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Jeffrey Rosenthal

Viawealth, Llc

Assets Managed
$179.654M
Holdings
159
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
1.04%(2Q avg: -0.92%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Viawealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Viawealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 179.654M in assets, with a quarterly growth rate of 1.04% and a 2-quarter average growth rate of -0.92%. The portfolio is managed by Jeffrey Rosenthal, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.09%
5.41%
$9.717M
55,716 shares@ $174.41 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 0.47%
3.63%
$6.516M
61,462 shares@ $106.01 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 5.34%
3.2%
$5.736M
113,872 shares@ $50.37 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.7%
3.13%
$5.607M
15,148 shares@ $370.17 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Decreased -3.5%
2.98%
$5.345M
64,598 shares@ $82.75 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.95%
2.54%
$4.546M
17,914 shares@ $253.79 avg price
GGG
Graco Inc
Recent Activity
Decreased -0.75%
2.49%
$4.469M
52,795 shares@ $84.66 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 1.8%
2.26%
$4.057M
21,137 shares@ $191.92 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.65%
2.14%
$3.838M
13,348 shares@ $287.58 avg price
FTLS
First Trust Long Short Eqty
Recent Activity
Decreased -13.94%
2.09%
$3.738M
53,128 shares@ $70.37 avg price

1-10 of 159