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 8 of 8
46137V233
Shares:4.8K
Value:$222.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
926 | All Managers (Combined) | $236.6K | |||
Trade Desk, Inc.(TTDcusip88339J105) | 4.2K | QoQ +1.19% (-50)YoY -3.42% (-150) | All Managers (Combined) | $231.7K | |
4.9K | All Managers (Combined) | $224.2K | |||
(cusip46137V233)✕ | 4.8K | All Managers (Combined) | $222.3K | ||
Phillips 66(PSXcusip718546104) | 1.8K | QoQ 0.00% (+0)YoY +0.11% (-2) | All Managers (Combined) | $221.2K | |
2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $210.3K | YoY NEW(+$210.3K) | |
17.1K | All Managers (Combined) | $138.9K | |||
KOHLS Corp(KSScusip500255104) | 12.1K | All Managers (Combined) | $99.2K | ||
17.9K | All Managers (Combined) | $36.2K |