Keyvantage Wealth, LLC Reduced Holdings in Q2 2025

Keyvantage Wealth, LLC

  • $223 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-446
- 2.41%
$172.42 - $223.89 $76.9K - $99.9K
18K $3.7B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.18K
- 26.22%
$48.13 - $49.85 $249K - $258K
14.6K $715M
MUB
Ishares National Muni Bond ETF

ETFs
-2.43K
- 26.19%
$102.31 - $105.8 $248K - $257K
6.84K $715M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.72K
- 12.78%
$45.12 - $46.23 $258K - $265K
39.1K $1.81B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-5.72K
- 14.27%
$44.68 - $45.96 $255K - $263K
34.3K $1.57B
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.53K
- 11.57%
$89.87 - $92.93 $227K - $235K
19.3K $1.78B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-186
- 13.97%
$483.48 - $539.8 $89.9K - $100K
1.15K $556M
VTV
Vanguard Value ETF

ETFs
-1.36K
- 6.11%
$153.67 - $176.74 $208K - $240K
20.8K $3.68B
NEAR
Blackrock Short Maturity Bond

ETFs
-2.96K
- 14.58%
$50.41 - $51.17 $149K - $151K
17.3K $886M
JNJ
Johnson & Johnson

Healthcare
-594
- 14.3%
$146.36 - $159.82 $86.9K - $94.9K
3.56K $544M
XOM
Exxon Mobil Corp

Energy
-389
- 7.29%
$99.93 - $119.04 $38.9K - $46.3K
4.95K $534M
LLY
Eli Lilly & CO

Healthcare
-82
- 13.25%
$713.71 - $898.95 $58.5K - $73.7K
537 $418M
GOOG
Alphabet Inc.

Communication Services
-860
- 28.02%
$146.58 - $180.01 $126K - $155K
2.21K $392M
MRK
Merck & Co., Inc.

Healthcare
-364
- 7.25%
$73.47 - $87.12 $26.7K - $31.7K
4.66K $369M
V
Visa Inc.

Financial Services
-229
- 17.6%
$308.27 - $373.31 $70.6K - $85.5K
1.07K $381M
AMGN
Amgen Inc

Healthcare
-103
- 7.51%
$262.28 - $309.85 $27K - $31.9K
1.27K $354M
PG
Procter & Gamble CO

Consumer Defensive
-248
- 10.06%
$157.66 - $172.39 $39.1K - $42.8K
2.22K $353M
SUB
Ishares Short Term National Mu

ETFs
-628
- 18.96%
$104.77 - $106.34 $65.8K - $66.8K
2.69K $286M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-731
- 0.54%
$50.34 - $51.86 $36.8K - $37.9K
134K $6.89B
MCD
Mcdonalds Corp

Consumer Cyclical
-117
- 13.9%
$285.55 - $321.23 $33.4K - $37.6K
725 $212M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-898
- 9.74%
$22.66 - $26.12 $20.3K - $23.5K
8.33K $204M
KO
Coca Cola CO

Consumer Defensive
-553
- 12.14%
$68.37 - $73.9 $37.8K - $40.9K
4K $283M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-670
- 7.63%
$71.94 - $86.02 $48.2K - $57.6K
8.12K $694M
VOE
Vanguard Mid Cap Value Index F

ETFs
-287
- 6.8%
$141.87 - $164.49 $40.7K - $47.2K
3.93K $647M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-537
- 7.14%
$90.56 - $109.49 $48.6K - $58.8K
6.98K $763M
GILD
Gilead Sciences, Inc.

Healthcare
-75
- 1.33%
$96.91 - $113.0 $7.27K - $8.48K
5.56K $617M
LMT
Lockheed Martin Corp

Industrials
-68
- 6.06%
$430.82 - $486.45 $29.3K - $33.1K
1.05K $488M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-97
- 1.88%
$46.41 - $47.7 $4.5K - $4.63K
5.06K $241M
QCOM
Qualcomm Inc

Technology
-83
- 5.27%
$124.66 - $159.48 $10.3K - $13.2K
1.49K $238M
EUSB
Ishares Tr Esg Advanced Total

Technology
-103
- 1.87%
$42.54 - $43.56 $4.38K - $4.49K
5.41K $235M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-72
- 1.84%
$61.25 - $63.4 $4.41K - $4.56K
3.84K $243M
MA
Mastercard Inc

Financial Services
-22
- 2.51%
$479.92 - $590.74 $10.6K - $13K
855 $480M
NOW
Service Now, Inc.

Technology
-73
- 21.86%
$721.65 - $1040.18 $52.7K - $75.9K
261 $268M
BK
Bank Of New York Mellon Corp

Financial Services
-372
- 7.01%
$73.31 - $91.62 $27.3K - $34.1K
4.93K $449M
HON
Honeywell International Inc

Industrials
-29
- 3.01%
$182.86 - $232.88 $5.3K - $6.75K
936 $218M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.53K
- 7.23%
$24.38 - $30.18 $61.8K - $76.4K
32.5K $980M
Blackrock Inc Com
-22
- 5.34%
N/A
390 $410M
GOOGL
Alphabet Inc.

Communication Services
-382
- 8.42%
$144.7 - $178.6 $55.3K - $68.2K
4.16K $733M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-680
- 6.43%
$63.36 - $80.23 $43.1K - $54.6K
9.9K $794M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.76K
- 3.58%
$22.92 - $28.05 $40.4K - $49.5K
47.5K $1.33B
AMAT
Applied Materials Inc

Technology
-82
- 4.85%
$126.95 - $183.52 $10.4K - $15K
1.61K $295M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-311
- 0.07%
$24.54 - $25.07 $7.63K - $7.8K
450K $11.3B
STLG
Ishares Factors Us Growth Styl

ETFs
-8
- 0.08%
N/A
9.61K $580M
Lam Research Corp Com New
-589
- 8.99%
N/A
5.96K $580M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-250
- 1.56%
$50.08 - $63.14 $12.5K - $15.8K
15.7K $993M
TSLA
Tesla, Inc.

Consumer Cyclical
-9
- 0.41%
$221.86 - $362.89 $2K - $3.27K
2.2K $700M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-233
- 7.47%
$141.37 - $228.57 $32.9K - $53.3K
2.89K $654M
NFLX
Netflix Inc

Communication Services
-43
- 8.22%
$855.86 - $1339.13 $36.8K - $57.6K
480 $643M
AMZN
Amazon Com Inc

Consumer Cyclical
-951
- 7.55%
$167.32 - $223.3 $159K - $212K
11.7K $2.56B
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
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