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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$349B
$7.57 Billion 4.41% of portfolio
62,338
Q3 2024 Added 1.91%
$3.1T
$6.68 Billion 3.89% of portfolio
15,520
Q3 2024 Added 4.08%
$0
$6.34 Billion 3.69% of portfolio
59,350
Q3 2024 Added 3.1%
$15.2B
$4.82 Billion 2.81% of portfolio
55,081
Q3 2024 Reduced 0.14%
$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%
$552B
$4.31 Billion 2.51% of portfolio
7,378
Q3 2024 Reduced 8.05%
$3.66T
$4.26 Billion 2.48% of portfolio
18,289
Q3 2024 Added 3.69%
$0
$3.89 Billion 2.27% of portfolio
61,347
Q3 2024 Added 9.18%
$2.05T
$3.48 Billion 2.03% of portfolio
18,663
Q3 2024 Added 4.32%
$1.03T
$3.26 Billion 1.9% of portfolio
19,658
Q3 2024 Reduced 2.34%
$294B
$2.92 Billion 1.7% of portfolio
14,799
Q3 2024 Added 0.37%
$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%
$149B
$2.43 Billion 1.41% of portfolio
7,528
Q3 2024 Reduced 0.58%
$0
$2.32 Billion 1.35% of portfolio
27,457
Q3 2024 Added 3.9%
$375B
$2.28 Billion 1.33% of portfolio
57,580
Q3 2024 Added 1.08%
$612B
$2.2 Billion 1.28% of portfolio
4,771
Q3 2024 Reduced 13.87%
$75.2B
$1.98 Billion 1.16% of portfolio
43,363
Q3 2024 Reduced 1.12%
$0
$1.88 Billion 1.09% of portfolio
35,432
Q3 2024 Added 1.63%
$420B
$1.76 Billion 1.03% of portfolio
4,345
Q3 2024 Reduced 0.64%
$116B
$1.73 Billion 1.01% of portfolio
19,210
Q3 2024 Added 7.65%
$0
$1.74 Billion 1.01% of portfolio
6,580
Q3 2024 Reduced 0.62%
$185B
$1.73 Billion 1.01% of portfolio
10,182
Q3 2024 Reduced 1.11%
$55.5B
$1.64 Billion 0.95% of portfolio
12,126
Q3 2024 Added 0.81%
$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%
$154B
$1.46 Billion 0.85% of portfolio
7,052
Q3 2024 Added 14.42%
$405B
$1.39 Billion 0.81% of portfolio
8,018
Q3 2024 Added 0.28%
$0
$1.4 Billion 0.81% of portfolio
15,286
Q3 2024 Added 3.81%
$145B
$1.35 Billion 0.79% of portfolio
12,870
Q3 2024 Added 17.99%
$228B
$1.34 Billion 0.78% of portfolio
16,543
Q3 2024 Reduced 7.41%
$35.2B
$1.31 Billion 0.76% of portfolio
11,051
Q3 2024 Added 300.98%
$322B
$1.29 Billion 0.75% of portfolio
4,706
Q3 2024 Added 14.11%
$30.4B
$1.27 Billion 0.74% of portfolio
9,655
Q4 2023 Added 55.78%
$0
$1.24 Billion 0.72% of portfolio
3,235
Q3 2024 Reduced 3.89%
$114B
$1.23 Billion 0.72% of portfolio
3,215
Q2 2024 Reduced 4.46%
$120B
$1.18 Billion 0.69% of portfolio
4,099
Q3 2024 Reduced 17.44%
$719B
$1.16 Billion 0.68% of portfolio
5,518
Q3 2024 Reduced 7.82%
$1.07T
$1.16 Billion 0.67% of portfolio
4,426
Q3 2024 Reduced 18.91%
$150B
$1.09 Billion 0.64% of portfolio
4,296
Q2 2024 Reduced 3.37%
$70.5B
$1.1 Billion 0.64% of portfolio
24,013
Q2 2024 Reduced 6.88%
$18.6B
$1.1 Billion 0.64% of portfolio
6,769
Q3 2024 Reduced 11.91%
$13.6B
$1.07 Billion 0.62% of portfolio
3,248
Q2 2024 Reduced 2.87%
$0
$1.04 Billion 0.61% of portfolio
10,676
Q3 2024 Added 2.47%
$0
$1.04 Billion 0.61% of portfolio
4,718
Q1 2024 Added 66.6%
$0
$1.02 Billion 0.59% of portfolio
5,669
Q3 2024 Reduced 2.22%
$76.4B
$1.02 Billion 0.59% of portfolio
9,334
Q3 2024 Added 4.26%

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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