Whitaker-myers Wealth Managers, Ltd.
CIK Number: 0001973849
Main Sectors:
Top Industries:
Filing Date: Apr 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MOAT | VanEck Mornings... | 98.81 | +1.23% | 618.82K | +10.95% | 54.46M | 74.9 | 15.27% | Share |
| 2 | DBEF | Xtrackers MSCI ... | 46.20 | +0.84% | 722.33K | +9.04% | 31.28M | 37.54 | 8.77% | Share |
| 3 | SCHD | Schwab U.S. Div... | 27.73 | +0.82% | 899.1K | +10.32% | 25.14M | 25.61 | 7.05% | Share |
| 4 | QQQM | Invesco NASDAQ ... | 240.45 | +0.58% | 127.99K | -7.87% | 24.7M | 163.2 | 6.93% | Share |
| 5 | VBR | Vanguard Small ... | 212.40 | +1.71% | 84.95K | +9.66% | 15.83M | 171.6 | 4.44% | Share |
| 6 | VBK | Vanguard Small ... | 301.19 | +1.82% | 57.12K | +4.20% | 14.38M | 238.68 | 4.03% | Share |
| 7 | IWP | iShares Russell... | 145.25 | +1.23% | 116.78K | +8.35% | 13.72M | 102.48 | 3.85% | Share |
| 8 | EPI | WisdomTree Indi... | 45.02 | +0.12% | 289.68K | +18.71% | 12.66M | 41.21 | 3.55% | Share |
| 9 | JPST | JPMorgan Ultra-... | 50.66 | +0.01% | 248.41K | +7.85% | 12.58M | 50.37 | 3.53% | Share |
| 10 | ISRA | VanEck Israel E... | 53.25 | +0.19% | 293.09K | +7.76% | 12.36M | 36.21 | 3.47% | Share |
| 11 | XMVM | Invesco S&P Mid... | 62.78 | +0.75% | 208.56K | +10.39% | 11M | 48.74 | 3.09% | Share |
| 12 | SCHV | Schwab U.S. Lar... | 29.13 | +1.13% | 376.53K | +5.56% | 10.01M | 25.26 | 2.81% | Share |
| 13 | SCHG | Schwab U.S. Lar... | 31.32 | +0.66% | 391.9K | +4.07% | 9.81M | 24.74 | 2.75% | Share |
| 14 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 16.02K | +10.24% | 8.24M | 374.29 | 2.31% | Share |
| 15 | VSS | Vanguard FTSE A... | 143.47 | +1.01% | 60.72K | +6.73% | 7.02M | 115.04 | 1.97% | Share |
| 16 | AAPL | Apple Inc. | 230.03 | +1.43% | 18.56K | +1.80% | 4.12M | 169.61 | 1.16% | Share |
| 17 | PTLC | Pacer Trendpilo... | 53.95 | +0.80% | 73.81K | +0.45% | 3.8M | 38.29 | 1.07% | Share |
| 18 | IWS | iShares Russell... | 140.62 | +1.61% | 28.96K | +3.30% | 3.65M | 115.51 | 1.02% | Share |
| 19 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 25.1K | +13.18% | 2.72M | 73.23 | 0.76% | Share |
| 20 | FVD | First Trust Val... | 46.52 | +1.28% | 46.92K | -1.09% | 2.09M | 40.03 | 0.59% | Share |
| 21 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 3.04K | -71.39% | 1.7M | 575.72 | 0.48% | Share |
| 22 | COWZ | Pacer US Cash C... | 57.88 | +0.91% | 28.78K | +9.81% | 1.58M | 51.38 | 0.44% | Share |
| 23 | RDVY | First Trust Ris... | 66.71 | +1.55% | 25.92K | +2.55% | 1.52M | 45.36 | 0.43% | Share |
| 24 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 6.07K | +64.24% | 1.49M | 199.12 | 0.42% | Share |
| 25 | ITOT | iShares Core S&... | 144.19 | +0.91% | 11.93K | -15% | 1.46M | 86.06 | 0.41% | Share |
| 26 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 3.84K | -11.03% | 1.44M | 359.29 | 0.40% | Share |
| 27 | VUG | Vanguard Growth... | 469.69 | +0.53% | 3.78K | -6.67% | 1.4M | 219.56 | 0.39% | Share |
| 28 | PTIN | Pacer Trendpilo... | 30.41 | +0.97% | 47.61K | -0.77% | 1.4M | 24.4 | 0.39% | Share |
| 29 | FTCS | First Trust Cap... | 93.74 | +1.46% | 15.3K | -5.22% | 1.37M | 74.95 | 0.38% | Share |
| 30 | BTCW | WisdomTree Bitc... | 121.28 | +0.71% | 15.25K | +548.24% | 1.33M | 89.03 | 0.37% | Share |
| 31 | IJJ | iShares S&P Mid... | 132.51 | +1.57% | 11.1K | +18.01% | 1.33M | 106.08 | 0.37% | Share |
| 32 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 6.79K | -4.18% | 1.29M | 129.99 | 0.36% | Share |
| 33 | PTMC | Pacer Trendpilo... | 36.33 | +1.62% | 35.7K | -1.77% | 1.24M | 31.29 | 0.35% | Share |
| 34 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 2.6K | +17.40% | 1.22M | 297.03 | 0.34% | Share |
| 35 | ICF | iShares Cohen &... | 62.12 | +1.67% | 19.56K | +100.00% | 1.2M | 61.53 | 0.34% | Share |
| 36 | RPM | RPM Internation... | 128.22 | +2.91% | 9.97K | -1.99% | 1.15M | 121 | 0.32% | Share |
| 37 | IJK | iShares S&P Mid... | 97.52 | +1.80% | 13.61K | +23.70% | 1.13M | 73.97 | 0.32% | Share |
| 38 | META | Meta Platforms,... | 750.90 | -0.14% | 1.81K | +16.44% | 1.04M | 529.35 | 0.29% | Share |
| 39 | XLF | Financial Selec... | 54.04 | +1.66% | 20.89K | +20.56% | 1.04M | 43.4 | 0.29% | Share |
| 40 | SCHB | Schwab U.S. Bro... | 25.43 | +0.93% | 47.82K | +0.86% | 1.03M | 15.06 | 0.29% | Share |
| 41 | NFLX | Netflix, Inc. | 1203.50 | -3.54% | 1.01K | +68.27% | 944.65K | 794.01 | 0.26% | Share |
| 42 | XLK | Technology Sele... | 270.91 | +0.28% | 4.54K | +30.45% | 938.47K | 211.08 | 0.26% | Share |
| 43 | SCHA | Schwab U.S. Sma... | 27.95 | +1.80% | 39.22K | -2.84% | 918.8K | 20.26 | 0.26% | Share |
| 44 | PGR | The Progressive... | 248.78 | +0.96% | 3.07K | +100.00% | 869.92K | 283.01 | 0.24% | Share |
| 45 | GOOG | Alphabet Inc. | 240.78 | +0.51% | 4.85K | +28.91% | 757.25K | 160.33 | 0.21% | Share |
| 46 | AVUV | Avantis U.S. Sm... | 101.64 | +1.59% | 8.32K | +2.41% | 725.37K | 80.64 | 0.20% | Share |
| 47 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 2.71K | -40.14% | 702.46K | 195.68 | 0.20% | Share |
| 48 | VTI | Vanguard Total ... | 324.77 | +0.92% | 2.45K | -11.33% | 673.02K | 234.29 | 0.19% | Share |
| 49 | DIVI | Franklin Intern... | 37.51 | +1.12% | 20.12K | +8.04% | 655.69K | 27.82 | 0.18% | Share |
| 50 | WMB | The Williams Co... | 59.30 | +0.93% | 10.92K | -4.77% | 652.5K | 38.9 | 0.18% | Share |
| 51 | COST | Costco Wholesal... | 964.32 | +0.84% | 671 | +26.84% | 634.72K | 904.38 | 0.18% | Share |
| 52 | XMHQ | Invesco S&P Mid... | 107.17 | +2.35% | 6.86K | +2.97% | 627.98K | 74.16 | 0.18% | Share |
| 53 | IJH | iShares Core S&... | 66.52 | +1.68% | 10.7K | -25.18% | 624.05K | 49.4 | 0.17% | Share |
| 54 | AXON | Axon Enterprise... | 751.11 | +0.48% | 1.04K | +167.61% | 547.51K | 478.73 | 0.15% | Share |
| 55 | BIBL | Inspire 100 ESG... | 44.16 | +1.51% | 14.21K | -34.22% | 545.98K | 30.55 | 0.15% | Share |
| 56 | IMCG | iShares Morning... | 83.21 | +1.29% | 7.64K | -3.5% | 545.91K | 57.72 | 0.15% | Share |
| 57 | ORCL | Oracle Corporat... | 307.79 | -6.26% | 3.69K | +100.00% | 515.38K | 139.81 | 0.14% | Share |
| 58 | ANET | Arista Networks... | 153.03 | +1.53% | 6.58K | +100.00% | 509.66K | 77.48 | 0.14% | Share |
| 59 | SPGI | S&P Global Inc. | 550.79 | +2.02% | 972 | +100.00% | 493.87K | 508.1 | 0.14% | Share |
| 60 | GRNY | Tidal Trust III... | 24.43 | +0.69% | 26.63K | +100.00% | 484.06K | 18.18 | 0.14% | Share |
| 61 | BND | Vanguard Total ... | 74.66 | +0.21% | 6.5K | -36.67% | 477.33K | 72.41 | 0.13% | Share |
| 62 | XMLV | Invesco S&P Mid... | 64.31 | +1.25% | 7.71K | +0.74% | 476.06K | 53.63 | 0.13% | Share |
| 63 | AXP | American Expres... | 329.46 | +1.89% | 1.77K | +100.00% | 475.86K | 269.05 | 0.13% | Share |
| 64 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 891 | +0.91% | 474.53K | 453.99 | 0.13% | Share |
| 65 | PANW | Palo Alto Netwo... | 198.28 | +0.48% | 2.75K | +17.28% | 470.11K | 172.72 | 0.13% | Share |
| 66 | CAT | Caterpillar Inc... | 431.35 | +1.99% | 1.42K | +100.00% | 467.79K | 329.8 | 0.13% | Share |
| 67 | CRWD | CrowdStrike Hol... | 433.38 | +2.00% | 1.32K | +7.37% | 467.17K | 294.03 | 0.13% | Share |
| 68 | PLTR | Palantir Techno... | 164.36 | -1.43% | 5.45K | +55.89% | 459.98K | 78.77 | 0.13% | Share |
| 69 | OUNZ | VanEck Merk Gol... | 35.02 | -0.13% | 15.25K | +0.36% | 459.63K | 20 | 0.13% | Share |
| 70 | QCOM | QUALCOMM Incorp... | 161.51 | +1.61% | 2.96K | +100.00% | 454.77K | 153.61 | 0.13% | Share |
| 71 | GRMN | Garmin Ltd. | 241.06 | +2.16% | 2.08K | +100.00% | 450.55K | 217.13 | 0.13% | Share |
| 72 | ACN | Accenture plc | 244.04 | +0.38% | 1.43K | +100.00% | 447.46K | 312.04 | 0.13% | Share |
| 73 | AMD | Advanced Micro ... | 155.67 | -2.43% | 4.3K | +34.53% | 441.84K | 153.38 | 0.12% | Share |
| 74 | ABT | Abbott Laborato... | 132.65 | +2.54% | 3.31K | +100.00% | 439.06K | 132.65 | 0.12% | Share |
| 75 | CALF | Pacer US Small ... | 44.12 | +1.51% | 11.64K | +7.57% | 436.59K | 39.31 | 0.12% | Share |
| 76 | GS | The Goldman Sac... | 784.43 | +1.93% | 775 | +100.00% | 423.17K | 546.29 | 0.12% | Share |
| 77 | EMR | Emerson Electri... | 137.45 | +2.83% | 3.82K | +100.00% | 419.17K | 109.64 | 0.12% | Share |
| 78 | CDNS | Cadence Design ... | 354.81 | +4.81% | 1.58K | +100.00% | 402.6K | 254.33 | 0.11% | Share |
| 79 | TPSC | Timothy Plan US... | 42.02 | +1.71% | 10.85K | +11.62% | 401.79K | 32.02 | 0.11% | Share |
| 80 | NUE | Nucor Corporati... | 143.72 | +1.30% | 3.29K | +7.56% | 395.61K | 154.42 | 0.11% | Share |
| 81 | GEV | GE Vernova Inc. | 634.13 | -1.47% | 1.27K | +100.00% | 386.48K | 305.28 | 0.11% | Share |
| 82 | BK | The Bank of New... | 105.56 | +1.50% | 4.51K | +100.00% | 378.25K | 83.87 | 0.11% | Share |
| 83 | PWR | Quanta Services... | 389.66 | -0.13% | 1.48K | +100.00% | 375.68K | 254.18 | 0.11% | Share |
| 84 | GOOGL | Alphabet Inc. | 240.37 | +0.50% | 2.42K | +6.19% | 373.98K | 144.66 | 0.10% | Share |
| 85 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 1.18K | +100.00% | 341.16K | 288.14 | 0.10% | Share |
| 86 | PTL | Inspire 500 ETF | 249.73 | +0.72% | 1.63K | +100.00% | 335.7K | 205.5 | 0.09% | Share |
| 87 | ETN | Eaton Corporati... | 360.08 | -0.6% | 1.18K | +100.00% | 319.4K | 271.83 | 0.09% | Share |
| 88 | BLES | Inspire Global ... | 42.70 | +1.23% | 8.02K | +100.00% | 302.45K | 37.73 | 0.08% | Share |
| 89 | TPHD | Timothy Plan Hi... | 39.17 | +1.12% | 8K | +100.00% | 300.95K | 37.62 | 0.08% | Share |
| 90 | SLV | iShares Silver ... | 37.79 | +1.02% | 9.7K | -14.5% | 300.48K | 22.08 | 0.08% | Share |
| 91 | VXUS | Vanguard Total ... | 73.33 | +1.13% | 4.82K | -10.02% | 299.31K | 56.11 | 0.08% | Share |
| 92 | WWJD | Inspire Interna... | 35.52 | +1.30% | 9.73K | -47.41% | 299.03K | 26.89 | 0.08% | Share |
| 93 | DBAW | Xtrackers MSCI ... | 39.04 | +0.99% | 8.39K | +1.81% | 296.99K | 29.1 | 0.08% | Share |
| 94 | V | Visa Inc. | 343.48 | +1.59% | 835 | -44.07% | 292.47K | 295.89 | 0.08% | Share |
| 95 | HAWX | iShares Currenc... | 37.36 | +1.00% | 8.19K | -3.57% | 273.74K | 27.02 | 0.08% | Share |
| 96 | FI | Fiserv, Inc. | 135.69 | +2.69% | 1.22K | 0.00% | 269.41K | 179.65 | 0.08% | Share |
| 97 | APH | Amphenol Corpor... | 119.48 | +0.33% | 4.04K | 0.00% | 265.25K | 49.57 | 0.07% | Share |
| 98 | ISMD | Inspire Small/M... | 39.37 | +2.00% | 7.7K | -3.71% | 262.8K | 31.55 | 0.07% | Share |
| 99 | TMUS | T-Mobile US, In... | 241.39 | +0.42% | 946 | +0.11% | 252.27K | 220.78 | 0.07% | Share |
| 100 | VTV | Vanguard Value ... | 186.08 | +1.23% | 1.44K | +0.63% | 248.41K | 140.09 | 0.07% | Share |
| 101 | PDBC | Invesco Optimum... | 13.24 | -0.82% | 17.37K | +100.00% | 236.79K | 13.63 | 0.07% | Share |
| 102 | ARCC | Ares Capital Co... | 22.40 | +0.22% | 10.48K | +100.00% | 232.22K | 22.16 | 0.07% | Share |
| 103 | DGRW | WisdomTree U.S.... | 88.91 | +0.99% | 2.9K | -1.16% | 231.25K | 78.09 | 0.06% | Share |
| 104 | VCIT | Vanguard Interm... | 84.49 | +0.30% | 2.79K | +0.04% | 227.67K | 77.98 | 0.06% | Share |
| 105 | VNLA | Janus Henderson... | 49.20 | +0.03% | 4.56K | +3.01% | 223.93K | 47.48 | 0.06% | Share |
| 106 | SMOT | VanEck Mornings... | 36.80 | +1.63% | 6.65K | +12.96% | 218.04K | 34.28 | 0.06% | Share |
| 107 | RWJ | Invesco S&P Sma... | 48.90 | +2.39% | 4.93K | +9.78% | 200.49K | 45.26 | 0.06% | Share |
| 108 | RYAM | Rayonier Advanc... | 6.15 | +2.50% | 30.55K | +100.00% | 175.66K | 5.75 | 0.05% | Share |
| 109 | NNAVW | NextNav Inc. | 6.90 | +2.68% | 10.18K | +100.00% | 44.79K | 4.4 | 0.01% | Share |
| 110 | LCID | Lucid Group, In... | 19.90 | +2.37% | 15.58K | 0.00% | 37.7K | 6.62 | 0.01% | Share |