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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$563 Million 0.27% of portfolio
15,589
Q4 2024 New
$1.19T
$518 Million 0.25% of portfolio
3,119
Q1 2025 Reduced 16.63%
$760B
$511 Million 0.25% of portfolio
619
Q1 2025 Reduced 50.6%
$0
$491 Million 0.24% of portfolio
9,620
Q1 2025 Added 0.09%
$124B
$501 Million 0.24% of portfolio
1,122
Q1 2025 Reduced 15.38%
$562B
$488 Million 0.24% of portfolio
523
Q1 2025 Added 7.61%
$0
$480 Million 0.23% of portfolio
8,500
Q1 2025 Added 0.01%
$1.11T
$479 Million 0.23% of portfolio
3,069
Q1 2025 Added 10.24%
$527B
$481 Million 0.23% of portfolio
877
Q1 2025 Added 11.72%
Lam Research Corp Com New
-
$476 Million 0.23% of portfolio
-
Q1 2025 Reduced 5.94%
$212B
$451 Million 0.22% of portfolio
5,020
Q1 2025 Reduced 4.29%
$573B
$456 Million 0.22% of portfolio
1,301
Q1 2025 New
$77B
$445 Million 0.22% of portfolio
5,303
Q1 2025 Reduced 19.52%
$396M
$425 Million 0.21% of portfolio
19,467
Q4 2024 New
$159B
$428 Million 0.21% of portfolio
1,372
Q1 2025 Reduced 6.67%
$112B
$413 Million 0.2% of portfolio
2,464
Q1 2025 Reduced 4.61%
$260B
$392 Million 0.19% of portfolio
4,463
Q1 2025 Added 61.53%
Blackrock Inc Com
-
$390 Million 0.19% of portfolio
-
Q1 2025 Reduced 11.78%
$169B
$369 Million 0.18% of portfolio
4,708
Q1 2025 Reduced 13.71%
$0
$350 Million 0.17% of portfolio
3,313
Q1 2025 Reduced 36.17%
$0
$333 Million 0.16% of portfolio
14,484
Q4 2024 New
$300B
$326 Million 0.16% of portfolio
4,557
Q1 2025 Added 21.78%
$6.93B
$307 Million 0.15% of portfolio
499
Q4 2024 New
$0
$308 Million 0.15% of portfolio
1,260
Q1 2025 Added 0.16%
$104B
$258 Million 0.13% of portfolio
4,294
Q1 2025 Reduced 16.91%
$222B
$263 Million 0.13% of portfolio
842
Q1 2025 New
$194B
$266 Million 0.13% of portfolio
334
Q1 2025 Added 16.38%
$0
$239 Million 0.12% of portfolio
5,509
Q1 2025 Reduced 1.36%
$280B
$242 Million 0.12% of portfolio
1,525
Q1 2025 New
$9.61B
$251 Million 0.12% of portfolio
9,224
Q1 2025 Reduced 8.38%
$170B
$246 Million 0.12% of portfolio
1,692
Q1 2025 Reduced 12.69%
$173B
$242 Million 0.12% of portfolio
1,576
Q1 2025 Added 3.75%
$0
$246 Million 0.12% of portfolio
3,907
Q4 2024 New
$0
$245 Million 0.12% of portfolio
5,157
Q1 2025 Reduced 1.26%
$379B
$219 Million 0.11% of portfolio
598
Q1 2025 Reduced 5.97%
$260B
$216 Million 0.11% of portfolio
806
Q1 2025 New
$157B
$218 Million 0.11% of portfolio
5,918
Q1 2025 Reduced 32.66%
$0
$227 Million 0.11% of portfolio
9,781
Q1 2025 Added 0.93%
$618B
$225 Million 0.11% of portfolio
1,608
Q1 2025 Reduced 23.14%
$0
$211 Million 0.1% of portfolio
2,108
Q4 2024 New
$160B
$204 Million 0.1% of portfolio
965
Q1 2025 Reduced 4.83%
$183B
$211 Million 0.1% of portfolio
427
Q1 2025 Reduced 17.88%
$0
$207 Million 0.1% of portfolio
4,759
Q1 2025 Added 0.23%

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
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