Viawealth, LLC Reduced Holdings in Q2 2024

Viawealth, LLC

  • $161 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-1K
- 33.23%
$303.02 - $340.89 $304K - $342K
2.02K $632M
DVN
Devon Energy Corp

Energy
-5.05K
- 38.53%
$45.56 - $54.51 $230K - $275K
8.06K $382M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.85K
- 24.6%
$58.03 - $67.92 $165K - $193K
8.73K $507M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.63K
- 21.89%
$154.56 - $173.19 $251K - $281K
5.8K $990M
USB
Us Bancorp \De\

Financial Services
-176
- 0.4%
$38.45 - $43.95 $6.77K - $7.74K
43.9K $1.74B
HD
Home Depot, Inc.

Consumer Cyclical
-129
- 2.87%
$325.1 - $368.03 $41.9K - $47.5K
4.37K $1.51B
KSS
Kohls Corp

Consumer Cyclical
-1.52K
- 5.41%
$21.02 - $29.35 $31.9K - $44.6K
26.5K $610M
DIS
Walt Disney CO

Communication Services
-351
- 4.87%
$99.29 - $122.82 $34.9K - $43.1K
6.85K $680M
VLO
Valero Energy Corp

Energy
-39
- 0.32%
$148.38 - $183.39 $5.79K - $7.15K
12K $1.89B
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.32K
- 19.2%
$30.65 - $32.13 $132K - $139K
18.2K $573M
COP
Conocophillips

Energy
-47
- 0.43%
$109.39 - $133.52 $5.14K - $6.28K
10.9K $1.25B
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.7K
- 32.0%
$45.75 - $51.19 $123K - $138K
5.73K $281M
IEO
Ishares Tr

ETFs
-283
- 1.89%
$96.41 - $111.94 $27.3K - $31.7K
14.7K $1.47B
SQ
Block, Inc.

Technology
-275
- 4.63%
$61.9 - $81.46 $17K - $22.4K
5.67K $365M
Gsk PLC
-994
- 4.47%
N/A
21.2K $818M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-125
- 2.21%
$396.73 - $420.24 $49.6K - $52.5K
5.54K $2.25B
VGSH
Vanguard

ETFs
-2.09K
- 4.17%
$57.55 - $58.0 $120K - $121K
47.9K $2.78B
VZ
Verizon Communications Inc

Communication Services
-2.62K
- 24.43%
$38.6 - $42.84 $101K - $112K
8.11K $334M
Ge Healthcare Technologies I
-474
- 8.57%
N/A
5.05K $394M
BX
Blackstone Inc.

Financial Services
-522
- 9.32%
$116.13 - $132.0 $60.6K - $68.9K
5.08K $629M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-4.31K
- 5.23%
$29.72 - $32.4 $128K - $140K
78.1K $2.5B
MOS
Mosaic CO

Basic Materials
-1.73K
- 13.8%
$26.9 - $33.31 $46.6K - $57.8K
10.8K $313M
NFLX
Netflix Inc

Communication Services
-275
- 18.09%
$550.64 - $686.12 $151K - $189K
1.25K $840M
HBAN
Huntington Bancshares Inc

Financial Services
-3.11K
- 6.43%
$12.34 - $14.26 $38.4K - $44.3K
45.2K $596M
UBER
Uber Technologies, Inc

Technology
-325
- 3.51%
$63.52 - $77.16 $20.6K - $25.1K
8.93K $649M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.97K
- 18.52%
$39.84 - $46.12 $78.3K - $90.7K
8.65K $396M
MMM
3 M CO

Industrials
-303
- 6.48%
$90.54 - $105.26 $27.4K - $31.9K
4.38K $447M
MRK
Merck & Co., Inc.

Healthcare
-25
- 0.48%
$123.8 - $132.96 $3.1K - $3.32K
5.21K $645M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.05K
- 13.41%
$34.19 - $36.51 $35.8K - $38.2K
6.76K $237M
PG
Procter & Gamble CO

Consumer Defensive
-382
- 4.56%
$155.33 - $168.56 $59.3K - $64.4K
8K $1.32B
EMR
Emerson Electric CO

Industrials
-73
- 0.81%
$105.97 - $115.59 $7.74K - $8.44K
8.95K $986M
ADP
Automatic Data Processing Inc

Industrials
-57
- 3.4%
$237.3 - $254.02 $13.5K - $14.5K
1.62K $387M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-890
- 22.93%
$67.89 - $89.5 $60.4K - $79.7K
2.99K $264M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-316
- 2.61%
$62.61 - $66.18 $19.8K - $20.9K
11.8K $766M
PGR
Progressive Corp

Financial Services
-150
- 3.37%
$202.26 - $215.9 $30.3K - $32.4K
4.3K $892M
CB
Chubb LTD

Financial Services
-13
- 0.26%
$243.01 - $274.28 $3.16K - $3.57K
4.97K $1.27B
F
Ford Motor CO

Consumer Cyclical
-1.02K
- 8.18%
$11.56 - $13.65 $11.7K - $13.9K
11.4K $143M
UNH
Unitedhealth Group Inc

Healthcare
-264
- 3.19%
$439.2 - $524.63 $116K - $139K
8.02K $4.09B
JPM
Jpmorgan Chase & CO

Financial Services
-119
- 1.95%
$180.08 - $204.79 $21.4K - $24.4K
5.99K $1.21B
ET
Energy Transfer LP

Energy
-1K
- 6.92%
$15.1 - $16.25 $15.1K - $16.3K
13.5K $218M
SCCO
Southern Copper Corp

Basic Materials
-58
- 1.23%
$105.26 - $129.26 $6.11K - $7.5K
4.66K $502M
WMB
Williams Companies, Inc.

Energy
-1.77K
- 6.88%
$37.58 - $43.11 $66.6K - $76.4K
24K $1.02B
CW
Curtiss Wright Corp

Industrials
-96
- 2.87%
$247.08 - $285.21 $23.7K - $27.4K
3.25K $880M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-81
- 1.04%
$139.51 - $158.51 $11.3K - $12.8K
7.68K $1.18B
TTD
Trade Desk, Inc.

Technology
-100
- 2.28%
$77.3 - $99.25 $7.73K - $9.93K
4.28K $418M
BAC
Bank Of America Corp

Financial Services
-1.55K
- 2.65%
$34.68 - $40.02 $53.9K - $62.2K
57K $2.27B
VUG
Vanguard Growth ETF

ETFs
-153
- 4.35%
$322.46 - $377.11 $49.3K - $57.7K
3.37K $1.26B
LLY
Eli Lilly & CO

Healthcare
-17
- 3.33%
$724.87 - $909.04 $12.3K - $15.5K
493 $446M
AVAV
Aero Vironment Inc

Industrials
-75
- 3.3%
$145.85 - $219.31 $10.9K - $16.4K
2.2K $401M
Activity Summary
Buys All Purchases 55 New Holdings 6 Increased Positions 49 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 1 Puts 1
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