Viawealth
AI_NATIVE detailed information: This accession holds the following tickers:[ "RF", "ARM", "SNOW", "ACN", null, "MMM", "ABBV", "KSS", "GOOGL", "ASML", "AVGO", "CP.TO", "COF", null, "HON", "HD", null, null, null, "MCD", null, "QCOM", "SCCO", "GSIT", "AMAT", "EMR", "META", null, null, "LHX", null, "MDT", "MSFT", "FIS", "HRL", "NVS", "BX", "IJR", "ANET", "ORCL", null, null, "PANW", "PYPL", "VGSH", "PGR", "UNH", "AAPL", "SPY", "NVDA", "GS", "ENB", "GEHC", "PG", "MRK", "VZ", "MGA", "MKC", "AMGN", "SHOP", "SLB", "GLD", null, "AMT", "TMO", "UBER", "UPS", "VNQ", "VO", "UHAL-B", "SOUN", "SCHW", "PNW", null, "LKQ", null, "VCIT", "VIG", "IWO", "GGG", "GSK", "ETR", "VTR", "AVY", "AMD", "WM", "IWP", "IWR", "NVO", "AMZN", "HBAN", "USB", "VUG", "VLO", "VEA", null, null, "VIOG", "V", "WMT", "WMB", "HI", "FCN", "SCHD", "ET", "LH", "SO", "TTD", "SON", "PSX", "CRM", null, "ADP", "BAC", "BRK-B", "BDX", "BA", "BAH", null, "BURL", "CASY", "CVX", "CB", "CHD", "CSCO", "KO", "COP", "COST", "CSX", "CW", "DELL", "DE", "FANG", "RSP", null, "IWM", "MDY", "DIS", "ETN", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 149
- Total Value
- 161994594
- Accession Number
- 0001085146-25-002728
- Form Type
- 13F-HR
- CIK
- viawealth
- Manager Name
- Viawealth
Data Enrichment
87% identified130 identified19 unidentified
Holdings
149 positions
Manager:
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74348A467
Shares:58.6K
Value:$6.0M
33739P103
Shares:78.8K
Value:$5.1M
464287242
Shares:22.1K
Value:$2.4M
25434V831
Shares:71.6K
Value:$2.4M
72201R866
Shares:43.1K
Value:$2.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
NVIDIA CORP(NVDAcusip67066G104) | 60.0K | All Managers (Combined) | $6.5M | ||
(cusip74348A467)✕ | 58.6K | All Managers (Combined) | $6.0M | ||
MICROSOFT CORP(MSFTcusip594918104) | 15.3K | QoQ +1.02% (-156)YoY +2.67% (-400) | All Managers (Combined) | $5.8M | |
69.8K | All Managers (Combined) | $5.7M | |||
(cusip33739P103)✕ | 78.8K | All Managers (Combined) | $5.1M | ||
53.3K | All Managers (Combined) | $4.5M | |||
24.4K | All Managers (Combined) | $4.2M | |||
8.0K | All Managers (Combined) | $4.2M | |||
Apple Inc.(AAPLcusip037833100) | 17.7K | QoQ -1.93% (-349)YoY -0.71% (-128) | All Managers (Combined) | $3.9M | |
110.2K | All Managers (Combined) | $3.1M | |||
AbbVie Inc.(ABBVcusip00287Y109) | 14.4K | QoQ -2.06% (-304)YoY +3.06% (+430) | All Managers (Combined) | $3.0M | |
AMAZON COM INC(AMZNcusip023135106) | 15.4K | All Managers (Combined) | $2.9M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 18.0K | All Managers (Combined) | $2.8M | ||
(cusip464287242)✕ | 22.1K | All Managers (Combined) | $2.4M | ||
(cusip25434V831)✕ | 71.6K | All Managers (Combined) | $2.4M | ||
7.6K | QoQ -0.35% (-27)YoY +0.06% (+5) | All Managers (Combined) | $2.4M | ||
55.3K | All Managers (Combined) | $2.3M | |||
4.2K | All Managers (Combined) | $2.2M | |||
(cusip72201R866)✕ | 43.1K | All Managers (Combined) | $2.2M | ||
20.8K | All Managers (Combined) | $2.2M |