The Analysis of Keyes, Stange & Wooten Wealth Management, LLC's Holdings
Currently, Keyes, Stange & Wooten Wealth Management, LLC holds 73 types of securities in its portfolio with a total value $211.0M. In the most recent quarter, they have increased their positions in DFSD (+26.1K shares, valued at $1.3M), BIV (+10.4K shares, valued at $813.0K), DCOR (+5.4K shares, valued at $397.1K); decreased their positions in DFAI (-12.0K shares, valued at $456.0K), VTI (-1.3K shares, valued at $427.8K), DFAE (-8.4K shares, valued at $273.6K); initiated new positions in ORCL (+1.3K shares, valued at $245.6K), LMT (+502 shares, valued at $242.8K), N/A (+6.2K shares, valued at $232.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAI DIMENSIONAL ETF TRUST727.0K shares-1.62%2025-12-312026-02-10
DFSD DIMENSIONAL ETF TRUST549.2K shares4.99%2025-12-312026-02-10 DCOR DIMENSIONAL ETF TRUST344.7K shares1.59%2025-12-312026-02-10 BIV VANGUARD BD INDEX FDS244.0K shares4.47%2025-12-312026-02-10 DFAT DIMENSIONAL ETF TRUST290.4K shares-0.01%2025-12-312026-02-10 DFAE DIMENSIONAL ETF TRUST389.1K shares-2.11%2025-12-312026-02-10 DFAW DIMENSIONAL ETF TRUST162.1K shares0.52%2025-12-312026-02-10 DISV DIMENSIONAL ETF TRUST286.8K shares-1.78%2025-12-312026-02-10 AVLV AMERICAN CENTY ETF TR139.3K shares-1.10%2025-12-312026-02-10 VTI VANGUARD INDEX FDS21.2K shares-5.69%2025-12-312026-02-10 AAPL APPLE INC11.9K shares-1.25%2025-12-312026-02-10 DFEM DIMENSIONAL ETF TRUST74.9K shares-2.58%2025-12-312026-02-10 MSFT MICROSOFT CORP4.2K shares-1.77%2025-12-312026-02-10 JPM JPMORGAN CHASE & CO.6.2K shares-3.92%2025-12-312026-02-10 BROADCOM INC BROADCOM INC4.7K shares-1.54%2025-12-312026-02-10 AVUS AMERICAN CENTY ETF TR13.4K shares0.01%2025-12-312026-02-10 DFSV DIMENSIONAL ETF TRUST36.1K shares-14.67%2025-12-312026-02-10 WMT WALMART INC10.6K shares-4.38%2025-12-312026-02-10 IEMG ISHARES INC16.9K shares0.00%2025-12-312026-02-10 MPC MARATHON PETE CORP6.0K shares-2.58%2025-12-312026-02-10 JCI JOHNSON CTLS INTL PLC7.9K shares-6.16%2025-12-312026-02-10 JNJ JOHNSON & JOHNSON4.5K shares-3.98%2025-12-312026-02-10 HD HOME DEPOT INC2.6K shares-3.05%2025-12-312026-02-10 CB CHUBB LIMITED2.8K shares-3.21%2025-12-312026-02-10 MSI MOTOROLA SOLUTIONS INC2.3K shares-3.27%2025-12-312026-02-10 CME CME GROUP INC3.0K shares-4.22%2025-12-312026-02-10 ABBV ABBVIE INC3.0K shares-3.76%2025-12-312026-02-10 NEE NEXTERA ENERGY INC8.0K shares-4.65%2025-12-312026-02-10 DRI DARDEN RESTAURANTS INC3.5K shares-4.92%2025-12-312026-02-10 BRO BROWN & BROWN INC8.0K shares-3.77%2025-12-312026-02-10 VZ VERIZON COMMUNICATIONS INC15.4K shares-4.50%2025-12-312026-02-10 DIS DISNEY WALT CO5.4K shares-1.17%2025-12-312026-02-10 AMZN AMAZON COM INC2.6K shares-0.34%2025-12-312026-02-10 UNP UNION PAC CORP2.6K shares-4.49%2025-12-312026-02-10 NVDA NVIDIA CORPORATION3.0K shares19.99%2025-12-312026-02-10 CMI CUMMINS INC1.1K shares-4.86%2025-12-312026-02-10 O REALTY INCOME CORP9.9K shares-4.40%2025-12-312026-02-10 ALPHABET INC ALPHABET INC1.8K shares-2.97%2025-12-312026-02-10 META META PLATFORMS INC837 shares-0.59%2025-12-312026-02-10 VXUS VANGUARD STAR FDS7.2K shares-3.46%2025-12-312026-02-10 APD AIR PRODS & CHEMS INC2.1K shares-12.37%2025-12-312026-02-10 ADI ANALOG DEVICES INC1.9K shares-9.26%2025-12-312026-02-10 TSLA TESLA INC1.1K shares0.00%2025-12-312026-02-10 UNH UNITEDHEALTH GROUP INC1.4K shares0.51%2025-12-312026-02-10 VEA VANGUARD TAX-MANAGED FDS7.1K shares-1.39%2025-12-312026-02-10 V VISA INC944 shares0.00%2025-12-312026-02-10 BBY BEST BUY INC4.6K shares-6.46%2025-12-312026-02-10 PWR QUANTA SVCS INC726 shares0.00%2025-12-312026-02-10 GEV GE VERNOVA INC456 shares-1.08%2025-12-312026-02-10 ALPHABET INC ALPHABET INC945 shares0.00%2025-12-312026-02-10 KO COCA COLA CO4.2K shares1.47%2025-12-312026-02-10 BA BOEING CO1.3K shares-18.87%2025-12-312026-02-10 TT TRANE TECHNOLOGIES PLC721 shares-1.50%2025-12-312026-02-10 PEP PEPSICO INC1.9K shares0.00%2025-12-312026-02-10 AMD ADVANCED MICRO DEVICES INC1.2K shares-28.89%2025-12-312026-02-10 RVT ROYCE SMALL CAP TRUST INC15.7K shares0.00%2025-12-312026-02-10 SPY SPDR S&P 500 ETF TR366 shares0.00%2025-12-312026-02-10 ORCL ORACLE CORP1.3K sharesnew addition2025-12-312026-02-10 TJX TJX COS INC NEW1.6K shares0.00%2025-12-312026-02-10 LMT LOCKHEED MARTIN CORP502 sharesnew addition2025-12-312026-02-10 ALL ALLSTATE CORP1.1K shares-4.96%2025-12-312026-02-10 SHOP SHOPIFY INC1.5K shares0.00%2025-12-312026-02-10 TIDAL TRUST II TIDAL TRUST II6.2K sharesnew addition2025-12-312026-02-10 LLY ELI LILLY & CO213 sharesnew addition2025-12-312026-02-10 WFC WELLS FARGO CO NEW2.4K sharesnew addition2025-12-312026-02-10 PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-12-312026-02-10 JFR NUVEEN FLOATING RATE INCOME17.3K sharesnew addition2025-12-312026-02-10 TSYY GRANITESHARES ETF TR17.4K sharesnew addition2025-12-312026-02-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available