Viawealth, LLC Portfolio Holdings

Viawealth, LLC

  • $172 Billion
  • Q3 2024

Viawealth, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.57B, Microsoft Corp with a value of $6.68B, Proshares S&P 500 Dividend Ari with a value of $6.34B, Graco Inc with a value of $4.82B, and Vanguard Intermediate Term Cor with a value of $4.38B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $161B to 172B.

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 $172 Billion
ETFs: $54.4 Billion
Technology: $31.3 Billion
Industrials: $15.6 Billion
Healthcare: $14.7 Billion
Financial Services: $14.2 Billion
Consumer Cyclical: $11.4 Billion
Energy: $8.31 Billion
Consumer Defensive: $6.84 Billion
Other: $11.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.34 Billion 3.69% of portfolio
59,350
Q3 2024 Added 3.1%
$0
$4.38 Billion 2.55% of portfolio
52,319
Q3 2024 Added 11.41%
$0
$4.36 Billion 2.54% of portfolio
24,342
Q3 2024 Added 18.17%
$0
$3.89 Billion 2.27% of portfolio
61,347
Q3 2024 Added 9.18%
$0
$2.8 Billion 1.63% of portfolio
23,980
Q3 2024 Reduced 1.58%
$0
$2.76 Billion 1.61% of portfolio
24,448
Q3 2024 Added 1.01%
$0
$2.55 Billion 1.48% of portfolio
74,773
Q3 2024 Reduced 4.26%
$0
$2.42 Billion 1.41% of portfolio
40,977
Q3 2024 Reduced 14.49%
$0
$2.32 Billion 1.35% of portfolio
27,457
Q3 2024 Added 3.9%
$0
$1.88 Billion 1.09% of portfolio
35,432
Q3 2024 Added 1.63%
$0
$1.74 Billion 1.01% of portfolio
6,580
Q3 2024 Reduced 0.62%
$0
$1.56 Billion 0.91% of portfolio
7,869
Q3 2024 Added 1.38%
$0
$1.49 Billion 0.87% of portfolio
15,597
Q3 2024 Added 47.75%
$0
$1.4 Billion 0.81% of portfolio
15,286
Q3 2024 Added 3.81%
$0
$1.24 Billion 0.72% of portfolio
3,235
Q3 2024 Reduced 3.89%
$0
$1.04 Billion 0.61% of portfolio
10,676
Q3 2024 Added 2.47%
$0
$1.02 Billion 0.59% of portfolio
5,669
Q3 2024 Reduced 2.22%
$0
$961 Million 0.56% of portfolio
18,204
Q3 2024 Reduced 20.89%
$0
$944 Million 0.55% of portfolio
7,879
Q3 2024 Added 0.17%
$0
$847 Million 0.49% of portfolio
11,802
Q3 2024 Added 0.06%
$0
$795 Million 0.46% of portfolio
9,017
Q4 2022 New
$0
$786 Million 0.46% of portfolio
1,380
Q3 2024 Reduced 3.63%
$0
$640 Million 0.37% of portfolio
2,262
Q3 2024 Added 0.89%
$0
$597 Million 0.35% of portfolio
5,086
Q4 2022 New
$0
$579 Million 0.34% of portfolio
6,207
Q3 2024 Added 3.07%
$0
$568 Million 0.33% of portfolio
17,107
Q3 2024 Reduced 5.78%
$0
$542 Million 0.32% of portfolio
5,010
Q3 2024 Added 0.2%
$0
$372 Million 0.22% of portfolio
1,647
Q3 2024 Added 78.25%
$0
$308 Million 0.18% of portfolio
3,409
Q2 2023 New
$0
$277 Million 0.16% of portfolio
4,888
Q3 2024 Reduced 14.71%
$0
$281 Million 0.16% of portfolio
489
Q1 2023 New
$0
$277 Million 0.16% of portfolio
5,653
Q3 2024 Reduced 50.89%
$0
$280 Million 0.16% of portfolio
3,520
Q3 2024 Added 3.68%
$0
$263 Million 0.15% of portfolio
926
Q4 2022 New
$0
$265 Million 0.15% of portfolio
5,576
Q3 2024 Reduced 35.52%
$0
$202 Million 0.12% of portfolio
3,993
Q3 2024 New
$0
$206 Million 0.12% of portfolio
1,451
Q3 2024 New
$0
$212 Million 0.12% of portfolio
5,440
Q3 2024 Reduced 20.61%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $172 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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