Viawealth, LLC Portfolio Holdings

Viawealth, LLC

  • $161 Billion
  • Q2 2024

Viawealth, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $161 Billion distributed in 153 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.56B, Microsoft Corp with a value of $6.67B, Proshares S&P 500 Dividend Ari with a value of $5.53B, Graco Inc with a value of $4.37B, and Unitedhealth Group Inc with a value of $4.09B.

Examining the 13F form we can see an increase of $1.28B in the current position value, from $160B to 161B.

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 $161 Billion
ETFs: $50.4 Billion
Technology: $29.1 Billion
Industrials: $14.7 Billion
Healthcare: $13.7 Billion
Financial Services: $13.6 Billion
Consumer Cyclical: $11 Billion
Energy: $8.33 Billion
Communication Services: $6.7 Billion
Other: $11.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$347B
$7.56 Billion 4.69% of portfolio
61,167
Q2 2024 Added 830.3%
$3.22T
$6.67 Billion 4.13% of portfolio
14,912
Q2 2024 Reduced 0.16%
$0
$5.53 Billion 3.43% of portfolio
57,568
Q2 2024 Added 2.64%
$13.8B
$4.37 Billion 2.71% of portfolio
55,156
Q1 2024 Reduced 0.09%
$527B
$4.09 Billion 2.53% of portfolio
8,024
Q2 2024 Reduced 3.19%
$0
$3.75 Billion 2.33% of portfolio
46,960
Q2 2024 Added 17.44%
$3.7T
$3.72 Billion 2.3% of portfolio
17,639
Q2 2024 Reduced 1.12%
$1.03T
$3.67 Billion 2.27% of portfolio
20,128
Q2 2024 Reduced 0.38%
$0
$3.52 Billion 2.18% of portfolio
56,191
Q2 2024 Added 10.95%
$1.96T
$3.46 Billion 2.14% of portfolio
17,891
Q1 2024 Reduced 1.5%
$0
$3.38 Billion 2.1% of portfolio
20,600
Q2 2024 Added 2.83%
$0
$2.78 Billion 1.72% of portfolio
47,922
Q2 2024 Reduced 4.17%
$0
$2.59 Billion 1.61% of portfolio
24,203
Q2 2024 Added 7.54%
$0
$2.6 Billion 1.61% of portfolio
24,364
Q2 2024 Added 1.53%
$356B
$2.53 Billion 1.57% of portfolio
14,745
Q2 2024 Added 5.19%
$0
$2.5 Billion 1.55% of portfolio
78,102
Q2 2024 Reduced 5.23%
$340B
$2.27 Billion 1.41% of portfolio
56,966
Q2 2024 Reduced 2.65%
$592B
$2.25 Billion 1.4% of portfolio
5,539
Q2 2024 Reduced 2.21%
$188B
$2.05 Billion 1.27% of portfolio
10,296
Q2 2024 Reduced 10.19%
$0
$2.05 Billion 1.27% of portfolio
26,426
Q2 2024 Added 0.33%
$49.6B
$1.89 Billion 1.17% of portfolio
12,029
Q2 2024 Reduced 0.32%
$0
$1.82 Billion 1.13% of portfolio
34,864
Q2 2024 Added 15.59%
$72.3B
$1.74 Billion 1.08% of portfolio
43,856
Q2 2024 Reduced 0.4%
$0
$1.6 Billion 0.99% of portfolio
6,621
Q1 2024 Reduced 1.55%
$402B
$1.51 Billion 0.93% of portfolio
4,373
Q2 2024 Reduced 2.87%
$0
$1.47 Billion 0.91% of portfolio
14,725
Q2 2024 Reduced 1.89%
$0
$1.42 Billion 0.88% of portfolio
7,762
Q2 2024 Added 0.09%
$120B
$1.4 Billion 0.87% of portfolio
17,845
Q2 2024 Added 13.37%
$137B
$1.32 Billion 0.82% of portfolio
6,163
Q2 2024 Added 6.57%
$394B
$1.32 Billion 0.82% of portfolio
7,996
Q2 2024 Reduced 4.56%
$118B
$1.27 Billion 0.79% of portfolio
4,965
Q2 2024 Reduced 0.26%
$0
$1.26 Billion 0.78% of portfolio
3,366
Q2 2024 Reduced 4.35%
$131B
$1.25 Billion 0.77% of portfolio
10,908
Q2 2024 Reduced 0.43%
$659B
$1.21 Billion 0.75% of portfolio
5,986
Q2 2024 Reduced 1.95%
$221B
$1.21 Billion 0.75% of portfolio
17,866
Q2 2024 Reduced 2.71%
$24.3B
$1.18 Billion 0.73% of portfolio
7,684
Q2 2024 Reduced 1.04%
$0
$1.14 Billion 0.71% of portfolio
23,010
Q2 2024 Added 0.16%
$122B
$1.13 Billion 0.7% of portfolio
3,215
Q2 2024 Reduced 4.46%
$256B
$1.12 Billion 0.69% of portfolio
7,836
Q4 2023 New
$813B
$1.08 Billion 0.67% of portfolio
5,458
Q2 2024 Reduced 1.89%
$296B
$1.06 Billion 0.66% of portfolio
4,124
Q2 2024 Added 25.96%
$159B
$1.04 Billion 0.65% of portfolio
4,416
Q2 2024 Reduced 0.54%
$27.3B
$1.03 Billion 0.64% of portfolio
9,655
Q4 2023 Added 55.78%
$64B
$1.02 Billion 0.63% of portfolio
24,013
Q2 2024 Reduced 6.88%
$290B
$1.01 Billion 0.63% of portfolio
6,461
Q2 2024 Added 0.03%
$0
$979 Million 0.61% of portfolio
10,556
Q2 2024 New
$64.5B
$986 Million 0.61% of portfolio
8,953
Q2 2024 Reduced 0.81%
$0
$990 Million 0.61% of portfolio
5,798
Q2 2024 Reduced 21.89%
$0
$957 Million 0.59% of portfolio
4,718
Q1 2024 Added 66.6%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $161 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 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