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CIK: 0001965401
Total reported value
$198.8M
$198.8M
149 檔
16.8%
At the close of Q2 2025, Viawealth, LLC disclosed equity holdings valued at approximately $198.8M, spread across 149 reported holdings.
During Q2 2025, Viawealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, NOBL) accounted for 16.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.51% | +0.12% | -1.58% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.26% | +0.04% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 3.51% | -0.27% | +0.78% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.43% | -0.41% | +0.35% | |
| 5 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.76% | -1.01% | -10.69% | |
| 6 | GGG | Graco Inc | Stock-Industrials | 2.70% | -0.48% | -0.47% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.20% | +0.46% | -15.99% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.04% | +0.01% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.99% | +0.05% | -7.53% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.01% | -0.92% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | -0.10% | -11.87% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.55% | +0.07% | +0.34% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.51% | +0.17% | -4.45% | |
| 14 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.41% | -0.17% | +7.96% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | +0.44% | -7.28% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.34% | +0.09% | +0.12% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.30% | -0.07% | -24.77% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.23% | -0.15% | -14.22% | |
| 19 | AIRR | First Trust Rba American Ind | ETF-Other | 1.21% | +0.02% | +4.72% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.21% | +0.08% | -19.59% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.05% | -2.54% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.18% | -0.09% | -5.67% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.02% | -0.25% | +4.10% | |
| 24 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.02% | -0.17% | -8.00% | |
| 25 | USB | US Bancorp | Stock-Financials | 1.01% | +0.04% | -9.75% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.00% | +0.02% | -5.13% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 1.00% | -0.25% | +3.10% | |
| 28 | DELL | Dell Technologies -c | Stock-Tech | 0.94% | +0.29% | +3.49% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | -0.18% | +0.61% | |
| 30 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.90% | -0.09% | +68.37% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | — | +2.17% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.07% | -0.83% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | -0.72% | EXIT | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.85% | -0.29% | +6.75% | |
| 35 | ANET | Arista Networks Inc | Stock-Tech | 0.84% | +0.20% | +10.90% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.01% | -4.87% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.77% | -0.10% | -20.50% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.02% | +14.20% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | — | +91.79% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | -0.18% | -8.14% | |
| 41 | CW | Curtiss-wright CORP | Stock-Industrials | 0.72% | -0.01% | -5.25% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.11% | +6.87% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.70% | +0.02% | +1.09% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.12% | -11.55% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.06% | -0.84% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.54% | +4.14% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.65% | -0.26% | -7.83% | |
| 48 | PGR | Progressive CORP | Stock-Financials | 0.64% | +0.01% | -4.62% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.62% | +0.01% | -3.58% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.60% | -0.04% | -2.54% |
According to official SEC Form 13F filings, Viawealth, LLC reported a total U.S. public equity portfolio value of $198.8M across 149 disclosed positions in Q2 2025.
During Q2 2025, Viawealth, LLC's top holdings by market value included NVDA (5.5%)、MSFT (4.5%)、NOBL (3.5%). The largest single position, NVDA, represented 5.5% of total portfolio value.
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In Q2 2025, 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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