Vista Cima Wealth Management LLC Purchases in Q1 2025

Vista Cima Wealth Management LLC

  • $94 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
8
New
$61.57 - $126.06 $493 - $1.01K
8 $345M
MDLZ
Mondelez International, Inc.

Consumer Defensive
18K
New
$56.12 - $68.15 $1.01M - $1.23M
18K $267M
Blackrock Inc
33
New
N/A
33 $240M
DUK
Duke Energy Corp

Utilities
443K
New
$105.87 - $121.97 $46.9M - $54M
443K $190M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
250K
New
$123.11 - $130.57 $30.8M - $32.6M
250K $175M
ADI
Analog Devices Inc

Technology
10.5K
New
$201.56 - $243.82 $2.11M - $2.55M
10.5K $161M
SCHV
Schwab Strategic Tr Us Large C

ETFs
160K
New
$25.77 - $27.6 $4.12M - $4.42M
160K $126M
SCHO
Schwab Short Term Us Treasury

ETFs
163K
+ 439.64%
$24.1 - $24.34 $3.93M - $3.97M
200K $983M
MPC
Marathon Petroleum Corp

Energy
15K
New
$134.72 - $159.03 $2.02M - $2.39M
15K $54.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
65.1K
New
$56.17 - $59.71 $3.66M - $3.89M
65.1K $52.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.03M
+ 49316.82%
$77.7 - $78.94 $158M - $160M
2.03M $358M
IGBH
Ishares Interest Rate Hedged L

ETFs
5.62K
+ 59.86%
$24.01 - $24.7 $135K - $139K
15K $250M
LMT
Lockheed Martin Corp

Industrials
50K
New
$423.19 - $506.29 $21.2M - $25.3M
50K $19.2M
HWM
Howmet Aerospace Inc.

Industrials
29K
New
$110.79 - $139.39 $3.21M - $4.04M
29K $15.1M
PEP
Pepsico Inc

Consumer Defensive
10K
New
$142.64 - $156.42 $1.43M - $1.56M
10K $11.4M
HPQ
Hp Inc

Technology
51K
New
$27.69 - $34.72 $1.41M - $1.77M
51K $11.1M
BFK
Blackrock Municipal Income Trust

Financial Services
62.5K
New
$9.89 - $10.29 $618K - $643K
62.5K $10.5M
SPYG
Spdr Portfolio

ETFs
50K
New
$80.05 - $92.39 $4M - $4.62M
50K $8.36M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
15.8K
New
$67.43 - $75.54 $1.06M - $1.19M
15.8K $7.74M
PFE
Pfizer Inc

Healthcare
500K
New
$25.01 - $27.13 $12.5M - $13.6M
500K $7.58M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
11.7K
+ 369.56%
$162.48 - $175.37 $1.9M - $2.05M
14.9K $530M
RTX
Raytheon Technologies Corp

Industrials
13K
New
$114.1 - $135.66 $1.48M - $1.76M
13K $5.17M
ABC
Amerisourcebergen Corp

Healthcare
10.4K
New
N/A
10.4K $4.17M
CHD
Church & Dwight CO Inc

Consumer Defensive
90K
New
$101.42 - $113.2 $9.13M - $10.2M
90K $3.96M
MKC
Mccormick & CO Inc

Consumer Defensive
90K
New
$71.24 - $84.73 $6.41M - $7.63M
90K $3.95M
LQD
Ishares Iboxx $ Investment Gra

ETFs
64K
+ 3141.65%
$105.1 - $109.61 $6.72M - $7.01M
66K $221M
HSY
Hershey CO

Consumer Defensive
33K
New
$144.74 - $186.36 $4.78M - $6.15M
33K $3.76M
INTU
Intuit Inc

Technology
50K
New
$555.63 - $630.23 $27.8M - $31.5M
50K $3.68M
NVO
Novo Nordisk A S

Healthcare
27K
New
$69.3 - $90.95 $1.87M - $2.46M
27K $3.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50K
New
$64.88 - $72.1 $3.24M - $3.6M
50K $1.91M
HON
Honeywell International Inc

Industrials
775K
New
$202.75 - $226.52 $157M - $176M
775K $1.91M
NFLX
Netflix Inc

Communication Services
20K
New
$828.4 - $1058.6 $16.6M - $21.2M
20K $1.87M
ECL
Ecolab Inc.

Basic Materials
40.4K
New
$229.72 - $269.82 $9.28M - $10.9M
40.4K $1.78M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
138K
New
$48.06 - $53.73 $6.61M - $7.39M
138K $1.71M
LOW
Lowes Companies Inc

Consumer Cyclical
189K
New
$222.66 - $268.42 $42.1M - $50.7M
189K $933K
OMF
One Main Holdings, Inc.

Financial Services
35K
New
$45.35 - $58.06 $1.59M - $2.03M
35K $733K
Global X Fds
45K
New
N/A
45K $326K
Genedx Holdings Corp
90.1K
New
N/A
90.1K $266K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
250K
New
$0.17 - $0.42 $42.5K - $105K
250K $50K
Skillz Inc
15K
New
N/A
15K $45K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
136K
+ 681.17%
$23.87 - $24.35 $3.25M - $3.31M
156K $479M
MCD
Mcdonalds Corp

Consumer Cyclical
32.3K
+ 4437.64%
$279.74 - $321.29 $9.04M - $10.4M
33K $189M
NOW
Service Now, Inc.

Technology
9.32K
+ 1379.29%
$783.83 - $1170.39 $7.31M - $10.9M
10K $608M
CRM
Salesforce, Inc.

Technology
96
+ 4.74%
$268.36 - $359.95 $25.8K - $34.6K
2.12K $544M
META
Meta Platforms, Inc.

Communication Services
9.67K
+ 476.22%
$576.36 - $736.67 $5.57M - $7.13M
11.7K $957M
NVDA
Nvidia Corp

Technology
56.7K
+ 131.07%
$106.98 - $149.43 $6.07M - $8.48M
100K $4.6B
Activity Summary
Buys All Purchases 47 New Holdings 36 Increased Positions 11 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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