Whitaker Myers Wealth Managers, Ltd. Sells in Q4 2024

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHYS
Sprott Physical Gold Trust

Financial Services
-119K
- 26.17%
$19.66 - $21.66 $2.35M - $2.59M
337K $6.78B
VTI
Vanguard Total Stock Market Et

ETFs
-4.19K
- 60.26%
$280.04 - $302.45 $1.17M - $1.27M
2.76K $800M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-10.4K
- 66.08%
$58.88 - $64.8 $615K - $676K
5.36K $316M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.41K
- 8.84%
$521.84 - $558.82 $735K - $787K
14.5K $7.83B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.9K
- 29.32%
$121.89 - $135.52 $476K - $529K
9.41K $1.18B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.75K
- 30.13%
$90.66 - $99.46 $430K - $472K
11K $1B
XLI
Industrial Sector Spdr

ETFs
-2.76K
- 31.53%
$131.76 - $143.99 $364K - $397K
5.99K $790M
XLF
Financial Sector Spdr

ETFs
-8.13K
- 31.93%
$44.89 - $51.34 $365K - $417K
17.3K $838M
XLK
Technology Sector Spdr

ETFs
-1.49K
- 29.91%
$220.26 - $241.44 $328K - $359K
3.48K $810M
VUG
Vanguard Growth ETF

ETFs
-744
- 15.52%
$378.79 - $428.11 $282K - $319K
4.05K $1.66B
AXON
Axon Enterprise, Inc.

Industrials
-575
- 59.65%
$399.22 - $689.78 $230K - $397K
389 $231M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.82K
- 3.69%
$52.0 - $55.66 $147K - $157K
73.5K $3.93B
FTCS
First Trust Capital Strength E

ETFs
-348
- 2.11%
$87.62 - $94.03 $30.5K - $32.7K
16.1K $1.42B
WMB
Williams Companies, Inc.

Energy
-3.73K
- 24.54%
$46.37 - $59.74 $173K - $223K
11.5K $621M
MSFT
Microsoft Corp

Technology
-41
- 0.94%
$406.35 - $454.46 $16.7K - $18.6K
4.31K $1.82B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-993
- 11.14%
$72.18 - $81.41 $71.7K - $80.8K
7.92K $598M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-850
- 2.29%
$36.74 - $40.43 $31.2K - $34.4K
36.3K $1.34B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-94
- 1.39%
$98.47 - $109.35 $9.26K - $10.3K
6.66K $656M
ISMD
Northern Lts Fd Tr Iv

ETFs
-702
- 8.07%
$36.81 - $40.75 $25.8K - $28.6K
8K $300M
VTV
Vanguard Value ETF

ETFs
-113
- 7.33%
$168.32 - $181.87 $19K - $20.6K
1.43K $242M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-155
- 6.53%
$481.22 - $538.17 $74.6K - $83.4K
2.22K $1.13B
DBAW
Xtrackers Msci All World Ex Us

ETFs
-461
- 5.3%
$33.55 - $35.42 $15.5K - $16.3K
8.24K $280M
VNLA
Janus Henderson Short Duration

ETFs
-318
- 6.71%
$48.82 - $49.11 $15.5K - $15.6K
4.42K $216M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-425
- 4.19%
$38.17 - $42.95 $16.2K - $18.3K
9.72K $380M
LCID
Lucid Group, Inc.

Consumer Cyclical
-254
- 1.6%
$2.01 - $3.44 $511 - $874
15.6K $47.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-13
- 0.44%
$80.93 - $85.66 $1.05K - $1.11K
2.93K $237M
RDVY
First Trust Rising Dividend Ac

ETFs
-40
- 0.16%
$58.65 - $64.37 $2.35K - $2.57K
25.3K $1.49B
CRM
Salesforce, Inc.

Technology
-117
- 15.75%
$270.87 - $367.87 $31.7K - $43K
626 $209M
GOOGL
Alphabet Inc.

Communication Services
-238
- 9.46%
$161.86 - $196.66 $38.5K - $46.8K
2.28K $431M
RPM
Rpm International Inc

Basic Materials
-18
- 0.18%
$120.09 - $140.26 $2.16K - $2.52K
10.2K $1.25B
GOOG
Alphabet Inc.

Communication Services
-32
- 0.84%
$163.08 - $198.16 $5.22K - $6.34K
3.76K $716M
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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