Vista Cima Wealth Management

Vista Cima Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Vista Cima Wealth Management

Vista Cima Wealth Management holds 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.1 $16M 26k 600.37
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.4 $15M 465k 31.91
Vanguard Index Fds Mid Cap Etf (VO) 4.6 $5.5M 19k 293.74
Ishares Tr Core Div Grwth (DGRO) 4.3 $5.2M 76k 68.08
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 3.9 $4.7M 45k 104.96
Ishares Tr Us Sml Cap Eqt (SMLF) 3.8 $4.6M 62k 74.35
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.7 $4.4M 103k 42.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $4.3M 158k 27.30
Lattice Strategies Tr Hartford Us Eqty (ROUS) 3.3 $3.9M 68k 57.49
Apple (AAPL) 3.2 $3.9M 15k 254.64
NVIDIA Corporation (NVDA) 2.5 $3.0M 16k 186.58
Microsoft Corporation (MSFT) 2.5 $3.0M 5.7k 517.99
Ishares Tr Core Msci Eafe (IEFA) 2.3 $2.8M 32k 87.31
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.2 $2.6M 22k 121.06
Ishares Tr Agency Bond Etf (AGZ) 1.7 $2.0M 18k 110.37
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.6 $1.9M 37k 50.73
Ishares Tr Ultra Short Dur (ICSH) 1.6 $1.9M 37k 50.75
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.4 $1.7M 13k 135.23
Broadcom (AVGO) 1.3 $1.6M 4.9k 329.91
Amazon (AMZN) 1.2 $1.4M 6.5k 219.57
Innovator Etfs Trust Buffer Step Up S (BSTP) 1.1 $1.4M 38k 36.37
Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $1.3M 16k 78.09
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $1.0M 43k 24.40
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $951k 16k 58.85
Blackrock (BLK) 0.8 $906k 777.00 1165.87
Visa Com Cl A (V) 0.7 $884k 2.6k 341.38
Mastercard Incorporated Cl A (MA) 0.7 $882k 1.6k 568.81
Mondelez Intl Cl A (MDLZ) 0.7 $877k 14k 62.47
Invesco Actively Managed Exc Total Return (GTO) 0.7 $870k 18k 47.51
S&p Global (SPGI) 0.7 $789k 1.6k 486.71
UnitedHealth (UNH) 0.6 $768k 2.2k 345.30
Wal-Mart Stores (WMT) 0.6 $746k 7.2k 103.06
Home Depot (HD) 0.6 $722k 1.8k 405.19
L3harris Technologies (LHX) 0.6 $718k 2.4k 305.41
Nextera Energy (NEE) 0.6 $681k 9.0k 75.49
Analog Devices (ADI) 0.6 $677k 2.8k 245.70
New Jersey Resources Corporation (NJR) 0.6 $665k 14k 48.15
Duke Energy Corp Com New (DUK) 0.5 $657k 5.3k 123.75
Parker-Hannifin Corporation (PH) 0.5 $654k 862.00 758.15
McDonald's Corporation (MCD) 0.5 $642k 2.1k 303.89
Coca-Cola Company (KO) 0.5 $631k 9.5k 66.32
Cabot Oil & Gas Corporation (CTRA) 0.5 $623k 26k 23.65
Emerson Electric (EMR) 0.5 $603k 4.6k 131.18
American Tower Reit (AMT) 0.5 $600k 3.1k 192.32
Intercontinental Exchange (ICE) 0.5 $597k 3.5k 168.48
Meta Platforms Cl A (META) 0.5 $558k 759.00 734.55
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.5 $541k 3.0k 178.16
Valero Energy Corporation (VLO) 0.4 $505k 3.0k 170.26
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.4 $490k 15k 33.42
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.4 $485k 20k 24.30
Philip Morris International (PM) 0.4 $484k 3.0k 162.20
Alphabet Cap Stk Cl A (GOOGL) 0.4 $481k 2.0k 243.07
Dominion Resources (D) 0.4 $468k 7.6k 61.17
Omni (OMC) 0.4 $466k 5.7k 81.53
Phillips 66 (PSX) 0.4 $458k 3.4k 136.02
Chevron Corporation (CVX) 0.4 $444k 2.9k 155.29
Merck & Co (MRK) 0.4 $425k 5.1k 83.93
Procter & Gamble Company (PG) 0.4 $424k 2.8k 153.65
Zoetis Cl A (ZTS) 0.3 $411k 2.8k 146.32
Comcast Corp Cl A (CMCSA) 0.3 $405k 13k 31.42
Air Products & Chemicals (APD) 0.3 $390k 1.4k 272.72
Nike CL B (NKE) 0.3 $388k 5.6k 69.73
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $388k 4.9k 79.93
Oracle Corporation (ORCL) 0.3 $377k 1.3k 281.24
Tesla Motors (TSLA) 0.3 $373k 839.00 444.72
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $313k 1.1k 279.29
Servicenow (NOW) 0.2 $290k 315.00 920.28
Cisco Systems (CSCO) 0.2 $288k 4.2k 68.42
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.2 $278k 11k 24.62
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.2 $272k 2.9k 93.55
Ge Aerospace Com New (GE) 0.2 $268k 892.00 300.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $227k 2.0k 111.47
Palantir Technologies Cl A (PLTR) 0.2 $211k 1.2k 182.42
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.2 $207k 8.4k 24.67
Credit Suisse High Yield Cre Sh Ben Int (DHY) 0.0 $21k 10k 2.06