Vista Cima Wealth Management LLC Portfolio Holdings

Vista Cima Wealth Management LLC

  • $96.2 Billion
  • Q4 2024

Vista Cima Wealth Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $96.2 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $12.4B, Schwab Strategic Tr Us Large C with a value of $10.2B, Nvidia Corp with a value of $5.81B, Apple Inc. with a value of $5.67B, and Microsoft Corp with a value of $4.7B.

Examining the 13F form we can see an increase of $96.2B in the current position value.

Vista Cima Wealth Management LLC is based out at Surprise, AZ

Below you can find more details about Vista Cima Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $96.2 Billion
ETFs: $68.1 Billion
Technology: $21.9 Billion
Consumer Cyclical: $2.83 Billion
Communication Services: $2.41 Billion
Financial Services: $713 Million
Consumer Defensive: $253 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Billion 12.89% of portfolio
24,264
Q4 2024 New
$0
$10.2 Billion 10.64% of portfolio
367,301
Q4 2024 New
$346B
$5.81 Billion 6.04% of portfolio
43,276
Q4 2024 New
$3.93T
$5.67 Billion 5.9% of portfolio
22,661
Q4 2024 New
$3.04T
$4.7 Billion 4.89% of portfolio
11,156
Q4 2024 New
$0
$4.26 Billion 4.43% of portfolio
69,472
Q4 2024 New
$0
$4.16 Billion 4.33% of portfolio
122,016
Q4 2024 New
$0
$3.84 Billion 3.99% of portfolio
39,012
Q4 2024 New
$0
$3.68 Billion 3.83% of portfolio
54,576
Q4 2024 New
$0
$3.63 Billion 3.78% of portfolio
133,003
Q4 2024 New
$0
$3.57 Billion 3.71% of portfolio
13,515
Q4 2024 New
$0
$3.08 Billion 3.2% of portfolio
43,811
Q4 2024 New
$0
$2.93 Billion 3.05% of portfolio
57,644
Q4 2024 New
$0
$2.32 Billion 2.41% of portfolio
24,440
Q4 2024 New
$94.4B
$2.17 Billion 2.25% of portfolio
9,346
Q4 2024 New
$2.33T
$1.95 Billion 2.03% of portfolio
8,910
Q4 2024 New
$0
$1.69 Billion 1.76% of portfolio
15,641
Q4 2024 New
$0
$1.63 Billion 1.69% of portfolio
32,224
Q4 2024 New
$0
$1.6 Billion 1.67% of portfolio
31,822
Q4 2024 New
$1.11T
$1.23 Billion 1.27% of portfolio
6,472
Q4 2024 New
$1.64T
$1.19 Billion 1.24% of portfolio
2,031
Q4 2024 New
$0
$1.11 Billion 1.15% of portfolio
33,370
Q4 2024 New
$0
$1.08 Billion 1.12% of portfolio
14,475
Q4 2024 New
$0
$892 Million 0.93% of portfolio
37,062
Q4 2024 New
$0
$790 Million 0.82% of portfolio
13,582
Q4 2024 New
$0
$775 Million 0.81% of portfolio
16,693
Q4 2024 New
$199B
$717 Million 0.74% of portfolio
676
Q4 2024 New
$327B
$678 Million 0.7% of portfolio
2,027
Q4 2024 New
$470B
$671 Million 0.7% of portfolio
4,025
Q4 2024 New
$266B
$554 Million 0.58% of portfolio
9,360
Q4 2024 New
$0
$523 Million 0.54% of portfolio
3,164
Q4 2024 New
$81B
$514 Million 0.53% of portfolio
1,711
Q4 2024 New
$0
$479 Million 0.5% of portfolio
19,970
Q4 2024 New
$0
$456 Million 0.47% of portfolio
14,968
Q4 2024 New
$1.12T
$451 Million 0.47% of portfolio
1,116
Q4 2024 New
$183B
$430 Million 0.45% of portfolio
3,556
Q4 2024 New
$0
$321 Million 0.33% of portfolio
4,114
Q4 2024 New
$282B
$253 Million 0.26% of portfolio
2,804
Q4 2024 New
$176B
$246 Million 0.26% of portfolio
493
Q4 2024 New
$539B
$236 Million 0.25% of portfolio
448
Q4 2024 New
$0
$228 Million 0.24% of portfolio
9,383
Q4 2024 New
$419B
$217 Million 0.23% of portfolio
557
Q4 2024 New
$0
$218 Million 0.23% of portfolio
2,036
Q4 2024 New
$0
$221 Million 0.23% of portfolio
2,380
Q4 2024 New
$0
$212 Million 0.22% of portfolio
8,400
Q4 2024 New
$227B
$211 Million 0.22% of portfolio
728
Q4 2024 New
$578B
$210 Million 0.22% of portfolio
665
Q4 2024 New
$0
$21.4 Million 0.02% of portfolio
10,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $96.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 49 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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