VIAWEALTH, LLC

Q4 2024 13F Holdings

  • Location
    leawood, KS
  • Num holdings

    145

  • Value ($000)

    $165,633

  • Date Filed
    02/11/2025
  • Form type
    13F-HR
  • CIK
    0001965401
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$8.02M
5 %

59,712

MSFT
MSFT

MICROSOFT CORP

COM
$6.40M
4 %

15,180

NOBL
NOBL

PROSHARES TR

S&P 500 DV ARIST
$6.24M
4 %

62,714

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$4.92M
3 %

61,328

GGG
GGG

GRACO INC

COM
$4.64M
3 %

55,081

FTLS
FTLS

FIRST TR EXCH TRADED FD III

LNG/SHT EQUITY
$4.59M
3 %

69,709

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$4.55M
3 %

25,977

AAPL
AAPL

APPLE INC

COM
$4.52M
3 %

18,060

AMZN
AMZN

AMAZON COM INC

COM
$3.71M
2 %

16,902

UNH
UNH

UNITEDHEALTH GROUP INC

COM
$3.66M
2 %

7,242

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