Whitakermyers-Wealth-Managers

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ACN",
  "ABT",
  "GOOGL",
  "AXP",
  "CAT",
  "ARCC",
  "DBEF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  "QCOM",
  "EMR",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  "ICF",
  "IWS",
  null,
  "PWR",
  "MSFT",
  "TMUS",
  null,
  null,
  "ANET",
  "ORCL",
  null,
  null,
  "PANW",
  "PGR",
  "IJK",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  null,
  null,
  null,
  "SPGI",
  null,
  null,
  "GLD",
  "VSS",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "AXON",
  "APH",
  "AMD",
  "FI",
  "IWP",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  null,
  "LCID",
  null,
  "VUG",
  "VXUS",
  "VBK",
  "BND",
  "VBR",
  "VOO",
  "VTV",
  "V",
  "WMB",
  null,
  null,
  "GRMN",
  "SCHD",
  "SCHG",
  "SCHA",
  "RYAM",
  null,
  null,
  "GEV",
  "NUE",
  null,
  null,
  "BK",
  "BRK-B",
  "CDNS",
  "COST",
  "CRWD",
  "IJJ",
  "QQQ",
  "ETN",
  "GOOG",
  "TSLA",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 113
Total Value: 356545497
Accession Number: 0001667731-25-000415
Form Type: 13F-HR
CIK: whitakermyers-wealth-managers
Manager Name: Whitakermyers-Wealth-Managers

Data Enrichment

62% identified

70 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $356.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:25.1K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$356.5M)

33734H106

Shares:46.9K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$356.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.0K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$356.5M)

69374H881

Shares:28.8K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$356.5M)

33738R506

Shares:25.9K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$356.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:6.1K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$356.5M)

464287150

ITOT|464287150

Shares:11.9K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$356.5M)

MICROSOFT CORP

MSFT|594918104

Shares:3.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.5M)

922908736

VUG|922908736

Shares:3.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.5M)

69374H683

Shares:47.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.5M)

33733E104

Shares:15.3K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$356.5M)

97720F101

Shares:15.3K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$356.5M)

464287705

IJJ|464287705

Shares:11.1K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$356.5M)

AMAZON COM INC

AMZN|023135106

Shares:6.8K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$356.5M)

69374H204

Shares:35.7K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.5M)

464287564

ICF|464287564

Shares:19.6K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.5M)

RPM INTERNATIONAL INC/DE/

RPM|749685103

Shares:10.0K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$356.5M)

464287606

IJK|464287606

Shares:13.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$356.5M)

Meta Platforms, Inc.

META|30303M102

Shares:1.8K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$356.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	25.1K	QoQ +13.18% (-2.9K) YoY +1185.15% (+23.1K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$356.5M)	QoQ -8.65% (-$257.8K) YoY +54.16% (+$955.7K)
(cusip33734H106)✕	46.9K	QoQ -1.09% (-519) YoY -5.46% (-2.7K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$356.5M)	QoQ +1.05% (-$21.9K) YoY -0.18% (-$3.8K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.0K	QoQ -71.39% (-7.6K) YoY +5.40% (+156)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$356.5M)	QoQ -72.69% (-$4.5M) YoY +12.75% (+$192.3K)
(cusip69374H881)✕	28.8K	QoQ +9.80% (+2.6K) YoY +41.04% (+8.4K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$356.5M)	QoQ +6.46% (+$95.7K) YoY +32.91% (+$390.3K)
(cusip33738R506)✕	25.9K	QoQ +2.55% (+645) YoY +11.91% (+2.8K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$356.5M)	QoQ +1.51% (+$22.6K) YoY +16.64% (+$216.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.1K	QoQ +64.23% (+2.4K) YoY +176.77% (+3.9K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$356.5M)	QoQ +68.09% (+$602.9K) YoY +239.01% (+$1.0M)
(ITOTcusip464287150)	11.9K	QoQ -15.00% (-2.1K) YoY -18.06% (-2.6K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$356.5M)	QoQ -19.36% (-$349.6K) YoY -13.29% (-$223.1K)
MICROSOFT CORP(MSFTcusip594918104)	3.8K	QoQ -11.03% (-476) YoY -5.30% (-215)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.5M)	QoQ -20.75% (-$377.3K) YoY -15.50% (-$264.5K)
(VUGcusip922908736)	3.8K	QoQ -6.66% (-270) YoY -27.51% (-1.4K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.5M)	QoQ -15.66% (-$260.4K) YoY -21.89% (-$393.0K)
(cusip69374H683)✕	47.6K	QoQ -0.76% (-368) YoY +1.90% (+890)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.5M)	QoQ +4.84% (-$64.5K) YoY +2.78% (+$37.8K)
(cusip33733E104)✕	15.3K	QoQ -5.22% (-843) YoY -15.11% (-2.7K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$356.5M)	QoQ -3.25% (-$46.2K) YoY -11.16% (-$172.4K)
(cusip97720F101)✕	15.3K	QoQ +548.23% (+12.9K) YoY NEW(+15.3K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$356.5M)	QoQ +473.42% (+$1.1M) YoY NEW(+$1.3M)
(IJJcusip464287705)	11.1K	QoQ +18.00% (+1.7K) YoY -29.06% (-4.5K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$356.5M)	QoQ +13.06% (+$153.6K) YoY -28.20% (-$522.2K)
AMAZON COM INC(AMZNcusip023135106)	6.8K	QoQ -4.17% (-296) YoY +6.39% (+408)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$356.5M)	QoQ -16.89% (-$262.7K) YoY +12.21% (+$140.6K)
(cusip69374H204)✕	35.7K	QoQ -1.77% (-644) YoY -3.02% (-1.1K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.5M)	QoQ -7.86% (-$105.5K) YoY -6.87% (-$91.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.6K	QoQ +17.40% (+386) YoY -20.34% (-665)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.5M)	QoQ +7.68% (+$87.2K) YoY -15.89% (-$230.8K)
(ICFcusip464287564)	19.6K	QoQ NEW(+19.6K) YoY NEW(+19.6K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.5M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
RPM INTERNATIONAL INC/DE/(RPMcusip749685103)	10.0K	QoQ -1.99% (-203) YoY NEW(+10.0K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$356.5M)	QoQ -7.87% (-$98.6K) YoY NEW(+$1.2M)
(IJKcusip464287606)	13.6K	QoQ +23.70% (+2.6K) YoY -0.56% (-78)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$356.5M)	QoQ +13.28% (+$132.9K) YoY -9.25% (-$115.7K)
Meta Platforms, Inc.(METAcusip30303M102)	1.8K	QoQ +16.44% (+256) YoY +99.44% (+904)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$356.5M)	QoQ +14.56% (+$132.8K) YoY +136.65% (+$603.2K)