Keyes, Stange & Wooten Wealth Management, LLC Reduced Holdings in Q1 2025

Keyes, Stange & Wooten Wealth Management, LLC

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
-11.4K
- 6.6%
N/A
161K $9.87B
AVGO
Broadcom Inc.

Technology
-885
- 12.77%
$167.43 - $244.7 $148K - $217K
6.05K $1.01B
VTI
Vanguard Total Stock Market Et

ETFs
-358
- 1.48%
$271.18 - $303.12 $97.1K - $109K
23.8K $6.53B
ETN
Eaton Corp PLC

Industrials
-303
- 8.49%
$271.83 - $371.23 $82.4K - $112K
3.27K $888M
NVDA
Nvidia Corp

Technology
-1.5K
- 37.44%
$106.98 - $149.43 $160K - $224K
2.51K $272M
MSFT
Microsoft Corp

Technology
-55
- 1.2%
$375.39 - $447.2 $20.6K - $24.6K
4.52K $1.7B
PWR
Quanta Services, Inc.

Industrials
-401
- 28.81%
$236.71 - $358.03 $94.9K - $144K
991 $252M
ADI
Analog Devices Inc

Technology
-777
- 34.0%
$201.56 - $243.82 $157K - $189K
1.51K $304M
WMT
Walmart Inc.

Consumer Defensive
-1.21K
- 9.25%
$84.5 - $105.05 $102K - $127K
11.8K $1.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
-203
- 35.68%
$551.42 - $612.93 $112K - $124K
366 $205M
GOOGL
Alphabet Inc.

Communication Services
-188
- 8.81%
$154.33 - $206.19 $29K - $38.8K
1.95K $301M
HD
Home Depot, Inc.

Consumer Cyclical
-57
- 1.91%
$347.25 - $424.87 $19.8K - $24.2K
2.93K $1.08B
AMZN
Amazon Com Inc

Consumer Cyclical
-24
- 0.86%
$190.26 - $242.06 $4.57K - $5.81K
2.78K $529M
MSI
Motorola Solutions, Inc.

Technology
-51
- 2.05%
$411.73 - $482.1 $21K - $24.6K
2.44K $1.07B
MRK
Merck & Co., Inc.

Healthcare
-29
- 0.4%
$83.01 - $101.02 $2.41K - $2.93K
7.13K $640M
META
Meta Platforms, Inc.

Communication Services
-102
- 9.83%
$576.36 - $736.67 $58.8K - $75.1K
936 $540M
JPM
Jpmorgan Chase & CO

Financial Services
-446
- 5.96%
$225.19 - $279.95 $100K - $125K
7.04K $1.73B
CRM
Salesforce, Inc.

Technology
-36
- 4.3%
$268.36 - $359.95 $9.66K - $13K
801 $215M
TT
Trane Technologies PLC

Industrials
-23
- 2.6%
$332.0 - $400.86 $7.64K - $9.22K
861 $290M
CMCSA
Comcast Corp

Communication Services
-60
- 0.44%
$33.19 - $38.23 $1.99K - $2.29K
13.6K $501M
FISV
Fiserv Inc

Technology
-125
- 8.39%
N/A
1.36K $301M
SPGI
S&P Global Inc.

Financial Services
-5
- 1.14%
$478.26 - $543.77 $2.39K - $2.72K
434 $221M
ALL
Allstate Corp

Financial Services
-73
- 5.6%
$180.99 - $210.18 $13.2K - $15.3K
1.23K $255M
APD
Air Products & Chemicals, Inc.

Basic Materials
-22
- 0.86%
$283.24 - $338.07 $6.23K - $7.44K
2.53K $746M
VEA
Vanguard Ftse Developed Market

ETFs
-77
- 0.95%
$47.4 - $52.99 $3.65K - $4.08K
8.06K $410M
IEMG
Ishares Inc

ETFs
-91
- 0.52%
N/A
17.5K $942M
DRI
Darden Restaurants Inc

Consumer Cyclical
-152
- 3.65%
$180.02 - $208.56 $27.4K - $31.7K
4.02K $835M
CME
Cme Group Inc.

Financial Services
-76
- 2.15%
$225.82 - $266.54 $17.2K - $20.3K
3.46K $917M
BRO
Brown & Brown, Inc.

Financial Services
-139
- 1.65%
$100.54 - $124.4 $14K - $17.3K
8.27K $1.03B
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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