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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
BOXXEa Series Trust
Recent Activity
New Position
0.07%
$236,220
2,142 shares@ $110.29 avg price
BTCWWisdomtree Bitcoin Fd
Recent Activity
New Position
0.07%
$232,123
2,353 shares@ $98.65 avg price
BITUProshares Tr
Recent Activity
New Position
0.07%
$215,917
4,369 shares@ $49.43 avg price
TMUST-mobile Us Inc
Recent Activity
New Position
0.07%
$208,635
945 shares@ $220.78 avg price
SMOTVaneck Etf Trust
Recent Activity
New Position
0.06%
$202,917
5,887 shares@ $34.47 avg price
NNNextnav Inc
Recent Activity
New Position
0.05%
$156,596
10,064 shares@ $15.57 avg price