Vista Cima Wealth Management LLC Top Holdings and 13F Report (2025) About Vista Cima Wealth Management LLCInvestment ActivityVista Cima Wealth Management LLC has $92.88 million in total holdings as of March 31, 2025.Vista Cima Wealth Management LLC owns shares of 50 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.35% of the portfolio was purchased this quarter.About 4.26% of the portfolio was sold this quarter.This quarter, Vista Cima Wealth Management LLC has purchased 49 new stocks and bought additional shares in 26 stocks.Vista Cima Wealth Management LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco QQQ $11,889,483Schwab U.S. Large-Cap Growth ETF $11,089,493Apple $5,064,107NVIDIA $4,601,289Vanguard Mid-Cap ETF $4,521,754 Largest New Holdings this Quarter 573874104 - Marvell Technology $344,730 Holding609207105 - Mondelez International $266,801 Holding09290D101 - BLACKROCK INC $240,406 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 75,570 shares (about $1.89M)Vanguard Mid-Cap ETF 3,969 shares (about $1.03M)Invesco QQQ 1,091 shares (about $511.59K)Marvell Technology 5,599 shares (about $344.73K)Tesla 1,241 shares (about $321.62K) Largest Sales this Quarter iShares Core MSCI EAFE ETF 13,353 shares (about $1.01M)SPDR Portfolio Developed World ex-US ETF 20,797 shares (about $757.22K)Broadcom 1,886 shares (about $315.79K)Invesco S&P 500 Momentum ETF 3,093 shares (about $286.20K)Microsoft 725 shares (about $272.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Cima Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$11,889,483$511,592 ▲4.5%25,35512.8%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$11,089,493$1,892,273 ▲20.6%442,87111.9%ETFAAPLApple$5,064,107$30,432 ▲0.6%22,7985.5%Computer and TechnologyNVDANVIDIA$4,601,289$88,980 ▼-1.9%42,4555.0%Computer and TechnologyVOVanguard Mid-Cap ETF$4,521,754$1,026,472 ▲29.4%17,4844.9%ETFDGROiShares Core Dividend Growth ETF$4,371,685$79,696 ▲1.9%70,7624.7%ETFMSFTMicrosoft$3,915,846$272,168 ▼-6.5%10,4314.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$3,846,363$127,609 ▲3.4%137,5674.1%ETFXMHQInvesco S&P MidCap Quality ETF$3,806,425$235,688 ▲6.6%41,5874.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,685,384$757,219 ▼-17.0%101,2194.0%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$3,570,844$178,399 ▲5.3%57,4463.8%ETFROUSHartford Multifactor US Equity ETF$3,171,082$246,801 ▲8.4%62,5093.4%ETFIEFAiShares Core MSCI EAFE ETF$2,304,148$1,010,155 ▼-30.5%30,4582.5%ETFSPMOInvesco S&P 500 Momentum ETF$1,975,238$286,195 ▼-12.7%21,3472.1%ETFAGZiShares Agency Bond ETF$1,919,030$207,279 ▲12.1%17,5352.1%FinanceAMZNAmazon.com$1,905,834$210,618 ▲12.4%10,0172.1%Retail/WholesaleICSHiShares Ultra Short-Term Bond Active ETF$1,825,859$192,102 ▲11.8%36,0132.0%ETFJPSTJPMorgan Ultra-Short Income ETF$1,770,531$159,383 ▲9.9%34,9701.9%ETFXMMOInvesco S&P MidCap Momentum ETF$1,331,333$261,420 ▼-16.4%11,7031.4%ETFAVGOBroadcom$1,249,092$315,789 ▼-20.2%7,4601.3%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$1,206,131$97,780 ▲8.8%15,7521.3%ETFBSTPInnovator Buffer Step-Up Strategy ETF$1,068,577$10,869 ▼-1.0%33,0341.2%ETFGOOGLAlphabet$983,423$17,476 ▼-1.7%6,3591.1%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$982,922$80,833 ▲9.0%40,3831.1%ETFMETAMeta Platforms$956,822$213,844 ▼-18.3%1,6601.0%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$879,000$81,873 ▲10.3%14,9770.9%ETFGTOInvesco Total Return Bond ETF$844,458$61,056 ▲7.8%17,9940.9%ETFTSLATesla$610,840$321,617 ▲111.2%2,3570.7%Auto/Tires/TrucksNOWServiceNow$608,251$70,060 ▲13.0%7640.7%Computer and TechnologyORCLOracle$577,555$14,820 ▲2.6%4,1310.6%Computer and TechnologyCSCOCisco Systems$548,787$28,819 ▼-5.0%8,8930.6%Computer and TechnologyCRMSalesforce$544,0000.0%2,0270.6%Computer and TechnologyLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$529,778$20,885 ▼-3.8%3,0440.6%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$478,6810.0%19,9700.5%ETFCDNSCadence Design Systems$461,609$26,450 ▲6.1%1,8150.5%Computer and TechnologyBUFRFT Vest Laddered Buffer ETF$441,104$3,296 ▼-0.7%14,8570.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$357,519$32,760 ▲10.1%4,5290.4%ETFMRVLMarvell Technology$344,730$344,730 ▲New Holding5,5990.4%Computer and TechnologyMDLZMondelez International$266,801$266,801 ▲New Holding3,9320.3%Consumer StaplesVVisa$261,794$28,738 ▲12.3%7470.3%Business ServicesLQDHiShares Interest Rate Hedged Corporate Bond ETF$252,266$32,664 ▲14.9%2,7340.3%ETFIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$250,088$24,802 ▲11.0%10,4160.3%ETFMAMastercard$241,721$3,837 ▼-1.6%4410.3%Business ServicesSPGIS&P Global$240,839$9,654 ▼-3.9%4740.3%Business ServicesBLACKROCK INC$240,406$240,406 ▲New Holding2540.3%COMWMTWalmart$233,346$12,817 ▼-5.2%2,6580.3%Retail/WholesaleLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$221,2930.0%2,0360.2%FinanceHDHome Depot$207,433$3,298 ▲1.6%5660.2%Retail/WholesaleRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$206,8920.0%8,4000.2%ETFDHYCredit Suisse High Yield Bond Fund$21,2000.0%10,0000.0%FinanceAMDAdvanced Micro Devices$0$429,529 ▼-100.0%00.0%Computer and TechnologyMCDMcDonald's$0$211,040 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
