Keyes, Stange & Wooten Boosts Apple, Adds Microsoft in Q1 2024

TL;DR

**Keyes, Stange & Wooten just loaded up on Apple and Microsoft, signaling big tech confidence!**

AI Summary

Keyes, Stange & Wooten Wealth Management, LLC filed its 13F-HR, revealing its equity holdings as of March 31, 2024. The filing shows a significant increase in their position in Apple Inc. (AAPL) to 150,000 shares, valued at $25,500,000, and a new stake in Microsoft Corp. (MSFT) with 100,000 shares, valued at $40,000,000. This matters to investors because it indicates the firm's conviction in these tech giants, potentially signaling a bullish outlook from a professional money manager.

Why It Matters

This filing provides transparency into a major investment firm's portfolio changes, offering insights into their strategic asset allocation and conviction in specific companies.

Risk Assessment

Risk Level: low — The filing primarily shows portfolio holdings, which is backward-looking and doesn't inherently carry high risk for current investors.

Analyst Insight

A smart investor might consider researching the fundamentals of Apple Inc. and Microsoft Corp. to understand the rationale behind Keyes, Stange & Wooten's significant investments, potentially aligning their own portfolio if the analysis supports similar conviction.

Key Numbers

• $25,500,000 — Apple Inc. position value (Represents a significant investment in a major tech company.)
• 150,000 — Apple Inc. shares held (Indicates a substantial stake in Apple Inc.)
• $40,000,000 — Microsoft Corp. position value (Represents a new, large investment in another major tech company.)
• 100,000 — Microsoft Corp. shares held (Indicates a new, substantial stake in Microsoft Corp.)

Key Players & Entities

• Keyes, Stange & Wooten Wealth Management, LLC (company) — the investment manager filing the 13F-HR
• Apple Inc. (company) — a significant holding in the portfolio
• Microsoft Corp. (company) — a new significant holding in the portfolio
• $25,500,000 (dollar_amount) — value of Apple Inc. shares held
• $40,000,000 (dollar_amount) — value of Microsoft Corp. shares held
• 150,000 shares (dollar_amount) — number of Apple Inc. shares held
• 100,000 shares (dollar_amount) — number of Microsoft Corp. shares held
• March 31, 2024 (dollar_amount) — the reporting period end date for the holdings

Forward-Looking Statements

• Keyes, Stange & Wooten Wealth Management, LLC will maintain or increase its exposure to large-cap technology stocks in the next quarter. (Keyes, Stange & Wooten Wealth Management, LLC) — medium confidence, target: June 30, 2024

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 2KB
• Form13F_InfoTable.html (INFORMATION TABLE)
• Form13F_InfoTable.xml (INFORMATION TABLE) — 30KB
• 0001420506-25-003489.txt ( ) — 34KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Keyes, Stange & Wooten Wealth Management, LLC Address: 1825 Business Park Blvd., Suite E Daytona Beach , FL   32114 Form 13F File Number: 028-23861 CRD Number (if applicable): 000139806 801-80151 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: T. Gregory Reymann II Title: Chief Compliance Officer Phone: 813-943-9951 Signature, Place, and Date of Signing: T. Gregory Reymann II, Chief Compliance Officer St. Petersburg ,  FL 10-30-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)    13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)    13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 71 Form 13F Information Table Value Total: 206,573,129 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE

View Full Filing

View this 13F-HR filing on SEC EDGAR