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 Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$316B	$8.02 Billion 4.84% of portfolio	59,712	Q4 2024 Reduced 4.21%
MSFT Microsoft Corp Technology	$2.97T	$6.4 Billion 3.86% of portfolio	15,180	Q4 2024 Reduced 2.19%
AAPL Apple Inc. Technology	$3.97T	$4.52 Billion 2.73% of portfolio	18,060	Q4 2024 Reduced 1.25%
AMZN Amazon Com Inc Consumer Cyclical	$2.17T	$3.71 Billion 2.24% of portfolio	16,902	Q4 2024 Reduced 9.44%
UNH Unitedhealth Group Inc Healthcare	$440B	$3.66 Billion 2.21% of portfolio	7,242	Q4 2024 Reduced 1.84%
GOOGL Alphabet Inc. Communication Services	$1.05T	$3.41 Billion 2.06% of portfolio	18,007	Q4 2024 Reduced 8.4%
ABBV Abb Vie Inc. Healthcare	$361B	$2.62 Billion 1.58% of portfolio	14,751	Q4 2024 Reduced 0.32%
BAC Bank Of America Corp Financial Services	$353B	$2.48 Billion 1.49% of portfolio	56,320	Q4 2024 Reduced 2.19%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$650B	$1.99 Billion 1.2% of portfolio	4,395	Q4 2024 Reduced 7.88%
CRM Salesforce, Inc. Technology	$306B	$1.71 Billion 1.03% of portfolio	5,111	Q4 2024 Added 8.61%
HD Home Depot, Inc. Consumer Cyclical	$403B	$1.57 Billion 0.95% of portfolio	4,035	Q4 2024 Reduced 7.13%
TSLA Tesla, Inc. Consumer Cyclical	$956B	$1.42 Billion 0.86% of portfolio	3,523	Q4 2024 Reduced 20.4%
WMT Walmart Inc. Consumer Defensive	$265B	$1.35 Billion 0.81% of portfolio	14,927	Q4 2024 Reduced 9.77%
PG Procter & Gamble CO Consumer Defensive	$409B	$1.25 Billion 0.76% of portfolio	7,481	Q4 2024 Reduced 6.7%
JPM Jpmorgan Chase & CO Financial Services	$755B	$1.19 Billion 0.72% of portfolio	4,977	Q4 2024 Reduced 9.8%
NFLX Netflix Inc Communication Services	$435B	$1.08 Billion 0.65% of portfolio	1,215	Q4 2024 Reduced 2.02%
PM Philip Morris International Inc. Consumer Defensive	$244B	$910 Million 0.55% of portfolio	7,563	Q4 2024 Reduced 8.48%
CVX Chevron Corp Energy	$306B	$884 Million 0.53% of portfolio	6,101	Q4 2024 Reduced 5.6%
CSCO Cisco Systems, Inc. Technology	$264B	$850 Million 0.51% of portfolio	14,361	Q4 2024 Reduced 10.15%
MCD Mcdonalds Corp Consumer Cyclical	$229B	$741 Million 0.45% of portfolio	2,557	Q4 2024 Reduced 10.44%
NVO Novo Nordisk A S Healthcare	$205B	$712 Million 0.43% of portfolio	8,276	Q4 2024 Added 5.28%
META Meta Platforms, Inc. Communication Services	$1.48T	$659 Million 0.4% of portfolio	1,125	Q4 2024 Reduced 4.5%
ORCL Oracle Corp Technology	$454B	$633 Million 0.38% of portfolio	3,796	Q4 2024 Reduced 1.22%
DIS Walt Disney CO Communication Services	$202B	$631 Million 0.38% of portfolio	5,669	Q4 2024 Reduced 18.85%
KO Coca Cola CO Consumer Defensive	$309B	$589 Million 0.36% of portfolio	9,458	Q4 2024 Reduced 7.39%
MRK Merck & Co., Inc. Healthcare	$232B	$552 Million 0.33% of portfolio	5,549	Q4 2024 Added 5.53%
TMO Thermo Fisher Scientific Inc. Healthcare	$211B	$530 Million 0.32% of portfolio	1,019	Q4 2024 Added 1.7%
ASML Asml Holding Nv Technology	$290B	$463 Million 0.28% of portfolio	668	Q4 2024 New
ACN Accenture PLC Technology	$229B	$448 Million 0.27% of portfolio	1,274	Q4 2024 Added 14.88%
XOM Exxon Mobil Corp Energy	$457B	$413 Million 0.25% of portfolio	3,843	Q4 2024 Reduced 22.8%
LLY Eli Lilly & CO Healthcare	$857B	$406 Million 0.25% of portfolio	526	Q4 2024 Reduced 1.5%
COST Costco Wholesale Corp Consumer Defensive	$467B	$397 Million 0.24% of portfolio	433	Q4 2024 Added 1.17%
GS Goldman Sachs Group Inc Financial Services	$210B	$297 Million 0.18% of portfolio	518	Q4 2024 Reduced 4.95%
NVS Novartis Ag Healthcare	$236B	$304 Million 0.18% of portfolio	3,129	Q4 2024 Reduced 2.31%
V Visa Inc. Financial Services	$576B	$241 Million 0.15% of portfolio	763	Q4 2024 Added 1.6%

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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