Whitaker Myers Wealth Managers, Ltd. Reduced Holdings in Q3 2024

Whitaker Myers Wealth Managers, Ltd.

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-12.8K
- 10.98%
$178.94 - $207.0 $2.3M - $2.66M
104K $20.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.83K
- 68.53%
$517.38 - $573.86 $944K - $1.05M
838 $481M
IWM
Ishares Russell 2000 ETF

ETFs
-1.71K
- 60.71%
$200.87 - $224.6 $344K - $385K
1.11K $245M
CRM
Salesforce, Inc.

Technology
-866
- 53.82%
$238.42 - $276.53 $206K - $239K
743 $203M
NVDA
Nvidia Corp

Technology
-1.27K
- 5.77%
$98.91 - $134.91 $126K - $172K
20.8K $2.52B
V
Visa Inc.

Financial Services
-634
- 45.68%
$253.74 - $291.56 $161K - $185K
754 $207M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-365
- 13.33%
$434.77 - $502.96 $159K - $184K
2.37K $1.16B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2.17K
- 19.56%
$65.15 - $72.97 $141K - $158K
8.91K $650M
EPI
Wisdomtree Tr India Earnings F

ETFs
-11.2K
- 5.05%
$47.41 - $50.82 $531K - $570K
211K $10.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-159
- 2.39%
$161.02 - $200.0 $25.6K - $31.8K
6.51K $1.21B
VCIT
Vanguard Intermediate Term Cor

ETFs
-736
- 21.16%
$79.29 - $84.02 $58.4K - $61.8K
2.74K $230M
VNLA
Janus Henderson Short Duration

ETFs
-1.02K
- 17.73%
$48.34 - $49.08 $49.4K - $50.2K
4.74K $232M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-40
- 1.44%
$76.94 - $79.54 $3.08K - $3.18K
2.74K $217M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-30
- 0.35%
$29.79 - $33.25 $894 - $998
8.46K $279M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.76K
- 7.47%
$46.9 - $51.96 $82.6K - $91.5K
21.8K $1.12B
DBAW
Xtrackers Msci All World Ex Us

ETFs
-201
- 2.26%
$31.36 - $35.15 $6.3K - $7.07K
8.7K $304M
VTV
Vanguard Value ETF

ETFs
-77
- 4.76%
$159.75 - $174.57 $12.3K - $13.4K
1.54K $269M
ANET
Arista Networks, Inc.

Technology
-111
- 6.47%
$311.42 - $388.21 $34.6K - $43.1K
1.6K $616M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-451
- 3.29%
$57.32 - $62.65 $25.9K - $28.3K
13.3K $826M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-276
- 3.5%
$54.31 - $61.04 $15K - $16.8K
7.61K $464M
FLQH
Franklin Templeton Libertyq In

ETFs
-113
- 0.62%
N/A
18K $598M
VTI
Vanguard Total Stock Market Et

ETFs
-242
- 3.36%
$255.18 - $283.2 $61.8K - $68.5K
6.95K $1.97B
META
Meta Platforms, Inc.

Communication Services
-31
- 2.78%
$453.41 - $572.44 $14.1K - $17.7K
1.09K $621M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-156
- 0.98%
$58.03 - $65.37 $9.05K - $10.2K
15.8K $1.02B
FTCS
First Trust Capital Strength E

ETFs
-127
- 0.76%
$83.58 - $90.94 $10.6K - $11.5K
16.5K $1.5B
TSLA
Tesla, Inc.

Consumer Cyclical
-814
- 15.78%
$191.76 - $263.26 $156K - $214K
4.35K $1.14B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-488
- 2.97%
$475.2 - $527.7 $232K - $258K
15.9K $8.41B
Activity Summary
Buys All Purchases 75 New Holdings 17 Increased Positions 58 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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