Keyvantage Wealth, LLC Sells in Q1 2025

Keyvantage Wealth, LLC

  • $206 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-97.7K
- 70.93%
$44.41 - $45.98 $4.34M - $4.49M
40.1K $1.83B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-80.8K
- 64.35%
$44.72 - $46.25 $3.61M - $3.74M
44.8K $2.06B
BOND
Pimco Active Bond Exchange Tra

ETFs
-40.2K
- 64.79%
$89.27 - $92.9 $3.59M - $3.74M
21.9K $2.02B
VTV
Vanguard Value ETF

ETFs
-17.8K
- 44.55%
$167.73 - $179.21 $2.99M - $3.2M
22.2K $3.84B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-92.1K
- 14.77%
$21.75 - $24.28 $2M - $2.24M
531K $11.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-55.6K
- 13.77%
$24.91 - $29.02 $1.39M - $1.61M
348K $8.72B
NEAR
Blackrock Short Maturity Bond

ETFs
-36.8K
- 64.47%
$50.4 - $50.89 $1.86M - $1.87M
20.3K $1.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.3K
- 67.06%
$102.49 - $119.96 $1.57M - $1.84M
7.52K $786M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-19.4K
- 70.21%
$94.87 - $96.11 $1.84M - $1.86M
8.23K $790M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-17.8K
- 66.95%
$82.81 - $96.53 $1.47M - $1.72M
8.79K $737M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-37.3K
- 43.04%
$25.58 - $29.24 $953K - $1.09M
49.3K $1.29B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-41.3K
- 54.1%
$25.81 - $28.52 $1.07M - $1.18M
35.1K $966M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-13.1K
- 55.41%
$69.69 - $79.99 $916K - $1.05M
10.6K $756M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-17.8K
- 52.64%
$54.25 - $57.64 $963K - $1.02M
16K $880M
VOE
Vanguard Mid Cap Value Index F

ETFs
-5.57K
- 56.92%
$156.61 - $168.02 $873K - $937K
4.22K $677M
NVDA
Nvidia Corp

Technology
-1.99K
- 8.04%
$106.98 - $149.43 $213K - $297K
22.7K $2.46B
MUB
Ishares National Muni Bond ETF

ETFs
-6.36K
- 40.68%
$104.71 - $107.69 $666K - $685K
9.27K $978M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-13.2K
- 40.02%
$49.25 - $50.66 $649K - $668K
19.8K $980M
TSLA
Tesla, Inc.

Consumer Cyclical
-462
- 17.27%
$222.15 - $428.22 $103K - $198K
2.21K $574M
LLY
Eli Lilly & CO

Healthcare
-634
- 50.6%
$725.72 - $929.72 $460K - $589K
619 $511M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-622
- 16.63%
$165.25 - $224.62 $103K - $140K
3.12K $518M
SUB
Ishares Short Term National Mu

ETFs
-1.88K
- 36.17%
$105.3 - $106.24 $198K - $199K
3.31K $350M
AVGO
Broadcom Inc.

Technology
-119
- 4.61%
$167.43 - $244.7 $19.9K - $29.1K
2.46K $413M
LMT
Lockheed Martin Corp

Industrials
-204
- 15.38%
$423.19 - $506.29 $86.3K - $103K
1.12K $501M
ORCL
Oracle Corp

Technology
-484
- 23.14%
$139.81 - $186.47 $67.7K - $90.3K
1.61K $225M
CMCSA
Comcast Corp

Communication Services
-2.87K
- 32.66%
$33.19 - $38.23 $95.3K - $110K
5.92K $218M
Blackrock Inc Com
-55
- 11.78%
N/A
412 $390M
JPM
Jpmorgan Chase & CO

Financial Services
-408
- 8.06%
$225.19 - $279.95 $91.9K - $114K
4.66K $1.14B
MRK
Merck & Co., Inc.

Healthcare
-225
- 4.29%
$83.01 - $101.02 $18.7K - $22.7K
5.02K $451M
AMAT
Applied Materials Inc

Technology
-246
- 12.69%
$145.06 - $195.51 $35.7K - $48.1K
1.69K $246M
BK
Bank Of New York Mellon Corp

Financial Services
-1.29K
- 19.52%
$75.42 - $88.95 $97K - $114K
5.3K $445M
ISRG
Intuitive Surgical Inc

Healthcare
-93
- 17.88%
$476.63 - $610.45 $44.3K - $56.8K
427 $211M
SCHW
Schwab Charles Corp

Financial Services
-748
- 13.71%
$71.24 - $83.64 $53.3K - $62.6K
4.71K $369M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-844
- 8.38%
$25.93 - $29.28 $21.9K - $24.7K
9.22K $251M
HD
Home Depot, Inc.

Consumer Cyclical
-38
- 5.97%
$347.25 - $424.87 $13.2K - $16.1K
598 $219M
Lam Research Corp Com New
-414
- 5.94%
N/A
6.55K $476M
HON
Honeywell International Inc

Industrials
-49
- 4.83%
$202.75 - $226.52 $9.93K - $11.1K
965 $204M
PG
Procter & Gamble CO

Consumer Defensive
-125
- 4.82%
$158.56 - $176.26 $19.8K - $22K
2.47K $420M
MO
Altria Group, Inc.

Consumer Defensive
-874
- 16.91%
$50.81 - $60.02 $44.4K - $52.5K
4.29K $258M
FTS
Fortis Inc.

Utilities
-2.2K
- 9.57%
$40.49 - $45.58 $89.2K - $100K
20.8K $949M
EUSB
Ishares Tr Esg Advanced Total

Technology
-76
- 1.36%
$42.05 - $43.43 $3.2K - $3.3K
5.51K $239M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-66
- 1.26%
$45.92 - $47.58 $3.03K - $3.14K
5.16K $245M
GILD
Gilead Sciences, Inc.

Healthcare
-884
- 13.56%
$89.14 - $117.41 $78.8K - $104K
5.64K $631M
AMGN
Amgen Inc

Healthcare
-98
- 6.67%
$258.59 - $327.36 $25.3K - $32.1K
1.37K $428M
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
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