Whitaker Myers Wealth Managers, Ltd. Reduced Holdings in Q4 2024

Whitaker Myers Wealth Managers, Ltd.

  • $343 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PHYS
Sprott Physical Gold Trust

Financial Services
-119K
- 26.17%
$19.66 - $21.66 $2.35M - $2.59M
337K $6.78B
VTI
Vanguard Total Stock Market Et

ETFs
-4.19K
- 60.26%
$280.04 - $302.45 $1.17M - $1.27M
2.76K $800M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-10.4K
- 66.08%
$58.88 - $64.8 $615K - $676K
5.36K $316M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.41K
- 8.84%
$521.84 - $558.82 $735K - $787K
14.5K $7.83B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-3.9K
- 29.32%
$121.89 - $135.52 $476K - $529K
9.41K $1.18B
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.75K
- 30.13%
$90.66 - $99.46 $430K - $472K
11K $1B
XLI
Industrial Sector Spdr

ETFs
-2.76K
- 31.53%
$131.76 - $143.99 $364K - $397K
5.99K $790M
XLF
Financial Sector Spdr

ETFs
-8.13K
- 31.93%
$44.89 - $51.34 $365K - $417K
17.3K $838M
XLK
Technology Sector Spdr

ETFs
-1.49K
- 29.91%
$220.26 - $241.44 $328K - $359K
3.48K $810M
VUG
Vanguard Growth ETF

ETFs
-744
- 15.52%
$378.79 - $428.11 $282K - $319K
4.05K $1.66B
AXON
Axon Enterprise, Inc.

Industrials
-575
- 59.65%
$399.22 - $689.78 $230K - $397K
389 $231M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.82K
- 3.69%
$52.0 - $55.66 $147K - $157K
73.5K $3.93B
FTCS
First Trust Capital Strength E

ETFs
-348
- 2.11%
$87.62 - $94.03 $30.5K - $32.7K
16.1K $1.42B
WMB
Williams Companies, Inc.

Energy
-3.73K
- 24.54%
$46.37 - $59.74 $173K - $223K
11.5K $621M
MSFT
Microsoft Corp

Technology
-41
- 0.94%
$406.35 - $454.46 $16.7K - $18.6K
4.31K $1.82B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-993
- 11.14%
$72.18 - $81.41 $71.7K - $80.8K
7.92K $598M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-850
- 2.29%
$36.74 - $40.43 $31.2K - $34.4K
36.3K $1.34B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-94
- 1.39%
$98.47 - $109.35 $9.26K - $10.3K
6.66K $656M
ISMD
Northern Lts Fd Tr Iv

ETFs
-702
- 8.07%
$36.81 - $40.75 $25.8K - $28.6K
8K $300M
VTV
Vanguard Value ETF

ETFs
-113
- 7.33%
$168.32 - $181.87 $19K - $20.6K
1.43K $242M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-155
- 6.53%
$481.22 - $538.17 $74.6K - $83.4K
2.22K $1.13B
DBAW
Xtrackers Msci All World Ex Us

ETFs
-461
- 5.3%
$33.55 - $35.42 $15.5K - $16.3K
8.24K $280M
VNLA
Janus Henderson Short Duration

ETFs
-318
- 6.71%
$48.82 - $49.11 $15.5K - $15.6K
4.42K $216M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-425
- 4.19%
$38.17 - $42.95 $16.2K - $18.3K
9.72K $380M
LCID
Lucid Group, Inc.

Consumer Cyclical
-254
- 1.6%
$2.01 - $3.44 $511 - $874
15.6K $47.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-13
- 0.44%
$80.93 - $85.66 $1.05K - $1.11K
2.93K $237M
RDVY
First Trust Rising Dividend Ac

ETFs
-40
- 0.16%
$58.65 - $64.37 $2.35K - $2.57K
25.3K $1.49B
CRM
Salesforce, Inc.

Technology
-117
- 15.75%
$270.87 - $367.87 $31.7K - $43K
626 $209M
GOOGL
Alphabet Inc.

Communication Services
-238
- 9.46%
$161.86 - $196.66 $38.5K - $46.8K
2.28K $431M
RPM
Rpm International Inc

Basic Materials
-18
- 0.18%
$120.09 - $140.26 $2.16K - $2.52K
10.2K $1.25B
GOOG
Alphabet Inc.

Communication Services
-32
- 0.84%
$163.08 - $198.16 $5.22K - $6.34K
3.76K $716M
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