The Analysis of Keyes, Stange & Wooten Wealth Management, LLC's Holdings
Currently, Keyes, Stange & Wooten Wealth Management, LLC holds 71 types of securities in its portfolio with a total value $206.6M. In the most recent quarter, they have increased their positions in DCOR (+16.9K shares, valued at $1.2M), BIV (+12.7K shares, valued at $988.8K), DFSD (+20.4K shares, valued at $982.9K); decreased their positions in AVGO (-962 shares, valued at $317.4K), PWR (-265 shares, valued at $109.8K), VTI (-308 shares, valued at $101.1K); initiated new positions in AMD (+1.7K shares, valued at $280.1K), SSB (+2.6K shares, valued at $261.3K), GOOG (+945 shares, valued at $230.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAI DIMENSIONAL ETF TRUST739.0K shares1.87%2025-09-302025-11-25
DFSD DIMENSIONAL ETF TRUST523.1K shares4.06%2025-09-302025-11-25 DCOR DIMENSIONAL ETF TRUST339.3K shares5.25%2025-09-302025-11-25 BIV VANGUARD BD INDEX FDS233.6K shares5.73%2025-09-302025-11-25 DFAT DIMENSIONAL ETF TRUST290.4K shares1.53%2025-09-302025-11-25 DFAE DIMENSIONAL ETF TRUST397.5K shares1.66%2025-09-302025-11-25 DFAW DIMENSIONAL ETF TRUST161.3K shares1.30%2025-09-302025-11-25 DISV DIMENSIONAL ETF TRUST292.0K shares0.91%2025-09-302025-11-25 AVLV AMERICAN CENTY ETF TR140.9K shares1.10%2025-09-302025-11-25 VTI VANGUARD INDEX FDS22.4K shares-1.35%2025-09-302025-11-25 AAPL APPLE INC12.0K shares-2.52%2025-09-302025-11-25 DFEM DIMENSIONAL ETF TRUST76.9K shares-0.95%2025-09-302025-11-25 MSFT MICROSOFT CORP4.3K shares-2.47%2025-09-302025-11-25 JPM JPMORGAN CHASE & CO.6.5K shares-2.57%2025-09-302025-11-25 AVGO BROADCOM INC4.7K shares-16.86%2025-09-302025-11-25 AVUS AMERICAN CENTY ETF TR13.4K shares-0.69%2025-09-302025-11-25 DFSV DIMENSIONAL ETF TRUST42.3K shares0.00%2025-09-302025-11-25 ETN EATON CORP PLC3.2K shares-0.13%2025-09-302025-11-25 MPC MARATHON PETE CORP6.2K shares-0.95%2025-09-302025-11-25 WMT WALMART INC11.1K shares-0.55%2025-09-302025-11-25 IEMG ISHARES INC16.9K shares-1.17%2025-09-302025-11-25 HD HOME DEPOT INC2.7K shares-1.13%2025-09-302025-11-25 MSI MOTOROLA SOLUTIONS INC2.3K shares-1.36%2025-09-302025-11-25 JCI JOHNSON CTLS INTL PLC8.4K shares-0.56%2025-09-302025-11-25 JNJ JOHNSON & JOHNSON4.7K shares-2.68%2025-09-302025-11-25 CME CME GROUP INC3.2K shares-0.91%2025-09-302025-11-25 CB CHUBB LIMITED2.9K shares-0.76%2025-09-302025-11-25 BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares0.00%2025-09-302025-11-25 BRO BROWN & BROWN INC8.3K shares0.00%2025-09-302025-11-25 ABBV ABBVIE INC3.1K shares-0.10%2025-09-302025-11-25 VZ VERIZON COMMUNICATIONS INC16.1K shares-1.07%2025-09-302025-11-25 MDT MEDTRONIC PLC7.4K shares-1.52%2025-09-302025-11-25 DRI DARDEN RESTAURANTS INC3.7K shares0.05%2025-09-302025-11-25 APD AIR PRODS & CHEMS INC2.4K shares-0.66%2025-09-302025-11-25 NEE NEXTERA ENERGY INC8.4K shares0.21%2025-09-302025-11-25 UNP UNION PAC CORP2.7K shares-2.69%2025-09-302025-11-25 O REALTY INCOME CORP10.4K shares-0.42%2025-09-302025-11-25 DIS DISNEY WALT CO5.5K shares0.04%2025-09-302025-11-25 META META PLATFORMS INC842 shares-5.39%2025-09-302025-11-25 AMZN AMAZON COM INC2.6K shares-1.13%2025-09-302025-11-25 VXUS VANGUARD STAR FDS7.4K shares0.00%2025-09-302025-11-25 ADI ANALOG DEVICES INC2.1K shares13.80%2025-09-302025-11-25 CMI CUMMINS INC1.2K shares-0.26%2025-09-302025-11-25 TSLA TESLA INC1.1K shares0.00%2025-09-302025-11-25 UNH UNITEDHEALTH GROUP INC1.4K shares-2.30%2025-09-302025-11-25 NVDA NVIDIA CORPORATION2.5K shares0.00%2025-09-302025-11-25 GOOGL ALPHABET INC1.8K shares-6.24%2025-09-302025-11-25 VEA VANGUARD TAX-MANAGED FDS7.2K shares-7.52%2025-09-302025-11-25 PEG PUBLIC SVC ENTERPRISE GRP IN5.0K shares-0.10%2025-09-302025-11-25 BBY BEST BUY INC5.0K shares-1.58%2025-09-302025-11-25 BA BOEING CO1.6K shares0.00%2025-09-302025-11-25 V VISA INC944 shares-4.84%2025-09-302025-11-25 TT TRANE TECHNOLOGIES PLC732 shares-7.11%2025-09-302025-11-25 PWR QUANTA SVCS INC726 shares-26.74%2025-09-302025-11-25 GEV GE VERNOVA INC461 shares-3.56%2025-09-302025-11-25 AMD ADVANCED MICRO DEVICES INC1.7K sharesnew addition2025-09-302025-11-25 KO COCA COLA CO4.1K shares0.73%2025-09-302025-11-25 PEP PEPSICO INC1.9K shares0.00%2025-09-302025-11-25 SSB SOUTHSTATE BK CORP2.6K sharesnew addition2025-09-302025-11-25 ALL ALLSTATE CORP1.2K shares-7.98%2025-09-302025-11-25 RVT ROYCE SMALL CAP TRUST INC15.7K shares0.00%2025-09-302025-11-25 SPY SPDR S&P 500 ETF TR366 shares0.00%2025-09-302025-11-25 GOOG ALPHABET INC945 sharesnew addition2025-09-302025-11-25 TJX TJX COS INC NEW1.6K shares-5.03%2025-09-302025-11-25 SHOP SHOPIFY INC1.5K sharesnew addition2025-09-302025-11-25 FIS FIDELITY NATL INFORMATION SV3.1K shares-26.91%2025-09-302025-11-25 ULTY TIDAL TRUST II37.0K sharesnew addition2025-09-302025-11-25 SBCF SEACOAST BKG CORP FLA6.6K sharesnew addition2025-09-302025-11-25 HUM HUMANA INC771 sharesnew addition2025-09-302025-11-25 JQC NUVEEN CR STRATEGIES INCOME26.8K shares0.00%2025-09-302025-11-25 VSME VS MEDIA HOLDINGS LTD.10.3K sharesnew addition2025-09-302025-11-25 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available