The Analysis of Vista Cima Wealth Management LLC's Holdings
Currently, Vista Cima Wealth Management LLC holds 51 types of securities in its portfolio with a total value $119.9M. In the most recent quarter, they have increased their positions in NVDA (+22.1K shares, valued at $4.1M), MSFT (+5.4K shares, valued at $2.6M), AAPL (+6.1K shares, valued at $1.7M); decreased their positions in SPGI (-1.2K shares, valued at $636.0K), WMT (-5.4K shares, valued at $596.2K), ADI (-1.9K shares, valued at $528.8K); initiated new positions in NFLX (+4.2K shares, valued at $392.0K), AGQ (+2.2K shares, valued at $343.0K), AMD (+1.5K shares, valued at $331.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR475.5K shares2.30%2025-12-312026-02-11
NVDA NVIDIA CORPORATION38.4K shares135.61%2025-12-312026-02-11 AAPL APPLE INC21.4K shares39.82%2025-12-312026-02-11 VO VANGUARD INDEX FDS19.7K shares5.29%2025-12-312026-02-11 DGRO ISHARES TR79.4K shares4.22%2025-12-312026-02-11 MSFT MICROSOFT CORP11.2K shares94.72%2025-12-312026-02-11 XMHQ INVESCO EXCHANGE TRADED FD T46.9K shares5.33%2025-12-312026-02-11 SMLF ISHARES TR63.4K shares2.92%2025-12-312026-02-11 SPDW SPDR INDEX SHS FDS104.4K shares1.92%2025-12-312026-02-11 SCHD SCHWAB STRATEGIC TR167.6K shares6.24%2025-12-312026-02-11 ROUS LATTICE STRATEGIES TR67.6K shares-0.47%2025-12-312026-02-11 IEFA ISHARES TR32.2K shares2.00%2025-12-312026-02-11 BROADCOM INC BROADCOM INC7.5K shares53.86%2025-12-312026-02-11 SPMO INVESCO EXCH TRADED FD TR II21.4K shares-0.71%2025-12-312026-02-11 AMZN AMAZON COM INC10.0K shares53.16%2025-12-312026-02-11 AGZ ISHARES TR18.3K shares0.65%2025-12-312026-02-11 JPST J P MORGAN EXCHANGE TRADED F39.8K shares7.02%2025-12-312026-02-11 ICSH ISHARES TR38.1K shares3.02%2025-12-312026-02-11 XMMO INVESCO EXCHANGE TRADED FD T12.6K shares-0.48%2025-12-312026-02-11 BSTP INNOVATOR ETFS TRUST37.2K shares-1.25%2025-12-312026-02-11 META META PLATFORMS INC2.0K shares157.44%2025-12-312026-02-11 BIV VANGUARD BD INDEX FDS16.3K shares0.07%2025-12-312026-02-11 ALPHABET INC ALPHABET INC3.9K shares99.04%2025-12-312026-02-11 SCHO SCHWAB STRATEGIC TR43.2K shares0.66%2025-12-312026-02-11 VGSH VANGUARD SCOTTSDALE FDS16.1K shares-0.13%2025-12-312026-02-11 TSLA TESLA INC2.1K shares144.82%2025-12-312026-02-11 GTO INVESCO ACTIVELY MANAGED EXC18.3K shares0.08%2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR MFG LTD2.8K shares146.70%2025-12-312026-02-11 CSCO CISCO SYS INC9.9K shares134.21%2025-12-312026-02-11 ORCL ORACLE CORP3.7K shares172.65%2025-12-312026-02-11 PLTR PALANTIR TECHNOLOGIES INC3.6K shares209.23%2025-12-312026-02-11 LGLV SPDR SERIES TRUST3.0K shares-1.35%2025-12-312026-02-11 NOW SERVICENOW INC3.4K shares988.89%2025-12-312026-02-11 BUFR FIRST TR EXCHNG TRADED FD VI14.6K shares-0.30%2025-12-312026-02-11 MMIT NEW YORK LIFE INVTS ACTIVE E20.0K shares0.00%2025-12-312026-02-11 NFLX NETFLIX INC4.2K sharesnew addition2025-12-312026-02-11 VCSH VANGUARD SCOTTSDALE FDS4.9K shares0.58%2025-12-312026-02-11 AGQ PROSHARES TR II2.2K sharesnew addition2025-12-312026-02-11 AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2025-12-312026-02-11 IGBH ISHARES U S ETF TR11.4K shares0.47%2025-12-312026-02-11 GE AEROSPACE GE AEROSPACE892 shares0.00%2025-12-312026-02-11 LQDH ISHARES U S ETF TR2.9K shares0.93%2025-12-312026-02-11 LLY ELI LILLY & CO211 sharesnew addition2025-12-312026-02-11 LQD ISHARES TR2.0K shares-0.49%2025-12-312026-02-11 ADI ANALOG DEVICES INC807 shares-70.73%2025-12-312026-02-11 SPGI S&P GLOBAL INC404 shares-75.08%2025-12-312026-02-11 WMT WALMART INC1.9K shares-73.92%2025-12-312026-02-11 RVNU DBX ETF TR8.4K shares0.00%2025-12-312026-02-11 DHY CREDIT SUISSE HIGH YIELD CRE10.0K shares0.00%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available