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CIK: 0001965401
Total reported value
$198.8M
$198.8M
151 檔
14.2%
During the Q2 2024 filing period, Viawealth, LLC (CIK: 0001965401) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $198.8M across 151 reported positions.
During Q2 2024, Viawealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.69% | +0.12% | +830.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.13% | -0.26% | -0.16% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.43% | -0.27% | +2.64% | |
| 4 | GGG | Graco Inc | Stock-Industrials | 2.71% | -0.48% | — | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.53% | +0.44% | -3.19% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.33% | -0.41% | +17.44% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.05% | -1.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.27% | -0.10% | -0.38% | |
| 9 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.18% | -1.01% | +10.95% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | +0.01% | — | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.10% | +0.46% | +2.83% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.72% | -0.10% | -4.17% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.61% | +0.09% | +1.53% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.61% | -0.15% | +7.54% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.57% | +0.17% | +5.19% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.55% | +0.08% | -5.23% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.47% | -0.09% | +0.13% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | +0.07% | -2.65% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.05% | -2.21% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.27% | -0.07% | +0.33% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.27% | +0.07% | -10.19% | |
| 22 | VLO | Valero Energy CORP | Stock-Energy | 1.17% | -0.25% | -0.32% | |
| 23 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.13% | -0.17% | +15.59% | |
| 24 | USB | US Bancorp | Stock-Financials | 1.08% | +0.04% | -0.40% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.99% | +0.02% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.01% | -2.87% | |
| 27 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.91% | — | -1.89% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.88% | -0.18% | +0.09% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.87% | -0.25% | +13.37% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.06% | -4.56% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 0.82% | -0.72% | EXIT | |
| 32 | CB | Chubb Limited | Stock-Financials | 0.79% | -0.03% | -0.26% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.78% | +0.02% | -4.35% | |
| 34 | COP | Conocophillips | Stock-Energy | 0.77% | -0.26% | -0.43% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | — | -1.95% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.12% | -2.71% | |
| 37 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.73% | -0.05% | -1.04% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | — | +0.16% | |
| 39 | ANETEUR | Arista Networks Inc | Stock-Other | 0.70% | — | -4.46% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.69% | — | — | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.02% | -1.89% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.29% | +25.96% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | +0.51% | -0.54% | |
| 44 | ETR | Entergy CORP | Stock-Utilities | 0.64% | -0.05% | — | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.63% | -0.04% | -6.88% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.17% | +0.03% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.61% | +0.01% | -21.89% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | — | -0.81% | |
| 49 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.61% | -0.17% | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.02% | — |
According to official SEC Form 13F filings, Viawealth, LLC reported a total U.S. public equity portfolio value of $198.8M across 151 disclosed positions in Q2 2024.
During Q2 2024, Viawealth, LLC's top holdings by market value included NVDA (4.7%)、MSFT (4.1%)、NOBL (3.4%). The largest single position, NVDA, represented 4.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, NOBL) accounted for 14.2% of total reported equity market value during Q2 2024.
In Q2 2024, Viawealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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