Vista Private Wealth Partners

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

  • Vista Private Wealth Partners was a net seller of stock by $0.

Companies in the Vista Private Wealth Partners portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schwab U S Large Cap Growth ETF (SCHG) 10.39 193358 68.77
Schwab International Equity ETF (SCHF) 8.89 331747 34.29
Sch Us Mid-cap Etf etf 8.49 211553 51.32
Schwab Strategic Tr us lrg cap etf 7.71 159404 61.91
Schwab Strategic Tr cmn 7.14 172656 52.94
inv grd crp bd 5.13 62190 105.55
Claymore Exchange Trd Fd Tr gug bull2020 e 3.97 237423 21.39
Claymore Exchange Trd Fd Tr gug bull2018 e 3.92 237050 21.15
Gugenheim Bulletshares 2022 Corp Bd 3.91 234378 21.33
Schwab Strategic Tr us dividend eq 3.57 93314 48.89
Vaneck Vectors Etf Tr morningstar wide 3.32 104643 40.55
Schwab U S Small Cap ETF (SCHA) 2.45 46577 67.31
iShares MSCI EAFE Index Fund (EFA) 2.19 40170 69.88
Schwab Emerging Markets Equity ETF (SCHE) 2.01 92554 27.79
iShares S&P; 500 Index (IVV) 1.92 9397 260.93
Financial Select Sector SPDR (XLF) 1.64 80135 26.26
Energy Select Sector SPDR (XLE) 1.55 28428 69.83
Vaneck Vectors Etf Tr morningstar intl 1.33 47674 35.78
Powershares Exchange 1.32 50426 33.49
Claymore Exchange-traded Fd gugg crp bd 2017 1.11 62975 22.61
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni 1.03 26642 49.25
PowerShares QQQ Trust, Series 1 (QQQQ) 0.95 7900 154.43
Claymore Exchange Trd Fd Tr gug bull2019 e 0.94 56687 21.19
Claymore Exchange Trd Fd Tr gug blt2018 hy 0.92 46950 25.13
Guggenheim Bulletshares 2020 H mf 0.92 47847 24.70
Wisdomtree Cboe S&p 500 Putwri 0.87 37405 29.76
Schwab U S Broad Market ETF (SCHB) 0.75 15330 62.56
ISHARES TR MSCI Small Cap msci small cap 0.74 15077 63.14
Claymore Exchange Trd Fd Tr 2022 hg yld cb 0.69 35416 25.10
Market Vectors Etf Tr Oil Svcs 0.69 34375 25.86
iShares Russell 1000 Index (IWB) 0.57 5025 144.08
Oracle Corporation (ORCL) 0.54 13655 50.53
Claymore Exchange Trd Fd Tr gugg bulsh 2021 0.53 31873 21.27
iShares Russell 2000 Index (IWM) 0.50 4319 147.26
Claymore Exchange Trd Fd Tr 2024 corp bond 0.49 29927 20.98
PowerShares Emerging Markets Sovere (PCY) 0.47 20553 29.29
Ishares 2020 Amt-free Muni Bond Etf 0.47 23255 25.59
Ishares Tr ibonds dec 22 0.41 20041 26.00
Nuveen Barclays Shrt Term Muni bdfund 0.35 9257 48.50
Rydex S&P; Equal Weight ETF (RSP) 0.34 4543 97.07
Ishares S&p Amt-free Municipal 0.33 16747 25.44
Dowdupont Inc 0.32 5690 70.83
Berkshire Hathaway (BRK.B) 0.31 2163 184.47
SPDR Dow Jones Global Real Estate (RWO) 0.31 8214 48.33
Tableau Software Inc Cl A 0.31 5607 71.16
Sch Fnd Intl Lg Etf 0.31 13067 30.53
Apple (AAPL) 0.26 1865 176.41
Xcel Energy (XEL) 0.25 6253 50.22
Ishares Tr usa min vo 0.25 6296 51.78
I Shares 2019 Etf 0.25 12684 25.47
Ishares Tr ibonds dec 21 0.25 12197 25.74
Vanguard Energy ETF (VDE) 0.22 2971 95.59
Wisdomtree Us Smallcap Dividen mf 0.21 7992 33.91
SPDR S&P; 500 ETF (SPY) 0.20 1010 259.41
Bank of America Corporation (BAC) 0.19 9038 26.78
Schwab Strategic Tr schwb fdt int sc 0.19 6924 35.82
SPDR DJ Wilshire Small Cap Value (SLYV) 0.18 1879 125.07
Pfizer (PFE) 0.17 6026 35.35
iShares S&P; MidCap 400 Growth (IJK) 0.16 968 209.71
Extraction Oil And Gas Inc Com Added 0.16 14095 14.97