Vista Private Wealth Partners. LLC Top Holdings and 13F Report (2025) About Vista Private Wealth Partners. LLCInvestment ActivityVista Private Wealth Partners. LLC has $305.75 million in total holdings as of December 31, 2024.Vista Private Wealth Partners. LLC owns shares of 89 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 4.12% of the portfolio was purchased this quarter.About 2.30% of the portfolio was sold this quarter.This quarter, Vista Private Wealth Partners. LLC has purchased 87 new stocks and bought additional shares in 38 stocks.Vista Private Wealth Partners. LLC sold shares of 31 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $26,361,072Schwab U.S. Large-Cap Value ETF $18,821,725Schwab U.S. Mid-Cap ETF $18,815,693iShares iBonds Dec 2027 Term Treasury ETF $18,360,006iShares Currency Hedged MSCI EAFE ETF $16,509,823 Largest New Holdings this Quarter 33740F755 - FT Vest Laddered Buffer ETF $3,739,108 Holding697435105 - Palo Alto Networks $336,621 Holding46138J452 - Invesco BulletShares 2028 High Yield Corporate Bond ETF $206,244 Holding987084100 - YORK SPACE SYSTEMS INC $163,950 Holding Largest Purchases this Quarter FT Vest Laddered Buffer ETF 99,896 shares (about $3.74M)iShares iBonds Dec 2028 Term Treasury ETF 68,670 shares (about $1.52M)iShares iBonds Dec 2027 Term Treasury ETF 48,227 shares (about $1.08M)SPDR Doubleline Total Return Tactical ETF 25,271 shares (about $981.53K)iShares Currency Hedged MSCI EAFE ETF 12,389 shares (about $592.32K) Largest Sales this Quarter Vanguard S&P 500 ETF 2,843 shares (about $2.03M)Apple 5,966 shares (about $1.83M)Schwab US Large-Cap ETF 16,057 shares (about $491.99K)J P MORGAN EXCHANGE TRADED F 5,770 shares (about $404.78K)Micron Technology 369 shares (about $358.48K) 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$26,361,072$172,758 â–¼-0.7%736,5498.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$18,821,725$364,559 â–²2.0%532,1386.2%ETFSCHMSchwab U.S. Mid-Cap ETF$18,815,693$127,569 â–²0.7%512,6896.2%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$18,360,006$1,078,597 â–²6.2%820,9266.0%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$16,509,823$592,317 â–²3.7%345,3225.4%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$16,238,089$1,518,637 â–²10.3%734,2575.3%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$15,825,431$537,027 â–²3.5%692,2765.2%ETFSCHFSchwab International Equity ETF$14,827,053$263,340 â–²1.8%520,2474.8%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$14,786,473$276,850 â–²1.9%685,3524.8%ETFTOTLSPDR Doubleline Total Return Tactical ETF$13,528,561$981,526 â–²7.8%348,3154.4%ETFIBTKiShares iBonds Dec 2030 Term Treasury ETF$13,304,934$186,072 â–¼-1.4%684,9394.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$9,695,820$290,742 â–²3.1%106,9823.2%ETFJAAAJanus Henderson AAA CLO ETF$9,560,321$61,479 â–²0.6%188,9393.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$7,691,115$75,115 â–¼-1.0%64,6092.5%ETFVOOVanguard S&P 500 ETF$5,382,787$2,028,803 â–¼-27.4%7,5431.8%ETFSCHXSchwab US Large-Cap ETF$5,174,722$491,986 â–¼-8.7%168,8881.7%ETFPIMCO ETF TR$4,895,564$52,378 â–¼-1.1%54,0231.6%ACTIVE BD ETFJAVAJPMorgan Active Value ETF$4,206,719$197,441 â–¼-4.5%50,1761.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,969,916$156,248 â–¼-3.8%40,8051.3%ETFBUFRFT Vest Laddered Buffer ETF$3,739,108$3,739,108 â–²New Holding99,8961.2%ETFAAPLApple$3,578,069$1,825,133 â–¼-33.8%11,6961.2%TechnologyCATCaterpillar$3,069,947$111,354 â–¼-3.5%3,5841.0%IndustrialsMSFTMicrosoft$2,783,266$127,818 â–¼-4.4%5,6180.9%TechnologyIVViShares Core S&P 500 ETF$2,661,138$32,757 â–²1.2%3,4120.9%ETFIPACiShares Core MSCI Pacific ETF$2,592,797$114,167 â–²4.6%29,9780.8%ETFSPMOInvesco S&P 500 Momentum ETF$2,565,298$104,249 â–²4.2%16,7330.8%ETFEFAiShares MSCI EAFE ETF$2,407,955$27,268 â–²1.1%22,1650.8%ETFJBBBJanus Henderson B-BBB CLO ETF$2,243,144$443,333 â–²24.6%47,3540.7%ETFIUSViShares Core S&P U.S. Value ETF$2,217,303$32,531 â–¼-1.4%19,2210.7%ETFNVDANVIDIA$2,201,978$457,507 â–²26.2%9,7800.7%TechnologyCOSTCostco Wholesale$2,075,023$54,783 â–¼-2.6%2,1590.7%Consumer StaplesIWRiShares Russell Mid-Cap ETF$2,019,433$9,415 â–¼-0.5%17,5880.7%ETFCLSEConvergence Long/Short Equity ETF$1,633,410$180,787 â–²12.4%48,2830.5%ETFIEFAiShares Core MSCI EAFE ETF$1,587,963$33,089 â–¼-2.0%15,6930.5%ETFSCHASchwab US Small-Cap ETF$1,533,719$46,487 â–¼-2.9%43,0220.5%ETFXOMExxonMobil$1,495,087$320 â–²0.0%9,3380.5%EnergyIWBiShares Russell 1000 ETF$1,384,729$2,978 â–²0.2%3,2550.5%ETFLITELumentum$1,289,187$4,631 â–²0.4%1,3920.4%TechnologyORCLOracle$1,269,570$5,418 â–²0.4%8,4350.4%TechnologyNEWSMAX INC$1,171,1450.0%107,7410.4%COM SHS CLASS BAMZNAmazon.com$1,075,815$36,771 â–²3.5%4,0960.4%Consumer DiscretionaryVZVerizon Communications$965,0430.0%19,9060.3%Communication ServicesGOOGLAlphabet$800,192$120,738 â–²17.8%2,3130.3%Communication ServicesVBVanguard Small-Cap ETF$743,274$2,784 â–¼-0.4%2,4030.2%ETFJPMJPMorgan Chase & Co.$741,503$45,346 â–²6.5%2,0440.2%FinanceVEAVanguard FTSE Developed Markets ETF$725,6460.0%9,8620.2%ETFJ P MORGAN EXCHANGE TRADED F$650,377$404,776 â–¼-38.4%9,2710.2%HEDG EQU LAD ETFAVGOBroadcom$633,107$94,318 â–²17.5%1,6110.2%TechnologySCHBSchwab US Broad Market ETF$611,941$88,978 â–¼-12.7%20,3640.2%ETFVUGVanguard Growth ETF$610,748$10,364 â–¼-1.7%6,8360.2%ETFGEGE Aerospace$589,493$1,474 â–¼-0.2%1,6000.2%IndustrialsIUSGiShares Core S&P U.S. Growth ETF$575,011$583 â–²0.1%2,9600.2%ETFIWMiShares Russell 2000 ETF$527,497$610 â–¼-0.1%1,7290.2%ETFBABoeing$524,501$50,736 â–²10.7%2,2640.2%IndustrialsTSLATesla$513,7480.0%1,5010.2%Consumer DiscretionaryGOOGAlphabet$505,094$63,223 â–²14.3%1,4700.2%Communication ServicesTXNTexas Instruments$476,6560.0%1,7050.2%TechnologyIBMInternational Business Machines$471,921$50,145 â–²11.9%2,0140.2%TechnologyTSMTaiwan Semiconductor Manufacturing$466,854$44,767 â–²10.6%1,0950.2%TechnologyWALMART INC$463,266$52,793 â–²12.9%4,0190.2%COMBMYBristol Myers Squibb$460,279$51,766 â–²12.7%7,2110.2%HealthcareCVSCVS Health$451,7940.0%4,6500.1%HealthcareAMGNAmgen$432,488$415 â–²0.1%1,0420.1%HealthcareVTVVanguard Value ETF$424,154$2,048 â–²0.5%1,8640.1%ETFINTCIntel$407,745$14,453 â–¼-3.4%3,9780.1%TechnologyDISWalt Disney$405,373$10,898 â–¼-2.6%3,7940.1%Communication ServicesSPYSPDR S&P 500 ETF Trust$397,120$6,205 â–¼-1.5%5120.1%ETFMUMicron Technology$383,740$358,481 â–¼-48.3%3950.1%TechnologyVIAVViavi Solutions$380,6270.0%8,7420.1%TechnologyHDHome Depot$379,8630.0%1,1210.1%Consumer DiscretionarySCHWCharles Schwab$365,356$8,776 â–¼-2.3%3,2890.1%FinanceWFCWells Fargo & Company$345,4210.0%3,8890.1%FinanceGE VERNOVA INC$344,060$18,053 â–¼-5.0%3240.1%COMPANWPalo Alto Networks$336,621$336,621 â–²New Holding8760.1%TechnologyIVEiShares S&P 500 Value ETF$332,672$953 â–²0.3%1,3970.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$329,668$4,222 â–¼-1.3%4,0600.1%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$319,518$909 â–¼-0.3%2,8130.1%ETFJNJJohnson & Johnson$311,6700.0%1,1970.1%HealthcareAMDAdvanced Micro Devices$299,890$63,270 â–²26.7%5830.1%TechnologyMETAMeta Platforms$290,651$43,627 â–¼-13.1%4930.1%Communication ServicesGILDGilead Sciences$290,5560.0%2,1000.1%HealthcareCCitigroup$282,745$1,115 â–²0.4%2,0290.1%FinanceBNDVanguard Total Bond Market ETF$279,1890.0%3,8610.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$265,5880.0%3,8530.1%ETFLLYEli Lilly and Company$255,2410.0%2160.1%HealthcareCVXChevron$248,2000.0%1,2410.1%EnergyTJXTJX Companies$209,0000.0%1,3740.1%Consumer DiscretionaryBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$206,244$206,244 â–²New Holding9,4500.1%ETFYORK SPACE SYSTEMS INC$163,950$163,950 â–²New Holding15,0000.1%COMPGProcter & Gamble$0$231,399 â–¼-100.0%00.0%Consumer StaplesROCKET LAB CORP$0$211,784 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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