Viawealth, LLC Portfolio Holdings

Viawealth, LLC

  • $166 Billion
  • Q4 2024

Viawealth, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $166 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.02B, Microsoft Corp with a value of $6.4B, Proshares S&P 500 Dividend Ari with a value of $6.24B, Vanguard Intermediate Term Cor with a value of $4.92B, and Graco Inc with a value of $4.64B.

Examining the 13F form we can see an decrease of $5.96B in the current position value, from $172B to 166B.

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 $166 Billion
ETFs: $53.6 Billion
Technology: $31.3 Billion
Industrials: $14.5 Billion
Financial Services: $14.1 Billion
Healthcare: $12.5 Billion
Consumer Cyclical: $11.1 Billion
Energy: $7.26 Billion
Communication Services: $6.56 Billion
Other: $10.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$694 Million 0.42% of portfolio
9,383
Q4 2024 Reduced 6.62%
$90B
$697 Million 0.42% of portfolio
16,436
Q4 2024 Reduced 10.34%
$1.3T
$659 Million 0.4% of portfolio
1,125
Q4 2024 Reduced 4.5%
$109B
$661 Million 0.4% of portfolio
1,993
Q4 2024 Reduced 2.59%
$125B
$656 Million 0.4% of portfolio
4,032
Q4 2024 Reduced 5.68%
$380B
$633 Million 0.38% of portfolio
3,796
Q4 2024 Reduced 1.22%
$179B
$631 Million 0.38% of portfolio
5,669
Q4 2024 Reduced 18.85%
$21.3B
$618 Million 0.37% of portfolio
37,980
Q4 2024 Reduced 11.0%
$304B
$589 Million 0.36% of portfolio
9,458
Q4 2024 Reduced 7.39%
$7.03B
$572 Million 0.35% of portfolio
54,685
Q4 2024 Reduced 3.27%
$226B
$552 Million 0.33% of portfolio
5,549
Q4 2024 Added 5.53%
$196B
$530 Million 0.32% of portfolio
1,019
Q4 2024 Added 1.7%
$16.6B
$511 Million 0.31% of portfolio
16,287
Q4 2024 Reduced 4.99%
$27.5B
$514 Million 0.31% of portfolio
8,732
Q4 2024 Reduced 0.17%
$24.8B
$492 Million 0.3% of portfolio
4,184
Q4 2024 Reduced 2.33%
$144B
$502 Million 0.3% of portfolio
8,325
Q4 2024 Reduced 1.77%
$125B
$474 Million 0.29% of portfolio
1,621
Q2 2024 Reduced 3.4%
$20.4B
$479 Million 0.29% of portfolio
6,287
Q4 2024 Reduced 13.34%
$93.6B
$457 Million 0.28% of portfolio
2,265
Q4 2024 Reduced 7.17%
$268B
$463 Million 0.28% of portfolio
668
Q4 2024 New
-
$459 Million 0.28% of portfolio
-
Q4 2024 Reduced 7.1%
$61.2B
$468 Million 0.28% of portfolio
14,516
Q4 2024 Reduced 7.72%
$80.1B
$467 Million 0.28% of portfolio
3,615
Q4 2024 Reduced 19.34%
$30.3B
$443 Million 0.27% of portfolio
5,217
Q4 2024 Reduced 9.14%
$48.2B
$446 Million 0.27% of portfolio
2,890
Q4 2024 Reduced 7.22%
$14.3B
$448 Million 0.27% of portfolio
2,393
Q4 2024 Reduced 4.59%
$192B
$448 Million 0.27% of portfolio
1,274
Q4 2024 Added 14.88%
$1.73B
$434 Million 0.26% of portfolio
14,113
Q4 2024 Reduced 3.8%
$491B
$413 Million 0.25% of portfolio
3,843
Q4 2024 Reduced 22.8%
$782B
$406 Million 0.25% of portfolio
526
Q4 2024 Reduced 1.5%
$116B
$416 Million 0.25% of portfolio
856
Q4 2024 Added 0.59%
$411B
$397 Million 0.24% of portfolio
433
Q4 2024 Added 1.17%
$80B
$400 Million 0.24% of portfolio
3,176
Q4 2024 Reduced 9.82%
$72.8B
$378 Million 0.23% of portfolio
4,143
Q4 2024 Reduced 4.96%
$9.82B
$384 Million 0.23% of portfolio
9,180
Q4 2024 Reduced 10.34%
$4.55B
$354 Million 0.21% of portfolio
7,255
Q4 2024 Reduced 7.3%
$185B
$297 Million 0.18% of portfolio
518
Q4 2024 Reduced 4.95%
$242B
$304 Million 0.18% of portfolio
3,129
Q4 2024 Reduced 2.31%
$66.6B
$303 Million 0.18% of portfolio
1,701
Q4 2024 Reduced 26.01%
$1.33B
$278 Million 0.17% of portfolio
14,000
Q4 2024 Reduced 40.17%
$167B
$280 Million 0.17% of portfolio
2,315
Q4 2024 Added 1.09%
$4.06B
$273 Million 0.16% of portfolio
2,600
Q3 2024 New
$44.8B
$272 Million 0.16% of portfolio
3,373
Q4 2024 Reduced 6.82%
$57.8B
$264 Million 0.16% of portfolio
13,458
Q2 2024 Reduced 6.92%
$561B
$241 Million 0.15% of portfolio
763
Q4 2024 Added 1.6%
$28B
$256 Million 0.15% of portfolio
1,563
Q4 2024 Added 0.19%
$103B
$250 Million 0.15% of portfolio
1,413
Q4 2024 New
$64.9B
$239 Million 0.14% of portfolio
1,052
Q4 2024 New
$189B
$203 Million 0.12% of portfolio
5,071
Q4 2024 Reduced 17.73%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $166 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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