• 13F History

Whitaker-Myers Wealth Managers, LTD.

13F Filings History

Latest 13F report
Q1 2025 - Apr 14, 2025
Value $
$357M
Signature - Title
Kelly F. Taylor - Chief Compliance Officer
Location
Mansfield, OH
Summary
This page shows a list of all the recent 13F filings made by Whitaker-Myers Wealth Managers, LTD.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Whitaker-Myers Wealth Managers, LTD. reported 113 stock holdings with total value $357M as of Q1 2025. Top holdings included MOAT, DBEF, SCHD, QQQM, and VBR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 113 $357M +$46.4M -$21.9M +$24.5M MOAT, DBEF, SCHD, QQQM, VBR 13F-HR 4/14/2025, 10:39 AM
Q4 2024 120 $343M +$84.1M -$16.5M +$67.7M MOAT, QQQM, DBEF, SCHD, VBR 13F-HR 1/15/2025, 04:53 PM
Q3 2024 106 $301M +$21.2M -$9.77M +$11.4M MOAT, DBEF, QQQM, SCHD, VBR 13F-HR 10/18/2024, 03:41 PM
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 -$8.14M +$25.2M MOAT, SCHD, DBEF, QQQM, VBR 13F-HR 10/5/2023, 05:00 PM
Q2 2023 73 $149M +$15.1M -$1.95M +$13.1M MOAT, SCHD, DBEF, QQQM, VOO 13F-HR 7/13/2023, 04:35 PM
Q1 2023 66 $129M +$23.3M -$4.82M +$18.5M MOAT, SCHD, DBEF, VOO, DLS 13F-HR 4/21/2023, 01:35 PM
Q4 2022 68 $104M MOAT, SCHD, VOO, DBEF, VBR 13F-HR 4/21/2023, 01:34 PM