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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
SCHGSchwab Strategic Tr
Recent Activity
Increased 383.79%
3.07%
$10.495M
376,576 shares@ $27.87 avg price
XMVMInvesco Exchange Traded Fd T
Recent Activity
Increased 8.7%
3.06%
$10.47M
188,927 shares@ $55.42 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 278.94%
2.72%
$9.299M
356,691 shares@ $26.08 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -8.83%
2.29%
$7.832M
14,536 shares@ $538.81 avg price
PHYSSprott Physical Gold Tr
Recent Activity
Decreased -26.17%
1.98%
$6.781M
336,710 shares@ $20.14 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 20.74%
1.9%
$6.513M
56,894 shares@ $114.48 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1168.14%
1.82%
$6.228M
10,627 shares@ $586.07 avg price
AAPLApple Inc
Recent Activity
Increased 14.66%
1.34%
$4.565M
18,230 shares@ $250.43 avg price
PTLCPacer Fds Tr
Recent Activity
Decreased -3.69%
1.15%
$3.927M
73,482 shares@ $53.44 avg price
IWSIshares Tr
Recent Activity
Increased 9.14%
1.06%
$3.626M
28,033 shares@ $129.34 avg price