Viawealth, LLC Sells in Q2 2025

Viawealth, LLC

  • $169 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-582
- 7.28%
$274.35 - $599.47 $160K - $349K
7.42K $2.31B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-27.3K
- 24.77%
$24.32 - $27.87 $664K - $761K
82.9K $2.2B
AAPL
Apple Inc.

Technology
-1.33K
- 7.53%
$172.42 - $223.89 $230K - $298K
16.4K $3.36B
IEO
Ishares Tr

ETFs
-4.94K
- 37.79%
$74.87 - $95.92 $370K - $474K
8.14K $721M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.9K
- 15.99%
$152.93 - $181.74 $597K - $709K
20.5K $3.73B
ABBV
Abb Vie Inc.

Healthcare
-643
- 4.45%
$170.16 - $206.27 $109K - $133K
13.8K $2.56B
FTLS
First Tr Long/Short Equity ETF

ETFs
-8.42K
- 10.69%
$60.06 - $66.28 $506K - $558K
70.4K $4.67B
AMGN
Amgen Inc

Healthcare
-429
- 5.67%
$262.28 - $309.85 $113K - $133K
7.14K $1.99B
LKQ
Lkq Corp

Consumer Cyclical
-6.2K
- 32.24%
$36.86 - $43.38 $228K - $269K
13K $482M
VGSH
Vanguard

ETFs
-5.71K
- 20.5%
$58.32 - $58.95 $333K - $337K
22.1K $1.3B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.15K
- 14.22%
$105.23 - $109.61 $331K - $345K
19K $2.08B
JNJ
Johnson & Johnson

Healthcare
-1.66K
- 36.58%
$146.36 - $159.82 $243K - $266K
2.88K $440M
COP
Conocophillips

Energy
-1.04K
- 7.83%
$82.66 - $106.1 $86K - $110K
12.3K $1.1B
SLB
Schlumberger Limited

Energy
-3.12K
- 14.53%
$31.95 - $42.2 $99.5K - $131K
18.3K $620M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-107
- 2.54%
$483.48 - $539.8 $51.7K - $57.8K
4.11K $2B
PNW
Pinnacle West Capital Corp

Utilities
-1.52K
- 14.51%
$88.3 - $95.43 $134K - $145K
8.92K $798M
CVX
Chevron Corp

Energy
-308
- 5.1%
$133.73 - $168.51 $41.2K - $51.9K
5.73K $820M
PM
Philip Morris International Inc.

Consumer Defensive
-1.84K
- 26.87%
$149.23 - $184.95 $275K - $340K
5.01K $912M
ETR
Entergy Corp

Utilities
-1.75K
- 14.41%
$79.01 - $86.61 $138K - $152K
10.4K $865M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.75K
- 27.88%
$71.11 - $82.25 $125K - $144K
4.53K $344M
MRK
Merck & Co., Inc.

Healthcare
-1.27K
- 23.11%
$73.47 - $87.12 $93.5K - $111K
4.23K $335M
CHD
Church & Dwight CO Inc

Consumer Defensive
-466
- 5.9%
$91.57 - $110.76 $42.7K - $51.6K
7.43K $714M
AMT
American Tower Corp

Real Estate
-688
- 26.38%
$203.96 - $228.19 $140K - $157K
1.92K $424M
HRL
Hormel Foods Corp

Consumer Defensive
-3.92K
- 24.05%
$29.11 - $31.44 $114K - $123K
12.4K $374M
HI
Hillenbrand, Inc.

Industrials
-3.44K
- 24.37%
$18.62 - $24.76 $64.1K - $85.2K
10.7K $214M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.58K
- 8.0%
$89.58 - $95.01 $141K - $150K
18.1K $1.72B
PGR
Progressive Corp

Financial Services
-196
- 4.62%
$255.27 - $288.74 $50K - $56.6K
4.04K $1.08B
SON
Sonoco Products CO

Consumer Cyclical
-2.12K
- 30.78%
$40.6 - $47.93 $86.2K - $102K
4.78K $208M
ACN
Accenture PLC

Technology
-330
- 25.25%
$279.23 - $323.21 $92.1K - $107K
977 $292M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.23K
- 10.87%
$68.13 - $74.77 $83.6K - $91.7K
10.1K $732M
CB
Chubb LTD

Financial Services
-177
- 5.01%
$274.32 - $302.46 $48.6K - $53.5K
3.36K $973M
VNQ
Vanguard Specialized Funds Van

ETFs
-892
- 8.68%
$79.79 - $91.42 $71.2K - $81.5K
9.38K $836M
PG
Procter & Gamble CO

Consumer Defensive
-61
- 0.84%
$157.66 - $172.39 $9.62K - $10.5K
7.24K $1.15B
SO
Southern CO

Utilities
-969
- 11.09%
$84.91 - $92.56 $82.3K - $89.7K
7.77K $714M
Gsk PLC
-2.04K
- 21.14%
N/A
7.59K $291M
MCD
Mcdonalds Corp

Consumer Cyclical
-89
- 3.87%
$285.55 - $321.23 $25.4K - $28.6K
2.21K $646M
HD
Home Depot, Inc.

Consumer Cyclical
-192
- 4.87%
$335.24 - $380.78 $64.4K - $73.1K
3.75K $1.37B
CASY
Caseys General Stores Inc

Consumer Cyclical
-392
- 21.25%
$415.82 - $510.91 $163K - $200K
1.45K $741M
USB
Us Bancorp \De\

Financial Services
-4.09K
- 9.75%
$36.4 - $45.76 $149K - $187K
37.8K $1.71B
AMD
Advanced Micro Devices Inc

Technology
-1.1K
- 43.56%
$78.21 - $143.81 $86K - $158K
1.43K $202M
DIS
Walt Disney CO

Communication Services
-1.45K
- 29.88%
$81.72 - $124.01 $119K - $180K
3.41K $422M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-543
- 13.13%
$152.42 - $182.82 $82.8K - $99.3K
3.59K $657M
UHALB
Amerco Com Ser N
-308
- 4.83%
N/A
6.06K $330M
VTR
Ventas, Inc.

Real Estate
-24
- 0.3%
$62.45 - $70.08 $1.5K - $1.68K
7.92K $500M
KO
Coca Cola CO

Consumer Defensive
-477
- 5.04%
$68.37 - $73.9 $32.6K - $35.3K
8.98K $635M
VIG
Vanguard Dividend Appreciation

ETFs
-532
- 8.14%
N/A
6K $1.23B
LLY
Eli Lilly & CO

Healthcare
-10
- 1.75%
$713.71 - $898.95 $7.14K - $8.99K
560 $437M
WM
Waste Management Inc

Industrials
-104
- 4.59%
$216.47 - $242.1 $22.5K - $25.2K
2.16K $494M
AVY
Avery Dennison Corp

Industrials
-114
- 4.76%
$159.58 - $183.97 $18.2K - $21K
2.28K $400M
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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