Keyes, Stange & Wooten Wealth Management, LLC Reduced Holdings in Q2 2025

Keyes, Stange & Wooten Wealth Management, LLC

  • $193 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-99
- 0.8%
$172.42 - $223.89 $17.1K - $22.2K
12.3K $2.53B
CMCSA
Comcast Corp

Communication Services
-4.4K
- 32.4%
$32.84 - $36.72 $145K - $162K
9.18K $328M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.41K
- 21.81%
$56.17 - $75.73 $79.1K - $107K
5.05K $339M
NEE
Nextera Energy Inc

Utilities
-1.12K
- 11.76%
$64.11 - $75.0 $71.5K - $83.7K
8.38K $581M
UNP
Union Pacific Corp

Industrials
-296
- 9.72%
$208.27 - $238.46 $61.6K - $70.6K
2.75K $632M
FISV
Fiserv Inc

Technology
-105
- 7.7%
N/A
1.26K $217M
MSI
Motorola Solutions, Inc.

Technology
-80
- 3.28%
$394.72 - $440.39 $31.6K - $35.2K
2.36K $991M
CB
Chubb LTD

Financial Services
-116
- 3.86%
$274.32 - $302.46 $31.8K - $35.1K
2.89K $837M
HD
Home Depot, Inc.

Consumer Cyclical
-185
- 6.31%
$335.24 - $380.78 $62K - $70.4K
2.75K $1.01B
APD
Air Products & Chemicals, Inc.

Basic Materials
-121
- 4.78%
$248.61 - $294.96 $30.1K - $35.7K
2.41K $679M
VZ
Verizon Communications Inc

Communication Services
-522
- 3.1%
$41.67 - $45.62 $21.8K - $23.8K
16.3K $706M
MDT
Medtronic PLC

Healthcare
-400
- 5.06%
$80.68 - $88.86 $32.3K - $35.5K
7.5K $654M
CME
Cme Group Inc.

Financial Services
-276
- 7.98%
$252.37 - $290.71 $69.7K - $80.2K
3.18K $877M
DRI
Darden Restaurants Inc

Consumer Cyclical
-358
- 8.91%
$186.58 - $225.78 $66.8K - $80.8K
3.66K $798M
TJX
Tjx Companies Inc

Consumer Cyclical
-302
- 15.32%
$119.13 - $135.03 $36K - $40.8K
1.67K $206M
SPGI
S&P Global Inc.

Financial Services
-51
- 11.75%
$438.31 - $527.29 $22.4K - $26.9K
383 $202M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-5.52K
- 1.09%
$47.09 - $48.01 $260K - $265K
503K $24.1B
V
Visa Inc.

Financial Services
-43
- 4.15%
$308.27 - $373.31 $13.3K - $16.1K
992 $352M
CRM
Salesforce, Inc.

Technology
-20
- 2.5%
$236.26 - $291.15 $4.73K - $5.82K
781 $213M
PEG
Public Service Enterprise Group Inc

Utilities
-66
- 1.3%
$77.13 - $84.18 $5.09K - $5.56K
5.02K $423M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-295
- 3.81%
$55.54 - $69.09 $16.4K - $20.4K
7.45K $514M
VEA
Vanguard Ftse Developed Market

ETFs
-256
- 3.18%
$45.65 - $57.01 $11.7K - $14.6K
7.81K $445M
GOOGL
Alphabet Inc.

Communication Services
-6
- 0.31%
$144.7 - $178.6 $868 - $1.07K
1.94K $342M
AMZN
Amazon Com Inc

Consumer Cyclical
-131
- 4.72%
$167.32 - $223.3 $21.9K - $29.3K
2.65K $581M
TT
Trane Technologies PLC

Industrials
-73
- 8.48%
$315.21 - $437.41 $23K - $31.9K
788 $345M
WMT
Walmart Inc.

Consumer Defensive
-645
- 5.45%
$81.79 - $99.98 $52.8K - $64.5K
11.2K $1.09B
IEMG
Ishares Inc

ETFs
-340
- 1.95%
N/A
17.1K $1.03B
META
Meta Platforms, Inc.

Communication Services
-46
- 4.91%
$484.66 - $738.09 $22.3K - $34K
890 $657M
JPM
Jpmorgan Chase & CO

Financial Services
-418
- 5.93%
$210.28 - $289.91 $87.9K - $121K
6.63K $1.92B
JCI
Johnson Controls International PLC

Industrials
-230
- 2.66%
$71.14 - $105.62 $16.4K - $24.3K
8.42K $890M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-372
- 0.48%
$23.4 - $29.68 $8.7K - $11K
77.6K $2.3B
ETN
Eaton Corp PLC

Industrials
-81
- 2.48%
$246.52 - $356.99 $20K - $28.9K
3.18K $1.14B
VTI
Vanguard Total Stock Market Et

ETFs
-1.02K
- 4.3%
$243.75 - $303.93 $249K - $311K
22.8K $6.91B
MSFT
Microsoft Corp

Technology
-111
- 2.46%
$354.56 - $497.45 $39.4K - $55.2K
4.41K $2.19B
AVGO
Broadcom Inc.

Technology
-342
- 5.66%
$146.29 - $275.65 $50K - $94.3K
5.71K $1.57B
Dimensional ETF Trust
-1.85K
- 1.15%
N/A
159K $10.7B
DISV
Dimensional ETF Tr Dimensional

ETFs
-8.83K
- 2.96%
$25.93 - $32.91 $229K - $291K
289K $9.52B
Dimensional ETF Trust
-4.54K
- 1.39%
N/A
322K $21.6B
DFAI
Dimensional ETF Tr

ETFs
-7.24K
- 0.99%
$28.02 - $34.71 $203K - $251K
725K $25.1B
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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