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Whitaker-Myers Wealth Managers’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,952
Closed -$426K – 137
2024
Q4 		$426K Buy
9,952
+2,071
+26% +$92K 0.12% 69
2024
Q3 		$347K Buy
7,881
+468
+6% +$19.6K 0.12% 77
2024
Q2 		$301K Buy
7,413
+362
+5% +$14.7K 0.11% 78
2024
Q1 		$297K Buy
+7,051
New +$278K 0.13% 76

Other funds holding TPLC

CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whitaker-Myers Wealth Managers's TPLC Position: Q1 2025 in Review

Whitaker-Myers Wealth Managers sold out of Timothy Plan US Large/Mid Cap Core ETF (TPLC) in Q1 2025, closing a stake of 9,952 shares — an estimated $426K sold.

Whitaker-Myers Wealth Managers first reported a position in TPLC in Q1 2024 and held it in 4 quarters. The position peaked at $426K in Q4 2024. 91 funds tracked by Wall St. Rank hold TPLC as of Q1 2025.

  • Whitaker-Myers Wealth Managers reported no remaining Timothy Plan US Large/Mid Cap Core ETF position as of Q1 2025 after selling out during the quarter.
  • Whitaker-Myers Wealth Managers sold 9,952 Timothy Plan US Large/Mid Cap Core ETF shares in Q1 2025, an estimated $426K.
  • Whitaker-Myers Wealth Managers first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q1 2024 and held it in 4 quarters.
  • Whitaker-Myers Wealth Managers's Timothy Plan US Large/Mid Cap Core ETF position peaked at $426K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q1 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2025, filed 14 Apr 2025.