Portfolio (Quarterly)
Guide ↗
Whitaker-Myers Wealth Managers, LTD.
· CIK 0001973849| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KO | COCA COLA CO | Consumer Defensive | 29,134 | $2.2M | 0.44% | SOLD |
| 2 | AXP | AMERICAN EXPRESS CO | Financial Services | 7,000 | $2.1M | 0.42% | SOLD |
| 3 | PANW | PALO ALTO NETWORKS INC | Technology | 13,148 | $2.1M | 0.42% | SOLD |
| 4 | FSLR | FIRST SOLAR INC | Energy | 9,839 | $1.9M | 0.39% | SOLD |
| 5 | QXO | QXO INC | Industrials | 99,865 | $1.9M | 0.39% | SOLD |
| 6 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 4,613 | $1.8M | 0.35% | SOLD |
| 7 | XLE | SELECT SECTOR SPDR TR | — | 21,838 | $1.3M | 0.27% | SOLD |
| 8 | META | META PLATFORMS INC | Communication Services | 549 | $314K | 0.06% | SOLD |
Sector Allocation
Technology
28.8%
Financial Services
19.1%
Industrials
18.1%
Consumer Cyclical
11.1%
Healthcare
8.8%
Utilities
5.9%
Communication Services
3.4%
Consumer Defensive
2.8%
Basic Materials
2.0%