Keyvantage Wealth, LLC Purchases in Q3 2025

Keyvantage Wealth, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JGRO
J P Morgan Exchange Traded Fd
5.17K
+ 3.15%
N/A
169K $15.9B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.6K
+ 0.43%
$21.69 - $23.34 $99.7K - $107K
1.08M $25.1B
AAPL
Apple Inc.

Technology
1.28K
+ 7.12%
$202.38 - $256.87 $260K - $330K
19.3K $4.92B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
3.42K
+ 1.7%
$64.75 - $69.05 $222K - $236K
205K $14.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
8.14K
+ 4.29%
$81.75 - $84.54 $665K - $688K
198K $16.6B
NVDA
Nvidia Corp

Technology
888
+ 3.62%
$153.3 - $186.58 $136K - $166K
25.4K $4.74B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.45K
+ 0.56%
$29.55 - $32.52 $42.9K - $47.2K
260K $8.34B
SCHR
Schwab Intermediate Term Us Tr

ETFs
21.6K
+ 4.79%
$24.69 - $25.26 $532K - $544K
472K $11.9B
VO
Vanguard Mid Cap ETF

ETFs
706
+ 2.59%
$279.83 - $293.74 $198K - $207K
28K $8.21B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.74K
+ 5.13%
$78.96 - $80.04 $453K - $460K
118K $9.41B
GLD
Spdr Gold Trust

ETFs
1.32K
New
$300.96 - $355.47 $396K - $467K
1.32K $467M
VB
Vanguard Small Cap ETF

ETFs
287
+ 1.34%
$237.58 - $259.17 $68.2K - $74.4K
21.8K $5.53B
MSFT
Microsoft Corp

Technology
398
+ 4.34%
$491.09 - $535.64 $195K - $213K
9.58K $4.96B
PLTR
Palantir Technologies Inc.

Technology
2.12K
New
$130.68 - $186.97 $277K - $396K
2.12K $386M
GOOGL
Alphabet Inc.

Communication Services
162
+ 3.9%
$174.36 - $254.72 $28.2K - $41.3K
4.32K $1.05B
ORCL
Oracle Corp

Technology
630
+ 38.58%
$218.96 - $328.33 $138K - $207K
2.26K $636M
GE
General Electric CO

Industrials
823
New
$244.75 - $305.63 $201K - $252K
823 $248M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.77K
New
$109.47 - $119.06 $193K - $210K
1.77K $209M
RTX
Raytheon Technologies Corp

Industrials
1.24K
New
$144.19 - $167.33 $179K - $208K
1.24K $208M
Ge Vernova Inc Com
338
New
N/A
338 $208M
HUBB
Hubbell Inc

Industrials
476
New
$410.51 - $450.93 $195K - $215K
476 $205M
ADI
Analog Devices Inc

Technology
823
New
$220.68 - $255.63 $182K - $210K
823 $202M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.49K
+ 1.11%
$50.9 - $52.37 $75.7K - $77.9K
136K $7.09B
AVGO
Broadcom Inc.

Technology
111
+ 3.71%
$264.74 - $369.57 $29.4K - $41K
3.11K $1.02B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.42K
+ 1.14%
$49.09 - $50.58 $69.9K - $72K
126K $6.37B
Dimensional Global Real Estate ETF
1.96K
+ 5.53%
N/A
37.3K $1.02B
FTS
Fortis Inc.

Utilities
21
+ 0.1%
$46.83 - $50.85 $983 - $1.07K
20.8K $1.06B
VBK
Vanguard Small Cap Growth ETF

ETFs
4
+ 0.16%
$276.51 - $305.12 $1.11K - $1.22K
2.58K $768M
DASH
Door Dash, Inc.

Communication Services
28
+ 3.29%
$234.5 - $272.5 $6.57K - $7.63K
879 $239M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8
+ 0.1%
$24.02 - $27.91 $192 - $223
8.33K $233M
MRK
Merck & Co., Inc.

Healthcare
37
+ 0.79%
$77.6 - $87.37 $2.87K - $3.23K
4.69K $394M
WMT
Walmart Inc.

Consumer Defensive
2
+ 0.04%
$94.4 - $104.27 $189 - $209
4.69K $483M
MA
Mastercard Inc

Financial Services
23
+ 2.69%
$550.18 - $598.96 $12.7K - $13.8K
878 $499M
VOT
Vanguard Mid Cap Growth Index

ETFs
2
+ 0.16%
$282.75 - $294.19 $566 - $588
1.26K $371M
IHDG
Wisdomtree Tr

ETFs
14
+ 0.29%
$43.81 - $46.31 $613 - $648
4.84K $223M
IBHE
Ishares Ibonds 2025 Term High

ETFs
116
+ 1.17%
$23.14 - $23.23 $2.68K - $2.69K
10K $233M
CSCO
Cisco Systems, Inc.

Technology
47
+ 0.43%
$66.2 - $71.79 $3.11K - $3.37K
11K $753M
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
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