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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$316B
$8.02 Billion 4.84% of portfolio
59,712
Q4 2024 Reduced 4.21%
$2.97T
$6.4 Billion 3.86% of portfolio
15,180
Q4 2024 Reduced 2.19%
$0
$6.24 Billion 3.77% of portfolio
62,714
Q4 2024 Added 5.67%
$0
$4.92 Billion 2.97% of portfolio
61,328
Q4 2024 Added 17.22%
$14.6B
$4.64 Billion 2.8% of portfolio
55,081
Q3 2024 Reduced 0.14%
$0
$4.59 Billion 2.77% of portfolio
69,709
Q4 2024 Added 13.63%
$0
$4.55 Billion 2.75% of portfolio
25,977
Q4 2024 Added 6.72%
$3.97T
$4.52 Billion 2.73% of portfolio
18,060
Q4 2024 Reduced 1.25%
$2.17T
$3.71 Billion 2.24% of portfolio
16,902
Q4 2024 Reduced 9.44%
$440B
$3.66 Billion 2.21% of portfolio
7,242
Q4 2024 Reduced 1.84%
$1.05T
$3.41 Billion 2.06% of portfolio
18,007
Q4 2024 Reduced 8.4%
$361B
$2.62 Billion 1.58% of portfolio
14,751
Q4 2024 Reduced 0.32%
$0
$2.61 Billion 1.58% of portfolio
24,448
Q3 2024 Added 1.01%
$0
$2.5 Billion 1.51% of portfolio
91,505
Q4 2024 Added 233.27%
$353B
$2.48 Billion 1.49% of portfolio
56,320
Q4 2024 Reduced 2.19%
$0
$2.43 Billion 1.47% of portfolio
71,902
Q4 2024 Reduced 3.84%
$0
$2.22 Billion 1.34% of portfolio
42,829
Q4 2024 Added 20.88%
$0
$2.08 Billion 1.25% of portfolio
35,725
Q4 2024 Reduced 12.82%
$68.2B
$2.02 Billion 1.22% of portfolio
42,325
Q4 2024 Reduced 2.39%
$650B
$1.99 Billion 1.2% of portfolio
4,395
Q4 2024 Reduced 7.88%
$169B
$1.98 Billion 1.19% of portfolio
7,594
Q4 2024 Added 0.88%
$0
$1.77 Billion 1.07% of portfolio
18,897
Q4 2024 Added 21.16%
$0
$1.72 Billion 1.04% of portfolio
6,504
Q4 2024 Reduced 1.16%
$306B
$1.71 Billion 1.03% of portfolio
5,111
Q4 2024 Added 8.61%
$143B
$1.66 Billion 1.0% of portfolio
7,329
Q4 2024 Added 3.93%
$403B
$1.57 Billion 0.95% of portfolio
4,035
Q4 2024 Reduced 7.13%
$0
$1.52 Billion 0.92% of portfolio
7,751
Q4 2024 Reduced 1.5%
$120B
$1.51 Billion 0.91% of portfolio
18,910
Q4 2024 Reduced 1.56%
$51.5B
$1.51 Billion 0.91% of portfolio
12,293
Q4 2024 Added 1.38%
$181B
$1.48 Billion 0.89% of portfolio
9,634
Q4 2024 Reduced 5.38%
$956B
$1.42 Billion 0.86% of portfolio
3,523
Q4 2024 Reduced 20.4%
$28.7B
$1.36 Billion 0.82% of portfolio
11,762
Q4 2024 Added 6.43%
$265B
$1.35 Billion 0.81% of portfolio
14,927
Q4 2024 Reduced 9.77%
Arista Networks Inc
-
$1.33 Billion 0.8% of portfolio
-
Q4 2024 New
$124B
$1.29 Billion 0.78% of portfolio
12,985
Q4 2024 Added 0.89%
$409B
$1.25 Billion 0.76% of portfolio
7,481
Q4 2024 Reduced 6.7%
$0
$1.27 Billion 0.76% of portfolio
14,124
Q4 2024 Reduced 7.6%
$17.4B
$1.25 Billion 0.75% of portfolio
16,460
Q4 2024 Added 70.48%
$755B
$1.19 Billion 0.72% of portfolio
4,977
Q4 2024 Reduced 9.8%
$0
$1.12 Billion 0.67% of portfolio
2,720
Q4 2024 Reduced 15.92%
$435B
$1.08 Billion 0.65% of portfolio
1,215
Q4 2024 Reduced 2.02%
$56.3B
$1.04 Billion 0.63% of portfolio
5,691
Q4 2024 Added 99.13%
$0
$1.04 Billion 0.63% of portfolio
4,718
Q1 2024 Added 66.6%
$115B
$1.04 Billion 0.63% of portfolio
3,748
Q4 2024 Reduced 8.56%
$163B
$1.03 Billion 0.62% of portfolio
4,296
Q2 2024 Reduced 3.37%
$12.1B
$1.02 Billion 0.62% of portfolio
2,874
Q4 2024 Reduced 11.51%
$70.8B
$978 Million 0.59% of portfolio
7,891
Q4 2024 Reduced 15.46%
$0
$966 Million 0.58% of portfolio
10,839
Q4 2024 Added 1.53%
$68.5B
$948 Million 0.57% of portfolio
17,520
Q4 2024 Reduced 27.04%

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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