Keyes, Stange & Wooten Wealth Management, LLC Portfolio Holdings

Keyes, Stange & Wooten Wealth Management, LLC

  • $170 Billion
  • Q4 2024

Keyes, Stange & Wooten Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 70 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 $22B, Dimensional ETF Tr with a value of $19.8B, Dimensional ETF Trust with a value of $17.9B, Dimensional ETF Tr U S Target with a value of $15.6B, and Vanguard Bd Index Fd Inc Inter with a value of $12.1B.

Examining the 13F form we can see an increase of $1.17B in the current position value, from $169B to 170B.

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 $170 Billion
ETFs: $97.8 Billion
Technology: $9.74 Billion
Financial Services: $6.32 Billion
Consumer Cyclical: $4.02 Billion
Industrials: $3.59 Billion
Communication Services: $3 Billion
Healthcare: $2.17 Billion
Consumer Defensive: $1.72 Billion
Other: $3.17 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$170 Million 0.1% of portfolio
10,735
Q4 2024 New
$29M
$112 Million 0.07% of portfolio
14,612
Q3 2024 Added 34.78%
$0
$101 Million 0.06% of portfolio
17,708
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $170 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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