Whitaker Myers Wealth Managers, Ltd. Purchases in Q3 2025

Whitaker Myers Wealth Managers, Ltd.

  • $459 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
208K
New
$110.74 - $122.12 $23.1M - $25.4M
208K $25.2B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
378K
New
$50.32 - $54.01 $19M - $20.4M
378K $20.4B
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
412K
New
$32.65 - $34.4 $13.5M - $14.2M
412K $13.8B
Vanguard Instl Index Fd
175K
New
N/A
175K $13.3B
RECS
Columbia ETF Tr I

ETFs
140K
New
$36.82 - $40.35 $5.16M - $5.66M
140K $5.66B
VEA
Vanguard Ftse Developed Market

ETFs
92.5K
New
$56.02 - $60.3 $5.18M - $5.58M
92.5K $5.54B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.99K
+ 22.87%
$567.77 - $614.76 $2.26M - $2.45M
21.4K $13.1B
VBK
Vanguard Small Cap Growth ETF

ETFs
6.12K
+ 9.43%
$276.51 - $305.12 $1.69M - $1.87M
71K $21.1B
VBR
Vanguard Small Cap Value ETF

ETFs
7.23K
+ 7.73%
$195.41 - $212.37 $1.41M - $1.54M
101K $21B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
66K
+ 6.95%
$26.38 - $27.95 $1.74M - $1.85M
1.02M $27.7B
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
7.83K
+ 3.56%
$55.01 - $62.78 $430K - $491K
228K $14B
GS
Goldman Sachs Group Inc

Financial Services
2.14K
+ 228.8%
$696.56 - $806.32 $1.49M - $1.72M
3.07K $2.45B
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.5K
+ 2.73%
$28.92 - $32.19 $390K - $434K
508K $16.2B
AMD
Advanced Micro Devices Inc

Technology
9.59K
+ 195.72%
$134.8 - $184.42 $1.29M - $1.77M
14.5K $2.35B
META
Meta Platforms, Inc.

Communication Services
2.25K
+ 184.21%
$695.21 - $791.73 $1.56M - $1.78M
3.47K $2.55B
SCHV
Schwab Strategic Tr Us Large C

ETFs
28.8K
+ 5.89%
$27.61 - $29.15 $794K - $838K
517K $15B
IWP
Ishares Russell Mid Cap Growth

ETFs
7.13K
+ 5.54%
$137.51 - $145.26 $980K - $1.04M
136K $19.3B
NVDA
Nvidia Corp

Technology
3.14K
+ 12.9%
$153.3 - $186.58 $482K - $586K
27.5K $5.13B
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.5K
New
$43.07 - $91.37 $538K - $1.14M
12.5K $1.14B
LRN
Stride, Inc.

Consumer Defensive
7.11K
New
$128.23 - $169.81 $911K - $1.21M
7.11K $1.06B
EME
Emcor Group, Inc.

Industrials
1.58K
New
$530.88 - $655.83 $840K - $1.04M
1.58K $1.03B
Reddit Inc
4.22K
New
N/A
4.22K $971M
WMT
Walmart Inc.

Consumer Defensive
9.41K
New
$94.4 - $104.27 $888K - $981K
9.41K $969M
GE
General Electric CO

Industrials
3.13K
New
$244.75 - $305.63 $766K - $956K
3.13K $941M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.87K
New
$459.11 - $506.91 $858K - $947K
1.87K $939M
STX
Seagate Technology Holdings PLC

Technology
3.87K
New
$142.01 - $236.06 $550K - $914K
3.87K $914M
Anglogold Ashanti PLC
12.6K
New
N/A
12.6K $887M
XLK
Technology Sector Spdr

ETFs
2.57K
+ 46.53%
$250.97 - $282.66 $644K - $725K
8.08K $2.28B
COIN
Coinbase Global, Inc.

Technology
2.59K
New
$297.99 - $419.78 $771K - $1.09M
2.59K $873M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.87K
New
$103.83 - $179.9 $505K - $876K
4.87K $870M
FSLR
First Solar, Inc.

Technology
3.94K
New
$160.84 - $223.53 $633K - $880K
3.94K $868M
IJK
Ishares S&P Midcap 400 Growth

ETFs
8.25K
+ 52.58%
$91.28 - $97.59 $753K - $805K
23.9K $2.29B
CCJ
Cameco Corp

Energy
10.1K
New
$70.47 - $86.89 $710K - $876K
10.1K $845M
Celestica Inc
3.4K
New
N/A
3.4K $837M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.85K
+ 45.72%
$122.57 - $132.57 $717K - $775K
18.6K $2.42B
TT
Trane Technologies PLC

Industrials
1.94K
New
$398.96 - $472.54 $775K - $918K
1.94K $819M
KR
Kroger CO

Consumer Defensive
12.2K
New
$64.52 - $74.35 $784K - $903K
12.2K $819M
JCI
Johnson Controls International PLC

Industrials
7.45K
New
$103.24 - $111.73 $769K - $832K
7.45K $819M
XLF
Financial Sector Spdr

ETFs
14.1K
+ 55.34%
$51.37 - $54.25 $725K - $766K
39.6K $2.13B
CRS
Carpenter Technology Corp

Industrials
3.24K
New
$232.4 - $287.42 $754K - $932K
3.24K $797M
Jacobs Solutions Inc
5.22K
New
N/A
5.22K $783M
VST
Vistra Corp.

Utilities
3.96K
New
$182.0 - $217.92 $720K - $862K
3.96K $775M
DE
Deere & CO

Industrials
1.65K
New
$457.26 - $524.37 $754K - $864K
1.65K $754M
HOOD
Robinhood Markets, Inc.

Technology
1.37K
+ 17.55%
$91.27 - $143.18 $125K - $196K
9.19K $1.32B
Tidal Trust I
18.9K
+ 50.09%
N/A
56.7K $1.42B
IWS
Ishares Russell Midcap Value E

ETFs
1.33K
+ 3.83%
$132.83 - $140.61 $176K - $186K
35.9K $5.02B
Wisdomtree Bitcoin Fd
2.39K
+ 15.19%
N/A
18.1K $2.19B
PANW
Palo Alto Networks Inc

Technology
1.42K
+ 44.02%
$167.06 - $208.19 $237K - $295K
4.63K $943M
ORCL
Oracle Corp

Technology
210
+ 6.01%
$218.96 - $328.33 $46K - $68.9K
3.7K $1.04B
Activity Summary
Buys All Purchases 78 New Holdings 31 Increased Positions 47 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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