Keyes, Stange & Wooten Wealth Management
Latest statistics and disclosures from Keyes, Stange & Wooten Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002011352
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Positions held by Keyes, Stange & Wooten Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Keyes, Stange & Wooten Wealth Management
Keyes, Stange & Wooten Wealth Management holds 57 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 19.2 | $18M | 632k | 28.64 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 15.0 | $14M | 271k | 52.33 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 8.5 | $8.0M | 139k | 57.76 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 7.4 | $7.0M | 290k | 24.11 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 7.2 | $6.8M | 262k | 25.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.6 | $6.2M | 26k | 237.22 |
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| Apple (AAPL) | 2.7 | $2.6M | 13k | 192.53 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 2.1 | $2.0M | 79k | 24.96 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.0 | $1.9M | 25k | 76.38 |
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| Microsoft Corporation (MSFT) | 1.8 | $1.7M | 4.6k | 376.07 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $1.4M | 8.2k | 170.10 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 1.5 | $1.4M | 11k | 124.97 |
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| Eaton Corp SHS (ETN) | 1.1 | $1.1M | 4.5k | 240.82 |
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| Marathon Petroleum Corp (MPC) | 1.1 | $1.1M | 7.2k | 148.36 |
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| Home Depot (HD) | 1.1 | $1.0M | 3.0k | 346.54 |
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| Broadcom (AVGO) | 1.0 | $963k | 863.00 | 1116.25 |
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| Ishares Core Msci Emkt (IEMG) | 1.0 | $957k | 19k | 50.58 |
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| Motorola Solutions Com New (MSI) | 1.0 | $915k | 2.9k | 313.09 |
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| Merck & Co (MRK) | 0.9 | $866k | 7.9k | 109.02 |
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| Chubb (CB) | 0.9 | $862k | 3.8k | 226.00 |
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| Cme (CME) | 0.8 | $733k | 3.5k | 210.60 |
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| Wal-Mart Stores (WMT) | 0.8 | $729k | 4.6k | 157.65 |
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| Union Pacific Corporation (UNP) | 0.8 | $706k | 2.9k | 245.62 |
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| Devon Energy Corporation (DVN) | 0.7 | $661k | 15k | 45.30 |
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| Air Products & Chemicals (APD) | 0.7 | $641k | 2.3k | 273.80 |
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| Darden Restaurants (DRI) | 0.7 | $641k | 3.9k | 164.30 |
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| Comcast Corp Cl A (CMCSA) | 0.7 | $624k | 14k | 43.85 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.6 | $579k | 12k | 47.01 |
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| Verizon Communications (VZ) | 0.6 | $566k | 15k | 37.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $562k | 1.6k | 356.66 |
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| Medtronic SHS (MDT) | 0.6 | $558k | 6.8k | 82.38 |
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| Brown & Brown (BRO) | 0.6 | $540k | 7.6k | 71.11 |
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| Cisco Systems (CSCO) | 0.5 | $471k | 9.3k | 50.52 |
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| Walt Disney Company (DIS) | 0.5 | $467k | 5.2k | 90.30 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $447k | 7.7k | 57.96 |
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| Quanta Services (PWR) | 0.5 | $436k | 2.0k | 215.80 |
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| Meta Platforms Cl A (META) | 0.5 | $433k | 1.2k | 353.96 |
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| Johnson & Johnson (JNJ) | 0.5 | $424k | 2.7k | 156.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $416k | 8.7k | 47.90 |
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| Amazon (AMZN) | 0.4 | $405k | 2.7k | 151.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $335k | 2.4k | 139.69 |
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| Pepsi (PEP) | 0.3 | $328k | 1.9k | 169.84 |
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| Best Buy (BBY) | 0.3 | $277k | 3.5k | 78.28 |
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| South State Corporation (SSB) | 0.3 | $273k | 3.2k | 84.45 |
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| Trane Technologies SHS (TT) | 0.3 | $267k | 1.1k | 243.90 |
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| Nextera Energy (NEE) | 0.3 | $266k | 4.4k | 60.74 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $260k | 547.00 | 475.31 |
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| Visa Com Cl A (V) | 0.3 | $254k | 976.00 | 260.35 |
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| UnitedHealth (UNH) | 0.3 | $244k | 463.00 | 526.47 |
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| Coca-Cola Company (KO) | 0.2 | $234k | 4.0k | 58.93 |
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| salesforce (CRM) | 0.2 | $230k | 874.00 | 263.14 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $207k | 902.00 | 229.68 |
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| Allstate Corporation (ALL) | 0.2 | $206k | 1.5k | 139.98 |
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| Advanced Micro Devices (AMD) | 0.2 | $204k | 1.4k | 147.41 |
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| TJX Companies (TJX) | 0.2 | $203k | 2.2k | 93.81 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.2 | $201k | 3.8k | 53.48 |
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| Tidal Etf Tr Ii Tsla Option Incm | 0.2 | $193k | 16k | 11.93 |
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Past Filings by Keyes, Stange & Wooten Wealth Management
SEC 13F filings are viewable for Keyes, Stange & Wooten Wealth Management going back to 2023
- Keyes, Stange & Wooten Wealth Management 2023 Q4 filed Feb. 14, 2024