Keyes, Stange & Wooten Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Daytona Beach, FL
CIK
0002011352
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 68 168,535 DFAI, DFSD, DCOR, DFAT 13F-HR 11/12/2024 000142050624002282
Q2 2024 67 143,713 DFAI, DCOR, DFAT, DFSD 13F-HR 7/23/2024 000142050624001162
Q1 2024 63 113,542 DFAI, DFAT, DFSD, AVLV 13F-HR 5/8/2024 000142050624000711
Q4 2023 57 94,145 DFAI, DFAT, AMERICAN CENTY ETF TR, DFAE 13F-HR 2/14/2024 000142050624000418