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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$343B
$7.57 Billion 4.41% of portfolio
62,338
Q3 2024 Added 1.91%
$3.2T
$6.68 Billion 3.89% of portfolio
15,520
Q3 2024 Added 4.08%
$14.3B
$4.82 Billion 2.81% of portfolio
55,081
Q3 2024 Reduced 0.14%
$477B
$4.31 Billion 2.51% of portfolio
7,378
Q3 2024 Reduced 8.05%
$3.7T
$4.26 Billion 2.48% of portfolio
18,289
Q3 2024 Added 3.69%
$2.3T
$3.48 Billion 2.03% of portfolio
18,663
Q3 2024 Added 4.32%
$1.17T
$3.26 Billion 1.9% of portfolio
19,658
Q3 2024 Reduced 2.34%
$303B
$2.92 Billion 1.7% of portfolio
14,799
Q3 2024 Added 0.37%
$146B
$2.43 Billion 1.41% of portfolio
7,528
Q3 2024 Reduced 0.58%
$373B
$2.28 Billion 1.33% of portfolio
57,580
Q3 2024 Added 1.08%
$609B
$2.2 Billion 1.28% of portfolio
4,771
Q3 2024 Reduced 13.87%
$71.9B
$1.98 Billion 1.16% of portfolio
43,363
Q3 2024 Reduced 1.12%
$419B
$1.76 Billion 1.03% of portfolio
4,345
Q3 2024 Reduced 0.64%
$117B
$1.73 Billion 1.01% of portfolio
19,210
Q3 2024 Added 7.65%
$185B
$1.73 Billion 1.01% of portfolio
10,182
Q3 2024 Reduced 1.11%
$54.4B
$1.64 Billion 0.95% of portfolio
12,126
Q3 2024 Added 0.81%
$382B
$1.39 Billion 0.81% of portfolio
8,018
Q3 2024 Added 0.28%
$135B
$1.35 Billion 0.79% of portfolio
12,870
Q3 2024 Added 17.99%
$250B
$1.34 Billion 0.78% of portfolio
16,543
Q3 2024 Reduced 7.41%
$28.4B
$1.31 Billion 0.76% of portfolio
11,051
Q3 2024 Added 300.98%
$325B
$1.29 Billion 0.75% of portfolio
4,706
Q3 2024 Added 14.11%
$16.7B
$1.27 Billion 0.74% of portfolio
9,655
Q4 2023 Added 55.78%
$36.9B
$1.23 Billion 0.72% of portfolio
3,215
Q2 2024 Reduced 4.46%
$112B
$1.18 Billion 0.69% of portfolio
4,099
Q3 2024 Reduced 17.44%
$761B
$1.16 Billion 0.68% of portfolio
5,518
Q3 2024 Reduced 7.82%
$1.35T
$1.16 Billion 0.67% of portfolio
4,426
Q3 2024 Reduced 18.91%
$143B
$1.09 Billion 0.64% of portfolio
4,296
Q2 2024 Reduced 3.37%
$72.1B
$1.1 Billion 0.64% of portfolio
24,013
Q2 2024 Reduced 6.88%
$18B
$1.1 Billion 0.64% of portfolio
6,769
Q3 2024 Reduced 11.91%
$14.1B
$1.07 Billion 0.62% of portfolio
3,248
Q2 2024 Reduced 2.87%
$73.6B
$1.02 Billion 0.59% of portfolio
9,334
Q3 2024 Added 4.26%
$91.3B
$1.02 Billion 0.59% of portfolio
11,319
Q4 2022 New
$188B
$1 Billion 0.58% of portfolio
8,264
Q1 2024 Reduced 6.45%
$9.79B
$1 Billion 0.58% of portfolio
11,311
Q4 2023 Added 141.12%
$53B
$977 Million 0.57% of portfolio
2,858
Q3 2024 Added 11.82%
$137B
$965 Million 0.56% of portfolio
2,313
Q3 2024 Reduced 2.61%
$178B
$936 Million 0.55% of portfolio
7,861
Q3 2024 Added 0.32%
$316B
$952 Million 0.55% of portfolio
6,463
Q3 2024 Added 0.03%
$61.8B
$949 Million 0.55% of portfolio
22,612
Q3 2024 Added 23.87%
$207B
$869 Million 0.51% of portfolio
2,855
Q3 2024 Added 0.85%
$382B
$879 Million 0.51% of portfolio
1,240
Q3 2024 Reduced 0.4%
$165B
$864 Million 0.5% of portfolio
4,275
Q3 2024 Reduced 3.19%
$247B
$851 Million 0.5% of portfolio
15,984
Q3 2024 Reduced 1.72%
$25.9B
$863 Million 0.5% of portfolio
8,238
Q4 2022 New
$19B
$864 Million 0.5% of portfolio
3,281
Q3 2023 Reduced 34.99%
$14.6B
$816 Million 0.48% of portfolio
2,173
Q3 2024 Reduced 6.09%
$10.4B
$807 Million 0.47% of portfolio
20,225
Q3 2024 Added 45.41%
$22.6B
$743 Million 0.43% of portfolio
31,855
Q1 2024 Added 3.54%
$90.1B
$744 Million 0.43% of portfolio
18,332
Q2 2024 Added 51.23%

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
Track This Portfolio

Track Viawealth, LLC Portfolio

Follow Viawealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Viawealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Viawealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email