Long-term investor
Whitaker-myers Wealth Managers, Ltd. @whitakermyerswealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001973849).
Record
- Tracked since 2025-06-30 (467 days), 175 trades recorded
- Returns: week n/a · month n/a · 90 days -0.4% · 6 months +5.9% · 1 year +5.5% · all +5.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92189F643 · 7.8% · long · since 2025-09-30
- 46138G649 · 6.6% · long · since 2025-09-30
- 233051200 · 6.4% · long · since 2025-09-30
- 46138E339 · 6.2% · long · since 2025-09-30
- 808524797 · 5.9% · long · since 2025-09-30
- 46138E222 · 4.7% · long · since 2025-09-30
- 922908595 · 4.4% · long · since 2025-09-30
- 922908611 · 4.4% · long · since 2025-09-30
- 922040845 · 4.0% · long · since 2025-09-30
- 922908363 · 3.6% · long · since 2025-09-30
- 46138E230 · 3.1% · long · since 2025-09-30
- 46641Q837 · 3.1% · long · since 2025-09-30