Vista Cima Wealth Management LLC New Holdings in Q4 2024

Vista Cima Wealth Management LLC

  • $96.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
24.3K
New
$481.22 - $538.17 $11.7M - $13.1M
24.3K $12.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
367K
New
$25.93 - $105.3 $9.52M - $38.7M
367K $10.2B
NVDA
Nvidia Corp

Technology
43.3K
New
$117.0 - $148.88 $5.06M - $6.44M
43.3K $5.81B
AAPL
Apple Inc.

Technology
22.7K
New
$221.69 - $259.02 $5.02M - $5.87M
22.7K $5.67B
MSFT
Microsoft Corp

Technology
11.2K
New
$406.35 - $454.46 $4.53M - $5.07M
11.2K $4.7B
DGRO
Ishares Core Dividend Growth E

ETFs
69.5K
New
$60.73 - $64.94 $4.22M - $4.51M
69.5K $4.26B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
122K
New
$34.13 - $37.35 $4.16M - $4.56M
122K $4.16B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
39K
New
$98.47 - $109.35 $3.84M - $4.27M
39K $3.84B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
54.6K
New
$65.31 - $74.15 $3.56M - $4.05M
54.6K $3.68B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
133K
New
$26.93 - $84.95 $3.58M - $11.3M
133K $3.63B
IEFA
Ishares Tr

ETFs
43.8K
New
$70.06 - $77.43 $3.07M - $3.39M
43.8K $3.08B
ROUS
Hartford Multifactor Us Equity

ETFs
57.6K
New
$50.86 - $54.39 $2.93M - $3.14M
57.6K $2.93B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
24.4K
New
$89.97 - $98.59 $2.2M - $2.41M
24.4K $2.32B
AVGO
Broadcom Inc.

Technology
9.35K
New
$159.67 - $250.0 $1.49M - $2.34M
9.35K $2.17B
AMZN
Amazon Com Inc

Consumer Cyclical
8.91K
New
$180.88 - $232.93 $1.61M - $2.08M
8.91K $1.95B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$119.61 - $136.3 $1.67M - $1.91M
14K $1.73B
AGZ
Ishares Agency Bond ETF

ETFs
15.6K
New
$107.68 - $110.37 $1.68M - $1.73M
15.6K $1.69B
ICSH
Blackrock Ultra Short Term Bon

ETFs
32.2K
New
$50.35 - $50.69 $1.62M - $1.63M
32.2K $1.63B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31.8K
New
$50.37 - $50.6 $1.6M - $1.61M
31.8K $1.6B
GOOGL
Alphabet Inc.

Communication Services
6.47K
New
$161.86 - $196.66 $1.05M - $1.27M
6.47K $1.23B
META
Meta Platforms, Inc.

Communication Services
2.03K
New
$554.08 - $632.68 $1.13M - $1.28M
2.03K $1.19B
BSTP
Innovator Etfs Tr Buffer Step

ETFs
33.4K
New
$32.41 - $33.9 $1.08M - $1.13M
33.4K $1.11B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14.5K
New
$74.5 - $78.37 $1.08M - $1.13M
14.5K $1.08B
SCHO
Schwab Short Term Us Treasury

ETFs
37.1K
New
$24.06 - $48.88 $892K - $1.81M
37.1K $892M
VGSH
Vanguard

ETFs
13.6K
New
$58.02 - $58.88 $788K - $800K
13.6K $790M
GTO
Invesco Actively Managed ETF T

ETFs
16.7K
New
$46.33 - $48.41 $773K - $808K
16.7K $775M
NOW
Service Now, Inc.

Technology
676
New
$867.18 - $1148.42 $586K - $776K
676 $717M
CRM
Salesforce, Inc.

Technology
2.03K
New
$270.87 - $367.87 $549K - $746K
2.03K $678M
ORCL
Oracle Corp

Technology
4.03K
New
$165.41 - $192.43 $666K - $775K
4.03K $671M
CSCO
Cisco Systems, Inc.

Technology
9.36K
New
$52.45 - $60.02 $491K - $562K
9.36K $554M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
3.16K
New
$164.89 - $177.66 $522K - $562K
3.16K $523M
CDNS
Cadence Design Systems Inc

Technology
1.71K
New
$249.1 - $324.54 $426K - $555K
1.71K $514M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
20K
New
$23.99 - $24.55 $479K - $490K
20K $479M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
15K
New
$29.73 - $30.81 $445K - $461K
15K $456M
TSLA
Tesla, Inc.

Consumer Cyclical
1.12K
New
$213.65 - $479.86 $238K - $536K
1.12K $451M
AMD
Advanced Micro Devices Inc

Technology
3.56K
New
$118.88 - $172.8 $423K - $614K
3.56K $430M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.11K
New
$77.86 - $79.27 $320K - $326K
4.11K $321M
WMT
Walmart Inc.

Consumer Defensive
2.8K
New
$79.1 - $95.7 $222K - $268K
2.8K $253M
SPGI
S&P Global Inc.

Financial Services
493
New
$480.36 - $529.17 $237K - $261K
493 $246M
MA
Mastercard Inc

Financial Services
448
New
$491.3 - $536.15 $220K - $240K
448 $236M
IGBH
Ishares Interest Rate Hedged L

ETFs
9.38K
New
$24.14 - $24.57 $227K - $231K
9.38K $228M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.38K
New
$92.58 - $93.71 $220K - $223K
2.38K $221M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.04K
New
$106.56 - $113.11 $217K - $230K
2.04K $218M
HD
Home Depot, Inc.

Consumer Cyclical
557
New
$385.02 - $431.37 $214K - $240K
557 $217M
RVNU
Xtrackers Municipal Infrastruc

ETFs
8.4K
New
$25.17 - $26.23 $211K - $220K
8.4K $212M
MCD
Mcdonalds Corp

Consumer Cyclical
728
New
$288.47 - $316.54 $210K - $230K
728 $211M
V
Visa Inc.

Financial Services
665
New
$273.87 - $320.91 $182K - $213K
665 $210M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
10K
New
$2.14 - $2.24 $21.4K - $22.4K
10K $21.4M
Activity Summary
Buys All Purchases 49 New Holdings 49 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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