Keyes, Stange & Wooten Wealth Management, LLC Portfolio Holdings

Keyes, Stange & Wooten Wealth Management, LLC

  • $169 Billion
  • Q3 2024

Keyes, Stange & Wooten Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $169 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $21.5B, Dimensional ETF Tr Short Durat with a value of $20.2B, Dimensional ETF Trust with a value of $17.1B, Dimensional ETF Tr U S Target with a value of $15.3B, and Vanguard Bd Index Fd Inc Inter with a value of $11.1B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $144B to 169B.

Keyes, Stange & Wooten Wealth Management, LLC is based out at Palm Coast, FL

Below you can find more details about Keyes, Stange & Wooten Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
ETFs: $97.3 Billion
Technology: $9.49 Billion
Financial Services: $6.15 Billion
Consumer Cyclical: $3.75 Billion
Healthcare: $3.55 Billion
Industrials: $3.41 Billion
Communication Services: $2.8 Billion
Energy: $1.95 Billion
Other: $3.69 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$1.2 Billion 0.71% of portfolio
3,615
Q3 2024 Reduced 1.39%
$66.8B
$1.2 Billion 0.71% of portfolio
6,952
Q3 2024 Added 847.14%
$81.5B
$1.15 Billion 0.68% of portfolio
2,548
Q3 2024 Reduced 5.0%
$78B
$1.08 Billion 0.64% of portfolio
6,613
Q3 2024 Added 0.92%
$31.6B
$871 Million 0.52% of portfolio
8,412
Q3 2024 Added 10.73%
$119B
$862 Million 0.51% of portfolio
2,989
Q3 2024 Reduced 15.94%
$151B
$785 Million 0.47% of portfolio
9,291
Q3 2024 Added 19.76%
$82.4B
$791 Million 0.47% of portfolio
3,585
Q3 2024 Added 2.96%
$74.1B
$762 Million 0.45% of portfolio
2,560
Q3 2024 Added 1.47%
$185B
$751 Million 0.45% of portfolio
16,716
Q3 2024 Added 6.58%
$153B
$745 Million 0.44% of portfolio
3,022
Q3 2024 Added 5.08%
$20.9B
$715 Million 0.42% of portfolio
6,924
Q3 2024 Added 2.71%
$114B
$705 Million 0.42% of portfolio
7,835
Q3 2024 Added 5.88%
$21.4B
$690 Million 0.41% of portfolio
4,205
Q3 2024 Added 3.9%
$57.4B
$666 Million 0.4% of portfolio
8,584
Q3 2024 Added 3.32%
$190B
$641 Million 0.38% of portfolio
15,346
Q3 2024 Added 3.46%
$115B
$596 Million 0.35% of portfolio
2,591
Q3 2024 New
$49B
$453 Million 0.27% of portfolio
1,519
Q3 2024 Reduced 2.38%
$46.4B
$442 Million 0.26% of portfolio
4,958
Q3 2024 Added 37.99%
$51.3B
$363 Million 0.22% of portfolio
4,338
Q3 2024 New
$95.8B
$348 Million 0.21% of portfolio
896
Q3 2024 Reduced 3.03%
$79.5B
$272 Million 0.16% of portfolio
1,514
Q3 2024 Reduced 1.82%
$54.6B
$258 Million 0.15% of portfolio
1,359
Q3 2024 Reduced 2.09%
$31.9B
$250 Million 0.15% of portfolio
1,450
Q3 2024 Reduced 2.29%
$89.1B
$242 Million 0.14% of portfolio
1,507
Q3 2024 Reduced 1.89%
$145B
$232 Million 0.14% of portfolio
1,971
Q3 2024 Reduced 9.92%
$170B
$231 Million 0.14% of portfolio
448
Q3 2024 Reduced 2.18%
$37.9B
$200 Million 0.12% of portfolio
844
Q3 2024 New
$61.4B
$202 Million 0.12% of portfolio
841
Q3 2024 Reduced 2.44%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $169 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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