Whitaker-Myers Wealth Managers, LTD.
Top Portfolio Positions
45 positions ·
$73,296,873 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,598 | $2,832,055 | 3.86% | |
| BTCW |
WisdomTree Bitcoin Fund
|
38,696 | $2,774,890 | 3.79% | |
| AAPL |
Apple Inc.
Technology
|
10,008 | $2,539,930 | 3.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,612 | $2,458,011 | 3.35% | |
| NVDA |
Nvidia Corp
Technology
|
14,073 | $2,454,331 | 3.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,889 | $2,342,808 | 3.20% | |
| ORCL |
Oracle Corp
Technology
|
15,526 | $2,284,029 | 3.12% | |
| BG |
Bunge Global SA
Consumer Defensive
|
17,818 | $2,266,449 | 3.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
29,134 | $2,215,640 | 3.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
17,459 | $2,169,804 | 2.96% |
Portfolio Trend
14 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $953,146 | 106,023 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $428,873 | 47,337 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $425,086 | 47,337 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $411,358 | 47,337 | Shares | Sole | 2025-07-07 | |
| No 13F history on record for this holder in this stock. | ||||||