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 83 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) 12.6 $12M 6.00 1981580.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.8 $11M 31.00 357725.58
Apple (AAPL) 5.4 $5.1M 42.00 120573.98
NVIDIA Corporation (NVDA) 4.9 $4.6M 100k 46.01
Vanguard Index Fds Mid Cap Etf (VO) 4.8 $4.5M 2.00 2260877.00
Ishares Tr Core Div Grwth (DGRO) 4.7 $4.4M 8.0k 547.42
Microsoft Corporation (MSFT) 4.2 $3.9M 110.00 35598.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.1 $3.8M 1.00 3846363.00
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 4.0 $3.8M 7.00 543775.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.9 $3.7M 516.00 7142.22
Ishares Tr Us Sml Cap Eqt (SMLF) 3.8 $3.6M 1.1k 3115.92
Lattice Strategies Tr Hartford Us Eqty (ROUS) 3.4 $3.2M 764.00 4150.63
Ishares Tr Core Msci Eafe (IEFA) 2.5 $2.3M 99.00 23274.22
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.1 $2.0M 5.00 395047.60
Ishares Tr Agency Bond Etf (AGZ) 2.0 $1.9M 3.3k 578.02
Amazon (AMZN) 2.0 $1.9M 173.00 11016.38
Ishares Tr Ultra Short-term (ICSH) 1.9 $1.8M 254.00 7188.42
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.9 $1.8M 1.6k 1135.68
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.4 $1.3M 5.00 266266.60
Broadcom (AVGO) 1.3 $1.2M 69.00 18102.78
Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $1.2M 52.00 23194.83
Innovator Etfs Trust Buffer Step Up S (BSTP) 1.1 $1.1M 44.00 24285.84
Alphabet Cap Stk Cl A (GOOGL) 1.0 $983k 1.2k 848.51
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $983k 200k 4.91
Meta Platforms Cl A (META) 1.0 $957k 12k 81.76
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $879k 15.00 58600.00
Invesco Actively Managed Exc Total Return (GTO) 0.9 $845k 29.00 29119.24
Tesla Motors (TSLA) 0.6 $611k 174.00 3510.57
Servicenow (NOW) 0.6 $608k 10k 60.83
Oracle Corporation (ORCL) 0.6 $578k 2.4k 236.22
Cisco Systems (CSCO) 0.6 $549k 110.00 4988.97
salesforce (CRM) 0.6 $544k 2.1k 256.24
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.6 $530k 15k 35.66
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.5 $479k 156k 3.07
Cadence Design Systems (CDNS) 0.5 $462k 431.00 1071.02
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.5 $441k 4.00 110276.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $358k 2.0M 0.18
Marvell Technology (MRVL) 0.4 $345k 8.00 43091.25
Mondelez Intl Cl A (MDLZ) 0.3 $267k 18k 14.83
Visa Com Cl A (V) 0.3 $262k 91.00 2876.86
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.3 $252k 400.00 630.66
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.3 $250k 15k 16.67
Mastercard Incorporated Cl A (MA) 0.3 $242k 29.00 8335.21
S&p Global (SPGI) 0.3 $241k 200.00 1204.19
Blackrock (BLK) 0.3 $240k 33.00 7285.03
Wal-Mart Stores (WMT) 0.2 $233k 1.1k 222.23
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $221k 66k 3.35
Home Depot (HD) 0.2 $207k 435.00 476.86
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.2 $207k 454.00 455.71
Duke Energy Corp Com New (DUK) 0.2 $190k 443k 0.43
McDonald's Corporation (MCD) 0.2 $189k 33k 5.71
Spdr Ser Tr Russell Low Vol (ONEV) 0.2 $175k 250k 0.70
Analog Devices (ADI) 0.2 $161k 11k 15.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $126k 160k 0.79
Marathon Petroleum Corp (MPC) 0.1 $54k 15k 3.61
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $52k 65k 0.80
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $49k 43k 1.15
Lockheed Martin Corporation (LMT) 0.0 $19k 50k 0.38
Howmet Aerospace (HWM) 0.0 $15k 29k 0.52
Pepsi (PEP) 0.0 $11k 10k 1.14
Hp (HPQ) 0.0 $11k 51k 0.22
Blackrock Mun Income Tr Sh Ben Int (BFK) 0.0 $11k 63k 0.17
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $8.4k 50k 0.17
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.0 $7.7k 16k 0.49
Pfizer (PFE) 0.0 $7.6k 500k 0.02
Raytheon Technologies Corp (RTX) 0.0 $5.2k 13k 0.40
AmerisourceBergen (COR) 0.0 $4.2k 10k 0.40
Church & Dwight (CHD) 0.0 $4.0k 90k 0.04
Mccormick & Co Com Non Vtg (MKC) 0.0 $4.0k 90k 0.04
Hershey Company (HSY) 0.0 $3.8k 33k 0.11
Intuit (INTU) 0.0 $3.7k 50k 0.07
Novo-nordisk A S Adr (NVO) 0.0 $3.3k 27k 0.12
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $1.9k 50k 0.04
Honeywell International (HON) 0.0 $1.9k 775k 0.00
Netflix (NFLX) 0.0 $1.9k 20k 0.09
Ecolab (ECL) 0.0 $1.8k 40k 0.04
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $1.7k 138k 0.01
Lowe's Companies (LOW) 0.0 $926.100000 189k 0.00
Onemain Holdings (OMF) 0.0 $731.500000 35k 0.02
Global X Fds Defense Tech Etf (SHLD) 0.0 $324.000000 45k 0.01
Genedx Holdings Corp Com Cl A (WGS) 0.0 $270.447000 90k 0.00
Qvc Group Com Ser A 0.0 $50.000000 250k 0.00
Skillz Com Cl A (SKLZ) 0.0 $44.931000 15k 0.00