Keyvantage Wealth, LLC Reduced Holdings in Q3 2025

Keyvantage Wealth, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-318
- 2.48%
$234.77 - $292.47 $74.7K - $93K
12.5K $3.52B
NFLX
Netflix Inc

Communication Services
-120
- 25.0%
$1147.87 - $1297.18 $138K - $156K
360 $432M
V
Visa Inc.

Financial Services
-438
- 40.86%
$332.09 - $358.86 $145K - $157K
634 $216M
LLY
Eli Lilly & CO

Healthcare
-195
- 36.31%
$625.65 - $812.69 $122K - $158K
342 $261M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.78K
- 9.19%
$90.83 - $93.81 $161K - $167K
17.5K $1.64B
AMZN
Amazon Com Inc

Consumer Cyclical
-546
- 4.69%
$211.65 - $238.24 $116K - $130K
11.1K $2.44B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.5K
- 6.39%
$45.6 - $46.92 $114K - $117K
36.6K $1.71B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.76K
- 5.12%
$45.26 - $46.63 $79.5K - $81.9K
32.6K $1.51B
PM
Philip Morris International Inc.

Consumer Defensive
-34
- 1.67%
$157.77 - $183.27 $5.36K - $6.23K
2.01K $325M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-376
- 5.3%
$95.22 - $96.21 $35.8K - $36.2K
6.71K $645M
GILD
Gilead Sciences, Inc.

Healthcare
-240
- 4.32%
$108.22 - $120.47 $26K - $28.9K
5.32K $591M
META
Meta Platforms, Inc.

Communication Services
-18
- 0.89%
$695.21 - $791.73 $12.5K - $14.3K
2K $1.47B
NEAR
Blackrock Short Maturity Bond

ETFs
-347
- 2.0%
$50.8 - $51.32 $17.6K - $17.8K
17K $871M
EUSB
Ishares Tr Esg Advanced Total

Technology
-180
- 3.33%
$42.97 - $44.2 $7.73K - $7.96K
5.23K $230M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-42
- 3.67%
$459.11 - $506.91 $19.3K - $21.3K
1.1K $555M
GS
Goldman Sachs Group Inc

Financial Services
-37
- 11.46%
$696.56 - $806.32 $25.8K - $29.8K
286 $227M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-64
- 1.26%
$46.86 - $48.27 $3K - $3.09K
5K $240M
Blackrock Inc Com
-39
- 10.0%
N/A
351 $409M
AMGN
Amgen Inc

Healthcare
-11
- 0.87%
$271.18 - $309.22 $2.98K - $3.4K
1.26K $355M
KLAC
Kla Corp

Technology
-40
- 16.53%
$843.9 - $1078.6 $33.8K - $43.1K
202 $218M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-27
- 0.7%
$62.49 - $64.56 $1.69K - $1.74K
3.81K $244M
LMT
Lockheed Martin Corp

Industrials
-67
- 6.36%
$410.74 - $499.21 $27.5K - $33.4K
987 $493M
MUB
Ishares National Muni Bond ETF

ETFs
-67
- 0.98%
$103.24 - $106.68 $6.92K - $7.15K
6.78K $722M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-144
- 0.99%
$48.5 - $50.19 $6.98K - $7.23K
14.4K $723M
QCOM
Qualcomm Inc

Technology
-4
- 0.27%
$145.84 - $173.55 $583 - $694
1.49K $248M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-33
- 1.43%
$87.95 - $94.49 $2.9K - $3.12K
2.27K $213M
MO
Altria Group, Inc.

Consumer Defensive
-319
- 7.43%
$57.75 - $67.68 $18.4K - $21.6K
3.98K $263M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-126
- 1.27%
$79.89 - $83.25 $10.1K - $10.5K
9.77K $808M
BK
Bank Of New York Mellon Corp

Financial Services
-661
- 13.4%
$90.65 - $109.75 $59.9K - $72.5K
4.27K $465M
XOM
Exxon Mobil Corp

Energy
-73
- 1.47%
$105.83 - $117.22 $7.73K - $8.56K
4.88K $550M
SCHW
Schwab Charles Corp

Financial Services
-28
- 0.53%
$91.03 - $98.69 $2.55K - $2.76K
5.26K $502M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2
- 0.02%
$59.61 - $63.09 $119 - $126
8.51K $535M
AMAT
Applied Materials Inc

Technology
-28
- 1.74%
$156.25 - $204.95 $4.38K - $5.74K
1.58K $324M
VOE
Vanguard Mid Cap Value Index F

ETFs
-42
- 1.07%
$164.63 - $174.58 $6.91K - $7.33K
3.89K $679M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-361
- 2.3%
$62.54 - $68.42 $22.6K - $24.7K
15.4K $1.04B
STLG
Ishares Factors Us Growth Styl

ETFs
-3
- 0.03%
N/A
9.61K $631M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-46
- 0.66%
$108.46 - $120.63 $4.99K - $5.55K
6.94K $824M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-327
- 0.69%
$28.15 - $30.13 $9.21K - $9.85K
47.2K $1.4B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-58
- 0.71%
$85.31 - $97.03 $4.95K - $5.63K
8.06K $767M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-272
- 0.84%
$30.13 - $33.37 $8.2K - $9.08K
32.2K $1.08B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-195
- 6.76%
$224.68 - $282.71 $43.8K - $55.1K
2.69K $752M
JPM
Jpmorgan Chase & CO

Financial Services
-30
- 0.66%
$282.78 - $316.06 $8.48K - $9.48K
4.53K $1.43B
JNJ
Johnson & Johnson

Healthcare
-50
- 1.4%
$155.17 - $185.42 $7.76K - $9.27K
3.51K $651M
VTV
Vanguard Value ETF

ETFs
-514
- 2.47%
$175.51 - $186.57 $90.2K - $95.9K
20.3K $3.79B
GOOG
Alphabet Inc.

Communication Services
-84
- 3.8%
$175.16 - $255.24 $14.7K - $21.4K
2.13K $518M
Lam Research Corp Com New
-435
- 7.3%
N/A
5.53K $740M
TSLA
Tesla, Inc.

Consumer Cyclical
-46
- 2.09%
$293.94 - $444.72 $13.5K - $20.5K
2.16K $960M
DISV
Dimensional ETF Tr Dimensional

ETFs
-1.15K
- 0.9%
$32.78 - $35.79 $37.8K - $41.3K
127K $4.54B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.66K
- 1.14%
$42.28 - $45.71 $70.1K - $75.8K
144K $6.57B
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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