Keyes-Stange--Wooten-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "HUM", "APD", "RVT", "ALL", "GOOGL", "JQC", "AVGO", null, null, "BRO", null, "HD", null, null, null, "UNP", "META", "MPC", "PWR", "MDT", "MSFT", "PEP", "IEMG", "UNH", "AAPL", "SPY", "NVDA", "MRK", "VZ", "SPGI", "O", "TJX", "BIV", null, null, null, "TT", "SSB", "FI", "DRI", "DXR", "PEG", "AMZN", "MSI", null, "VEA", "VXUS", "V", "WMT", "JCI", "CRM", "BRK-B", "BBY", "BA", "CB", "CME", "KO", "CMCSA", null, "ADI", "NEE", "DIS", "ETN", "JNJ", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified55 identified11 unidentified
Holdings
66 positions • $175.9M total value
Manager:
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Page 4 of 4
Shares:14.0K
Value:$200.0K
% of Portfolio:0.1% ($200.0K/$175.9M)
Shares:26.2K
Value:$140.8K
% of Portfolio:0.1% ($140.8K/$175.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
HUMANA INC(HUMcusip444859102) | 829 | QoQ NEW(+829) YoY NEW(+829) | All Managers (Combined) | $219.4K | 0.1% ($219.4K/$175.9M) | QoQ NEW(+$219.4K) YoY NEW(+$219.4K) |
Salesforce, Inc.(CRMcusip79466L302) | 801 | QoQ -4.30% (-36)YoY -6.64% (-57) | All Managers (Combined) | $215.0K | 0.1% ($215.0K/$175.9M) | |
366 | YoY NEW(+366) | All Managers (Combined) | $204.7K | 0.1% ($204.7K/$175.9M) | YoY NEW(+$204.7K) | |
14.0K | YoY NEW(+14.0K) | All Managers (Combined) | $200.0K | 0.1% ($200.0K/$175.9M) | YoY NEW(+$200.0K) | |
26.2K | YoY NEW(+26.2K) | All Managers (Combined) | $140.8K | 0.1% ($140.8K/$175.9M) | YoY NEW(+$140.8K) | |
DAXOR CORP(DXRcusip239467103) | 15.9K | All Managers (Combined) | $129.2K | 0.1% ($129.2K/$175.9M) |