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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
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 1.67%
0.23%
$784,326
8,125 shares@ $96.54 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 2.88%
0.22%
$737,944
10,262 shares@ $71.92 avg price
DIVIFranklin Templeton Etf Tr
Recent Activity
Increased 3.29%
0.17%
$558,849
18,622 shares@ $30.02 avg price
NFLXNetflix Inc
Recent Activity
Increased 6.74%
0.16%
$536,575
602 shares@ $891.33 avg price
WWJDNorthern Lts Fd Tr Iv
Recent Activity
Increased 3.49%
0.16%
$536,355
18,495 shares@ $29.0 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 29.34%
0.15%
$484,752
529 shares@ $916.36 avg price
CALFPacer Fds Tr
Recent Activity
Increased 1.87%
0.14%
$476,309
10,823 shares@ $44.01 avg price
VVisa Inc
Recent Activity
Increased 98.02%
0.14%
$471,904
1,493 shares@ $316.08 avg price
XMLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.64%
0.14%
$465,620
7,656 shares@ $60.82 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 149.1%
0.13%
$427,424
2,349 shares@ $181.96 avg price