Vista Cima Wealth Management

Vista Cima Wealth Management as of Dec. 31, 2024

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