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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
CDNSCadence Design System Inc
Recent Activity
Exited
0%
$341,498
1,260 shares@ $271.04 avg price
SPGIS&p Global Inc
Recent Activity
Exited
0%
$315,655
611 shares@ $516.63 avg price
HDHome Depot Inc
Recent Activity
Exited
0%
$309,266
763 shares@ $405.33 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$307,388
954 shares@ $322.21 avg price
GRMNGarmin Ltd
Recent Activity
Exited
0%
$306,292
1,740 shares@ $176.03 avg price
IRIngersoll Rand Inc
Recent Activity
Exited
0%
$256,688
2,615 shares@ $98.16 avg price
LDOSLeidos Holdings Inc
Recent Activity
Exited
0%
$254,932
1,564 shares@ $163.0 avg price
CLColgate Palmolive Co
Recent Activity
Exited
0%
$250,909
2,417 shares@ $103.82 avg price
VOEVanguard Index Fds
Recent Activity
Exited
0%
$250,331
1,493 shares@ $167.67 avg price
IWMIshares Tr
Recent Activity
Exited
0%
$244,667
1,108 shares@ $220.82 avg price