Vista Private Wealth Partners. LLC Top Holdings and 13F Report (2025) About Vista Private Wealth Partners. LLCInvestment ActivityVista Private Wealth Partners. LLC has $320.67 million in total holdings as of December 31, 2024.Vista Private Wealth Partners. LLC owns shares of 78 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 8.56% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Vista Private Wealth Partners. LLC has purchased 70 new stocks and bought additional shares in 47 stocks.Vista Private Wealth Partners. LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $31,532,413iShares iBonds Dec 2025 Term Treasury ETF $20,442,902Schwab U.S. Large-Cap Value ETF $18,309,571Schwab U.S. Mid-Cap ETF $18,255,006Schwab International Equity ETF $17,910,322 Largest New Holdings this Quarter 65250K105 - NEWSMAX INC $1,630,122 Holding922908736 - Vanguard Growth ETF $536,914 Holding30303M102 - Meta Platforms $407,762 Holding11135F101 - Broadcom $390,045 Holding02079K305 - Alphabet $341,185 Holding Largest Purchases this Quarter iShares iBonds Dec 2025 Term Treasury ETF 171,752 shares (about $4.01M)iShares iBonds Dec 2026 Term Treasury ETF 102,089 shares (about $2.34M)NEWSMAX INC 107,741 shares (about $1.63M)Apple 7,635 shares (about $1.57M)iShares iBonds Dec 2028 Term Treasury ETF 60,726 shares (about $1.36M) Largest Sales this Quarter PIMCO ETF TR 2,489 shares (about $229.44K)iShares Russell 2000 ETF 580 shares (about $125.18K)iShares iBonds 2025 Term High Yield and Income ETF 5,187 shares (about $120.62K)iShares MSCI EAFE ETF 1,109 shares (about $99.13K)iShares Russell Mid-Cap ETF 815 shares (about $74.95K) 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$31,532,413$994,630 ▲3.3%1,079,5079.8%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$20,442,902$4,012,128 ▲24.4%875,1246.4%ManufacturingSCHVSchwab U.S. Large-Cap Value ETF$18,309,571$625,536 ▲3.5%661,7125.7%ETFSCHMSchwab U.S. Mid-Cap ETF$18,255,006$854,207 ▲4.9%650,8025.7%ETFSCHFSchwab International Equity ETF$17,910,322$329,467 ▲1.9%810,4225.6%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$17,904,698$2,340,900 ▲15.0%780,8425.6%ManufacturingIBTIiShares iBonds Dec 2028 Term Treasury ETF$16,770,357$1,357,833 ▲8.8%750,0165.2%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$16,717,965$1,324,706 ▲8.6%743,3515.2%ManufacturingTOTLSPDR Doubleline Total Return Tactical ETF$15,954,426$1,133,749 ▲7.6%397,7675.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$15,347,952$802,892 ▲5.5%404,3194.8%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$15,134,621$1,345,165 ▲9.8%690,4484.7%ManufacturingJAAAJanus Henderson AAA CLO ETF$11,436,746$840,165 ▲7.9%225,3553.6%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$8,928,501$403,080 ▲4.7%131,3982.8%ETFVOOVanguard S&P 500 ETF$7,932,889$681,617 ▲9.4%13,9662.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$7,426,513$453,262 ▲6.5%81,6282.3%ETFPIMCO ETF TR$6,276,395$229,438 ▼-3.5%68,0882.0%ACTIVE BD ETFJAVAJPMorgan Active Value ETF$5,539,960$46,374 ▲0.8%84,5801.7%ETFSCHXSchwab US Large-Cap ETF$4,751,411$1,980 ▼0.0%194,4111.5%ETFAAPLApple$3,772,812$1,566,448 ▲71.0%18,3891.2%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$3,449,757$69,959 ▲2.1%54,6371.1%ManufacturingIUSViShares Core S&P U.S. Value ETF$3,118,412$44,097 ▼-1.4%32,9541.0%ManufacturingMSFTMicrosoft$3,083,797$755,530 ▲32.5%6,2001.0%Computer and TechnologyNVDANVIDIA$2,641,788$452,174 ▲20.7%16,7210.8%Computer and TechnologyIPACiShares Core MSCI Pacific ETF$2,591,646$183,017 ▲7.6%37,7240.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,446,589$177,525 ▲7.8%83,5580.8%ManufacturingIEFAiShares Core MSCI EAFE ETF$2,436,693$9,767 ▲0.4%29,1890.8%ETFIWRiShares Russell Mid-Cap ETF$2,432,583$74,955 ▼-3.0%26,4500.8%ETFORCLOracle$2,317,453$238,523 ▲11.5%10,6000.7%Computer and TechnologyIVViShares Core S&P 500 ETF$2,309,044$39,736 ▼-1.7%3,7190.7%ETFJ P MORGAN EXCHANGE TRADED F$2,292,783$141,805 ▲6.6%36,6380.7%HEDGED EQUITY LAEFAiShares MSCI EAFE ETF$2,234,326$99,135 ▼-4.2%24,9950.7%FinanceCOSTCostco Wholesale$2,227,369$180,169 ▲8.8%2,2500.7%Retail/WholesaleSCHASchwab US Small-Cap ETF$2,059,224$59,708 ▼-2.8%81,3920.6%ETFQQQInvesco QQQ$1,853,343$552 ▼0.0%3,3600.6%FinanceNEWSMAX INC$1,630,122$1,630,122 ▲New Holding107,7410.5%COM SHS CLASS BCATCaterpillar$1,611,0720.0%4,1500.5%IndustrialsIWBiShares Russell 1000 ETF$1,094,216$2,717 ▲0.2%3,2220.3%ETFIUSGiShares Core S&P U.S. Growth ETF$1,042,940$19,553 ▼-1.8%6,9340.3%ManufacturingXOMExxon Mobil$1,016,668$65,112 ▲6.8%9,4310.3%EnergyAMZNAmazon.com$877,341$198,548 ▲29.3%3,9990.3%Retail/WholesaleIBHEiShares iBonds 2025 Term High Yield and Income ETF$870,835$120,624 ▼-12.2%37,4470.3%ETFJBBBJanus Henderson B-BBB CLO ETF$868,902$144,632 ▲20.0%18,0230.3%ETFVZVerizon Communications$861,333$27,693 ▲3.3%19,9060.3%Computer and TechnologySCHBSchwab US Broad Market ETF$703,527$2,073 ▲0.3%29,5230.2%ETFVBVanguard Small-Cap ETF$624,017$4,977 ▼-0.8%2,6330.2%ETFVEAVanguard FTSE Developed Markets ETF$564,228$4,048 ▲0.7%9,8970.2%ETFVUGVanguard Growth ETF$536,914$536,914 ▲New Holding1,2250.2%ETFIBMInternational Business Machines$530,604$58,956 ▲12.5%1,8000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$506,505$126,409 ▲33.3%1,7470.2%FinanceTSLATesla$499,0440.0%1,5710.2%Auto/Tires/TrucksDISWalt Disney$496,078$175,488 ▲54.7%4,0000.2%Consumer DiscretionaryHDHome Depot$490,198$232,817 ▲90.5%1,3370.2%Retail/WholesaleMETAMeta Platforms$407,762$407,762 ▲New Holding5520.1%Computer and TechnologyAVGOBroadcom$390,045$390,045 ▲New Holding1,4150.1%Computer and TechnologyBABoeing$387,212$131,585 ▲51.5%1,8480.1%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$365,226$41,061 ▼-10.1%6,0840.1%ETFIWMiShares Russell 2000 ETF$358,485$125,178 ▼-25.9%1,6610.1%FinanceIVEiShares S&P 500 Value ETF$357,252$42,800 ▲13.6%1,8280.1%ETFSCHWCharles Schwab$357,242$182 ▲0.1%3,9150.1%FinanceCVSCVS Health$356,088$96,783 ▲37.3%5,1620.1%MedicalTXNTexas Instruments$353,207$26,163 ▼-6.9%1,7010.1%Computer and TechnologyGOOGLAlphabet$341,185$341,185 ▲New Holding1,9360.1%Computer and TechnologyGEGE Aerospace$332,835$28,315 ▲9.3%1,2930.1%AerospaceVTVVanguard Value ETF$321,082$3,888 ▼-1.2%1,8170.1%ETFBMYBristol Myers Squibb$319,401$34,718 ▲12.2%6,9000.1%MedicalAXONAxon Enterprise$298,059$298,059 ▲New Holding3600.1%AerospacePGProcter & Gamble$296,495$296,495 ▲New Holding1,8610.1%Consumer StaplesAMGNAmgen$287,101$57,253 ▲24.9%1,0280.1%MedicalWMTWalmart$285,194$587 ▲0.2%2,9170.1%Retail/WholesaleBNDVanguard Total Bond Market ETF$284,286$284,286 ▲New Holding3,8610.1%ETFWFCWells Fargo & Company$280,100$280,100 ▲New Holding3,4960.1%FinanceMDYGSPDR S&P 400 Mid Cap Growth ETF$255,574$1,737 ▲0.7%2,9420.1%ETFTSMTaiwan Semiconductor Manufacturing$245,742$245,742 ▲New Holding1,0850.1%Computer and TechnologyFDXFedEx$238,2210.0%1,0480.1%TransportationGOOGAlphabet$237,904$532 ▲0.2%1,3410.1%Computer and TechnologyGILDGilead Sciences$221,7400.0%2,0000.1%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$214,9650.0%3,9530.1%ETFIJHiShares Core S&P Mid-Cap ETF$210,757$21,026 ▼-9.1%3,3980.1%ETFSPYSPDR S&P 500 ETF Trust$0$243,390 ▼-100.0%00.0%FinanceCVXChevron$0$207,607 ▼-100.0%00.0%EnergyShowing 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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