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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.47B
$295 Million 0.17% of portfolio
3,034
Q3 2024 Reduced 6.18%

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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