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
VUG
Vanguard Growth ETF

ETFs
181
+ 3.92%
$341.08 - $391.94 $61.7K - $70.9K
4.79K $1.84B
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
477
+ 1.3%
$34.06 - $37.17 $16.2K - $17.7K
37.2K $1.38B
AXP
American Express CO

Financial Services
143
+ 9.78%
$225.92 - $271.17 $32.3K - $38.8K
1.61K $435M
ITOT
Ishares Core S&P Total U.S. St

ETFs
15
+ 0.11%
$113.41 - $125.62 $1.7K - $1.88K
13.6K $1.71B
GWW
W.W. Grainger, Inc.

Industrials
42
+ 12.39%
$896.19 - $1044.18 $37.6K - $43.9K
381 $396M
XLK
Technology Sector Spdr

ETFs
405
+ 8.87%
$197.34 - $237.68 $79.9K - $96.3K
4.97K $1.12B
OUNZ
Van Eck Merk Gold Trust

ETFs
1.41K
+ 10.54%
$22.51 - $25.83 $31.8K - $36.5K
14.8K $376M
ISRG
Intuitive Surgical Inc

Healthcare
51
+ 5.58%
$416.14 - $494.01 $21.2K - $25.2K
965 $474M
HD
Home Depot, Inc.

Consumer Cyclical
49
+ 6.86%
$333.64 - $405.2 $16.3K - $19.9K
763 $309M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
75
+ 0.47%
$59.93 - $66.52 $4.49K - $4.99K
15.9K $1.06B
BIBL
Northern Lts Fd Tr Iv

ETFs
139
+ 0.67%
$36.61 - $40.67 $5.09K - $5.65K
21K $854M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
351
+ 2.0%
$28.91 - $32.54 $10.1K - $11.4K
17.9K $577M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
566
+ 5.63%
$42.22 - $48.62 $23.9K - $27.5K
10.6K $494M
ISMD
Northern Lts Fd Tr Iv

ETFs
591
+ 7.29%
$34.03 - $38.37 $20.1K - $22.7K
8.7K $330M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
468
+ 6.31%
$39.98 - $43.99 $18.7K - $20.6K
7.88K $347M
GOOG
Alphabet Inc.

Communication Services
557
+ 17.22%
$149.54 - $192.66 $83.3K - $107K
3.79K $634M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.37%
$94.31 - $103.26 $2.36K - $2.58K
6.76K $693M
AMD
Advanced Micro Devices Inc

Technology
164
+ 6.37%
$128.67 - $183.96 $21.1K - $30.2K
2.74K $450M
SLV
I Shares Silver Trust

ETFs
340
+ 3.09%
$24.33 - $29.38 $8.27K - $9.99K
11.3K $322M
GOOGL
Alphabet Inc.

Communication Services
349
+ 16.11%
$148.65 - $191.18 $51.9K - $66.7K
2.52K $417M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11
+ 0.38%
$75.88 - $83.21 $835 - $915
2.94K $245M
KLAC
Kla Corp

Technology
32
+ 7.57%
$696.17 - $892.35 $22.3K - $28.6K
455 $352M
MSFT
Microsoft Corp

Technology
132
+ 3.13%
$395.15 - $467.56 $52.2K - $61.7K
4.36K $1.87B
CDNS
Cadence Design Systems Inc

Technology
106
+ 9.19%
$246.84 - $321.11 $26.2K - $34K
1.26K $341M
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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