Keyes, Stange & Wooten Wealth Management, LLC Reduced Holdings in Q4 2024

Keyes, Stange & Wooten Wealth Management, LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-757
- 53.76%
$485.52 - $625.25 $368K - $473K
651 $329M
JNJ
Johnson & Johnson

Healthcare
-2.26K
- 45.0%
$143.34 - $165.86 $324K - $375K
2.76K $400M
MPC
Marathon Petroleum Corp

Energy
-604
- 9.13%
$131.65 - $174.84 $79.5K - $106K
6.01K $838M
MRK
Merck & Co., Inc.

Healthcare
-573
- 7.41%
$96.31 - $114.76 $55.2K - $65.8K
7.16K $712M
CMCSA
Comcast Corp

Communication Services
-1.7K
- 11.1%
$37.39 - $45.14 $63.7K - $76.9K
13.6K $512M
BBY
Best Buy CO Inc

Consumer Cyclical
-84
- 1.21%
$85.2 - $101.35 $7.16K - $8.51K
6.84K $587M
NEE
Nextera Energy Inc

Utilities
-88
- 0.95%
$69.77 - $85.43 $6.14K - $7.52K
9.2K $660M
IEMG
Ishares Inc

ETFs
-391
- 2.18%
N/A
17.5K $916M
ADI
Analog Devices Inc

Technology
-306
- 11.81%
$206.35 - $236.48 $63.1K - $72.4K
2.29K $485M
VZ
Verizon Communications Inc

Communication Services
-180
- 1.08%
$39.6 - $45.21 $7.13K - $8.14K
16.5K $661M
UNP
Union Pacific Corp

Industrials
-50
- 1.65%
$223.15 - $249.32 $11.2K - $12.5K
2.97K $678M
HD
Home Depot, Inc.

Consumer Cyclical
-32
- 1.06%
$385.02 - $431.37 $12.3K - $13.8K
2.99K $1.16B
PEP
Pepsico Inc

Consumer Defensive
-60
- 3.1%
$151.29 - $176.1 $9.08K - $10.6K
1.87K $285M
VTI
Vanguard Total Stock Market Et

ETFs
-654
- 2.64%
$280.04 - $302.45 $183K - $198K
24.1K $6.99B
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 0.31%
$285.5 - $335.62 $2.28K - $2.68K
2.55K $740M
TT
Trane Technologies PLC

Industrials
-12
- 1.34%
$369.35 - $419.14 $4.43K - $5.03K
884 $327M
FANG
Diamondback Energy, Inc.

Energy
-49
- 3.38%
$153.06 - $199.5 $7.5K - $9.78K
1.4K $230M
ETN
Eaton Corp PLC

Industrials
-47
- 1.3%
$326.96 - $377.52 $15.4K - $17.7K
3.57K $1.18B
PWR
Quanta Services, Inc.

Industrials
-127
- 8.36%
$296.05 - $346.6 $37.6K - $44K
1.39K $440M
SPGI
S&P Global Inc.

Financial Services
-9
- 2.01%
$480.36 - $529.17 $4.32K - $4.76K
439 $219M
SSB
South State Corp

Financial Services
-189
- 6.23%
$94.05 - $111.93 $17.8K - $21.2K
2.85K $283M
ALL
Allstate Corp

Financial Services
-56
- 4.12%
$181.25 - $208.2 $10.2K - $11.7K
1.3K $251M
META
Meta Platforms, Inc.

Communication Services
-27
- 2.54%
$554.08 - $632.68 $15K - $17.1K
1.04K $608M
MSI
Motorola Solutions, Inc.

Technology
-59
- 2.32%
$449.08 - $504.6 $26.5K - $29.8K
2.49K $1.15B
V
Visa Inc.

Financial Services
-40
- 4.23%
$273.87 - $320.91 $11K - $12.8K
905 $286M
CME
Cme Group Inc.

Financial Services
-52
- 1.45%
$221.17 - $246.02 $11.5K - $12.8K
3.53K $820M
FISV
Fiserv Inc

Technology
-25
- 1.65%
N/A
1.49K $306M
CRM
Salesforce, Inc.

Technology
-27
- 3.13%
$270.87 - $367.87 $7.31K - $9.93K
837 $280M
GOOGL
Alphabet Inc.

Communication Services
-37
- 1.7%
$161.86 - $196.66 $5.99K - $7.28K
2.13K $404M
DRI
Darden Restaurants Inc

Consumer Cyclical
-36
- 0.86%
$155.96 - $188.66 $5.61K - $6.79K
4.17K $778M
WMT
Walmart Inc.

Consumer Defensive
-393
- 2.93%
$79.1 - $95.7 $31.1K - $37.6K
13K $1.18B
AAPL
Apple Inc.

Technology
-147
- 1.19%
$221.69 - $259.02 $32.6K - $38.1K
12.2K $3.06B
JPM
Jpmorgan Chase & CO

Financial Services
-174
- 2.27%
$205.18 - $250.29 $35.7K - $43.6K
7.49K $1.8B
AVGO
Broadcom Inc.

Technology
-20
- 0.29%
$159.67 - $250.0 $3.19K - $5K
6.93K $1.61B
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Keyes, Stange & Wooten Wealth Management, LLC Portfolio

Follow Keyes, Stange & Wooten Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keyes, Stange & Wooten Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyes, Stange & Wooten Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email