Whitaker Myers Wealth Managers, Ltd. Purchases in Q4 2024

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
170K
+ 282.49%
$50.37 - $50.6 $8.57M - $8.61M
230K $11.6B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
34.8K
+ 33.47%
$198.04 - $221.51 $6.9M - $7.72M
139K $29.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
9.79K
+ 1168.14%
$567.81 - $607.81 $5.56M - $5.95M
10.6K $6.23B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
71K
+ 12.01%
$40.97 - $42.66 $2.91M - $3.03M
662K $27.4B
VBK
Vanguard Small Cap Growth ETF

ETFs
6.47K
+ 13.39%
$264.18 - $304.19 $1.71M - $1.97M
54.8K $15.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
299K
+ 383.79%
$25.93 - $105.3 $7.75M - $31.5M
377K $10.5B
ISRA
Vaneck ETF Tr Israel ETF

ETFs
26.9K
+ 10.96%
$37.75 - $44.57 $1.01M - $1.2M
272K $11.8B
IWP
Ishares Russell Mid Cap Growth

ETFs
8.65K
+ 8.73%
$116.4 - $138.52 $1.01M - $1.2M
108K $13.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
574K
+ 238.58%
$26.93 - $84.95 $15.5M - $48.8M
815K $22.3B
SCHV
Schwab Strategic Tr Us Large C

ETFs
263K
+ 278.93%
$25.79 - $80.4 $6.77M - $21.1M
357K $9.3B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
34.4K
+ 6.57%
N/A
558K $51.7B
AAPL
Apple Inc.

Technology
2.33K
+ 14.65%
$221.69 - $259.02 $517K - $604K
18.2K $4.57B
PSLV
Sprott Physical Silver Trust

Financial Services
99K
+ 68.57%
$9.65 - $11.76 $955K - $1.16M
243K $2.35B
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
15.1K
+ 8.7%
$54.63 - $62.03 $826K - $938K
189K $10.5B
TSLA
Tesla, Inc.

Consumer Cyclical
183
+ 4.21%
$213.65 - $479.86 $39.1K - $87.8K
4.53K $1.83B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
9.77K
+ 20.74%
$114.08 - $125.68 $1.11M - $1.23M
56.9K $6.51B
UBER
Uber Technologies, Inc

Technology
9.44K
New
$59.93 - $86.34 $566K - $815K
9.44K $570M
AVGO
Broadcom Inc.

Technology
2.34K
New
$159.67 - $250.0 $373K - $584K
2.34K $542M
LLY
Eli Lilly & CO

Healthcare
617
New
$727.2 - $932.06 $449K - $575K
617 $476M
SHOP
Shopify Inc.

Technology
4.31K
New
$78.14 - $119.49 $337K - $515K
4.31K $459M
NVDA
Nvidia Corp

Technology
1.4K
+ 6.71%
$117.0 - $148.88 $163K - $208K
22.2K $2.98B
WMT
Walmart Inc.

Consumer Defensive
4.99K
New
$79.1 - $95.7 $395K - $478K
4.99K $451M
EPI
Wisdomtree Tr India Earnings F

ETFs
33.5K
+ 15.89%
$45.09 - $50.08 $1.51M - $1.68M
244K $11B
VBR
Vanguard Small Cap Value ETF

ETFs
3.05K
+ 4.09%
$197.36 - $217.3 $601K - $662K
77.5K $15.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
883
New
$442.29 - $483.08 $391K - $427K
883 $400M
BAC
Bank Of America Corp

Financial Services
8.86K
New
$39.22 - $47.77 $348K - $423K
8.86K $389M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.97K
New
$172.07 - $207.36 $339K - $408K
1.97K $389M
KO
Coca Cola CO

Consumer Defensive
5.96K
New
$61.74 - $71.71 $368K - $428K
5.96K $371M
DIS
Walt Disney CO

Communication Services
3.33K
New
$92.39 - $117.6 $307K - $391K
3.33K $370M
XOM
Exxon Mobil Corp

Energy
3.33K
New
$105.51 - $125.37 $351K - $417K
3.33K $358M
AMZN
Amazon Com Inc

Consumer Cyclical
582
+ 8.95%
$180.88 - $232.93 $105K - $136K
7.09K $1.55B
GE
General Electric CO

Industrials
2.02K
New
$159.95 - $194.23 $323K - $393K
2.02K $337M
VEA
Vanguard Ftse Developed Market

ETFs
6.99K
New
$47.57 - $52.44 $333K - $367K
6.99K $334M
T
At&T Inc.

Communication Services
14.6K
New
$21.22 - $23.88 $309K - $348K
14.6K $332M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.82K
New
$77.25 - $91.3 $295K - $348K
3.82K $326M
VZ
Verizon Communications Inc

Communication Services
8.12K
New
$39.6 - $45.21 $321K - $367K
8.12K $325M
SBUX
Starbucks Corp

Consumer Cyclical
3.53K
New
$87.44 - $102.5 $309K - $362K
3.53K $322M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.16K
New
$51.09 - $55.27 $315K - $341K
6.16K $315M
JNJ
Johnson & Johnson

Healthcare
2.13K
New
$143.34 - $165.86 $305K - $353K
2.13K $308M
SONY
Sony Group Corp

Technology
14.5K
New
$17.53 - $96.8 $254K - $1.4M
14.5K $307M
TGT
Target Corp

Consumer Defensive
2.21K
New
$121.59 - $160.69 $268K - $355K
2.21K $298M
GM
General Motors CO

Consumer Cyclical
5.49K
New
$44.82 - $60.2 $246K - $331K
5.49K $293M
META
Meta Platforms, Inc.

Communication Services
472
+ 43.5%
$554.08 - $632.68 $262K - $299K
1.56K $912M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.05K
New
$125.36 - $147.37 $256K - $302K
2.05K $269M
V
Visa Inc.

Financial Services
739
+ 98.01%
$273.87 - $320.91 $202K - $237K
1.49K $472M
PLTR
Palantir Technologies Inc.

Technology
3.5K
New
$36.46 - $82.38 $127K - $288K
3.5K $264M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.08K
New
$82.28 - $117.52 $253K - $361K
3.08K $261M
SQ
Block, Inc.

Technology
3.01K
New
$65.06 - $98.92 $196K - $298K
3.01K $256M
COIN
Coinbase Global, Inc.

Technology
1.02K
New
$163.17 - $343.62 $167K - $351K
1.02K $254M
Activity Summary
Buys All Purchases 84 New Holdings 36 Increased Positions 48 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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