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Home > Institutional Investor > Viawealth, Llc > Profile

Instuitional Investor - Viawealth, Llc

Fund Profile
Filing Period:
Fund Name: Viawealth, Llc
Portfolio Value $177,809,451
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 56,908 $10,613,393 5.97%
2.
Microsoft Corp
 MSFT 14,896 $7,203,839 4.05%
3.
Proshares Tr - S&P 500 DV ARIST
 61,179 $6,366,887 3.58%
4.
Vanguard Scottsdale Funds
 66,941 $5,606,317 3.15%
5.
Janus Detroit Str Tr
 108,109 $5,468,174 3.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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