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Home > Institutional Investor > Viawealth, Llc > Profile

Instuitional Investor - Viawealth, Llc

Fund Profile
Filing Period:
Fund Name: Viawealth, Llc
Portfolio Value $161,994,594
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 59,956 $6,498,023 4.01%
2.
Proshares Tr - S&P 500 DV ARIST
 58,568 $5,984,475 3.69%
3.
Microsoft Corp
 MSFT 15,336 $5,756,898 3.55%
4.
Vanguard Scottsdale Funds
 69,823 $5,708,742 3.52%
5.
First Tr Exch Traded Fd Iii
 78,818 $5,050,679 3.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)