Vista Cima Wealth Management LLC Incresed Positions 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
Blackrock Inc
521
+ 203.52%
N/A
777 $906M
MA
Mastercard Inc

Financial Services
1.11K
+ 254.92%
$550.18 - $598.96 $613K - $667K
1.55K $882M
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
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
LHX
L3 Harris Technologies, Inc.

Industrials
1.51K
+ 179.88%
$252.18 - $305.41 $381K - $461K
2.35K $718M
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
VO
Vanguard Mid Cap ETF

ETFs
695
+ 3.86%
$279.83 - $293.74 $194K - $204K
18.7K $5.5B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.11K
+ 2.1%
$39.8 - $42.86 $83.8K - $90.3K
102K $4.38B
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
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
VGSH
Vanguard

ETFs
1K
+ 6.6%
$58.43 - $58.88 $58.4K - $58.9K
16.2K $950M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
591
+ 3.78%
$76.16 - $78.59 $45K - $46.4K
16.2K $1.27B
SCHO
Schwab Short Term Us Treasury

ETFs
2.08K
+ 5.11%
$24.23 - $24.42 $50.5K - $50.9K
42.9K $1.05B
GTO
Invesco Actively Managed ETF T

ETFs
318
+ 1.77%
$46.43 - $47.91 $14.8K - $15.2K
18.3K $870M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
248
+ 5.38%
$78.96 - $80.04 $19.6K - $19.8K
4.85K $388M
IGBH
Ishares Interest Rate Hedged L

ETFs
567
+ 5.28%
$24.05 - $24.63 $13.6K - $14K
11.3K $278M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
91
+ 3.23%
$92.14 - $93.55 $8.38K - $8.51K
2.91K $272M
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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