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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$961 Million 0.56% of portfolio
18,204
Q3 2024 Reduced 20.89%
$178B
$936 Million 0.55% of portfolio
7,861
Q3 2024 Added 0.32%
$0
$944 Million 0.55% of portfolio
7,879
Q3 2024 Added 0.17%
$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%
$0
$795 Million 0.46% of portfolio
9,017
Q4 2022 New
$0
$786 Million 0.46% of portfolio
1,380
Q3 2024 Reduced 3.63%
Gsk PLC
-
$770 Million 0.45% of portfolio
-
Q3 2024 Reduced 11.27%
$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%
$271B
$734 Million 0.43% of portfolio
10,213
Q3 2024 Added 0.05%
$128B
$744 Million 0.43% of portfolio
4,856
Q3 2024 Reduced 4.43%
$106B
$720 Million 0.42% of portfolio
9,226
Q3 2024 Added 5.68%
$123B
$709 Million 0.41% of portfolio
8,849
Q3 2024 Added 11.46%
$138B
$678 Million 0.4% of portfolio
2,046
Q3 2024 Added 1.54%
$1.38T
$674 Million 0.39% of portfolio
1,178
Q3 2024 Reduced 0.17%
$195B
$672 Million 0.39% of portfolio
6,986
Q3 2024 Added 1.99%
$434B
$655 Million 0.38% of portfolio
3,843
Q3 2024 Added 0.08%
Labcorp Holdings Inc
-
$651 Million 0.38% of portfolio
-
Q2 2024 New
$139B
$651 Million 0.38% of portfolio
10,048
Q3 2024 Added 5.59%
$0
$640 Million 0.37% of portfolio
2,262
Q3 2024 Added 0.89%
$24.5B
$627 Million 0.37% of portfolio
42,673
Q3 2024 Reduced 5.65%
$133B
$637 Million 0.37% of portfolio
8,475
Q3 2024 Reduced 5.04%
$88.6B
$619 Million 0.36% of portfolio
2,661
Q3 2024 Reduced 14.74%
$78B
$613 Million 0.36% of portfolio
4,482
Q3 2024 Added 2.45%
$219B
$620 Million 0.36% of portfolio
1,002
Q3 2024 Added 1.01%
$6.25B
$600 Million 0.35% of portfolio
56,532
Q2 2024 Added 12.2%
$248B
$597 Million 0.35% of portfolio
5,258
Q3 2024 Added 1.0%
$18.4B
$597 Million 0.35% of portfolio
7,255
Q3 2024 Added 16.88%
$0
$597 Million 0.35% of portfolio
5,086
Q4 2022 New
$468B
$584 Million 0.34% of portfolio
4,978
Q3 2024 Added 17.6%
$0
$579 Million 0.34% of portfolio
6,207
Q3 2024 Added 3.07%
$23.5B
$561 Million 0.33% of portfolio
8,747
Q3 2024 Added 0.48%
$0
$568 Million 0.33% of portfolio
17,107
Q3 2024 Reduced 5.78%
$68.8B
$543 Million 0.32% of portfolio
15,730
Q3 2024 Added 5.76%
$0
$542 Million 0.32% of portfolio
5,010
Q3 2024 Added 0.2%

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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