Viawealth, LLC Top Holdings and 13F Report (2025) About Viawealth, LLCInvestment ActivityViawealth, LLC has $165.63 million in total holdings as of December 31, 2024.Viawealth, LLC owns shares of 145 different stocks, but just 70 companies or ETFs make up 80% of its holdings.Approximately 5.23% of the portfolio was purchased this quarter.About 7.17% of the portfolio was sold this quarter.This quarter, Viawealth, LLC has purchased 150 new stocks and bought additional shares in 31 stocks.Viawealth, LLC sold shares of 94 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $8,018,714Microsoft $6,398,348ProShares S&P 500 Aristocrats ETF $6,243,198Vanguard Intermediate-Term Corporate Bond ETF $4,922,769Graco $4,642,768 Largest New Holdings this Quarter ARISTA NETWORKS INC $1,327,465 HoldingASML $462,977 HoldingFirst Trust Institutional Preferred Securities and Income ETF $338,170 HoldingBoeing $250,029 HoldingBecton, Dickinson and Company $238,667 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 64,048 shares (about $1.75M)ARISTA NETWORKS INC 12,010 shares (about $1.33M)Vanguard Intermediate-Term Corporate Bond ETF 9,009 shares (about $723.15K)First Trust Long/Short Equity ETF 8,362 shares (about $550.30K)Entergy 6,805 shares (about $515.96K) Largest Sales this Quarter Amazon.com 1,761 shares (about $386.35K)iShares Core S&P Small-Cap ETF 3,251 shares (about $374.57K)Tesla 903 shares (about $364.67K)NVIDIA 2,626 shares (about $352.65K)Williams Companies 6,493 shares (about $351.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofViawealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$8,018,714$352,645 ▼-4.2%59,7124.8%Computer and TechnologyMSFTMicrosoft$6,398,348$143,310 ▼-2.2%15,1803.9%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$6,243,198$334,887 ▲5.7%62,7143.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,922,769$723,148 ▲17.2%61,3283.0%ETFGGGGraco$4,642,7680.0%55,0812.8%Industrial ProductsFTLSFirst Trust Long/Short Equity ETF$4,587,547$550,303 ▲13.6%69,7092.8%ETFRSPInvesco S&P 500 Equal Weight ETF$4,552,032$286,506 ▲6.7%25,9772.7%ETFAAPLApple$4,522,473$57,345 ▼-1.3%18,0602.7%Computer and TechnologyAMZNAmazon.com$3,708,130$386,346 ▼-9.4%16,9022.2%Retail/WholesaleUNHUnitedHealth Group$3,663,655$68,801 ▼-1.8%7,2422.2%MedicalGOOGLAlphabet$3,408,725$312,534 ▼-8.4%18,0072.1%Computer and TechnologyABBVAbbVie$2,621,212$8,529 ▼-0.3%14,7511.6%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$2,611,9720.0%24,4481.6%FinanceSCHDSchwab US Dividend Equity ETF$2,499,915$1,749,790 ▲233.3%91,5051.5%ETFBACBank of America$2,475,281$55,377 ▼-2.2%56,3201.5%FinanceDUHPDimensional US High Profitability ETF$2,429,554$97,011 ▼-3.8%71,9021.5%ETFIJRiShares Core S&P Small-Cap ETF$2,388,347$374,573 ▼-13.6%20,7291.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,215,542$382,646 ▲20.9%42,8291.3%ETFVGSHVanguard Short-Term Treasury Index ETF$2,078,493$305,563 ▼-12.8%35,7251.3%ETFUSBU.S. Bancorp$2,024,383$49,647 ▼-2.4%42,3251.2%FinanceBRK.BBerkshire Hathaway$1,992,166$170,433 ▼-7.9%4,3951.2%FinanceAMGNAmgen$1,979,310$17,202 ▲0.9%7,5941.2%MedicalHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$1,770,230$309,137 ▲21.2%18,8971.1%ETFVOVanguard Mid-Cap ETF$1,717,933$20,074 ▼-1.2%6,5041.0%ETFCRMSalesforce$1,708,761$135,404 ▲8.6%5,1111.0%Computer and TechnologyHONHoneywell International$1,655,612$62,574 ▲3.9%7,3291.0%Multi-Sector ConglomeratesHDHome Depot$1,569,574$120,587 ▼-7.1%4,0350.9%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$1,517,863$23,108 ▼-1.5%7,7510.9%ETFMDTMedtronic$1,510,492$23,963 ▼-1.6%18,9100.9%MedicalVLOValero Energy$1,506,942$20,472 ▲1.4%12,2930.9%Oils/EnergyQCOMQUALCOMM$1,479,995$84,185 ▼-5.4%9,6340.9%Computer and TechnologyTSLATesla$1,422,728$364,667 ▼-20.4%3,5230.9%Auto/Tires/TrucksDELLDell Technologies$1,355,437$81,935 ▲6.4%11,7620.8%Computer and TechnologyWMTWalmart$1,348,659$146,006 ▼-9.8%14,9270.8%Retail/WholesaleARISTA NETWORKS INC$1,327,465$1,327,465 ▲New Holding12,0100.8%COM SHSCOPConocoPhillips$1,287,691$11,404 ▲0.9%12,9850.8%Oils/EnergyIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,265,909$104,148 ▼-7.6%14,1240.8%ETFPGProcter & Gamble$1,254,170$90,027 ▼-6.7%7,4810.8%Consumer StaplesETREntergy$1,247,997$515,955 ▲70.5%16,4600.8%UtilitiesJPMJPMorgan Chase & Co.$1,192,951$129,674 ▼-9.8%4,9770.7%FinanceVUGVanguard Growth ETF$1,116,367$211,371 ▼-15.9%2,7200.7%ETFNFLXNetflix$1,082,954$22,283 ▼-2.0%1,2150.7%Consumer DiscretionaryIWMiShares Russell 2000 ETF$1,042,4890.0%4,7180.6%FinanceCBChubb$1,035,572$96,981 ▼-8.6%3,7480.6%FinancePANWPalo Alto Networks$1,035,534$515,493 ▲99.1%5,6910.6%Computer and TechnologyPGRProgressive$1,029,3380.0%4,2960.6%FinanceCWCurtiss-Wright$1,019,896$132,721 ▼-11.5%2,8740.6%AerospaceEMREmerson Electric$977,891$178,824 ▼-15.5%7,8910.6%Industrial ProductsVNQVanguard Real Estate ETF$965,579$14,521 ▲1.5%10,8390.6%ETFWMBWilliams Companies$948,182$351,401 ▼-27.0%17,5200.6%Oils/EnergyBURLBurlington Stores$935,2820.0%3,2810.6%Retail/WholesaleDEDeere & Company$930,783$49,145 ▼-5.0%2,1970.6%Industrial ProductsPMPhilip Morris International$910,207$84,365 ▼-8.5%7,5630.5%Consumer StaplesPNWPinnacle West Capital$884,829$74,004 ▼-7.7%10,4380.5%UtilitiesCVXChevron$883,738$52,436 ▼-5.6%6,1010.5%Oils/EnergySHOPShopify$861,167$79,748 ▼-8.5%8,0990.5%Computer and TechnologyCSCOCisco Systems$850,171$96,082 ▼-10.2%14,3610.5%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$844,968$164,542 ▼-16.3%4,7450.5%ETFSOSouthern$836,618$95,162 ▼-10.2%10,1630.5%UtilitiesCHDChurch & Dwight$827,104$35,497 ▼-4.1%7,8990.5%Consumer StaplesSPLVInvesco S&P 500 Low Volatility ETF$826,513$350 ▲0.0%11,8070.5%ETFBXBlackstone$807,851$29,486 ▼-3.5%4,6850.5%FinanceBAHBooz Allen Hamilton$801,544$69,627 ▼-8.0%6,2280.5%Business ServicesIWRiShares Russell Mid-Cap ETF$797,1030.0%9,0170.5%ETFSLBSchlumberger$796,118$70,813 ▼-8.2%20,7650.5%Oils/EnergyMDYSPDR S&P MidCap 400 ETF Trust$786,0200.0%1,3800.5%ETFCASYCasey's General Stores$785,328$75,680 ▼-8.8%1,9820.5%Retail/WholesaleVIOGVanguard S&P Small-Cap 600 Growth ETF$767,026$149,335 ▼-16.3%6,5950.5%ETFMCDMcDonald's$741,249$86,387 ▼-10.4%2,5570.4%Retail/WholesalePYPLPayPal$718,135$69,304 ▼-8.8%8,4140.4%Computer and TechnologyRFRegions Financial$716,654$32,575 ▼-4.3%30,4700.4%FinanceNVONovo Nordisk A/S$711,902$35,698 ▲5.3%8,2760.4%MedicalLKQLKQ$706,335$36,934 ▼-5.0%19,2200.4%Auto/Tires/TrucksENBEnbridge$697,379$80,447 ▼-10.3%16,4360.4%Oils/EnergySCHWCharles Schwab$694,436$49,217 ▼-6.6%9,3830.4%FinanceVTIVanguard Total Stock Market ETF$667,189$11,593 ▲1.8%2,3020.4%ETFETNEaton$661,417$17,589 ▼-2.6%1,9930.4%Industrial ProductsMETAMeta Platforms$658,915$31,042 ▼-4.5%1,1250.4%Computer and TechnologyAMATApplied Materials$655,724$39,519 ▼-5.7%4,0320.4%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$644,6510.0%5,0860.4%ETFORCLOracle$632,620$7,833 ▼-1.2%3,7960.4%Computer and TechnologyDISWalt Disney$631,272$146,655 ▼-18.9%5,6690.4%Consumer DiscretionaryHBANHuntington Bancshares$617,933$76,355 ▼-11.0%37,9800.4%FinanceLABCORP HOLDINGS INC$614,578$53,661 ▼-8.0%2,6800.4%COM SHSKOCoca-Cola$588,857$47,006 ▼-7.4%9,4580.4%Consumer StaplesPARAParamount Global$572,002$19,320 ▼-3.3%54,6850.3%Consumer DiscretionaryMRKMerck & Co., Inc.$552,015$28,949 ▲5.5%5,5490.3%MedicalVEAVanguard FTSE Developed Markets ETF$532,541$338,003 ▼-38.8%11,1360.3%ETFTMOThermo Fisher Scientific$530,114$8,844 ▲1.7%1,0190.3%MedicalPFFiShares Preferred and Income Securities ETF$527,878$9,966 ▼-1.9%16,7900.3%ETFVTRVentas$514,239$883 ▼-0.2%8,7320.3%FinanceHRLHormel Foods$510,934$26,853 ▼-5.0%16,2870.3%Consumer StaplesCPCanadian Pacific Kansas City$509,340$144,451 ▲39.6%7,0380.3%TransportationUBERUber Technologies$502,164$9,048 ▼-1.8%8,3250.3%Computer and TechnologyAMTAmerican Tower$496,858$8,804 ▲1.8%2,7090.3%FinanceTTDTrade Desk$491,746$11,753 ▼-2.3%4,1840.3%Computer and TechnologyGSKGSK$490,052$147,354 ▼-23.1%14,4900.3%MedicalMKCMcCormick & Company, Incorporated$479,321$73,800 ▼-13.3%6,2870.3%Consumer StaplesADPAutomatic Data Processing$474,4090.0%1,6210.3%Business ServicesCSXCSX$468,431$39,176 ▼-7.7%14,5160.3%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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