Whitaker-Myers Wealth Managers, LTD.
Top Portfolio Positions
44 positions ·
$70,954,065 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,598 | $2,832,055 | 3.99% |
| BTCW |
WisdomTree Bitcoin Fund
|
38,696 | $2,774,890 | 3.91% |
| AAPL |
Apple Inc.
Technology
|
10,008 | $2,539,930 | 3.58% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,612 | $2,458,011 | 3.46% |
| NVDA |
Nvidia Corp
Technology
|
14,073 | $2,454,331 | 3.46% |
| ORCL |
Oracle Corp
Technology
|
15,526 | $2,284,029 | 3.22% |
| BG |
Bunge Global SA
Consumer Defensive
|
17,818 | $2,266,449 | 3.19% |
| KO |
Coca Cola Co
Consumer Defensive
|
29,134 | $2,215,640 | 3.12% |
| WMT |
Walmart Inc.
Consumer Defensive
|
17,459 | $2,169,804 | 3.06% |
| MRK |
Merck & Co., Inc.
Healthcare
|
17,699 | $2,129,012 | 3.00% |
Portfolio Trend
Holdings in ETHA
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,001,276 | 126,423 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,546,256 | 68,937 | Shares | Sole | 2026-01-22 | |
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