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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
IJJIshares Tr
Recent Activity
Decreased -29.32%
0.35%
$1.176M
9,408 shares@ $124.97 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -6.53%
0.34%
$1.134M
2,218 shares@ $511.14 avg price
IJKIshares Tr
Recent Activity
Decreased -30.13%
0.3%
$1.001M
11,004 shares@ $90.94 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -31.92%
0.25%
$837,629
17,331 shares@ $48.34 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -29.91%
0.24%
$810,068
3,484 shares@ $232.52 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -60.26%
0.24%
$800,365
2,762 shares@ $289.78 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -31.52%
0.24%
$789,570
5,992 shares@ $131.78 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.84%
0.21%
$716,117
3,760 shares@ $190.46 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.39%
0.2%
$656,143
6,663 shares@ $98.48 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -24.54%
0.19%
$620,544
11,466 shares@ $54.13 avg price