Vista Cima Wealth Management LLC Portfolio Holdings

Vista Cima Wealth Management LLC

  • $94 Billion
  • Q1 2025

Vista Cima Wealth Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $94 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $11.9B, Schwab Strategic Tr Us Large C with a value of $11.1B, Apple Inc. with a value of $5.06B, Nvidia Corp with a value of $4.6B, and Vanguard Mid Cap ETF with a value of $4.52B.

Examining the 13F form we can see an decrease of $2.22B in the current position value, from $96.2B to 94B.

Vista Cima Wealth Management LLC is based out at Surprise, AZ

Below you can find more details about Vista Cima Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $94 Billion
ETFs: $69.2 Billion
Technology: $18.1 Billion
Consumer Cyclical: $2.91 Billion
Communication Services: $1.94 Billion
Financial Services: $756 Million
Consumer Defensive: $523 Million
Utilities: $190 Million
Energy: $54.2 Million
Other: $58.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.9 Billion 12.65% of portfolio
6
Q1 2025 Added 422,483.34%
$0
$11.1 Billion 11.8% of portfolio
31
Q1 2025 Added 1,428,516.12%
$3.22T
$5.06 Billion 5.39% of portfolio
42
Q1 2025 Added 54,180.95%
$369B
$4.6 Billion 4.9% of portfolio
100,000
Q1 2025 Reduced 57.55%
$0
$4.52 Billion 4.81% of portfolio
2
Q1 2025 Added 874,100.0%
$0
$4.37 Billion 4.65% of portfolio
7,986
Q1 2025 Added 786.08%
$3.65T
$3.92 Billion 4.17% of portfolio
110
Q1 2025 Added 9,382.73%
$0
$3.85 Billion 4.09% of portfolio
1
Q1 2025 Added 0.0%
$0
$3.81 Billion 4.05% of portfolio
7
Q1 2025 Added 594,000.0%
$0
$3.69 Billion 3.92% of portfolio
516
Q1 2025 Added 19,516.09%
$0
$3.57 Billion 3.8% of portfolio
1,146
Q1 2025 Added 4,912.74%
$0
$3.17 Billion 3.37% of portfolio
764
Q1 2025 Added 8,081.81%
$0
$2.3 Billion 2.45% of portfolio
99
Q1 2025 Added 30,665.66%
$0
$1.98 Billion 2.1% of portfolio
5
Q1 2025 Added 426,840.0%
$0
$1.92 Billion 2.04% of portfolio
3,320
Q1 2025 Added 428.16%
$2.17T
$1.91 Billion 2.03% of portfolio
173
Q1 2025 Added 5,690.17%
$0
$1.77 Billion 1.88% of portfolio
1,559
Q1 2025 Added 2,143.1%
$0
$1.33 Billion 1.42% of portfolio
5
Q1 2025 Added 233,960.0%
$107B
$1.25 Billion 1.33% of portfolio
69
Q1 2025 Added 10,711.59%
$0
$1.21 Billion 1.28% of portfolio
52
Q1 2025 Added 30,192.31%
$0
$1.07 Billion 1.14% of portfolio
44
Q1 2025 Added 74,977.27%
$995B
$983 Million 1.05% of portfolio
1,159
Q1 2025 Added 448.66%
$0
$983 Million 1.05% of portfolio
200,000
Q1 2025 Reduced 79.81%
$1.53T
$957 Million 1.02% of portfolio
11,703
Q1 2025 Reduced 85.82%
$0
$879 Million 0.94% of portfolio
15
Q1 2025 Added 99,746.67%
$0
$844 Million 0.9% of portfolio
29
Q1 2025 Added 61,948.28%
$1.08T
$611 Million 0.65% of portfolio
174
Q1 2025 Added 1,254.6%
$201B
$608 Million 0.65% of portfolio
10,000
Q1 2025 Reduced 92.36%
$580B
$578 Million 0.61% of portfolio
2,445
Q1 2025 Added 68.96%
$271B
$544 Million 0.58% of portfolio
2,123
Q1 2025 Reduced 4.52%
$279B
$549 Million 0.58% of portfolio
110
Q1 2025 Added 7,984.55%
$0
$530 Million 0.56% of portfolio
14,857
Q1 2025 Reduced 79.51%
$0
$479 Million 0.51% of portfolio
156,000
Q1 2025 Reduced 87.2%
$81.4B
$462 Million 0.49% of portfolio
431
Q1 2025 Added 321.11%
$0
$441 Million 0.47% of portfolio
4
Q1 2025 Added 371,325.0%
$0
$358 Million 0.38% of portfolio
2,033,008
Q1 2025 Reduced 99.78%
$64.1B
$345 Million 0.37% of portfolio
8
Q1 2025 Added 69,887.5%
$575B
$262 Million 0.28% of portfolio
91
Q1 2025 Added 720.88%
$93.8B
$267 Million 0.28% of portfolio
17,994
Q1 2025 Reduced 78.15%
$0
$250 Million 0.27% of portfolio
15,000
Q1 2025 Reduced 30.56%
$0
$252 Million 0.27% of portfolio
400
Q1 2025 Added 583.5%
$532B
$242 Million 0.26% of portfolio
29
Q1 2025 Added 1,420.69%
Blackrock Inc
-
$240 Million 0.26% of portfolio
-
Q1 2025 Added 669.7%
$170B
$241 Million 0.26% of portfolio
200
Q1 2025 Added 137.0%
$266B
$233 Million 0.25% of portfolio
1,050
Q1 2025 Added 153.14%
$0
$221 Million 0.24% of portfolio
66,000
Q1 2025 Reduced 96.92%
$0
$207 Million 0.22% of portfolio
454
Q1 2025 Added 1,750.22%
$369B
$207 Million 0.22% of portfolio
435
Q1 2025 Added 30.11%
$214B
$189 Million 0.2% of portfolio
33,034
Q1 2025 Added 4,437.64%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $94 Billion
  • Prior Value $96.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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