Vista Cima Wealth Management LLC Incresed Positions in Q2 2025

Vista Cima Wealth Management LLC

  • $107 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
334
+ 1.32%
$416.06 - $551.64 $139K - $184K
25.7K $14.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.6K
+ 2.38%
$22.27 - $29.21 $235K - $308K
453K $13.2B
NVDA
Nvidia Corp

Technology
73
+ 0.17%
$94.31 - $157.99 $6.88K - $11.5K
42.5K $6.72B
VO
Vanguard Mid Cap ETF

ETFs
540
+ 3.09%
$228.54 - $279.83 $123K - $151K
18K $5.04B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.86K
+ 3.23%
$54.28 - $67.95 $101K - $126K
59.3K $4.03B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
985
+ 2.37%
$82.17 - $99.96 $80.9K - $98.5K
42.6K $4.18B
AMZN
Amazon Com Inc

Consumer Cyclical
234
+ 2.34%
$167.32 - $223.3 $39.2K - $52.3K
10.3K $2.25B
DGRO
Ishares Core Dividend Growth E

ETFs
2.29K
+ 3.23%
$55.22 - $63.94 $126K - $146K
73.1K $4.67B
META
Meta Platforms, Inc.

Communication Services
17
+ 1.02%
$484.66 - $738.09 $8.24K - $12.5K
1.68K $1.24B
IEFA
Ishares Tr

ETFs
31
+ 0.1%
$67.83 - $84.09 $2.1K - $2.61K
30.5K $2.55B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
148
+ 1.26%
$101.93 - $128.63 $15.1K - $19K
11.9K $1.52B
NOW
Service Now, Inc.

Technology
3
+ 0.39%
$721.65 - $1040.18 $2.16K - $3.12K
767 $789M
GOOGL
Alphabet Inc.

Communication Services
191
+ 3.0%
$144.7 - $178.6 $27.6K - $34.1K
6.55K $1.15B
BSTP
Innovator Etfs Tr Buffer Step

ETFs
1.53K
+ 4.63%
$29.64 - $34.54 $45.3K - $52.8K
34.6K $1.19B
MRVL
Marvell Technology, Inc.

Technology
340
+ 6.07%
$49.38 - $79.97 $16.8K - $27.2K
5.94K $460M
CSCO
Cisco Systems, Inc.

Technology
173
+ 1.95%
$53.19 - $69.38 $9.2K - $12K
9.07K $629M
Blackrock Inc
2
+ 0.79%
N/A
256 $269M
CRM
Salesforce, Inc.

Technology
54
+ 2.66%
$236.26 - $291.15 $12.8K - $15.7K
2.08K $568M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
246
+ 0.7%
$50.36 - $50.68 $12.4K - $12.5K
35.2K $1.78B
SCHO
Schwab Short Term Us Treasury

ETFs
422
+ 1.04%
$24.19 - $24.45 $10.2K - $10.3K
40.8K $995M
VGSH
Vanguard

ETFs
174
+ 1.16%
$58.32 - $58.95 $10.1K - $10.3K
15.2K $891M
SPGI
S&P Global Inc.

Financial Services
1
+ 0.21%
$438.31 - $527.29 $438 - $527
475 $250M
IGBH
Ishares Interest Rate Hedged L

ETFs
316
+ 3.03%
$22.75 - $24.11 $7.19K - $7.62K
10.7K $259M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
77
+ 1.7%
$77.94 - $79.5 $6K - $6.12K
4.61K $366M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
80
+ 2.93%
$88.49 - $92.4 $7.08K - $7.39K
2.81K $260M
HD
Home Depot, Inc.

Consumer Cyclical
7
+ 1.24%
$335.24 - $380.78 $2.35K - $2.67K
573 $210M
GTO
Invesco Actively Managed ETF T

ETFs
8
+ 0.04%
$45.73 - $47.2 $366 - $378
18K $844M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.36K
+ 4.62%
$24.32 - $27.87 $155K - $177K
144K $3.81B
AAPL
Apple Inc.

Technology
911
+ 4.0%
$172.42 - $223.89 $157K - $204K
23.7K $4.86B
Activity Summary
Buys All Purchases 33 New Holdings 3 Increased Positions 30 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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