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