Viawealth, LLC Portfolio Holdings

Viawealth, LLC

  • $162 Billion
  • Q1 2025

Viawealth, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.5B, Proshares S&P 500 Dividend Ari with a value of $5.98B, Microsoft Corp with a value of $5.76B, Vanguard Intermediate Term Cor with a value of $5.71B, and First Tr Long/Short Equity ETF with a value of $5.05B.

Examining the 13F form we can see an decrease of $3.64B in the current position value, from $166B to 162B.

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 $162 Billion
ETFs: $55.8 Billion
Technology: $27.7 Billion
Healthcare: $14.8 Billion
Financial Services: $13.9 Billion
Industrials: $13.6 Billion
Consumer Cyclical: $9.13 Billion
Energy: $7.76 Billion
Consumer Defensive: $6.48 Billion
Other: $9.56 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.7B
$908 Million 0.56% of portfolio
5,320
Q1 2025 Reduced 6.52%
$0
$910 Million 0.56% of portfolio
20,338
Q1 2025 New
$51.4B
$896 Million 0.55% of portfolio
21,445
Q1 2025 Added 3.27%
$934B
$890 Million 0.55% of portfolio
3,436
Q1 2025 Reduced 2.47%
$284B
$868 Million 0.54% of portfolio
14,061
Q1 2025 Reduced 2.09%
$23.9B
$870 Million 0.54% of portfolio
7,899
Q4 2024 Reduced 4.12%
$18.6B
$840 Million 0.52% of portfolio
2,647
Q1 2025 Reduced 7.9%
$0
$843 Million 0.52% of portfolio
11,284
Q1 2025 Reduced 4.43%
$100B
$804 Million 0.5% of portfolio
8,740
Q1 2025 Reduced 14.0%
$10.5B
$818 Million 0.5% of portfolio
19,220
Q4 2024 Reduced 4.97%
$82.7B
$813 Million 0.5% of portfolio
7,414
Q1 2025 Reduced 6.04%
$0
$787 Million 0.49% of portfolio
3,947
Q1 2025 Reduced 16.34%
$19.5B
$801 Million 0.49% of portfolio
1,845
Q1 2025 Reduced 6.91%
$16.6B
$782 Million 0.48% of portfolio
3,281
Q3 2023 Reduced 34.99%
$409B
$754 Million 0.47% of portfolio
4,544
Q1 2025 New
$0
$767 Million 0.47% of portfolio
9,017
Q4 2022 New
$636B
$730 Million 0.45% of portfolio
5,223
Q1 2025 Added 37.59%
$168B
$735 Million 0.45% of portfolio
9,383
Q4 2024 Reduced 6.62%
$0
$707 Million 0.44% of portfolio
1,325
Q1 2025 Reduced 3.99%
$216B
$718 Million 0.44% of portfolio
2,299
Q1 2025 Reduced 10.09%
$0
$707 Million 0.44% of portfolio
4,137
Q1 2025 Reduced 12.81%
$157B
$697 Million 0.43% of portfolio
10,031
Q1 2025 Added 21.21%
$0
$700 Million 0.43% of portfolio
6,551
Q1 2025 Reduced 0.67%
$300B
$677 Million 0.42% of portfolio
9,458
Q4 2024 Reduced 7.39%
$136B
$681 Million 0.42% of portfolio
7,133
Q1 2025 Reduced 11.93%
$1.62T
$676 Million 0.42% of portfolio
1,173
Q1 2025 Added 4.27%
$23B
$662 Million 0.41% of portfolio
30,470
Q4 2024 Reduced 4.35%
$113B
$654 Million 0.4% of portfolio
4,678
Q1 2025 Reduced 0.15%
Labcorp Holdings Inc
-
$624 Million 0.39% of portfolio
-
Q4 2024 Reduced 8.03%
$0
$633 Million 0.39% of portfolio
2,303
Q1 2025 Added 0.04%
$191B
$592 Million 0.37% of portfolio
8,120
Q1 2025 Reduced 2.46%
$105B
$607 Million 0.37% of portfolio
2,108
Q1 2025 New
$0
$598 Million 0.37% of portfolio
5,086
Q4 2022 New
$48.7B
$598 Million 0.37% of portfolio
8,011
Q1 2025 Added 137.5%
$14.2B
$581 Million 0.36% of portfolio
5,557
Q1 2025 Reduced 10.77%
$168B
$585 Million 0.36% of portfolio
4,032
Q4 2024 Reduced 5.68%
$103B
$568 Million 0.35% of portfolio
2,608
Q1 2025 Reduced 3.73%
$143B
$573 Million 0.35% of portfolio
2,108
Q1 2025 Added 5.77%
$25.1B
$546 Million 0.34% of portfolio
7,940
Q1 2025 Reduced 9.07%
$25.1B
$546 Million 0.34% of portfolio
36,367
Q1 2025 Reduced 4.25%
$0
$528 Million 0.33% of portfolio
10,386
Q1 2025 Reduced 6.73%
$86.5B
$541 Million 0.33% of portfolio
8,286
Q1 2025 Reduced 1.52%
$18.1B
$517 Million 0.32% of portfolio
6,287
Q4 2024 Reduced 13.34%
$92.7B
$524 Million 0.32% of portfolio
2,265
Q4 2024 Reduced 7.17%
$165B
$507 Million 0.31% of portfolio
1,019
Q4 2024 Added 1.7%
$17.1B
$504 Million 0.31% of portfolio
16,298
Q1 2025 Added 0.07%
Canadian Pacific Kansas City
-
$509 Million 0.31% of portfolio
-
Q1 2025 Added 3.08%
$128B
$484 Million 0.3% of portfolio
1,583
Q1 2025 Reduced 2.34%
$212B
$494 Million 0.3% of portfolio
5,504
Q1 2025 Reduced 0.81%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $162 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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