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 Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PARA Paramount Global Communication Services	$6.6B	$600 Million 0.35% of portfolio	56,532	Q2 2024 Added 12.2%
KSS Kohls Corp Consumer Cyclical	$2.1B	$534 Million 0.31% of portfolio	25,313	Q3 2024 Reduced 4.63%
SON Sonoco Products CO Consumer Cyclical	$4.88B	$428 Million 0.25% of portfolio	7,826	Q2 2024 Added 15.67%
AVAV Aero Vironment Inc Industrials	$5B	$413 Million 0.24% of portfolio	2,060	Q3 2024 Reduced 6.36%
HI Hillenbrand, Inc. Industrials	$2.28B	$408 Million 0.24% of portfolio	14,671	Q3 2024 Added 25.44%
XRAY Dentsply Sirona Inc. Healthcare	$3.94B	$265 Million 0.15% of portfolio	9,797	Q4 2022 New
FIVE Five Below, Inc Consumer Cyclical	$4.83B	$230 Million 0.13% of portfolio	2,600	Q3 2024 New
MOS Mosaic CO Basic Materials	$9.11B	$217 Million 0.13% of portfolio	8,119	Q3 2024 Reduced 25.05%

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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