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CIK: 0002050555
Total reported value
$264.4M
$264.4M
95 檔
18.7%
As reported in its official Q4 2024 Form 13F filing, Keyvantage Wealth, LLC's tracked investment portfolio stood at $264.4M with 95 total positions.
During Q4 2024, Keyvantage Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 10.33% | +0.02% | — | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.05% | -0.08% | — | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 7.78% | -0.20% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.85% | -0.13% | — | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.42% | -0.45% | — | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.06% | -0.64% | EXIT | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.01% | -0.63% | EXIT | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.86% | +1.34% | — | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.53% | -0.29% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.29% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | -0.02% | — | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.09% | -1.27% | — | |
| 13 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.06% | -0.31% | EXIT | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | -0.06% | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.88% | -0.02% | — | |
| 16 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 1.88% | -0.23% | EXIT | |
| 17 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.77% | -0.04% | — | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.72% | +0.02% | — | |
| 19 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.45% | -0.03% | — | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.34% | +0.06% | — | |
| 21 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.28% | +0.02% | — | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 1.19% | -0.20% | — | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.18% | -0.20% | — | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.13% | -0.02% | — | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.98% | +1.83% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.01% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.11% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.05% | — | |
| 29 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.71% | -0.52% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.02% | — | |
| 31 | FTS | Fortis Inc | Stock-Utilities | 0.68% | -0.06% | — | |
| 32 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.66% | +0.11% | — | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.94% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.04% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.08% | — | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.51% | -0.11% | — | |
| 37 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.49% | — | — | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.46% | -0.07% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.15% | — | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.43% | -0.10% | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.06% | — | |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.40% | -0.01% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.45% | EXIT | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.39% | -0.12% | EXIT | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.04% | — | |
| 46 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 0.39% | -0.09% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.09% | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.05% | — | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.37% | -0.03% | — | |
| 50 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.36% | +0.01% | — |
According to official SEC Form 13F filings, Keyvantage Wealth, LLC reported a total U.S. public equity portfolio value of $264.4M across 95 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, SCHG, SCHF) accounted for 18.7% of total reported equity market value during Q4 2024.
During Q4 2024, Keyvantage Wealth, LLC's top holdings by market value included SCHX (10.3%)、SCHG (8.1%)、SCHF (7.8%). The largest single position, SCHX, represented 10.3% of total portfolio value.
In Q4 2024, Keyvantage Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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