VIAWEALTH, LLC holdings history

Add to watchlist

182 is the total number of securities VIAWEALTH, LLC has owned. The longest VIAWEALTH, LLC has owned a single stock is 4 quarters.

VIAWEALTH, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP443.45%3.93%4.62%Q4 2022Q3 20234
UNH UNITEDHEALTH GROUP INC443.34%3.49%3.66%Q4 2022Q3 20234
GGG GRACO INC442.95%3.25%3.57%Q4 2022Q3 20234
NOBL PROSHARES TR441.93%2.81%3.24%Q4 2022Q3 20234
AAPL APPLE INC442.18%2.56%2.93%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION441.47%2.23%2.75%Q4 2022Q3 20234
VGSH VANGUARD SCOTTSDALE FDS441.87%2.07%2.19%Q4 2022Q3 20234
GOOGL ALPHABET INC441.73%2.06%2.23%Q4 2022Q3 20234
IJR ISHARES TR441.61%1.76%1.83%Q4 2022Q3 20234
LQD ISHARES TR441.41%1.65%1.78%Q4 2022Q3 20234
AMZN AMAZON COM INC441.30%1.59%1.80%Q4 2022Q3 20234
VCIT VANGUARD SCOTTSDALE FDS440.70%1.57%1.96%Q4 2022Q3 20234
BAC BANK AMERICA CORP441.35%1.53%1.85%Q4 2022Q3 20234
AMGN AMGEN INC441.26%1.48%1.63%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...441.44%1.48%1.53%Q4 2022Q3 20234
ABBV ABBVIE INC441.16%1.39%1.51%Q4 2022Q3 20234
QCOM QUALCOMM INC441.20%1.35%1.49%Q4 2022Q3 20234
HD HOME DEPOT INC441.03%1.28%1.60%Q4 2022Q3 20234
QUAL ISHARES TR440.98%1.25%1.96%Q4 2022Q3 20234
VO VANGUARD INDEX FDS440.56%1.24%1.56%Q4 2022Q3 20234
VLO VALERO ENERGY CORP441.02%1.20%1.31%Q4 2022Q3 20234
PG PROCTER AND GAMBLE CO440.93%1.11%1.26%Q4 2022Q3 20234
VIG VANGUARD SPECIALIZED F...440.99%1.07%1.19%Q4 2022Q3 20234
TSLA TESLA INC440.58%0.93%1.16%Q4 2022Q3 20234
DVN DEVON ENERGY CORP NEW440.70%0.89%1.09%Q4 2022Q3 20234
HON HONEYWELL INTL INC440.78%0.88%0.98%Q4 2022Q3 20234
USB US BANCORP DEL440.49%0.85%1.22%Q4 2022Q3 20234
CB CHUBB LIMITED440.76%0.84%0.98%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.76%0.84%0.95%Q4 2022Q3 20234
BURL BURLINGTON STORES INC440.33%0.83%1.28%Q4 2022Q3 20234
PFF ISHARES TR440.57%0.81%0.97%Q4 2022Q3 20234
MDY SPDR S&P MIDCAP 400 ET...440.68%0.77%0.82%Q4 2022Q3 20234
XYLD GLOBAL X FDS440.44%0.76%0.92%Q4 2022Q3 20234
PYPL PAYPAL HLDGS INC440.70%0.76%0.86%Q4 2022Q3 20234
SLB SCHLUMBERGER LTD440.67%0.76%0.85%Q4 2022Q3 20234
MDT MEDTRONIC PLC440.75%0.75%0.77%Q4 2022Q3 20234
VUG VANGUARD INDEX FDS440.72%0.75%0.78%Q4 2022Q3 20234
GSK PLC440.52%0.72%0.82%Q4 2022Q3 20234
IEO ISHARES TR440.61%0.72%0.88%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.69%0.72%0.76%Q4 2022Q3 20234
COP CONOCOPHILLIPS440.62%0.69%0.78%Q4 2022Q3 20234
AMAT APPLIED MATLS INC440.60%0.69%0.75%Q4 2022Q3 20234
VZ VERIZON COMMUNICATIONS...440.56%0.67%0.76%Q4 2022Q3 20234
PM PHILIP MORRIS INTL INC440.60%0.67%0.74%Q4 2022Q3 20234
CSCO CISCO SYS INC440.64%0.67%0.70%Q4 2022Q3 20234
WMB WILLIAMS COS INC440.62%0.65%0.70%Q4 2022Q3 20234
EMR EMERSON ELEC CO440.59%0.63%0.70%Q4 2022Q3 20234
DIS DISNEY WALT CO440.51%0.63%0.75%Q4 2022Q3 20234
SPLV INVESCO EXCH TRADED FD...440.56%0.62%0.69%Q4 2022Q3 20234
BAH BOOZ ALLEN HAMILTON HL...440.57%0.62%0.65%Q4 2022Q3 20234
MUNI PIMCO ETF TR440.56%0.61%0.62%Q4 2022Q3 20234
SO SOUTHERN CO440.54%0.61%0.67%Q4 2022Q3 20234
VIOG VANGUARD ADMIRAL FDS INC440.54%0.60%0.68%Q4 2022Q3 20234
LKQ LKQ CORP440.51%0.59%0.64%Q4 2022Q3 20234
TMO THERMO FISHER SCIENTIF...440.47%0.59%0.69%Q4 2022Q3 20234
CW CURTISS WRIGHT CORP440.46%0.58%0.69%Q4 2022Q3 20234
CHD CHURCH & DWIGHT CO INC440.55%0.58%0.62%Q4 2022Q3 20234
MCD MCDONALDS CORP440.52%0.57%0.60%Q4 2022Q3 20234
SCHD SCHWAB STRATEGIC TR440.29%0.55%1.16%Q4 2022Q3 20234
WMT WALMART INC440.52%0.53%0.55%Q4 2022Q3 20234
ALB ALBEMARLE CORP440.45%0.53%0.60%Q4 2022Q3 20234
HRL HORMEL FOODS CORP440.47%0.53%0.63%Q4 2022Q3 20234
MMM 3M CO440.38%0.51%0.70%Q4 2022Q3 20234
IWR ISHARES TR440.46%0.49%0.51%Q4 2022Q3 20234
ETR ENTERGY CORP NEW440.42%0.49%0.55%Q4 2022Q3 20234
NFLX NETFLIX INC440.46%0.49%0.56%Q4 2022Q3 20234
CRM SALESFORCE INC440.40%0.48%0.53%Q4 2022Q3 20234
IVV ISHARES TR440.37%0.48%0.55%Q4 2022Q3 20234
VNQ VANGUARD INDEX FDS440.26%0.48%0.62%Q4 2022Q3 20234
PGR PROGRESSIVE CORP440.44%0.48%0.50%Q4 2022Q3 20234
KO COCA COLA CO440.39%0.47%0.52%Q4 2022Q3 20234
VIAC PARAMOUNT GLOBAL440.30%0.47%0.64%Q4 2022Q3 20234
LH LABORATORY CORP AMER H...440.43%0.47%0.52%Q4 2022Q3 20234
UPS UNITED PARCEL SERVICE INC440.38%0.46%0.51%Q4 2022Q3 20234
RF REGIONS FINANCIAL CORP...440.39%0.45%0.56%Q4 2022Q3 20234
MRK MERCK & CO INC440.40%0.45%0.50%Q4 2022Q3 20234
ETN EATON CORP PLC440.40%0.44%0.47%Q4 2022Q3 20234
ANET ARISTA NETWORKS INC440.41%0.43%0.46%Q4 2022Q3 20234
BX BLACKSTONE INC440.30%0.43%0.54%Q4 2022Q3 20234
CASY CASEYS GEN STORES INC440.40%0.43%0.46%Q4 2022Q3 20234
SQ BLOCK INC440.20%0.42%0.58%Q4 2022Q3 20234
WYNN WYNN RESORTS LTD440.30%0.41%0.48%Q4 2022Q3 20234
DE DEERE & CO440.36%0.41%0.46%Q4 2022Q3 20234
SCHW SCHWAB CHARLES CORP440.30%0.40%0.51%Q4 2022Q3 20234
MKC MCCORMICK & CO INC440.34%0.40%0.44%Q4 2022Q3 20234
MOS MOSAIC CO NEW440.33%0.40%0.44%Q4 2022Q3 20234
IWM ISHARES TR440.37%0.39%0.41%Q4 2022Q3 20234
BABA ALIBABA GROUP HLDG LTD440.34%0.38%0.42%Q4 2022Q3 20234
XOM EXXON MOBIL CORP440.33%0.37%0.40%Q4 2022Q3 20234
HBAN HUNTINGTON BANCSHARES INC440.28%0.37%0.44%Q4 2022Q3 20234
MS MORGAN STANLEY440.27%0.37%0.50%Q4 2022Q3 20234
CSX CSX CORP440.34%0.37%0.40%Q4 2022Q3 20234
XLG INVESCO EXCHANGE TRADE...440.34%0.37%0.39%Q4 2022Q3 20234
ENB ENBRIDGE INC440.30%0.36%0.42%Q4 2022Q3 20234
F FORD MTR CO DEL440.30%0.36%0.42%Q4 2022Q3 20234
SCCO SOUTHERN COPPER CORP440.27%0.36%0.52%Q4 2022Q3 20234
IWP ISHARES TR440.34%0.36%0.37%Q4 2022Q3 20234
FOXA FOX CORP440.32%0.35%0.38%Q4 2022Q3 20234
HI HILLENBRAND INC440.30%0.34%0.37%Q4 2022Q3 20234
FDX FEDEX CORP440.28%0.34%0.39%Q4 2022Q3 20234
UBER UBER TECHNOLOGIES INC440.21%0.34%0.43%Q4 2022Q3 20234
EMHY ISHARES INC440.30%0.34%0.41%Q4 2022Q3 20234
AVY AVERY DENNISON CORP440.32%0.34%0.36%Q4 2022Q3 20234
VIOO VANGUARD ADMIRAL FDS INC440.31%0.33%0.36%Q4 2022Q3 20234
PNW PINNACLE WEST CAP CORP440.25%0.32%0.34%Q4 2022Q3 20234
FTAG FIRST TR EXCHANGE TRAD...440.24%0.31%0.42%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON440.15%0.31%0.40%Q4 2022Q3 20234
SON SONOCO PRODS CO440.27%0.31%0.33%Q4 2022Q3 20234
WM WASTE MGMT INC DEL440.27%0.31%0.32%Q4 2022Q3 20234
MGA MAGNA INTL INC440.24%0.31%0.41%Q4 2022Q3 20234
FNDF SCHWAB STRATEGIC TR440.28%0.30%0.35%Q4 2022Q3 20234
ADP AUTOMATIC DATA PROCESS...440.28%0.30%0.33%Q4 2022Q3 20234
U HAUL HOLDING COMPANY440.27%0.30%0.34%Q4 2022Q3 20234
VTI VANGUARD INDEX FDS440.25%0.28%0.30%Q4 2022Q3 20234
XRAY DENTSPLY SIRONA INC440.25%0.28%0.30%Q4 2022Q3 20234
NKE NIKE INC440.19%0.24%0.30%Q4 2022Q3 20234
OXY OCCIDENTAL PETE CORP440.20%0.24%0.29%Q4 2022Q3 20234
COF CAPITAL ONE FINL CORP440.20%0.23%0.26%Q4 2022Q3 20234
NVS NOVARTIS AG440.22%0.22%0.23%Q4 2022Q3 20234
SHOP SHOPIFY INC440.18%0.22%0.26%Q4 2022Q3 20234
FTGC FIRST TR EXCHANGE TRAD...440.19%0.22%0.25%Q4 2022Q3 20234
TTD THE TRADE DESK INC440.16%0.21%0.26%Q4 2022Q3 20234
GS GOLDMAN SACHS GROUP INC440.16%0.20%0.27%Q4 2022Q3 20234
STZ CONSTELLATION BRANDS INC440.15%0.19%0.21%Q4 2022Q3 20234
LLY LILLY ELI & CO440.16%0.19%0.21%Q4 2022Q3 20234
COST COSTCO WHSL CORP NEW440.18%0.19%0.20%Q4 2022Q3 20234
SPG SIMON PPTY GROUP INC NEW440.16%0.18%0.19%Q4 2022Q3 20234
FANG DIAMONDBACK ENERGY INC440.16%0.18%0.20%Q4 2022Q3 20234
IWO ISHARES TR440.15%0.16%0.17%Q4 2022Q3 20234
ET ENERGY TRANSFER L P440.13%0.14%0.14%Q4 2022Q3 20234
VEA VANGUARD TAX-MANAGED FDS330.41%0.69%0.96%Q1 2023Q3 20233
VCSH VANGUARD SCOTTSDALE FDS330.28%0.29%0.31%Q1 2023Q3 20233
FB META PLATFORMS INC330.23%0.26%0.28%Q1 2023Q3 20233
EEMS ISHARES INC330.19%0.25%0.32%Q4 2022Q2 20233
AMD ADVANCED MICRO DEVICES...330.16%0.23%0.28%Q4 2022Q2 20233
IFF INTERNATIONAL FLAVORS&...210.17%0.22%0.27%Q4 2022Q3 20233
MXI ISHARES TR330.16%0.21%0.29%Q4 2022Q2 20233
LEG LEGGETT & PLATT INC330.17%0.20%0.22%Q4 2022Q2 20233
HTEC EXCHANGE TRADED CONCEP...330.16%0.18%0.19%Q4 2022Q2 20233
SPY SPDR S&P 500 ETF TR330.15%0.16%0.16%Q1 2023Q3 20233
SBUX STARBUCKS CORP220.51%0.55%0.59%Q4 2022Q1 20232
INTC INTEL CORP220.34%0.35%0.37%Q4 2022Q1 20232
CG CARLYLE GROUP INC220.29%0.35%0.41%Q4 2022Q1 20232
SCHO SCHWAB STRATEGIC TR220.31%0.32%0.33%Q2 2023Q3 20232
CANADIAN PACIFIC KANSA...220.27%0.28%0.29%Q2 2023Q3 20232
UNP UNION PAC CORP220.24%0.25%0.26%Q1 2023Q2 20232
KRE SPDR SER TR220.21%0.24%0.26%Q2 2023Q3 20232
WPC WP CAREY INC220.20%0.21%0.22%Q2 2023Q3 20232
IEZ ISHARES TR220.18%0.20%0.22%Q4 2022Q1 20232
SCHB SCHWAB STRATEGIC TR220.20%0.20%0.20%Q4 2022Q1 20232
ACN ACCENTURE PLC IRELAND220.19%0.20%0.20%Q2 2023Q3 20232
FALN ISHARES TR220.16%0.17%0.18%Q1 2023Q2 20232
ORCL ORACLE CORP220.16%0.17%0.18%Q2 2023Q3 20232
AMT AMERICAN TOWER CORP NEW110.16%0.17%0.17%Q4 2022Q2 20232
XLC SELECT SECTOR SPDR TR220.16%0.16%0.16%Q2 2023Q3 20232
FIS FIDELITY NATL INFORMAT...110.15%0.16%0.18%Q4 2022Q3 20232
EFG ISHARES TR110.15%0.16%0.17%Q4 2022Q2 20232
BHG BRIGHT HEALTH GROUP INC220.00%0.01%0.01%Q4 2022Q1 20232
TGT TARGET CORP111.49%1.49%1.49%Q3 2023Q3 20231
RSP INVESCO EXCHANGE TRADE...110.74%0.74%0.74%Q3 2023Q3 20231
TRV TRAVELERS COMPANIES INC110.68%0.68%0.68%Q3 2023Q3 20231
FTLS FIRST TR EXCH TRADED F...110.42%0.42%0.42%Q3 2023Q3 20231
XSOE WISDOMTREE TR110.42%0.42%0.42%Q4 2022Q4 20221
CHRW C H ROBINSON WORLDWIDE...110.36%0.36%0.36%Q4 2022Q4 20221
RTX RTX CORPORATION110.35%0.35%0.35%Q3 2023Q3 20231
KSS KOHLS CORP110.32%0.32%0.32%Q3 2023Q3 20231
CP CANADIAN PAC RY LTD110.32%0.32%0.32%Q4 2022Q4 20221
GE HEALTHCARE TECHNOLO...110.28%0.28%0.28%Q3 2023Q3 20231
TJX TJX COS INC NEW110.27%0.27%0.27%Q4 2022Q4 20221
QQQ INVESCO QQQ TR110.21%0.21%0.21%Q3 2023Q3 20231
RPV INVESCO EXCHANGE TRADE...110.20%0.20%0.20%Q4 2022Q4 20221
GLD SPDR GOLD TR110.20%0.20%0.20%Q4 2022Q4 20221
PDP INVESCO EXCHANGE TRADE...110.20%0.20%0.20%Q4 2022Q4 20221
AVAV AEROVIRONMENT INC110.20%0.20%0.20%Q3 2023Q3 20231
MRVL MARVELL TECHNOLOGY INC110.20%0.20%0.20%Q4 2022Q4 20221
HAL HALLIBURTON CO110.20%0.20%0.20%Q4 2022Q4 20221
WBA WALGREENS BOOTS ALLIAN...110.17%0.17%0.17%Q4 2022Q4 20221
BSX BOSTON SCIENTIFIC CORP110.17%0.17%0.17%Q3 2023Q3 20231
AXP AMERICAN EXPRESS CO110.16%0.16%0.16%Q4 2022Q4 20221
SPHD INVESCO EXCH TRADED FD...110.16%0.16%0.16%Q4 2022Q4 20221
LMT LOCKHEED MARTIN CORP110.16%0.16%0.16%Q3 2023Q3 20231
PSX PHILLIPS 66110.16%0.16%0.16%Q3 2023Q3 20231
 Download

The securities at the top of the list , including MICROSOFT CORP, UNITEDHEALTH GROUP INC, and GRACO INC, are the highest-conviction holdings of VIAWEALTH, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by VIAWEALTH, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that VIAWEALTH, LLC owns currently or has owned in the past.