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 |
|---|---|---|---|---|---|---|---|
| NEUENeueHealth, Inc. | COM | 16,235 | $10.6K | <0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 13,609 | $167.5K | 0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 1,331 | $200.2K | 0.2% | – | – | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 4,472 | $201.0K | 0.2% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 926 | $202.5K | 0.2% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 5,748 | $208.9K | 0.2% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,392 | $209.0K | 0.2% | – | – | – |
| IFFInternational Flavors & Fragrances Inc | COM | 1,881 | $209.5K | 0.2% | – | – | History |
| AMTAmerican Tower Corp | REIT | 957 | $210.0K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 605 | $211.7K | 0.2% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 3,057 | $214.0K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 461 | $221.0K | 0.2% | – | – | History |
| Exchange Traded Concepts Tr301505723 | ROBO GBL HLTCR | 7,804 | $228.7K | 0.2% | – | – | – |
| SPGSimon Property Group Inc. | REIT | 1,995 | $235.9K | 0.2% | – | – | History |
| HALHalliburton Co | Stock | 5,891 | $238.2K | 0.2% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 6,454 | $238.2K | 0.2% | – | – | History |
| SHOPShopify Inc. | Stock | 6,425 | $238.9K | 0.2% | – | – | History |
| COFCapital One Financial Corp | Stock | 2,458 | $239.5K | 0.2% | – | – | History |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 3,354 | $242.1K | 0.2% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 5,336 | $242.5K | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,395 | $242.9K | 0.2% | – | – | History |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 2,962 | $244.5K | 0.2% | – | – | – |
| FANGDiamondback Energy, Inc. | Stock | 1,737 | $245.7K | 0.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 9,125 | $250.0K | 0.2% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 1,165 | $251.1K | 0.2% | – | – | History |
| LEGLeggett & Platt Inc | Stock | 7,765 | $263.9K | 0.2% | – | – | History |
| NVSNovartis AG | ADR | 3,018 | $271.5K | 0.2% | – | – | History |
| iShares Tr464288844 | US OIL EQ&SV ETF | 12,490 | $272.1K | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 2,225 | $277.8K | 0.2% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 6,343 | $279.0K | 0.2% | – | – | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 12,760 | $303.5K | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,575 | $305.8K | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,815 | $322.0K | 0.3% | – | – | – |
| XRAYDentsply Sirona Inc. | Stock | 9,797 | $323.2K | 0.3% | – | – | History |
| TJXTJX Companies Inc | Stock | 4,036 | $329.0K | 0.3% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 936 | $330.4K | 0.3% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 5,010 | $336.9K | 0.3% | – | – | History |
| MGAMagna International Inc | COM | 5,664 | $343.9K | 0.3% | – | – | History |
| FDXFedEx Corp | Stock | 1,813 | $344.3K | 0.3% | – | – | History |
| iShares Tr464288695 | GLOBAL MATER ETF | 4,277 | $354.9K | 0.3% | – | – | – |
| OXYOccidental Petroleum Corp | Stock | 5,545 | $355.3K | 0.3% | – | – | History |
| BXBlackstone Inc. | COM | 4,459 | $359.4K | 0.3% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,008 | $386.0K | 0.3% | – | – | – |
| WMWaste Management Inc | Stock | 2,440 | $386.1K | 0.3% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 4,985 | $387.4K | 0.3% | – | – | History |
| iShares Inc464286475 | EM MKT SM-CP ETF | 7,755 | $389.0K | 0.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,678 | $401.8K | 0.3% | – | – | History |
| SONSonoco Products Co | COM | 6,766 | $403.1K | 0.3% | – | – | History |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 2,284 | $405.9K | 0.3% | – | – | – |
| PNWPinnacle West Capital Corp | COM | 5,441 | $411.1K | 0.3% | – | – | History |
| FFord Motor Co | Stock | 32,714 | $415.1K | 0.3% | – | – | History |
| INTCIntel Corp | Stock | 14,179 | $415.6K | 0.3% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 4,865 | $415.6K | 0.3% | – | – | History |
| UHAL.BU-Haul Holding Co | COM SER N | 7,183 | $417.8K | 0.3% | – | – | History |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 1,507 | $418.7K | 0.3% | – | – | – |
| HIHillenbrand, Inc. | COM | 9,557 | $422.6K | 0.3% | – | – | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 14,156 | $428.5K | 0.4% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,086 | $431.5K | 0.4% | – | – | – |
| FOXAFox Corp | CL A COM | 13,915 | $435.1K | 0.4% | – | – | History |
| AVYAvery Dennison Corp | COM | 2,318 | $439.2K | 0.4% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,736 | $442.1K | 0.4% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,160 | $451.9K | 0.4% | – | – | – |
| HBANHuntington Bancshares Inc | COM | 31,669 | $456.3K | 0.4% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 4,235 | $469.4K | 0.4% | – | – | History |
| CSXCSX Corp | Stock | 14,924 | $479.7K | 0.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 4,427 | $480.2K | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,749 | $482.6K | 0.4% | – | – | History |
| ETNEaton Corp plc | Stock | 3,043 | $489.6K | 0.4% | – | – | History |
| CRMSalesforce, Inc. | Stock | 3,339 | $491.2K | 0.4% | – | – | History |
| CGCarlyle Group Inc. | COM | 15,211 | $493.7K | 0.4% | – | – | History |
| ANETArista Networks, Inc. | COM | 4,305 | $494.5K | 0.4% | – | – | History |
| iShares Inc464286285 | JP MRGN EM HI BD | 13,799 | $495.8K | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,832 | $503.8K | 0.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,677 | $505.0K | 0.4% | – | – | – |
| First Tr Exchange Traded FD33734X812 | INDXX GLOBAL AGR | 17,015 | $507.5K | 0.4% | – | – | – |
| ENBEnbridge Inc | Stock | 12,447 | $510.3K | 0.4% | – | – | History |
| CASYCaseys General Stores Inc | COM | 2,314 | $517.0K | 0.4% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 6,317 | $534.5K | 0.4% | – | – | History |
| MOSMosaic Co | COM | 11,326 | $534.6K | 0.4% | – | – | History |
| ALBAlbemarle Corp | Stock | 2,437 | $545.9K | 0.4% | – | – | History |
| DEDeere & Co | Stock | 1,291 | $552.8K | 0.5% | – | – | History |
| NFLXNetflix Inc | Stock | 1,760 | $554.7K | 0.5% | – | – | History |
| WYNNWynn Resorts Ltd | COM | 5,889 | $555.5K | 0.5% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 3,308 | $601.0K | 0.5% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 5,491 | $606.1K | 0.5% | – | – | History |
| PGRProgressive Corp | Stock | 4,595 | $606.7K | 0.5% | – | – | History |
| MSMorgan Stanley | Stock | 6,928 | $607.1K | 0.5% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 9,017 | $623.3K | 0.5% | – | – | – |
| GSKGSK plc | ADR | 18,115 | $625.5K | 0.5% | – | – | History |
| SCCOSouthern Copper Corp | Stock | 9,138 | $632.3K | 0.5% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 2,601 | $633.2K | 0.5% | – | – | History |
| KOCoca Cola Co | Stock | 10,151 | $635.5K | 0.5% | – | – | History |
| WMTWalmart Inc. | Stock | 4,613 | $668.7K | 0.6% | – | – | History |
| ETREntergy Corp | COM | 6,198 | $672.2K | 0.6% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,239 | $675.5K | 0.6% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 8,238 | $677.6K | 0.6% | – | – | History |
| RFRegions Financial Corp | COM | 30,765 | $679.6K | 0.6% | – | – | History |
| USBUS Bancorp DE | COM NEW | 14,600 | $680.5K | 0.6% | – | – | History |
| XYZBlock, Inc. | CL A | 10,158 | $701.5K | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 5,885 | $704.9K | 0.6% | – | – | History |