Keyes, Stange & Wooten Wealth Management, LLC Purchases in Q1 2025

Keyes, Stange & Wooten Wealth Management, LLC

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
54.7K
+ 8.06%
$28.88 - $32.4 $1.58M - $1.77M
733K $22.9B
Dimensional ETF Trust
47.9K
+ 17.15%
N/A
327K $20.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
38.4K
+ 8.18%
$46.74 - $47.55 $1.8M - $1.83M
508K $24.1B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.5K
+ 10.85%
$73.78 - $76.59 $1.29M - $1.34M
179K $13.7B
DISV
Dimensional ETF Tr Dimensional

ETFs
9.3K
+ 3.22%
$26.09 - $30.21 $243K - $281K
298K $8.68B
AVUS
American Centy ETF Tr Avantis

ETFs
8.96K
New
$90.7 - $101.57 $812K - $910K
8.96K $828M
DFAE
Dimensional ETF Tr

ETFs
18.6K
+ 5.1%
$24.64 - $26.86 $459K - $500K
384K $9.94B
DFSV
Dimensional ETF Tr Dimensional

ETFs
17.4K
New
$27.56 - $32.1 $481K - $560K
17.4K $491M
JNJ
Johnson & Johnson

Healthcare
2.06K
+ 74.49%
$142.06 - $167.7 $293K - $345K
4.82K $800M
O
Realty Income Corp

Real Estate
5.03K
+ 95.14%
$51.67 - $58.49 $260K - $294K
10.3K $599M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.51%
$442.66 - $534.52 $3.54K - $4.28K
1.58K $843M
VZ
Verizon Communications Inc

Communication Services
292
+ 1.77%
$37.81 - $46.49 $11K - $13.6K
16.8K $763M
MDT
Medtronic PLC

Healthcare
159
+ 2.05%
$79.84 - $94.5 $12.7K - $15K
7.9K $710M
UNH
Unitedhealth Group Inc

Healthcare
135
+ 20.74%
$461.52 - $548.18 $62.3K - $74K
786 $412M
CB
Chubb LTD

Financial Services
14
+ 0.47%
$257.71 - $301.99 $3.61K - $4.23K
3.01K $908M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.2K
+ 2.9%
$25.35 - $27.46 $55.7K - $60.4K
78K $2.06B
V
Visa Inc.

Financial Services
130
+ 14.36%
$306.92 - $362.71 $39.9K - $47.2K
1.04K $363M
MPC
Marathon Petroleum Corp

Energy
125
+ 2.08%
$134.72 - $159.03 $16.8K - $19.9K
6.13K $894M
UNP
Union Pacific Corp

Industrials
73
+ 2.46%
$225.21 - $254.42 $16.4K - $18.6K
3.05K $719M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
8.47K
+ 47.84%
$5.3 - $5.75 $44.9K - $48.7K
26.2K $141M
RVT
Royce Value Trust, Inc.

Financial Services
3.31K
+ 30.85%
$14.07 - $16.68 $46.6K - $55.2K
14K $200M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
32
+ 0.42%
$58.01 - $64.46 $1.86K - $2.06K
7.74K $481M
DXR
Daxor Corp

Healthcare
1.3K
+ 8.91%
$7.0 - $8.5 $9.11K - $11.1K
15.9K $129M
NEE
Nextera Energy Inc

Utilities
288
+ 3.13%
$66.96 - $76.16 $19.3K - $21.9K
9.49K $673M
JCI
Johnson Controls International PLC

Industrials
22
+ 0.25%
$76.12 - $90.6 $1.67K - $1.99K
8.65K $693M
PEG
Public Service Enterprise Group Inc

Utilities
59
+ 1.17%
$78.2 - $90.39 $4.61K - $5.33K
5.09K $419M
DIS
Walt Disney CO

Communication Services
2
+ 0.04%
$96.87 - $114.0 $194 - $228
5.46K $539M
AVLV
American Centy ETF Tr Avantis
745
+ 0.55%
$63.51 - $70.42 $47.3K - $52.5K
136K $8.89B
AAPL
Apple Inc.

Technology
178
+ 1.45%
$209.68 - $247.1 $37.3K - $44K
12.4K $2.76B
DFAT
Dimensional ETF Tr U S Target

ETFs
2.91K
+ 1.04%
$50.44 - $58.1 $147K - $169K
282K $14.5B
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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