Keyes, Stange & Wooten Wealth Management, LLC Portfolio Holdings

Keyes, Stange & Wooten Wealth Management, LLC

  • $176 Billion
  • Q1 2025

Keyes, Stange & Wooten Wealth Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $24.1B, Dimensional ETF Tr with a value of $22.9B, Dimensional ETF Trust with a value of $20.1B, Dimensional ETF Tr U S Target with a value of $14.5B, and Vanguard Bd Index Fd Inc Inter with a value of $13.7B.

Examining the 13F form we can see an increase of $6.2B in the current position value, from $170B to 176B.

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 $176 Billion
ETFs: $106 Billion
Technology: $7.63 Billion
Financial Services: $6.87 Billion
Consumer Cyclical: $3.15 Billion
Industrials: $3.11 Billion
Healthcare: $2.91 Billion
Communication Services: $2.64 Billion
Consumer Defensive: $1.61 Billion
Other: $3.33 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.7B
$1.07 Billion 0.61% of portfolio
2,438
Q1 2025 Reduced 2.05%
$31.2B
$1.03 Billion 0.59% of portfolio
8,273
Q1 2025 Reduced 1.65%
$81.3B
$1.01 Billion 0.58% of portfolio
6,047
Q1 2025 Reduced 12.77%
$102B
$917 Million 0.52% of portfolio
3,457
Q1 2025 Reduced 2.15%
$119B
$908 Million 0.52% of portfolio
3,006
Q1 2025 Added 0.47%
$71.5B
$894 Million 0.51% of portfolio
6,134
Q1 2025 Added 2.08%
$119B
$888 Million 0.5% of portfolio
3,265
Q1 2025 Reduced 8.49%
$24.8B
$835 Million 0.47% of portfolio
4,017
Q1 2025 Reduced 3.65%
$183B
$763 Million 0.43% of portfolio
16,828
Q1 2025 Added 1.77%
$60.4B
$746 Million 0.42% of portfolio
2,530
Q1 2025 Reduced 0.86%
$133B
$719 Million 0.41% of portfolio
3,045
Q1 2025 Added 2.46%
$111B
$710 Million 0.4% of portfolio
7,900
Q1 2025 Added 2.05%
$61.5B
$693 Million 0.39% of portfolio
8,654
Q1 2025 Added 0.25%
$130B
$673 Million 0.38% of portfolio
9,491
Q1 2025 Added 3.13%
$35.2B
$599 Million 0.34% of portfolio
10,319
Q1 2025 Added 95.14%
$168B
$539 Million 0.31% of portfolio
5,457
Q1 2025 Added 0.04%
$15.2B
$475 Million 0.27% of portfolio
6,457
Q1 2025 Reduced 5.6%
$39.1B
$419 Million 0.24% of portfolio
5,087
Q1 2025 Added 1.17%
$102B
$304 Million 0.17% of portfolio
1,508
Q1 2025 Reduced 34.0%
$79.5B
$301 Million 0.17% of portfolio
1,364
Q1 2025 Reduced 8.39%
$182B
$281 Million 0.16% of portfolio
1,873
Q4 2024 Reduced 3.1%
$93.4B
$290 Million 0.16% of portfolio
861
Q1 2025 Reduced 2.6%
$111B
$272 Million 0.15% of portfolio
1,595
Q4 2024 New
$54.1B
$255 Million 0.14% of portfolio
1,230
Q1 2025 Reduced 5.6%
$46.1B
$252 Million 0.14% of portfolio
991
Q1 2025 Reduced 28.81%
$150B
$240 Million 0.14% of portfolio
1,971
Q3 2024 Reduced 9.92%
$165B
$221 Million 0.13% of portfolio
434
Q1 2025 Reduced 1.14%
$32.5B
$219 Million 0.12% of portfolio
829
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $176 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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