Whitaker Myers Wealth Managers, Ltd. Purchases in Q3 2024

Whitaker Myers Wealth Managers, Ltd.

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
11.5K
+ 2.25%
$85.84 - $85.84 $987K - $987K
523K $50.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.3K
+ 4.48%
$77.02 - $85.06 $794K - $877K
241K $20.3B
PHYS
Sprott Physical Gold Trust

Financial Services
58.2K
+ 14.63%
$18.12 - $20.72 $1.05M - $1.21M
456K $9.29B
VBR
Vanguard Small Cap Value ETF

ETFs
3.5K
+ 4.93%
$179.99 - $201.6 $630K - $705K
74.4K $14.9B
VBK
Vanguard Small Cap Growth ETF

ETFs
3.5K
+ 7.79%
$240.48 - $267.94 $840K - $936K
48.3K $12.9B
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.1K
+ 17.58%
$73.43 - $80.37 $1.03M - $1.13M
94.1K $7.57B
IWP
Ishares Russell Mid Cap Growth

ETFs
7.53K
+ 8.22%
$103.87 - $117.59 $782K - $885K
99.1K $11.6B
ISRA
Vaneck ETF Tr Israel ETF

ETFs
19.4K
+ 8.58%
$34.57 - $39.14 $670K - $758K
245K $9.59B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
25.9K
+ 4.58%
$38.33 - $42.48 $992K - $1.1M
591K $24.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.91K
+ 14.59%
$92.63 - $105.69 $918K - $1.05M
77.8K $8.11B
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
8.18K
+ 4.94%
$50.67 - $56.52 $415K - $462K
174K $9.63B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.58K
+ 13.42%
$112.99 - $126.45 $630K - $705K
47.1K $5.94B
XLRE
Select Sector Spdr Tr Real Est

ETFs
14.6K
New
$38.04 - $45.36 $554K - $661K
14.6K $651M
PSLV
Sprott Physical Silver Trust

Financial Services
52.6K
+ 57.36%
$9.17 - $10.84 $483K - $571K
144K $1.51B
IWS
Ishares Russell Midcap Value E

ETFs
2.2K
+ 9.34%
$119.52 - $132.25 $262K - $290K
25.7K $3.4B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.6K
+ 21.39%
$50.25 - $50.74 $533K - $538K
60.2K $3.06B
AAPL
Apple Inc.

Technology
519
+ 3.37%
$207.23 - $234.82 $108K - $122K
15.9K $3.7B
AXON
Axon Enterprise, Inc.

Industrials
964
New
$286.16 - $399.6 $276K - $385K
964 $385M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.35K
+ 4.6%
$47.29 - $52.55 $159K - $176K
76.3K $4.01B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
802
New
$460.0 - $505.78 $369K - $406K
802 $373M
COST
Costco Wholesale Corp

Consumer Defensive
409
New
$801.83 - $917.05 $328K - $375K
409 $362M
PANW
Palo Alto Networks Inc

Technology
943
New
$294.18 - $368.01 $277K - $347K
943 $322M
SPGI
S&P Global Inc.

Financial Services
611
New
$446.32 - $527.38 $273K - $322K
611 $316M
AMGN
Amgen Inc

Healthcare
954
New
$309.38 - $337.38 $295K - $322K
954 $307M
GRMN
Garmin LTD

Technology
1.74K
New
$161.1 - $183.29 $280K - $319K
1.74K $306M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.05K
New
$217.89 - $392.15 $229K - $411K
1.05K $294M
WMB
Williams Companies, Inc.

Energy
5.56K
+ 57.72%
$41.24 - $46.22 $229K - $257K
15.2K $694M
FVD
First Tr Value Line Divid Inde

ETFs
1.06K
+ 2.2%
$40.45 - $45.49 $43K - $48.3K
49.3K $2.24B
IR
Ingersoll Rand Inc.

Industrials
2.62K
New
$86.9 - $100.4 $227K - $263K
2.62K $257M
LDOS
Leidos Holdings, Inc.

Technology
1.56K
New
$142.66 - $163.02 $223K - $255K
1.56K $255M
CL
Colgate Palmolive CO

Consumer Defensive
2.42K
New
$95.54 - $108.77 $231K - $263K
2.42K $251M
EMR
Emerson Electric CO

Industrials
2.21K
New
$98.19 - $118.87 $217K - $263K
2.21K $242M
XLI
Industrial Sector Spdr

ETFs
966
+ 12.41%
$120.56 - $135.44 $116K - $131K
8.75K $1.19B
ZS
Zscaler, Inc.

Technology
1.36K
New
$155.9 - $204.47 $212K - $279K
1.36K $233M
FISV
Fiserv Inc

Technology
1.22K
New
N/A
1.22K $219M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.35K
+ 10.15%
$53.41 - $57.9 $126K - $136K
25.5K $1.48B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.42K
New
$39.15 - $46.02 $173K - $203K
4.42K $202M
XLF
Financial Sector Spdr

ETFs
2.06K
+ 8.79%
$40.84 - $45.74 $84K - $94.1K
25.5K $1.15B
JPM
Jpmorgan Chase & CO

Financial Services
798
+ 29.79%
$194.9 - $224.8 $156K - $179K
3.48K $733M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
483
+ 3.77%
$111.9 - $124.28 $54K - $60K
13.3K $1.65B
ORCL
Oracle Corp

Technology
645
+ 29.96%
$125.9 - $170.35 $81.2K - $110K
2.8K $477M
NFLX
Netflix Inc

Communication Services
204
+ 56.67%
$598.55 - $722.26 $122K - $147K
564 $400M
AVUV
American Centy ETF Tr Avantis

ETFs
1.07K
+ 15.46%
$88.24 - $99.7 $94.4K - $107K
7.99K $767M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.53K
+ 18.17%
$71.45 - $75.64 $110K - $116K
9.98K $749M
IJK
Ishares S&P Midcap 400 Growth

ETFs
824
+ 5.52%
$84.81 - $93.54 $69.9K - $77.1K
15.8K $1.45B
CAT
Caterpillar Inc

Industrials
197
+ 20.54%
$316.8 - $391.12 $62.4K - $77.1K
1.16K $452M
RDVY
First Trust Rising Dividend Ac

ETFs
309
+ 1.24%
$53.68 - $59.24 $16.6K - $18.3K
25.3K $1.5B
TDG
Trans Digm Group Inc

Industrials
60
+ 26.91%
$1202.03 - $1427.41 $72.1K - $85.6K
283 $404M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
733
+ 1.57%
$27.67 - $31.22 $20.3K - $22.9K
47.4K $1.47B
Activity Summary
Buys All Purchases 75 New Holdings 17 Increased Positions 58 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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