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
$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%
$0
$491 Million 0.3% of portfolio
5,000
Q1 2024 Reduced 5.34%
$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%
$0
$396 Million 0.25% of portfolio
8,648
Q2 2024 Reduced 18.52%
$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
Canadian Pacific Kansas City
-
$385 Million 0.24% of portfolio
-
Q2 2023 New
Ge Healthcare Technologies I
-
$394 Million 0.24% of portfolio
-
Q2 2024 Reduced 8.57%
$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%
$11.2B
$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%
$0
$292 Million 0.18% of portfolio
3,409
Q2 2023 New
$197B
$290 Million 0.18% of portfolio
2,980
Q2 2024 Added 0.4%
$0
$282 Million 0.18% of portfolio
12,163
Q1 2024 New
$54.6B
$273 Million 0.17% of portfolio
3,620
Q3 2023 New
$0
$281 Million 0.17% of portfolio
5,731
Q2 2024 Reduced 32.0%
$0
$266 Million 0.17% of portfolio
489
Q1 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
$0
$262 Million 0.16% of portfolio
3,395
Q2 2024 Added 0.98%
$0
$254 Million 0.16% of portfolio
6,852
Q2 2024 Added 1.54%
$58.6B
$253 Million 0.16% of portfolio
1,791
Q2 2024 Added 0.11%
$0
$237 Million 0.15% of portfolio
6,760
Q2 2024 Reduced 13.41%
$4.99B
$244 Million 0.15% of portfolio
9,797
Q4 2022 New
$177B
$246 Million 0.15% of portfolio
543
Q2 2024 Added 0.18%
$36.7B
$243 Million 0.15% of portfolio
1,800
Q2 2024 Added 30.91%
$0
$243 Million 0.15% of portfolio
926
Q4 2022 New
$50.9B
$218 Million 0.14% of portfolio
13,458
Q2 2024 Reduced 6.92%
$0
$209 Million 0.13% of portfolio
924
Q2 2024 New
$40.6B
$143 Million 0.09% of portfolio
11,404
Q2 2024 Reduced 8.18%
$78.8M
$138 Million 0.09% of portfolio
52,150
Q2 2024 Added 123.34%

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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