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
$136B
$681 Million 0.42% of portfolio
7,133
Q1 2025 Reduced 11.93%
$1.62T
$676 Million 0.42% of portfolio
1,173
Q1 2025 Added 4.27%
$23B
$662 Million 0.41% of portfolio
30,470
Q4 2024 Reduced 4.35%
$113B
$654 Million 0.4% of portfolio
4,678
Q1 2025 Reduced 0.15%
$191B
$592 Million 0.37% of portfolio
8,120
Q1 2025 Reduced 2.46%
$48.7B
$598 Million 0.37% of portfolio
8,011
Q1 2025 Added 137.5%
$14.2B
$581 Million 0.36% of portfolio
5,557
Q1 2025 Reduced 10.77%
$168B
$585 Million 0.36% of portfolio
4,032
Q4 2024 Reduced 5.68%
$103B
$568 Million 0.35% of portfolio
2,608
Q1 2025 Reduced 3.73%
$143B
$573 Million 0.35% of portfolio
2,108
Q1 2025 Added 5.77%
$25.1B
$546 Million 0.34% of portfolio
7,940
Q1 2025 Reduced 9.07%
$25.1B
$546 Million 0.34% of portfolio
36,367
Q1 2025 Reduced 4.25%
$86.5B
$541 Million 0.33% of portfolio
8,286
Q1 2025 Reduced 1.52%
$18.1B
$517 Million 0.32% of portfolio
6,287
Q4 2024 Reduced 13.34%
$92.7B
$524 Million 0.32% of portfolio
2,265
Q4 2024 Reduced 7.17%
$165B
$507 Million 0.31% of portfolio
1,019
Q4 2024 Added 1.7%
$128B
$484 Million 0.3% of portfolio
1,583
Q1 2025 Reduced 2.34%
$212B
$494 Million 0.3% of portfolio
5,504
Q1 2025 Reduced 0.81%
$220B
$479 Million 0.3% of portfolio
4,856
Q1 2025 Reduced 14.34%
$748B
$471 Million 0.29% of portfolio
570
Q1 2025 Added 8.37%
$318B
$468 Million 0.29% of portfolio
707
Q1 2025 Added 5.84%
$70.1B
$427 Million 0.26% of portfolio
14,516
Q4 2024 Reduced 7.72%
$86.2B
$428 Million 0.26% of portfolio
2,912
Q1 2025 Reduced 19.45%
$14.9B
$426 Million 0.26% of portfolio
2,393
Q4 2024 Reduced 4.59%
$187B
$408 Million 0.25% of portfolio
1,307
Q1 2025 Added 2.59%
$71B
$406 Million 0.25% of portfolio
2,780
Q1 2025 Reduced 3.81%
$474B
$396 Million 0.24% of portfolio
3,333
Q1 2025 Reduced 13.27%
$77.2B
$384 Million 0.24% of portfolio
4,104
Q1 2025 Reduced 0.94%
$83.7B
$386 Million 0.24% of portfolio
2,153
Q1 2025 Added 26.57%
$113B
$384 Million 0.24% of portfolio
2,292
Q1 2025 New
$435B
$389 Million 0.24% of portfolio
411
Q1 2025 Reduced 5.08%
-
$377 Million 0.23% of portfolio
-
Q1 2025 Reduced 11.02%
$135B
$365 Million 0.23% of portfolio
2,138
Q1 2025 Added 51.31%
$264B
$349 Million 0.22% of portfolio
3,129
Q4 2024 Reduced 2.31%
$49.6B
$363 Million 0.22% of portfolio
1,734
Q1 2025 New
$30.3B
$332 Million 0.21% of portfolio
6,117
Q1 2025 Added 17.25%
$1.59B
$341 Million 0.21% of portfolio
14,113
Q4 2024 Reduced 3.8%
$4.56B
$326 Million 0.2% of portfolio
6,900
Q1 2025 Reduced 4.89%
$12.2B
$312 Million 0.19% of portfolio
9,180
Q4 2024 Reduced 10.34%
$238B
$288 Million 0.18% of portfolio
528
Q1 2025 Added 1.93%
$74.5B
$289 Million 0.18% of portfolio
2,626
Q1 2025 Reduced 17.32%
$25.3B
$267 Million 0.16% of portfolio
1,670
Q1 2025 Added 6.85%
$585B
$258 Million 0.16% of portfolio
736
Q1 2025 Reduced 3.54%
$223B
$259 Million 0.16% of portfolio
2,525
Q1 2025 Added 9.07%
$50.1B
$241 Million 0.15% of portfolio
1,052
Q4 2024 New
$54.5B
$250 Million 0.15% of portfolio
13,458
Q2 2024 Reduced 6.92%
$5.71B
$241 Million 0.15% of portfolio
1,469
Q1 2025 New
$62.8B
$221 Million 0.14% of portfolio
1,791
Q2 2024 Added 0.11%
$179B
$224 Million 0.14% of portfolio
4,944
Q1 2025 Reduced 2.5%

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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