Whitaker Myers Wealth Managers, Ltd. Reduced Holdings in Q1 2025

Whitaker Myers Wealth Managers, Ltd.

  • $357 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-10.9K
- 7.87%
$192.82 - $222.1 $2.11M - $2.43M
128K $24.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
-7.59K
- 71.39%
$551.42 - $612.93 $4.18M - $4.65M
3.04K $1.7B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.82K
- 40.14%
$222.15 - $428.22 $404K - $779K
2.71K $702M
MSFT
Microsoft Corp

Technology
-476
- 11.03%
$375.39 - $447.2 $179K - $213K
3.84K $1.44B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.11K
- 15.0%
$120.29 - $134.6 $253K - $283K
11.9K $1.46B
BIBL
Northern Lts Fd Tr Iv

ETFs
-7.39K
- 34.22%
$37.55 - $41.94 $278K - $310K
14.2K $546M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.6K
- 25.18%
$57.21 - $65.8 $206K - $237K
10.7K $624M
AMZN
Amazon Com Inc

Consumer Cyclical
-296
- 4.18%
$190.26 - $242.06 $56.3K - $71.6K
6.79K $1.29B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.76K
- 36.67%
$71.17 - $73.66 $268K - $277K
6.5K $477M
VUG
Vanguard Growth ETF

ETFs
-270
- 6.67%
$369.1 - $427.61 $99.7K - $115K
3.78K $1.4B
V
Visa Inc.

Financial Services
-658
- 44.07%
$306.92 - $362.71 $202K - $239K
835 $292M
VTI
Vanguard Total Stock Market Et

ETFs
-313
- 11.33%
$271.18 - $303.12 $84.9K - $94.9K
2.45K $673M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.15K
- 2.84%
$23.16 - $27.04 $26.5K - $31K
39.2K $919M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-644
- 1.77%
$34.5 - $38.9 $22.2K - $25.1K
35.7K $1.24B
RPM
Rpm International Inc

Basic Materials
-203
- 1.99%
$114.03 - $128.31 $23.1K - $26K
9.97K $1.15B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-277
- 3.5%
$69.69 - $79.99 $19.3K - $22.2K
7.64K $546M
FTCS
First Trust Capital Strength E

ETFs
-843
- 5.22%
$86.39 - $91.35 $72.8K - $77K
15.3K $1.37B
ISMD
Northern Lts Fd Tr Iv

ETFs
-297
- 3.71%
$33.87 - $38.9 $10.1K - $11.6K
7.7K $263M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-537
- 10.02%
$58.01 - $64.46 $31.2K - $34.6K
4.82K $299M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-34
- 1.16%
$78.0 - $84.37 $2.65K - $2.87K
2.9K $231M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-303
- 3.57%
$32.01 - $34.37 $9.7K - $10.4K
8.19K $274M
SLV
I Shares Silver Trust

ETFs
-1.64K
- 14.5%
$26.93 - $31.32 $44.3K - $51.5K
9.7K $300M
FVD
First Tr Value Line Divid Inde

ETFs
-519
- 1.09%
$42.61 - $45.51 $22.1K - $23.6K
46.9K $2.09B
WMB
Williams Companies, Inc.

Energy
-547
- 4.77%
$54.02 - $61.09 $29.5K - $33.4K
10.9K $653M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
-368
- 0.77%
$27.51 - $30.68 $10.1K - $11.3K
47.6K $1.4B
Activity Summary
Buys All Purchases 84 New Holdings 28 Increased Positions 56 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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