Whitaker-Myers Wealth Managers, LTD.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$271M
Signature - Title
Kelly F. Taylor - Chief Compliance Officer
Location
1485 Lexington Ave., Mansfield, Ohio
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 99 $271M +$42.9M -$7.17M +$35.7M MOAT, DBEF, QQQM, SCHD, VBR 13F-HR 7/26/2024, 03:17 PM
Q1 2024 95 $237M +$32.9M -$10.3M +$22.6M MOAT, DBEF, QQQM, SCHD, VBR 13F-HR 4/12/2024, 04:30 PM
Q4 2023 87 $201M +$30.3M -$6.89M +$23.4M MOAT, QQQM, SCHD, DBEF, VBR 13F-HR 1/12/2024, 12:53 PM
Q3 2023 77 $161M +$33.3M -$16.2M +$17.1M MOAT, SCHD, DBEF, QQQM, VBR 13F-HR 10/5/2023, 05:00 PM
Q2 2023 73 $149M +$15.1M -$1.96M +$13.1M MOAT, SCHD, DBEF, QQQM, VOO 13F-HR 7/13/2023, 04:35 PM
Q1 2023 66 $129M +$23.3M -$5.34M +$18M MOAT, SCHD, DBEF, VOO, DLS 13F-HR 4/21/2023, 01:35 PM
Q4 2022 68 $104M $0 $0 MOAT, SCHD, VOO, DBEF, VBR 13F-HR 4/21/2023, 01:34 PM