Viawealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Viawealth, LLC reported 149 stock positions worth $162.0 million. Its top holding was Nvidia (NVDA) at 4.0% of the portfolio, followed by Proshares S&P 500 Dividend A (NOBL, 3.7%) and Microsoft (MSFT, 3.6%). Compared with Q4 2024, it opened 8 new positions, sold out of 4, added to 38 and reduced 79. The biggest buy was a new position in First Trust Rba American Ind (AIRR) and the biggest sale Amazon.com (AMZN, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Leawood, KS
- CIK
- 0001965401
- Portfolio Value
- $162.0M (Q1 2025)
- SEC Filing
- 0001085146-25-002728 ↗ filed May 7, 2025
Holdings Value
Holdings 149 stocks · $162.0M
| NVDA Nvidia Corp. | 4.01% | 59,956 | $6.5M | Add +0.4% |
| NOBL Proshares S&P 500 Dividend A | 3.69% | 58,568 | $6.0M | Reduce -6.6% |
| MSFT Microsoft Corp. | 3.55% | 15,336 | $5.8M | Add +1.0% |
| VCIT Vanguard Int-Term Corporate | 3.52% | 69,823 | $5.7M | Add +13.8% |
| FTLS First Trust Long/Short Eqty | 3.12% | 78,818 | $5.1M | Add +13.1% |
| GGG Graco Inc. | 2.75% | 53,308 | $4.5M | Reduce -3.2% |
| RSP Invesco S&P 500 Equal Weight | 2.61% | 24,408 | $4.2M | Reduce -6.0% |
| UNH Unitedhealth Group Inc. | 2.59% | 7,999 | $4.2M | Add +10.4% |
| AAPL Apple Inc. | 2.43% | 17,711 | $3.9M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 1.90% | 110,211 | $3.1M | Add +20.4% |
| ABBV Abbvie Inc. | 1.87% | 14,447 | $3.0M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 1.81% | 15,427 | $2.9M | Reduce -8.7% |
| GOOGL Alphabet Inc. Class A | 1.72% | 17,978 | $2.8M | Reduce -0.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.48% | 22,123 | $2.4M | Reduce -9.5% |
| DUHP Dimensional US High Profi Et | 1.47% | 71,636 | $2.4M | Reduce -0.4% |
| AMGN Amgen Inc. | 1.46% | 7,567 | $2.4M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.42% | 55,313 | $2.3M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.39% | 4,214 | $2.2M | Reduce -4.1% |
| MUNI PIMCO Intermediate Municipal | 1.37% | 43,069 | $2.2M | Add +0.6% |
| IJR iShares Core S&P Small-Cap E | 1.34% | 20,752 | $2.2M | Add +0.1% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.14% | 19,705 | $1.8M | Add +4.3% |
| USB US Bancorp | 1.09% | 41,900 | $1.8M | Reduce -1.0% |
| MDT Medtronic PLC | 1.05% | 19,010 | $1.7M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.02% | 6,377 | $1.6M | Reduce -1.9% |
| AIRR First Trust Rba American Ind | 1.01% | 24,035 | $1.6M | New |
| VGSH Vanguard Short-Term Treasury | 1.01% | 27,859 | $1.6M | Reduce -22.0% |
| VLO Valero Energy Corp. | 0.99% | 12,194 | $1.6M | Reduce -0.8% |
| HD Home Depot Inc. | 0.89% | 3,941 | $1.4M | Reduce -2.3% |
| HON Honeywell International Inc. | 0.89% | 6,781 | $1.4M | Reduce -7.5% |
| QCOM Qualcomm Inc. | 0.88% | 9,302 | $1.4M | Reduce -3.5% |
| COP Conocophillips | 0.86% | 13,296 | $1.4M | Add +2.4% |
| CRM Salesforce Inc. | 0.82% | 4,930 | $1.3M | Reduce -3.5% |
| VIG Vanguard Dividend Apprec ETF | 0.78% | 6,533 | $1.3M | Reduce -15.7% |
| PG The Procter & Gamble Co. | 0.77% | 7,297 | $1.2M | Reduce -2.5% |
| IEO iShares U.S. Oil & Gas Explo | 0.76% | 13,079 | $1.2M | Reduce -7.4% |
| JPM JPMorgan Chase & Co. | 0.75% | 4,982 | $1.2M | Add +0.1% |
| PGR Progressive Corp. | 0.74% | 4,239 | $1.2M | Reduce -1.3% |
| WMT Walmart Inc. | 0.74% | 13,571 | $1.2M | Reduce -9.1% |
| DELL Dell Technologies -C | 0.70% | 12,513 | $1.1M | Add +6.4% |
| PM Philip Morris International | 0.67% | 6,849 | $1.1M | Reduce -9.4% |
| CB Chubb Ltd. | 0.66% | 3,536 | $1.1M | Reduce -5.7% |
| NFLX Netflix Inc. | 0.66% | 1,145 | $1.1M | Reduce -5.8% |
| ETR Entergy Corp. | 0.64% | 12,152 | $1.0M | Reduce -26.2% |
| CVX Chevron Corp. | 0.62% | 6,037 | $1.0M | Reduce -1.1% |
| DE Deere & Co. | 0.62% | 2,149 | $1.0M | Reduce -2.2% |
| PNW Pinnacle West Capital | 0.61% | 10,438 | $994K | No change |
| WMB Williams Cos Inc. | 0.61% | 16,596 | $992K | Reduce -5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.61% | 2,663 | $987K | Reduce -2.1% |
| ANET Arista Networks Inc. | 0.60% | 12,525 | $970K | Add +4.3% |
| VNQ Vanguard Real Estate ETF | 0.57% | 10,275 | $930K | Reduce -5.2% |
| MINO PIMCO Municipal Income Oppor | 0.56% | 20,338 | $910K | New |
| PANW Palo Alto Networks Inc. | 0.56% | 5,320 | $908K | Reduce -6.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.55% | 21,445 | $896K | Add +3.3% |
| TSLA Tesla Inc. | 0.55% | 3,436 | $890K | Reduce -2.5% |
| CHD Church & Dwight Co. Inc. | 0.54% | 7,899 | $870K | No change |
| CSCO Cisco Systems Inc. | 0.54% | 14,061 | $868K | Reduce -2.1% |
| SPLV Invesco S&P 500 Low Volatili | 0.52% | 11,284 | $843K | Reduce -4.4% |
| CW Curtiss-Wright Corp. | 0.52% | 2,647 | $840K | Reduce -7.9% |
| LKQ LKQ Corp. | 0.50% | 19,220 | $818K | No change |
| EMR Emerson Electric Co. | 0.50% | 7,414 | $813K | Reduce -6.0% |
| SO The Southern Co. | 0.50% | 8,740 | $804K | Reduce -14.0% |
| CASY Casey's General Stores Inc. | 0.49% | 1,845 | $801K | Reduce -6.9% |
| IWM iShares Russell 2000 ETF | 0.49% | 3,947 | $787K | Reduce -16.3% |
| BURL Burlington Stores Inc. | 0.48% | 3,281 | $782K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.47% | 9,017 | $767K | No change |
| JNJ Johnson & Johnson | 0.47% | 4,544 | $754K | New |
| SCHW Schwab (charles) Corp. | 0.45% | 9,383 | $735K | No change |
| ORCL Oracle Corp. | 0.45% | 5,223 | $730K | Add +37.6% |
| ENB Enbridge Inc. | 0.45% | 16,275 | $721K | Reduce -1.0% |
| MCD McDonald's Corp. | 0.44% | 2,299 | $718K | Reduce -10.1% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 4,137 | $707K | Reduce -12.8% |
| MDY State Street SPDR S&P Midcap | 0.44% | 1,325 | $707K | Reduce -4.0% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.43% | 6,551 | $700K | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.43% | 10,031 | $697K | Add +21.2% |
| SHOP Shopify Inc. Class A | 0.42% | 7,133 | $681K | Reduce -11.9% |
| KO The Coca-Cola Co. | 0.42% | 9,458 | $677K | No change |
| META Meta Platforms Inc. Class A | 0.42% | 1,173 | $676K | Add +4.3% |
| RF Regions Financial Corp. | 0.41% | 30,470 | $662K | No change |
| BX Blackstone Inc. | 0.40% | 4,678 | $654K | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 2,303 | $633K | Add +0.0% |
| LH Labcorp Holdings Inc. | 0.39% | 2,680 | $624K | No change |
| GLD SPDR Gold Shares | 0.38% | 2,108 | $607K | New |
| FIS Fidelity National Info Serv | 0.37% | 8,011 | $598K | Add +137.5% |
| IWP iShares Russell Mid-Cap Grow | 0.37% | 5,086 | $598K | No change |
| UBER Uber Technologies Inc. | 0.37% | 8,120 | $592K | Reduce -2.5% |
| AMAT Applied Materials Inc. | 0.36% | 4,032 | $585K | No change |
| BAH Booz Allen Hamilton Holdings | 0.36% | 5,557 | $581K | Reduce -10.8% |
| ETN Eaton Corp. PLC | 0.35% | 2,108 | $573K | Add +5.8% |
| AMT American Tower Corp. | 0.35% | 2,608 | $568K | Reduce -3.7% |
| VTR Ventas Inc. | 0.34% | 7,940 | $546K | Reduce -9.1% |
| HBAN Huntington Bancshares Inc. | 0.34% | 36,367 | $546K | Reduce -4.3% |
| PYPL PayPal Holdings Inc. | 0.33% | 8,286 | $541K | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 10,386 | $528K | Reduce -6.7% |
| WM Waste Management Inc. | 0.32% | 2,265 | $524K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.32% | 6,287 | $517K | No change |
| CP Canadian Pacific Kansas City | 0.31% | 7,255 | $509K | Add +3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 1,019 | $507K | No change |
| HRL Hormel Foods Corp. | 0.31% | 16,298 | $504K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.30% | 5,504 | $494K | Reduce -0.8% |
| ADP Automatic Data Processing | 0.30% | 1,583 | $484K | Reduce -2.3% |
Portfolio Sells Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Reduce -8.7% | 1.81% | −0.43 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.35 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 1.72% | −0.34 |
| TSLA Tesla Inc. | Reduce -2.5% | 0.55% | −0.31 |
| AAPL Apple Inc. | Reduce -1.9% | 2.43% | −0.30 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.25 |
| VGSH Vanguard Short-Term Treasury | Reduce -22.0% | 1.01% | −0.25 |
| CRM Salesforce Inc. | Reduce -3.5% | 0.82% | −0.21 |
| FIVE Five Below | Sold out | 0.00% | −0.16 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.16 |
| IWM iShares Russell 2000 ETF | Reduce -16.3% | 0.49% | −0.14 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.0% | 2.61% | −0.14 |
| VIG Vanguard Dividend Apprec ETF | Reduce -15.7% | 0.78% | −0.13 |
| USB US Bancorp | Reduce -1.0% | 1.09% | −0.13 |
| BAH Booz Allen Hamilton Holdings | Reduce -10.8% | 0.36% | −0.13 |
| HON Honeywell International Inc. | Reduce -7.5% | 0.89% | −0.11 |
| ETR Entergy Corp. | Reduce -26.2% | 0.64% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -32.5% | 0.22% | −0.10 |
| PYPL PayPal Holdings Inc. | Reduce -1.5% | 0.33% | −0.10 |
| SHOP Shopify Inc. Class A | Reduce -11.9% | 0.42% | −0.10 |
| CW Curtiss-Wright Corp. | Reduce -7.9% | 0.52% | −0.10 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -9.5% | 1.48% | −0.09 |
| EMR Emerson Electric Co. | Reduce -6.0% | 0.50% | −0.09 |
| DIS The Walt Disney Co. | Reduce -14.3% | 0.30% | −0.09 |
| BX Blackstone Inc. | Reduce -0.1% | 0.40% | −0.08 |
| WMT Walmart Inc. | Reduce -9.1% | 0.74% | −0.08 |
| NOBL Proshares S&P 500 Dividend A | Reduce -6.6% | 3.69% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -12.8% | 0.44% | −0.07 |
| BAC Bank of America Corp. | Reduce -1.8% | 1.42% | −0.07 |
| MXI iShares Global Materials ETF | Reduce -29.6% | 0.21% | −0.07 |
| GSK GSK PLC-Spon ADR | Reduce -33.6% | 0.23% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -6.5% | 0.56% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.1% | 0.61% | −0.06 |
| UPS United Parcel Service Class B | Reduce -17.3% | 0.18% | −0.06 |
| GSIT Gsi Technology Inc. | Reduce -60.2% | 0.02% | −0.06 |
| HD Home Depot Inc. | Reduce -2.3% | 0.89% | −0.06 |
| GGG Graco Inc. | Reduce -3.2% | 2.75% | −0.05 |
| KSS Kohls Corp. | Reduce -3.9% | 0.06% | −0.05 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -11.0% | 0.23% | −0.04 |
| GEHC GE Healthcare Technology | Reduce -24.8% | 0.16% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -4.0% | 0.44% | −0.04 |
| HBAN Huntington Bancshares Inc. | Reduce -4.3% | 0.34% | −0.04 |
| ARM Arm Holdings PLC-ADR | Reduce -10.5% | 0.13% | −0.03 |
| VIOG Vanguard S&P SM Cap 600 GRW | Reduce -0.7% | 0.43% | −0.03 |
| FPEI First Trust Institutional PR | Reduce -15.9% | 0.18% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.30% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.9% | 1.02% | −0.02 |
| SNOW Snowflake Inc. | Reduce -3.8% | 0.25% | −0.02 |
| MMM 3M Co. | Reduce -19.4% | 0.26% | −0.02 |
| SON Sonoco Products Co. | Reduce -4.9% | 0.20% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| AIRR First Trust Rba American Ind | New | 1.01% | +1.01 |
| MINO PIMCO Municipal Income Oppor | New | 0.56% | +0.56 |
| VCIT Vanguard Int-Term Corporate | Add +13.8% | 3.52% | +0.55 |
| JNJ Johnson & Johnson | New | 0.47% | +0.47 |
| SCHD Schwab US DVD Equity ETF | Add +20.4% | 1.90% | +0.39 |
| GLD SPDR Gold Shares | New | 0.38% | +0.38 |
| UNH Unitedhealth Group Inc. | Add +10.4% | 2.59% | +0.37 |
| FTLS First Trust Long/Short Eqty | Add +13.1% | 3.12% | +0.35 |
| SCHP Schwab U.S. Tips ETF | New | 0.26% | +0.26 |
| AVGO Broadcom Inc. | New | 0.24% | +0.24 |
| LHX L3HARRIS Technologies Inc. | New | 0.22% | +0.22 |
| FIS Fidelity National Info Serv | Add +137.5% | 0.37% | +0.20 |
| FCN Fti Consulting Inc. | New | 0.15% | +0.15 |
| MDT Medtronic PLC | Add +0.5% | 1.05% | +0.14 |
| COP Conocophillips | Add +2.4% | 0.86% | +0.08 |
| BA The Boeing Co. | Add +51.3% | 0.23% | +0.07 |
| SLB SLB Ltd. | Add +3.3% | 0.55% | +0.07 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +4.3% | 1.14% | +0.07 |
| ORCL Oracle Corp. | Add +37.6% | 0.45% | +0.07 |
| COF Capital One Financial Corp. | Add +26.6% | 0.24% | +0.06 |
| LLY Eli Lilly & Co. | Add +8.4% | 0.29% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.75% | +0.03 |
| MUNI PIMCO Intermediate Municipal | Add +0.6% | 1.37% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.7% | 0.19% | +0.02 |
| META Meta Platforms Inc. Class A | Add +4.3% | 0.42% | +0.02 |
| FANG Diamondback Energy Inc. | Add +6.8% | 0.16% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +5.8% | 0.29% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.7% | 0.18% | +0.01 |
| CP Canadian Pacific Kansas City | Add +3.1% | 0.31% | +0.01 |
| HRL Hormel Foods Corp. | Add +0.1% | 0.31% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +21.2% | 0.43% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.9% | 0.18% | −0.00 |
| AMD Advanced Micro Devices | Add +9.1% | 0.16% | −0.01 |
| XLK SS Technology Select Sector | Add +5.6% | 0.22% | −0.01 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +2.9% | 0.26% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 0.39% | −0.01 |
| ACN Accenture PLC Class A | Add +2.6% | 0.25% | −0.02 |
| ETN Eaton Corp. PLC | Add +5.8% | 0.35% | −0.05 |
| XYZ Block Inc. | Add +17.3% | 0.21% | −0.06 |
| SOUN Soundhound AI Inc. Class A | Add +22.1% | 0.09% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 1.34% | −0.10 |
| DELL Dell Technologies -C | Add +6.4% | 0.70% | −0.11 |
| TTD Trade Desk Inc./the Class A | Add +1.2% | 0.14% | −0.15 |
| ANET Arista Networks Inc. | Add +4.3% | 0.60% | −0.20 |
| MSFT Microsoft Corp. | Add +1.0% | 3.55% | −0.31 |
| NVDA Nvidia Corp. | Add +0.4% | 4.01% | −0.83 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 167 | $198.8M | NVDA, NOBL, JAAA, MSFT, RSP |
| Q1 2026 | 159 | $179.7M | NVDA, NOBL, JAAA, MSFT, VCIT |
| Q4 2025 | 152 | $177.8M | NVDA, MSFT, NOBL, VCIT, JAAA |
| Q3 2025 | 157 | $183.1M | NVDA, MSFT, NOBL, VCIT, JAAA |
| Q2 2025 | 149 | $169.2M | NVDA, MSFT, NOBL, VCIT, FTLS |
| Q1 2025 | 149 | $162.0M | NVDA, NOBL, MSFT, VCIT, FTLS |
| Q4 2024 | 145 | $165.6M | NVDA, MSFT, NOBL, VCIT, GGG |
| Q3 2024 | 150 | $171.6M | NVDA, MSFT, NOBL, GGG, VCIT |
| Q2 2024 | 151 | $161.2M | NVDA, MSFT, NOBL, GGG, UNH |
| Q1 2024 | 153 | $159.9M | MSFT, NVDA, NOBL, GGG, UNH |