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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$2.89 Billion 1.71% of portfolio
12,382
Q3 2024 Reduced 1.19%
$3.12T
$1.97 Billion 1.17% of portfolio
4,573
Q3 2024 Added 0.51%
$734B
$1.62 Billion 0.96% of portfolio
7,663
Q3 2024 Reduced 0.88%
$439B
$1.22 Billion 0.73% of portfolio
3,023
Q3 2024 Reduced 0.26%
$243B
$1.08 Billion 0.64% of portfolio
13,428
Q3 2024 Reduced 0.65%
$256B
$878 Million 0.52% of portfolio
7,734
Q3 2024 Added 3.92%
$567B
$823 Million 0.49% of portfolio
1,408
Q3 2024 Added 209.45%
$407B
$814 Million 0.48% of portfolio
5,025
Q3 2024 Added 2.24%
$623B
$725 Million 0.43% of portfolio
1,575
Q4 2023 New
$1.29T
$609 Million 0.36% of portfolio
1,065
Q3 2024 Reduced 1.48%
$2.05T
$522 Million 0.31% of portfolio
2,802
Q3 2024 Reduced 1.75%
$211B
$442 Million 0.26% of portfolio
4,598
Q3 2024 Added 0.07%
$339B
$402 Million 0.24% of portfolio
3,306
Q3 2024 Reduced 25.89%
$1.01T
$360 Million 0.21% of portfolio
2,171
Q3 2024 Reduced 1.14%
$225B
$329 Million 0.2% of portfolio
1,933
Q4 2023 New
$278B
$289 Million 0.17% of portfolio
4,024
Q3 2024 Added 0.75%
$339B
$236 Million 0.14% of portfolio
864
Q3 2024 Reduced 2.04%
$228B
$224 Million 0.13% of portfolio
1,365
Q3 2024 Reduced 1.44%

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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