Whitaker-myers Wealth Managers, Ltd.
CIK Number: 0001973849
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MOAT | VanEck Mornings... | 91.00 | -1.29% | 557.74K | +6.57% | 51.72M | 73.46 | 15.08% |
| 2 | QQQM | Invesco NASDAQ ... | 217.77 | -1.01% | 138.92K | +33.47% | 29.24M | 163.2 | 8.52% |
| 3 | DBEF | Xtrackers MSCI ... | 44.74 | -0.79% | 662.41K | +12.01% | 27.42M | 37.01 | 8.00% |
| 4 | SCHD | Schwab U.S. Div... | 26.70 | -0.8% | 815.03K | +238.58% | 22.27M | 25.37 | 6.49% |
| 5 | VBR | Vanguard Small ... | 189.47 | -1.04% | 77.47K | +4.09% | 15.35M | 170.18 | 4.48% |
| 6 | VBK | Vanguard Small ... | 268.41 | -0.83% | 54.82K | +13.38% | 15.35M | 238.13 | 4.48% |
| 7 | IWP | iShares Russell... | 134.05 | -0.92% | 107.77K | +8.73% | 13.66M | 101.23 | 3.98% |
| 8 | ISRA | VanEck Israel E... | 48.05 | -0.81% | 271.98K | +10.96% | 11.85M | 35.75 | 3.45% |
| 9 | JPST | JPMorgan Ultra-... | 50.53 | +0.01% | 230.33K | +282.49% | 11.6M | 50.35 | 3.38% |
| 10 | EPI | WisdomTree Indi... | 45.92 | -1.36% | 244.01K | +15.89% | 11.05M | 40.75 | 3.22% |
| 11 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 376.58K | +383.79% | 10.5M | 24.73 | 3.06% |
| 12 | XMVM | Invesco S&P Mid... | 53.84 | -1.02% | 188.93K | +8.70% | 10.47M | 48.32 | 3.05% |
| 13 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 356.69K | +278.93% | 9.3M | 25.18 | 2.71% |
| 14 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 14.54K | -8.84% | 7.83M | 359.99 | 2.28% |
| 15 | VSS | Vanguard FTSE A... | 130.28 | -0.94% | 56.89K | +20.74% | 6.51M | 115 | 1.90% |
| 16 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 10.63K | +1.17K% | 6.23M | 575.72 | 1.82% |
| 17 | AAPL | Apple Inc. | 195.57 | -1.44% | 18.23K | +14.65% | 4.57M | 168.67 | 1.33% |
| 18 | PTLC | Pacer Trendpilo... | 48.91 | -0.86% | 73.48K | -3.69% | 3.93M | 38.23 | 1.14% |
| 19 | IWS | iShares Russell... | 128.21 | -0.97% | 28.03K | +9.14% | 3.63M | 115.17 | 1.06% |
| 20 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 22.18K | +6.71% | 2.98M | 68.59 | 0.87% |
| 21 | FVD | First Trust Val... | 44.25 | -0.87% | 47.44K | -3.82% | 2.07M | 40.03 | 0.60% |
| 22 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 4.53K | +4.21% | 1.83M | 195.68 | 0.53% |
| 23 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 4.31K | -0.94% | 1.82M | 359.29 | 0.53% |
| 24 | ITOT | iShares Core S&... | 130.11 | -0.88% | 14.03K | +2.86% | 1.8M | 86.06 | 0.53% |
| 25 | VUG | Vanguard Growth... | 420.16 | -0.82% | 4.05K | -15.52% | 1.66M | 219.56 | 0.48% |
| 26 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 7.09K | +8.95% | 1.55M | 129.99 | 0.45% |
| 27 | RDVY | First Trust Ris... | 60.66 | -0.85% | 25.28K | -0.16% | 1.49M | 45.02 | 0.44% |
| 28 | COWZ | Pacer US Cash C... | 54.70 | -0.92% | 26.21K | +2.70% | 1.48M | 51.05 | 0.43% |
| 29 | FTCS | First Trust Cap... | 89.25 | -1.02% | 16.14K | -2.11% | 1.42M | 74.95 | 0.41% |
| 30 | PTMC | Pacer Trendpilo... | 34.86 | +0.01% | 36.35K | -2.29% | 1.34M | 31.29 | 0.39% |
| 31 | PTIN | Pacer Trendpilo... | 28.29 | -1.18% | 47.98K | +1.21% | 1.33M | 24.4 | 0.39% |
| 32 | RPM | RPM Internation... | 107.16 | -1.49% | 10.18K | -0.18% | 1.25M | 121 | 0.37% |
| 33 | IJJ | iShares S&P Mid... | 120.25 | -0.96% | 9.41K | -29.32% | 1.18M | 103.63 | 0.34% |
| 34 | VNQ | Vanguard Real E... | 89.56 | -0.38% | 12.96K | +100.00% | 1.15M | 89.08 | 0.34% |
| 35 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 2.22K | -6.53% | 1.13M | 267.12 | 0.33% |
| 36 | SCHB | Schwab U.S. Bro... | 23.02 | -0.82% | 47.41K | +198.00% | 1.08M | 15 | 0.31% |
| 37 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 40.36K | +85.04% | 1.04M | 20.26 | 0.30% |
| 38 | IJK | iShares S&P Mid... | 88.11 | -0.76% | 11K | -30.13% | 1M | 71.76 | 0.29% |
| 39 | META | Meta Platforms,... | 697.17 | -0.7% | 1.56K | +43.50% | 911.85K | 521.62 | 0.27% |
| 40 | IJH | iShares Core S&... | 60.20 | -0.88% | 14.29K | +7.88% | 890.73K | 49.4 | 0.26% |
| 41 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 3.69K | +6.24% | 885.41K | 169.46 | 0.26% |
| 42 | BIBL | Inspire 100 ESG... | 40.15 | -0.8% | 21.61K | +2.94% | 840.7K | 30.55 | 0.25% |
| 43 | XLF | Financial Selec... | 50.20 | -0.64% | 17.33K | -31.93% | 837.63K | 42.08 | 0.24% |
| 44 | XLK | Technology Sele... | 241.22 | -0.75% | 3.48K | -29.91% | 810.07K | 212.48 | 0.24% |
| 45 | VTI | Vanguard Total ... | 293.93 | -0.86% | 2.76K | -60.26% | 800.37K | 234.29 | 0.23% |
| 46 | XLI | Industrial Sele... | 142.54 | -0.76% | 5.99K | -31.53% | 789.57K | 125.62 | 0.23% |
| 47 | AVUV | Avantis U.S. Sm... | 89.36 | -0.9% | 8.13K | +1.66% | 784.33K | 80.48 | 0.23% |
| 48 | BND | Vanguard Total ... | 72.80 | +0.33% | 10.26K | +2.88% | 737.94K | 72.41 | 0.22% |
| 49 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 3.76K | -0.84% | 716.12K | 161.52 | 0.21% |
| 50 | XMHQ | Invesco S&P Mid... | 96.08 | -0.84% | 6.66K | -1.39% | 656.14K | 73.65 | 0.19% |
| 51 | WMB | The Williams Co... | 58.48 | -1.12% | 11.47K | -24.54% | 620.54K | 38.9 | 0.18% |
| 52 | IMCG | iShares Morning... | 77.23 | -0.9% | 7.92K | -11.14% | 598.18K | 57.73 | 0.17% |
| 53 | UBER | Uber Technologi... | 84.70 | -0.49% | 9.44K | +100.00% | 569.66K | 60.32 | 0.17% |
| 54 | DIVI | Franklin Intern... | 35.23 | -1.32% | 18.62K | +3.28% | 558.85K | 27.44 | 0.16% |
| 55 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 2.34K | +100.00% | 541.5K | 231.84 | 0.16% |
| 56 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 602 | +6.74% | 536.58K | 699.44 | 0.16% |
| 57 | WWJD | Inspire Interna... | 33.87 | -0.82% | 18.5K | +3.48% | 536.36K | 26.89 | 0.16% |
| 58 | COST | Costco Wholesal... | 977.59 | -0.69% | 529 | +29.34% | 484.75K | 893.27 | 0.14% |
| 59 | LLY | Eli Lilly and C... | 791.46 | -2% | 617 | +100.00% | 476.34K | 772 | 0.14% |
| 60 | CALF | Pacer US Small ... | 39.43 | -0.68% | 10.82K | +1.86% | 476.31K | 39.45 | 0.14% |
| 61 | V | Visa Inc. | 357.69 | +0.62% | 1.49K | +98.01% | 471.9K | 295.89 | 0.14% |
| 62 | XMLV | Invesco S&P Mid... | 61.13 | -0.55% | 7.66K | +0.63% | 465.62K | 53.57 | 0.14% |
| 63 | SHOP | Shopify Inc. | 106.50 | -1.73% | 4.31K | +100.00% | 458.6K | 106.33 | 0.13% |
| 64 | WMT | Walmart Inc. | 94.21 | -0.08% | 4.99K | +100.00% | 451.09K | 90.35 | 0.13% |
| 65 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 2.28K | -9.46% | 431.06K | 144.04 | 0.13% |
| 66 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 2.35K | +149.10% | 427.42K | 173.08 | 0.12% |
| 67 | TPLC | Timothy Plan US... | 43.84 | -0.69% | 9.95K | +26.28% | 426.25K | 42.03 | 0.12% |
| 68 | CRWD | CrowdStrike Hol... | 491.76 | +2.58% | 1.23K | +17.64% | 422.23K | 289.72 | 0.12% |
| 69 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 883 | +100.00% | 400.25K | 453.28 | 0.12% |
| 70 | BAC | Bank of America... | 44.23 | -0.41% | 8.86K | +100.00% | 389.46K | 43.95 | 0.11% |
| 71 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 1.97K | +100.00% | 388.66K | 197.49 | 0.11% |
| 72 | AMD | Advanced Micro ... | 127.15 | +0.60% | 3.2K | +16.68% | 386.12K | 170.87 | 0.11% |
| 73 | OUNZ | VanEck Merk Gol... | 32.63 | +0.02% | 15.2K | +2.59% | 384.46K | 19.97 | 0.11% |
| 74 | TPSC | Timothy Plan US... | 37.57 | -1.02% | 9.72K | -4.19% | 379.6K | 31.44 | 0.11% |
| 75 | KO | The Coca-Cola C... | 69.60 | -1.31% | 5.96K | +100.00% | 371.2K | 62.26 | 0.11% |
| 76 | DIS | The Walt Disney... | 118.14 | -1.12% | 3.33K | +100.00% | 370.37K | 111.35 | 0.11% |
| 77 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 3.33K | +100.00% | 357.71K | 107.57 | 0.10% |
| 78 | NUE | Nucor Corporati... | 122.25 | +0.47% | 3.06K | 0.00% | 356.67K | 157 | 0.10% |
| 79 | GE | General Electri... | 235.63 | -0.38% | 2.02K | +100.00% | 337.31K | 166.79 | 0.10% |
| 80 | VEA | Vanguard Develo... | 55.73 | -1.28% | 6.99K | +100.00% | 334.29K | 47.82 | 0.10% |
| 81 | T | AT&T Inc. | 27.64 | -1.16% | 14.57K | +100.00% | 331.69K | 22.77 | 0.10% |
| 82 | PYPL | PayPal Holdings... | 70.64 | -2.23% | 3.82K | +100.00% | 325.7K | 85.35 | 0.10% |
| 83 | VZ | Verizon Communi... | 41.85 | -1.52% | 8.12K | +100.00% | 324.62K | 39.99 | 0.09% |
| 84 | SBUX | Starbucks Corpo... | 91.60 | -2.01% | 3.53K | +100.00% | 322.16K | 91.25 | 0.09% |
| 85 | VXUS | Vanguard Total ... | 67.54 | -1.24% | 5.36K | -66.08% | 315.69K | 56.11 | 0.09% |
| 86 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 6.16K | +100.00% | 315.22K | 51.14 | 0.09% |
| 87 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 2.13K | +100.00% | 307.86K | 144.62 | 0.09% |
| 88 | SONY | Sony Group Corp... | 25.66 | -1.67% | 14.49K | +100.00% | 306.57K | 21.16 | 0.09% |
| 89 | ISMD | Inspire Small/M... | 34.56 | -0.96% | 8K | -8.07% | 300.13K | 31.55 | 0.09% |
| 90 | SLV | iShares Silver ... | 33.74 | +2.15% | 11.34K | +0.01% | 298.58K | 22.08 | 0.09% |
| 91 | TGT | Target Corporat... | 95.12 | -2.31% | 2.21K | +100.00% | 298.34K | 135.18 | 0.09% |
| 92 | GM | General Motors ... | 48.29 | -1.99% | 5.49K | +100.00% | 292.62K | 53.27 | 0.09% |
| 93 | APH | Amphenol Corpor... | 92.69 | -0.73% | 4.04K | 0.00% | 280.86K | 49.57 | 0.08% |
| 94 | DBAW | Xtrackers MSCI ... | 36.65 | -0.5% | 8.24K | -5.3% | 279.91K | 28.99 | 0.08% |
| 95 | HAWX | iShares Currenc... | 34.78 | -0.67% | 8.49K | +0.37% | 273.44K | 27.02 | 0.08% |
| 96 | ABNB | Airbnb, Inc. | 133.42 | -2.76% | 2.05K | +100.00% | 268.87K | 131.41 | 0.08% |
| 97 | PLTR | Palantir Techno... | 138.17 | -2.29% | 3.5K | +100.00% | 264.4K | 75.63 | 0.08% |
| 98 | BABA | Alibaba Group H... | 115.13 | -0.72% | 3.08K | +100.00% | 260.73K | 84.79 | 0.08% |
| 99 | COIN | Coinbase Global... | 253.76 | -2.99% | 1.02K | +100.00% | 253.85K | 248.3 | 0.07% |
| 100 | FI | Fiserv, Inc. | 163.43 | -0.88% | 1.22K | 0.00% | 250.61K | 179.65 | 0.07% |
| 101 | O | Realty Income C... | 57.48 | +0.17% | 4.61K | +100.00% | 245.94K | 53.41 | 0.07% |
| 102 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 2.78K | +100.00% | 244.35K | 87.9 | 0.07% |
| 103 | VTV | Vanguard Value ... | 172.71 | -0.87% | 1.43K | -7.33% | 241.94K | 139.88 | 0.07% |
| 104 | DGRW | WisdomTree U.S.... | 81.78 | -0.76% | 2.93K | -0.44% | 237.1K | 78.09 | 0.07% |
| 105 | BOXX | Alpha Architect... | 112.46 | -0.01% | 2.14K | +100.00% | 236.22K | 110.28 | 0.07% |
| 106 | BTCW | WisdomTree Bitc... | 111.02 | -3.71% | 2.35K | +100.00% | 232.12K | 98.65 | 0.07% |
| 107 | AXON | Axon Enterprise... | 777.48 | -0.4% | 389 | -59.65% | 231.19K | 399.6 | 0.07% |
| 108 | VCIT | Vanguard Interm... | 81.71 | +0.23% | 2.78K | +1.49% | 223.49K | 77.98 | 0.07% |
| 109 | VNLA | Janus Henderson... | 49.05 | -0.01% | 4.42K | -6.71% | 216.34K | 47.43 | 0.06% |
| 110 | BITU | Proshares Ultra... | 49.37 | -7.33% | 4.37K | +100.00% | 215.92K | 49.42 | 0.06% |
| 111 | VCSH | Vanguard Short-... | 78.91 | +0.04% | 2.73K | 0.00% | 213.36K | 76.9 | 0.06% |
| 112 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 626 | -15.75% | 209.34K | 293.76 | 0.06% |
| 113 | TMUS | T-Mobile US, In... | 221.26 | -4.21% | 945 | +100.00% | 208.63K | 220.73 | 0.06% |
| 114 | RWJ | Invesco S&P Sma... | 41.85 | -1.3% | 4.49K | +1.54% | 205.34K | 45.71 | 0.06% |
| 115 | SMOT | VanEck Mornings... | 33.53 | -1.25% | 5.89K | +100.00% | 202.92K | 34.47 | 0.06% |
| 116 | NN | NextNav Inc. | 14.35 | -0.83% | 10.06K | +100.00% | 156.6K | 15.56 | 0.05% |
| 117 | LCID | Lucid Group, In... | 2.15 | +0.23% | 15.58K | -1.6% | 47.05K | 6.62 | 0.01% |