Keyvantage Wealth, LLC Incresed Positions in Q2 2025

Keyvantage Wealth, LLC

  • $223 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.7K
+ 1.39%
$17.76 - $22.1 $262K - $326K
1.07M $23.7B
JGRO
J P Morgan Exchange Traded Fd
8.07K
+ 5.17%
N/A
164K $14.1B
NVDA
Nvidia Corp

Technology
1.77K
+ 7.8%
$94.31 - $157.99 $167K - $280K
24.5K $3.87B
MSFT
Microsoft Corp

Technology
693
+ 8.16%
$354.56 - $497.45 $246K - $345K
9.18K $4.57B
SCHC
Schwab Strategic Tr Intl Small

ETFs
6.39K
+ 4.57%
$32.41 - $42.59 $207K - $272K
146K $6.22B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.77K
+ 3.93%
$23.4 - $29.68 $229K - $290K
259K $7.67B
VO
Vanguard Mid Cap ETF

ETFs
1.19K
+ 4.56%
$228.54 - $279.83 $272K - $332K
27.3K $7.63B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.82K
+ 3.5%
$56.84 - $65.5 $388K - $447K
202K $13.2B
DISV
Dimensional ETF Tr Dimensional

ETFs
11.1K
+ 9.44%
$25.93 - $32.91 $287K - $364K
128K $4.22B
VB
Vanguard Small Cap ETF

ETFs
1.46K
+ 7.3%
$193.73 - $237.37 $283K - $347K
21.5K $5.09B
DFSV
Dimensional ETF Tr Dimensional

ETFs
12.2K
+ 7.73%
$24.21 - $29.47 $296K - $361K
171K $5.02B
AVGO
Broadcom Inc.

Technology
530
+ 21.51%
$146.29 - $275.65 $77.5K - $146K
2.99K $825M
BWMN
Bowman Consulting Group Ltd.

Industrials
3.07K
+ 15.77%
$21.1 - $28.97 $64.8K - $88.9K
22.5K $648M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.37K
+ 3.63%
$48.46 - $50.2 $212K - $219K
125K $6.2B
ORCL
Oracle Corp

Technology
25
+ 1.55%
$122.82 - $218.63 $3.07K - $5.47K
1.63K $357M
PM
Philip Morris International Inc.

Consumer Defensive
514
+ 33.7%
$149.23 - $184.95 $76.7K - $95.1K
2.04K $371M
SCHW
Schwab Charles Corp

Financial Services
577
+ 12.26%
$69.06 - $91.24 $39.8K - $52.6K
5.29K $482M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.2%
$498.8 - $620.9 $1.5K - $1.86K
1.49K $927M
CSCO
Cisco Systems, Inc.

Technology
52
+ 0.48%
$53.19 - $69.38 $2.77K - $3.61K
11K $761M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
76
+ 0.07%
$77.94 - $79.5 $5.92K - $6.04K
112K $8.9B
WMT
Walmart Inc.

Consumer Defensive
225
+ 5.04%
$81.79 - $99.98 $18.4K - $22.5K
4.69K $458M
Dimensional Global Real Estate ETF
706
+ 2.04%
N/A
35.4K $949M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11
+ 0.13%
$50.39 - $60.05 $554 - $661
8.51K $511M
EFG
Msci Eafe Growth ETF

ETFs
19
+ 0.9%
$89.8 - $112.0 $1.71K - $2.13K
2.13K $238M
IHDG
Wisdomtree Tr

ETFs
64
+ 1.34%
$38.54 - $46.0 $2.47K - $2.94K
4.82K $217M
IBHE
Ishares Ibonds 2025 Term High

ETFs
129
+ 1.32%
$22.98 - $23.27 $2.96K - $3K
9.91K $230M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.02%
$55.56 - $60.91 $55.6 - $60.9
4.3K $252M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Keyvantage Wealth, LLC Portfolio

Follow Keyvantage Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keyvantage Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyvantage Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email