KEYVANTAGE WEALTH, LLC
Top Portfolio Positions
44 positions ·
$37,446,641 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
22,703 | $3,959,403 | 10.57% | |
| AAPL |
Apple Inc.
Technology
|
12,806 | $3,250,034 | 8.68% | |
| IBM |
International Business Machines Corp
Technology
|
12,453 | $3,018,482 | 8.06% | |
| MSFT |
Microsoft Corp
Technology
|
7,497 | $2,775,164 | 7.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,702 | $2,228,905 | 5.95% | |
| LRCX |
Lam Research Corp
Technology
|
5,852 | $1,250,338 | 3.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,058 | $1,166,918 | 3.12% | |
| FTS |
Fortis Inc.
Utilities
|
20,854 | $1,163,444 | 3.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,877 | $1,140,458 | 3.05% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,379 | $1,070,402 | 2.86% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BWMN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $640,923 | 22,536 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $744,138 | 22,536 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $954,624 | 22,536 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $647,910 | 22,536 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $424,964 | 19,467 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $485,701 | 19,467 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||