Whitaker Myers Wealth Managers, Ltd. Purchases in Q4 2024

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
IWS
Ishares Russell Midcap Value E

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

Financial Services
217
+ 6.24%
$205.18 - $250.29 $44.5K - $54.3K
3.69K $885M
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
Track This Portfolio

Track Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email