Kelly F. Taylor

@Whitaker-myers Wealth Managers, Ltd.

Latest period2024 - Q4

Reported4d ago

Managed Assets$342.972M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CRMSalesforce Inc Recent Activity Decreased -15.74%	0.07%	$209,337 626 shares@ $334.41 avg price	Decreased -15.74%
LCIDLucid Group Inc Recent Activity Decreased -1.6%	0.02%	$47,052 15,580 shares@ $3.03 avg price	Decreased -1.6%