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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.65T
$2.64 Billion 1.84% of portfolio
12,531
Q2 2024 Reduced 1.25%
$3.15T
$2.03 Billion 1.42% of portfolio
4,550
Q2 2024 Reduced 3.05%
$695B
$1.56 Billion 1.09% of portfolio
7,731
Q2 2024 Reduced 3.3%
$416B
$1.04 Billion 0.73% of portfolio
3,031
Q2 2024 Added 1.64%
$230B
$915 Million 0.64% of portfolio
13,516
Q2 2024 Reduced 6.25%
$261B
$921 Million 0.64% of portfolio
7,442
Q2 2024 Reduced 4.07%
$406B
$718 Million 0.5% of portfolio
4,915
Q2 2024 Added 2.23%
$238B
$699 Million 0.49% of portfolio
14,712
Q2 2024 Added 4.13%
$599B
$641 Million 0.45% of portfolio
1,575
Q4 2023 New
$1.33T
$545 Million 0.38% of portfolio
1,081
Q2 2024 Reduced 4.93%
$2.14T
$551 Million 0.38% of portfolio
2,852
Q2 2024 Reduced 1.82%
$368B
$551 Million 0.38% of portfolio
4,461
Q2 2024 Added 1,264.22%
$1.08T
$400 Million 0.28% of portfolio
2,196
Q2 2024 Reduced 4.69%
$227B
$319 Million 0.22% of portfolio
1,933
Q4 2023 New
$503B
$252 Million 0.18% of portfolio
959
Q2 2024 Reduced 3.23%
$276B
$254 Million 0.18% of portfolio
3,994
Q2 2024 Added 0.78%
$322B
$227 Million 0.16% of portfolio
882
Q2 2024 Added 2.8%
$242B
$225 Million 0.16% of portfolio
1,385
Q2 2024 Added 1.99%
$1.09T
$203 Million 0.14% of portfolio
1,106
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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