored

IWP ISHARES TR135.8K shares5.54%2025-09-302025-10-16

SCHG SCHWAB STRATEGIC TR507.8K shares2.73%2025-09-302025-10-16

SCHV SCHWAB STRATEGIC TR516.8K shares5.89%2025-09-302025-10-16

XMVM INVESCO EXCHANGE TRADED FD T227.8K shares3.56%2025-09-302025-10-16

IDLV INVESCO EXCH TRADED FD TR II412.0K sharesnew addition2025-09-302025-10-16

VBIL VANGUARD INSTL INDEX FD175.4K sharesnew addition2025-09-302025-10-16

VOO VANGUARD INDEX FDS21.4K shares22.87%2025-09-302025-10-16

JPST J P MORGAN EXCHANGE TRADED F216.6K shares-26.22%2025-09-302025-10-16

Sponsored

VSS VANGUARD INTL EQUITY INDEX F60.2K shares-17.28%2025-09-302025-10-16

RECS COLUMBIA ETF TR I140.3K sharesnew addition2025-09-302025-10-16

VEA VANGUARD TAX-MANAGED FDS92.5K sharesnew addition2025-09-302025-10-16

NVDA NVIDIA CORPORATION27.5K shares12.90%2025-09-302025-10-16

IWS ISHARES TR35.9K shares3.83%2025-09-302025-10-16

PTLC PACER FDS TR56.9K shares-12.94%2025-09-302025-10-16

AAPL APPLE INC11.0K shares-31.93%2025-09-302025-10-16

ANET ARISTA NETWORKS INC18.2K shares141.56%2025-09-302025-10-16

Sponsored

META META PLATFORMS INC3.5K shares184.21%2025-09-302025-10-16

GS GOLDMAN SACHS GROUP INC3.1K shares228.80%2025-09-302025-10-16

IJJ ISHARES TR18.6K shares45.72%2025-09-302025-10-16

ISRA VANECK ETF TRUST43.1K shares-85.87%2025-09-302025-10-16

AMD ADVANCED MICRO DEVICES INC14.5K shares195.72%2025-09-302025-10-16

IJK ISHARES TR23.9K shares52.58%2025-09-302025-10-16

XLK SELECT SECTOR SPDR TR8.1K shares46.53%2025-09-302025-10-16

BTCW WISDOMTREE BITCOIN FD18.1K shares15.19%2025-09-302025-10-16

Sponsored

XLF SELECT SECTOR SPDR TR39.6K shares55.34%2025-09-302025-10-16

RDVY FIRST TR EXCHANGE TRADED FD29.4K shares5.85%2025-09-302025-10-16

FVD FIRST TR EXCHANGE-TRADED FD41.0K shares-7.12%2025-09-302025-10-16

COWZ PACER FDS TR32.9K shares7.67%2025-09-302025-10-16

EPI WISDOMTREE TR41.6K shares-85.96%2025-09-302025-10-16

MSFT MICROSOFT CORP3.2K shares-38.49%2025-09-302025-10-16

TSLA TESLA INC3.4K shares-7.45%2025-09-302025-10-16

AMZN AMAZON COM INC6.6K shares0.79%2025-09-302025-10-16

Sponsored

PTIN PACER FDS TR47.6K shares0.89%2025-09-302025-10-16

GRNY TIDAL TRUST I56.7K shares50.09%2025-09-302025-10-16

PTMC PACER FDS TR39.0K shares7.63%2025-09-302025-10-16

JPM JPMORGAN CHASE & CO.4.3K shares-49.29%2025-09-302025-10-16

HOOD ROBINHOOD MKTS INC9.2K shares17.55%2025-09-302025-10-16

SCHB SCHWAB STRATEGIC TR47.3K shares-0.12%2025-09-302025-10-16

ITOT ISHARES TR8.3K shares-14.86%2025-09-302025-10-16

RPM RPM INTL INC10.0K shares0.00%2025-09-302025-10-16

Sponsored

QQQ INVESCO QQQ TR1.9K shares-10.92%2025-09-302025-10-16

FTCS FIRST TR EXCHANGE-TRADED FD12.4K shares-5.37%2025-09-302025-10-16

KTOS KRATOS DEFENSE & SEC SOLUTIO12.5K sharesnew addition2025-09-302025-10-16

LRN STRIDE INC7.1K sharesnew addition2025-09-302025-10-16

ORCL ORACLE CORP3.7K shares6.01%2025-09-302025-10-16

EME EMCOR GROUP INC1.6K sharesnew addition2025-09-302025-10-16

RDDT REDDIT INC4.2K sharesnew addition2025-09-302025-10-16

WMT WALMART INC9.4K sharesnew addition2025-09-302025-10-16

Sponsored

PANW PALO ALTO NETWORKS INC4.6K shares44.02%2025-09-302025-10-16

GE GE AEROSPACE3.1K sharesnew addition2025-09-302025-10-16

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K sharesnew addition2025-09-302025-10-16

STX SEAGATE TECHNOLOGY HLDNGS PL3.9K sharesnew addition2025-09-302025-10-16

AU ANGLOGOLD ASHANTI PLC12.6K sharesnew addition2025-09-302025-10-16

PGR PROGRESSIVE CORP3.6K shares-23.82%2025-09-302025-10-16

COIN COINBASE GLOBAL INC2.6K sharesnew addition2025-09-302025-10-16

BABA ALIBABA GROUP HLDG LTD4.9K sharesnew addition2025-09-302025-10-16

Sponsored

FSLR FIRST SOLAR INC3.9K sharesnew addition2025-09-302025-10-16

AVUV AMERICAN CENTY ETF TR8.7K shares0.96%2025-09-302025-10-16

CCJ CAMECO CORP10.1K sharesnew addition2025-09-302025-10-16

CLS CELESTICA INC3.4K sharesnew addition2025-09-302025-10-16

DIVI FRANKLIN TEMPLETON ETF TR22.1K shares0.40%2025-09-302025-10-16

TT TRANE TECHNOLOGIES PLC1.9K sharesnew addition2025-09-302025-10-16

KR KROGER CO12.2K sharesnew addition2025-09-302025-10-16

JCI JOHNSON CTLS INTL PLC7.4K sharesnew addition2025-09-302025-10-16

Sponsored

SPGI S&P GLOBAL INC1.7K shares52.74%2025-09-302025-10-16

SCHA SCHWAB STRATEGIC TR29.0K shares-17.20%2025-09-302025-10-16

CRS CARPENTER TECHNOLOGY CORP3.2K sharesnew addition2025-09-302025-10-16

J JACOBS SOLUTIONS INC5.2K sharesnew addition2025-09-302025-10-16

VST VISTRA CORP4.0K sharesnew addition2025-09-302025-10-16

DE DEERE & CO1.6K sharesnew addition2025-09-302025-10-16

XMHQ INVESCO EXCHANGE TRADED FD T7.0K shares-0.68%2025-09-302025-10-16

SDVY FIRST TR EXCHANGE-TRADED FD17.6K shares38.53%2025-09-302025-10-16

Sponsored

BIBL NORTHERN LTS FD TR IV13.7K shares0.15%2025-09-302025-10-16

VTI VANGUARD INDEX FDS1.7K shares-22.86%2025-09-302025-10-16

IMCG ISHARES TR6.6K shares-8.37%2025-09-302025-10-16

OUNZ VANECK MERK GOLD ETF14.5K shares-2.59%2025-09-302025-10-16

VUG VANGUARD INDEX FDS1.1K shares-52.62%2025-09-302025-10-16

CALF PACER FDS TR11.4K shares-2.07%2025-09-302025-10-16

XMLV INVESCO EXCH TRADED FD TR II7.8K shares0.08%2025-09-302025-10-16

HAWX ISHARES TR12.9K shares-7.71%2025-09-302025-10-16

Sponsored

TPSC TIMOTHY PLAN11.6K shares7.94%2025-09-302025-10-16

PTL NORTHERN LTS FD TR IV1.8K shares8.84%2025-09-302025-10-16

NUE NUCOR CORP3.3K shares0.36%2025-09-302025-10-16

GOOGL ALPHABET INC1.8K shares-19.86%2025-09-302025-10-16

GOOG ALPHABET INC1.8K shares-63.34%2025-09-302025-10-16

NUV NUVEEN MUN VALUE FD INC47.3K shares0.00%2025-09-302025-10-16

IJH ISHARES TR5.9K shares-34.50%2025-09-302025-10-16

BLES NORTHERN LTS FD TR IV8.5K shares9.70%2025-09-302025-10-16

Sponsored

TPHD TIMOTHY PLAN8.7K shares10.81%2025-09-302025-10-16

DBAW DBX ETF TR8.6K shares0.37%2025-09-302025-10-16

SLV ISHARES SILVER TR7.7K shares-5.49%2025-09-302025-10-16

SPY SPDR S&P 500 ETF TR476 shares-89.08%2025-09-302025-10-16

WWJD NORTHERN LTS FD TR IV8.5K shares-8.71%2025-09-302025-10-16

ISMD NORTHERN LTS FD TR IV7.7K shares4.85%2025-09-302025-10-16

VXUS VANGUARD STAR FDS3.9K shares-12.36%2025-09-302025-10-16

AXON AXON ENTERPRISE INC386 shares-78.99%2025-09-302025-10-16

Sponsored

RWJ INVESCO EXCH TRADED FD TR II5.6K shares12.00%2025-09-302025-10-16

FBTC FIDELITY WISE ORIGIN BITCOIN2.6K sharesnew addition2025-09-302025-10-16

SMOT VANECK ETF TRUST7.3K shares0.69%2025-09-302025-10-16

DGRW WISDOMTREE TR2.9K shares-0.56%2025-09-302025-10-16

SDY SPDR SERIES TRUST1.8K shares16.02%2025-09-302025-10-16

ELCV STRATEGY SHS8.8K sharesnew addition2025-09-302025-10-16

VNLA JANUS DETROIT STR TR4.7K shares0.66%2025-09-302025-10-16

BITU PROSHARES TR4.3K shares1.45%2025-09-302025-10-16

Sponsored

VCIT VANGUARD SCOTTSDALE FDS2.5K shares0.40%2025-09-302025-10-16

SIVR ABRDN SILVER ETF TRUST4.8K sharesnew addition2025-09-302025-10-16

FDM FIRST TR EXCHANGE-TRADED FD2.8K sharesnew addition2025-09-302025-10-16

NNAVW NEXTNAV INC11.2K shares-0.22%2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available