VIAWEALTH, LLC
Q1 2025 13F Holdings
- Locationleawood, KS
- Num holdings
149
- Value ($000)
$161,995
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001965401
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.50M | 4 % | 59,956 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $5.98M | 4 % | 58,568 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.76M | 4 % | 15,336 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $5.71M | 4 % | 69,823 | ||
FTLS FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | $5.05M | 3 % | 78,818 | ||
GGG GRACO INC | COM | 384109104 | $4.45M | 3 % | 53,308 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $4.23M | 3 % | 24,408 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $4.19M | 3 % | 7,999 | ||
AAPL APPLE INC | COM | 037833100 | $3.93M | 2 % | 17,711 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $3.08M | 2 % | 110,211 |
Rows Per Page
10
- 10
- 50
- 100