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 3 of 8
72201R635
Shares:20.3K
Value:$909.7K
46138E354
Shares:11.3K
Value:$843.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.5K | All Managers (Combined) | $1.1M | |||
NETFLIX INC(NFLXcusip64110L106) | 1.1K | QoQ -5.76% (-70) | All Managers (Combined) | $1.1M | |
12.2K | All Managers (Combined) | $1.0M | |||
CHEVRON CORP(CVXcusip166764100) | 6.0K | QoQ -1.04% (-64)YoY -6.53% (-422) | All Managers (Combined) | $1.0M | |
DEERE & CO(DEcusip244199105) | 2.1K | QoQ -2.18% (-48) | All Managers (Combined) | $1.0M | |
10.4K | QoQ 0.00% (+0)YoY -7.71% (-873) | All Managers (Combined) | $994.2K | ||
16.6K | All Managers (Combined) | $991.8K | |||
2.7K | QoQ -2.09% (-57) | All Managers (Combined) | $987.4K | ||
12.5K | QoQ +4.28% (-515)YoY NEW(+12.5K) | All Managers (Combined) | $970.4K | YoY NEW(+$970.4K) | |
10.3K | QoQ -5.20% (-564)YoY -1.38% (-144) | All Managers (Combined) | $930.3K | ||
(cusip72201R635)✕ | 20.3K | QoQ NEW(+20.3K) YoY NEW(+20.3K) | All Managers (Combined) | $909.7K | QoQ NEW(+$909.7K) YoY NEW(+$909.7K) |
5.3K | All Managers (Combined) | $907.8K | |||
21.4K | All Managers (Combined) | $896.4K | |||
Tesla, Inc.(TSLAcusip88160R101) | 3.4K | All Managers (Combined) | $890.5K | ||
7.9K | QoQ 0.00% (+0)YoY -4.11% (-339) | All Managers (Combined) | $869.6K | ||
14.1K | All Managers (Combined) | $867.7K | |||
(cusip46138E354)✕ | 11.3K | QoQ -4.42% (-523)YoY -6.82% (-827) | All Managers (Combined) | $843.1K | |
2.6K | All Managers (Combined) | $839.8K | |||
19.2K | QoQ 0.00% (+0) | All Managers (Combined) | $817.6K | ||
7.4K | All Managers (Combined) | $812.9K |