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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$354B
$7.57 Billion 4.41% of portfolio
62,338
Q3 2024 Added 1.91%
$3.09T
$6.68 Billion 3.89% of portfolio
15,520
Q3 2024 Added 4.08%
$554B
$4.31 Billion 2.51% of portfolio
7,378
Q3 2024 Reduced 8.05%
$3.62T
$4.26 Billion 2.48% of portfolio
18,289
Q3 2024 Added 3.69%
$2.06T
$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%
$292B
$2.92 Billion 1.7% of portfolio
14,799
Q3 2024 Added 0.37%
$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%
$418B
$1.76 Billion 1.03% of portfolio
4,345
Q3 2024 Reduced 0.64%
$402B
$1.39 Billion 0.81% of portfolio
8,018
Q3 2024 Added 0.28%
$229B
$1.34 Billion 0.78% of portfolio
16,543
Q3 2024 Reduced 7.41%
$325B
$1.29 Billion 0.75% of portfolio
4,706
Q3 2024 Added 14.11%
$720B
$1.16 Billion 0.68% of portfolio
5,518
Q3 2024 Reduced 7.82%
$1.01T
$1.16 Billion 0.67% of portfolio
4,426
Q3 2024 Reduced 18.91%
$230B
$936 Million 0.55% of portfolio
7,861
Q3 2024 Added 0.32%
$215B
$869 Million 0.51% of portfolio
2,855
Q3 2024 Added 0.85%
$367B
$879 Million 0.51% of portfolio
1,240
Q3 2024 Reduced 0.4%
$236B
$851 Million 0.5% of portfolio
15,984
Q3 2024 Reduced 1.72%
$267B
$734 Million 0.43% of portfolio
10,213
Q3 2024 Added 0.05%
$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%
$201B
$620 Million 0.36% of portfolio
1,002
Q3 2024 Added 1.01%
$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%
$709B
$473 Million 0.28% of portfolio
534
Q3 2024 Added 8.32%
$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
$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%
$203B
$270 Million 0.16% of portfolio
545
Q3 2024 Added 0.37%
$506B
$206 Million 0.12% of portfolio
751
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
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