Whitaker Myers Wealth Managers, Ltd. Incresed Positions 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
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
SCHV
Schwab Strategic Tr Us Large C

ETFs
19.8K
+ 5.56%
$25.77 - $27.6 $511K - $548K
377K $10B
JPM
Jpmorgan Chase & CO

Financial Services
2.37K
+ 64.24%
$225.19 - $279.95 $534K - $664K
6.07K $1.49B
ISRA
Vaneck ETF Tr Israel ETF

ETFs
21.1K
+ 7.76%
$42.18 - $47.24 $890K - $997K
293K $12.4B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.83K
+ 6.73%
$110.75 - $119.78 $424K - $458K
60.7K $7.02B
VBR
Vanguard Small Cap Value ETF

ETFs
7.49K
+ 9.66%
$183.02 - $207.75 $1.37M - $1.56M
85K $15.8B
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
AXON
Axon Enterprise, Inc.

Industrials
652
+ 167.61%
$496.65 - $710.01 $324K - $463K
1.04K $548M
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
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
FLQH
Franklin Templeton Libertyq In

ETFs
1.5K
+ 8.04%
N/A
20.1K $656M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.57K
+ 9.81%
$53.6 - $58.97 $138K - $152K
28.8K $1.58B
QQQ
Invesco Qqq Trust, Series 1

ETFs
386
+ 17.4%
$468.34 - $539.52 $181K - $208K
2.6K $1.22B
OUNZ
Van Eck Merk Gold Trust

ETFs
54
+ 0.36%
$25.41 - $30.14 $1.37K - $1.63K
15.3K $460M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.91%
$442.66 - $534.52 $3.54K - $4.28K
891 $475M
IWP
Ishares Russell Mid Cap Growth

ETFs
9K
+ 8.35%
$114.9 - $139.6 $1.03M - $1.26M
117K $13.7B
AMD
Advanced Micro Devices Inc

Technology
1.1K
+ 34.53%
$96.63 - $129.55 $107K - $143K
4.3K $442M
CRWD
Crowd Strike Holdings, Inc.

Technology
91
+ 7.37%
$308.86 - $455.36 $28.1K - $41.4K
1.33K $467M
TMUS
T Mobile Us, Inc.

Communication Services
1
+ 0.11%
$211.3 - $272.83 $211 - $273
946 $252M
PANW
Palo Alto Networks Inc

Technology
406
+ 17.28%
$167.82 - $208.28 $68.1K - $84.6K
2.76K $470M
GOOG
Alphabet Inc.

Communication Services
1.09K
+ 28.91%
$156.06 - $207.71 $170K - $226K
4.85K $757M
NUE
Nucor Corp

Basic Materials
231
+ 7.56%
$114.48 - $142.52 $26.4K - $32.9K
3.29K $396M
RDVY
First Trust Rising Dividend Ac

ETFs
645
+ 2.55%
$57.22 - $63.39 $36.9K - $40.9K
25.9K $1.52B
IWS
Ishares Russell Midcap Value E

ETFs
926
+ 3.3%
$122.59 - $135.24 $114K - $125K
29K $3.65B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
1.13K
+ 11.62%
$36.14 - $40.81 $40.8K - $46.1K
10.9K $402M
DBAW
Xtrackers Msci All World Ex Us

ETFs
149
+ 1.81%
$33.88 - $36.42 $5.05K - $5.43K
8.39K $297M
SMOT
Vaneck ETF Tr Morningstar Smid
763
+ 12.96%
N/A
6.65K $218M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
57
+ 0.74%
$59.15 - $62.71 $3.37K - $3.57K
7.71K $476M
VNLA
Janus Henderson Short Duration

ETFs
133
+ 3.01%
$48.89 - $49.21 $6.5K - $6.54K
4.56K $224M
VTV
Vanguard Value ETF

ETFs
9
+ 0.63%
$167.73 - $179.21 $1.51K - $1.61K
1.44K $248M
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 0.04%
$79.17 - $82.04 $79.2 - $82
2.79K $228M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
439
+ 9.78%
$40.15 - $47.73 $17.6K - $21K
4.93K $200M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
198
+ 2.97%
$89.18 - $104.04 $17.7K - $20.6K
6.86K $628M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
819
+ 7.57%
$36.64 - $45.76 $30K - $37.5K
11.6K $437M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
410
+ 0.86%
$21.23 - $23.75 $8.7K - $9.74K
47.8K $1.03B
GOOGL
Alphabet Inc.

Communication Services
141
+ 6.19%
$154.33 - $206.19 $21.8K - $29.1K
2.42K $374M
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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