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

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
Track This Portfolio

Track Keyes, Stange & Wooten Wealth Management, LLC Portfolio

Follow Keyes, Stange & Wooten Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keyes, Stange & Wooten Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyes, Stange & Wooten Wealth Management, LLC with notifications on news.