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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.8B
$883 Million 0.55% of portfolio
2,314
Q4 2022 New
$13.6B
$880 Million 0.55% of portfolio
3,248
Q2 2024 Reduced 2.87%
$122B
$887 Million 0.55% of portfolio
2,375
Q2 2024 Reduced 5.87%
$142B
$892 Million 0.55% of portfolio
4,296
Q2 2024 Reduced 3.37%
$0
$867 Million 0.54% of portfolio
7,866
Q1 2024 Reduced 0.86%
$0
$873 Million 0.54% of portfolio
10,419
Q1 2024 Reduced 1.67%
$9.89B
$864 Million 0.54% of portfolio
11,311
Q4 2023 Added 141.12%
$97.3B
$878 Million 0.54% of portfolio
11,319
Q4 2022 New
$108B
$867 Million 0.54% of portfolio
2,556
Q2 2024 Added 30.01%
$56.9B
$861 Million 0.53% of portfolio
18,255
Q2 2024 Added 0.11%
$24.4B
$854 Million 0.53% of portfolio
8,238
Q4 2022 New
$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%
Gsk PLC
-
$818 Million 0.51% of portfolio
-
Q2 2024 Reduced 4.47%
$16.9B
$787 Million 0.49% of portfolio
3,281
Q3 2023 Reduced 34.99%
$228B
$773 Million 0.48% of portfolio
16,263
Q3 2023 Reduced 3.4%
$0
$766 Million 0.48% of portfolio
11,795
Q2 2024 Reduced 2.61%
$214B
$721 Million 0.45% of portfolio
2,831
Q2 2024 Added 5.95%
$0
$731 Million 0.45% of portfolio
9,017
Q4 2022 New
$129B
$701 Million 0.43% of portfolio
9,516
Q1 2024 Reduced 22.98%
$173B
$680 Million 0.42% of portfolio
6,850
Q2 2024 Reduced 4.87%
$22.5B
$638 Million 0.4% of portfolio
31,855
Q1 2024 Added 3.54%
$285B
$650 Million 0.4% of portfolio
10,208
Q2 2024 Added 0.05%
$157B
$649 Million 0.4% of portfolio
8,925
Q2 2024 Reduced 3.51%
$266B
$645 Million 0.4% of portfolio
5,206
Q2 2024 Reduced 0.48%
$82.2B
$652 Million 0.4% of portfolio
18,332
Q2 2024 Added 51.23%
$137B
$632 Million 0.39% of portfolio
2,015
Q2 2024 Reduced 33.23%
$122B
$629 Million 0.39% of portfolio
5,081
Q2 2024 Reduced 9.32%
$2.18B
$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%
$0
$600 Million 0.37% of portfolio
2,242
Q2 2024 Added 20.34%
Labcorp Holdings Inc
-
$593 Million 0.37% of portfolio
-
Q2 2024 New
$22.7B
$596 Million 0.37% of portfolio
45,227
Q2 2024 Reduced 6.43%
$10.1B
$578 Million 0.36% of portfolio
13,909
Q2 2023 Reduced 0.18%
$0
$573 Million 0.36% of portfolio
18,156
Q2 2024 Reduced 19.2%
$6.6B
$587 Million 0.36% of portfolio
56,532
Q2 2024 Added 12.2%
$0
$561 Million 0.35% of portfolio
5,086
Q4 2022 New
$16.9B
$548 Million 0.34% of portfolio
2,508
Q2 2023 Added 8.2%
$0
$554 Million 0.34% of portfolio
11,510
Q2 2024 Added 45.51%
$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%
$95.2B
$524 Million 0.33% of portfolio
7,939
Q2 2024 Added 5.52%
$0
$511 Million 0.32% of portfolio
6,022
Q2 2024 Added 56.58%
$88.2B
$521 Million 0.32% of portfolio
2,440
Q4 2022 New
$16.7B
$522 Million 0.32% of portfolio
17,134
Q2 2024 Added 0.05%
$70.5B
$498 Million 0.31% of portfolio
14,874
Q3 2023 Reduced 0.17%
$90.5B
$507 Million 0.31% of portfolio
8,730
Q2 2024 Reduced 24.6%
$86.4B
$502 Million 0.31% of portfolio
4,659
Q2 2024 Reduced 1.23%

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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