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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22 Billion 12.98% of portfolio
469,764
Q4 2024 Added 11.11%
$0
$19.8 Billion 11.67% of portfolio
677,990
Q4 2024 Added 0.26%
Dimensional ETF Trust
-
$17.9 Billion 10.55% of portfolio
-
Q4 2024 Added 3.59%
$0
$15.6 Billion 9.17% of portfolio
279,453
Q4 2024 Added 1.88%
$0
$12.1 Billion 7.1% of portfolio
161,291
Q4 2024 Added 14.33%
Dimensional ETF Trust
-
$10.8 Billion 6.35% of portfolio
-
Q4 2024 Added 8.36%
$0
$9.27 Billion 5.46% of portfolio
365,391
Q4 2024 Added 1.93%
$0
$9.06 Billion 5.34% of portfolio
135,618
Q4 2024 Added 2.63%
$0
$7.68 Billion 4.52% of portfolio
288,909
Q4 2024 Added 2.9%
$0
$6.99 Billion 4.12% of portfolio
24,131
Q4 2024 Reduced 2.64%
$3.93T
$3.06 Billion 1.81% of portfolio
12,235
Q4 2024 Reduced 1.19%
$0
$1.99 Billion 1.17% of portfolio
75,802
Q4 2024 Added 1.94%
$3.04T
$1.93 Billion 1.14% of portfolio
4,575
Q4 2024 Added 0.04%
$811B
$1.8 Billion 1.06% of portfolio
7,489
Q4 2024 Reduced 2.27%
$94.4B
$1.61 Billion 0.95% of portfolio
6,932
Q4 2024 Reduced 0.29%
$123B
$1.18 Billion 0.7% of portfolio
3,568
Q4 2024 Reduced 1.3%
$419B
$1.16 Billion 0.69% of portfolio
2,991
Q4 2024 Reduced 1.06%
$73.1B
$1.15 Billion 0.68% of portfolio
2,489
Q4 2024 Reduced 2.32%
$0
$916 Million 0.54% of portfolio
17,543
Q4 2024 Reduced 2.18%
$31.2B
$858 Million 0.51% of portfolio
8,412
Q3 2024 Added 10.73%
$110B
$827 Million 0.49% of portfolio
2,992
Q4 2024 Added 0.1%
$77.8B
$838 Million 0.49% of portfolio
6,009
Q4 2024 Reduced 9.13%
$88.2B
$820 Million 0.48% of portfolio
3,533
Q4 2024 Reduced 1.45%
$23.4B
$778 Million 0.46% of portfolio
4,169
Q4 2024 Reduced 0.86%
$70.1B
$740 Million 0.44% of portfolio
2,552
Q4 2024 Reduced 0.31%
$210B
$712 Million 0.42% of portfolio
7,161
Q4 2024 Reduced 7.41%
$624B
$714 Million 0.42% of portfolio
1,575
Q4 2023 New
$61.8B
$681 Million 0.4% of portfolio
8,632
Q4 2024 Added 0.56%
$153B
$678 Million 0.4% of portfolio
2,972
Q4 2024 Reduced 1.65%
$134B
$660 Million 0.39% of portfolio
9,203
Q4 2024 Reduced 0.95%
$172B
$661 Million 0.39% of portfolio
16,536
Q4 2024 Reduced 1.08%
$1.66T
$608 Million 0.36% of portfolio
1,038
Q4 2024 Reduced 2.54%
$2.33T
$615 Million 0.36% of portfolio
2,802
Q3 2024 Reduced 1.75%
$123B
$618 Million 0.36% of portfolio
7,741
Q4 2024 Reduced 1.2%
$201B
$607 Million 0.36% of portfolio
5,455
Q4 2024 Added 18.64%
$20.5B
$587 Million 0.35% of portfolio
6,840
Q4 2024 Reduced 1.21%
$346B
$538 Million 0.32% of portfolio
4,006
Q4 2024 Added 21.17%
$156B
$512 Million 0.3% of portfolio
13,642
Q4 2024 Reduced 11.1%
$110B
$485 Million 0.29% of portfolio
2,285
Q4 2024 Reduced 11.81%
$0
$454 Million 0.27% of portfolio
7,709
Q4 2023 New
$40.8B
$440 Million 0.26% of portfolio
1,392
Q4 2024 Reduced 8.36%
Dimensional ETF Trust
-
$430 Million 0.25% of portfolio
-
Q4 2024 New
$41.8B
$425 Million 0.25% of portfolio
5,028
Q4 2024 Added 1.41%
$1.11T
$404 Million 0.24% of portfolio
2,134
Q4 2024 Reduced 1.7%
$408B
$400 Million 0.24% of portfolio
2,764
Q4 2024 Reduced 45.0%
$0
$389 Million 0.23% of portfolio
8,139
Q2 2024 Reduced 6.3%
$1.58B
$388 Million 0.23% of portfolio
6,432
Q3 2024 Added 86.43%
$41.9B
$380 Million 0.22% of portfolio
4,706
Q4 2024 Added 8.48%
$0
$361 Million 0.21% of portfolio
5,884
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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