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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
DISDisney Walt Co
Recent Activity
New Position
0.11%
$370,369
3,326 shares@ $111.36 avg price
XOMExxon Mobil Corp
Recent Activity
New Position
0.11%
$357,711
3,325 shares@ $107.59 avg price
GEGe Aerospace
Recent Activity
New Position
0.1%
$337,306
2,022 shares@ $166.82 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.1%
$334,288
6,991 shares@ $47.82 avg price
TAt&t Inc
Recent Activity
New Position
0.1%
$331,691
14,567 shares@ $22.78 avg price
PYPLPaypal Hldgs Inc
Recent Activity
New Position
0.1%
$325,696
3,816 shares@ $85.36 avg price
VZVerizon Communications Inc
Recent Activity
New Position
0.1%
$324,615
8,117 shares@ $40.0 avg price
SBUXStarbucks Corp
Recent Activity
New Position
0.1%
$322,160
3,531 shares@ $91.24 avg price
SPYVSpdr Ser Tr
Recent Activity
New Position
0.1%
$315,221
6,164 shares@ $51.14 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.09%
$307,857
2,129 shares@ $144.61 avg price