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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$252 Million 0.18% of portfolio
959
Q2 2024 Reduced 3.23%
$37.9B
$265 Million 0.18% of portfolio
3,593
Q2 2024 New
$290B
$254 Million 0.18% of portfolio
3,994
Q2 2024 Added 0.78%
$7.58B
$247 Million 0.17% of portfolio
3,234
Q4 2023 New
$130B
$241 Million 0.17% of portfolio
2,188
Q2 2024 Added 1.25%
$533B
$232 Million 0.16% of portfolio
455
Q2 2024 Reduced 1.09%
$79.5B
$230 Million 0.16% of portfolio
1,542
Q2 2024 Added 4.61%
$263B
$227 Million 0.16% of portfolio
882
Q2 2024 Added 2.8%
$66.6B
$232 Million 0.16% of portfolio
862
Q2 2024 Reduced 4.43%
$226B
$225 Million 0.16% of portfolio
1,385
Q2 2024 Added 1.99%
$45.7B
$222 Million 0.15% of portfolio
1,388
Q2 2024 Reduced 5.96%
$84.3B
$210 Million 0.15% of portfolio
1,536
Q2 2024 Added 1.72%
$1.38B
$216 Million 0.15% of portfolio
3,450
Q2 2024 New
$31.2B
$212 Million 0.15% of portfolio
6,285
Q2 2024 Added 11.67%
$160B
$204 Million 0.14% of portfolio
458
Q2 2024 New
$1.03T
$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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