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CIK: 0001965401
Total reported value
$198.8M
$198.8M
150 檔
15.0%
According to the latest 13F quarterly dataset, Viawealth, LLC managed an equity portfolio of $198.8M at the end of Q3 2024, spanning 150 distinct U.S. exchange-listed positions.
During Q3 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 | 4.41% | +0.12% | +1.91% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.89% | -0.26% | +4.08% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.69% | -0.27% | +3.10% | |
| 4 | GGG | Graco Inc | Stock-Industrials | 2.81% | -0.48% | -0.14% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.55% | -0.41% | +11.41% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.54% | +0.46% | +18.16% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.51% | +0.44% | -8.05% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.48% | +0.05% | +3.69% | |
| 9 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.27% | -1.01% | +9.18% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.01% | +4.32% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.90% | -0.10% | -2.34% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.70% | +0.17% | +0.37% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.63% | +0.09% | -1.58% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.61% | -0.15% | +1.01% | |
| 15 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.48% | +0.08% | -4.26% | |
| 16 | AMGN | Amgen Inc | Stock-Healthcare | 1.41% | -0.09% | -0.58% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.41% | -0.10% | -14.49% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.35% | -0.07% | +3.90% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.33% | +0.07% | +1.08% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.05% | -13.87% | |
| 21 | USB | US Bancorp | Stock-Financials | 1.16% | +0.04% | -1.12% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.09% | -0.17% | +1.63% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.01% | -0.64% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.01% | +0.02% | -0.62% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | +0.07% | -1.11% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 1.01% | -0.25% | +7.65% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 0.95% | -0.25% | +0.81% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.91% | -0.18% | +1.38% | |
| 29 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.87% | -0.17% | +47.75% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.85% | -0.72% | EXIT | |
| 31 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.81% | — | +3.81% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.06% | +0.28% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.79% | -0.26% | +17.99% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.12% | -7.41% | |
| 35 | DELL | Dell Technologies -c | Stock-Tech | 0.76% | +0.29% | +239.40% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.75% | -0.29% | +14.11% | |
| 37 | ETR | Entergy CORP | Stock-Utilities | 0.74% | -0.05% | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.02% | -3.89% | |
| 39 | ANETEUR | Arista Networks Inc | Stock-Other | 0.72% | — | — | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.69% | -0.03% | -17.44% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | -7.82% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.02% | -18.91% | |
| 43 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.64% | -0.05% | -11.91% | |
| 44 | WMB | Williams Cos Inc | Stock-Energy | 0.64% | -0.04% | — | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.64% | +0.01% | — | |
| 46 | CW | Curtiss-wright CORP | Stock-Industrials | 0.62% | -0.01% | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.02% | — | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.61% | -0.01% | +2.47% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | — | +4.26% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.59% | -0.04% | — |
According to official SEC Form 13F filings, Viawealth, LLC reported a total U.S. public equity portfolio value of $198.8M across 150 disclosed positions in Q3 2024.
During Q3 2024, Viawealth, LLC's top holdings by market value included NVDA (4.4%)、MSFT (3.9%)、NOBL (3.7%). The largest single position, NVDA, represented 4.4% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, NOBL) accounted for 15.0% of total reported equity market value during Q3 2024.
In Q3 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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