Keyes, Stange & Wooten Wealth Management, LLC Purchases in Q2 2025

Keyes, Stange & Wooten Wealth Management, LLC

  • $193 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.1K
+ 23.55%
$75.05 - $77.34 $3.16M - $3.26M
221K $17.1B
DFAE
Dimensional ETF Tr

ETFs
7K
+ 1.82%
$22.87 - $28.95 $160K - $203K
391K $11.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
3.69K
+ 1.31%
$44.8 - $53.97 $165K - $199K
286K $15.4B
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.9K
+ 142.67%
$24.21 - $29.47 $603K - $734K
42.3K $1.25B
AVLV
American Centy ETF Tr Avantis
2.97K
+ 2.18%
$56.85 - $68.21 $169K - $203K
139K $9.5B
ABBV
Abb Vie Inc.

Healthcare
3.11K
New
$170.16 - $206.27 $530K - $642K
3.11K $578M
AVUS
American Centy ETF Tr Avantis

ETFs
4.57K
+ 51.02%
$81.38 - $100.82 $372K - $461K
13.5K $1.36B
CMI
Cummins Inc

Industrials
1.16K
New
$267.12 - $336.65 $309K - $389K
1.16K $379M
FIS
Fidelity National Information Services, Inc.

Technology
4.31K
New
$68.14 - $82.13 $294K - $354K
4.31K $351M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.12K
New
$45.98 - $56.15 $281K - $344K
6.12K $344M
Ge Vernova Inc
478
New
N/A
478 $253M
QQQ
Invesco Qqq Trust, Series 1

ETFs
367
New
$416.06 - $551.64 $153K - $202K
367 $202M
NFLX
Netflix Inc

Communication Services
150
New
$855.86 - $1339.13 $128K - $201K
150 $201M
MPC
Marathon Petroleum Corp

Energy
80
+ 1.3%
$118.55 - $170.08 $9.48K - $13.6K
6.21K $1.03B
ADI
Analog Devices Inc

Technology
332
+ 22.02%
$164.6 - $238.02 $54.6K - $79K
1.84K $438M
RVT
Royce Value Trust, Inc.

Financial Services
1.65K
+ 11.73%
$12.5 - $15.21 $20.6K - $25.1K
15.7K $236M
UNH
Unitedhealth Group Inc

Healthcare
606
+ 77.1%
$274.35 - $599.47 $166K - $363K
1.39K $434M
ALL
Allstate Corp

Financial Services
85
+ 6.91%
$180.53 - $212.64 $15.3K - $18.1K
1.32K $265M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
640
+ 2.44%
$4.83 - $5.39 $3.09K - $3.45K
26.8K $145M
O
Realty Income Corp

Real Estate
109
+ 1.06%
$52.27 - $58.52 $5.7K - $6.38K
10.4K $601M
KO
Coca Cola CO

Consumer Defensive
28
+ 0.69%
$68.37 - $73.9 $1.91K - $2.07K
4.11K $291M
Activity Summary
Buys All Purchases 22 New Holdings 8 Increased Positions 14 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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