Keyvantage Wealth, LLC Incresed Positions in Q1 2025

Keyvantage Wealth, LLC

  • $206 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
185K
+ 3993.31%
$79.17 - $82.04 $14.7M - $15.2M
190K $15.5B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
180K
+ 1233.47%
$61.9 - $66.89 $11.2M - $12.1M
195K $12.4B
JGRO
J P Morgan Exchange Traded Fd
144K
+ 1170.25%
N/A
156K $11.5B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
470K
+ 79.86%
$18.36 - $20.51 $8.62M - $9.63M
1.06M $20.9B
VO
Vanguard Mid Cap ETF

ETFs
24.4K
+ 1509.88%
$251.87 - $277.95 $6.16M - $6.79M
26.1K $6.74B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
236K
+ 1846.44%
$25.35 - $27.46 $5.98M - $6.48M
249K $6.58B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
93K
+ 338.55%
$49.69 - $50.76 $4.62M - $4.72M
120K $6.02B
DFSV
Dimensional ETF Tr Dimensional

ETFs
149K
+ 1613.94%
$27.56 - $32.1 $4.11M - $4.79M
158K $4.46B
VB
Vanguard Small Cap ETF

ETFs
18.4K
+ 1137.6%
$217.89 - $252.64 $4.01M - $4.65M
20K $4.44B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
78.5K
+ 139.15%
$51.26 - $52.53 $4.02M - $4.12M
135K $6.95B
SCHC
Schwab Strategic Tr Intl Small

ETFs
36.5K
+ 35.33%
$33.57 - $37.22 $1.22M - $1.36M
140K $5.01B
JNJ
Johnson & Johnson

Healthcare
721
+ 21.0%
$142.06 - $167.7 $102K - $121K
4.15K $689M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
137
+ 11.47%
$442.66 - $534.52 $60.6K - $73.2K
1.33K $709M
WMT
Walmart Inc.

Consumer Defensive
1.7K
+ 61.53%
$84.5 - $105.05 $144K - $179K
4.46K $392M
META
Meta Platforms, Inc.

Communication Services
221
+ 11.4%
$576.36 - $736.67 $127K - $163K
2.16K $1.24B
KO
Coca Cola CO

Consumer Defensive
815
+ 21.78%
$60.81 - $72.32 $49.6K - $58.9K
4.56K $326M
XOM
Exxon Mobil Corp

Energy
133
+ 2.55%
$105.44 - $118.93 $14K - $15.8K
5.34K $635M
MA
Mastercard Inc

Financial Services
92
+ 11.72%
$504.67 - $576.31 $46.4K - $53K
877 $481M
NFLX
Netflix Inc

Communication Services
37
+ 7.61%
$828.4 - $1058.6 $30.7K - $39.2K
523 $488M
CSCO
Cisco Systems, Inc.

Technology
56
+ 0.52%
$58.74 - $64.87 $3.29K - $3.63K
10.9K $673M
QCOM
Qualcomm Inc

Technology
57
+ 3.75%
$151.94 - $175.86 $8.66K - $10K
1.58K $242M
IBHE
Ishares Ibonds 2025 Term High

ETFs
90
+ 0.93%
$23.16 - $23.32 $2.08K - $2.1K
9.78K $227M
IHDG
Wisdomtree Tr

ETFs
11
+ 0.23%
$43.4 - $47.51 $477 - $523
4.76K $207M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1
+ 0.01%
$55.41 - $60.74 $55.4 - $60.7
8.5K $480M
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.16%
$237.72 - $276.98 $475 - $554
1.26K $308M
NOW
Service Now, Inc.

Technology
47
+ 16.38%
$783.83 - $1170.39 $36.8K - $55K
334 $266M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.13%
$554.06 - $615.85 $1.11K - $1.23K
1.49K $836M
STLG
Ishares Factors Us Growth Styl

ETFs
9
+ 0.09%
N/A
9.62K $491M
GOOG
Alphabet Inc.

Communication Services
285
+ 10.24%
$156.06 - $207.71 $44.5K - $59.2K
3.07K $479M
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.12%
$247.97 - $296.33 $744 - $889
2.58K $648M
GOOGL
Alphabet Inc.

Communication Services
156
+ 3.56%
$154.33 - $206.19 $24.1K - $32.2K
4.54K $702M
MSFT
Microsoft Corp

Technology
156
+ 1.87%
$375.39 - $447.2 $58.6K - $69.8K
8.49K $3.19B
AMZN
Amazon Com Inc

Consumer Cyclical
135
+ 1.08%
$190.26 - $242.06 $25.7K - $32.7K
12.6K $2.4B
Activity Summary
Buys All Purchases 42 New Holdings 8 Increased Positions 34 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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