Vista Cima Wealth Management LLC New Holdings 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
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
OUSM
Alps ETF Tr Oshares U S Small

ETFs
42.5K
New
$41.26 - $44.98 $1.75M - $1.91M
42.5K $48.7M
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
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
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
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
Track This Portfolio

Track Vista Cima Wealth Management LLC Portfolio

Follow Vista Cima Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Cima Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Cima Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email