The Analysis of Vista Cima Wealth Management LLC's Holdings
Currently, Vista Cima Wealth Management LLC holds 75 types of securities in its portfolio with a total value $120.0M. In the most recent quarter, they have increased their positions in UNH (+2.2K shares, valued at $768.3K), NEE (+9.0K shares, valued at $680.5K), ADI (+2.8K shares, valued at $677.4K); decreased their positions in NVDA (-26.2K shares, valued at $4.9M), MSFT (-4.6K shares, valued at $2.4M), AAPL (-8.4K shares, valued at $2.1M); initiated new positions in UNH (+2.2K shares, valued at $768.3K), NEE (+9.0K shares, valued at $680.5K), ADI (+2.8K shares, valued at $677.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR26.1K shares1.67%2025-09-302025-11-14
SCHG SCHWAB STRATEGIC TR464.8K shares2.52%2025-09-302025-11-14 VO VANGUARD INDEX FDS18.7K shares3.86%2025-09-302025-11-14 DGRO ISHARES TR76.2K shares4.35%2025-09-302025-11-14 XMHQ INVESCO EXCHANGE TRADED FD T44.5K shares4.62%2025-09-302025-11-14 SMLF ISHARES TR61.6K shares3.86%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS102.5K shares2.10%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR157.8K shares9.64%2025-09-302025-11-14 ROUS LATTICE STRATEGIES TR68.0K shares7.33%2025-09-302025-11-14 AAPL APPLE INC15.3K shares-35.41%2025-09-302025-11-14 NVDA NVIDIA CORPORATION16.3K shares-61.70%2025-09-302025-11-14 MSFT MICROSOFT CORP5.7K shares-44.61%2025-09-302025-11-14 IEFA ISHARES TR31.5K shares3.42%2025-09-302025-11-14 SPMO INVESCO EXCH TRADED FD TR II21.6K shares1.76%2025-09-302025-11-14 AGZ ISHARES TR18.2K shares4.95%2025-09-302025-11-14 JPST J P MORGAN EXCHANGE TRADED F37.2K shares5.66%2025-09-302025-11-14 ICSH ISHARES TR37.0K shares3.94%2025-09-302025-11-14 XMMO INVESCO EXCHANGE TRADED FD T12.6K shares6.44%2025-09-302025-11-14 AVGO BROADCOM INC4.9K shares-34.44%2025-09-302025-11-14 AMZN AMAZON COM INC6.5K shares-36.60%2025-09-302025-11-14 BSTP INNOVATOR ETFS TRUST37.6K shares8.92%2025-09-302025-11-14 BIV VANGUARD BD INDEX FDS16.2K shares3.78%2025-09-302025-11-14 SCHO SCHWAB STRATEGIC TR42.9K shares5.11%2025-09-302025-11-14 VGSH VANGUARD SCOTTSDALE FDS16.2K shares6.60%2025-09-302025-11-14 BLK BLACKROCK INC777 shares203.52%2025-09-302025-11-14 V VISA INC2.6K shares247.98%2025-09-302025-11-14 MA MASTERCARD INCORPORATED1.6K shares254.92%2025-09-302025-11-14 MDLZ MONDELEZ INTL INC14.0K shares258.18%2025-09-302025-11-14 GTO INVESCO ACTIVELY MANAGED EXC18.3K shares1.77%2025-09-302025-11-14 SPGI S&P GLOBAL INC1.6K shares241.26%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC2.2K sharesnew addition2025-09-302025-11-14 WMT WALMART INC7.2K shares176.51%2025-09-302025-11-14 HD HOME DEPOT INC1.8K shares210.99%2025-09-302025-11-14 LHX L3HARRIS TECHNOLOGIES INC2.4K shares179.88%2025-09-302025-11-14 NEE NEXTERA ENERGY INC9.0K sharesnew addition2025-09-302025-11-14 ADI ANALOG DEVICES INC2.8K sharesnew addition2025-09-302025-11-14 NJR NEW JERSEY RES CORP13.8K sharesnew addition2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW5.3K sharesnew addition2025-09-302025-11-14 PH PARKER-HANNIFIN CORP862 sharesnew addition2025-09-302025-11-14 MCD MCDONALDS CORP2.1K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO9.5K sharesnew addition2025-09-302025-11-14 CTRA COTERRA ENERGY INC26.4K sharesnew addition2025-09-302025-11-14 EMR EMERSON ELEC CO4.6K sharesnew addition2025-09-302025-11-14 AMT AMERICAN TOWER CORP NEW3.1K sharesnew addition2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN3.5K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC759 shares-54.74%2025-09-302025-11-14 LGLV SPDR SERIES TRUST3.0K shares-0.26%2025-09-302025-11-14 VLO VALERO ENERGY CORP3.0K sharesnew addition2025-09-302025-11-14 BUFR FIRST TR EXCHNG TRADED FD VI14.7K shares-1.28%2025-09-302025-11-14 MMIT NEW YORK LIFE INVTS ACTIVE E20.0K shares0.00%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC3.0K shares163.43%2025-09-302025-11-14 GOOGL ALPHABET INC2.0K shares-69.80%2025-09-302025-11-14 D DOMINION ENERGY INC7.6K sharesnew addition2025-09-302025-11-14 OMC OMNICOM GROUP INC5.7K sharesnew addition2025-09-302025-11-14 PSX PHILLIPS 663.4K sharesnew addition2025-09-302025-11-14 CVX CHEVRON CORP NEW2.9K sharesnew addition2025-09-302025-11-14 MRK MERCK & CO INC5.1K sharesnew addition2025-09-302025-11-14 PG PROCTER AND GAMBLE CO2.8K sharesnew addition2025-09-302025-11-14 ZTS ZOETIS INC2.8K sharesnew addition2025-09-302025-11-14 CMCSA COMCAST CORP NEW12.9K sharesnew addition2025-09-302025-11-14 APD AIR PRODS & CHEMS INC1.4K sharesnew addition2025-09-302025-11-14 NKE NIKE INC5.6K sharesnew addition2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS4.9K shares5.38%2025-09-302025-11-14 ORCL ORACLE CORP1.3K shares-67.09%2025-09-302025-11-14 TSLA TESLA INC839 shares-63.65%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K sharesnew addition2025-09-302025-11-14 NOW SERVICENOW INC315 shares-58.93%2025-09-302025-11-14 CSCO CISCO SYS INC4.2K shares-53.51%2025-09-302025-11-14 IGBH ISHARES U S ETF TR11.3K shares5.28%2025-09-302025-11-14 LQDH ISHARES U S ETF TR2.9K shares3.23%2025-09-302025-11-14 GE GE AEROSPACE892 shares0.00%2025-09-302025-11-14 LQD ISHARES TR2.0K shares0.00%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-14 RVNU DBX ETF TR8.4K shares0.00%2025-09-302025-11-14 DHY CREDIT SUISSE HIGH YIELD CRE10.0K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available