Whitaker-Myers Wealth Managers, LTD.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Mansfield, OH
CIK
0001973849
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 106 300,729 MOAT, DBEF, QQQM, SCHD 13F-HR 10/18/2024 000197384924000006
Q2 2024 99 270,842 MOAT, DBEF, QQQM, SCHD 13F-HR 7/26/2024 000197384924000003
Q1 2024 95 237,026 MOAT, DBEF, QQQM, SCHD 13F-HR 4/12/2024 000197384924000002
Q4 2023 87 200,786 MOAT, QQQM, SCHD, DBEF 13F-HR 1/12/2024 000197384924000001
Q3 2023 77 161,100 MOAT, SCHD, DBEF, QQQM 13F-HR 10/5/2023 000197384923000004
Q2 2023 73 149,297 MOAT, SCHD, DBEF, QQQM 13F-HR 7/13/2023 000197384923000003
Q1 2023 66 129,159 MOAT, SCHD, DBEF, VOO 13F-HR 4/21/2023 000197384923000002
Q4 2022 68 104,312 MOAT, SCHD, VOO, DBEF 13F-HR 4/21/2023 000197384923000001