Viawealth, LLC Portfolio Holdings

Viawealth, LLC

  • $162 Billion
  • Q1 2025

Viawealth, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.5B, Proshares S&P 500 Dividend Ari with a value of $5.98B, Microsoft Corp with a value of $5.76B, Vanguard Intermediate Term Cor with a value of $5.71B, and First Tr Long/Short Equity ETF with a value of $5.05B.

Examining the 13F form we can see an decrease of $3.64B in the current position value, from $166B to 162B.

Viawealth, LLC is based out at Overland Park, KS

Below you can find more details about Viawealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
ETFs: $55.8 Billion
Technology: $27.7 Billion
Healthcare: $14.8 Billion
Financial Services: $13.9 Billion
Industrials: $13.6 Billion
Consumer Cyclical: $9.13 Billion
Energy: $7.76 Billion
Consumer Defensive: $6.48 Billion
Other: $9.56 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$327B
$6.5 Billion 4.01% of portfolio
59,956
Q1 2025 Added 0.41%
$3.36T
$5.76 Billion 3.55% of portfolio
15,336
Q1 2025 Added 1.03%
$14.1B
$4.45 Billion 2.75% of portfolio
53,308
Q1 2025 Reduced 3.22%
$276B
$4.19 Billion 2.59% of portfolio
7,999
Q1 2025 Added 10.45%
$3.14T
$3.93 Billion 2.43% of portfolio
17,711
Q1 2025 Reduced 1.93%
$324B
$3.03 Billion 1.87% of portfolio
14,447
Q1 2025 Reduced 2.06%
$2.05T
$2.94 Billion 1.81% of portfolio
15,427
Q1 2025 Reduced 8.73%
$1.01T
$2.78 Billion 1.72% of portfolio
17,978
Q1 2025 Reduced 0.16%
$145B
$2.36 Billion 1.46% of portfolio
7,567
Q1 2025 Reduced 0.36%
$347B
$2.31 Billion 1.42% of portfolio
55,313
Q1 2025 Reduced 1.79%
$660B
$2.24 Billion 1.39% of portfolio
4,214
Q1 2025 Reduced 4.12%
$63.8B
$1.77 Billion 1.09% of portfolio
41,900
Q1 2025 Reduced 1.0%
$107B
$1.71 Billion 1.05% of portfolio
19,010
Q1 2025 Added 0.53%
$49.6B
$1.61 Billion 0.99% of portfolio
12,194
Q1 2025 Reduced 0.81%
$149B
$1.44 Billion 0.89% of portfolio
6,781
Q1 2025 Reduced 7.48%
$371B
$1.44 Billion 0.89% of portfolio
3,941
Q1 2025 Reduced 2.33%
$108B
$1.4 Billion 0.86% of portfolio
13,296
Q1 2025 Added 2.4%
$273B
$1.32 Billion 0.82% of portfolio
4,930
Q1 2025 Reduced 3.54%
$393B
$1.24 Billion 0.77% of portfolio
7,297
Q1 2025 Reduced 2.46%
$765B
$1.22 Billion 0.75% of portfolio
4,982
Q1 2025 Added 0.1%
$261B
$1.19 Billion 0.74% of portfolio
13,571
Q1 2025 Reduced 9.08%
$162B
$1.2 Billion 0.74% of portfolio
4,239
Q1 2025 Reduced 1.33%
$29.1B
$1.14 Billion 0.7% of portfolio
12,513
Q1 2025 Added 6.38%
$276B
$1.09 Billion 0.67% of portfolio
6,849
Q1 2025 Reduced 9.44%
$528B
$1.07 Billion 0.66% of portfolio
1,145
Q1 2025 Reduced 5.76%
$119B
$1.07 Billion 0.66% of portfolio
3,536
Q1 2025 Reduced 5.66%
$16.8B
$1.04 Billion 0.64% of portfolio
12,152
Q1 2025 Reduced 26.17%
$154B
$1.01 Billion 0.62% of portfolio
2,149
Q1 2025 Reduced 2.18%
$267B
$1.01 Billion 0.62% of portfolio
6,037
Q1 2025 Reduced 1.05%
$71.9B
$992 Million 0.61% of portfolio
16,596
Q1 2025 Reduced 5.27%
$10.3B
$994 Million 0.61% of portfolio
10,438
Q4 2024 Reduced 7.72%
$55.9B
$908 Million 0.56% of portfolio
5,320
Q1 2025 Reduced 6.52%
$47.7B
$896 Million 0.55% of portfolio
21,445
Q1 2025 Added 3.27%
$1.07T
$890 Million 0.55% of portfolio
3,436
Q1 2025 Reduced 2.47%
$259B
$868 Million 0.54% of portfolio
14,061
Q1 2025 Reduced 2.09%
$23.3B
$870 Million 0.54% of portfolio
7,899
Q4 2024 Reduced 4.12%
$16.5B
$840 Million 0.52% of portfolio
2,647
Q1 2025 Reduced 7.9%
$97.6B
$804 Million 0.5% of portfolio
8,740
Q1 2025 Reduced 14.0%
$10.9B
$818 Million 0.5% of portfolio
19,220
Q4 2024 Reduced 4.97%
$69.9B
$813 Million 0.5% of portfolio
7,414
Q1 2025 Reduced 6.04%
$16.6B
$801 Million 0.49% of portfolio
1,845
Q1 2025 Reduced 6.91%
$15.4B
$782 Million 0.48% of portfolio
3,281
Q3 2023 Reduced 34.99%
$400B
$754 Million 0.47% of portfolio
4,544
Q1 2025 New
$93.3B
$721 Million 0.45% of portfolio
16,275
Q1 2025 Reduced 0.98%
$421B
$730 Million 0.45% of portfolio
5,223
Q1 2025 Added 37.59%
$159B
$735 Million 0.45% of portfolio
9,383
Q4 2024 Reduced 6.62%
$231B
$718 Million 0.44% of portfolio
2,299
Q1 2025 Reduced 10.09%
$152B
$697 Million 0.43% of portfolio
10,031
Q1 2025 Added 21.21%
$310B
$677 Million 0.42% of portfolio
9,458
Q4 2024 Reduced 7.39%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $162 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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