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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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