Viawealth, LLC Incresed Positions in Q3 2025

Viawealth, LLC

  • $183 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
26K
+ 38.22%
$50.53 - $50.82 $1.31M - $1.32M
93.9K $4.77B
AAPL
Apple Inc.

Technology
1.1K
+ 6.7%
$202.38 - $256.87 $222K - $282K
17.5K $4.45B
ABBV
Abb Vie Inc.

Healthcare
214
+ 1.55%
$184.85 - $231.54 $39.6K - $49.5K
14K $3.25B
TSLA
Tesla, Inc.

Consumer Cyclical
264
+ 6.73%
$293.94 - $444.72 $77.6K - $117K
4.19K $1.86B
MSFT
Microsoft Corp

Technology
364
+ 2.37%
$491.09 - $535.64 $179K - $195K
15.7K $8.13B
ORCL
Oracle Corp

Technology
69
+ 1.24%
$218.96 - $328.33 $15.1K - $22.7K
5.65K $1.59B
GLD
Spdr Gold Trust

ETFs
276
+ 6.83%
$300.96 - $355.47 $83.1K - $98.1K
4.32K $1.54B
PANW
Palo Alto Networks Inc

Technology
1.46K
+ 26.34%
$167.06 - $208.19 $244K - $304K
7K $1.43B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.36K
+ 2.31%
$101.12 - $106.18 $138K - $145K
60.4K $6.22B
BAC
Bank Of America Corp

Financial Services
645
+ 1.16%
$44.92 - $52.42 $29K - $33.8K
56.1K $2.9B
MINO
Pimco ETF Tr Municipal Income

ETFs
3.14K
+ 9.18%
$43.6 - $45.33 $137K - $142K
37.4K $1.69B
MDT
Medtronic PLC

Healthcare
185
+ 0.93%
$87.67 - $95.74 $16.2K - $17.7K
20K $1.9B
VEA
Vanguard Ftse Developed Market

ETFs
2.42K
+ 23.9%
$56.02 - $60.3 $136K - $146K
12.6K $753M
VO
Vanguard Mid Cap ETF

ETFs
194
+ 3.21%
$279.83 - $293.74 $54.3K - $57K
6.24K $1.83B
SCCO
Southern Copper Corp

Basic Materials
408
+ 9.17%
$90.54 - $121.36 $36.9K - $49.5K
4.86K $590M
AMZN
Amazon Com Inc

Consumer Cyclical
570
+ 3.73%
$211.65 - $238.24 $121K - $136K
15.9K $3.48B
BX
Blackstone Inc.

Financial Services
124
+ 2.48%
$152.77 - $188.68 $18.9K - $23.4K
5.13K $876M
PLTR
Palantir Technologies Inc.

Technology
199
+ 12.19%
$130.68 - $186.97 $26K - $37.2K
1.83K $334M
HI
Hillenbrand, Inc.

Industrials
1.23K
+ 11.5%
$19.59 - $27.04 $24K - $33.2K
11.9K $322M
FANG
Diamondback Energy, Inc.

Energy
663
+ 37.82%
$134.53 - $152.5 $89.2K - $101K
2.42K $346M
CASY
Caseys General Stores Inc

Consumer Cyclical
32
+ 2.2%
$494.52 - $565.32 $15.8K - $18.1K
1.49K $840M
JNJ
Johnson & Johnson

Healthcare
17
+ 0.59%
$155.17 - $185.42 $2.64K - $3.15K
2.9K $538M
BURL
Burlington Stores, Inc.

Consumer Cyclical
100
+ 3.05%
$237.02 - $301.35 $23.7K - $30.1K
3.38K $860M
VTI
Vanguard Total Stock Market Et

ETFs
110
+ 5.38%
$303.93 - $329.86 $33.4K - $36.3K
2.16K $708M
GS
Goldman Sachs Group Inc

Financial Services
48
+ 9.07%
$696.56 - $806.32 $33.4K - $38.7K
577 $459M
AMD
Advanced Micro Devices Inc

Technology
275
+ 19.3%
$134.8 - $184.42 $37.1K - $50.7K
1.7K $275M
META
Meta Platforms, Inc.

Communication Services
104
+ 7.71%
$695.21 - $791.73 $72.3K - $82.3K
1.45K $1.07B
MS
Morgan Stanley

Financial Services
46
+ 1.42%
$139.09 - $161.16 $6.4K - $7.41K
3.29K $522M
UBER
Uber Technologies, Inc

Technology
336
+ 4.89%
$86.91 - $99.57 $29.2K - $33.5K
7.2K $706M
FCN
Fti Consulting, Inc

Industrials
305
+ 12.79%
$157.99 - $174.18 $48.2K - $53.1K
2.69K $435M
MRK
Merck & Co., Inc.

Healthcare
273
+ 6.45%
$77.6 - $87.37 $21.2K - $23.9K
4.51K $378M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
479
+ 4.76%
$72.01 - $74.44 $34.5K - $35.7K
10.5K $774M
BDX
Becton Dickinson & CO

Healthcare
69
+ 4.64%
$172.41 - $199.66 $11.9K - $13.8K
1.56K $291M
V
Visa Inc.

Financial Services
126
+ 16.47%
$332.09 - $358.86 $41.8K - $45.2K
891 $304M
AMGN
Amgen Inc

Healthcare
30
+ 0.42%
$271.18 - $309.22 $8.14K - $9.28K
7.17K $2.02B
SCHP
Schwab Strategic Us Tips ETF

ETFs
799
+ 2.55%
$26.44 - $27.1 $21.1K - $21.7K
32.1K $865M
VNQ
Vanguard Specialized Funds Van

ETFs
75
+ 0.8%
$88.47 - $93.24 $6.64K - $6.99K
9.46K $865M
SO
Southern CO

Utilities
50
+ 0.64%
$90.83 - $96.0 $4.54K - $4.8K
7.82K $741M
Ge Healthcare Technologies I
246
+ 5.56%
N/A
4.67K $351M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
232
+ 1.41%
$18.93 - $19.47 $4.39K - $4.52K
16.7K $322M
MMM
3 M CO

Industrials
7
+ 0.24%
$144.41 - $160.2 $1.01K - $1.12K
2.93K $454M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
55
+ 2.0%
$70.85 - $76.96 $3.9K - $4.23K
2.81K $213M
BAH
Booz Allen Hamilton Holding Corp

Industrials
272
+ 5.03%
$97.53 - $115.95 $26.5K - $31.5K
5.68K $568M
ADP
Automatic Data Processing Inc

Industrials
75
+ 4.85%
$288.69 - $310.94 $21.7K - $23.3K
1.62K $476M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 3.64%
$915.95 - $994.57 $13.7K - $14.9K
427 $395M
PG
Procter & Gamble CO

Consumer Defensive
169
+ 2.34%
$150.47 - $161.22 $25.4K - $27.2K
7.41K $1.14B
TTD
Trade Desk, Inc.

Technology
2.23K
+ 35.64%
$43.93 - $89.76 $98K - $200K
8.49K $416M
PGR
Progressive Corp

Financial Services
179
+ 4.43%
$238.61 - $264.3 $42.7K - $47.3K
4.22K $1.04B
LKQ
Lkq Corp

Consumer Cyclical
1.53K
+ 11.72%
$29.24 - $39.21 $44.6K - $59.8K
14.6K $444M
Activity Summary
Buys All Purchases 61 New Holdings 9 Increased Positions 52 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 1
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