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 7 of 8
464288687
Shares:11.3K
Value:$348.4K
464288695
Shares:4.2K
Value:$345.2K
852234103
Shares:6.1K
Value:$332.3K
81369Y852
Shares:3.4K
Value:$328.8K
33739P855
Shares:15.2K
Value:$284.3K
92206C409
Shares:3.6K
Value:$283.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
NOVARTIS AG(NVScusip66987V109) | 3.1K | QoQ 0.00% (+0)YoY +3.67% (+111) | All Managers (Combined) | $348.8K | |
(cusip464288687)✕ | 11.3K | All Managers (Combined) | $348.4K | ||
(cusip464288695)✕ | 4.2K | All Managers (Combined) | $345.2K | ||
Hillenbrand, Inc.(HIcusip431571108) | 14.1K | QoQ 0.00% (-0) | All Managers (Combined) | $340.7K | |
(cusip852234103)✕ | 6.1K | All Managers (Combined) | $332.3K | ||
(cusip81369Y852)✕ | 3.4K | All Managers (Combined) | $328.8K | ||
6.9K | QoQ -4.89% (-355)YoY +1.98% (-134) | All Managers (Combined) | $326.0K | ||
561 | QoQ +14.72% (+72)YoY +14.72% (+72) | All Managers (Combined) | $313.8K | ||
9.2K | QoQ 0.00% (-0) | All Managers (Combined) | $312.0K | ||
2.6K | All Managers (Combined) | $288.8K | |||
528 | QoQ +1.93% (-10)YoY -2.58% (-14) | All Managers (Combined) | $288.4K | ||
(cusip33739P855)✕ | 15.2K | YoY NEW(+15.2K) | All Managers (Combined) | $284.3K | YoY NEW(+$284.3K) |
(cusip92206C409)✕ | 3.6K | QoQ +0.67% (+24)YoY +6.87% (+231) | All Managers (Combined) | $283.6K | |
1.7K | QoQ +6.84% (+107)YoY +7.95% (-123) | All Managers (Combined) | $266.9K | ||
2.5K | QoQ +9.07% (-210)YoY NEW(+2.5K) | All Managers (Combined) | $259.4K | YoY NEW(+$259.4K) | |
736 | QoQ -3.53% (-27)YoY +1.51% (+11) | All Managers (Combined) | $257.9K | ||
3.1K | All Managers (Combined) | $253.9K | |||
13.5K | QoQ 0.00% (-0) | All Managers (Combined) | $250.2K | ||
1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $241.0K | QoQ NEW(+$241.0K) YoY NEW(+$241.0K) | |
1.1K | QoQ 0.00% (+0)YoY NEW(+1.1K) | All Managers (Combined) | $241.0K | YoY NEW(+$241.0K) |