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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$649 Million 0.4% of portfolio
8,925
Q2 2024 Reduced 3.51%
$259B
$645 Million 0.4% of portfolio
5,206
Q2 2024 Reduced 0.48%
$81.8B
$652 Million 0.4% of portfolio
18,332
Q2 2024 Added 51.23%
$132B
$632 Million 0.39% of portfolio
2,015
Q2 2024 Reduced 33.23%
$119B
$629 Million 0.39% of portfolio
5,081
Q2 2024 Reduced 9.32%
$2.16B
$610 Million 0.38% of portfolio
26,543
Q2 2024 Reduced 5.41%
$99.4B
$607 Million 0.38% of portfolio
3,121
Q2 2024 Added 2.56%
$1.27T
$595 Million 0.37% of portfolio
1,180
Q2 2024 Added 0.94%
$22.5B
$596 Million 0.37% of portfolio
45,227
Q2 2024 Reduced 6.43%
$9.94B
$578 Million 0.36% of portfolio
13,909
Q2 2023 Reduced 0.18%
$6.6B
$587 Million 0.36% of portfolio
56,532
Q2 2024 Added 12.2%
$16.8B
$548 Million 0.34% of portfolio
2,508
Q2 2023 Added 8.2%
$453B
$542 Million 0.34% of portfolio
3,840
Q2 2024 Added 10.09%
$214B
$549 Million 0.34% of portfolio
992
Q1 2024 Reduced 21.7%
$93.1B
$524 Million 0.33% of portfolio
7,939
Q2 2024 Added 5.52%
$88.6B
$521 Million 0.32% of portfolio
2,440
Q4 2022 New
$70.7B
$498 Million 0.31% of portfolio
14,874
Q3 2023 Reduced 0.17%
$91.7B
$507 Million 0.31% of portfolio
8,730
Q2 2024 Reduced 24.6%
$84.7B
$502 Million 0.31% of portfolio
4,659
Q2 2024 Reduced 1.23%
$487B
$487 Million 0.3% of portfolio
4,233
Q2 2024 Added 1.2%
$97.8B
$482 Million 0.3% of portfolio
3,522
Q2 2024 Added 6.44%
$1.94B
$468 Million 0.29% of portfolio
11,696
Q1 2024 Added 22.38%
-
$463 Million 0.29% of portfolio
-
Q1 2024 Added 7.76%
$26.2B
$446 Million 0.28% of portfolio
8,705
Q2 2024 New
$71B
$447 Million 0.28% of portfolio
4,375
Q2 2024 Reduced 6.48%
$788B
$446 Million 0.28% of portfolio
493
Q2 2024 Reduced 3.33%
$11.4B
$429 Million 0.27% of portfolio
10,239
Q1 2024 Reduced 2.57%
$19.6B
$440 Million 0.27% of portfolio
6,207
Q4 2023 Added 0.65%
$53.4B
$418 Million 0.26% of portfolio
4,284
Q2 2024 Reduced 2.28%
$5.12B
$397 Million 0.25% of portfolio
7,826
Q2 2024 Added 15.67%
$143B
$396 Million 0.25% of portfolio
847
Q2 2024 Added 1.32%
$5.41B
$401 Million 0.25% of portfolio
2,200
Q2 2024 Reduced 3.3%
$32B
$380 Million 0.24% of portfolio
2,756
Q2 2024 New
$25.3B
$382 Million 0.24% of portfolio
8,060
Q2 2024 Reduced 38.53%
$120B
$387 Million 0.24% of portfolio
1,621
Q2 2024 Reduced 3.4%
$38.3B
$365 Million 0.23% of portfolio
5,667
Q2 2024 Reduced 4.63%
$387B
$373 Million 0.23% of portfolio
439
Q1 2024 Added 0.23%
$10.9B
$372 Million 0.23% of portfolio
4,159
Q2 2024 Added 0.02%
$11.1B
$360 Million 0.22% of portfolio
3,767
Q2 2024 Added 1.98%
$233B
$341 Million 0.21% of portfolio
3,203
Q2 2024 Added 6.13%
$177B
$334 Million 0.21% of portfolio
8,106
Q2 2024 Reduced 24.43%
$62.5B
$318 Million 0.2% of portfolio
2,295
Q2 2024 Added 0.26%
$217B
$330 Million 0.2% of portfolio
1,089
Q2 2024 Added 20.87%
$31.4B
$311 Million 0.19% of portfolio
1,553
Q2 2024 Added 0.39%
$9.24B
$313 Million 0.19% of portfolio
10,832
Q2 2024 Reduced 13.8%
$197B
$290 Million 0.18% of portfolio
2,980
Q2 2024 Added 0.4%
$54.6B
$273 Million 0.17% of portfolio
3,620
Q3 2023 New
$12.8B
$264 Million 0.16% of portfolio
2,991
Q2 2024 Reduced 22.93%
$88.4B
$255 Million 0.16% of portfolio
8,225
Q2 2024 New

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
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