The Analysis of VIAWEALTH, LLC's Holdings
Currently, VIAWEALTH, LLC holds 157 types of securities in its portfolio with a total value $183.1M. In the most recent quarter, they have increased their positions in JAAA (+26.0K shares, valued at $1.3M), SPHD (+25.6K shares, valued at $1.3M), JMBS (+24.0K shares, valued at $1.1M); decreased their positions in CW (-897 shares, valued at $487.0K), SCHD (-13.6K shares, valued at $370.2K), IEO (-3.3K shares, valued at $301.8K); initiated new positions in SPHD (+25.6K shares, valued at $1.3M), JMBS (+24.0K shares, valued at $1.1M), OC (+2.5K shares, valued at $350.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION58.9K shares-0.24%2025-09-302025-11-12
MSFT MICROSOFT CORP15.7K shares2.37%2025-09-302025-11-12 NOBL PROSHARES TR60.4K shares2.31%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS68.1K shares-2.84%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR93.9K shares38.22%2025-09-302025-11-12 FTLS FIRST TR EXCH TRADED FD III66.4K shares-5.66%2025-09-302025-11-12 GGG GRACO INC53.2K shares0.26%2025-09-302025-11-12 AAPL APPLE INC17.5K shares6.70%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T20.4K shares-0.51%2025-09-302025-11-12 GOOGL ALPHABET INC15.3K shares-3.45%2025-09-302025-11-12 AMZN AMAZON COM INC15.9K shares3.73%2025-09-302025-11-12 ABBV ABBVIE INC14.0K shares1.55%2025-09-302025-11-12 BAC BANK AMERICA CORP56.1K shares1.16%2025-09-302025-11-12 MUNI PIMCO ETF TR50.1K shares7.72%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC7.3K shares-1.08%2025-09-302025-11-12 IJR ISHARES TR20.7K shares-0.42%2025-09-302025-11-12 AIRR FIRST TR EXCHANGE TRADED FD23.6K shares-6.14%2025-09-302025-11-12 DUHP DIMENSIONAL ETF TRUST57.4K shares-0.39%2025-09-302025-11-12 VLO VALERO ENERGY CORP12.6K shares-0.10%2025-09-302025-11-12 AMGN AMGEN INC7.2K shares0.42%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL4.0K shares-2.14%2025-09-302025-11-12 ANET ARISTA NETWORKS INC13.6K shares-2.11%2025-09-302025-11-12 LQD ISHARES TR17.5K shares-7.74%2025-09-302025-11-12 MDT MEDTRONIC PLC20.0K shares0.93%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR69.4K shares-16.36%2025-09-302025-11-12 TSLA TESLA INC4.2K shares6.73%2025-09-302025-11-12 VO VANGUARD INDEX FDS6.2K shares3.21%2025-09-302025-11-12 USB US BANCORP DEL37.1K shares-1.90%2025-09-302025-11-12 DELL DELL TECHNOLOGIES INC12.3K shares-5.40%2025-09-302025-11-12 MINO PIMCO ETF TR37.4K shares9.18%2025-09-302025-11-12 HYS PIMCO ETF TR17.5K shares-3.23%2025-09-302025-11-12 ORCL ORACLE CORP5.7K shares1.24%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.5.0K shares-1.02%2025-09-302025-11-12 GLD SPDR GOLD TR4.3K shares6.83%2025-09-302025-11-12 QCOM QUALCOMM INC9.1K shares-1.70%2025-09-302025-11-12 HD HOME DEPOT INC3.7K shares-2.24%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC7.0K shares26.34%2025-09-302025-11-12 NFLX NETFLIX INC1.2K shares0.00%2025-09-302025-11-12 CRM SALESFORCE INC5.5K shares3.76%2025-09-302025-11-12 HON HONEYWELL INTL INC6.1K shares-2.78%2025-09-302025-11-12 SPHD INVESCO EXCH TRADED FD TR II25.6K sharesnew addition2025-09-302025-11-12 VUG VANGUARD INDEX FDS2.5K shares-5.53%2025-09-302025-11-12 WMT WALMART INC11.7K shares-2.85%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS5.5K shares-8.65%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO7.4K shares2.34%2025-09-302025-11-12 COP CONOCOPHILLIPS11.9K shares-2.55%2025-09-302025-11-12 JMBS JANUS DETROIT STR TR24.0K sharesnew addition2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS18.3K shares-17.33%2025-09-302025-11-12 META META PLATFORMS INC1.5K shares7.71%2025-09-302025-11-12 PGR PROGRESSIVE CORP4.2K shares4.43%2025-09-302025-11-12 SHOP SHOPIFY INC6.8K shares-3.20%2025-09-302025-11-12 ETR ENTERGY CORP NEW10.3K shares-1.35%2025-09-302025-11-12 WMB WILLIAMS COS INC14.4K shares-10.68%2025-09-302025-11-12 DE DEERE & CO2.0K shares-4.39%2025-09-302025-11-12 CSCO CISCO SYS INC13.0K shares-2.61%2025-09-302025-11-12 CB CHUBB LIMITED3.2K shares-6.04%2025-09-302025-11-12 BX BLACKSTONE INC5.1K shares2.48%2025-09-302025-11-12 IWM ISHARES TR3.6K shares-10.60%2025-09-302025-11-12 CW CURTISS WRIGHT CORP1.6K shares-35.77%2025-09-302025-11-12 IWR ISHARES TR9.0K shares0.00%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR32.1K shares2.55%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS9.5K shares0.80%2025-09-302025-11-12 BURL BURLINGTON STORES INC3.4K shares3.05%2025-09-302025-11-12 AVGO BROADCOM INC2.6K shares-2.01%2025-09-302025-11-12 CASY CASEYS GEN STORES INC1.5K shares2.20%2025-09-302025-11-12 CVX CHEVRON CORP NEW5.3K shares-6.89%2025-09-302025-11-12 SCHW SCHWAB CHARLES CORP8.4K shares-8.99%2025-09-302025-11-12 AMAT APPLIED MATLS INC3.9K shares-1.09%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC4.9K shares-2.58%2025-09-302025-11-12 MDY SPDR S&P MIDCAP 400 ETF TR1.3K shares0.00%2025-09-302025-11-12 EMR EMERSON ELEC CO6.0K shares-16.31%2025-09-302025-11-12 PNW PINNACLE WEST CAP CORP8.7K shares-3.06%2025-09-302025-11-12 SPLV INVESCO EXCH TRADED FD TR II10.5K shares4.76%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS12.6K shares23.90%2025-09-302025-11-12 VIOG VANGUARD ADMIRAL FDS INC6.1K shares-3.28%2025-09-302025-11-12 SO SOUTHERN CO7.8K shares0.64%2025-09-302025-11-12 ENB ENBRIDGE INC14.5K shares-7.11%2025-09-302025-11-12 IWP ISHARES TR5.1K shares0.00%2025-09-302025-11-12 ETN EATON CORP PLC1.9K shares-7.39%2025-09-302025-11-12 VTI VANGUARD INDEX FDS2.2K shares5.38%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC7.2K shares4.89%2025-09-302025-11-12 LH LABCORP HOLDINGS INC2.4K shares-4.92%2025-09-302025-11-12 RF REGIONS FINANCIAL CORP NEW25.8K shares-8.19%2025-09-302025-11-12 SNOW SNOWFLAKE INC2.9K shares0.00%2025-09-302025-11-12 FIVE FIVE BELOW INC4.2K shares0.00%2025-09-302025-11-12 CHD CHURCH & DWIGHT CO INC7.1K shares-4.37%2025-09-302025-11-12 SLB SCHLUMBERGER LTD17.8K shares-2.64%2025-09-302025-11-12 MCD MCDONALDS CORP2.0K shares-8.87%2025-09-302025-11-12 SCCO SOUTHERN COPPER CORP4.9K shares9.17%2025-09-302025-11-12 QUAL ISHARES TR3.0K shares-17.58%2025-09-302025-11-12 ASML ASML HOLDING N V592 shares-13.20%2025-09-302025-11-12 BAH BOOZ ALLEN HAMILTON HLDG COR5.7K shares5.03%2025-09-302025-11-12 HBAN HUNTINGTON BANCSHARES INC32.3K shares-6.62%2025-09-302025-11-12 VTR VENTAS INC7.7K shares-2.25%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON2.9K shares0.59%2025-09-302025-11-12 KO COCA COLA CO8.1K shares-9.87%2025-09-302025-11-12 MS MORGAN STANLEY3.3K shares1.42%2025-09-302025-11-12 CP CANADIAN PACIFIC KANSAS CITY6.8K shares-2.30%2025-09-302025-11-12 BA BOEING CO2.2K shares0.00%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR1.7K shares-0.70%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN1.6K shares4.85%2025-09-302025-11-12 FIS FIDELITY NATL INFORMATION SV7.2K shares-6.98%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC577 shares9.07%2025-09-302025-11-12 MMM 3M CO2.9K shares0.24%2025-09-302025-11-12 VIOO VANGUARD ADMIRAL FDS INC4.1K shares-7.56%2025-09-302025-11-12 IEO ISHARES TR4.9K shares-40.06%2025-09-302025-11-12 CSX CSX CORP12.5K shares-7.32%2025-09-302025-11-12 LKQ LKQ CORP14.6K shares11.72%2025-09-302025-11-12 COF CAPITAL ONE FINL CORP2.1K shares-6.66%2025-09-302025-11-12 FCN FTI CONSULTING INC2.7K shares12.79%2025-09-302025-11-12 WM WASTE MGMT INC DEL1.9K shares-11.15%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC860 shares-15.60%2025-09-302025-11-12 TTD THE TRADE DESK INC8.5K shares35.64%2025-09-302025-11-12 XLC SELECT SECTOR SPDR TR3.4K shares0.00%2025-09-302025-11-12 MGA MAGNA INTL INC8.5K shares-4.45%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW427 shares3.64%2025-09-302025-11-12 PYPL PAYPAL HLDGS INC5.8K shares-18.39%2025-09-302025-11-12 LLY ELI LILLY & CO499 shares-10.89%2025-09-302025-11-12 MRK MERCK & CO INC4.5K shares6.45%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR562 shares0.00%2025-09-302025-11-12 NVO NOVO-NORDISK A S6.6K shares-39.43%2025-09-302025-11-12 XYZ BLOCK INC5.0K shares-23.89%2025-09-302025-11-12 GEHC GE HEALTHCARE TECHNOLOGIES I4.7K shares5.56%2025-09-302025-11-12 OC OWENS CORNING NEW2.5K sharesnew addition2025-09-302025-11-12 NVS NOVARTIS AG2.7K shares-9.01%2025-09-302025-11-12 FANG DIAMONDBACK ENERGY INC2.4K shares37.82%2025-09-302025-11-12 MXI ISHARES TR3.6K shares-19.75%2025-09-302025-11-12 AVY AVERY DENNISON CORP2.1K shares-9.30%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC1.8K shares12.19%2025-09-302025-11-12 GSK GSK PLC7.6K shares-0.25%2025-09-302025-11-12 DIS DISNEY WALT CO2.8K shares-16.95%2025-09-302025-11-12 FPEI FIRST TR EXCH TRADED FD III16.7K shares1.41%2025-09-302025-11-12 HI HILLENBRAND INC11.9K shares11.50%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW1.6K shares-17.40%2025-09-302025-11-12 V VISA INC891 shares16.47%2025-09-302025-11-12 IWO ISHARES TR926 shares0.00%2025-09-302025-11-12 UHAL.B U HAUL HOLDING COMPANY5.8K shares-5.01%2025-09-302025-11-12 BDX BECTON DICKINSON & CO1.6K shares4.64%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC1.7K shares19.30%2025-09-302025-11-12 XOM EXXON MOBIL CORP2.4K shares-28.26%2025-09-302025-11-12 TSM TAIWAN SEMICONDUCTOR MFG LTD949 sharesnew addition2025-09-302025-11-12 HRL HORMEL FOODS CORP10.4K shares-16.01%2025-09-302025-11-12 PSX PHILLIPS 661.8K shares0.00%2025-09-302025-11-12 MKC MCCORMICK & CO INC3.6K shares-19.72%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND965 shares-1.23%2025-09-302025-11-12 ET ENERGY TRANSFER L P13.7K shares0.00%2025-09-302025-11-12 HSY HERSHEY CO1.2K sharesnew addition2025-09-302025-11-12 XLG INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2025-09-302025-11-12 LHX L3HARRIS TECHNOLOGIES INC734 sharesnew addition2025-09-302025-11-12 ETH GRAYSCALE ETHEREUM MINI TR E5.7K sharesnew addition2025-09-302025-11-12 SOUN SOUNDHOUND AI INC13.4K shares-12.94%2025-09-302025-11-12 GOOG ALPHABET INC886 sharesnew addition2025-09-302025-11-12 APA APA CORPORATION8.8K sharesnew addition2025-09-302025-11-12 CIBR FIRST TR EXCHANGE TRADED FD2.8K shares2.00%2025-09-302025-11-12 SON SONOCO PRODS CO4.8K shares-0.15%2025-09-302025-11-12 ARM ARM HOLDINGS PLC1.4K shares-4.79%2025-09-302025-11-12 KSS KOHLS CORP12.6K shares-3.15%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR200 sharesnew addition2025-09-302025-11-12