Keyes, Stange & Wooten Wealth Management, LLC
Net buyer this quarter
$251M
57
+$17.6K
6.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $3.62M | 1.45% | 0.00% | 0.0% | Q4 2023 |
 JPM | $2.29M | 0.92% | 0.00% | +4.4% | Q4 2023 |
 AVGO | $1.59M | 0.63% | 0.00% | -12.5% | Q4 2023 |
 MSFT | $1.54M | 0.61% | 0.00% | -0.1% | Q4 2023 |
 MPC | $1.33M | 0.53% | 0.00% | -9.1% | Q4 2023 |
 JNJ | $1.25M | 0.50% | 0.00% | -0.2% | Q4 2023 |
 ETN | $1.22M | 0.49% | 0.00% | -5.4% | Q4 2023 |
 WMT | $1.12M | 0.45% | 0.00% | -4.2% | Q4 2023 |
 JCI | $1.07M | 0.43% | 0.00% | -2.3% | Q1 2024 |
 HD | $938K | 0.37% | 0.00% | -0.1% | Q4 2023 |
 CB | $919K | 0.37% | 0.00% | -1.4% | Q4 2023 |
 MSI | $909K | 0.36% | 0.00% | -2.0% | Q4 2023 |
 BRK.B | $796K | 0.32% | Not reported | Not reported | Q4 2023 |
 CMI | $785K | 0.31% | 0.00% | +0.2% | Q2 2025 |
 ABBV | $768K | 0.31% | 0.00% | -1.5% | Q2 2025 |
 DRI | $722K | 0.29% | 0.00% | +0.5% | Q4 2023 |
 UNP | $718K | 0.29% | 0.00% | +4.1% | Q4 2023 |
 ADI | $705K | 0.28% | 0.00% | -7.0% | Q3 2024 |
 NEE | $703K | 0.28% | 0.00% | -0.1% | Q4 2023 |
 AMZN | $694K | 0.28% | 0.00% | -1.4% | Q4 2023 |
 VZ | $671K | 0.27% | 0.00% | +0.5% | Q4 2023 |
 CME | $663K | 0.26% | 0.00% | +0.7% | Q4 2023 |
 META | $649K | 0.26% | Not reported | -0.4% | Q4 2023 |
 AMD | $648K | 0.26% | 0.00% | -16.5% | Q4 2023 |
 LLY | $638K | 0.25% | 0.00% | Not reported | Q4 2025 |
 O | $637K | 0.25% | 0.00% | +1.3% | Q4 2024 |
 APD | $628K | 0.25% | 0.00% | +2.4% | Q4 2023 |
 NVDA | $577K | 0.23% | 0.00% | -27.2% | Q1 2024 |
 GLW | $532K | 0.21% | 0.00% | -29.9% | Q1 2026 |
 BRO | $531K | 0.21% | 0.00% | Not reported | Q4 2023 |
 MU | $512K | 0.20% | 0.00% | New | Q2 2026 |
 GEV | $508K | 0.20% | 0.00% | -4.4% | Q2 2025 |
 GOOG | $506K | 0.20% | Not reported | Not reported | Q2 2024 |
 DIS | $505K | 0.20% | 0.00% | -1.3% | Q4 2023 |
 SCI | $501K | 0.20% | 0.00% | New | Q2 2026 |
 V | $474K | 0.19% | 0.00% | Not reported | Q4 2023 |
 EQIX | $432K | 0.17% | 0.00% | New | Q2 2026 |
 UNH | $412K | 0.16% | 0.00% | +3.7% | Q4 2023 |
| GOOGL | $396K | 0.16% | 0.00% | -8.7% | Q4 2023 |
 KO | $349K | 0.14% | 0.00% | -2.3% | Q4 2023 |
 ZTS | $296K | 0.12% | 0.00% | +3.4% | Q1 2026 |
 RVT | $290K | 0.12% | Not reported | Not reported | Q4 2024 |
 TT | $289K | 0.12% | 0.00% | -1.7% | Q4 2023 |
 SPY | $273K | 0.11% | Not reported | Not reported | Q4 2023 |
 PWR | $269K | 0.11% | 0.00% | -24.8% | Q4 2023 |
 ALL | $268K | 0.11% | 0.00% | -2.0% | Q4 2023 |
 AMAT | $258K | 0.10% | 0.00% | New | Q2 2026 |
 LMT | $257K | 0.10% | 0.00% | +0.4% | Q4 2025 |
 TSLA | $257K | 0.10% | 0.00% | -45.6% | Q4 2024 |
 PEP | $254K | 0.10% | 0.00% | -0.1% | Q4 2023 |
| Q1 2026 | |||||
| AAPL | $3.18M | 1.42% | 0.00% | +5.6% | Q4 2023 |
| JPM | $1.98M | 0.88% | 0.00% | +8.3% | Q4 2023 |
| MSFT | $1.53M | 0.68% | 0.00% | -2.3% | Q4 2023 |
| AVGO | $1.49M | 0.66% | 0.00% | +3.0% | Q4 2023 |
| MPC | $1.4M | 0.63% | 0.00% | -4.3% | Q4 2023 |
| WMT | $1.28M | 0.57% | 0.00% | -3.0% | Q4 2023 |
| JNJ | $1.2M | 0.54% | 0.00% | +9.5% | Q4 2023 |
| ETN | $1.08M | 0.48% | 0.00% | -0.3% | Q4 2023 |
| JCI | $978K | 0.44% | 0.00% | -5.0% | Q1 2024 |
| MSI | $969K | 0.43% | 0.00% | -0.7% | Q4 2023 |
| CB | $891K | 0.40% | 0.00% | -1.5% | Q4 2023 |
| CME | $880K | 0.39% | 0.00% | -1.3% | Q4 2023 |
| HD | $875K | 0.39% | 0.00% | +1.0% | Q4 2023 |
| VZ | $791K | 0.35% | 0.00% | +2.3% | Q4 2023 |
| BRK.B | $762K | 0.34% | Not reported | +0.5% | Q4 2023 |
| NEE | $745K | 0.33% | 0.00% | +0.2% | Q4 2023 |
| NVDA | $691K | 0.31% | 0.00% | +31.8% | Q1 2024 |
| DRI | $684K | 0.31% | 0.00% | +0.2% | Q4 2023 |
| ABBV | $674K | 0.30% | 0.00% | +3.5% | Q2 2025 |
| META | $662K | 0.30% | Not reported | +38.2% | Q4 2023 |
| O | $621K | 0.28% | 0.00% | +2.2% | Q4 2024 |
| UNP | $616K | 0.27% | 0.00% | -0.7% | Q4 2023 |
| AMZN | $615K | 0.27% | 0.00% | +13.2% | Q4 2023 |
| APD | $608K | 0.27% | 0.00% | -0.2% | Q4 2023 |
| ADI | $607K | 0.27% | 0.00% | +0.4% | Q3 2024 |
| CMI | $591K | 0.26% | 0.00% | +0.1% | Q2 2025 |
| BRO | $539K | 0.24% | 0.00% | +3.9% | Q4 2023 |
| DIS | $513K | 0.23% | 0.00% | -1.4% | Q4 2023 |
| LLY | $489K | 0.22% | 0.00% | +149.8% | Q4 2025 |
| ZTS | $471K | 0.21% | 0.00% | New | Q1 2026 |
| V | $418K | 0.19% | 0.00% | +46.5% | Q4 2023 |
| TSLA | $417K | 0.19% | 0.00% | +5.8% | Q4 2024 |
| GOOG | $411K | 0.18% | Not reported | +51.5% | Q2 2024 |
| GLW | $404K | 0.18% | 0.00% | New | Q1 2026 |
| GEV | $395K | 0.18% | 0.00% | -0.7% | Q2 2025 |
| GOOGL | $349K | 0.16% | 0.00% | -31.2% | Q4 2023 |
| KO | $334K | 0.15% | 0.00% | +4.6% | Q4 2023 |
| LMT | $303K | 0.14% | 0.00% | Not reported | Q4 2025 |
 BBY | $303K | 0.14% | 0.00% | +1.6% | Q4 2023 |
| PEP | $292K | 0.13% | 0.00% | +0.4% | Q4 2023 |
| GLD | $280K | 0.12% | 0.00% | New | Q1 2026 |
| PWR | $272K | 0.12% | 0.00% | -31.7% | Q4 2023 |
| AMD | $272K | 0.12% | 0.00% | +8.6% | Q4 2023 |
| RVT | $261K | 0.12% | Not reported | Not reported | Q4 2024 |
 SLV | $259K | 0.12% | 0.00% | New | Q1 2026 |
| UNH | $259K | 0.12% | 0.00% | -30.1% | Q4 2023 |
 TJX | $254K | 0.11% | 0.00% | +0.4% | Q4 2023 |
| TT | $250K | 0.11% | 0.00% | -16.9% | Q4 2023 |
| ALL | $238K | 0.11% | 0.00% | Not reported | Q4 2023 |
| SPY | $238K | 0.11% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| AAPL | $3.22M | 1.53% | 0.00% | -1.3% | Q4 2023 |
| MSFT | $2.04M | 0.97% | 0.00% | -1.8% | Q4 2023 |
| JPM | $2M | 0.95% | 0.00% | -3.9% | Q4 2023 |
| AVGO | $1.62M | 0.77% | 0.00% | -1.5% | Q4 2023 |
| WMT | $1.18M | 0.56% | 0.00% | -4.4% | Q4 2023 |
| MPC | $975K | 0.46% | 0.00% | -2.6% | Q4 2023 |
| ETN | $966K | 0.46% | 0.00% | -4.6% | Q4 2023 |
| JCI | $941K | 0.45% | 0.00% | -6.2% | Q1 2024 |
| JNJ | $929K | 0.44% | 0.00% | -4.0% | Q4 2023 |
| HD | $907K | 0.43% | 0.00% | -3.1% | Q4 2023 |
| CB | $866K | 0.41% | 0.00% | -3.2% | Q4 2023 |
| MSI | $862K | 0.41% | 0.00% | -3.3% | Q4 2023 |
| CME | $824K | 0.39% | 0.00% | -4.2% | Q4 2023 |
| BRK.B | $796K | 0.38% | Not reported | Not reported | Q4 2023 |
| ABBV | $684K | 0.32% | 0.00% | -3.8% | Q2 2025 |
 MDT | $677K | 0.32% | 0.00% | -4.6% | Q4 2023 |
| NEE | $643K | 0.30% | 0.00% | -4.7% | Q4 2023 |
| DRI | $641K | 0.30% | 0.00% | -4.9% | Q4 2023 |
| BRO | $634K | 0.30% | 0.00% | -3.8% | Q4 2023 |
| VZ | $627K | 0.30% | 0.00% | -4.5% | Q4 2023 |
| DIS | $614K | 0.29% | 0.00% | -1.2% | Q4 2023 |
| AMZN | $602K | 0.29% | 0.00% | -0.3% | Q4 2023 |
| UNP | $591K | 0.28% | 0.00% | -4.5% | Q4 2023 |
| NVDA | $561K | 0.27% | 0.00% | +20.0% | Q1 2024 |
| CMI | $560K | 0.27% | 0.00% | -4.9% | Q2 2025 |
| O | $560K | 0.27% | 0.00% | -4.4% | Q4 2024 |
| GOOGL | $552K | 0.26% | 0.00% | -3.0% | Q4 2023 |
| META | $552K | 0.26% | Not reported | -0.6% | Q4 2023 |
| APD | $518K | 0.25% | 0.00% | -12.4% | Q4 2023 |
| ADI | $515K | 0.24% | 0.00% | -9.3% | Q3 2024 |
| TSLA | $477K | 0.23% | 0.00% | Not reported | Q4 2024 |
| UNH | $451K | 0.21% | 0.00% | +0.5% | Q4 2023 |
| V | $331K | 0.16% | 0.00% | Not reported | Q4 2023 |
| BBY | $311K | 0.15% | 0.00% | -6.5% | Q4 2023 |
| PWR | $306K | 0.15% | 0.00% | Not reported | Q4 2023 |
| GEV | $298K | 0.14% | 0.00% | -1.1% | Q2 2025 |
| GOOG | $297K | 0.14% | Not reported | Not reported | Q2 2024 |
| KO | $294K | 0.14% | 0.00% | +1.5% | Q4 2023 |
 BA | $281K | 0.13% | 0.00% | -18.9% | Q4 2024 |
| TT | $281K | 0.13% | 0.00% | -1.5% | Q4 2023 |
| PEP | $269K | 0.13% | 0.00% | Not reported | Q4 2023 |
| AMD | $264K | 0.12% | 0.00% | -28.9% | Q4 2023 |
| RVT | $253K | 0.12% | Not reported | Not reported | Q4 2024 |
| SPY | $250K | 0.12% | Not reported | Not reported | Q4 2023 |
 ORCL | $246K | 0.12% | 0.00% | New | Q4 2025 |
| TJX | $243K | 0.12% | 0.00% | Not reported | Q4 2023 |
| LMT | $243K | 0.12% | 0.00% | New | Q4 2025 |
| ALL | $239K | 0.11% | 0.00% | -5.0% | Q4 2023 |
 SHOP | $234K | 0.11% | 0.00% | Not reported | Q3 2025 |
| LLY | $229K | 0.11% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| AAPL | $3.06M | 1.48% | 0.00% | -2.5% | Q4 2023 |
| MSFT | $2.23M | 1.08% | 0.00% | -2.5% | Q4 2023 |
| JPM | $2.04M | 0.99% | 0.00% | -2.6% | Q4 2023 |
| AVGO | $1.56M | 0.76% | 0.00% | -16.9% | Q4 2023 |
| ETN | $1.19M | 0.58% | 0.00% | -0.1% | Q4 2023 |
| MPC | $1.19M | 0.57% | 0.00% | -1.0% | Q4 2023 |
| WMT | $1.15M | 0.55% | 0.00% | -0.6% | Q4 2023 |
| HD | $1.1M | 0.53% | 0.00% | -1.1% | Q4 2023 |
| MSI | $1.06M | 0.51% | 0.00% | -1.4% | Q4 2023 |
| JCI | $921K | 0.45% | 0.00% | -0.6% | Q1 2024 |
| JNJ | $867K | 0.42% | 0.00% | -2.7% | Q4 2023 |
| CME | $852K | 0.41% | 0.00% | -0.9% | Q4 2023 |
| CB | $809K | 0.39% | 0.00% | -0.8% | Q4 2023 |
| BRK.B | $796K | 0.39% | Not reported | Not reported | Q4 2023 |
| BRO | $776K | 0.38% | 0.00% | Not reported | Q4 2023 |
| ABBV | $720K | 0.35% | 0.00% | -0.1% | Q2 2025 |
| VZ | $709K | 0.34% | 0.00% | -1.1% | Q4 2023 |
| MDT | $703K | 0.34% | 0.00% | -1.5% | Q4 2023 |
| DRI | $697K | 0.34% | 0.00% | +0.1% | Q4 2023 |
| APD | $653K | 0.32% | 0.00% | -0.7% | Q4 2023 |
| NEE | $634K | 0.31% | 0.00% | +0.2% | Q4 2023 |
| UNP | $632K | 0.31% | 0.00% | -2.7% | Q4 2023 |
| O | $631K | 0.31% | 0.00% | -0.4% | Q4 2024 |
| DIS | $625K | 0.30% | 0.00% | 0.0% | Q4 2023 |
| META | $619K | 0.30% | Not reported | -5.4% | Q4 2023 |
| AMZN | $575K | 0.28% | 0.00% | -1.1% | Q4 2023 |
| ADI | $514K | 0.25% | 0.00% | +13.8% | Q3 2024 |
| CMI | $487K | 0.24% | 0.00% | -0.3% | Q2 2025 |
| TSLA | $471K | 0.23% | 0.00% | Not reported | Q4 2024 |
| UNH | $470K | 0.23% | 0.00% | -2.3% | Q4 2023 |
| NVDA | $468K | 0.23% | 0.00% | Not reported | Q1 2024 |
| GOOGL | $442K | 0.21% | 0.00% | -6.2% | Q4 2023 |
 PEG | $419K | 0.20% | 0.00% | -0.1% | Q2 2024 |
| BBY | $376K | 0.18% | 0.00% | -1.6% | Q4 2023 |
| BA | $344K | 0.17% | 0.00% | Not reported | Q4 2024 |
| V | $322K | 0.16% | 0.00% | -4.8% | Q4 2023 |
| TT | $309K | 0.15% | 0.00% | -7.1% | Q4 2023 |
| PWR | $301K | 0.15% | 0.00% | -26.7% | Q4 2023 |
| GEV | $283K | 0.14% | 0.00% | -3.6% | Q2 2025 |
| AMD | $280K | 0.14% | 0.00% | Not reported | Q4 2023 |
| KO | $274K | 0.13% | 0.00% | +0.7% | Q4 2023 |
| PEP | $263K | 0.13% | 0.00% | Not reported | Q4 2023 |
 SSB | $261K | 0.13% | 0.00% | -7.1% | Q4 2023 |
| ALL | $260K | 0.13% | 0.00% | -8.0% | Q4 2023 |
| RVT | $253K | 0.12% | Not reported | Not reported | Q4 2024 |
| SPY | $244K | 0.12% | Not reported | Not reported | Q4 2023 |
| GOOG | $230K | 0.11% | Not reported | Not reported | Q2 2024 |
| TJX | $229K | 0.11% | 0.00% | -5.0% | Q4 2023 |
| SHOP | $216K | 0.10% | 0.00% | New | Q3 2025 |
 FIS | $208K | 0.10% | 0.00% | -26.9% | Q3 2024 |