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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DFAW +8,952+$529
JCI +7,782+$508
FANG +1,505+$298
NVDA +327+$296
FI +1,474+$236
HAL +5,628+$222
IQV +860+$217
ICE +1,510+$208
DXR +10,841+$96
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SDY -10,998-$1,374
SPY -547-$260
TSLY -16,210-$193
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFSD +182,792+$8,599
DFAE +37,754+$1,110
DCOR +35,299+$2,090
WMT +9,793+$138
DFAI +9,591+$1,289
CSCO +4,805+$234
DISV +4,333+$486
DFAT +3,034+$734
BBY +2,915+$252
JNJ +2,101+$337
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
AVLV -5,756+$533
DFEM -738+$22
AAPL -604-$383
VTI -592+$439
DIS -577+$95
PWR -292+$13
ETN -214+$254
JPM -200+$207
MRK -187+$158
Keyes Stange & Wooten Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $113,542
At 12/31/2023: $94,145

Keyes Stange & Wooten Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Keyes Stange & Wooten Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Keyes Stange & Wooten Wealth Management LLC
As of  03/31/2024, we find all stocks held by Keyes Stange & Wooten Wealth Management LLC to be as follows, presented in the table below with each row detailing each Keyes Stange & Wooten Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Keyes Stange & Wooten Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Keyes Stange & Wooten Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAI) 641,521 +9,591 $19,387
     DFAI641,521+9,591$19,387
DIMENSIONAL ETF TRUST (DFAT) 273,741 +3,034 $14,900
     DFAT273,741+3,034$14,900
DIMENSIONAL ETF TRUST (DFSD) 195,100 +182,792 $9,178
     DFSD195,100+182,792$9,178
AMERICAN CENTY ETF TR (AVLV) 133,208 -5,756 $8,560
     AVLV133,208-5,756$8,560
DIMENSIONAL ETF TRUST (DFAE) 327,562 +37,754 $8,097
     DFAE327,562+37,754$8,097
DIMENSIONAL ETF TRUST (DISV) 266,447 +4,333 $7,245
     DISV266,447+4,333$7,245
VANGUARD INDEX FDS (VTI) 25,565 -592 $6,644
     VTI25,565-592$6,644
DIMENSIONAL ETF TRUST (DCOR) 39,060 +35,299 $2,291
     DCOR39,060+35,299$2,291
APPLE INC 12,689 -604 $2,176
     AAPL12,689-604$2,176
DIMENSIONAL ETF TRUST (DFEM) 77,848 -738 $1,984
     DFEM77,848-738$1,984
MICROSOFT CORP 4,693 +80 $1,975
     MSFT4,693+80$1,975
VANGUARD BD INDEX FDS (BIV) 25,153 +8 $1,897
     BIV25,153+8$1,897
JPMORGAN CHASE & CO 7,995 -200 $1,601
     JPM7,995-200$1,601
MARATHON PETE CORP 7,325 +118 $1,476
     MPC7,325+118$1,476
EATON CORP PLC 4,251 -214 $1,329
     ETN4,251-214$1,329
HOME DEPOT INC 2,982 +7 $1,144
     HD2,982+7$1,144
BROADCOM INC 844 -19 $1,119
     AVGO844-19$1,119
MERCK & CO INC 7,758 -187 $1,024
     MRK7,758-187$1,024
MOTOROLA SOLUTIONS INC 2,801 -121 $994
     MSI2,801-121$994
CHUBB LIMITED 3,757 -55 $974
     CB3,757-55$974
ISHARES INC (IEMG) 18,878 -49 $974
     IEMG18,878-49$974
WALMART INC 14,417 +9,793 $867
     WMT14,417+9,793$867
JOHNSON & JOHNSON 4,808 +2,101 $761
     JNJ4,808+2,101$761
DEVON ENERGY CORP NEW 15,042 +445 $755
     DVN15,042+445$755
CME GROUP INC 3,473 -9 $748
     CME3,473-9$748
CISCO SYS INC 14,129 +4,805 $705
     CSCO14,129+4,805$705
UNION PAC CORP 2,859 -16 $703
     UNP2,859-16$703
BROWN & BROWN INC 7,597 UNCH $665
     BRO7,597UNCH$665
BERKSHIRE HATHAWAY INC DEL      $662
     BRK.B1,575UNCH$662
DARDEN RESTAURANTS INC 3,886 -16 $650
     DRI3,886-16$650
VERIZON COMMUNICATIONS INC 15,045 +37 $631
     VZ15,045+37$631
MEDTRONIC PLC 7,148 +374 $623
     MDT7,148+374$623
COMCAST CORP NEW 14,107 -125 $612
     CMCSA14,107-125$612
AIR PRODS & CHEMS INC 2,392 +50 $580
     APD2,392+50$580
DISNEY WALT CO 4,595 -577 $562
     DIS4,595-577$562
META PLATFORMS INC 1,137 -87 $552
     META1,137-87$552
BEST BUY INC 6,453 +2,915 $529
     BBY6,453+2,915$529
DIMENSIONAL ETF TRUST (DFAW) 8,952 +8,952 $529
     DFAW8,952+8,952$529
AMAZON COM INC 2,905 +240 $524
     AMZN2,905+240$524
JOHNSON CTLS INTL PLC 7,782 +7,782 $508
     JCI7,782+7,782$508
VANGUARD STAR FDS (VXUS) 7,709 UNCH $465
     VXUS7,709UNCH$465
QUANTA SVCS INC 1,726 -292 $448
     PWR1,726-292$448
VANGUARD TAX MANAGED FDS (VEA) 8,686 UNCH $436
     VEA8,686UNCH$436
ALPHABET INC 2,304 -93 $348
     GOOGL2,304-93$348
PEPSICO INC 1,933 UNCH $338
     PEP1,933UNCH$338
DIAMONDBACK ENERGY INC 1,505 +1,505 $298
     FANG1,505+1,505$298
NVIDIA CORPORATION 327 +327 $296
     NVDA327+327$296
TRANE TECHNOLOGIES PLC 987 -107 $296
     TT987-107$296
NEXTERA ENERGY INC 4,399 +26 $281
     NEE4,399+26$281
VISA INC 991 +15 $277
     V991+15$277
SOUTHSTATE CORPORATION 3,234 UNCH $275
     SSB3,234UNCH$275
SALESFORCE INC 858 -16 $258
     CRM858-16$258
ALLSTATE CORP 1,476 +7 $255
     ALL1,476+7$255
ADVANCED MICRO DEVICES INC 1,358 -24 $245
     AMD1,358-24$245
COCA COLA CO 3,963 UNCH $242
     KO3,963UNCH$242
FISERV INC 1,474 +1,474 $236
     FI1,474+1,474$236
UNITEDHEALTH GROUP INC 460 -3 $228
     UNH460-3$228
NXP SEMICONDUCTORS N V 902 UNCH $223
     NXPI902UNCH$223
HALLIBURTON CO 5,628 +5,628 $222
     HAL5,628+5,628$222
TJX COS INC NEW 2,161 UNCH $219
     TJX2,161UNCH$219
IQVIA HLDGS INC 860 +860 $217
     IQV860+860$217
INTERCONTINENTAL EXCHANGE IN (ICE) 1,510 +1,510 $208
     ICE1,510+1,510$208
DAXOR CORP 10,841 +10,841 $96
     DXR10,841+10,841$96
SPDR SER TR $0 (exited)
     SDY0-10,998$0
SPDR S&P 500 ETF TR $0 (exited)
     SPY0-547$0
TIDAL ETF TR II 0 -16,210 $0 (exited)
     TSLY0-16,210$0

See Summary: Keyes Stange & Wooten Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Keyes Stange & Wooten Wealth Management LLC

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