Keyvantage Wealth, LLC Purchases in Q4 2024

Keyvantage Wealth, LLC

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp Com New
6.96K
New
N/A
6.96K $503M
JNJ
Johnson & Johnson

Healthcare
3.43K
New
$143.34 - $165.86 $492K - $569K
3.43K $496M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
8.5K
New
$55.86 - $60.21 $475K - $512K
8.5K $487M
BWMN
Bowman Consulting Group Ltd.

Industrials
19.5K
New
$20.0 - $28.42 $389K - $553K
19.5K $486M
Blackrock Inc Com
467
New
N/A
467 $479M
PG
Procter & Gamble CO

Consumer Defensive
2.59K
New
$161.05 - $179.7 $417K - $466K
2.59K $434M
NFLX
Netflix Inc

Communication Services
486
New
$687.65 - $936.56 $334K - $455K
486 $433M
VO
Vanguard Mid Cap ETF

ETFs
1.62K
New
$261.5 - $284.63 $423K - $461K
1.62K $428M
MA
Mastercard Inc

Financial Services
785
New
$491.3 - $536.15 $386K - $421K
785 $413M
MEAR
Blackrock Short Maturity Munic

ETFs
8.15K
New
$49.94 - $50.28 $407K - $410K
8.15K $407M
VB
Vanguard Small Cap ETF

ETFs
1.62K
New
$233.76 - $261.58 $378K - $423K
1.62K $388M
AMGN
Amgen Inc

Healthcare
1.47K
New
$258.78 - $328.31 $380K - $483K
1.47K $383M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.64K
New
$80.13 - $83.77 $372K - $388K
4.64K $372M
ORCL
Oracle Corp

Technology
2.09K
New
$165.41 - $192.43 $346K - $403K
2.09K $349M
FNDB
Schwab Fundamental U S Broad M

ETFs
14.5K
New
$23.07 - $70.32 $334K - $1.02M
14.5K $337M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.8K
New
$26.16 - $28.82 $334K - $368K
12.8K $335M
CMCSA
Comcast Corp

Communication Services
8.79K
New
$37.39 - $45.14 $329K - $397K
8.79K $330M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.26K
New
$241.48 - $274.89 $304K - $346K
1.26K $319M
AMAT
Applied Materials Inc

Technology
1.94K
New
$161.44 - $213.89 $313K - $415K
1.94K $315M
NOW
Service Now, Inc.

Technology
287
New
$867.18 - $1148.42 $249K - $330K
287 $304M
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.24K
New
$30.18 - $33.87 $279K - $313K
9.24K $284M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
10.1K
New
$27.09 - $32.06 $273K - $323K
10.1K $282M
ISRG
Intuitive Surgical Inc

Healthcare
520
New
$471.27 - $550.62 $245K - $286K
520 $271M
MO
Altria Group, Inc.

Consumer Defensive
5.17K
New
$49.06 - $57.74 $254K - $298K
5.17K $270M
ADI
Analog Devices Inc

Technology
1.26K
New
$206.35 - $236.48 $261K - $299K
1.26K $269M
EVR
Evercore Inc.

Financial Services
956
New
$247.66 - $315.67 $237K - $302K
956 $265M
CHE
Chemed Corp

Healthcare
499
New
$517.44 - $613.19 $258K - $306K
499 $265M
WMT
Walmart Inc.

Consumer Defensive
2.76K
New
$79.1 - $95.7 $219K - $264K
2.76K $250M
HD
Home Depot, Inc.

Consumer Cyclical
636
New
$385.02 - $431.37 $245K - $274K
636 $247M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.22K
New
$46.33 - $48.6 $242K - $254K
5.22K $243M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.91K
New
$61.87 - $64.86 $242K - $253K
3.91K $242M
EUSB
Ishares Tr Esg Advanced Total

Technology
5.59K
New
$42.39 - $44.29 $237K - $247K
5.59K $237M
QCOM
Qualcomm Inc

Technology
1.52K
New
$150.4 - $178.04 $228K - $270K
1.52K $233M
KO
Coca Cola CO

Consumer Defensive
3.74K
New
$61.74 - $71.71 $231K - $268K
3.74K $233M
GS
Goldman Sachs Group Inc

Financial Services
402
New
$486.1 - $608.57 $195K - $245K
402 $230M
HON
Honeywell International Inc

Industrials
1.01K
New
$202.84 - $236.0 $206K - $239K
1.01K $229M
MDT
Medtronic PLC

Healthcare
2.84K
New
$79.61 - $92.24 $226K - $262K
2.84K $227M
IBHE
Ishares Ibonds 2025 Term High

ETFs
9.69K
New
$23.08 - $23.28 $224K - $226K
9.69K $225M
IBM
International Business Machines Corp

Technology
1.01K
New
$204.9 - $238.04 $207K - $240K
1.01K $222M
STZ
Constellation Brands, Inc.

Consumer Defensive
989
New
$219.66 - $257.62 $217K - $255K
989 $219M
KLAC
Kla Corp

Technology
340
New
$614.46 - $829.55 $209K - $282K
340 $214M
IHDG
Wisdomtree Tr

ETFs
4.75K
New
$43.38 - $46.0 $206K - $218K
4.75K $206M
EFG
Msci Eafe Growth ETF

ETFs
2.11K
New
$96.83 - $106.88 $204K - $225K
2.11K $204M
HUBB
Hubbell Inc

Industrials
484
New
$418.89 - $472.12 $203K - $229K
484 $203M
Activity Summary
Buys All Purchases 95 New Holdings 95 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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