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Home > Institutional Investor > Viawealth, Llc > Profile

Instuitional Investor - Viawealth, Llc

Fund Profile
Filing Period:
Fund Name: Viawealth, Llc
Portfolio Value $165,633,207
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 59,712 $8,018,714 4.84%
2.
Microsoft Corp
 MSFT 15,180 $6,398,348 3.86%
3.
Proshares Tr
 62,714 $6,243,198 3.76%
4.
Vanguard Scottsdale Funds
 61,328 $4,922,769 2.97%
5.
Graco Inc
 GGG 55,081 $4,642,768 2.8%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)