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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Whitaker-Myers Wealth Managers, LTD.

Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001667731-25-000415

Total Value
$356.5M
Positions
113
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (113)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANECK ETF TRUST92189F643618,823$54.5M15.27%
2DBX ETF TR233051200722,327$31.3M8.77%
3SCHWAB STRATEGIC TR808524797899,104$25.1M7.05%
4INVESCO EXCH TRADED FD TR IIIVZ127,989$24.7M6.93%
5VANGUARD INDEX FDS92290861184,954$15.8M4.44%
6SPROTT PHYSICAL GOLD TRSII625,352$15.0M4.22%
7VANGUARD INDEX FDS92290859557,119$14.4M4.03%
8ISHARES TR464287481116,775$13.7M3.85%
9WISDOMTREE TRWT289,676$12.7M3.55%
10J P MORGAN EXCHANGE TRADED F46641Q837248,405$12.6M3.53%
11VANECK ETF TRUST92189F635293,088$12.4M3.47%
12INVESCO EXCHANGE TRADED FD TIVZ208,563$11.0M3.09%
13SCHWAB STRATEGIC TR808524409376,533$10.0M2.81%
14SCHWAB STRATEGIC TR808524300391,903$9.8M2.75%
15VANGUARD INDEX FDS92290836316,025$8.2M2.31%
16VANGUARD INTL EQUITY INDEX F92204271860,721$7.0M1.97%
17SPROTT PHYSICAL SILVER TRSII450,074$5.2M1.46%
18APPLE INCAAPL18,558$4.1M1.16%
19PACER FDS TR69374H10573,815$3.8M1.07%
20ISHARES TR46428747328,959$3.6M1.02%
21NVIDIA CORPORATIONNVDA25,099$2.7M0.76%
22FIRST TR VALUE LINE DIVID IN33734H10646,919$2.1M0.59%
23SPDR S&P 500 ETF TRSPY3,040$1.7M0.48%
24PACER FDS TR69374H88128,780$1.6M0.44%
25FIRST TR EXCHANGE TRADED FD33738R50625,924$1.5M0.43%
26JPMORGAN CHASE & CO.VYLD6,067$1.5M0.42%
27ISHARES TR46428715011,927$1.5M0.41%
28MICROSOFT CORPMSFT3,838$1.4M0.40%
29VANGUARD INDEX FDS9229087363,780$1.4M0.39%
30PACER FDS TR69374H68347,609$1.4M0.39%
31FIRST TR EXCHANGE-TRADED FD33733E10415,301$1.4M0.38%
32WISDOMTREE BITCOIN FDWT15,253$1.3M0.37%
33ISHARES TR46428770511,102$1.3M0.37%
34AMAZON COM INCAMZN6,791$1.3M0.36%
35PACER FDS TR69374H20435,705$1.2M0.35%
36INVESCO QQQ TRIVZ2,604$1.2M0.34%
37ISHARES TR46428756419,562$1.2M0.34%
38RPM INTL INC7496851039,973$1.2M0.32%
39ISHARES TR46428760613,612$1.1M0.32%
40META PLATFORMS INCMETA1,813$1.0M0.29%
41SELECT SECTOR SPDR TR81369Y60520,894$1.0M0.29%
42SCHWAB STRATEGIC TR80852410247,816$1.0M0.29%
43NETFLIX INCNFLX1,013$944,6530.26%
44SELECT SECTOR SPDR TR81369Y8034,545$938,4690.26%
45SCHWAB STRATEGIC TR80852460739,215$918,7970.26%
46PROGRESSIVE CORP7433151033,074$869,9160.24%
47ALPHABET INCGOOG4,847$757,2550.21%
48AMERICAN CENTY ETF TR0250728778,321$725,3690.20%
49TESLA INCTSLA2,711$702,4590.20%
50VANGUARD INDEX FDS9229087692,449$673,0240.19%
51FRANKLIN TEMPLETON ETF TRFGDL20,119$655,6900.18%
52WILLIAMS COS INC96945710010,919$652,5020.18%
53COSTCO WHSL CORP NEW22160K105671$634,7190.18%
54INVESCO EXCHANGE TRADED FD TIVZ6,861$627,9750.18%
55ISHARES TR46428750710,695$624,0470.18%
56AXON ENTERPRISE INCAXON1,041$547,5140.15%
57NORTHERN LTS FD TR IVNTRSO14,215$545,9830.15%
58ISHARES TR4642883077,643$545,9060.15%
59ORACLE CORPORCL-PD3,686$515,3750.14%
60ARISTA NETWORKS INCANET6,578$509,6630.14%
61S&P GLOBAL INCSPGI972$493,8730.14%
62TIDAL ETF TR88636423126,633$484,0550.14%
63VANGUARD BD INDEX FDS9219378356,499$477,3350.13%
64INVESCO EXCH TRADED FD TR IIIVZ7,713$476,0630.13%
65AMERICAN EXPRESS COAXP1,769$475,8640.13%
66BERKSHIRE HATHAWAY INC DELBRK-A891$474,5290.13%
67PALO ALTO NETWORKS INCPANW2,755$470,1130.13%
68CATERPILLAR INCCAT1,418$467,7850.13%
69CROWDSTRIKE HLDGS INCCRWD1,325$467,1690.13%
70PALANTIR TECHNOLOGIES INCPLTR5,450$459,9800.13%
71VANECK MERK GOLD ETFOUNZ15,250$459,6350.13%
72QUALCOMM INCQCOM2,961$454,7700.13%
73GARMIN LTDGRMN2,075$450,5450.13%
74ACCENTURE PLC IRELANDACN1,434$447,4650.13%
75ADVANCED MICRO DEVICES INCAMD4,301$441,8420.12%
76ABBOTT LABSABLZF3,310$439,0550.12%
77PACER FDS TR69374H85711,642$436,5910.12%
78GOLDMAN SACHS GROUP INCGSCE775$423,1740.12%
79EMERSON ELEC COEMR3,823$419,1670.12%
80CADENCE DESIGN SYSTEM INCCDNS1,583$402,6040.11%
81TIMOTHY PLAN88743234210,851$401,7880.11%
82NUCOR CORPNUE3,287$395,6080.11%
83GE VERNOVA INCGEV1,266$386,4840.11%
84BANK NEW YORK MELLON CORP0640581004,510$378,2540.11%
85QUANTA SVCS INC74762E1021,478$375,6790.11%
86ALPHABET INCGOOG2,418$373,9840.10%
87SPDR GOLD TRGLD1,184$341,1580.10%
88NORTHERN LTS FD TR IVNTRSO1,634$335,7030.09%
89EATON CORP PLCETN1,175$319,4000.09%
90NORTHERN LTS FD TR IVNTRSO8,016$302,4520.08%
91TIMOTHY PLAN8874323268,000$300,9460.08%
92ISHARES SILVER TRSLV9,696$300,4790.08%
93VANGUARD STAR FDS9219097684,820$299,3050.08%
94NORTHERN LTS FD TR IVNTRSO9,726$299,0260.08%
95DBX ETF TR2330518208,391$296,9860.08%
96VISA INCV835$292,4670.08%
97ISHARES TR46435G8478,186$273,7360.08%
98FISERV INCFISV1,220$269,4130.08%
99AMPHENOL CORP NEW0320951014,044$265,2460.07%
100NORTHERN LTS FD TR IVNTRSO7,702$262,7970.07%
101T-MOBILE US INCTMUSZ946$252,2660.07%
102VANGUARD INDEX FDS9229087441,438$248,4080.07%
103INVESCO ACTVELY MNGD ETC FDIVZ17,373$236,7940.07%
104ARES CAPITAL CORPARCC10,479$232,2150.07%
105WISDOMTREE TRWT2,896$231,2510.06%
106VANGUARD SCOTTSDALE FDS92206C8702,785$227,6740.06%
107JANUS DETROIT STR TR47103U8864,556$223,9330.06%
108VANECK ETF TRUST92189H7306,650$218,0390.06%
109INVESCO EXCH TRADED FD TR IIIVZ4,926$200,4850.06%
110RAYONIER ADVANCED MATLS INCRYN30,550$175,6630.05%
111NEXTNAV INCNXNVW10,180$44,7920.01%
112VOLATILITY SHS TR92864M40023,150$42,4800.01%
113LUCID GROUP INCLCID15,580$37,7040.01%