$122 Million is the total value of VIAWEALTH, LLC's 157 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 7 | Q2 2024 | 4.6% |
| GRACO INC | 7 | Q2 2024 | 3.6% |
| UNITEDHEALTH GROUP INC | 7 | Q2 2024 | 3.7% |
| PROSHARES TR | 7 | Q2 2024 | 3.6% |
| NVIDIA CORPORATION | 7 | Q2 2024 | 4.7% |
| APPLE INC | 7 | Q2 2024 | 2.9% |
| ALPHABET INC | 7 | Q2 2024 | 2.3% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 2.2% |
| VANGUARD SCOTTSDALE FDS | 7 | Q2 2024 | 2.3% |
| AMAZON COM INC | 7 | Q2 2024 | 2.1% |
View VIAWEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
View VIAWEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.