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