Viawealth, LLC Incresed Positions in Q2 2025

Viawealth, LLC

  • $169 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
6
+ 0.04%
$354.56 - $497.45 $2.13K - $2.98K
15.3K $7.63B
GLD
Spdr Gold Trust

ETFs
1.94K
+ 91.79%
$273.71 - $316.29 $530K - $612K
4.04K $1.23B
MINO
Pimco ETF Tr Municipal Income

ETFs
13.9K
+ 68.37%
$43.42 - $45.15 $604K - $628K
34.2K $1.51B
ORCL
Oracle Corp

Technology
359
+ 6.87%
$122.82 - $218.63 $44.1K - $78.5K
5.58K $1.22B
NFLX
Netflix Inc

Communication Services
7
+ 0.61%
$855.86 - $1339.13 $5.99K - $9.37K
1.15K $1.54B
Arista Networks Inc
1.37K
+ 10.9%
N/A
13.9K $1.42B
DELL
Dell Technologies Inc.

Technology
437
+ 3.49%
$71.63 - $125.98 $31.3K - $55.1K
13K $1.59B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.14K
+ 4.72%
$61.92 - $81.5 $70.3K - $92.5K
25.2K $2.05B
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.4K
+ 96.53%
$26.18 - $26.93 $403K - $414K
31.3K $835M
TSLA
Tesla, Inc.

Consumer Cyclical
488
+ 14.2%
$221.86 - $362.89 $108K - $177K
3.92K $1.25B
META
Meta Platforms, Inc.

Communication Services
176
+ 15.0%
$484.66 - $738.09 $85.3K - $130K
1.35K $995M
BAC
Bank Of America Corp

Financial Services
186
+ 0.34%
$34.39 - $47.46 $6.4K - $8.83K
55.5K $2.63B
JPM
Jpmorgan Chase & CO

Financial Services
108
+ 2.17%
$210.28 - $289.91 $22.7K - $31.3K
5.09K $1.48B
SNOW
Snowflake Inc.

Technology
135
+ 4.86%
$130.53 - $223.77 $17.6K - $30.2K
2.92K $652M
PANW
Palo Alto Networks Inc

Technology
220
+ 4.14%
$152.44 - $204.64 $33.5K - $45K
5.54K $1.13B
TTD
Trade Desk, Inc.

Technology
2.03K
+ 47.83%
$45.27 - $79.4 $91.7K - $161K
6.26K $451M
VUG
Vanguard Growth ETF

ETFs
29
+ 1.09%
$329.49 - $438.4 $9.56K - $12.7K
2.69K $1.18B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.43K
+ 7.96%
$50.34 - $51.86 $173K - $178K
46.5K $2.39B
FCN
Fti Consulting, Inc

Industrials
915
+ 62.29%
$152.87 - $168.51 $140K - $154K
2.38K $385M
SQ
Block, Inc.

Technology
475
+ 7.77%
N/A
6.59K $448M
CRM
Salesforce, Inc.

Technology
333
+ 6.75%
$236.26 - $291.15 $78.7K - $97K
5.26K $1.44B
BA
Boeing CO

Industrials
100
+ 4.68%
$136.59 - $217.51 $13.7K - $21.8K
2.24K $469M
VCIT
Vanguard Intermediate Term Cor

ETFs
245
+ 0.35%
$79.56 - $82.92 $19.5K - $20.3K
70.1K $5.81B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25
+ 0.12%
$90.56 - $109.49 $2.26K - $2.74K
20.8K $2.27B
BX
Blackstone Inc.

Financial Services
325
+ 6.95%
$120.07 - $151.11 $39K - $49.1K
5K $748M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.19%
$462.22 - $707.75 $462 - $708
529 $374M
IWM
Ishares Russell 2000 ETF

ETFs
100
+ 2.53%
$174.82 - $215.79 $17.5K - $21.6K
4.05K $873M
COF
Capital One Financial Corp

Financial Services
55
+ 2.55%
$150.57 - $212.76 $8.28K - $11.7K
2.21K $470M
VLO
Valero Energy Corp

Energy
378
+ 3.1%
$104.69 - $141.77 $39.6K - $53.6K
12.6K $1.69B
Ge Healthcare Technologies I
1.28K
+ 40.59%
N/A
4.42K $328M
SCCO
Southern Copper Corp

Basic Materials
347
+ 8.46%
$75.63 - $104.64 $26.2K - $36.3K
4.45K $450M
NVO
Novo Nordisk A S

Healthcare
925
+ 9.22%
$58.08 - $81.05 $53.7K - $75K
11K $756M
MXI
Ishares Global Materials ETF

ETFs
317
+ 7.5%
$71.63 - $86.87 $22.7K - $27.5K
4.54K $388M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.18%
$496.48 - $617.85 $496 - $618
562 $347M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.23K
+ 8.09%
$17.99 - $18.99 $22.1K - $23.4K
16.4K $312M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.24%
$908.13 - $1056.85 $908 - $1.06K
412 $407M
MMM
3 M CO

Industrials
8
+ 0.27%
$126.09 - $154.15 $1.01K - $1.23K
2.92K $445M
MDT
Medtronic PLC

Healthcare
780
+ 4.1%
$80.68 - $88.86 $62.9K - $69.3K
19.8K $1.73B
BDX
Becton Dickinson & CO

Healthcare
436
+ 41.44%
$165.15 - $226.42 $72K - $98.7K
1.49K $256M
V
Visa Inc.

Financial Services
29
+ 3.94%
$308.27 - $373.31 $8.94K - $10.8K
765 $272M
KSS
Kohls Corp

Consumer Cyclical
873
+ 7.2%
$6.13 - $9.4 $5.35K - $8.21K
13K $110M
ET
Energy Transfer LP

Energy
244
+ 1.81%
$15.65 - $18.93 $3.82K - $4.62K
13.7K $248M
FANG
Diamondback Energy, Inc.

Energy
83
+ 4.97%
$119.25 - $161.49 $9.9K - $13.4K
1.75K $241M
XOM
Exxon Mobil Corp

Energy
39
+ 1.17%
$99.93 - $119.04 $3.9K - $4.64K
3.37K $364M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
457
+ 0.78%
$90.85 - $102.31 $41.5K - $46.8K
59K $5.94B
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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