test

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
IMCGIshares Tr
Recent Activity
Decreased -11.14%
0.18%
$598,183
7,920 shares@ $75.53 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -9.46%
0.13%
$431,059
2,277 shares@ $189.32 avg price
TPSCTimothy Plan
Recent Activity
Decreased -4.18%
0.12%
$379,601
9,721 shares@ $39.05 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -66.08%
0.1%
$315,688
5,357 shares@ $58.93 avg price
ISMDNorthern Lts Fd Tr Iv
Recent Activity
Decreased -8.06%
0.09%
$300,132
7,999 shares@ $37.53 avg price
DBAWDbx Etf Tr
Recent Activity
Decreased -5.29%
0.09%
$279,910
8,242 shares@ $33.97 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -7.32%
0.08%
$241,940
1,429 shares@ $169.31 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -0.44%
0.07%
$237,103
2,930 shares@ $80.93 avg price
AXONAxon Enterprise Inc
Recent Activity
Decreased -59.64%
0.07%
$231,190
389 shares@ $594.32 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Decreased -6.7%
0.07%
$216,343
4,423 shares@ $48.92 avg price