Portfolio (Quarterly)
Guide ↗
KEYVANTAGE WEALTH, LLC
· CIK 0002050555| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC CL A | Technology | 2,361 | $420K | 0.18% | SOLD |
| 2 | ORCL | ORACLE CORP COM | Technology | 1,690 | $329K | 0.14% | SOLD |
| 3 | QCOM | QUALCOMM INC COM | Technology | 1,511 | $258K | 0.11% | SOLD |
| 4 | OMC | OMNICOM GROUP INC COM | Communication Services | 2,894 | $234K | 0.10% | SOLD |
| 5 | EFG | ISHARES MSCI EAFE GROWTH ETF | — | 2,023 | $230K | 0.10% | SOLD |
| 6 | V | VISA INC COM CL A | Financial Services | 638 | $224K | 0.10% | SOLD |
| 7 | NFLX | NETFLIX INC. COM | Communication Services | 2,380 | $223K | 0.10% | SOLD |
| 8 | IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | — | 4,540 | $221K | 0.09% | SOLD |
| 9 | JUST | GOLDMAN SACHS JUST U.S. LARGE CAP EQUITY ETF | — | 2,269 | $219K | 0.09% | SOLD |
| 10 | ESGV | VANGUARD ESG U.S. STOCK ETF | — | 1,766 | $214K | 0.09% | SOLD |
| 11 | APP | APPLOVIN CORP COM CL A | Technology | 303 | $204K | 0.09% | SOLD |
| 12 | INSM | INSMED INC COM PAR $.01 | Healthcare | 1,163 | $202K | 0.09% | SOLD |
Sector Allocation
Technology
47.1%
Healthcare
10.9%
Consumer Cyclical
8.5%
Financial Services
8.2%
Communication Services
8.0%
Industrials
6.0%
Consumer Defensive
4.7%
Utilities
4.0%
Energy
2.7%