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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
XLRESelect Sector Spdr Tr
Recent Activity
Exited
0%
$650,661
14,566 shares@ $44.67 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$615,647
1,604 shares@ $383.82 avg price
ORCLOracle Corp
Recent Activity
Exited
0%
$476,779
2,798 shares@ $170.4 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Exited
0%
$474,076
965 shares@ $491.28 avg price
CATCaterpillar Inc
Recent Activity
Exited
0%
$452,175
1,156 shares@ $391.16 avg price
AXPAmerican Express Co
Recent Activity
Exited
0%
$435,403
1,605 shares@ $271.28 avg price
TDGTransdigm Group Inc
Recent Activity
Exited
0%
$403,878
283 shares@ $1427.14 avg price
GWWGrainger W W Inc
Recent Activity
Exited
0%
$395,898
381 shares@ $1039.11 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$372,994
802 shares@ $465.08 avg price
KLACKla Corp
Recent Activity
Exited
0%
$352,410
455 shares@ $774.53 avg price