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  Name: Keyes Stange & Wooten Wealth Management LLC
  City: Palm Coast
  State: FL
  Zip: 32137
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $113,542,000
  Total Value Change : $19,397,000
  Securities Held Change : 6
   
All Securities Held : 63
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 22
  Unchanged Positions : 9
  Decreased Positions : 23

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFAW)1 Year Chart         DFAW Dimensional World Equity Etf 38 New $0.00 $529,000 8,952 0.47% 529,000 8,952 0    N/A
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... 40 New $73.90 $508,000 7,782 0.45% 508,000 7,782 0.001    Conglomerates
   (FANG)1 Year Chart         FANG Diamondback Energy, Inc. 46 New $193.46 $298,000 1,505 0.26% 298,000 1,505 0.001    Independent Oil & Gas
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 47 New $1,064.69 $296,000 327 0.26% 296,000 327 0    Semiconductor - Speci...
   (FISV)1 Year Chart         FISV Fiserv Inc 56 New $150.34 $236,000 1,474 0.21% 236,000 1,474 0    Business Software & S...
   (HAL)1 Year Chart         HAL Halliburton Co 59 New $36.11 $222,000 5,628 0.2% 222,000 5,628 0.001    Oil & Gas Equipment &...
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 61 New $229.60 $217,000 860 0.19% 217,000 860 0    Medical Laboratories ...
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 62 New $136.34 $208,000 1,510 0.18% 208,000 1,510 0    Business Services
   (DXR)1 Year Chart         DXR Daxor Corp 63 New $9.52 $96,000 10,841 0.08% 96,000 10,841 0.262    Medical Instruments &...

      9 Records Found
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