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Vista Cima Wealth Management

Latest statistics and disclosures from Vista Cima Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002055907

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Positions held by Vista Cima Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vista Cima Wealth Management

Vista Cima Wealth Management holds 49 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	12.9	$12M	24k	511.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	10.6	$10M	367k	27.87	View chart
NVIDIA Corporation (NVDA)	6.0	$5.8M	43k	134.29	View chart
Apple (AAPL)	5.9	$5.7M	23k	250.42	View chart
Microsoft Corporation (MSFT)	4.9	$4.7M	11k	421.49	View chart
Ishares Tr Core Div Grwth (DGRO)	4.4	$4.3M	70k	61.34	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	4.3	$4.2M	122k	34.13	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	4.0	$3.8M	39k	98.47	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	3.8	$3.7M	55k	67.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.8	$3.6M	133k	27.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.7	$3.6M	14k	264.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$3.1M	44k	70.28	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	3.0	$2.9M	58k	50.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.4	$2.3M	24k	95.01	View chart
Broadcom (AVGO)	2.3	$2.2M	9.3k	231.84	View chart
Amazon (AMZN)	2.0	$2.0M	8.9k	219.39	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.8	$1.7M	14k	123.53	View chart
Ishares Tr Agency Bond Etf (AGZ)	1.8	$1.7M	16k	107.96	View chart
Ishares Tr Ultra Short-term (ICSH)	1.7	$1.6M	32k	50.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$1.6M	32k	50.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$1.2M	6.5k	189.31	View chart
Meta Platforms Cl A (META)	1.2	$1.2M	2.0k	585.53	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	1.2	$1.1M	33k	33.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.1M	15k	74.73	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.9	$892k	37k	24.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.8	$790k	14k	58.18	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.8	$775k	17k	46.40	View chart
Servicenow (NOW)	0.7	$717k	676.00	1060.12	View chart
salesforce (CRM)	0.7	$678k	2.0k	334.34	View chart
Oracle Corporation (ORCL)	0.7	$671k	4.0k	166.64	View chart
Cisco Systems (CSCO)	0.6	$554k	9.4k	59.20	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.5	$523k	3.2k	165.21	View chart
Cadence Design Systems (CDNS)	0.5	$514k	1.7k	300.46	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.5	$480k	20k	24.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$456k	15k	30.47	View chart
Tesla Motors (TSLA)	0.5	$451k	1.1k	403.84	View chart
Advanced Micro Devices (AMD)	0.4	$430k	3.6k	120.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$321k	4.1k	78.01	View chart
Wal-Mart Stores (WMT)	0.3	$253k	2.8k	90.35	View chart
S&p Global (SPGI)	0.3	$246k	493.00	498.03	View chart
Mastercard Incorporated Cl A (MA)	0.2	$236k	448.00	526.57	View chart
Ishares U S Etf Tr Int Rt Hd Long (IGBH)	0.2	$228k	9.4k	24.32	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.2	$221k	2.4k	92.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$218k	2.0k	106.84	View chart
Home Depot (HD)	0.2	$217k	557.00	388.99	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.2	$212k	8.4k	25.26	View chart
McDonald's Corporation (MCD)	0.2	$211k	728.00	289.89	View chart
Visa Com Cl A (V)	0.2	$210k	665.00	316.04	View chart
Credit Suisse High Yield Bd Sh Ben Int (DHY)	0.0	$21k	10k	2.14	View chart

Past Filings by Vista Cima Wealth Management

SEC 13F filings are viewable for Vista Cima Wealth Management going back to 2024

Vista Cima Wealth Management 2024 Q4 filed Feb. 14, 2025

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