Whitaker Myers Wealth Managers, Ltd. Incresed Positions in Q2 2025

Whitaker Myers Wealth Managers, Ltd.

  • $397 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
39.7K
+ 6.42%
N/A
659K $61.8B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.25K
+ 7.23%
$171.4 - $227.1 $1.59M - $2.1M
137K $31.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
102K
+ 26.13%
$22.27 - $29.21 $2.28M - $2.99M
494K $14.4B
IWP
Ishares Russell Mid Cap Growth

ETFs
11.9K
+ 10.21%
$104.34 - $138.68 $1.24M - $1.65M
129K $17.8B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
79.1K
+ 10.95%
$38.18 - $45.52 $3.02M - $3.6M
801K $35.1B
VBK
Vanguard Small Cap Growth ETF

ETFs
7.72K
+ 13.52%
$219.76 - $276.94 $1.7M - $2.14M
64.8K $18B
SCHV
Schwab Strategic Tr Us Large C

ETFs
112K
+ 29.62%
$23.55 - $27.67 $2.63M - $3.09M
488K $13.5B
ISRA
Vaneck ETF Tr Israel ETF

ETFs
11.7K
+ 3.98%
$39.1 - $51.32 $456K - $599K
305K $15.8B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
12K
+ 19.77%
$104.23 - $134.39 $1.25M - $1.61M
72.7K $9.77B
VBR
Vanguard Small Cap Value ETF

ETFs
8.59K
+ 10.12%
$162.76 - $195.77 $1.4M - $1.68M
93.5K $18.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.41K
+ 8.77%
$456.74 - $568.03 $642K - $799K
17.4K $9.9B
EPI
Wisdomtree Tr India Earnings F

ETFs
6.61K
+ 2.28%
$41.3 - $47.52 $273K - $314K
296K $14.1B
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
11.4K
+ 5.48%
$46.54 - $55.66 $532K - $636K
220K $12.2B
MSFT
Microsoft Corp

Technology
1.43K
+ 37.15%
$354.56 - $497.45 $506K - $709K
5.26K $2.62B
JPM
Jpmorgan Chase & CO

Financial Services
2.5K
+ 41.14%
$210.28 - $289.91 $525K - $724K
8.56K $2.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.32K
+ 43.36%
$496.48 - $617.85 $654K - $814K
4.36K $2.69B
AXON
Axon Enterprise, Inc.

Industrials
796
+ 76.46%
$497.13 - $827.94 $396K - $659K
1.84K $1.52B
IWS
Ishares Russell Midcap Value E

ETFs
5.65K
+ 19.5%
$110.58 - $132.14 $624K - $746K
34.6K $4.57B
PWR
Quanta Services, Inc.

Industrials
1.88K
+ 127.2%
$239.47 - $381.26 $450K - $717K
3.36K $1.27B
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
+ 37.14%
$221.86 - $362.89 $223K - $365K
3.72K $1.18B
Wisdomtree Bitcoin Fd
451
+ 2.96%
N/A
15.7K $1.79B
XLK
Technology Sector Spdr

ETFs
970
+ 21.34%
$179.73 - $253.23 $174K - $246K
5.52K $1.4B
PGR
Progressive Corp

Financial Services
1.6K
+ 51.89%
$255.27 - $288.74 $407K - $461K
4.67K $1.25B
Tidal Trust I
11.2K
+ 41.93%
N/A
37.8K $857M
XLF
Financial Sector Spdr

ETFs
4.61K
+ 22.05%
$43.92 - $52.37 $202K - $241K
25.5K $1.34B
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.07K
+ 15.21%
$73.7 - $90.98 $153K - $188K
15.7K $1.43B
CRWD
Crowd Strike Holdings, Inc.

Technology
146
+ 11.02%
$321.63 - $509.31 $47K - $74.4K
1.47K $749M
Arista Networks Inc
938
+ 14.26%
N/A
7.52K $769M
ETN
Eaton Corp PLC

Industrials
439
+ 37.36%
$246.52 - $356.99 $108K - $157K
1.61K $576M
AMD
Advanced Micro Devices Inc

Technology
601
+ 13.97%
$78.21 - $143.81 $47K - $86.4K
4.9K $696M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.69K
+ 15.22%
$103.88 - $123.68 $176K - $209K
12.8K $1.58B
GS
Goldman Sachs Group Inc

Financial Services
159
+ 20.52%
$462.22 - $707.75 $73.5K - $113K
934 $661M
RDVY
First Trust Rising Dividend Ac

ETFs
1.88K
+ 7.24%
$51.6 - $62.74 $96.9K - $118K
27.8K $1.74B
HAWX
Ishares Tr Currency Hedged Msc

ETFs
5.75K
+ 70.22%
$29.8 - $35.39 $171K - $203K
13.9K $493M
AXP
American Express CO

Financial Services
390
+ 22.05%
$231.39 - $318.98 $90.2K - $124K
2.16K $689M
EMR
Emerson Electric CO

Industrials
873
+ 22.84%
$94.15 - $133.33 $82.2K - $116K
4.7K $626M
PANW
Palo Alto Networks Inc

Technology
462
+ 16.77%
$152.44 - $204.64 $70.4K - $94.5K
3.22K $658M
BK
Bank Of New York Mellon Corp

Financial Services
1.57K
+ 34.86%
$73.31 - $91.62 $115K - $144K
6.08K $554M
CAT
Caterpillar Inc

Industrials
231
+ 16.29%
$273.94 - $388.21 $63.3K - $89.7K
1.65K $640M
CDNS
Cadence Design Systems Inc

Technology
237
+ 14.97%
$231.64 - $323.08 $54.9K - $76.6K
1.82K $561M
FLQH
Franklin Templeton Libertyq In

ETFs
1.9K
+ 9.44%
N/A
22K $785M
COST
Costco Wholesale Corp

Consumer Defensive
97
+ 14.46%
$908.13 - $1056.85 $88.1K - $103K
768 $760M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.79K
+ 6.22%
$47.46 - $55.3 $85K - $99K
30.6K $1.68B
ARCC
Ares Capital Corp

Financial Services
4.95K
+ 47.24%
$18.91 - $22.43 $93.6K - $111K
15.4K $339M
GOOG
Alphabet Inc.

Communication Services
8
+ 0.17%
$146.58 - $180.01 $1.17K - $1.44K
4.86K $861M
SPGI
S&P Global Inc.

Financial Services
124
+ 12.76%
$438.31 - $527.29 $54.4K - $65.4K
1.1K $578M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
167
+ 2.43%
$82.17 - $99.96 $13.7K - $16.7K
7.03K $690M
AVUV
American Centy ETF Tr Avantis

ETFs
314
+ 3.77%
$75.17 - $91.21 $23.6K - $28.6K
8.64K $787M
Northern Lts Fd Tr Iv
41
+ 2.51%
N/A
1.68K $384M
Activity Summary
Buys All Purchases 70 New Holdings 9 Increased Positions 61 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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