Whitaker Myers Wealth Managers, Ltd. New Holdings in Q4 2024

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
13K
New
$87.85 - $98.6 $1.14M - $1.28M
13K $1.15B
UBER
Uber Technologies, Inc

Technology
9.44K
New
$59.93 - $86.34 $566K - $815K
9.44K $570M
AVGO
Broadcom Inc.

Technology
2.34K
New
$159.67 - $250.0 $373K - $584K
2.34K $542M
LLY
Eli Lilly & CO

Healthcare
617
New
$727.2 - $932.06 $449K - $575K
617 $476M
SHOP
Shopify Inc.

Technology
4.31K
New
$78.14 - $119.49 $337K - $515K
4.31K $459M
WMT
Walmart Inc.

Consumer Defensive
4.99K
New
$79.1 - $95.7 $395K - $478K
4.99K $451M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
883
New
$442.29 - $483.08 $391K - $427K
883 $400M
BAC
Bank Of America Corp

Financial Services
8.86K
New
$39.22 - $47.77 $348K - $423K
8.86K $389M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.97K
New
$172.07 - $207.36 $339K - $408K
1.97K $389M
KO
Coca Cola CO

Consumer Defensive
5.96K
New
$61.74 - $71.71 $368K - $428K
5.96K $371M
XOM
Exxon Mobil Corp

Energy
3.33K
New
$105.51 - $125.37 $351K - $417K
3.33K $358M
GE
General Electric CO

Industrials
2.02K
New
$159.95 - $194.23 $323K - $393K
2.02K $337M
VEA
Vanguard Ftse Developed Market

ETFs
6.99K
New
$47.57 - $52.44 $333K - $367K
6.99K $334M
T
At&T Inc.

Communication Services
14.6K
New
$21.22 - $23.88 $309K - $348K
14.6K $332M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.82K
New
$77.25 - $91.3 $295K - $348K
3.82K $326M
VZ
Verizon Communications Inc

Communication Services
8.12K
New
$39.6 - $45.21 $321K - $367K
8.12K $325M
SBUX
Starbucks Corp

Consumer Cyclical
3.53K
New
$87.44 - $102.5 $309K - $362K
3.53K $322M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.16K
New
$51.09 - $55.27 $315K - $341K
6.16K $315M
JNJ
Johnson & Johnson

Healthcare
2.13K
New
$143.34 - $165.86 $305K - $353K
2.13K $308M
SONY
Sony Group Corp

Technology
14.5K
New
$17.53 - $96.8 $254K - $1.4M
14.5K $307M
TGT
Target Corp

Consumer Defensive
2.21K
New
$121.59 - $160.69 $268K - $355K
2.21K $298M
GM
General Motors CO

Consumer Cyclical
5.49K
New
$44.82 - $60.2 $246K - $331K
5.49K $293M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.05K
New
$125.36 - $147.37 $256K - $302K
2.05K $269M
PLTR
Palantir Technologies Inc.

Technology
3.5K
New
$36.46 - $82.38 $127K - $288K
3.5K $264M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.08K
New
$82.28 - $117.52 $253K - $361K
3.08K $261M
SQ
Block, Inc.

Technology
3.01K
New
$65.06 - $98.92 $196K - $298K
3.01K $256M
COIN
Coinbase Global, Inc.

Technology
1.02K
New
$163.17 - $343.62 $167K - $351K
1.02K $254M
O
Realty Income Corp

Real Estate
4.61K
New
$51.76 - $64.71 $238K - $298K
4.61K $246M
SPYG
Spdr Portfolio

ETFs
2.78K
New
$81.74 - $91.38 $227K - $254K
2.78K $244M
Ea Series Trust
2.14K
New
N/A
2.14K $236M
Wisdomtree Bitcoin Fd
2.35K
New
N/A
2.35K $232M
Proshares Tr
4.37K
New
N/A
4.37K $216M
TMUS
T Mobile Us, Inc.

Communication Services
945
New
$206.1 - $246.94 $195K - $233K
945 $209M
SMOT
Vaneck ETF Tr Morningstar Smid
5.89K
New
N/A
5.89K $203M
NN
Nextnav Inc.

Communication Services
10.1K
New
$7.49 - $18.0 $75.4K - $181K
10.1K $157M
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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