Vista Cima Wealth Management

Vista Cima Wealth Management as of March 31, 2025

Portfolio Holdings for Vista Cima Wealth Management

Vista Cima Wealth Management holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 12.8 $12M 25k 468.92
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.9 $11M 443k 25.04
Apple (AAPL) 5.5 $5.1M 23k 222.13
NVIDIA Corporation (NVDA) 5.0 $4.6M 43k 108.38
Vanguard Index Fds Mid Cap Etf (VO) 4.9 $4.5M 18k 258.62
Ishares Tr Core Div Grwth (DGRO) 4.7 $4.4M 71k 61.78
Microsoft Corporation (MSFT) 4.2 $3.9M 10k 375.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $3.8M 138k 27.96
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.1 $3.8M 42k 91.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.0 $3.7M 101k 36.41
Ishares Tr Us Sml Cap Eqt (SMLF) 3.8 $3.6M 57k 62.16
Lattice Strategies Tr Hartford Us Eqty (ROUS) 3.4 $3.2M 63k 50.73
Ishares Tr Core Msci Eafe (IEFA) 2.5 $2.3M 31k 75.65
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.1 $2.0M 21k 92.53
Ishares Tr Agency Bond Etf (AGZ) 2.1 $1.9M 18k 109.44
Amazon (AMZN) 2.1 $1.9M 10k 190.26
Ishares Tr Ultra Short-term (ICSH) 2.0 $1.8M 36k 50.70
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $1.8M 35k 50.63
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.4 $1.3M 12k 113.76
Broadcom (AVGO) 1.3 $1.2M 7.5k 167.44
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.2M 16k 76.57
Innovator Etfs Trust Buffer Step Up S (BSTP) 1.2 $1.1M 33k 32.35
Alphabet Cap Stk Cl A (GOOGL) 1.1 $983k 6.4k 154.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.1 $983k 40k 24.34
Meta Platforms Cl A (META) 1.0 $957k 1.7k 576.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $879k 15k 58.69
Invesco Actively Managed Exc Total Return (GTO) 0.9 $845k 18k 46.93
Tesla Motors (TSLA) 0.7 $611k 2.4k 259.16
Servicenow (NOW) 0.7 $608k 764.00 796.14
Oracle Corporation (ORCL) 0.6 $578k 4.1k 139.81
Cisco Systems (CSCO) 0.6 $549k 8.9k 61.71
salesforce (CRM) 0.6 $544k 2.0k 268.38
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.6 $530k 3.0k 174.04
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.5 $479k 20k 23.97
Cadence Design Systems (CDNS) 0.5 $462k 1.8k 254.33
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $441k 15k 29.69
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $358k 4.5k 78.94
Marvell Technology (MRVL) 0.4 $345k 5.6k 61.57
Mondelez Intl Cl A (MDLZ) 0.3 $267k 3.9k 67.85
Visa Com Cl A (V) 0.3 $262k 747.00 350.46
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.3 $252k 2.7k 92.27
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.3 $250k 10k 24.01
Mastercard Incorporated Cl A (MA) 0.3 $242k 441.00 548.12
S&p Global (SPGI) 0.3 $241k 474.00 508.10
Blackrock (BLK) 0.3 $240k 254.00 946.48
Wal-Mart Stores (WMT) 0.3 $233k 2.7k 87.79
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $221k 2.0k 108.69
Home Depot (HD) 0.2 $207k 566.00 366.49
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.2 $207k 8.4k 24.63
Credit Suisse High Yield Bd Sh Ben Int (DHY) 0.0 $21k 10k 2.12