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Kelly F. Taylor

@Whitaker-myers Wealth Managers, Ltd.

Latest period2024 - Q4ReportedManaged Assets$342.972MTotal holdings120
Assets growth rate14.05%Assets growth rate (2-Q avg)12.55%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Whitaker-myers Wealth Managers, Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Whitaker-myers Wealth Managers, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 342.972M in assets, with a quarterly growth rate of 14.05% and a 2-quarter average growth rate of 12.55%. The portfolio is managed by Kelly F. Taylor, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MOATVaneck Etf Trust
Recent Activity
Increased 6.58%
15.08%
$51.716M
557,736 shares@ $92.73 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 33.47%
8.53%
$29.236M
138,922 shares@ $210.46 avg price
DBEFDbx Etf Tr
Recent Activity
Increased 12.01%
8%
$27.424M
662,412 shares@ $41.41 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 238.59%
6.5%
$22.267M
815,026 shares@ $27.32 avg price
VBRVanguard Index Fds
Recent Activity
Increased 4.1%
4.48%
$15.353M
77,468 shares@ $198.19 avg price
VBKVanguard Index Fds
Recent Activity
Increased 13.39%
4.48%
$15.352M
54,816 shares@ $280.06 avg price
IWPIshares Tr
Recent Activity
Increased 8.74%
3.99%
$13.66M
107,773 shares@ $126.76 avg price
ISRAVaneck Etf Trust
Recent Activity
Increased 10.97%
3.46%
$11.846M
271,982 shares@ $43.56 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 282.5%
3.39%
$11.602M
230,332 shares@ $50.37 avg price
EPIWisdomtree Tr
Recent Activity
Increased 15.9%
3.23%
$11.046M
244,012 shares@ $45.28 avg price