Viawealth, LLC Portfolio Holdings

Viawealth, LLC

  • $162 Billion
  • Q1 2025

Viawealth, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.5B, Proshares S&P 500 Dividend Ari with a value of $5.98B, Microsoft Corp with a value of $5.76B, Vanguard Intermediate Term Cor with a value of $5.71B, and First Tr Long/Short Equity ETF with a value of $5.05B.

Examining the 13F form we can see an decrease of $3.64B in the current position value, from $166B to 162B.

Viawealth, LLC is based out at Overland Park, KS

Below you can find more details about Viawealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
ETFs: $55.8 Billion
Technology: $27.7 Billion
Healthcare: $14.8 Billion
Financial Services: $13.9 Billion
Industrials: $13.6 Billion
Consumer Cyclical: $9.13 Billion
Energy: $7.76 Billion
Consumer Defensive: $6.48 Billion
Other: $9.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$328B
$6.5 Billion 4.01% of portfolio
59,956
Q1 2025 Added 0.41%
$0
$5.98 Billion 3.69% of portfolio
58,568
Q1 2025 Reduced 6.61%
$3.37T
$5.76 Billion 3.55% of portfolio
15,336
Q1 2025 Added 1.03%
$0
$5.71 Billion 3.52% of portfolio
69,823
Q1 2025 Added 13.85%
$0
$5.05 Billion 3.12% of portfolio
78,818
Q1 2025 Added 13.07%
$14.3B
$4.45 Billion 2.75% of portfolio
53,308
Q1 2025 Reduced 3.22%
$0
$4.23 Billion 2.61% of portfolio
24,408
Q1 2025 Reduced 6.04%
$283B
$4.19 Billion 2.59% of portfolio
7,999
Q1 2025 Added 10.45%
$3.25T
$3.93 Billion 2.43% of portfolio
17,711
Q1 2025 Reduced 1.93%
$0
$3.08 Billion 1.9% of portfolio
110,211
Q1 2025 Added 20.44%
$321B
$3.03 Billion 1.87% of portfolio
14,447
Q1 2025 Reduced 2.06%
$2.05T
$2.94 Billion 1.81% of portfolio
15,427
Q1 2025 Reduced 8.73%
$1.01T
$2.78 Billion 1.72% of portfolio
17,978
Q1 2025 Reduced 0.16%
$0
$2.4 Billion 1.48% of portfolio
22,123
Q1 2025 Reduced 9.51%
$0
$2.37 Billion 1.47% of portfolio
71,636
Q1 2025 Reduced 0.37%
$145B
$2.36 Billion 1.46% of portfolio
7,567
Q1 2025 Reduced 0.36%
$660B
$2.24 Billion 1.39% of portfolio
4,214
Q1 2025 Reduced 4.12%
$0
$2.22 Billion 1.37% of portfolio
43,069
Q1 2025 Added 0.56%
$0
$2.17 Billion 1.34% of portfolio
20,752
Q1 2025 Added 0.11%
$0
$1.85 Billion 1.14% of portfolio
19,705
Q1 2025 Added 4.28%
$63.7B
$1.77 Billion 1.09% of portfolio
41,900
Q1 2025 Reduced 1.0%
$112B
$1.71 Billion 1.05% of portfolio
19,010
Q1 2025 Added 0.53%
$0
$1.65 Billion 1.02% of portfolio
6,377
Q1 2025 Reduced 1.95%
$0
$1.64 Billion 1.01% of portfolio
27,859
Q1 2025 Reduced 22.02%
$0
$1.64 Billion 1.01% of portfolio
24,035
Q1 2025 New
$49.3B
$1.61 Billion 0.99% of portfolio
12,194
Q1 2025 Reduced 0.81%
$149B
$1.44 Billion 0.89% of portfolio
6,781
Q1 2025 Reduced 7.48%
$380B
$1.44 Billion 0.89% of portfolio
3,941
Q1 2025 Reduced 2.33%
$170B
$1.43 Billion 0.88% of portfolio
9,302
Q1 2025 Reduced 3.45%
$111B
$1.4 Billion 0.86% of portfolio
13,296
Q1 2025 Added 2.4%
$282B
$1.32 Billion 0.82% of portfolio
4,930
Q1 2025 Reduced 3.54%
$0
$1.27 Billion 0.78% of portfolio
6,533
Q1 2025 Reduced 15.71%
$392B
$1.24 Billion 0.77% of portfolio
7,297
Q1 2025 Reduced 2.46%
$0
$1.24 Billion 0.76% of portfolio
13,079
Q1 2025 Reduced 7.4%
$766B
$1.22 Billion 0.75% of portfolio
4,982
Q1 2025 Added 0.1%
$262B
$1.19 Billion 0.74% of portfolio
13,571
Q1 2025 Reduced 9.08%
$164B
$1.2 Billion 0.74% of portfolio
4,239
Q1 2025 Reduced 1.33%
$29B
$1.14 Billion 0.7% of portfolio
12,513
Q1 2025 Added 6.38%
$271B
$1.09 Billion 0.67% of portfolio
6,849
Q1 2025 Reduced 9.44%
$532B
$1.07 Billion 0.66% of portfolio
1,145
Q1 2025 Reduced 5.76%
$121B
$1.07 Billion 0.66% of portfolio
3,536
Q1 2025 Reduced 5.66%
$16.8B
$1.04 Billion 0.64% of portfolio
12,152
Q1 2025 Reduced 26.17%
$155B
$1.01 Billion 0.62% of portfolio
2,149
Q1 2025 Reduced 2.18%
$265B
$1.01 Billion 0.62% of portfolio
6,037
Q1 2025 Reduced 1.05%
$0
$987 Million 0.61% of portfolio
2,663
Q1 2025 Reduced 2.1%
$70.6B
$992 Million 0.61% of portfolio
16,596
Q1 2025 Reduced 5.27%
$10.3B
$994 Million 0.61% of portfolio
10,438
Q4 2024 Reduced 7.72%
Arista Networks Inc
-
$970 Million 0.6% of portfolio
-
Q1 2025 Added 4.29%
$0
$930 Million 0.57% of portfolio
10,275
Q1 2025 Reduced 5.2%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $162 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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