Keyvantage Wealth, LLC New Holdings in Q4 2024

Keyvantage Wealth, LLC

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
623K
New
$22.4 - $68.28 $14M - $42.6M
623K $14.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
404K
New
$25.93 - $105.3 $10.5M - $42.5M
404K $11.3B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
588K
New
$18.41 - $40.87 $10.8M - $24M
588K $10.9B
VTV
Vanguard Value ETF

ETFs
40K
New
$168.32 - $181.87 $6.74M - $7.28M
40K $6.78B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
138K
New
$44.87 - $46.86 $6.18M - $6.46M
138K $6.18B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
126K
New
$45.07 - $47.1 $5.66M - $5.92M
126K $5.68B
BOND
Pimco Active Bond Exchange Tra

ETFs
62.1K
New
$90.42 - $94.5 $5.61M - $5.86M
62.1K $5.61B
AAPL
Apple Inc.

Technology
21.6K
New
$221.69 - $259.02 $4.78M - $5.58M
21.6K $5.4B
SCHC
Schwab Strategic Tr Intl Small

ETFs
103K
New
$33.93 - $38.37 $3.5M - $3.96M
103K $3.54B
MSFT
Microsoft Corp

Technology
8.33K
New
$406.35 - $454.46 $3.39M - $3.79M
8.33K $3.51B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
56.4K
New
$51.58 - $52.91 $2.91M - $2.98M
56.4K $2.92B
NEAR
Blackrock Short Maturity Bond

ETFs
57.1K
New
$50.28 - $51.08 $2.87M - $2.92M
57.1K $2.88B
AMZN
Amazon Com Inc

Consumer Cyclical
12.5K
New
$180.88 - $232.93 $2.25M - $2.9M
12.5K $2.73B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22.8K
New
$113.92 - $127.38 $2.6M - $2.91M
22.8K $2.63B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
27.6K
New
$94.79 - $95.69 $2.62M - $2.64M
27.6K $2.62B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
26.6K
New
$89.88 - $101.38 $2.39M - $2.7M
26.6K $2.48B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
86.6K
New
$27.54 - $83.04 $2.38M - $7.19M
86.6K $2.4B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
76.4K
New
$26.63 - $30.23 $2.03M - $2.31M
76.4K $2.03B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
33.7K
New
$55.45 - $61.08 $1.87M - $2.06M
33.7K $1.87B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
23.7K
New
$72.18 - $81.41 $1.71M - $1.93M
23.7K $1.79B
MUB
Ishares National Muni Bond ETF

ETFs
15.6K
New
$105.78 - $108.7 $1.65M - $1.7M
15.6K $1.67B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.9K
New
$49.79 - $51.14 $1.64M - $1.68M
32.9K $1.65B
VOE
Vanguard Mid Cap Value Index F

ETFs
9.79K
New
$160.89 - $176.18 $1.58M - $1.73M
9.79K $1.58B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
27.5K
New
$50.02 - $51.24 $1.37M - $1.41M
27.5K $1.38B
JPM
Jpmorgan Chase & CO

Financial Services
5.06K
New
$205.18 - $250.29 $1.04M - $1.27M
5.06K $1.21B
META
Meta Platforms, Inc.

Communication Services
1.94K
New
$554.08 - $632.68 $1.07M - $1.23M
1.94K $1.14B
TSLA
Tesla, Inc.

Consumer Cyclical
2.68K
New
$213.65 - $479.86 $572K - $1.28M
2.68K $1.08B
JGRO
J P Morgan Exchange Traded Fd
12.3K
New
N/A
12.3K $995M
LLY
Eli Lilly & CO

Healthcare
1.25K
New
$727.2 - $932.06 $911K - $1.17M
1.25K $967M
FTS
Fortis Inc.

Utilities
23K
New
$41.04 - $45.81 $945K - $1.05M
23K $957M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
14.6K
New
$63.01 - $68.55 $921K - $1M
14.6K $925M
IVV
Ishares Core S&P 500 ETF

ETFs
1.49K
New
$570.51 - $610.59 $848K - $908K
1.49K $875M
GOOGL
Alphabet Inc.

Communication Services
4.38K
New
$161.86 - $196.66 $709K - $862K
4.38K $830M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.74K
New
$172.07 - $207.36 $644K - $776K
3.74K $739M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.57K
New
$264.18 - $304.19 $679K - $782K
2.57K $720M
BSX
Boston Scientific Corp

Healthcare
7.6K
New
$83.62 - $91.5 $636K - $696K
7.6K $679M
LMT
Lockheed Martin Corp

Industrials
1.33K
New
$479.66 - $614.62 $636K - $815K
1.33K $644M
CSCO
Cisco Systems, Inc.

Technology
10.9K
New
$52.45 - $60.02 $569K - $652K
10.9K $643M
GILD
Gilead Sciences, Inc.

Healthcare
6.52K
New
$83.95 - $97.9 $547K - $638K
6.52K $602M
AVGO
Broadcom Inc.

Technology
2.58K
New
$159.67 - $250.0 $412K - $646K
2.58K $599M
FNDX
Schwab Fundamental U S Large C

ETFs
23.8K
New
$23.49 - $71.77 $559K - $1.71M
23.8K $563M
XOM
Exxon Mobil Corp

Energy
5.21K
New
$105.51 - $125.37 $549K - $653K
5.21K $560M
SUB
Ishares Short Term National Mu

ETFs
5.19K
New
$104.94 - $106.2 $545K - $551K
5.19K $547M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.19K
New
$442.29 - $483.08 $528K - $577K
1.19K $541M
STLG
Ishares Factors Us Growth Styl

ETFs
9.61K
New
N/A
9.61K $541M
GOOG
Alphabet Inc.

Communication Services
2.78K
New
$163.08 - $198.16 $454K - $552K
2.78K $530M
MRK
Merck & Co., Inc.

Healthcare
5.25K
New
$96.31 - $114.76 $505K - $602K
5.25K $522M
FNDF
Schwab Fundamental Intl Large

ETFs
15.6K
New
$32.92 - $37.15 $513K - $579K
15.6K $518M
BK
Bank Of New York Mellon Corp

Financial Services
6.59K
New
$70.82 - $81.87 $467K - $539K
6.59K $506M
Activity Summary
Buys All Purchases 95 New Holdings 95 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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