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
TPLCTimothy Plan Recent Activity Increased 26.28%	0.13%	$426,253 9,952 shares@ $42.84 avg price	Increased 26.28%
CRWDCrowdstrike Hldgs Inc Recent Activity Increased 17.64%	0.13%	$422,225 1,234 shares@ $342.16 avg price	Increased 17.64%
AMDAdvanced Micro Devices Inc Recent Activity Increased 16.68%	0.12%	$386,115 3,197 shares@ $120.78 avg price	Increased 16.68%
OUNZVaneck Merk Gold Etf Recent Activity Increased 2.6%	0.12%	$384,459 15,196 shares@ $25.31 avg price	Increased 2.6%
SLVIshares Silver Tr Recent Activity Increased 0.01%	0.09%	$298,582 11,340 shares@ $26.33 avg price	Increased 0.01%
HAWXIshares Tr Recent Activity Increased 0.37%	0.08%	$273,436 8,489 shares@ $32.22 avg price	Increased 0.37%
VCITVanguard Scottsdale Fds Recent Activity Increased 1.5%	0.07%	$223,493 2,784 shares@ $80.28 avg price	Increased 1.5%
RWJInvesco Exch Traded Fd Tr Ii Recent Activity Increased 1.54%	0.06%	$205,342 4,487 shares@ $45.77 avg price	Increased 1.54%