Whitaker Myers Wealth Managers, Ltd. Incresed Positions in Q3 2025

Whitaker Myers Wealth Managers, Ltd.

  • $459 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
Arista Networks Inc
10.6K
+ 141.56%
N/A
18.2K $2.65B
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
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
XLK
Technology Sector Spdr

ETFs
2.57K
+ 46.53%
$250.97 - $282.66 $644K - $725K
8.08K $2.28B
IJK
Ishares S&P Midcap 400 Growth

ETFs
8.25K
+ 52.58%
$91.28 - $97.59 $753K - $805K
23.9K $2.29B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.85K
+ 45.72%
$122.57 - $132.57 $717K - $775K
18.6K $2.42B
XLF
Financial Sector Spdr

ETFs
14.1K
+ 55.34%
$51.37 - $54.25 $725K - $766K
39.6K $2.13B
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
SPGI
S&P Global Inc.

Financial Services
578
+ 52.74%
$484.94 - $564.15 $280K - $326K
1.67K $815M
RDVY
First Trust Rising Dividend Ac

ETFs
1.63K
+ 5.85%
$62.38 - $67.29 $101K - $109K
29.4K $1.98B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.9K
+ 38.53%
$35.42 - $38.65 $174K - $190K
17.6K $670M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.35K
+ 7.67%
$55.15 - $58.11 $129K - $136K
32.9K $1.89B
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
2.77K
+ 7.63%
$33.95 - $36.33 $93.9K - $100K
39K $1.4B
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
418
+ 0.89%
$28.32 - $30.69 $11.8K - $12.8K
47.6K $1.45B
AVUV
American Centy ETF Tr Avantis

ETFs
83
+ 0.96%
$90.37 - $102.12 $7.5K - $8.48K
8.72K $868M
Northern Lts Fd Tr Iv
148
+ 8.84%
N/A
1.82K $454M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
853
+ 7.94%
$38.56 - $42.17 $32.9K - $36K
11.6K $482M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
599
+ 12.0%
$42.88 - $49.1 $25.7K - $29.4K
5.59K $270M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
748
+ 9.7%
$40.43 - $42.78 $30.2K - $32K
8.46K $359M
TPHD
Timothy Plan High Divid Stk Et

ETFs
848
+ 10.81%
$38.0 - $39.42 $32.2K - $33.4K
8.69K $342M
BIBL
Northern Lts Fd Tr Iv

ETFs
21
+ 0.15%
$41.43 - $44.43 $870 - $933
13.7K $608M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
250
+ 16.02%
$136.48 - $142.97 $34.1K - $35.7K
1.81K $254M
FLQH
Franklin Templeton Libertyq In

ETFs
88
+ 0.4%
N/A
22.1K $825M
ISMD
Northern Lts Fd Tr Iv

ETFs
354
+ 4.85%
$35.1 - $39.69 $12.4K - $14.1K
7.65K $297M
DBAW
Xtrackers Msci All World Ex Us

ETFs
32
+ 0.37%
$36.61 - $39.41 $1.17K - $1.26K
8.65K $341M
NUE
Nucor Corp

Basic Materials
12
+ 0.36%
$133.3 - $150.33 $1.6K - $1.8K
3.32K $449M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
6
+ 0.08%
$60.96 - $64.31 $366 - $386
7.78K $495M
AMZN
Amazon Com Inc

Consumer Cyclical
52
+ 0.79%
$211.65 - $238.24 $11K - $12.4K
6.62K $1.45B
SMOT
Vaneck ETF Tr Morningstar Smid
50
+ 0.69%
N/A
7.28K $263M
Proshares Tr
61
+ 1.45%
N/A
4.28K $228M
VCIT
Vanguard Intermediate Term Cor

ETFs
10
+ 0.4%
$81.75 - $84.54 $818 - $845
2.54K $213M
VNLA
Janus Henderson Short Duration

ETFs
31
+ 0.66%
$48.99 - $49.29 $1.52K - $1.53K
4.73K $233M
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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