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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Page 2 of 8
72201R783
Shares:19.7K
Value:$1.8M
33738R704
Shares:24.0K
Value:$1.6M
464288851
Shares:13.1K
Value:$1.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip72201R783)✕ | 19.7K | QoQ +4.27% (+808)YoY NEW(+19.7K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) |
US BANCORP \DE\(USBcusip902973304) | 41.9K | All Managers (Combined) | $1.8M | ||
Medtronic plc(MDTcusipG5960L103) | 19.0K | All Managers (Combined) | $1.7M | ||
6.4K | QoQ -1.95% (-127)YoY -3.68% (-244) | All Managers (Combined) | $1.6M | ||
(cusip33738R704)✕ | 24.0K | QoQ NEW(+24.0K) YoY NEW(+24.0K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
27.9K | All Managers (Combined) | $1.6M | |||
12.2K | QoQ -0.80% (-99)YoY +1.04% (-126) | All Managers (Combined) | $1.6M | ||
HOME DEPOT, INC.(HDcusip437076102) | 3.9K | QoQ -2.32% (-94) | All Managers (Combined) | $1.4M | |
6.8K | All Managers (Combined) | $1.4M | |||
QUALCOMM INC/DE(QCOMcusip747525103) | 9.3K | All Managers (Combined) | $1.4M | ||
CONOCOPHILLIPS(COPcusip20825C104) | 13.3K | All Managers (Combined) | $1.4M | ||
Salesforce, Inc.(CRMcusip79466L302) | 4.9K | All Managers (Combined) | $1.3M | ||
6.5K | All Managers (Combined) | $1.3M | |||
7.3K | All Managers (Combined) | $1.2M | |||
(cusip464288851)✕ | 13.1K | All Managers (Combined) | $1.2M | ||
5.0K | QoQ +0.10% (+5) | All Managers (Combined) | $1.2M | ||
4.2K | QoQ -1.32% (-57)YoY -4.65% (-207) | All Managers (Combined) | $1.2M | ||
Walmart Inc.(WMTcusip931142103) | 13.6K | All Managers (Combined) | $1.2M | ||
12.5K | QoQ +6.38% (-751)YoY NEW(+12.5K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
6.8K | All Managers (Combined) | $1.1M |