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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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