Keyes-Stange--Wooten-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
66
Total Value
175909960
Accession Number
0001420506-25-000869
Form Type
13F-HR
Manager Name
Keyes-Stange--Wooten-Wealth-Management
Data Enrichment
83% identified
55 identified11 unidentified

Holdings

66 positions • $175.9M total value
Manager:
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HUMANA INC
Shares:829
Value:$219.4K
% of Portfolio:0.1% ($219.4K/$175.9M)
Salesforce, Inc.
Shares:801
Value:$215.0K
% of Portfolio:0.1% ($215.0K/$175.9M)
SPDR S&P 500 ETF TRUST
Shares:366
Value:$204.7K
% of Portfolio:0.1% ($204.7K/$175.9M)
ROYCE SMALL-CAP TRUST, INC.
Shares:14.0K
Value:$200.0K
% of Portfolio:0.1% ($200.0K/$175.9M)
Nuveen Credit Strategies Income Fund
Shares:26.2K
Value:$140.8K
% of Portfolio:0.1% ($140.8K/$175.9M)
DAXOR CORP
Shares:15.9K
Value:$129.2K
% of Portfolio:0.1% ($129.2K/$175.9M)