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
$267B
$734 Million 0.43% of portfolio
10,213
Q3 2024 Added 0.05%
$129B
$744 Million 0.43% of portfolio
4,856
Q3 2024 Reduced 4.43%
$99.3B
$720 Million 0.42% of portfolio
9,226
Q3 2024 Added 5.68%
$129B
$709 Million 0.41% of portfolio
8,849
Q3 2024 Added 11.46%
$143B
$678 Million 0.4% of portfolio
2,046
Q3 2024 Added 1.54%
$1.25T
$674 Million 0.39% of portfolio
1,178
Q3 2024 Reduced 0.17%
$210B
$672 Million 0.39% of portfolio
6,986
Q3 2024 Added 1.99%
$495B
$655 Million 0.38% of portfolio
3,843
Q3 2024 Added 0.08%
$147B
$651 Million 0.38% of portfolio
10,048
Q3 2024 Added 5.59%
$25.5B
$627 Million 0.37% of portfolio
42,673
Q3 2024 Reduced 5.65%
$145B
$637 Million 0.37% of portfolio
8,475
Q3 2024 Reduced 5.04%
$91.5B
$619 Million 0.36% of portfolio
2,661
Q3 2024 Reduced 14.74%
$71.7B
$613 Million 0.36% of portfolio
4,482
Q3 2024 Added 2.45%
$201B
$620 Million 0.36% of portfolio
1,002
Q3 2024 Added 1.01%
$6.6B
$600 Million 0.35% of portfolio
56,532
Q2 2024 Added 12.2%
$244B
$597 Million 0.35% of portfolio
5,258
Q3 2024 Added 1.0%
$497B
$584 Million 0.34% of portfolio
4,978
Q3 2024 Added 17.6%
$25.4B
$561 Million 0.33% of portfolio
8,747
Q3 2024 Added 0.48%
$73.9B
$543 Million 0.32% of portfolio
15,730
Q3 2024 Added 5.76%
$16.1B
$554 Million 0.32% of portfolio
2,508
Q2 2023 Added 8.2%
$16B
$543 Million 0.32% of portfolio
17,143
Q3 2024 Added 0.05%
-
$555 Million 0.32% of portfolio
-
Q1 2024 Added 7.76%
$2.1B
$534 Million 0.31% of portfolio
25,313
Q3 2024 Reduced 4.63%
$89.4B
$507 Million 0.3% of portfolio
2,440
Q4 2022 New
$76.7B
$504 Million 0.29% of portfolio
4,359
Q3 2024 Reduced 6.44%
$140B
$498 Million 0.29% of portfolio
851
Q3 2024 Added 0.47%
$709B
$473 Million 0.28% of portfolio
534
Q3 2024 Added 8.32%
$97.8B
$480 Million 0.28% of portfolio
3,522
Q2 2024 Added 6.44%
$52.5B
$470 Million 0.27% of portfolio
4,284
Q2 2024 Reduced 2.28%
$124B
$448 Million 0.26% of portfolio
1,621
Q2 2024 Reduced 3.4%
$4.88B
$428 Million 0.25% of portfolio
7,826
Q2 2024 Added 15.67%
$5B
$413 Million 0.24% of portfolio
2,060
Q3 2024 Reduced 6.36%
$2.28B
$408 Million 0.24% of portfolio
14,671
Q3 2024 Added 25.44%
$12.7B
$420 Million 0.24% of portfolio
10,239
Q1 2024 Reduced 2.57%
$223B
$392 Million 0.23% of portfolio
1,109
Q3 2024 Added 1.84%
$218B
$376 Million 0.22% of portfolio
2,290
Q3 2024 New
$44.6B
$385 Million 0.22% of portfolio
5,742
Q3 2024 Added 1.32%
$401B
$380 Million 0.22% of portfolio
428
Q3 2024 Reduced 2.51%
$222B
$368 Million 0.21% of portfolio
3,203
Q2 2024 Added 6.13%
$40.3B
$358 Million 0.21% of portfolio
3,115
Q3 2024 Added 73.06%
$71.1B
$344 Million 0.2% of portfolio
2,299
Q3 2024 Added 0.17%
$53.4B
$303 Million 0.18% of portfolio
3,620
Q3 2023 New
$25.2B
$273 Million 0.16% of portfolio
6,986
Q3 2024 Reduced 13.33%
$203B
$270 Million 0.16% of portfolio
545
Q3 2024 Added 0.37%
$31.4B
$269 Million 0.16% of portfolio
1,560
Q3 2024 Added 0.45%
$175B
$277 Million 0.16% of portfolio
6,164
Q3 2024 Reduced 23.96%
$3.94B
$265 Million 0.15% of portfolio
9,797
Q4 2022 New
$63B
$235 Million 0.14% of portfolio
1,791
Q2 2024 Added 0.11%
$4.83B
$230 Million 0.13% of portfolio
2,600
Q3 2024 New

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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