Keyes, Stange & Wooten Wealth Management, LLC

CIK

2011352

Location

Daytona Beach, FL

Portfolio Value

Micro $34,971,129

Diversification

Diversified

Filing Date

Global Rank

#6,902 / 8,232 ▲ 251

Top Industry

Consumer Electronics 9.3%

3Y Alpha vs SPY

-3.5%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.6%

SPY

+52.9%

Annualised alpha

-3.5%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.1%

−0.3 pts

Top 5

27.4%

−2.1 pts

Top 10

43.1%

−0.1 pts

HHI

309

Diversified−11

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.1%	$9,137,824	8
Financial Services	18.0%	$6,296,987	10
Industrials	12.8%	$4,487,673	8
Consumer Cyclical	9.0%	$3,148,241	6
Healthcare	8.8%	$3,094,263	5
Communication Services	6.6%	$2,315,240	4
Consumer Defensive	5.5%	$1,908,677	3
Energy	5.2%	$1,832,556	3
Unclassified	2.2%	$776,644	3
Utilities	2.1%	$744,526	1
Real Estate	1.8%	$620,793	1
Basic Materials	1.7%	$607,705	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+955	3,962	$690,972
AAPL	Apple Inc.	+669	12,523	$3,178,212
JPM	Jpmorgan Chase & Co	+514	6,716	$1,975,578
V	Visa Inc.	+439	1,383	$417,997
JNJ	Johnson & Johnson	+425	4,916	$1,201,667
VZ	Verizon Communications Inc	+359	15,764	$791,352
AMZN	Amazon Com Inc	+345	2,953	$615,021
META	Meta Platforms, Inc.	+320	1,157	$661,954
LLY	ELI LILLY & Co	+319	532	$489,317
BRO	Brown & Brown, Inc.	+312	8,273	$539,482
O	Realty Income Corp	+220	10,147	$620,793
KO	Coca Cola Co	+194	4,394	$334,163
AVGO	Broadcom Inc.	+141	4,811	$1,489,052
AMD	Advanced Micro Devices Inc	+106	1,337	$271,985
ABBV	AbbVie Inc.	+105	3,099	$674,001
BBY	Best Buy Co Inc	+73	4,721	$303,088
TSLA	Tesla, Inc.	+61	1,121	$416,731
HD	Home Depot, Inc.	+26	2,661	$875,176
NEE	Nextera Energy Inc	+13	8,016	$744,526
BRK-B	Berkshire Hathaway Inc	+8	1,591	$762,407
DRI	Darden Restaurants Inc	+8	3,489	$683,983
ADI	Analog Devices Inc	+7	1,907	$606,692
TJX	Tjx Companies Inc /De/	+7	1,592	$254,242
PEP	Pepsico Inc	+7	1,880	$291,945
CMI	Cummins Inc	+1	1,098	$590,745
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−551	1,214	$349,097
UNH	Unitedhealth Group Inc	−411	956	$258,684
JCI	Johnson Controls International plc	−390	7,471	$978,327
WMT	Walmart Inc.	−315	10,320	$1,282,569
MPC	Marathon Petroleum Corp	−256	5,740	$1,401,593
PWR	Quanta Services, Inc.	−230	496	$272,313
TT	Trane Technologies plc	−122	599	$249,627
MSFT	Microsoft Corp	−98	4,126	$1,527,321
DIS	Walt Disney Co	−74	5,321	$512,837
CB	Chubb Ltd	−42	2,734	$891,092
CME	Cme Group Inc.	−38	2,981	$880,438
UNP	Union Pacific Corp	−18	2,537	$615,526
MSI	Motorola Solutions, Inc.	−16	2,234	$969,488
ETN	Eaton Corp plc	−8	3,026	$1,082,309
APD	Air Products & Chemicals, Inc.	−5	2,092	$607,705
GEV	GE Vernova Inc.	−3	453	$395,423
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	3,981	$470,594
GLW	Corning Inc /Ny	2,972	$404,102
GLD	Spdr Gold Trust	650	$279,688
SLV	iShares Silver Trust	3,800	$258,932
FANG	Diamondback Energy, Inc.	1,165	$230,425
XOM	Exxon Mobil Corp	1,182	$200,538
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	7,046	$676,838
BA	Boeing Co	1,294	$280,953
ORCL	Oracle Corp	1,260	$245,586
SHOP	Shopify Inc.	1,452	$233,728
WFC	Wells Fargo & Company/Mn	2,363	$220,231
PLTR	Palantir Technologies Inc.	1,225	$217,743
SSB	SouthState Bank Corp	2,274	$214,006
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $34,971,129 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	12,523	+669	$3,178,212	−1.4%	9.09%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,716	+514	$1,975,578	−1.1%	5.65%
MSFT	Microsoft Corp Technology	Reduced	4,126	-98	$1,527,321	−25.2%	4.37%
AVGO	Broadcom Inc. Technology	Added	4,811	+141	$1,489,052	−7.9%	4.26%
MPC	Marathon Petroleum Corp Energy	Reduced	5,740	-256	$1,401,593	+43.7%	4.01%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,320	-315	$1,282,569	+8.2%	3.67%
JNJ	Johnson & Johnson Healthcare	Added	4,916	+425	$1,201,667	+29.3%	3.44%
ETN	Eaton Corp plc Industrials	Reduced	3,026	-8	$1,082,309	+12.0%	3.09%
JCI	Johnson Controls International plc Industrials	Reduced	7,471	-390	$978,327	+3.9%	2.80%
MSI	Motorola Solutions, Inc. Technology	Reduced	2,234	-16	$969,488	+12.4%	2.77%
CB	Chubb Ltd Financial Services	Reduced	2,734	-42	$891,092	+2.8%	2.55%
CME	Cme Group Inc. Financial Services	Reduced	2,981	-38	$880,438	+6.8%	2.52%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,661	+26	$875,176	−3.5%	2.50%
VZ	Verizon Communications Inc Communication Services	Added	15,764	+359	$791,352	+26.1%	2.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,591	+8	$762,407	−4.2%	2.18%
NEE	Nextera Energy Inc Utilities	Added	8,016	+13	$744,526	+15.9%	2.13%
NVDA	Nvidia Corp Technology	Added	3,962	+955	$690,972	+23.2%	1.98%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	3,489	+8	$683,983	+6.8%	1.96%
ABBV	AbbVie Inc. Healthcare	Added	3,099	+105	$674,001	−1.5%	1.93%
META	Meta Platforms, Inc. Communication Services	Added	1,157	+320	$661,954	+19.8%	1.89%
O	Realty Income Corp Real Estate	Added	10,147	+220	$620,793	+10.9%	1.78%
UNP	Union Pacific Corp Industrials	Reduced	2,537	-18	$615,526	+4.1%	1.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,953	+345	$615,021	+2.2%	1.76%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	2,092	-5	$607,705	+17.3%	1.74%
ADI	Analog Devices Inc Technology	Added	1,907	+7	$606,692	+17.7%	1.73%
CMI	Cummins Inc Industrials	Added	1,098	+1	$590,745	+5.5%	1.69%
BRO	Brown & Brown, Inc. Financial Services	Added	8,273	+312	$539,482	−15.0%	1.54%
DIS	Walt Disney Co Communication Services	Reduced	5,321	-74	$512,837	−16.4%	1.47%
LLY	ELI LILLY & Co Healthcare	Added	532	+319	$489,317	+113.8%	1.40%
ZTS	Zoetis Inc. Healthcare	NEW	3,981	NEW	$470,594	NEW	1.35%
V	Visa Inc. Financial Services	Added	1,383	+439	$417,997	+26.3%	1.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,121	+61	$416,731	−12.6%	1.19%
GLW	Corning Inc /Ny Technology	NEW	2,972	NEW	$404,102	NEW	1.16%
GEV	GE Vernova Inc. Industrials	Reduced	453	-3	$395,423	+32.7%	1.13%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,214	-551	$349,097	−36.8%	1.00%
KO	Coca Cola Co Consumer Defensive	Added	4,394	+194	$334,163	+13.8%	0.96%
LMT	Lockheed Martin Corp Industrials	Held	502	0	$303,403	+25.0%	0.87%
BBY	Best Buy Co Inc Consumer Cyclical	Added	4,721	+73	$303,088	−2.6%	0.87%
PEP	Pepsico Inc Consumer Defensive	Added	1,880	+7	$291,945	+8.6%	0.83%
GLD	Spdr Gold Trust	NEW	650	NEW	$279,688	NEW	0.80%
PWR	Quanta Services, Inc. Industrials	Reduced	496	-230	$272,313	−11.1%	0.78%
AMD	Advanced Micro Devices Inc Technology	Added	1,337	+106	$271,985	+3.2%	0.78%
RVT	Royce Small-Cap Trust, Inc. Financial Services	Held	15,695	0	$260,537	+3.1%	0.75%
SLV	iShares Silver Trust	NEW	3,800	NEW	$258,932	NEW	0.74%
UNH	Unitedhealth Group Inc Healthcare	Reduced	956	-411	$258,684	−42.7%	0.74%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,592	+7	$254,242	+4.4%	0.73%
TT	Trane Technologies plc Industrials	Reduced	599	-122	$249,627	−11.0%	0.71%
ALL	Allstate Corp Financial Services	Held	1,150	0	$238,441	−0.4%	0.68%
SPY	Spdr S&P 500 ETF Trust	Held	366	0	$238,024	−4.6%	0.68%
FANG	Diamondback Energy, Inc. Energy	NEW	1,165	NEW	$230,425	NEW	0.66%