Whitaker Myers Wealth Managers, Ltd. Incresed Positions 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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.58K
+ 13.42%
$112.99 - $126.45 $630K - $705K
47.1K $5.94B
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
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.35K
+ 4.6%
$47.29 - $52.55 $159K - $176K
76.3K $4.01B
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
XLI
Industrial Sector Spdr

ETFs
966
+ 12.41%
$120.56 - $135.44 $116K - $131K
8.75K $1.19B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.35K
+ 10.15%
$53.41 - $57.9 $126K - $136K
25.5K $1.48B
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
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
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
796
+ 8.51%
$34.95 - $39.2 $27.8K - $31.2K
10.1K $395M
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
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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