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| Name: |
Whitaker-Myers Wealth Managers LTD. |
| City: |
Mansfield |
| State: |
OH |
| Zip: |
44907 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWM |
iShares Tr Russell 2000 Indx |
36 |
New |
$204.74 |
$1,116,000 |
5,307 |
0.47% |
1,116,000 |
5,307 |
0 |
Closed - End Fund - E... |
|
|
XLI |
SPDR Industrial Sector |
45 |
New |
$125.15 |
$850,000 |
6,745 |
0.36% |
850,000 |
6,745 |
0 |
Closed - End Fund - E... |
|
|
XLF |
SPDR Financial Sector |
47 |
New |
$41.66 |
$848,000 |
20,133 |
0.36% |
848,000 |
20,133 |
0 |
Closed - End Fund - E... |
|
|
XLK |
SPDR Technology Sector |
48 |
New |
$206.51 |
$829,000 |
3,979 |
0.35% |
829,000 |
3,979 |
0.001 |
Closed - End Fund - E... |
|
|
SCHV |
Schwab Strategic Trust |
56 |
New |
$74.77 |
$548,000 |
7,212 |
0.23% |
548,000 |
7,212 |
0.006 |
Closed - End Fund - Debt |
|
|
ANET |
Arista Networks, Inc. |
59 |
New |
$309.87 |
$450,000 |
1,551 |
0.19% |
450,000 |
1,551 |
0.001 |
Diversified Computer ... |
|
|
FB |
Meta Platforms Inc |
60 |
New |
$468.01 |
$441,000 |
909 |
0.19% |
441,000 |
909 |
0 |
Internet Service Prov... |
|
|
GOOG |
Alphabet Inc |
63 |
New |
$170.90 |
$421,000 |
2,768 |
0.18% |
421,000 |
2,768 |
0 |
Search Engines & Info... |
|
|
AMD |
Advanced Micro Devices Inc |
64 |
New |
$150.56 |
$408,000 |
2,259 |
0.17% |
408,000 |
2,259 |
0 |
Semiconductor- Broad... |
|
|
CRM |
Salesforce.com Inc |
65 |
New |
$277.52 |
$395,000 |
1,312 |
0.17% |
395,000 |
1,312 |
0 |
Internet Software & S... |
|
|
ISRG |
Intuitive Surgical Inc |
67 |
New |
$372.63 |
$343,000 |
860 |
0.14% |
343,000 |
860 |
0 |
Medical Appliances & ... |
|
|
V |
Visa Inc |
69 |
New |
$279.39 |
$332,000 |
1,190 |
0.14% |
332,000 |
1,190 |
0 |
Business Services |
|
|
GWW |
WW Grainger Inc |
72 |
New |
$949.26 |
$316,000 |
311 |
0.13% |
316,000 |
311 |
0.001 |
Electronics Wholesale |
|
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CAT |
Caterpillar Inc |
74 |
New |
$356.68 |
$304,000 |
830 |
0.13% |
304,000 |
830 |
0 |
Farm & Construction M... |
|
|
TPLC |
Timothy Plan Us Large Cap C... |
76 |
New |
$0.00 |
$297,000 |
7,051 |
0.13% |
297,000 |
7,051 |
0.127 |
N/A |
|
|
AXP |
American Express Co |
79 |
New |
$238.65 |
$280,000 |
1,231 |
0.12% |
280,000 |
1,231 |
0 |
Credit Services |
|
|
KLAC |
KLA-Tencor Corp |
81 |
New |
$714.15 |
$248,000 |
355 |
0.1% |
248,000 |
355 |
0 |
Semiconductor Equipme... |
|
|
CDNS |
Cadence Design Systems Inc |
82 |
New |
$284.46 |
$247,000 |
795 |
0.1% |
247,000 |
795 |
0 |
Technical & System So... |
|
|
MNST |
Monster Beverage Corporation |
86 |
New |
$54.72 |
$231,000 |
3,902 |
0.1% |
231,000 |
3,902 |
0.001 |
Beverage Soft Drinks... |
|
|
TDG |
Transdigm Group Inc |
87 |
New |
$1,280.56 |
$225,000 |
183 |
0.09% |
225,000 |
183 |
0 |
Aerospace/Defense Pro... |
|
|
VCSH |
Vanguard Scottsdale Funds |
88 |
New |
$76.85 |
$215,000 |
2,775 |
0.09% |
215,000 |
2,775 |
0.001 |
N/A |
|
|
PG |
Procter & Gamble Co |
89 |
New |
$165.87 |
$212,000 |
1,306 |
0.09% |
212,000 |
1,306 |
0 |
Cleaning Products |
|
|
RE |
Everest Re Group Ltd |
90 |
New |
$381.18 |
$211,000 |
531 |
0.09% |
211,000 |
531 |
0.001 |
Life & Health Insurance |
|
|
BKNG |
Booking Holdings Inc |
93 |
New |
$3,745.00 |
$203,000 |
56 |
0.09% |
203,000 |
56 |
0 |
Internet Software & S... |
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