Keyes, Stange & Wooten Wealth Management, LLC Purchases in Q3 2024

Keyes, Stange & Wooten Wealth Management, LLC

  • $169 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
112K
+ 393.18%
$74.26 - $78.84 $8.35M - $8.87M
141K $11.1B
DFSD
Dimensional ETF Tr Short Durat

ETFs
144K
+ 51.43%
$47.0 - $47.84 $6.75M - $6.87M
423K $20.2B
DFAI
Dimensional ETF Tr

ETFs
11.9K
+ 1.79%
$28.69 - $32.06 $340K - $380K
676K $21.5B
Dimensional ETF Trust
11K
+ 4.26%
N/A
269K $17.1B
DFAT
Dimensional ETF Tr U S Target

ETFs
4.01K
+ 1.48%
$51.0 - $57.07 $204K - $229K
274K $15.3B
Dimensional ETF Trust
6.82K
+ 4.48%
N/A
159K $10.1B
DFAE
Dimensional ETF Tr

ETFs
9.81K
+ 2.81%
$24.46 - $27.82 $240K - $273K
358K $9.83B
DISV
Dimensional ETF Tr Dimensional

ETFs
3.51K
+ 1.27%
$26.06 - $29.18 $91.4K - $102K
281K $8.16B
ADI
Analog Devices Inc

Technology
2.59K
New
$200.56 - $243.33 $520K - $630K
2.59K $596M
UNH
Unitedhealth Group Inc

Healthcare
953
+ 209.45%
$488.01 - $604.18 $465K - $576K
1.41K $823M
FIS
Fidelity National Information Services, Inc.

Technology
4.34K
New
$72.8 - $85.04 $316K - $369K
4.34K $363M
NEE
Nextera Energy Inc

Utilities
1.53K
+ 19.76%
$69.9 - $84.97 $107K - $130K
9.29K $785M
SPY
Spdr S&P 500 ETF Trust

ETFs
366
New
$517.38 - $573.86 $189K - $210K
366 $210M
IQV
Iqvia Holdings Inc.

Healthcare
844
New
$206.81 - $251.55 $175K - $212K
844 $200M
BRO
Brown & Brown, Inc.

Financial Services
815
+ 10.73%
$89.11 - $105.82 $72.6K - $86.2K
8.41K $871M
PEG
Public Service Enterprise Group Inc

Utilities
1.37K
+ 37.99%
$73.58 - $89.21 $100K - $122K
4.96K $442M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.98K
+ 86.43%
$49.83 - $62.75 $149K - $187K
6.43K $371M
BBY
Best Buy CO Inc

Consumer Cyclical
183
+ 2.71%
$80.23 - $103.29 $14.7K - $18.9K
6.92K $715M
MDT
Medtronic PLC

Healthcare
435
+ 5.88%
$76.84 - $91.03 $33.4K - $39.6K
7.84K $705M
JCI
Johnson Controls International PLC

Industrials
276
+ 3.32%
$65.52 - $77.61 $18.1K - $21.4K
8.58K $666M
APD
Air Products & Chemicals, Inc.

Basic Materials
37
+ 1.47%
$247.34 - $300.11 $9.15K - $11.1K
2.56K $762M
CME
Cme Group Inc.

Financial Services
103
+ 2.96%
$193.43 - $220.62 $19.9K - $22.7K
3.59K $791M
VZ
Verizon Communications Inc

Communication Services
1.03K
+ 6.58%
$38.89 - $45.0 $40.1K - $46.4K
16.7K $751M
JNJ
Johnson & Johnson

Healthcare
110
+ 2.24%
$145.48 - $167.38 $16K - $18.4K
5.03K $814M
UNP
Union Pacific Corp

Industrials
146
+ 5.08%
$221.78 - $256.09 $32.4K - $37.4K
3.02K $745M
DRI
Darden Restaurants Inc

Consumer Cyclical
158
+ 3.9%
$138.06 - $172.74 $21.8K - $27.3K
4.21K $690M
CMCSA
Comcast Corp

Communication Services
513
+ 3.46%
$37.33 - $41.78 $19.2K - $21.4K
15.3K $641M
KO
Coca Cola CO

Consumer Defensive
30
+ 0.75%
$62.69 - $73.01 $1.88K - $2.19K
4.02K $289M
DXR
Daxor Corp

Healthcare
3.77K
+ 34.78%
$7.86 - $9.7 $29.6K - $36.6K
14.6K $126M
AVGO
Broadcom Inc.

Technology
6.22K
+ 847.14%
$136.27 - $1745.86 $847K - $10.9M
6.95K $1.2B
DIS
Walt Disney CO

Communication Services
3
+ 0.07%
$85.6 - $98.61 $257 - $296
4.6K $442M
MRK
Merck & Co., Inc.

Healthcare
292
+ 3.92%
$111.15 - $128.97 $32.5K - $37.7K
7.73K $878M
MPC
Marathon Petroleum Corp

Energy
60
+ 0.92%
$158.61 - $180.75 $9.52K - $10.8K
6.61K $1.08B
MSFT
Microsoft Corp

Technology
23
+ 0.51%
$395.15 - $467.56 $9.09K - $10.8K
4.57K $1.97B
DVN
Devon Energy Corp

Energy
486
+ 3.14%
$37.87 - $48.65 $18.4K - $23.6K
16K $625M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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