Keyvantage Wealth, LLC Portfolio Holdings

Keyvantage Wealth, LLC

  • $140 Billion
  • Q4 2024

Keyvantage Wealth, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $14.4B, Schwab Strategic Tr Us Large C with a value of $11.3B, Schwab Strategic Tr Intl Eqty with a value of $10.9B, Vanguard Value ETF with a value of $6.78B, and Fidelity Merrimack Str Tr Tota with a value of $6.18B.

Examining the 13F form we can see an increase of $140B in the current position value.

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 $140 Billion
ETFs: $101 Billion
Technology: $16.1 Billion
Healthcare: $4.41 Billion
Consumer Cyclical: $4.06 Billion
Financial Services: $3.57 Billion
Communication Services: $3.54 Billion
Industrials: $1.56 Billion
Consumer Defensive: $1.41 Billion
Other: $1.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.4 Billion 10.33% of portfolio
623,295
Q4 2024 New
$0
$11.3 Billion 8.05% of portfolio
403,929
Q4 2024 New
$0
$10.9 Billion 7.78% of portfolio
588,102
Q4 2024 New
$0
$6.78 Billion 4.85% of portfolio
40,037
Q4 2024 New
$0
$6.18 Billion 4.42% of portfolio
137,793
Q4 2024 New
$0
$5.68 Billion 4.06% of portfolio
125,602
Q4 2024 New
$0
$5.61 Billion 4.01% of portfolio
62,059
Q4 2024 New
$3.93T
$5.4 Billion 3.86% of portfolio
21,555
Q4 2024 New
$0
$3.54 Billion 2.53% of portfolio
103,238
Q4 2024 New
$3.05T
$3.51 Billion 2.51% of portfolio
8,332
Q4 2024 New
$347B
$3.32 Billion 2.37% of portfolio
24,721
Q4 2024 New
$0
$2.92 Billion 2.09% of portfolio
56,406
Q4 2024 New
$0
$2.88 Billion 2.06% of portfolio
57,095
Q4 2024 New
$2.31T
$2.73 Billion 1.96% of portfolio
12,466
Q4 2024 New
$0
$2.62 Billion 1.88% of portfolio
27,616
Q4 2024 New
$0
$2.63 Billion 1.88% of portfolio
22,825
Q4 2024 New
$0
$2.4 Billion 1.72% of portfolio
86,573
Q4 2024 New
$0
$2.03 Billion 1.45% of portfolio
76,371
Q4 2024 New
$0
$1.87 Billion 1.34% of portfolio
33,734
Q4 2024 New
$0
$1.79 Billion 1.28% of portfolio
23,725
Q4 2024 New
$0
$1.67 Billion 1.19% of portfolio
15,631
Q4 2024 New
$0
$1.65 Billion 1.18% of portfolio
32,929
Q4 2024 New
$0
$1.58 Billion 1.13% of portfolio
9,793
Q4 2024 New
$0
$1.38 Billion 0.98% of portfolio
27,467
Q4 2024 New
$821B
$1.21 Billion 0.87% of portfolio
5,063
Q4 2024 New
$1.61T
$1.14 Billion 0.81% of portfolio
1,939
Q4 2024 New
$1.12T
$1.08 Billion 0.77% of portfolio
2,675
Q4 2024 New
-
$995 Million 0.71% of portfolio
-
Q4 2024 New
$814B
$967 Million 0.69% of portfolio
1,253
Q4 2024 New
$20.9B
$957 Million 0.68% of portfolio
23,016
Q4 2024 New
$0
$925 Million 0.66% of portfolio
14,614
Q4 2024 New
$0
$875 Million 0.63% of portfolio
1,487
Q4 2024 New
$1.1T
$830 Million 0.59% of portfolio
4,383
Q4 2024 New
$1.05T
$739 Million 0.53% of portfolio
3,741
Q4 2024 New
$0
$720 Million 0.51% of portfolio
2,572
Q4 2024 New
$151B
$679 Million 0.49% of portfolio
7,603
Q4 2024 New
$112B
$644 Million 0.46% of portfolio
1,326
Q4 2024 New
$265B
$643 Million 0.46% of portfolio
10,857
Q4 2024 New
$92.6B
$599 Million 0.43% of portfolio
2,583
Q4 2024 New
$132B
$602 Million 0.43% of portfolio
6,520
Q4 2024 New
$0
$563 Million 0.4% of portfolio
23,787
Q4 2024 New
$459B
$560 Million 0.4% of portfolio
5,206
Q4 2024 New
$0
$547 Million 0.39% of portfolio
5,190
Q4 2024 New
$628B
$541 Million 0.39% of portfolio
1,194
Q4 2024 New
$0
$541 Million 0.39% of portfolio
9,611
Q4 2024 New
$1.13T
$530 Million 0.38% of portfolio
2,784
Q4 2024 New
$211B
$522 Million 0.37% of portfolio
5,245
Q4 2024 New
$0
$518 Million 0.37% of portfolio
15,589
Q4 2024 New
$71.9B
$506 Million 0.36% of portfolio
6,589
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $140 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 95 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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