Viawealth, LLC
- SEC CIK
- 0001965401
- Latest filing
- Aug 11, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only.
- Positions
- 157
- No filing for Q3 2022
- Portfolio value
- $121.5M
- No filing for Q3 2022
Viawealth, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 9,075 | $4.45M | 3.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 18,482 | $4.20M | 3.5% | – | – | History |
| GGGGraco Inc | COM | 56,854 | $3.93M | 3.2% | – | – | History |
| AAPLApple Inc. | Stock | 20,399 | $2.65M | 2.2% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 20,578 | $2.39M | 2.0% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 25,582 | $2.34M | 1.9% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 39,031 | $2.27M | 1.9% | – | – | – |
| BACBank of America Corp | Stock | 66,334 | $2.25M | 1.8% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,647 | $2.20M | 1.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 23,896 | $2.10M | 1.7% | – | – | History |
| AMGNAmgen Inc | Stock | 7,322 | $1.98M | 1.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 6,112 | $1.94M | 1.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,899 | $1.86M | 1.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 11,367 | $1.84M | 1.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 11,434 | $1.79M | 1.5% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 15,746 | $1.72M | 1.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 14,812 | $1.70M | 1.4% | – | – | History |
| VLOValero Energy Corp | Stock | 12,400 | $1.59M | 1.3% | – | – | History |
| AMZNAmazon Com Inc | Stock | 18,097 | $1.58M | 1.3% | – | – | History |
| BURLBurlington Stores, Inc. | COM | 7,047 | $1.56M | 1.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 10,034 | $1.53M | 1.3% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,424 | $1.45M | 1.2% | – | – | – |
| DVNDevon Energy Corp | Stock | 21,259 | $1.32M | 1.1% | – | – | History |
| HONHoneywell International Inc | COM | 5,654 | $1.19M | 1.0% | – | – | History |
| CBChubb Ltd | Stock | 5,317 | $1.19M | 1.0% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 37,060 | $1.18M | 1.0% | – | – | – |
| CVXChevron Corp | Stock | 6,600 | $1.16M | 1.0% | – | – | History |
| Global X FDS37954Y475 | S&P 500 COVERED | 26,484 | $1.06M | 0.9% | – | – | – |
| SLBSLB Limited | Stock | 18,594 | $1.03M | 0.9% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,193 | $995.6K | 0.8% | – | – | History |
| COPConocoPhillips | Stock | 8,109 | $951.4K | 0.8% | – | – | History |
| VZVerizon Communications Inc | Stock | 22,354 | $924.8K | 0.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,695 | $919.7K | 0.8% | – | – | History |
| iShares Tr464288851 | US OIL GS EX ETF | 9,895 | $909.3K | 0.7% | – | – | – |
| MDTMedtronic plc | Stock | 11,695 | $906.8K | 0.7% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 8,834 | $903.7K | 0.7% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,050 | $874.9K | 0.7% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 11,265 | $868.3K | 0.7% | – | – | History |
| MMM3M Co | Stock | 6,747 | $855.4K | 0.7% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 26,119 | $852.3K | 0.7% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 10,699 | $850.7K | 0.7% | – | – | – |
| EMREmerson Electric Co | Stock | 8,714 | $847.5K | 0.7% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,978 | $836.6K | 0.7% | – | – | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 4,383 | $830.1K | 0.7% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,517 | $828.5K | 0.7% | – | – | History |
| CWCurtiss Wright Corp | Stock | 4,971 | $820.3K | 0.7% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 16,836 | $817.9K | 0.7% | – | – | History |
| SOSouthern Co | Stock | 11,319 | $809.3K | 0.7% | – | – | History |
| DISWalt Disney Co | Stock | 8,518 | $807.3K | 0.7% | – | – | History |
| LKQLKQ Corp | COM | 13,934 | $774.3K | 0.6% | – | – | History |
| HRLHormel Foods Corp | COM | 16,697 | $769.6K | 0.6% | – | – | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 14,630 | $759.6K | 0.6% | – | – | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 7,806 | $754.6K | 0.6% | – | – | History |
| AMATApplied Materials Inc | Stock | 6,839 | $728.3K | 0.6% | – | – | History |
| MCDMcDonalds Corp | Stock | 2,683 | $717.0K | 0.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 6,840 | $716.3K | 0.6% | – | – | History |
| Paramount Global92556H206 | CL B | 36,194 | $707.6K | 0.6% | – | – | – |
| TSLATesla, Inc. | Stock | 5,885 | $704.9K | 0.6% | – | – | History |
| XYZBlock, Inc. | CL A | 10,158 | $701.5K | 0.6% | – | – | History |
| USBUS Bancorp DE | COM NEW | 14,600 | $680.5K | 0.6% | – | – | History |
| RFRegions Financial Corp | COM | 30,765 | $679.6K | 0.6% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 8,238 | $677.6K | 0.6% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,239 | $675.5K | 0.6% | – | – | – |
| ETREntergy Corp | COM | 6,198 | $672.2K | 0.6% | – | – | History |
| WMTWalmart Inc. | Stock | 4,613 | $668.7K | 0.6% | – | – | History |
| KOCoca Cola Co | Stock | 10,151 | $635.5K | 0.5% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 2,601 | $633.2K | 0.5% | – | – | History |
| SCCOSouthern Copper Corp | Stock | 9,138 | $632.3K | 0.5% | – | – | History |
| GSKGSK plc | ADR | 18,115 | $625.5K | 0.5% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 9,017 | $623.3K | 0.5% | – | – | – |
| MSMorgan Stanley | Stock | 6,928 | $607.1K | 0.5% | – | – | History |
| PGRProgressive Corp | Stock | 4,595 | $606.7K | 0.5% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 5,491 | $606.1K | 0.5% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 3,308 | $601.0K | 0.5% | – | – | History |
| WYNNWynn Resorts Ltd | COM | 5,889 | $555.5K | 0.5% | – | – | History |
| NFLXNetflix Inc | Stock | 1,760 | $554.7K | 0.5% | – | – | History |
| DEDeere & Co | Stock | 1,291 | $552.8K | 0.5% | – | – | History |
| ALBAlbemarle Corp | Stock | 2,437 | $545.9K | 0.4% | – | – | History |
| MOSMosaic Co | COM | 11,326 | $534.6K | 0.4% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 6,317 | $534.5K | 0.4% | – | – | History |
| CASYCaseys General Stores Inc | COM | 2,314 | $517.0K | 0.4% | – | – | History |
| ENBEnbridge Inc | Stock | 12,447 | $510.3K | 0.4% | – | – | History |
| First Tr Exchange Traded FD33734X812 | INDXX GLOBAL AGR | 17,015 | $507.5K | 0.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,677 | $505.0K | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,832 | $503.8K | 0.4% | – | – | – |
| iShares Inc464286285 | JP MRGN EM HI BD | 13,799 | $495.8K | 0.4% | – | – | – |
| ANETArista Networks, Inc. | COM | 4,305 | $494.5K | 0.4% | – | – | History |
| CGCarlyle Group Inc. | COM | 15,211 | $493.7K | 0.4% | – | – | History |
| CRMSalesforce, Inc. | Stock | 3,339 | $491.2K | 0.4% | – | – | History |
| ETNEaton Corp plc | Stock | 3,043 | $489.6K | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,749 | $482.6K | 0.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 4,427 | $480.2K | 0.4% | – | – | History |
| CSXCSX Corp | Stock | 14,924 | $479.7K | 0.4% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 4,235 | $469.4K | 0.4% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 31,669 | $456.3K | 0.4% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,160 | $451.9K | 0.4% | – | – | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,736 | $442.1K | 0.4% | – | – | History |
| AVYAvery Dennison Corp | COM | 2,318 | $439.2K | 0.4% | – | – | History |
| FOXAFox Corp | CL A COM | 13,915 | $435.1K | 0.4% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,086 | $431.5K | 0.4% | – | – | – |