Whitaker Myers Wealth Managers, Ltd. Purchases in Q1 2025

Whitaker Myers Wealth Managers, Ltd.

  • $357 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHYS
Sprott Physical Gold Trust

Financial Services
289K
+ 85.72%
$20.25 - $24.06 $5.85M - $6.94M
625K $15B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
59.9K
+ 9.04%
$41.61 - $44.72 $2.49M - $2.68M
722K $31.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
84.1K
+ 10.32%
$27.01 - $28.54 $2.27M - $2.4M
899K $25.1B
PSLV
Sprott Physical Silver Trust

Financial Services
207K
+ 84.9%
$9.86 - $11.68 $2.04M - $2.41M
450K $5.22B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
61.1K
+ 10.95%
N/A
619K $54.5B
EPI
Wisdomtree Tr India Earnings F

ETFs
45.7K
+ 18.71%
$40.08 - $45.85 $1.83M - $2.09M
290K $12.7B
ICF
Ishares Tr

ETFs
19.6K
New
$57.98 - $63.8 $1.13M - $1.25M
19.6K $1.2B
Wisdomtree Bitcoin Fd
12.9K
+ 548.24%
N/A
15.3K $1.33B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18.1K
+ 7.85%
$50.39 - $50.66 $911K - $916K
248K $12.6B
PGR
Progressive Corp

Financial Services
3.07K
New
$235.61 - $291.22 $724K - $895K
3.07K $870M
JPM
Jpmorgan Chase & CO

Financial Services
2.37K
+ 64.24%
$225.19 - $279.95 $534K - $664K
6.07K $1.49B
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
19.6K
+ 10.39%
$51.6 - $58.13 $1.01M - $1.14M
209K $11B
ISRA
Vaneck ETF Tr Israel ETF

ETFs
21.1K
+ 7.76%
$42.18 - $47.24 $890K - $997K
293K $12.4B
ORCL
Oracle Corp

Technology
3.69K
New
$139.81 - $186.47 $515K - $687K
3.69K $515M
Arista Networks Inc
6.58K
New
N/A
6.58K $510M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.83K
+ 6.73%
$110.75 - $119.78 $424K - $458K
60.7K $7.02B
SPGI
S&P Global Inc.

Financial Services
972
New
$478.26 - $543.77 $465K - $529K
972 $494M
Tidal ETF Tr
26.6K
New
N/A
26.6K $484M
AXP
American Express CO

Financial Services
1.77K
New
$255.39 - $325.87 $452K - $576K
1.77K $476M
VBR
Vanguard Small Cap Value ETF

ETFs
7.49K
+ 9.66%
$183.02 - $207.75 $1.37M - $1.56M
85K $15.8B
CAT
Caterpillar Inc

Industrials
1.42K
New
$326.75 - $407.63 $463K - $578K
1.42K $468M
QCOM
Qualcomm Inc

Technology
2.96K
New
$151.94 - $175.86 $450K - $521K
2.96K $455M
GRMN
Garmin LTD

Technology
2.08K
New
$204.55 - $241.93 $424K - $502K
2.08K $451M
ACN
Accenture PLC

Technology
1.43K
New
$300.91 - $398.25 $432K - $571K
1.43K $447M
ABT
Abbott Laboratories

Healthcare
3.31K
New
$111.1 - $140.22 $368K - $464K
3.31K $439M
GS
Goldman Sachs Group Inc

Financial Services
775
New
$524.81 - $672.19 $407K - $521K
775 $423M
EMR
Emerson Electric CO

Industrials
3.82K
New
$108.64 - $131.17 $415K - $501K
3.82K $419M
NFLX
Netflix Inc

Communication Services
411
+ 68.27%
$828.4 - $1058.6 $340K - $435K
1.01K $945M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.49K
+ 10.24%
$507.05 - $563.67 $755K - $839K
16K $8.24B
CDNS
Cadence Design Systems Inc

Technology
1.58K
New
$233.96 - $324.52 $370K - $514K
1.58K $403M
Ge Vernova Inc
1.27K
New
N/A
1.27K $386M
BK
Bank Of New York Mellon Corp

Financial Services
4.51K
New
$75.42 - $88.95 $340K - $401K
4.51K $378M
PWR
Quanta Services, Inc.

Industrials
1.48K
New
$236.71 - $358.03 $350K - $529K
1.48K $376M
GLD
Spdr Gold Trust

ETFs
1.18K
New
$243.19 - $288.14 $288K - $341K
1.18K $341M
Northern Lts Fd Tr Iv
1.63K
New
N/A
1.63K $336M
ETN
Eaton Corp PLC

Industrials
1.18K
New
$271.83 - $371.23 $319K - $436K
1.18K $319M
AXON
Axon Enterprise, Inc.

Industrials
652
+ 167.61%
$496.65 - $710.01 $324K - $463K
1.04K $548M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
8.02K
New
$36.86 - $39.26 $295K - $315K
8.02K $302M
TPHD
Timothy Plan High Divid Stk Et

ETFs
8K
New
$36.09 - $38.27 $289K - $306K
8K $301M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
17.4K
New
$13.05 - $13.97 $227K - $243K
17.4K $237M
ARCC
Ares Capital Corp

Financial Services
10.5K
New
$21.28 - $23.81 $223K - $250K
10.5K $232M
XLF
Financial Sector Spdr

ETFs
3.56K
+ 20.56%
$47.32 - $52.19 $169K - $186K
20.9K $1.04B
PLTR
Palantir Technologies Inc.

Technology
1.95K
+ 55.89%
$64.98 - $124.62 $127K - $244K
5.45K $460M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
30.6K
New
$5.24 - $8.37 $160K - $256K
30.6K $176M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.69K
+ 18.01%
$117.4 - $131.02 $199K - $222K
11.1K $1.33B
COST
Costco Wholesale Corp

Consumer Defensive
142
+ 26.84%
$890.62 - $1076.86 $126K - $153K
671 $635M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.61K
+ 23.7%
$81.62 - $96.63 $213K - $252K
13.6K $1.13B
META
Meta Platforms, Inc.

Communication Services
256
+ 16.44%
$576.36 - $736.67 $148K - $189K
1.81K $1.04B
XLK
Technology Sector Spdr

ETFs
1.06K
+ 30.45%
$206.38 - $242.18 $219K - $257K
4.55K $938M
Activity Summary
Buys All Purchases 84 New Holdings 28 Increased Positions 56 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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