Whitaker Myers Wealth Managers, Ltd. Incresed Positions 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
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
NVDA
Nvidia Corp

Technology
1.4K
+ 6.71%
$117.0 - $148.88 $163K - $208K
22.2K $2.98B
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
AMZN
Amazon Com Inc

Consumer Cyclical
582
+ 8.95%
$180.88 - $232.93 $105K - $136K
7.09K $1.55B
META
Meta Platforms, Inc.

Communication Services
472
+ 43.5%
$554.08 - $632.68 $262K - $299K
1.56K $912M
V
Visa Inc.

Financial Services
739
+ 98.01%
$273.87 - $320.91 $202K - $237K
1.49K $472M
IWS
Ishares Russell Midcap Value E

ETFs
2.35K
+ 9.14%
$128.08 - $140.32 $301K - $329K
28K $3.63B
JPM
Jpmorgan Chase & CO

Financial Services
217
+ 6.24%
$205.18 - $250.29 $44.5K - $54.3K
3.69K $885M
NFLX
Netflix Inc

Communication Services
38
+ 6.74%
$687.65 - $936.56 $26.1K - $35.6K
602 $537M
CRWD
Crowd Strike Holdings, Inc.

Technology
185
+ 17.64%
$275.15 - $388.2 $50.9K - $71.8K
1.23K $422M
COST
Costco Wholesale Corp

Consumer Defensive
120
+ 29.34%
$873.59 - $994.69 $105K - $119K
529 $485M
PANW
Palo Alto Networks Inc

Technology
1.41K
+ 149.1%
$181.96 - $405.9 $256K - $571K
2.35K $427M
ITOT
Ishares Core S&P Total U.S. St

ETFs
390
+ 2.86%
$124.26 - $134.12 $48.5K - $52.3K
14K $1.8B
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.07K
+ 26.28%
$42.7 - $46.33 $88.4K - $95.9K
9.95K $426M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.04K
+ 7.88%
$61.68 - $67.87 $64.4K - $70.9K
14.3K $891M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31.5K
+ 198.0%
$22.01 - $66.82 $693K - $2.1M
47.4K $1.08B
AVUV
American Centy ETF Tr Avantis

ETFs
133
+ 1.66%
$94.37 - $106.41 $12.6K - $14.2K
8.13K $784M
OUNZ
Van Eck Merk Gold Trust

ETFs
384
+ 2.59%
$24.72 - $26.9 $9.49K - $10.3K
15.2K $384M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
689
+ 2.7%
$56.06 - $61.35 $38.6K - $42.3K
26.2K $1.48B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
68
+ 1.54%
$44.2 - $49.46 $3.01K - $3.36K
4.49K $205M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
48
+ 0.63%
$60.51 - $65.57 $2.9K - $3.15K
7.66K $466M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
31
+ 0.37%
$31.99 - $33.51 $992 - $1.04K
8.49K $273M
VCIT
Vanguard Intermediate Term Cor

ETFs
41
+ 1.49%
$80.13 - $83.77 $3.29K - $3.43K
2.78K $223M
BND
Vanguard Bd Index Fd Inc Total

ETFs
287
+ 2.88%
$71.75 - $75.11 $20.6K - $21.6K
10.3K $738M
BIBL
Northern Lts Fd Tr Iv

ETFs
618
+ 2.94%
$38.73 - $42.41 $23.9K - $26.2K
21.6K $841M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
198
+ 1.86%
$43.84 - $48.76 $8.68K - $9.65K
10.8K $476M
SLV
I Shares Silver Trust

ETFs
1
+ 0.01%
$26.33 - $31.74 $26.3 - $31.7
11.3K $299M
FLQH
Franklin Templeton Libertyq In

ETFs
592
+ 3.28%
N/A
18.6K $559M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
622
+ 3.48%
$28.76 - $32.28 $17.9K - $20.1K
18.5K $536M
AMD
Advanced Micro Devices Inc

Technology
457
+ 16.68%
$118.88 - $172.8 $54.3K - $79K
3.2K $386M
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.5K
+ 85.04%
$25.33 - $51.16 $470K - $949K
40.4K $1.04B
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
573
+ 1.21%
$27.75 - $30.71 $15.9K - $17.6K
48K $1.33B
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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