Vista Cima Wealth Management

Vista Cima Wealth Management as of June 30, 2025

Portfolio Holdings for Vista Cima Wealth Management

Vista Cima Wealth Management holds 53 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.2 $14M 26k 551.64
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.4 $13M 453k 29.21
NVIDIA Corporation (NVDA) 6.3 $6.7M 43k 157.99
Microsoft Corporation (MSFT) 4.8 $5.2M 10k 497.40
Vanguard Index Fds Mid Cap Etf (VO) 4.7 $5.0M 18k 279.83
Apple (AAPL) 4.5 $4.9M 24k 205.17
Ishares Tr Core Div Grwth (DGRO) 4.4 $4.7M 73k 63.94
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 3.9 $4.2M 43k 98.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.8 $4.1M 100k 40.49
Ishares Tr Us Sml Cap Eqt (SMLF) 3.8 $4.0M 59k 67.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $3.8M 144k 26.50
Lattice Strategies Tr Hartford Us Eqty (ROUS) 3.2 $3.4M 63k 53.69
Ishares Tr Core Msci Eafe (IEFA) 2.4 $2.5M 31k 83.48
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.2 $2.4M 21k 112.47
Amazon (AMZN) 2.1 $2.2M 10k 219.39
Broadcom (AVGO) 1.9 $2.1M 7.4k 275.64
Ishares Tr Agency Bond Etf (AGZ) 1.8 $1.9M 17k 109.70
Ishares Tr Ultra Short Dur (ICSH) 1.7 $1.8M 36k 50.71
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.7 $1.8M 35k 50.68
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.4 $1.5M 12k 128.63
Meta Platforms Cl A (META) 1.2 $1.2M 1.7k 738.15
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $1.2M 16k 77.34
Innovator Etfs Trust Buffer Step Up S (BSTP) 1.1 $1.2M 35k 34.54
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.2M 6.6k 176.22
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $995k 41k 24.38
Oracle Corporation (ORCL) 0.8 $892k 4.1k 218.63
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $891k 15k 58.78
Invesco Actively Managed Exc Total Return (GTO) 0.8 $844k 18k 46.89
Servicenow (NOW) 0.7 $789k 767.00 1028.08
Tesla Motors (TSLA) 0.7 $733k 2.3k 317.66
Cisco Systems (CSCO) 0.6 $629k 9.1k 69.38
salesforce (CRM) 0.5 $568k 2.1k 272.72
Cadence Design Systems (CDNS) 0.5 $554k 1.8k 308.15
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.5 $532k 3.0k 174.61
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.4 $476k 20k 23.85
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $473k 15k 31.80
Marvell Technology (MRVL) 0.4 $460k 5.9k 77.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $366k 4.6k 79.50
Blackrock (BLK) 0.3 $269k 256.00 1049.25
Mondelez Intl Cl A (MDLZ) 0.2 $264k 3.9k 67.44
Visa Com Cl A (V) 0.2 $264k 744.00 355.05
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.2 $260k 2.8k 92.40
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.2 $259k 11k 24.11
Wal-Mart Stores (WMT) 0.2 $256k 2.6k 97.78
S&p Global (SPGI) 0.2 $251k 475.00 527.29
Mastercard Incorporated Cl A (MA) 0.2 $246k 437.00 561.94
Ge Aerospace Com New (GE) 0.2 $230k 892.00 257.39
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $223k 2.0k 109.61
L3harris Technologies (LHX) 0.2 $211k 840.00 250.84
Home Depot (HD) 0.2 $210k 573.00 366.64
Philip Morris International (PM) 0.2 $206k 1.1k 182.13
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.2 $202k 8.4k 23.99
Credit Suisse High Yield Bd Sh Ben Int (DHY) 0.0 $21k 10k 2.13