Viawealth, LLC
- SEC CIK
- 0001965401
- 最新申報
- 2026/8/11
2022 年第 4 季持倉
持倉截至 2022/12/31,2023/2/13 申報。只含多頭部位。
- 持股檔數
- 157
- 2022 年第 3 季沒有申報
- 總值
- $1.22 億
- 2022 年第 3 季沒有申報
Viawealth, LLC 沒有申報 2022 年第 3 季的 13F,這一季的持倉沒辦法跟上一季比較,所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 9,075 | $444.8 萬 | 3.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,482 | $419.8 萬 | 3.5% | – | – | 歷史 |
| GGGGraco Inc | COM | 56,854 | $392.9 萬 | 3.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 20,399 | $265.5 萬 | 2.2% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 20,578 | $238.8 萬 | 2.0% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 25,582 | $234.2 萬 | 1.9% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 39,031 | $226.9 萬 | 1.9% | – | – | – |
| BACBank of America Corp | Stock | 66,334 | $224.8 萬 | 1.8% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,647 | $219.7 萬 | 1.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 23,896 | $210.3 萬 | 1.7% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 7,322 | $197.8 萬 | 1.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 6,112 | $194.2 萬 | 1.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,899 | $186.1 萬 | 1.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,367 | $183.8 萬 | 1.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 11,434 | $178.7 萬 | 1.5% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 15,746 | $171.7 萬 | 1.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 14,812 | $169.8 萬 | 1.4% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 12,400 | $159.4 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,097 | $158.1 萬 | 1.3% | – | – | 歷史 |
| BURLBurlington Stores, Inc. | COM | 7,047 | $156.0 萬 | 1.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 10,034 | $152.6 萬 | 1.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,424 | $145.1 萬 | 1.2% | – | – | – |
| DVNDevon Energy Corp | Stock | 21,259 | $132.2 萬 | 1.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 5,654 | $119.1 萬 | 1.0% | – | – | 歷史 |
| CBChubb Ltd | Stock | 5,317 | $118.8 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 37,060 | $118.4 萬 | 1.0% | – | – | – |
| CVXChevron Corp | Stock | 6,600 | $115.6 萬 | 1.0% | – | – | 歷史 |
| Global X FDS37954Y475 | S&P 500 COVERED | 26,484 | $105.7 萬 | 0.9% | – | – | – |
| SLBSLB Limited | Stock | 18,594 | $103.5 萬 | 0.9% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,193 | $99.6 萬 | 0.8% | – | – | 歷史 |
| COPConocoPhillips | Stock | 8,109 | $95.1 萬 | 0.8% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 22,354 | $92.5 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,695 | $92.0 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 9,895 | $90.9 萬 | 0.7% | – | – | – |
| MDTMedtronic plc | Stock | 11,695 | $90.7 萬 | 0.7% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,834 | $90.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,050 | $87.5 萬 | 0.7% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 11,265 | $86.8 萬 | 0.7% | – | – | 歷史 |
| MMM3M Co | Stock | 6,747 | $85.5 萬 | 0.7% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 26,119 | $85.2 萬 | 0.7% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 10,699 | $85.1 萬 | 0.7% | – | – | – |
| EMREmerson Electric Co | Stock | 8,714 | $84.8 萬 | 0.7% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 12,978 | $83.7 萬 | 0.7% | – | – | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 4,383 | $83.0 萬 | 0.7% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,517 | $82.8 萬 | 0.7% | – | – | 歷史 |
| CWCurtiss Wright Corp | Stock | 4,971 | $82.0 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,836 | $81.8 萬 | 0.7% | – | – | 歷史 |
| SOSouthern Co | Stock | 11,319 | $80.9 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 8,518 | $80.7 萬 | 0.7% | – | – | 歷史 |
| LKQLKQ Corp | COM | 13,934 | $77.4 萬 | 0.6% | – | – | 歷史 |
| HRLHormel Foods Corp | COM | 16,697 | $77.0 萬 | 0.6% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 14,630 | $76.0 萬 | 0.6% | – | – | – |
| BAHBooz Allen Hamilton Holding Corp | CL A | 7,806 | $75.5 萬 | 0.6% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 6,839 | $72.8 萬 | 0.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,683 | $71.7 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 6,840 | $71.6 萬 | 0.6% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 36,194 | $70.8 萬 | 0.6% | – | – | – |
| TSLATesla, Inc. | Stock | 5,885 | $70.5 萬 | 0.6% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 10,158 | $70.2 萬 | 0.6% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 14,600 | $68.1 萬 | 0.6% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 30,765 | $68.0 萬 | 0.6% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 8,238 | $67.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,239 | $67.5 萬 | 0.6% | – | – | – |
| ETREntergy Corp | COM | 6,198 | $67.2 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,613 | $66.9 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,151 | $63.6 萬 | 0.5% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 2,601 | $63.3 萬 | 0.5% | – | – | 歷史 |
| SCCOSouthern Copper Corp | Stock | 9,138 | $63.2 萬 | 0.5% | – | – | 歷史 |
| GSKGSK plc | ADR | 18,115 | $62.6 萬 | 0.5% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 9,017 | $62.3 萬 | 0.5% | – | – | – |
| MSMorgan Stanley | Stock | 6,928 | $60.7 萬 | 0.5% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 4,595 | $60.7 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,491 | $60.6 萬 | 0.5% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,308 | $60.1 萬 | 0.5% | – | – | 歷史 |
| WYNNWynn Resorts Ltd | COM | 5,889 | $55.6 萬 | 0.5% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,760 | $55.5 萬 | 0.5% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,291 | $55.3 萬 | 0.5% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 2,437 | $54.6 萬 | 0.4% | – | – | 歷史 |
| MOSMosaic Co | COM | 11,326 | $53.5 萬 | 0.4% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 6,317 | $53.4 萬 | 0.4% | – | – | 歷史 |
| CASYCaseys General Stores Inc | COM | 2,314 | $51.7 萬 | 0.4% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 12,447 | $51.0 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange Traded FD33734X812 | INDXX GLOBAL AGR | 17,015 | $50.8 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 17,677 | $50.5 萬 | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,832 | $50.4 萬 | 0.4% | – | – | – |
| iShares Inc464286285 | JP MRGN EM HI BD | 13,799 | $49.6 萬 | 0.4% | – | – | – |
| ANETArista Networks, Inc. | COM | 4,305 | $49.5 萬 | 0.4% | – | – | 歷史 |
| CGCarlyle Group Inc. | COM | 15,211 | $49.4 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,339 | $49.1 萬 | 0.4% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 3,043 | $49.0 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,749 | $48.3 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,427 | $48.0 萬 | 0.4% | – | – | 歷史 |
| CSXCSX Corp | Stock | 14,924 | $48.0 萬 | 0.4% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,235 | $46.9 萬 | 0.4% | – | – | 歷史 |
| HBANHuntington Bancshares Inc | COM | 31,669 | $45.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,160 | $45.2 萬 | 0.4% | – | – | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 4,736 | $44.2 萬 | 0.4% | – | – | 歷史 |
| AVYAvery Dennison Corp | COM | 2,318 | $43.9 萬 | 0.4% | – | – | 歷史 |
| FOXAFox Corp | CL A COM | 13,915 | $43.5 萬 | 0.4% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 5,086 | $43.2 萬 | 0.4% | – | – | – |