Vista Private Wealth Partners. LLC Top Holdings and 13F Report (2025) About Vista Private Wealth Partners. LLCInvestment ActivityVista Private Wealth Partners. LLC has $277.86 million in total holdings as of December 31, 2024.Vista Private Wealth Partners. LLC owns shares of 70 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 11.97% of the portfolio was purchased this quarter.About 3.57% of the portfolio was sold this quarter.This quarter, Vista Private Wealth Partners. LLC has purchased 231 new stocks and bought additional shares in 47 stocks.Vista Private Wealth Partners. LLC sold shares of 15 stocks and completely divested from 166 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $26,178,223Schwab U.S. Large-Cap Value ETF $16,987,421iShares iBonds Dec 2025 Term Treasury ETF $16,437,809Schwab U.S. Mid-Cap ETF $16,253,134Schwab International Equity ETF $15,735,264 Largest New Holdings this Quarter 149123101 - Caterpillar $1,368,670 Holding92343V104 - Verizon Communications $873,906 Holding459200101 - International Business Machines $397,856 Holding110122108 - Bristol-Myers Squibb $375,089 Holding375558103 - Gilead Sciences $224,100 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 52,672 shares (about $2.67M)Schwab U.S. Large-Cap Growth ETF 104,480 shares (about $2.62M)Costco Wholesale 2,067 shares (about $1.95M)iShares iBonds Dec 2025 Term Treasury ETF 79,562 shares (about $1.86M)iShares iBonds Dec 2029 Term Treasury ETF 76,839 shares (about $1.67M) Largest Sales this Quarter Vanguard S&P 500 ETF 6,396 shares (about $3.29M)iShares Russell Mid-Cap ETF 1,734 shares (about $147.51K)PIMCO ETF TR 1,359 shares (about $125.67K)iShares Core MSCI EAFE ETF 1,182 shares (about $89.42K)iShares MSCI EAFE ETF 1,065 shares (about $87.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Private Wealth Partners. LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$26,178,223$2,616,180 ▲11.1%1,045,4569.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$16,987,421$1,278,206 ▲8.1%639,1056.1%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$16,437,809$1,859,365 ▲12.8%703,3725.9%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$16,253,134$1,348,120 ▲9.0%620,3495.8%ETFSCHFSchwab International Equity ETF$15,735,264$353,112 ▲2.3%795,5145.7%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$15,570,596$1,451,001 ▲10.3%678,7535.6%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$15,345,357$1,494,204 ▲10.8%684,4495.5%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$15,336,707$1,540,212 ▲11.2%689,2905.5%ManufacturingTOTLSPDR Doubleline Total Return Tactical ETF$14,887,210$526,309 ▲3.7%369,5015.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$13,905,154$1,086,086 ▲8.5%383,1685.0%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$13,695,102$1,672,786 ▲13.9%629,0814.9%ManufacturingJAAAJanus Henderson AAA CLO ETF$10,588,262$2,671,001 ▲33.7%208,8003.8%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$7,798,967$715,151 ▲10.1%125,4662.8%ETFVOOVanguard S&P 500 ETF$6,560,615$3,286,988 ▼-33.4%12,7662.4%ETFPIMCO ETF TR$6,526,247$125,667 ▼-1.9%70,5772.3%ACTIVE BD ETFIJKiShares S&P Mid-Cap 400 Growth ETF$6,383,044$1,076,971 ▲20.3%76,6462.3%ETFJAVAJPMorgan Active Value ETF$5,329,227$1,151,663 ▲27.6%83,8721.9%ETFSCHXSchwab US Large-Cap ETF$4,294,386$45,330 ▼-1.0%194,4921.5%ETFIUSViShares Core S&P U.S. Value ETF$3,084,312$646 ▼0.0%33,4201.1%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$2,948,923$341,780 ▲13.1%53,5291.1%ManufacturingAAPLApple$2,388,715$1,597,956 ▲202.1%10,7540.9%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$2,319,471$147,514 ▼-6.0%27,2650.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,236,507$103,723 ▲4.9%77,4950.8%ManufacturingIEFAiShares Core MSCI EAFE ETF$2,199,320$89,419 ▼-3.9%29,0720.8%ETFIPACiShares Core MSCI Pacific ETF$2,182,136$286,553 ▲15.1%35,0600.8%ETFEFAiShares MSCI EAFE ETF$2,133,512$87,044 ▼-3.9%26,1040.8%FinanceIVViShares Core S&P 500 ETF$2,125,842$562 ▲0.0%3,7830.8%ETFJ P MORGAN EXCHANGE TRADED F$2,051,341$108,440 ▲5.6%34,3720.7%HEDGED EQUITY LASCHASchwab US Small-Cap ETF$1,962,316$5,037 ▼-0.3%83,7520.7%ETFCOSTCostco Wholesale$1,955,876$1,954,930 ▲206,700.0%2,0680.7%Retail/WholesaleMSFTMicrosoft$1,757,260$1,045,872 ▲147.0%4,6810.6%Computer and TechnologyQQQInvesco QQQ$1,575,851$43,604 ▲2.8%3,3610.6%FinanceNVDANVIDIA$1,502,045$297,613 ▲24.7%13,8590.5%Computer and TechnologyCATCaterpillar$1,368,670$1,368,670 ▲New Holding4,1500.5%IndustrialsORCLOracle$1,329,446$57,182 ▼-4.1%9,5090.5%Computer and TechnologyXOMExxon Mobil$1,049,848$928,176 ▲762.9%8,8270.4%EnergyIBHEiShares iBonds 2025 Term High Yield and Income ETF$990,803$18,917 ▼-1.9%42,6340.4%ETFIWBiShares Russell 1000 ETF$985,907$2,454 ▲0.2%3,2140.4%ETFIUSGiShares Core S&P U.S. Growth ETF$897,632$53,243 ▼-5.6%7,0640.3%ManufacturingVZVerizon Communications$873,906$873,906 ▲New Holding19,2660.3%Computer and TechnologyJBBBJanus Henderson B-BBB CLO ETF$731,151$706,038 ▲2,811.4%15,0230.3%ETFSCHBSchwab US Broad Market ETF$633,754$8,461 ▼-1.3%29,4360.2%ETFAMZNAmazon.com$588,665$334,858 ▲131.9%3,0940.2%Retail/WholesaleVBVanguard Small-Cap ETF$588,570$70,300 ▼-10.7%2,6540.2%ETFVEAVanguard FTSE Developed Markets ETF$499,4560.0%9,8260.2%ETFIWMiShares Russell 2000 ETF$447,112$798 ▲0.2%2,2410.2%FinanceTSLATesla$407,141$2,332 ▲0.6%1,5710.1%Auto/Tires/TrucksIBMInternational Business Machines$397,856$397,856 ▲New Holding1,6000.1%Computer and TechnologyBMYBristol-Myers Squibb$375,089$375,089 ▲New Holding6,1500.1%MedicalIEMGiShares Core MSCI Emerging Markets ETF$365,281$864 ▼-0.2%6,7680.1%ETFTXNTexas Instruments$328,316$31,088 ▲10.5%1,8270.1%Computer and TechnologyJPMJPMorgan Chase & Co.$321,706$168,828 ▲110.4%1,3110.1%FinanceVTVVanguard Value ETF$317,659$1,900 ▲0.6%1,8390.1%ETFIVEiShares S&P 500 Value ETF$306,625$28,585 ▲10.3%1,6090.1%ETFSCHWCharles Schwab$306,305$18,161 ▼-5.6%3,9130.1%FinanceHDHome Depot$257,281$256,915 ▲70,100.0%7020.1%Retail/WholesaleAMGNAmgen$256,335$48,277 ▲23.2%8230.1%MedicalWMTWalmart$255,592$9,834 ▲4.0%2,9110.1%Retail/WholesaleFDXFedEx$255,4820.0%1,0480.1%TransportationDISWalt Disney$255,170$111,643 ▲77.8%2,5850.1%Consumer DiscretionaryCVSCVS Health$254,680$254,070 ▲41,666.7%3,7590.1%MedicalSPYSPDR S&P 500 ETF Trust$243,390$560 ▲0.2%4350.1%FinanceGEGE Aerospace$236,808$100,288 ▲73.5%1,1830.1%IndustrialsMDYGSPDR S&P 400 Mid Cap Growth ETF$232,145$1,986 ▲0.9%2,9220.1%ETFGILDGilead Sciences$224,100$224,100 ▲New Holding2,0000.1%MedicalIJHiShares Core S&P Mid-Cap ETF$218,071$584 ▲0.3%3,7370.1%ETFGOOGAlphabet$209,006$6,092 ▲3.0%1,3380.1%Computer and TechnologyBABoeing$208,071$204,660 ▲6,000.0%1,2200.1%AerospaceCVXChevron$207,607$202,588 ▲4,036.7%1,2410.1%EnergySPMDSPDR Portfolio S&P 400 Mid Cap ETF$202,3150.0%3,9530.1%ETFAXONAxon Enterprise$0$219,899 ▼-100.0%00.0%AerospaceCRMSalesforce$0$215,203 ▼-100.0%00.0%Computer and TechnologyNKENIKE$0$191,130 ▼-100.0%00.0%Consumer DiscretionaryVGTVanguard Information Technology ETF$0$151,447 ▼-100.0%00.0%ETFMETAMeta Platforms$0$148,270 ▼-100.0%00.0%Computer and TechnologyIYCiShares U.S. Consumer Discretionary ETF$0$133,215 ▼-100.0%00.0%ETFIWPiShares Russell Mid-Cap Growth ETF$0$133,016 ▼-100.0%00.0%ETFPANWPalo Alto Networks$0$121,186 ▼-100.0%00.0%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$0$119,228 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$109,614 ▼-100.0%00.0%ETFGE VERNOVA INC$0$103,285 ▼-100.0%00.0%COMJJacobs Solutions$0$100,215 ▼-100.0%00.0%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$0$97,604 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$95,884 ▼-100.0%00.0%FinancePFEPfizer$0$90,896 ▼-100.0%00.0%MedicalPYPLPayPal$0$90,301 ▼-100.0%00.0%Computer and TechnologyBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$0$90,253 ▼-100.0%00.0%ETFIYJiShares U.S. Industrials ETF$0$90,077 ▼-100.0%00.0%ETFMRVLMarvell Technology$0$89,797 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$84,329 ▼-100.0%00.0%Computer and TechnologyHONHoneywell International$0$84,142 ▼-100.0%00.0%Multi-Sector ConglomeratesBIIBBiogen$0$82,271 ▼-100.0%00.0%MedicalGEHCGE HealthCare Technologies$0$80,995 ▼-100.0%00.0%MedicalXELXcel Energy$0$80,807 ▼-100.0%00.0%UtilitiesTSNTyson Foods$0$79,422 ▼-100.0%00.0%Consumer StaplesUSBU.S. Bancorp$0$77,661 ▼-100.0%00.0%FinanceADBEAdobe$0$76,930 ▼-100.0%00.0%Computer and TechnologyCOPConocoPhillips$0$76,857 ▼-100.0%00.0%EnergyPGProcter & Gamble$0$73,682 ▼-100.0%00.0%Consumer StaplesIVWiShares S&P 500 Growth ETF$0$71,423 ▼-100.0%00.0%ETFShowing 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. 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