VIAWEALTH, LLC 13F Holdings
CIK 0001965401
As of Sep 30, 2025, VIAWEALTH, LLC reported 157 positions worth
CIK 0001965401
As of Sep 30, 2025, VIAWEALTH, LLC reported 157 positions worth
83.1M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 58,867 | 1.0M | 6.00% |
| MICROSOFT CORP | MSFT | Technology | 15,706 | $8.1M | 4.44% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 60,386 | $6.2M | 3.40% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 68,080 | $5.7M | 3.13% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 93,900 | $4.8M | 2.60% |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | — | 66,409 | $4.6M | 2.54% |
| GRACO INC | GGG | Industrials | 53,195 | $4.5M | 2.47% |
| APPLE INC | AAPL | Technology | 17,475 | $4.4M | 2.43% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 20,401 | $3.9M | 2.11% |
| ALPHABET INC | GOOGL | Equity | 15,298 | $3.7M | 2.03% |
| AMAZON.COM INC | AMZN | Equity | 15,855 | $3.5M | 1.90% |
| ABBVIE INC | ABBV | Equity | 14,018 | $3.2M | 1.77% |
| BANK OF AMERICA CORP | BAC | Financial Services | 56,144 | $2.9M | 1.58% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 50,087 | $2.6M | 1.43% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 7,337 | $2.5M | 1.38% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 20,690 | $2.5M | 1.34% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 23,625 | $2.3M | 1.25% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 57,378 | $2.2M | 1.18% |
| VALERO ENERGY CORP | VLO | Energy | 12,560 | $2.1M | 1.17% |
| AMGEN INC | AMGN | Healthcare | 7,168 | $2.0M | 1.10% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,019 | $2.0M | 1.10% |
| ARISTA NETWORKS INC | ANET | Technology | 13,597 | $2.0M | 1.08% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 17,509 | $2.0M | 1.07% |
| MEDTRONIC PLC | MDT | Healthcare | 19,975 | .9M | 1.04% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 69,351 | .9M | 1.03% |