Keyvantage Wealth, LLC Portfolio Holdings by Sector
Keyvantage Wealth, LLC
- $238 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHF VCIT JAVA SCHX SCHR SCHG VCSH DFEM 47 stocks |
$178 Million
81.13% of portfolio
|
17
|
24
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM QCOM ADI 5 stocks |
$6.96 Million
3.17% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR 3 stocks |
$5.98 Million
2.72% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.92 Million
2.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$3.52 Million
1.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG DASH 4 stocks |
$3.27 Million
1.49% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.44 Million
1.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ GILD MRK AMGN LLY 5 stocks |
$2.25 Million
1.02% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.43 Million
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
FTS 1 stocks |
$1.06 Million
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$959,706
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BWMN 1 stocks |
$954,625
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$753,443
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$729,264
0.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$715,850
0.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$700,566
0.32% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$587,836
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$554,522
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$549,841
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC 2 stocks |
$542,135
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$483,303
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$465,300
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$431,611
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$322,260
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$247,610
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$232,589
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$223,606
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$204,828
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|