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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
VNQVanguard Index Fds
Recent Activity
New Position
0.34%
$1.154M
12,955 shares@ $89.09 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.17%
$569,662
9,444 shares@ $60.32 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.16%
$541,500
2,336 shares@ $231.81 avg price
LLYEli Lilly & Co
Recent Activity
New Position
0.14%
$476,342
617 shares@ $772.03 avg price
SHOPShopify Inc
Recent Activity
New Position
0.14%
$458,601
4,313 shares@ $106.33 avg price
WMTWalmart Inc
Recent Activity
New Position
0.14%
$451,089
4,993 shares@ $90.35 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.12%
$400,246
883 shares@ $453.28 avg price
BACBank America Corp
Recent Activity
New Position
0.12%
$389,457
8,861 shares@ $43.96 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
New Position
0.12%
$388,660
1,968 shares@ $197.49 avg price
KOCoca Cola Co
Recent Activity
New Position
0.11%
$371,202
5,962 shares@ $62.27 avg price