Keyes, Stange & Wooten Wealth Management, LLC Portfolio Holdings

Keyes, Stange & Wooten Wealth Management, LLC

  • $144 Billion
  • Q2 2024

Keyes, Stange & Wooten Wealth Management, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $19.7B, Dimensional ETF Trust with a value of $15.4B, Dimensional ETF Tr U S Target with a value of $14B, Dimensional ETF Tr Short Durat with a value of $13.1B, and Dimensional ETF Trust with a value of $9.07B.

Examining the 13F form we can see an increase of $30.2B in the current position value, from $114B to 144B.

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 $144 Billion
ETFs: $76 Billion
Technology: $9.05 Billion
Financial Services: $5.61 Billion
Consumer Cyclical: $3.23 Billion
Industrials: $3.05 Billion
Communication Services: $2.83 Billion
Healthcare: $2.55 Billion
Energy: $2.38 Billion
Other: $2.95 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.4B
$1.18 Billion 0.82% of portfolio
734
Q2 2024 Reduced 13.03%
$144B
$1.15 Billion 0.8% of portfolio
3,666
Q2 2024 Reduced 13.76%
$76.8B
$1.14 Billion 0.79% of portfolio
6,553
Q2 2024 Reduced 10.54%
$78.4B
$1.04 Billion 0.72% of portfolio
2,682
Q2 2024 Reduced 4.25%
$117B
$907 Million 0.63% of portfolio
3,556
Q2 2024 Reduced 5.35%
$25.5B
$734 Million 0.51% of portfolio
15,480
Q2 2024 Added 2.91%
$81.1B
$685 Million 0.48% of portfolio
3,482
Q2 2024 Added 0.26%
$31.2B
$679 Million 0.47% of portfolio
7,597
Q4 2023 New
$148B
$651 Million 0.45% of portfolio
2,876
Q2 2024 Added 0.59%
$170B
$647 Million 0.45% of portfolio
15,684
Q2 2024 Added 4.25%
$69.4B
$651 Million 0.45% of portfolio
2,523
Q2 2024 Added 5.48%
$20.6B
$612 Million 0.43% of portfolio
4,047
Q2 2024 Added 4.14%
$117B
$582 Million 0.41% of portfolio
7,400
Q2 2024 Added 3.53%
$20.3B
$568 Million 0.4% of portfolio
6,741
Q2 2024 Added 4.46%
$193B
$581 Million 0.4% of portfolio
14,833
Q2 2024 Added 5.15%
$151B
$549 Million 0.38% of portfolio
7,758
Q2 2024 Added 76.36%
$181B
$456 Million 0.32% of portfolio
4,595
Q1 2024 Reduced 11.16%
$45.9B
$395 Million 0.28% of portfolio
1,556
Q2 2024 Reduced 9.85%
$91.7B
$304 Million 0.21% of portfolio
924
Q2 2024 Reduced 6.38%
$32.3B
$297 Million 0.21% of portfolio
1,484
Q2 2024 Reduced 1.4%
$42B
$265 Million 0.18% of portfolio
3,593
Q2 2024 New
$137B
$241 Million 0.17% of portfolio
2,188
Q2 2024 Added 1.25%
$79.5B
$230 Million 0.16% of portfolio
1,542
Q2 2024 Added 4.61%
$62B
$232 Million 0.16% of portfolio
862
Q2 2024 Reduced 4.43%
$51.5B
$222 Million 0.15% of portfolio
1,388
Q2 2024 Reduced 5.96%
$87.2B
$210 Million 0.15% of portfolio
1,536
Q2 2024 Added 1.72%
$26.8B
$212 Million 0.15% of portfolio
6,285
Q2 2024 Added 11.67%
$164B
$204 Million 0.14% of portfolio
458
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $144 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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