Keyes, Stange & Wooten Wealth Management, LLC Portfolio Holdings

Keyes, Stange & Wooten Wealth Management, LLC

  • $144 Billion
  • Q2 2024

Keyes, Stange & Wooten Wealth Management, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $19.7B, Dimensional ETF Trust with a value of $15.4B, Dimensional ETF Tr U S Target with a value of $14B, Dimensional ETF Tr Short Durat with a value of $13.1B, and Dimensional ETF Trust with a value of $9.07B.

Examining the 13F form we can see an increase of $30.2B in the current position value, from $114B to 144B.

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 $144 Billion
ETFs: $76 Billion
Technology: $9.05 Billion
Financial Services: $5.61 Billion
Consumer Cyclical: $3.23 Billion
Industrials: $3.05 Billion
Communication Services: $2.83 Billion
Healthcare: $2.55 Billion
Energy: $2.38 Billion
Other: $2.95 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.3M
$101 Million 0.07% of portfolio
10,841
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $144 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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