Keyvantage Wealth, LLC Purchases and Sells in Q2 2025

Keyvantage Wealth, LLC

$223 Billion
Q2 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	14.7K + 1.39%	$17.76 - $22.1 $262K - $326K	1.07M $23.7B
JGRO	8.07K + 5.17%	N/A	164K $14.1B
NVDA	1.77K + 7.8%	$94.31 - $157.99 $167K - $280K	24.5K $3.87B
MSFT	693 + 8.16%	$354.56 - $497.45 $246K - $345K	9.18K $4.57B
SCHC	6.39K + 4.57%	$32.41 - $42.59 $207K - $272K	146K $6.22B
DFEM	9.77K + 3.93%	$23.4 - $29.68 $229K - $290K	259K $7.67B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GS	323 New	$462.22 - $707.75 $149K - $229K	323 $229M
KLAC	242 New	$576.53 - $902.94 $140K - $219K	242 $217M
DASH	851 New	$163.16 - $246.51 $139K - $210K	851 $210M
JUST	2.3K New	$70.34 - $87.93 $162K - $202K	2.3K $202M
MMM	1.33K New	$126.09 - $154.15 $167K - $205K	1.33K $202M

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-446 - 2.41%	$172.42 - $223.89 $76.9K - $99.9K	18K $3.7B
VTEB	-5.18K - 26.22%	$48.13 - $49.85 $249K - $258K	14.6K $715M
MUB	-2.43K - 26.19%	$102.31 - $105.8 $248K - $257K	6.84K $715M
IUSB	-5.72K - 12.78%	$45.12 - $46.23 $258K - $265K	39.1K $1.81B
FBND	-5.72K - 14.27%	$44.68 - $45.96 $255K - $263K	34.3K $1.57B
BOND	-2.53K - 11.57%	$89.87 - $92.93 $227K - $235K	19.3K $1.78B

Activity Summary All Purchases 33 New Holdings 5 Increased Positions 28 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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