Sponsored

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

Currently, Whitaker-Myers Wealth Managers, LTD. holds 108 types of securities in its portfolio with a total value $501.6M. In the most recent quarter, they have increased their positions in VBIL (+36.7K shares, valued at $2.8M), N/A (+4.1K shares, valued at $2.4M), XLF (+46.0K shares, valued at $2.3M); decreased their positions in XLK (-17.3K shares, valued at $2.3M), COWZ (-5.6K shares, valued at $352.5K), RDVY (-4.6K shares, valued at $311.2K); initiated new positions in N/A (+17.8K shares, valued at $2.3M), KO (+29.1K shares, valued at $2.2M), N/A (+17.7K shares, valued at $2.1M).

1M P&L

+17.0M+3.51%

3M P&L

+17.7M+3.65%

HY P&L

+48.4M+10.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A402.1M

88.0%

2Software - Infrastructure5.6M

1.2%

3Internet Retail4.6M

1.0%

Top Industries by Stock Count

1N/A66 stocks

68.8%

2Software - Infrastructure3 stocks

3.1%

3Internet Retail2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MOAT VANECK ETF TRUST405.5K shares2.48%2026-03-312026-04-09

DBEF DBX ETF TR677.8K shares2.82%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR980.7K shares0.49%2026-03-312026-04-09

QQQM INVESCO EXCH TRADED FD TR II118.7K shares1.74%2026-03-312026-04-09

SPMO INVESCO EXCH TRADED FD TR II212.9K shares5.78%2026-03-312026-04-09

VBR VANGUARD INDEX FDS107.9K shares4.30%2026-03-312026-04-09

VBK VANGUARD INDEX FDS75.4K shares4.61%2026-03-312026-04-09

IDMO INVESCO EXCH TRADED FD TR II397.7K shares5.47%2026-03-312026-04-09

Sponsored

IWP ISHARES TR143.3K shares5.50%2026-03-312026-04-09

VBIL VANGUARD INSTL INDEX FD233.6K shares18.66%2026-03-312026-04-09

SCHV SCHWAB STRATEGIC TR577.4K shares4.34%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS29.3K shares16.11%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR572.4K shares7.88%2026-03-312026-04-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II454.4K shares7.05%2026-03-312026-04-09

XMVM INVESCO EXCHANGE TRADED FD T216.8K shares1.53%2026-03-312026-04-09

JPST J P MORGAN EXCHANGE TRADED F275.3K shares14.34%2026-03-312026-04-09

Sponsored

VSS VANGUARD INTL EQUITY INDEX F68.0K shares4.83%2026-03-312026-04-09

RECS COLUMBIA ETF TR I210.5K shares15.42%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS108.2K shares6.50%2026-03-312026-04-09

IWS ISHARES TR40.7K shares4.31%2026-03-312026-04-09

IJJ ISHARES TR27.7K shares16.77%2026-03-312026-04-09

IJK ISHARES TR35.4K shares15.20%2026-03-312026-04-09

AMZN AMAZON COM INC13.6K shares28.46%2026-03-312026-04-09

BTCW WISDOMTREE BITCOIN FD38.7K shares47.09%2026-03-312026-04-09

Sponsored

XLI SELECT SECTOR SPDR TR15.9K shares71.54%2026-03-312026-04-09

AAPL APPLE INC10.0K shares-8.43%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR51.4K shares861.54%2026-03-312026-04-09

PTLC PACER FDS TR48.3K shares-2.63%2026-03-312026-04-09

TSLA TESLA INC6.6K shares29.57%2026-03-312026-04-09

NVDA NVIDIA CORPORATION14.1K shares-1.92%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares34.20%2026-03-312026-04-09

ORCL ORACLE CORP15.5K shares63.12%2026-03-312026-04-09

Sponsored

BUNGE GLOBAL SA BUNGE GLOBAL SA17.8K sharesnew addition2026-03-312026-04-09

KO COCA COLA CO29.1K sharesnew addition2026-03-312026-04-09

WMT WALMART INC17.5K shares12.21%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC17.7K sharesnew addition2026-03-312026-04-09

AXP AMERICAN EXPRESS CO7.0K sharesnew addition2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC13.1K shares55.63%2026-03-312026-04-09

AMGN AMGEN INC6.0K sharesnew addition2026-03-312026-04-09

ISRA VANECK ETF TRUST34.6K shares-7.71%2026-03-312026-04-09

Sponsored

PWR QUANTA SVCS INC3.8K shares-6.27%2026-03-312026-04-09

CRS CARPENTER TECHNOLOGY CORP5.2K shares12.75%2026-03-312026-04-09

GEV GE VERNOVA INC2.4K shares-8.03%2026-03-312026-04-09

MTB M & T BK CORP10.0K sharesnew addition2026-03-312026-04-09

VST VISTRA CORP13.7K shares36.86%2026-03-312026-04-09

GILD GILEAD SCIENCES INC14.4K sharesnew addition2026-03-312026-04-09

ETHA ISHARES ETHEREUM TR126.4K shares83.39%2026-03-312026-04-09

CELESTICA INC CELESTICA INC7.1K shares31.10%2026-03-312026-04-09

Sponsored

FSLR FIRST SOLAR INC9.8K shares70.28%2026-03-312026-04-09

QXO QXO INC99.9K sharesnew addition2026-03-312026-04-09

CSX CSX CORP47.2K shares6.96%2026-03-312026-04-09

JCI JOHNSON CONTROLS INTERNATION14.3K shares9.36%2026-03-312026-04-09

PH PARKER-HANNIFIN CORP2.1K shares4.14%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC4.4K shares19.01%2026-03-312026-04-09

HII HUNTINGTON INGALLS INDS INC4.6K shares-6.37%2026-03-312026-04-09

BABA ALIBABA GROUP HLDG LTD13.9K shares45.14%2026-03-312026-04-09

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD33.5K shares-10.31%2026-03-312026-04-09

GRNY TIDAL TRUST I60.4K shares4.88%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR21.8K sharesnew addition2026-03-312026-04-09

PTIN PACER FDS TR41.0K shares-5.05%2026-03-312026-04-09

RDVY FIRST TR EXCHANGE TRADED FD19.3K shares-19.11%2026-03-312026-04-09

PTMC PACER FDS TR35.5K shares-3.15%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO4.3K shares-1.98%2026-03-312026-04-09

COWZ PACER FDS TR19.4K shares-22.48%2026-03-312026-04-09

Sponsored

ITOT ISHARES TR8.4K shares1.38%2026-03-312026-04-09

MSFT MICROSOFT CORP3.2K shares-9.88%2026-03-312026-04-09

EPI WISDOMTREE TR28.5K shares-14.74%2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR46.0K shares-2.87%2026-03-312026-04-09

FTCS FIRST TR EXCHANGE-TRADED FD11.7K shares-3.80%2026-03-312026-04-09

RPM RPM INTL INC10.0K shares0.00%2026-03-312026-04-09

NUV NUVEEN MUN VALUE FD INC106.0K shares123.97%2026-03-312026-04-09

WWJD NORTHERN LTS FD TR IV24.6K shares7.87%2026-03-312026-04-09

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-15.25%2026-03-312026-04-09

SCHA SCHWAB STRATEGIC TR25.9K shares-0.98%2026-03-312026-04-09

DIVI FRANKLIN TEMPLETON ETF TR18.3K shares-5.74%2026-03-312026-04-09

AVUV AMERICAN CENTY ETF TR6.1K shares-5.40%2026-03-312026-04-09

XMHQ INVESCO EXCHANGE TRADED FD T6.3K shares-3.58%2026-03-312026-04-09

BIBL NORTHERN LTS FD TR IV13.2K shares-1.56%2026-03-312026-04-09

OUNZ VANECK MERK GOLD ETF13.8K shares-4.45%2026-03-312026-04-09

FBTC FIDELITY WISE ORIGIN BITCOIN10.4K shares56.80%2026-03-312026-04-09

Sponsored

PTL NORTHERN LTS FD TR IV2.2K shares17.54%2026-03-312026-04-09

HAWX ISHARES TR13.0K shares-0.01%2026-03-312026-04-09

IMCG ISHARES TR6.5K shares-2.02%2026-03-312026-04-09

SDVY FIRST TR EXCHANGE TRADED FD12.6K shares-12.68%2026-03-312026-04-09

VUG VANGUARD INDEX FDS1.1K shares-0.46%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.6K shares-6.78%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.6K shares0.06%2026-03-312026-04-09

NUE NUCOR CORP2.6K shares0.15%2026-03-312026-04-09

Sponsored

SLV ISHARES SILVER TR6.3K shares-11.78%2026-03-312026-04-09

VNLA JANUS DETROIT STR TR8.0K shares61.09%2026-03-312026-04-09

CALF PACER FDS TR8.7K shares-6.46%2026-03-312026-04-09

XMLV INVESCO EXCH TRADED FD TR II6.0K shares-10.94%2026-03-312026-04-09

IJH ISHARES TR5.4K shares-0.93%2026-03-312026-04-09

ISMD NORTHERN LTS FD TR IV8.8K shares13.04%2026-03-312026-04-09

RWJ INVESCO EXCH TRADED FD TR II6.9K shares-4.60%2026-03-312026-04-09

STRATEGY SHS STRATEGY SHS15.0K shares24.90%2026-03-312026-04-09

Sponsored

DBAW DBX ETF TR8.2K shares2.47%2026-03-312026-04-09

SIVR ABRDN SILVER ETF TRUST4.6K shares-7.88%2026-03-312026-04-09

STRATEGY SHS STRATEGY SHS12.3K shares21.14%2026-03-312026-04-09

META META PLATFORMS INC549 shares-11.31%2026-03-312026-04-09

ARISTA NETWORKS INC ARISTA NETWORKS INC2.5K shares-11.94%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T470 shares-2.89%2026-03-312026-04-09

DGRW WISDOMTREE TR2.8K shares-0.63%2026-03-312026-04-09

EVSM MORGAN STANLEY ETF TRUST4.9K sharesnew addition2026-03-312026-04-09

Sponsored

FDM FIRST TR EXCHANGE-TRADED FD3.0K shares6.15%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR1.8K shares-90.45%2026-03-312026-04-09

TPSC TIMOTHY PLAN5.2K shares-1.96%2026-03-312026-04-09

CAT CATERPILLAR INC288 shares-25.77%2026-03-312026-04-09

MOAT

VANECK ETF TRUST

2.48%

Shares405.5K

Event2026-03-31

Filed2026-04-09

DBEF

DBX ETF TR

2.82%

Shares677.8K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

0.49%

Shares980.7K

Event2026-03-31

Filed2026-04-09

QQQM

INVESCO EXCH TRADED FD TR II

1.74%

Shares118.7K

Event2026-03-31

Filed2026-04-09

SPMO

INVESCO EXCH TRADED FD TR II

5.78%

Shares212.9K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

4.30%

Shares107.9K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

4.61%

Shares75.4K

Event2026-03-31

Filed2026-04-09

IDMO

INVESCO EXCH TRADED FD TR II

5.47%

Shares397.7K

Event2026-03-31

Filed2026-04-09

IWP

ISHARES TR

5.50%

Shares143.3K

Event2026-03-31

Filed2026-04-09

VBIL

VANGUARD INSTL INDEX FD

18.66%

Shares233.6K

Event2026-03-31

Filed2026-04-09

SCHV

SCHWAB STRATEGIC TR

4.34%

Shares577.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

16.11%

Shares29.3K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

7.88%

Shares572.4K

Event2026-03-31

Filed2026-04-09

INVESCO EXCH TRADED FD TR II

7.05%

Shares454.4K

Event2026-03-31

Filed2026-04-09

XMVM

INVESCO EXCHANGE TRADED FD T

1.53%

Shares216.8K

Event2026-03-31

Filed2026-04-09

JPST

J P MORGAN EXCHANGE TRADED F

14.34%

Shares275.3K

Event2026-03-31

Filed2026-04-09

VSS

VANGUARD INTL EQUITY INDEX F

4.83%

Shares68.0K

Event2026-03-31

Filed2026-04-09

RECS

COLUMBIA ETF TR I

15.42%

Shares210.5K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

6.50%

Shares108.2K

Event2026-03-31

Filed2026-04-09

IWS

ISHARES TR

4.31%

Shares40.7K

Event2026-03-31

Filed2026-04-09

IJJ

ISHARES TR

16.77%

Shares27.7K

Event2026-03-31

Filed2026-04-09

IJK

ISHARES TR

15.20%

Shares35.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

28.46%

Shares13.6K

Event2026-03-31

Filed2026-04-09

BTCW

WISDOMTREE BITCOIN FD

47.09%

Shares38.7K

Event2026-03-31

Filed2026-04-09

XLI

SELECT SECTOR SPDR TR

71.54%

Shares15.9K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-8.43%

Shares10.0K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

861.54%

Shares51.4K

Event2026-03-31

Filed2026-04-09

PTLC

PACER FDS TR

-2.63%

Shares48.3K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

29.57%

Shares6.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-1.92%

Shares14.1K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

34.20%

Shares4.9K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

63.12%

Shares15.5K

Event2026-03-31

Filed2026-04-09

BUNGE GLOBAL SA

New

Shares17.8K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

New

Shares29.1K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

12.21%

Shares17.5K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

New

Shares17.7K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

New

Shares7.0K

Event2026-03-31

Filed2026-04-09

PANW

PALO ALTO NETWORKS INC

55.63%

Shares13.1K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-09

ISRA

VANECK ETF TRUST

-7.71%

Shares34.6K

Event2026-03-31

Filed2026-04-09

PWR

QUANTA SVCS INC

-6.27%

Shares3.8K

Event2026-03-31

Filed2026-04-09

CRS

CARPENTER TECHNOLOGY CORP

12.75%

Shares5.2K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

-8.03%

Shares2.4K

Event2026-03-31

Filed2026-04-09

MTB

M & T BK CORP

New

Shares10.0K

Event2026-03-31

Filed2026-04-09

VST

VISTRA CORP

36.86%

Shares13.7K

Event2026-03-31

Filed2026-04-09

GILD

GILEAD SCIENCES INC

New

Shares14.4K

Event2026-03-31

Filed2026-04-09

ETHA

ISHARES ETHEREUM TR

83.39%

Shares126.4K

Event2026-03-31

Filed2026-04-09

CELESTICA INC

31.10%

Shares7.1K

Event2026-03-31

Filed2026-04-09

FSLR

FIRST SOLAR INC

70.28%

Shares9.8K

Event2026-03-31

Filed2026-04-09

QXO

QXO INC

New

Shares99.9K

Event2026-03-31

Filed2026-04-09

CSX

CSX CORP

6.96%

Shares47.2K

Event2026-03-31

Filed2026-04-09

JCI

JOHNSON CONTROLS INTERNATION

9.36%

Shares14.3K

Event2026-03-31

Filed2026-04-09

PARKER-HANNIFIN CORP

4.14%

Shares2.1K

Event2026-03-31

Filed2026-04-09

TRANE TECHNOLOGIES PLC

19.01%

Shares4.4K

Event2026-03-31

Filed2026-04-09

HII

HUNTINGTON INGALLS INDS INC

-6.37%

Shares4.6K

Event2026-03-31

Filed2026-04-09

BABA

ALIBABA GROUP HLDG LTD

45.14%

Shares13.9K

Event2026-03-31

Filed2026-04-09

FVD

FIRST TR EXCHANGE-TRADED FD

-10.31%

Shares33.5K

Event2026-03-31

Filed2026-04-09

GRNY

TIDAL TRUST I

4.88%

Shares60.4K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

New

Shares21.8K

Event2026-03-31

Filed2026-04-09

PTIN

PACER FDS TR

-5.05%

Shares41.0K

Event2026-03-31

Filed2026-04-09

RDVY

FIRST TR EXCHANGE TRADED FD

-19.11%

Shares19.3K

Event2026-03-31

Filed2026-04-09

PTMC

PACER FDS TR

-3.15%

Shares35.5K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-1.98%

Shares4.3K

Event2026-03-31

Filed2026-04-09

COWZ

PACER FDS TR

-22.48%

Shares19.4K

Event2026-03-31

Filed2026-04-09

ITOT

ISHARES TR

1.38%

Shares8.4K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-9.88%

Shares3.2K

Event2026-03-31

Filed2026-04-09

EPI

WISDOMTREE TR

-14.74%

Shares28.5K

Event2026-03-31

Filed2026-04-09

SCHB

SCHWAB STRATEGIC TR

-2.87%

Shares46.0K

Event2026-03-31

Filed2026-04-09

FTCS

FIRST TR EXCHANGE-TRADED FD

-3.80%

Shares11.7K

Event2026-03-31

Filed2026-04-09

RPM

RPM INTL INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-09

NUV

NUVEEN MUN VALUE FD INC

123.97%

Shares106.0K

Event2026-03-31

Filed2026-04-09

WWJD

NORTHERN LTS FD TR IV

7.87%

Shares24.6K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-15.25%

Shares1.6K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWAB STRATEGIC TR

-0.98%

Shares25.9K

Event2026-03-31

Filed2026-04-09

DIVI

FRANKLIN TEMPLETON ETF TR

-5.74%

Shares18.3K

Event2026-03-31

Filed2026-04-09

AVUV

AMERICAN CENTY ETF TR

-5.40%

Shares6.1K

Event2026-03-31

Filed2026-04-09

XMHQ

INVESCO EXCHANGE TRADED FD T

-3.58%

Shares6.3K

Event2026-03-31

Filed2026-04-09

BIBL

NORTHERN LTS FD TR IV

-1.56%

Shares13.2K

Event2026-03-31

Filed2026-04-09

OUNZ

VANECK MERK GOLD ETF

-4.45%

Shares13.8K

Event2026-03-31

Filed2026-04-09

FBTC

FIDELITY WISE ORIGIN BITCOIN

56.80%

Shares10.4K

Event2026-03-31

Filed2026-04-09

PTL

NORTHERN LTS FD TR IV

17.54%

Shares2.2K

Event2026-03-31

Filed2026-04-09

HAWX

ISHARES TR

-0.01%

Shares13.0K

Event2026-03-31

Filed2026-04-09

IMCG

ISHARES TR

-2.02%

Shares6.5K

Event2026-03-31

Filed2026-04-09

SDVY

FIRST TR EXCHANGE TRADED FD

-12.68%

Shares12.6K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

-0.46%

Shares1.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-6.78%

Shares1.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-09

NUE

NUCOR CORP

0.15%

Shares2.6K

Event2026-03-31

Filed2026-04-09

SLV

ISHARES SILVER TR

-11.78%

Shares6.3K

Event2026-03-31

Filed2026-04-09

VNLA

JANUS DETROIT STR TR

61.09%

Shares8.0K

Event2026-03-31

Filed2026-04-09

CALF

PACER FDS TR

-6.46%

Shares8.7K

Event2026-03-31

Filed2026-04-09

XMLV

INVESCO EXCH TRADED FD TR II

-10.94%

Shares6.0K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-0.93%

Shares5.4K

Event2026-03-31

Filed2026-04-09

ISMD

NORTHERN LTS FD TR IV

13.04%

Shares8.8K

Event2026-03-31

Filed2026-04-09

RWJ

INVESCO EXCH TRADED FD TR II

-4.60%

Shares6.9K

Event2026-03-31

Filed2026-04-09

STRATEGY SHS

24.90%

Shares15.0K

Event2026-03-31

Filed2026-04-09

DBAW

DBX ETF TR

2.47%

Shares8.2K

Event2026-03-31

Filed2026-04-09

SIVR

ABRDN SILVER ETF TRUST

-7.88%

Shares4.6K

Event2026-03-31

Filed2026-04-09

STRATEGY SHS

21.14%

Shares12.3K

Event2026-03-31

Filed2026-04-09