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

Currently, Whitaker-Myers Wealth Managers, LTD. holds 115 types of securities in its portfolio with a total value $479.3M. In the most recent quarter, they have increased their positions in N/A (+3.8K shares, valued at $2.4M), PH (+2.0K shares, valued at $1.7M), SHOP (+10.8K shares, valued at $1.7M); decreased their positions in QQQM (-11.6K shares, valued at $2.9M), AMD (-13.2K shares, valued at $2.8M), NVDA (-13.2K shares, valued at $2.5M); initiated new positions in PH (+2.0K shares, valued at $1.7M), SHOP (+10.8K shares, valued at $1.7M), PWR (+4.0K shares, valued at $1.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MOAT VANECK ETF TRUST395.7K shares-3.83%2025-12-312026-01-22

DBEF DBX ETF TR659.2K shares-1.23%2025-12-312026-01-22

QQQM INVESCO EXCH TRADED FD TR II116.7K shares-9.04%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR976.0K shares-3.96%2025-12-312026-01-22

SPMO INVESCO EXCH TRADED FD TR II201.2K shares-3.38%2025-12-312026-01-22

VBR VANGUARD INDEX FDS103.4K shares2.63%2025-12-312026-01-22

VBK VANGUARD INDEX FDS72.1K shares1.61%2025-12-312026-01-22

IDMO INVESCO EXCH TRADED FD TR II377.1K shares-0.37%2025-12-312026-01-22

Sponsored

IWP ISHARES TR135.8K shares0.00%2025-12-312026-01-22

SCHG SCHWAB STRATEGIC TR530.6K shares4.48%2025-12-312026-01-22

SCHV SCHWAB STRATEGIC TR553.3K shares7.06%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS25.2K shares17.84%2025-12-312026-01-22

VBIL VANGUARD INSTL INDEX FD196.9K shares12.23%2025-12-312026-01-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II424.4K shares3.03%2025-12-312026-01-22

XMVM INVESCO EXCHANGE TRADED FD T213.5K shares-6.28%2025-12-312026-01-22

JPST J P MORGAN EXCHANGE TRADED F240.8K shares11.16%2025-12-312026-01-22

Sponsored

VSS VANGUARD INTL EQUITY INDEX F64.9K shares7.85%2025-12-312026-01-22

RECS COLUMBIA ETF TR I182.3K shares30.01%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS101.6K shares9.79%2025-12-312026-01-22

IWS ISHARES TR39.0K shares8.51%2025-12-312026-01-22

IJJ ISHARES TR23.7K shares27.11%2025-12-312026-01-22

IJK ISHARES TR30.8K shares28.52%2025-12-312026-01-22

AAPL APPLE INC10.9K shares-0.39%2025-12-312026-01-22

PTLC PACER FDS TR49.6K shares-12.78%2025-12-312026-01-22

Sponsored

XLK SELECT SECTOR SPDR TR19.1K shares136.23%2025-12-312026-01-22

NVDA NVIDIA CORPORATION14.3K shares-47.84%2025-12-312026-01-22

AMZN AMAZON COM INC10.6K shares59.92%2025-12-312026-01-22

BTCW WISDOMTREE BITCOIN FD26.3K shares45.42%2025-12-312026-01-22

TSLA TESLA INC5.1K shares48.30%2025-12-312026-01-22

ISRA VANECK ETF TRUST37.5K shares-12.85%2025-12-312026-01-22

ORCL ORACLE CORP9.5K shares157.03%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares95.02%2025-12-312026-01-22

Sponsored

PH PARKER-HANNIFIN CORP2.0K sharesnew addition2025-12-312026-01-22

SHOP SHOPIFY INC10.8K sharesnew addition2025-12-312026-01-22

WMT WALMART INC15.6K shares65.43%2025-12-312026-01-22

FVD FIRST TR EXCHANGE-TRADED FD37.4K shares-8.74%2025-12-312026-01-22

MSFT MICROSOFT CORP3.5K shares8.80%2025-12-312026-01-22

PWR QUANTA SVCS INC4.0K sharesnew addition2025-12-312026-01-22

APP APPLOVIN CORP2.5K sharesnew addition2025-12-312026-01-22

GEV GE VERNOVA INC2.6K sharesnew addition2025-12-312026-01-22

Sponsored

HII HUNTINGTON INGALLS INDS INC4.9K sharesnew addition2025-12-312026-01-22

RDDT REDDIT INC7.2K shares70.76%2025-12-312026-01-22

RDVY FIRST TR EXCHANGE TRADED FD23.8K shares-18.97%2025-12-312026-01-22

VST VISTRA CORP10.0K shares152.79%2025-12-312026-01-22

ULTA ULTA BEAUTY INC2.6K sharesnew addition2025-12-312026-01-22

CSX CSX CORP44.1K sharesnew addition2025-12-312026-01-22

CELESTICA INC CELESTICA INC5.4K shares58.75%2025-12-312026-01-22

SPGI S&P GLOBAL INC3.1K shares82.26%2025-12-312026-01-22

Sponsored

CCJ CAMECO CORP17.3K shares72.06%2025-12-312026-01-22

JCI JOHNSON CTLS INTL PLC13.1K shares75.86%2025-12-312026-01-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.7K shares46.96%2025-12-312026-01-22

PANW PALO ALTO NETWORKS INC8.4K shares82.34%2025-12-312026-01-22

ETHA ISHARES ETHEREUM TR68.9K sharesnew addition2025-12-312026-01-22

GLXY GALAXY DIGITAL INC.69.1K sharesnew addition2025-12-312026-01-22

EPI WISDOMTREE TR33.4K shares-19.74%2025-12-312026-01-22

HOOD ROBINHOOD MKTS INC13.5K shares46.59%2025-12-312026-01-22

Sponsored

FSLR FIRST SOLAR INC5.8K shares46.76%2025-12-312026-01-22

COWZ PACER FDS TR25.1K shares-23.84%2025-12-312026-01-22

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC17.5K shares38.76%2025-12-312026-01-22

CRS CARPENTER TECHNOLOGY CORP4.7K shares43.34%2025-12-312026-01-22

TT TRANE TECHNOLOGIES PLC3.7K shares91.81%2025-12-312026-01-22

XLI SELECT SECTOR SPDR TR9.3K sharesnew addition2025-12-312026-01-22

GRNY TIDAL TRUST I57.5K shares1.44%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.4.4K shares1.22%2025-12-312026-01-22

Sponsored

BABA ALIBABA GROUP HLDG LTD9.6K shares96.47%2025-12-312026-01-22

PTIN PACER FDS TR43.1K shares-9.39%2025-12-312026-01-22

PTMC PACER FDS TR36.6K shares-6.15%2025-12-312026-01-22

XLC SELECT SECTOR SPDR TR10.9K sharesnew addition2025-12-312026-01-22

SCHB SCHWAB STRATEGIC TR47.4K shares0.22%2025-12-312026-01-22

ITOT ISHARES TR8.3K shares0.26%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-5.77%2025-12-312026-01-22

FTCS FIRST TR EXCHANGE-TRADED FD12.1K shares-1.88%2025-12-312026-01-22

Sponsored

RPM RPM INTL INC10.0K shares0.00%2025-12-312026-01-22

WWJD NORTHERN LTS FD TR IV22.8K shares167.24%2025-12-312026-01-22

DIVI FRANKLIN TEMPLETON ETF TR19.4K shares-12.07%2025-12-312026-01-22

SCHA SCHWAB STRATEGIC TR26.1K shares-10.02%2025-12-312026-01-22

XMHQ INVESCO EXCHANGE TRADED FD T6.6K shares-5.67%2025-12-312026-01-22

AVUV AMERICAN CENTY ETF TR6.4K shares-26.46%2025-12-312026-01-22

BIBL NORTHERN LTS FD TR IV13.4K shares-1.75%2025-12-312026-01-22

OUNZ VANECK MERK GOLD ETF14.5K shares-0.01%2025-12-312026-01-22

Sponsored

SDVY FIRST TR EXCHANGE-TRADED FD14.5K shares-17.89%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.7K shares-3.09%2025-12-312026-01-22

IMCG ISHARES TR6.7K shares1.17%2025-12-312026-01-22

VUG VANGUARD INDEX FDS1.1K shares-2.52%2025-12-312026-01-22

HAWX ISHARES TR13.0K shares1.38%2025-12-312026-01-22

FBTC FIDELITY WISE ORIGIN BITCOIN6.7K shares151.13%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.6K shares-14.00%2025-12-312026-01-22

SLV ISHARES SILVER TR7.1K shares-7.31%2025-12-312026-01-22

Sponsored

PTL NORTHERN LTS FD TR IV1.8K shares0.38%2025-12-312026-01-22

NUV NUVEEN MUN VALUE FD INC47.3K shares0.00%2025-12-312026-01-22

NUE NUCOR CORP2.6K shares-21.15%2025-12-312026-01-22

XMLV INVESCO EXCH TRADED FD TR II6.8K shares-13.15%2025-12-312026-01-22

CALF PACER FDS TR9.2K shares-19.14%2025-12-312026-01-22

META META PLATFORMS INC619 shares-82.18%2025-12-312026-01-22

VTI VANGUARD INDEX FDS1.2K shares-29.99%2025-12-312026-01-22

ARISTA NETWORKS INC ARISTA NETWORKS INC2.9K shares-84.13%2025-12-312026-01-22

Sponsored

IJH ISHARES TR5.4K shares-7.72%2025-12-312026-01-22

RWJ INVESCO EXCH TRADED FD TR II7.3K shares30.28%2025-12-312026-01-22

SIVR ABRDN SILVER ETF TRUST5.0K shares5.36%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR484 shares1.68%2025-12-312026-01-22

DBAW DBX ETF TR8.0K shares-7.60%2025-12-312026-01-22

STRATEGY SHS STRATEGY SHS12.0K sharesnew addition2025-12-312026-01-22

ISMD NORTHERN LTS FD TR IV7.8K shares1.69%2025-12-312026-01-22

GS GOLDMAN SACHS GROUP INC339 shares-88.96%2025-12-312026-01-22

Sponsored

XLF SELECT SECTOR SPDR TR5.3K shares-86.51%2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC1.3K shares-90.98%2025-12-312026-01-22

STRATEGY SHS STRATEGY SHS10.1K sharesnew addition2025-12-312026-01-22

ETR ENTERGY CORP NEW2.8K sharesnew addition2025-12-312026-01-22

DGRW WISDOMTREE TR2.9K shares-0.49%2025-12-312026-01-22

VNLA JANUS DETROIT STR TR5.0K shares5.58%2025-12-312026-01-22

FDM FIRST TR EXCHANGE-TRADED FD2.8K shares1.55%2025-12-312026-01-22

CAT CATERPILLAR INC388 sharesnew addition2025-12-312026-01-22

Sponsored

TPSC TIMOTHY PLAN5.4K shares-53.84%2025-12-312026-01-22

SDY SPDR SERIES TRUST1.5K shares-18.55%2025-12-312026-01-22

AXON AXON ENTERPRISE INC353 shares-8.55%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available