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 Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GSIT Gsi Technology Inc Technology	$79.3M	$36.2 Million 0.02% of portfolio	17,850	Q1 2025 Reduced 60.2%

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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