Keyvantage Wealth, LLC Portfolio Holdings

Keyvantage Wealth, LLC

  • $206 Billion
  • Q1 2025

Keyvantage Wealth, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $206 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $20.9B, Vanguard Intermediate Term Cor with a value of $15.5B, Jp Morgan ETF Fd Tr Active Val with a value of $12.4B, Schwab Strategic Tr Us Large C with a value of $11.7B, and J P Morgan Exchange Traded Fd with a value of $11.5B.

Examining the 13F form we can see an increase of $65.6B in the current position value, from $140B to 206B.

Keyvantage Wealth, LLC is based out at Bethlehem, PA

Below you can find more details about Keyvantage Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $206 Billion
ETFs: $158 Billion
Technology: $15.7 Billion
Financial Services: $3.6 Billion
Consumer Cyclical: $3.45 Billion
Communication Services: $3.38 Billion
Healthcare: $3.23 Billion
Consumer Defensive: $1.64 Billion
Industrials: $1.13 Billion
Other: $1.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.9 Billion 10.18% of portfolio
1,057,767
Q1 2025 Added 79.86%
$0
$15.5 Billion 7.55% of portfolio
189,807
Q1 2025 Added 3,993.31%
$0
$12.4 Billion 6.03% of portfolio
194,874
Q1 2025 Added 1,233.47%
$0
$11.7 Billion 5.71% of portfolio
531,224
Q1 2025 Reduced 14.77%
-
$11.5 Billion 5.6% of portfolio
-
Q1 2025 Added 1,170.25%
$0
$11.2 Billion 5.45% of portfolio
450,566
Q1 2025 New
$0
$8.84 Billion 4.3% of portfolio
111,930
Q1 2025 New
$0
$8.72 Billion 4.24% of portfolio
348,295
Q1 2025 Reduced 13.77%
$0
$6.95 Billion 3.38% of portfolio
134,893
Q1 2025 Added 139.15%
$0
$6.74 Billion 3.28% of portfolio
26,064
Q1 2025 Added 1,509.88%
$0
$6.58 Billion 3.2% of portfolio
248,774
Q1 2025 Added 1,846.44%
$0
$6.02 Billion 2.93% of portfolio
120,456
Q1 2025 Added 338.55%
$0
$5.01 Billion 2.44% of portfolio
139,708
Q1 2025 Added 35.33%
$0
$4.46 Billion 2.17% of portfolio
158,368
Q1 2025 Added 1,613.94%
$0
$4.44 Billion 2.16% of portfolio
20,012
Q1 2025 Added 1,137.6%
$3.35T
$4.1 Billion 2.0% of portfolio
18,476
Q1 2025 Reduced 14.28%
$0
$3.41 Billion 1.66% of portfolio
117,199
Q1 2025 New
$3.75T
$3.19 Billion 1.55% of portfolio
8,488
Q1 2025 Added 1.87%
$254B
$3.15 Billion 1.53% of portfolio
12,670
Q1 2025 Added 1,155.7%
$409B
$2.46 Billion 1.2% of portfolio
22,734
Q1 2025 Reduced 8.04%
$2.3T
$2.4 Billion 1.17% of portfolio
12,601
Q1 2025 Added 1.08%
$0
$2.06 Billion 1.0% of portfolio
44,778
Q1 2025 Reduced 64.35%
$0
$2.02 Billion 0.98% of portfolio
21,850
Q1 2025 Reduced 64.79%
$0
$1.83 Billion 0.89% of portfolio
40,059
Q1 2025 Reduced 70.93%
$0
$1.29 Billion 0.63% of portfolio
49,310
Q1 2025 Reduced 43.04%
$1.62T
$1.24 Billion 0.61% of portfolio
2,160
Q1 2025 Added 11.4%
$847B
$1.14 Billion 0.56% of portfolio
4,655
Q1 2025 Reduced 8.06%
$0
$1.03 Billion 0.5% of portfolio
20,288
Q1 2025 Reduced 64.47%
$0
$978 Million 0.48% of portfolio
9,272
Q1 2025 Reduced 40.68%
$0
$980 Million 0.48% of portfolio
19,752
Q1 2025 Reduced 40.02%
$0
$966 Million 0.47% of portfolio
35,053
Q1 2025 Reduced 54.1%
$22.6B
$949 Million 0.46% of portfolio
20,814
Q1 2025 Reduced 9.57%
Dimensional Global Real Estate ETF
-
$910 Million 0.44% of portfolio
-
Q1 2025 New
$0
$880 Million 0.43% of portfolio
15,975
Q1 2025 Reduced 52.64%
$0
$836 Million 0.41% of portfolio
1,489
Q1 2025 Added 0.13%
$0
$790 Million 0.38% of portfolio
8,226
Q1 2025 Reduced 70.21%
$0
$786 Million 0.38% of portfolio
7,518
Q1 2025 Reduced 67.06%
$0
$756 Million 0.37% of portfolio
10,578
Q1 2025 Reduced 55.41%
$0
$737 Million 0.36% of portfolio
8,786
Q1 2025 Reduced 66.95%
$1.07T
$702 Million 0.34% of portfolio
4,539
Q1 2025 Added 3.56%
$410B
$689 Million 0.34% of portfolio
4,154
Q1 2025 Added 21.0%
$631B
$709 Million 0.34% of portfolio
1,331
Q1 2025 Added 11.47%
$0
$677 Million 0.33% of portfolio
4,219
Q1 2025 Reduced 56.92%
$278B
$673 Million 0.33% of portfolio
10,913
Q1 2025 Added 0.52%
$0
$648 Million 0.32% of portfolio
2,575
Q1 2025 Added 0.12%
$140B
$631 Million 0.31% of portfolio
5,636
Q1 2025 Reduced 13.56%
$475B
$635 Million 0.31% of portfolio
5,339
Q1 2025 Added 2.55%
$1T
$574 Million 0.28% of portfolio
2,213
Q1 2025 Reduced 17.27%
$0
$562 Million 0.27% of portfolio
23,787
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $206 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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