Viawealth, LLC Reduced Holdings in Q1 2025

Viawealth, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SON
Sonoco Products CO

Consumer Cyclical
-355
- 4.89%
$44.71 - $49.22 $15.9K - $17.5K
6.9K $326M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-105
- 2.13%
$45.72 - $51.73 $4.8K - $5.43K
4.83K $222M
MCD
Mcdonalds Corp

Consumer Cyclical
-258
- 10.09%
$279.74 - $321.29 $72.2K - $82.9K
2.3K $718M
XOM
Exxon Mobil Corp

Energy
-510
- 13.27%
$105.44 - $118.93 $53.8K - $60.7K
3.33K $396M
NFLX
Netflix Inc

Communication Services
-70
- 5.76%
$828.4 - $1058.6 $58K - $74.1K
1.15K $1.07B
PG
Procter & Gamble CO

Consumer Defensive
-184
- 2.46%
$158.56 - $176.26 $29.2K - $32.4K
7.3K $1.24B
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 5.08%
$890.62 - $1076.86 $19.6K - $23.7K
411 $389M
VEA
Vanguard Ftse Developed Market

ETFs
-750
- 6.73%
$47.4 - $52.99 $35.6K - $39.7K
10.4K $528M
SCCO
Southern Copper Corp

Basic Materials
-39
- 0.94%
$85.92 - $101.48 $3.35K - $3.96K
4.1K $384M
ADP
Automatic Data Processing Inc

Industrials
-38
- 2.34%
$286.85 - $318.64 $10.9K - $12.1K
1.58K $484M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-523
- 4.43%
$68.32 - $75.06 $35.7K - $39.3K
11.3K $843M
V
Visa Inc.

Financial Services
-27
- 3.54%
$306.92 - $362.71 $8.29K - $9.79K
736 $258M
CSCO
Cisco Systems, Inc.

Technology
-300
- 2.09%
$58.74 - $64.87 $17.6K - $19.5K
14.1K $868M
VZ
Verizon Communications Inc

Communication Services
-127
- 2.5%
$37.81 - $46.49 $4.8K - $5.9K
4.94K $224M
ENB
Enbridge Inc

Energy
-161
- 0.98%
$41.54 - $45.45 $6.69K - $7.32K
16.3K $721M
VTR
Ventas, Inc.

Real Estate
-792
- 9.07%
$56.9 - $70.47 $45.1K - $55.8K
7.94K $546M
CB
Chubb LTD

Financial Services
-212
- 5.66%
$257.71 - $301.99 $54.6K - $64K
3.54K $1.07B
WMB
Williams Companies, Inc.

Energy
-924
- 5.27%
$54.02 - $61.09 $49.9K - $56.4K
16.6K $992M
AMT
American Tower Corp

Real Estate
-101
- 3.73%
$173.46 - $217.6 $17.5K - $22K
2.61K $568M
DE
Deere & CO

Industrials
-48
- 2.18%
$408.57 - $509.27 $19.6K - $24.4K
2.15K $1.01B
UBER
Uber Technologies, Inc

Technology
-205
- 2.46%
$63.17 - $81.49 $12.9K - $16.7K
8.12K $592M
VLO
Valero Energy Corp

Energy
-99
- 0.81%
$121.76 - $142.99 $12.1K - $14.2K
12.2K $1.61B
CVX
Chevron Corp

Energy
-64
- 1.05%
$146.71 - $167.97 $9.39K - $10.8K
6.04K $1.01B
PGR
Progressive Corp

Financial Services
-57
- 1.33%
$235.61 - $291.22 $13.4K - $16.6K
4.24K $1.2B
PM
Philip Morris International Inc.

Consumer Defensive
-714
- 9.44%
$117.15 - $158.79 $83.6K - $113K
6.85K $1.09B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-181
- 4.12%
$442.66 - $534.52 $80.1K - $96.7K
4.21K $2.24B
AMGN
Amgen Inc

Healthcare
-27
- 0.36%
$258.59 - $327.36 $6.98K - $8.84K
7.57K $2.36B
ABBV
Abb Vie Inc.

Healthcare
-304
- 2.06%
$169.2 - $216.66 $51.4K - $65.9K
14.4K $3.03B
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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