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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
SONYSony Group Corp
Recent Activity
New Position
0.09%
$306,566
14,488 shares@ $21.16 avg price
TGTTarget Corp
Recent Activity
New Position
0.09%
$298,342
2,207 shares@ $135.18 avg price
GMGeneral Mtrs Co
Recent Activity
New Position
0.09%
$292,617
5,493 shares@ $53.28 avg price
ABNBAirbnb Inc
Recent Activity
New Position
0.08%
$268,865
2,046 shares@ $131.42 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.08%
$264,402
3,496 shares@ $75.63 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.08%
$260,729
3,075 shares@ $84.79 avg price
SQBlock Inc
Recent Activity
New Position
0.08%
$256,160
3,014 shares@ $85.0 avg price
COINCoinbase Global Inc
Recent Activity
New Position
0.08%
$253,854
1,022 shares@ $248.39 avg price
ORealty Income Corp
Recent Activity
New Position
0.08%
$245,935
4,605 shares@ $53.41 avg price
SPYGSpdr Ser Tr
Recent Activity
New Position
0.08%
$244,349
2,780 shares@ $87.9 avg price