Vista Cima Wealth Management LLC Purchases in Q3 2025

Vista Cima Wealth Management LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.4K
+ 2.52%
$28.92 - $32.19 $330K - $367K
465K $14.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
428
+ 1.67%
$546.99 - $602.2 $234K - $258K
26.1K $15.7B
UNH
Unitedhealth Group Inc

Healthcare
2.23K
New
$237.77 - $353.61 $529K - $787K
2.23K $768M
NEE
Nextera Energy Inc

Utilities
9.01K
New
$69.77 - $77.54 $629K - $699K
9.01K $680M
ADI
Analog Devices Inc

Technology
2.76K
New
$220.68 - $255.63 $608K - $705K
2.76K $677M
NJR
New Jersey Resources Corp

Utilities
13.8K
New
$45.05 - $48.15 $622K - $665K
13.8K $665M
DUK
Duke Energy Corp

Utilities
5.31K
New
$116.31 - $125.93 $617K - $668K
5.31K $657M
PH
Parker Hannifin Corp

Industrials
862
New
$697.13 - $769.67 $601K - $663K
862 $654M
MCD
Mcdonalds Corp

Consumer Cyclical
2.11K
New
$291.67 - $316.99 $616K - $669K
2.11K $642M
Blackrock Inc
521
+ 203.52%
N/A
777 $906M
KO
Coca Cola CO

Consumer Defensive
9.51K
New
$65.67 - $71.67 $624K - $682K
9.51K $631M
CTRA
Coterra Energy Inc.

Energy
26.4K
New
$23.09 - $25.45 $609K - $671K
26.4K $623M
V
Visa Inc.

Financial Services
1.85K
+ 247.98%
$332.09 - $358.86 $613K - $662K
2.59K $884M
MDLZ
Mondelez International, Inc.

Consumer Defensive
10.1K
+ 258.18%
$60.9 - $70.75 $616K - $716K
14K $877M
EMR
Emerson Electric CO

Industrials
4.59K
New
$128.6 - $149.63 $591K - $687K
4.59K $603M
AMT
American Tower Corp

Real Estate
3.12K
New
$192.32 - $232.35 $600K - $725K
3.12K $600M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.55K
New
$167.28 - $188.45 $593K - $668K
3.55K $597M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.29K
+ 3.86%
$68.27 - $75.58 $156K - $173K
61.6K $4.58B
SPGI
S&P Global Inc.

Financial Services
1.15K
+ 241.26%
$484.94 - $564.15 $556K - $647K
1.62K $789M
DGRO
Ishares Core Dividend Growth E

ETFs
3.18K
+ 4.35%
$64.12 - $68.08 $204K - $216K
76.2K $5.19B
HD
Home Depot, Inc.

Consumer Cyclical
1.21K
+ 210.99%
$357.4 - $423.42 $432K - $512K
1.78K $722M
ROUS
Hartford Multifactor Us Equity

ETFs
4.64K
+ 7.33%
$53.3 - $57.49 $247K - $267K
68K $3.91B
LHX
L3 Harris Technologies, Inc.

Industrials
1.51K
+ 179.88%
$252.18 - $305.41 $381K - $461K
2.35K $718M
VLO
Valero Energy Corp

Energy
2.97K
New
$131.77 - $175.63 $391K - $521K
2.97K $505M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.9K
+ 9.64%
$26.38 - $27.95 $366K - $388K
158K $4.31B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.97K
+ 4.62%
$98.53 - $107.1 $194K - $211K
44.5K $4.67B
WMT
Walmart Inc.

Consumer Defensive
4.62K
+ 176.51%
$94.4 - $104.27 $436K - $482K
7.24K $746M
D
Dominion Energy, Inc

Utilities
7.65K
New
$56.32 - $62.1 $431K - $475K
7.65K $468M
OMC
Omnicom Group Inc.

Communication Services
5.71K
New
$70.41 - $81.53 $402K - $466K
5.71K $466M
PSX
Phillips 66

Energy
3.37K
New
$118.37 - $139.46 $399K - $470K
3.37K $458M
VO
Vanguard Mid Cap ETF

ETFs
695
+ 3.86%
$279.83 - $293.74 $194K - $204K
18.7K $5.5B
CVX
Chevron Corp

Energy
2.86K
New
$145.57 - $161.83 $416K - $463K
2.86K $444M
MRK
Merck & Co., Inc.

Healthcare
5.06K
New
$77.6 - $87.37 $393K - $442K
5.06K $425M
PG
Procter & Gamble CO

Consumer Defensive
2.76K
New
$150.47 - $161.22 $415K - $444K
2.76K $423M
ZTS
Zoetis Inc.

Healthcare
2.81K
New
$141.13 - $159.19 $396K - $447K
2.81K $411M
CMCSA
Comcast Corp

Communication Services
12.9K
New
$31.41 - $36.33 $405K - $468K
12.9K $405M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.43K
New
$265.78 - $299.3 $380K - $428K
1.43K $390M
NKE
Nike, Inc.

Consumer Cyclical
5.57K
New
$69.24 - $79.24 $385K - $441K
5.57K $388M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.11K
+ 2.1%
$39.8 - $42.86 $83.8K - $90.3K
102K $4.38B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
New
$224.68 - $282.71 $252K - $317K
1.12K $313M
PM
Philip Morris International Inc.

Consumer Defensive
1.85K
+ 163.43%
$157.77 - $183.27 $292K - $339K
2.98K $484M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
373
+ 1.76%
$110.74 - $122.12 $41.3K - $45.6K
21.6K $2.61B
PLTR
Palantir Technologies Inc.

Technology
1.16K
New
$130.68 - $186.97 $151K - $217K
1.16K $211M
IEFA
Ishares Tr

ETFs
1.04K
+ 3.42%
$81.7 - $87.53 $85.3K - $91.4K
31.5K $2.75B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
763
+ 6.44%
$128.6 - $136.01 $98.1K - $104K
12.6K $1.71B
BSTP
Innovator Etfs Tr Buffer Step

ETFs
3.08K
+ 8.92%
$34.55 - $36.37 $107K - $112K
37.6K $1.37B
AGZ
Ishares Agency Bond ETF

ETFs
858
+ 4.95%
$108.74 - $110.41 $93.3K - $94.7K
18.2K $2.01B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.99K
+ 5.66%
$50.47 - $50.74 $101K - $101K
37.2K $1.89B
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.4K
+ 3.94%
$50.52 - $50.75 $70.7K - $71.1K
37K $1.88B
Activity Summary
Buys All Purchases 57 New Holdings 25 Increased Positions 32 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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