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| Name: |
Keyes Stange & Wooten Wealth Management LLC |
| City: |
Palm Coast |
| State: |
FL |
| Zip: |
32137 |
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data |
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| Holdings
Found :
9 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
BRO |
Brown & Brown Inc |
28 |
- |
$89.53 |
$665,000 |
7,597 |
0.59% |
125,000 |
0 |
0.003 |
Insurance Brokers |
|
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BRK.B |
Berkshire Hathaway B |
29 |
- |
$411.08 |
$662,000 |
1,575 |
0.58% |
100,000 |
0 |
0 |
Property & Casualty I... |
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VXUS |
Vanguard Total Internationa... |
41 |
- |
$61.88 |
$465,000 |
7,709 |
0.41% |
18,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
43 |
- |
$49.56 |
$436,000 |
8,686 |
0.38% |
20,000 |
0 |
0 |
Closed - End Fund - F... |
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PEP |
Pepsico Inc |
45 |
- |
$173.20 |
$338,000 |
1,933 |
0.3% |
10,000 |
0 |
0 |
Beverage Soft Drinks... |
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SSB |
South State Corporation |
51 |
- |
$74.53 |
$275,000 |
3,234 |
0.24% |
2,000 |
0 |
0.004 |
Domestic Regional Banks |
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KO |
Coca-Cola Co |
55 |
- |
$64.15 |
$242,000 |
3,963 |
0.21% |
8,000 |
0 |
0 |
Beverage Soft Drinks... |
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NXPI |
NXP Semiconductors NV |
58 |
- |
$272.01 |
$223,000 |
902 |
0.2% |
16,000 |
0 |
0 |
Semiconductor- Broad... |
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TJX |
TJX Companies Inc |
60 |
- |
$106.93 |
$219,000 |
2,161 |
0.19% |
16,000 |
0 |
0 |
Discount, Variety Stores |
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