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

Whitaker Myers Wealth Managers, Ltd.

  • $357 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICF
Ishares Tr

ETFs
19.6K
New
$57.98 - $63.8 $1.13M - $1.25M
19.6K $1.2B
PGR
Progressive Corp

Financial Services
3.07K
New
$235.61 - $291.22 $724K - $895K
3.07K $870M
ORCL
Oracle Corp

Technology
3.69K
New
$139.81 - $186.47 $515K - $687K
3.69K $515M
Arista Networks Inc
6.58K
New
N/A
6.58K $510M
SPGI
S&P Global Inc.

Financial Services
972
New
$478.26 - $543.77 $465K - $529K
972 $494M
Tidal ETF Tr
26.6K
New
N/A
26.6K $484M
AXP
American Express CO

Financial Services
1.77K
New
$255.39 - $325.87 $452K - $576K
1.77K $476M
CAT
Caterpillar Inc

Industrials
1.42K
New
$326.75 - $407.63 $463K - $578K
1.42K $468M
QCOM
Qualcomm Inc

Technology
2.96K
New
$151.94 - $175.86 $450K - $521K
2.96K $455M
GRMN
Garmin LTD

Technology
2.08K
New
$204.55 - $241.93 $424K - $502K
2.08K $451M
ABT
Abbott Laboratories

Healthcare
3.31K
New
$111.1 - $140.22 $368K - $464K
3.31K $439M
GS
Goldman Sachs Group Inc

Financial Services
775
New
$524.81 - $672.19 $407K - $521K
775 $423M
EMR
Emerson Electric CO

Industrials
3.82K
New
$108.64 - $131.17 $415K - $501K
3.82K $419M
CDNS
Cadence Design Systems Inc

Technology
1.58K
New
$233.96 - $324.52 $370K - $514K
1.58K $403M
Ge Vernova Inc
1.27K
New
N/A
1.27K $386M
BK
Bank Of New York Mellon Corp

Financial Services
4.51K
New
$75.42 - $88.95 $340K - $401K
4.51K $378M
PWR
Quanta Services, Inc.

Industrials
1.48K
New
$236.71 - $358.03 $350K - $529K
1.48K $376M
GLD
Spdr Gold Trust

ETFs
1.18K
New
$243.19 - $288.14 $288K - $341K
1.18K $341M
Northern Lts Fd Tr Iv
1.63K
New
N/A
1.63K $336M
ETN
Eaton Corp PLC

Industrials
1.18K
New
$271.83 - $371.23 $319K - $436K
1.18K $319M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
8.02K
New
$36.86 - $39.26 $295K - $315K
8.02K $302M
TPHD
Timothy Plan High Divid Stk Et

ETFs
8K
New
$36.09 - $38.27 $289K - $306K
8K $301M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
17.4K
New
$13.05 - $13.97 $227K - $243K
17.4K $237M
ARCC
Ares Capital Corp

Financial Services
10.5K
New
$21.28 - $23.81 $223K - $250K
10.5K $232M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
30.6K
New
$5.24 - $8.37 $160K - $256K
30.6K $176M
NNAVW
Nextnav Inc Wt Exp
10.2K
New
$3.07 - $6.17 $31.3K - $62.8K
10.2K $44.8M
Volatility Shs Tr
23.2K
New
N/A
23.2K $42.5M
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
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