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 Market Cap. of $200 Billions or more

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%
$527B
$4.09 Billion 2.53% of portfolio
8,024
Q2 2024 Reduced 3.19%
$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%
$1.96T
$3.46 Billion 2.14% of portfolio
17,891
Q1 2024 Reduced 1.5%
$356B
$2.53 Billion 1.57% of portfolio
14,745
Q2 2024 Added 5.19%
$340B
$2.27 Billion 1.41% of portfolio
56,966
Q2 2024 Reduced 2.65%
$587B
$2.25 Billion 1.4% of portfolio
5,539
Q2 2024 Reduced 2.21%
$402B
$1.51 Billion 0.93% of portfolio
4,373
Q2 2024 Reduced 2.87%
$394B
$1.32 Billion 0.82% of portfolio
7,996
Q2 2024 Reduced 4.56%
$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%
$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%
$335B
$840 Million 0.52% of portfolio
1,245
Q2 2024 Reduced 18.09%
$205B
$837 Million 0.52% of portfolio
8,264
Q1 2024 Reduced 6.45%
$228B
$773 Million 0.48% of portfolio
16,263
Q3 2023 Reduced 3.4%
$214B
$721 Million 0.45% of portfolio
2,831
Q2 2024 Added 5.95%
$285B
$650 Million 0.4% of portfolio
10,208
Q2 2024 Added 0.05%
$266B
$645 Million 0.4% of portfolio
5,206
Q2 2024 Reduced 0.48%
$1.27T
$595 Million 0.37% of portfolio
1,180
Q2 2024 Added 0.94%
$471B
$542 Million 0.34% of portfolio
3,840
Q2 2024 Added 10.09%
$216B
$549 Million 0.34% of portfolio
992
Q1 2024 Reduced 21.7%
$487B
$487 Million 0.3% of portfolio
4,233
Q2 2024 Added 1.2%
$805B
$446 Million 0.28% of portfolio
493
Q2 2024 Reduced 3.33%
$389B
$373 Million 0.23% of portfolio
439
Q1 2024 Added 0.23%
$236B
$341 Million 0.21% of portfolio
3,203
Q2 2024 Added 6.13%
$218B
$330 Million 0.2% of portfolio
1,089
Q2 2024 Added 20.87%

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