Whitaker-Myers Wealth Managers’s Timothy Plan High Dividend Stock ETF TPHD Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio TPHD Stock Details TPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,694	Closed	-$342K	–	128
2025 Q3	$342K	Buy	8,694 +848	+11%	+$32.8K	0.07%	97
2025 Q2	$297K	Sell	7,846 -154	-2%	-$5.63K	0.07%	94
2025 Q1	$301K	Buy	+8,000	New	+$299K	0.08%	91
2024 Q2	–	Sell	-5,701	Closed	-$206K	–	102
2024 Q1	$206K	Sell	5,701 -1,516	-21%	-$51.1K	0.09%	92
2023 Q4	$239K	Sell	7,217 -265	-4%	-$8.29K	0.12%	70
2023 Q3	$229K	Buy	7,482 +217	+3%	+$6.91K	0.14%	67
2023 Q2	$229K	Buy	7,265 +80	+1%	+$2.46K	0.15%	67
2023 Q1	$224K	Sell	7,185 -1,380	-16%	-$43.4K	0.17%	64
2022 Q4	$267K	Buy	+8,565	New	+$263K	0.26%	56

Other funds holding TPHD

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return

Whitaker-Myers Wealth Managers's TPHD Position: Q4 2025 in Review

Whitaker-Myers Wealth Managers sold out of Timothy Plan High Dividend Stock ETF (TPHD) in Q4 2025, closing a stake of 8,694 shares — an estimated $342K sold.

Whitaker-Myers Wealth Managers first reported a position in TPHD in Q4 2022 and held it in 9 quarters. The position peaked at $342K in Q3 2025. 88 funds tracked by Wall St. Rank hold TPHD as of Q4 2025.

Whitaker-Myers Wealth Managers reported no remaining Timothy Plan High Dividend Stock ETF position as of Q4 2025 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 8,694 Timothy Plan High Dividend Stock ETF shares in Q4 2025, an estimated $342K.
Whitaker-Myers Wealth Managers first reported a position in Timothy Plan High Dividend Stock ETF in Q4 2022 and held it in 9 quarters.
Whitaker-Myers Wealth Managers's Timothy Plan High Dividend Stock ETF position peaked at $342K in Q3 2025.
88 funds tracked by Wall St. Rank held Timothy Plan High Dividend Stock ETF as of Q4 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2025, filed 22 Jan 2026.