Whitaker Myers Wealth Managers, Ltd. New Holdings in Q2 2025

Whitaker Myers Wealth Managers, Ltd.

  • $397 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
7.82K
New
$34.17 - $93.63 $267K - $732K
7.82K $732M
ISRG
Intuitive Surgical Inc

Healthcare
1.14K
New
$451.58 - $565.94 $515K - $646K
1.14K $620M
KLAC
Kla Corp

Technology
624
New
$576.53 - $902.94 $360K - $563K
624 $559M
MSTR
Microstrategy Inc

Technology
1.36K
New
$237.95 - $421.61 $324K - $574K
1.36K $550M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.7K
New
$29.52 - $35.31 $376K - $449K
12.7K $449M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
47.3K
New
$8.43 - $8.77 $399K - $415K
47.3K $411M
Proshares Tr
4.21K
New
N/A
4.21K $218M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.56K
New
$121.58 - $136.74 $190K - $213K
1.56K $212M
PM
Philip Morris International Inc.

Consumer Defensive
1.13K
New
$149.23 - $184.95 $169K - $210K
1.13K $206M
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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