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 6 of 8
921932828
Shares:4.4K
Value:$428.9K
808524870
Shares:15.9K
Value:$428.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walt Disney Co(DIScusip254687106) | 4.9K | All Managers (Combined) | $479.3K | ||
ELI LILLY & Co(LLYcusip532457108) | 570 | QoQ +8.36% (+44)YoY +11.76% (+60) | All Managers (Combined) | $470.8K | |
ASML HOLDING NV(ASMLcusipN07059210) | 707 | QoQ +5.83% (+39)YoY NEW(+707) | All Managers (Combined) | $468.5K | YoY NEW(+$468.5K) |
(cusip921932828)✕ | 4.4K | All Managers (Combined) | $428.9K | ||
(cusip808524870)✕ | 15.9K | QoQ NEW(+15.9K) YoY NEW(+15.9K) | All Managers (Combined) | $428.3K | QoQ NEW(+$428.3K) YoY NEW(+$428.3K) |
2.9K | All Managers (Combined) | $427.6K | |||
14.5K | QoQ 0.00% (-0)YoY -2.40% (-358) | All Managers (Combined) | $427.2K | ||
2.4K | QoQ 0.00% (-0)YoY -4.58% (-115) | All Managers (Combined) | $425.9K | ||
Accenture plc(ACNcusipG1151C101) | 1.3K | QoQ +2.59% (-33) | All Managers (Combined) | $407.8K | |
Snowflake Inc.(SNOWcusip833445109) | 2.8K | All Managers (Combined) | $406.3K | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 3.3K | All Managers (Combined) | $396.3K | ||
411 | QoQ -5.08% (-22)YoY -6.37% (-28) | All Managers (Combined) | $389.2K | ||
2.2K | All Managers (Combined) | $386.0K | |||
Broadcom Inc.(AVGOcusip11135F101) | 2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $383.8K | QoQ NEW(+$383.8K) YoY NEW(+$383.8K) |
4.1K | QoQ -0.94% (-39) | All Managers (Combined) | $383.5K | ||
6.4K | All Managers (Combined) | $377.1K | |||
9.6K | All Managers (Combined) | $372.9K | |||
2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $364.6K | YoY NEW(+$364.6K) | |
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $362.9K | QoQ NEW(+$362.9K) YoY NEW(+$362.9K) | |
1.7K | QoQ +5.58% (-91)YoY NEW(+1.7K) | All Managers (Combined) | $355.1K | YoY NEW(+$355.1K) |