Keyes, Stange & Wooten Wealth Management, LLC Reduced Holdings in Q3 2024

Keyes, Stange & Wooten Wealth Management, LLC

  • $169 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
-55.3K
- 82.01%
N/A
12.1K $616M
NVDA
Nvidia Corp

Technology
-1.16K
- 25.89%
$98.91 - $134.91 $114K - $156K
3.31K $402M
FANG
Diamondback Energy, Inc.

Energy
-34
- 2.29%
$168.46 - $210.94 $5.73K - $7.17K
1.45K $250M
CB
Chubb LTD

Financial Services
-567
- 15.94%
$252.51 - $292.2 $143K - $166K
2.99K $862M
GOOGL
Alphabet Inc.

Communication Services
-25
- 1.14%
$148.65 - $191.18 $3.72K - $4.78K
2.17K $360M
NXPI
Nxp Semiconductors N.V.

Technology
-21
- 2.44%
$225.14 - $290.78 $4.73K - $6.11K
841 $202M
AMZN
Amazon Com Inc

Consumer Cyclical
-50
- 1.75%
$161.02 - $200.0 $8.05K - $10K
2.8K $522M
TJX
Tjx Companies Inc

Consumer Cyclical
-217
- 9.92%
$107.93 - $120.23 $23.4K - $26.1K
1.97K $232M
AMD
Advanced Micro Devices Inc

Technology
-20
- 1.44%
$128.67 - $183.96 $2.57K - $3.68K
1.37K $224M
V
Visa Inc.

Financial Services
-14
- 1.46%
$253.74 - $291.56 $3.55K - $4.08K
945 $260M
SPGI
S&P Global Inc.

Financial Services
-10
- 2.18%
$446.32 - $527.38 $4.46K - $5.27K
448 $231M
ICE
Intercontinental Exchange, Inc.

Financial Services
-29
- 1.89%
$136.93 - $162.81 $3.97K - $4.72K
1.51K $242M
ALL
Allstate Corp

Financial Services
-29
- 2.09%
$158.43 - $192.86 $4.59K - $5.59K
1.36K $258M
FISV
Fiserv Inc

Technology
-28
- 1.82%
N/A
1.51K $272M
TT
Trane Technologies PLC

Industrials
-28
- 3.03%
$314.21 - $388.71 $8.8K - $10.9K
896 $348M
IEMG
Ishares Inc

ETFs
-453
- 2.46%
$53.64 - $53.64 $24.3K - $24.3K
17.9K $1.03B
SSB
South State Corp

Financial Services
-200
- 6.18%
$75.47 - $101.63 $15.1K - $20.3K
3.03K $295M
ETN
Eaton Corp PLC

Industrials
-51
- 1.39%
$272.52 - $333.02 $13.9K - $17K
3.62K $1.2B
JPM
Jpmorgan Chase & CO

Financial Services
-68
- 0.88%
$194.9 - $224.8 $13.3K - $15.3K
7.66K $1.62B
PWR
Quanta Services, Inc.

Industrials
-37
- 2.38%
$239.58 - $298.23 $8.86K - $11K
1.52K $453M
META
Meta Platforms, Inc.

Communication Services
-16
- 1.48%
$453.41 - $572.44 $7.25K - $9.16K
1.07K $609M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.33K
- 1.75%
$25.21 - $28.46 $33.4K - $37.7K
74.4K $2.09B
MSI
Motorola Solutions, Inc.

Technology
-134
- 5.0%
$385.65 - $450.49 $51.7K - $60.4K
2.55K $1.15B
WMT
Walmart Inc.

Consumer Defensive
-88
- 0.65%
$66.91 - $81.4 $5.89K - $7.16K
13.4K $1.08B
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.26%
$333.64 - $405.2 $2.67K - $3.24K
3.02K $1.22B
AAPL
Apple Inc.

Technology
-149
- 1.19%
$207.23 - $234.82 $30.9K - $35K
12.4K $2.89B
VTI
Vanguard Total Stock Market Et

ETFs
-175
- 0.7%
$255.18 - $283.2 $44.7K - $49.6K
24.8K $7.02B
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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