13F Holdings Screener
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2500 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | VISA INC | 92826C839 | V | 322,263.00 | 944.00 | 341.38 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | VERIZON COMMUNICATIONS INC | 92343V104 | VZ | 708,957.00 | 16,131.00 | 43.95 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | VANGUARD TAX-MANAGED FDS | 921943858 | VTMFX | 432,562.00 | 7,219.00 | 59.92 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | VANGUARD STAR FDS | 921909768 | VGSTX | 546,983.00 | 7,446.00 | 73.46 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | VANGUARD INDEX FDS | 922908769 | 7,364,791.00 | 22,442.00 | 328.17 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | VANGUARD BD INDEX FDS | 921937819 | 18,239,239.00 | 233,567.00 | 78.09 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | UNITEDHEALTH GROUP INC | 91324P102 | UNH | 469,608.00 | 1,360.00 | 345.30 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | UNION PAC CORP | 907818108 | UNP | 632,290.00 | 2,675.00 | 236.37 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | TRANE TECHNOLOGIES PLC | G8994E103 | \ | 308,875.00 | 732.00 | 421.96 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | TJX COS INC NEW | 872540109 | TJX | 229,096.00 | 1,585.00 | 144.54 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | TIDAL TRUST II | 88636J527 | 202,259.00 | 36,976.00 | 5.47 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | TESLA INC | 88160R101 | TSLA | 471,403.00 | 1,060.00 | 444.72 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | SPDR S&P 500 ETF TR | 78462F103 | SPY | 243,822.00 | 366.00 | 666.18 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | SOUTHSTATE BK CORP | 84472E102 | 261,313.00 | 2,643.00 | 98.87 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | SHOPIFY INC | 82509L107 | SHOP | 215,782.00 | 1,452.00 | 148.61 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | SEACOAST BKG CORP FLA | 811707801 | 201,690.00 | 6,628.00 | 30.43 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | ROYCE SMALL CAP TRUST INC | 780910105 | 253,160.00 | 15,695.00 | 16.13 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | REALTY INCOME CORP | 756109104 | O | 631,243.00 | 10,384.00 | 60.79 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | QUANTA SVCS INC | 74762E102 | PWR | 300,869.00 | 726.00 | 414.42 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | PEG | 418,635.00 | 5,016.00 | 83.46 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | PEPSICO INC | 713448108 | PEP | 263,044.00 | 1,873.00 | 140.44 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | NVIDIA CORPORATION | 67066G104 | NVDA | 467,657.00 | 2,506.00 | 186.61 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | NUVEEN CR STRATEGIES INCOME | 67073D102 | JQC | 141,341.00 | 26,820.00 | 5.27 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | NEXTERA ENERGY INC | 65339F101 | 633,618.00 | 8,393.00 | 75.49 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | MOTOROLA SOLUTIONS INC | 620076307 | 1,063,657.00 | 2,326.00 | 457.29 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | MICROSOFT CORP | 594918104 | MSFT | 2,227,430.00 | 4,300.00 | 518.01 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | META PLATFORMS INC | 30303M102 | META | 618,697.00 | 842.00 | 734.79 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | MEDTRONIC PLC | G5960L103 | MDT | 703,443.00 | 7,386.00 | 95.24 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | MARATHON PETE CORP | 56585A102 | MPC | 1,186,315.00 | 6,155.00 | 192.74 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | JPMORGAN CHASE & CO. | 46625H100 | JPM | 2,036,075.00 | 6,455.00 | 315.43 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | JOHNSON CTLS INTL PLC | G51502105 | JCI | 921,051.00 | 8,377.00 | 109.95 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | JOHNSON & JOHNSON | 478160104 | JNJ | 867,209.00 | 4,677.00 | 185.42 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | ISHARES INC | 46434G103 | \ | 1,114,773.00 | 16,911.00 | 65.92 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | HUMANA INC | 444859102 | HUM | 200,591.00 | 771.00 | 260.17 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | HOME DEPOT INC | 437076102 | HD | 1,101,190.00 | 2,718.00 | 405.15 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | GE VERNOVA INC | 36828A101 | GE | 283,181.00 | 461.00 | 614.28 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | FIDELITY NATL INFORMATION SV | 31620M106 | FIS | 207,711.00 | 3,150.00 | 65.94 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | EATON CORP PLC | G29183103 | ETN | 1,190,115.00 | 3,180.00 | 374.25 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DISNEY WALT CO | 254687106 | DIS | 625,042.00 | 5,459.00 | 114.50 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V815 | 1,348,137.00 | 42,341.00 | 31.84 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V732 | 2,465,991.00 | 76,894.00 | 32.07 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V781 | 10,421,516.00 | 292,001.00 | 35.69 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V617 | 11,590,443.00 | 161,292.00 | 71.86 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V302 | 12,533,553.00 | 397,512.00 | 31.53 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V609 | 16,906,704.00 | 290,443.00 | 58.21 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V625 | 24,411,904.00 | 339,337.00 | 71.94 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V864 | 25,206,386.00 | 523,063.00 | 48.19 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DIMENSIONAL ETF TRUST | 25434V203 | 26,862,739.00 | 739,002.00 | 36.35 | 2025-09-30 | 2025-11-25 | |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | DARDEN RESTAURANTS INC | 237194105 | DRI | 696,908.00 | 3,661.00 | 190.36 | 2025-09-30 | 2025-11-25 |
| 0002011352 | Keyes, Stange & Wooten Wealth Management, LLC | CUMMINS INC | 231021106 | CMI | 486,993.00 | 1,153.00 | 422.37 | 2025-09-30 | 2025-11-25 |