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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$107B
$1.25 Billion 1.33% of portfolio
69
Q1 2025 Added 10,711.59%
$81.4B
$462 Million 0.49% of portfolio
431
Q1 2025 Added 321.11%
$64.1B
$345 Million 0.37% of portfolio
8
Q1 2025 Added 69,887.5%
$93.8B
$267 Million 0.28% of portfolio
17,994
Q1 2025 Reduced 78.15%
$170B
$241 Million 0.26% of portfolio
200
Q1 2025 Added 137.0%
$90B
$190 Million 0.2% of portfolio
442,871
Q1 2025 New
$121B
$161 Million 0.17% of portfolio
10,469
Q1 2025 New
$82.4B
$54.2 Million 0.06% of portfolio
15,000
Q1 2025 New
$121B
$19.2 Million 0.02% of portfolio
50,000
Q1 2025 New
$73.3B
$15.1 Million 0.02% of portfolio
29,000
Q1 2025 New
$136B
$7.58 Million 0.01% of portfolio
500,000
Q1 2025 New
$181B
$11.4 Million 0.01% of portfolio
10,000
Q1 2025 New
$25.4B
$11.1 Million 0.01% of portfolio
51,000
Q1 2025 New
$76B
$1.78 Million 0.0% of portfolio
40,383
Q1 2025 New
$23.3B
$3.96 Million 0.0% of portfolio
90,015
Q1 2025 New
$25.3B
$3.76 Million 0.0% of portfolio
33,000
Q1 2025 New
$38.4B
$4.17 Million 0.0% of portfolio
10,431
Q1 2025 New
$137B
$933,000 0.0% of portfolio
189,000
Q1 2025 New
$18.7B
$3.95 Million 0.0% of portfolio
90,000
Q1 2025 New
$160B
$3.33 Million 0.0% of portfolio
27,000
Q1 2025 New

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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