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CIK: 0002055907
Total reported value
$134.3M
$134.3M
49 檔
28.9%
According to the latest 13F quarterly dataset, Vista Cima Wealth Management LLC managed an equity portfolio of $134.3M at the end of Q4 2024, spanning 49 distinct U.S. exchange-listed positions.
During Q4 2024, Vista Cima Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.89% | +13.25% | NEW | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.64% | -1.31% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.04% | -1.05% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.90% | -0.90% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -0.95% | — | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.43% | -0.61% | — | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.33% | -0.93% | — | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.99% | -0.56% | — | |
| 9 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.83% | -0.45% | — | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.78% | -0.39% | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.71% | -0.60% | — | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.20% | -0.89% | — | |
| 13 | ROUS | Hartford Multifact US Eqty | ETF-Other | 3.05% | -0.47% | — | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.41% | +0.26% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 2.25% | -0.34% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | -0.27% | — | |
| 17 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.80% | -0.28% | — | |
| 18 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.76% | -0.35% | — | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.69% | -0.41% | — | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.67% | -0.41% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | -0.15% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.15% | — | |
| 23 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 1.15% | -0.21% | — | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.12% | -0.21% | — | |
| 25 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.93% | -0.22% | — | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.82% | -0.20% | — | |
| 27 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.81% | -0.16% | — | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.74% | — | — | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.70% | — | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.70% | — | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | -0.02% | — | |
| 32 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.54% | -0.13% | — | |
| 33 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.53% | — | — | |
| 34 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.50% | -0.12% | — | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.47% | -0.09% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.11% | — | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +0.12% | — | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.02% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.09% | — | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.26% | — | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | — | — | |
| 42 | IGBH | Ishares Interest Rate Hedged | ETF-Other | 0.24% | -0.20% | EXIT | |
| 43 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 0.23% | — | — | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.23% | -0.06% | — | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 46 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.22% | -0.04% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | — | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | — | — | |
| 49 | DHY | Credit Suisse High Yield Cre | Stock-Other | 0.02% | -0.01% | — |
According to official SEC Form 13F filings, Vista Cima Wealth Management LLC reported a total U.S. public equity portfolio value of $134.3M across 49 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHG, NVDA) accounted for 28.9% of total reported equity market value during Q4 2024.
During Q4 2024, Vista Cima Wealth Management LLC's top holdings by market value included QQQ (12.9%)、SCHG (10.6%)、NVDA (6.0%). The largest single position, QQQ, represented 12.9% of total portfolio value.
In Q4 2024, Vista Cima Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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