Viawealth, LLC Sells in Q4 2024

Viawealth, LLC

  • $166 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-136
- 1.84%
$485.52 - $625.25 $66K - $85K
7.24K $3.66B
VEA
Vanguard Ftse Developed Market

ETFs
-7.07K
- 38.83%
$47.57 - $52.44 $336K - $371K
11.1K $533M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.25K
- 13.56%
$113.92 - $127.38 $370K - $414K
20.7K $2.39B
KSS
Kohls Corp

Consumer Cyclical
-12.7K
- 50.14%
$13.86 - $20.95 $176K - $266K
12.6K $177M
VGSH
Vanguard

ETFs
-5.25K
- 12.82%
$58.02 - $58.88 $305K - $309K
35.7K $2.08B
ABBV
Abb Vie Inc.

Healthcare
-48
- 0.32%
$164.99 - $203.87 $7.92K - $9.79K
14.8K $2.62B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-541
- 7.99%
$128.36 - $186.0 $69.4K - $101K
6.23K $802M
Gsk PLC
-4.36K
- 23.12%
N/A
14.5K $490M
MSFT
Microsoft Corp

Technology
-340
- 2.19%
$406.35 - $454.46 $138K - $155K
15.2K $6.4B
QCOM
Qualcomm Inc

Technology
-548
- 5.38%
$150.4 - $178.04 $82.4K - $97.6K
9.63K $1.48B
AMAT
Applied Materials Inc

Technology
-243
- 5.68%
$161.44 - $213.89 $39.2K - $52K
4.03K $656M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-376
- 7.88%
$442.29 - $483.08 $166K - $182K
4.4K $1.99B
HD
Home Depot, Inc.

Consumer Cyclical
-310
- 7.13%
$385.02 - $431.37 $119K - $134K
4.04K $1.57B
SO
Southern CO

Utilities
-1.16K
- 10.21%
$81.5 - $94.15 $94.2K - $109K
10.2K $837M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-1.28K
- 16.3%
$115.64 - $129.74 $148K - $167K
6.6K $767M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-924
- 16.3%
$176.42 - $186.91 $163K - $173K
4.75K $845M
XOM
Exxon Mobil Corp

Energy
-1.14K
- 22.8%
$105.51 - $125.37 $120K - $142K
3.84K $413M
SLB
Schlumberger Limited

Energy
-1.85K
- 8.17%
$36.83 - $45.59 $68K - $84.2K
20.8K $796M
WMB
Williams Companies, Inc.

Energy
-6.49K
- 27.04%
$46.37 - $59.74 $301K - $388K
17.5K $948M
CB
Chubb LTD

Financial Services
-351
- 8.56%
$271.57 - $301.89 $95.3K - $106K
3.75K $1.04B
MMM
3 M CO

Industrials
-867
- 19.34%
$124.74 - $137.12 $108K - $119K
3.62K $467M
KO
Coca Cola CO

Consumer Defensive
-755
- 7.39%
$61.74 - $71.71 $46.6K - $54.1K
9.46K $589M
UBER
Uber Technologies, Inc

Technology
-150
- 1.77%
$59.93 - $86.34 $8.99K - $13K
8.33K $502M
PG
Procter & Gamble CO

Consumer Defensive
-537
- 6.7%
$161.05 - $179.7 $86.5K - $96.5K
7.48K $1.25B
IEO
Ishares Tr

ETFs
-1.16K
- 7.6%
$85.22 - $101.77 $99K - $118K
14.1K $1.27B
MCD
Mcdonalds Corp

Consumer Cyclical
-298
- 10.44%
$288.47 - $316.54 $86K - $94.3K
2.56K $741M
SCCO
Southern Copper Corp

Basic Materials
-216
- 4.96%
$91.13 - $117.95 $19.7K - $25.5K
4.14K $378M
VUG
Vanguard Growth ETF

ETFs
-515
- 15.92%
$378.79 - $428.11 $195K - $220K
2.72K $1.12B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.87K
- 3.84%
$33.62 - $35.69 $96.5K - $102K
71.9K $2.43B
MKC
Mccormick & CO Inc

Consumer Defensive
-968
- 13.34%
$73.97 - $84.09 $71.6K - $81.4K
6.29K $479M
PNW
Pinnacle West Capital Corp

Utilities
-873
- 7.72%
$84.03 - $94.52 $73.4K - $82.5K
10.4K $885M
MXI
Ishares Global Materials ETF

ETFs
-209
- 3.37%
$77.6 - $93.04 $16.2K - $19.4K
6K $466M
AVY
Avery Dennison Corp

Industrials
-115
- 4.59%
$186.26 - $220.48 $21.4K - $25.4K
2.39K $448M
LKQ
Lkq Corp

Consumer Cyclical
-1.01K
- 4.97%
$36.0 - $39.99 $36.2K - $40.2K
19.2K $706M
UHALB
Amerco Com Ser N
-547
- 7.1%
N/A
7.16K $459M
PM
Philip Morris International Inc.

Consumer Defensive
-701
- 8.48%
$118.38 - $133.06 $83K - $93.3K
7.56K $910M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-691
- 13.79%
$105.45 - $117.99 $72.9K - $81.5K
4.32K $458M
UPS
United Parcel Service Inc

Industrials
-346
- 9.82%
$122.65 - $138.35 $42.4K - $47.9K
3.18K $400M
CSX
Csx Corp

Industrials
-1.21K
- 7.72%
$31.58 - $36.88 $38.3K - $44.8K
14.5K $468M
VZ
Verizon Communications Inc

Communication Services
-1.09K
- 17.73%
$39.6 - $45.21 $43.3K - $49.4K
5.07K $203M
SON
Sonoco Products CO

Consumer Cyclical
-571
- 7.3%
$48.6 - $54.89 $27.8K - $31.3K
7.26K $354M
Ge Healthcare Technologies I
-74
- 1.74%
N/A
4.18K $327M
CVX
Chevron Corp

Energy
-362
- 5.6%
$141.15 - $162.53 $51.1K - $58.8K
6.1K $884M
LLY
Eli Lilly & CO

Healthcare
-8
- 1.5%
$727.2 - $932.06 $5.82K - $7.46K
526 $406M
NVS
Novartis Ag

Healthcare
-74
- 2.31%
$96.78 - $117.18 $7.16K - $8.67K
3.13K $304M
WM
Waste Management Inc

Industrials
-175
- 7.17%
$201.79 - $228.46 $35.3K - $40K
2.27K $457M
CW
Curtiss Wright Corp

Industrials
-374
- 11.51%
$335.08 - $389.49 $125K - $146K
2.87K $1.02B
ENB
Enbridge Inc

Energy
-1.9K
- 10.34%
$40.4 - $43.92 $76.6K - $83.3K
16.4K $697M
VTR
Ventas, Inc.

Real Estate
-15
- 0.17%
$57.73 - $66.48 $866 - $997
8.73K $514M
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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