Viawealth, LLC Reduced Holdings in Q3 2025

Viawealth, LLC

  • $183 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-4.32K
- 39.43%
$45.38 - $71.7 $196K - $310K
6.64K $368M
CW
Curtiss Wright Corp

Industrials
-897
- 35.77%
$472.43 - $542.94 $424K - $487K
1.61K $875M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13.6K
- 16.36%
$26.38 - $27.95 $358K - $379K
69.4K $1.89B
IEO
Ishares Tr

ETFs
-3.26K
- 40.06%
$86.38 - $95.74 $282K - $312K
4.88K $452M
VGSH
Vanguard

ETFs
-3.84K
- 17.33%
$58.43 - $58.88 $224K - $226K
18.3K $1.08B
HON
Honeywell International Inc

Industrials
-175
- 2.78%
$207.7 - $240.4 $36.3K - $42.1K
6.12K $1.29B
EMR
Emerson Electric CO

Industrials
-1.17K
- 16.31%
$128.6 - $149.63 $151K - $175K
6.02K $789M
FIS
Fidelity National Information Services, Inc.

Technology
-541
- 6.98%
$63.37 - $82.35 $34.3K - $44.6K
7.21K $475M
DE
Deere & CO

Industrials
-91
- 4.39%
$457.26 - $524.37 $41.6K - $47.7K
1.98K $906M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.31K
- 18.39%
$65.64 - $78.22 $86.1K - $103K
5.82K $391M
PM
Philip Morris International Inc.

Consumer Defensive
-129
- 2.58%
$157.77 - $183.27 $20.4K - $23.6K
4.88K $792M
AMT
American Tower Corp

Real Estate
-334
- 17.4%
$192.32 - $232.35 $64.2K - $77.6K
1.59K $305M
HRL
Hormel Foods Corp

Consumer Defensive
-1.98K
- 16.01%
$24.31 - $31.54 $48.2K - $62.5K
10.4K $257M
WMB
Williams Companies, Inc.

Energy
-1.73K
- 10.68%
$56.52 - $64.01 $97.6K - $111K
14.4K $915M
MKC
Mccormick & CO Inc

Consumer Defensive
-894
- 19.72%
$64.3 - $77.17 $57.5K - $69K
3.64K $244M
KO
Coca Cola CO

Consumer Defensive
-886
- 9.87%
$65.67 - $71.67 $58.2K - $63.5K
8.1K $537M
DIS
Walt Disney CO

Communication Services
-577
- 16.95%
$112.25 - $124.0 $64.8K - $71.5K
2.83K $324M
CHD
Church & Dwight CO Inc

Consumer Defensive
-325
- 4.37%
$85.84 - $99.09 $27.9K - $32.2K
7.11K $623M
XOM
Exxon Mobil Corp

Energy
-953
- 28.26%
$105.83 - $117.22 $101K - $112K
2.42K $273M
SQ
Block, Inc.

Technology
-1.58K
- 23.89%
N/A
5.02K $363M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.99K
- 2.84%
$81.75 - $84.54 $163K - $168K
68.1K $5.73B
CB
Chubb LTD

Financial Services
-203
- 6.04%
$265.99 - $289.59 $54K - $58.8K
3.16K $891M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-632
- 17.58%
$182.33 - $194.5 $115K - $123K
2.96K $576M
WM
Waste Management Inc

Industrials
-241
- 11.15%
$213.88 - $237.1 $51.5K - $57.1K
1.92K $424M
AVY
Avery Dennison Corp

Industrials
-212
- 9.3%
$158.71 - $184.63 $33.6K - $39.1K
2.07K $335M
LLY
Eli Lilly & CO

Healthcare
-61
- 10.89%
$625.65 - $812.69 $38.2K - $49.6K
499 $381M
ACN
Accenture PLC

Technology
-12
- 1.23%
$232.56 - $304.78 $2.79K - $3.66K
965 $238M
MXI
Ishares Global Materials ETF

ETFs
-897
- 19.75%
$83.91 - $92.47 $75.3K - $82.9K
3.64K $337M
VIG
Vanguard Dividend Appreciation

ETFs
-519
- 8.65%
N/A
5.48K $1.18B
Canadian Pacific Kansas City
-159
- 2.3%
N/A
6.77K $504M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-585
- 3.23%
$94.11 - $95.78 $55.1K - $56K
17.5K $1.68B
Arm Holdings PLC
-72
- 4.79%
N/A
1.43K $202M
SCHW
Schwab Charles Corp

Financial Services
-828
- 8.99%
$91.03 - $98.69 $75.4K - $81.7K
8.38K $800M
CSCO
Cisco Systems, Inc.

Technology
-349
- 2.61%
$66.2 - $71.79 $23.1K - $25.1K
13K $892M
UHALB
Amerco Com Ser N
-304
- 5.01%
N/A
5.76K $293M
MCD
Mcdonalds Corp

Consumer Cyclical
-196
- 8.87%
$291.67 - $316.99 $57.2K - $62.1K
2.01K $612M
COF
Capital One Financial Corp

Financial Services
-147
- 6.66%
$207.29 - $229.74 $30.5K - $33.8K
2.06K $438M
PNW
Pinnacle West Capital Corp

Utilities
-273
- 3.06%
$85.87 - $94.45 $23.4K - $25.8K
8.65K $776M
HBAN
Huntington Bancshares Inc

Financial Services
-2.29K
- 6.62%
$15.87 - $17.88 $36.3K - $40.9K
32.3K $557M
ETN
Eaton Corp PLC

Industrials
-151
- 7.39%
$342.99 - $392.76 $51.8K - $59.3K
1.89K $708M
FTLS
First Tr Long/Short Equity ETF

ETFs
-3.99K
- 5.66%
$65.78 - $69.95 $262K - $279K
66.4K $4.65B
NVS
Novartis Ag

Healthcare
-267
- 9.01%
$113.5 - $129.73 $30.3K - $34.6K
2.7K $346M
SLB
Schlumberger Limited

Energy
-484
- 2.64%
$32.37 - $37.31 $15.7K - $18.1K
17.8K $613M
SON
Sonoco Products CO

Consumer Cyclical
-7
- 0.15%
$42.77 - $48.68 $299 - $341
4.77K $205M
IWM
Ishares Russell 2000 ETF

ETFs
-429
- 10.6%
$214.92 - $244.84 $92.2K - $105K
3.62K $875M
CSX
Csx Corp

Industrials
-989
- 7.32%
$32.05 - $36.52 $31.7K - $36.1K
12.5K $445M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-335
- 7.56%
$100.63 - $112.27 $33.7K - $37.6K
4.1K $452M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-159
- 15.6%
$404.94 - $499.99 $64.4K - $79.5K
860 $417M
CVX
Chevron Corp

Energy
-395
- 6.89%
$145.57 - $161.83 $57.5K - $63.9K
5.33K $828M
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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