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
$15.5B
$935 Million 0.56% of portfolio
3,281
Q3 2023 Reduced 34.99%
$147B
$931 Million 0.56% of portfolio
2,197
Q4 2024 Reduced 5.02%
$244B
$910 Million 0.55% of portfolio
7,563
Q4 2024 Reduced 8.48%
$10.5B
$885 Million 0.53% of portfolio
10,438
Q4 2024 Reduced 7.72%
$306B
$884 Million 0.53% of portfolio
6,101
Q4 2024 Reduced 5.6%
$132B
$861 Million 0.52% of portfolio
8,099
Q4 2024 Reduced 8.48%
$0
$845 Million 0.51% of portfolio
4,745
Q4 2024 Reduced 16.3%
$264B
$850 Million 0.51% of portfolio
14,361
Q4 2024 Reduced 10.15%
$97.8B
$837 Million 0.51% of portfolio
10,163
Q4 2024 Reduced 10.21%
$26.9B
$827 Million 0.5% of portfolio
7,899
Q4 2024 Reduced 4.12%
$0
$827 Million 0.5% of portfolio
11,807
Q4 2024 Added 0.04%
$111B
$808 Million 0.49% of portfolio
4,685
Q4 2024 Reduced 3.52%
$15.2B
$802 Million 0.48% of portfolio
6,228
Q4 2024 Reduced 7.99%
$0
$797 Million 0.48% of portfolio
9,017
Q4 2022 New
$58.2B
$796 Million 0.48% of portfolio
20,765
Q4 2024 Reduced 8.17%
$15.7B
$785 Million 0.47% of portfolio
1,982
Q4 2024 Reduced 8.79%
$0
$767 Million 0.46% of portfolio
6,595
Q4 2024 Reduced 16.3%
$229B
$741 Million 0.45% of portfolio
2,557
Q4 2024 Reduced 10.44%
$21.8B
$717 Million 0.43% of portfolio
30,470
Q4 2024 Reduced 4.35%
$85.7B
$718 Million 0.43% of portfolio
8,414
Q4 2024 Reduced 8.8%
$11.2B
$706 Million 0.43% of portfolio
19,220
Q4 2024 Reduced 4.97%
$205B
$712 Million 0.43% of portfolio
8,276
Q4 2024 Added 5.28%
$144B
$694 Million 0.42% of portfolio
9,383
Q4 2024 Reduced 6.62%
$84.3B
$697 Million 0.42% of portfolio
16,436
Q4 2024 Reduced 10.34%
$1.48T
$659 Million 0.4% of portfolio
1,125
Q4 2024 Reduced 4.5%
$115B
$661 Million 0.4% of portfolio
1,993
Q4 2024 Reduced 2.59%
$142B
$656 Million 0.4% of portfolio
4,032
Q4 2024 Reduced 5.68%
$0
$667 Million 0.4% of portfolio
2,302
Q4 2024 Added 1.77%
$0
$645 Million 0.39% of portfolio
5,086
Q4 2022 New
$454B
$633 Million 0.38% of portfolio
3,796
Q4 2024 Reduced 1.22%
$202B
$631 Million 0.38% of portfolio
5,669
Q4 2024 Reduced 18.85%
Labcorp Holdings Inc
-
$615 Million 0.37% of portfolio
-
Q4 2024 Reduced 8.03%
$22.8B
$618 Million 0.37% of portfolio
37,980
Q4 2024 Reduced 11.0%
$309B
$589 Million 0.36% of portfolio
9,458
Q4 2024 Reduced 7.39%
$7B
$572 Million 0.35% of portfolio
54,685
Q4 2024 Reduced 3.27%
$232B
$552 Million 0.33% of portfolio
5,549
Q4 2024 Added 5.53%
$211B
$530 Million 0.32% of portfolio
1,019
Q4 2024 Added 1.7%
$0
$528 Million 0.32% of portfolio
16,790
Q4 2024 Reduced 1.85%
$0
$533 Million 0.32% of portfolio
11,136
Q4 2024 Reduced 38.83%
Canadian Pacific Kansas City
-
$509 Million 0.31% of portfolio
-
Q4 2024 Added 39.59%
$16.1B
$511 Million 0.31% of portfolio
16,287
Q4 2024 Reduced 4.99%
$27.2B
$514 Million 0.31% of portfolio
8,732
Q4 2024 Reduced 0.17%
$33.3B
$492 Million 0.3% of portfolio
4,184
Q4 2024 Reduced 2.33%
Gsk PLC
-
$490 Million 0.3% of portfolio
-
Q4 2024 Reduced 23.12%
$148B
$502 Million 0.3% of portfolio
8,325
Q4 2024 Reduced 1.77%
$94.9B
$497 Million 0.3% of portfolio
2,709
Q4 2024 Added 1.8%
$130B
$474 Million 0.29% of portfolio
1,621
Q2 2024 Reduced 3.4%
$20.7B
$479 Million 0.29% of portfolio
6,287
Q4 2024 Reduced 13.34%
$94.7B
$457 Million 0.28% of portfolio
2,265
Q4 2024 Reduced 7.17%

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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