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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
ITOTIshares Tr
Recent Activity
Increased 2.86%
0.53%
$1.805M
14,032 shares@ $128.63 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.95%
0.46%
$1.555M
7,087 shares@ $219.38 avg price
COWZPacer Fds Tr
Recent Activity
Increased 2.7%
0.44%
$1.48M
26,209 shares@ $56.48 avg price
PTINPacer Fds Tr
Recent Activity
Increased 1.21%
0.39%
$1.331M
47,977 shares@ $27.75 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 198.01%
0.32%
$1.076M
47,406 shares@ $22.71 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 85.05%
0.31%
$1.044M
40,360 shares@ $25.87 avg price
METAMeta Platforms Inc
Recent Activity
Increased 43.51%
0.27%
$911,847
1,557 shares@ $585.65 avg price
IJHIshares Tr
Recent Activity
Increased 7.88%
0.26%
$890,730
14,295 shares@ $62.32 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 6.25%
0.26%
$885,410
3,694 shares@ $239.69 avg price
BIBLNorthern Lts Fd Tr Iv
Recent Activity
Increased 2.95%
0.25%
$840,704
21,609 shares@ $38.91 avg price