• 13F History

VIAWEALTH, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$166M
Signature - Title
Jeffrey Rosenthal - CCO
Location
Leawood, KS
Summary
This page shows a list of all the recent 13F filings made by VIAWEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VIAWEALTH, LLC reported 145 stock holdings with total value $166M as of Q4 2024. Top holdings included NVDA, MSFT, NOBL, VCIT, and GGG.
Holdings Value

List of Other Managers Reporting for VIAWEALTH, LLC:

Name Holdings Value Location File Number
FINANCIAL COUNSELORS INC $6.85B Overland Park, KS 028-05159
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 145 $166M +$8.66M -$11.9M -$3.23M NVDA, MSFT, NOBL, VCIT, GGG 13F-HR 2/11/2025, 10:15 AM
Q3 2024 150 $172M +$7.81M -$6.05M +$1.76M NVDA, MSFT, NOBL, GGG, VCIT 13F-HR 11/12/2024, 07:46 PM
Q2 2024 151 $161M +$13.2M -$5.95M +$7.3M NVDA, MSFT, NOBL, GGG, UNH 13F-HR 8/12/2024, 01:42 PM
Q1 2024 153 $160M +$10.1M -$8.47M +$1.61M MSFT, NVDA, NOBL, GGG, UNH 13F-HR 5/10/2024, 04:02 PM
Q4 2023 151 $145M +$8.56M -$12.1M -$3.59M MSFT, NOBL, GGG, UNH, NVDA 13F-HR 2/12/2024, 11:56 AM
Q3 2023 164 $136M +$13.1M -$6.65M +$6.45M UNH, MSFT, NOBL, GGG, NVDA 13F-HR 11/13/2023, 02:30 PM
Q2 2023 151 $134M +$7.16M -$3.37M +$3.78M MSFT, GGG, UNH, NOBL, AAPL 13F-HR 8/10/2023, 02:26 PM
Q1 2023 147 $126M +$10M -$4.09M +$5.92M MSFT, UNH, GGG, NOBL, AAPL 13F-HR 5/12/2023, 03:52 PM
Q4 2022 156 $121M UNH, MSFT, GGG, AAPL, QUAL 13F-HR 2/13/2023, 02:53 PM