Viawealth, LLC Incresed Positions in Q1 2025

Viawealth, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
8.5K
+ 13.85%
$79.17 - $82.04 $673K - $697K
69.8K $5.71B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.7K
+ 20.44%
$27.01 - $28.54 $505K - $534K
110K $3.08B
UNH
Unitedhealth Group Inc

Healthcare
757
+ 10.45%
$461.52 - $548.18 $349K - $415K
8K $4.19B
FTLS
First Tr Long/Short Equity ETF

ETFs
9.11K
+ 13.07%
$63.42 - $68.17 $578K - $621K
78.8K $5.05B
FIS
Fidelity National Information Services, Inc.

Technology
4.64K
+ 137.5%
$68.12 - $83.42 $316K - $387K
8.01K $598M
MDT
Medtronic PLC

Healthcare
100
+ 0.53%
$79.84 - $94.5 $7.98K - $9.45K
19K $1.71B
BA
Boeing CO

Industrials
725
+ 51.31%
$148.15 - $186.25 $107K - $135K
2.14K $365M
COP
Conocophillips

Energy
311
+ 2.4%
$88.6 - $105.85 $27.6K - $32.9K
13.3K $1.4B
SLB
Schlumberger Limited

Energy
680
+ 3.27%
$38.4 - $43.74 $26.1K - $29.7K
21.4K $896M
ORCL
Oracle Corp

Technology
1.43K
+ 37.59%
$139.81 - $186.47 $200K - $266K
5.22K $730M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
808
+ 4.28%
$93.32 - $95.35 $75.4K - $77K
19.7K $1.85B
LLY
Eli Lilly & CO

Healthcare
44
+ 8.37%
$725.72 - $929.72 $31.9K - $40.9K
570 $471M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.1%
$225.19 - $279.95 $1.13K - $1.4K
4.98K $1.22B
SPY
Spdr S&P 500 ETF Trust

ETFs
72
+ 14.72%
$551.42 - $612.93 $39.7K - $44.1K
561 $314M
META
Meta Platforms, Inc.

Communication Services
48
+ 4.27%
$576.36 - $736.67 $27.7K - $35.4K
1.17K $676M
FANG
Diamondback Energy, Inc.

Energy
107
+ 6.85%
$139.9 - $180.18 $15K - $19.3K
1.67K $267M
ASML
Asml Holding Nv

Technology
39
+ 5.84%
$662.63 - $776.99 $25.8K - $30.3K
707 $468M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
24
+ 0.67%
$77.7 - $78.94 $1.86K - $1.89K
3.59K $284M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
240
+ 0.56%
$51.26 - $52.53 $12.3K - $12.6K
43.1K $2.22B
Canadian Pacific Kansas City
217
+ 3.08%
N/A
7.26K $509M
HRL
Hormel Foods Corp

Consumer Defensive
11
+ 0.07%
$28.29 - $31.52 $311 - $347
16.3K $504M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 1.93%
$524.81 - $672.19 $5.25K - $6.72K
528 $288M
NVO
Novo Nordisk A S

Healthcare
1.76K
+ 21.21%
$69.3 - $90.95 $122K - $160K
10K $697M
AMD
Advanced Micro Devices Inc

Technology
210
+ 9.07%
$96.63 - $129.55 $20.3K - $27.2K
2.53K $259M
XLK
Technology Sector Spdr

ETFs
91
+ 5.59%
$206.38 - $242.18 $18.8K - $22K
1.72K $355M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
125
+ 2.89%
$94.32 - $110.46 $11.8K - $13.8K
4.44K $429M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.04%
$271.18 - $303.12 $271 - $303
2.3K $633M
ACN
Accenture PLC

Technology
33
+ 2.59%
$300.91 - $398.25 $9.93K - $13.1K
1.31K $408M
ETN
Eaton Corp PLC

Industrials
115
+ 5.77%
$271.83 - $371.23 $31.3K - $42.7K
2.11K $573M
SQ
Block, Inc.

Technology
900
+ 17.25%
$54.04 - $92.95 $48.6K - $83.7K
6.12K $332M
SOUN
Soundhound Ai, Inc.

Technology
3.1K
+ 22.14%
$8.12 - $20.62 $25.2K - $63.9K
17.1K $139M
DELL
Dell Technologies Inc.

Technology
751
+ 6.38%
$90.34 - $124.66 $67.8K - $93.6K
12.5K $1.14B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23
+ 0.11%
$102.49 - $119.96 $2.36K - $2.76K
20.8K $2.17B
TTD
Trade Desk, Inc.

Technology
50
+ 1.2%
$53.59 - $126.58 $2.68K - $6.33K
4.23K $232M
Arista Networks Inc
515
+ 4.29%
N/A
12.5K $970M
MSFT
Microsoft Corp

Technology
156
+ 1.03%
$375.39 - $447.2 $58.6K - $69.8K
15.3K $5.76B
NVDA
Nvidia Corp

Technology
244
+ 0.41%
$106.98 - $149.43 $26.1K - $36.5K
60K $6.5B
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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