Vista Cima Wealth Management LLC New Holdings in Q3 2025

Vista Cima Wealth Management LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
2.23K
New
$237.77 - $353.61 $529K - $787K
2.23K $768M
NEE
Nextera Energy Inc

Utilities
9.01K
New
$69.77 - $77.54 $629K - $699K
9.01K $680M
ADI
Analog Devices Inc

Technology
2.76K
New
$220.68 - $255.63 $608K - $705K
2.76K $677M
NJR
New Jersey Resources Corp

Utilities
13.8K
New
$45.05 - $48.15 $622K - $665K
13.8K $665M
DUK
Duke Energy Corp

Utilities
5.31K
New
$116.31 - $125.93 $617K - $668K
5.31K $657M
PH
Parker Hannifin Corp

Industrials
862
New
$697.13 - $769.67 $601K - $663K
862 $654M
MCD
Mcdonalds Corp

Consumer Cyclical
2.11K
New
$291.67 - $316.99 $616K - $669K
2.11K $642M
KO
Coca Cola CO

Consumer Defensive
9.51K
New
$65.67 - $71.67 $624K - $682K
9.51K $631M
CTRA
Coterra Energy Inc.

Energy
26.4K
New
$23.09 - $25.45 $609K - $671K
26.4K $623M
EMR
Emerson Electric CO

Industrials
4.59K
New
$128.6 - $149.63 $591K - $687K
4.59K $603M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.55K
New
$167.28 - $188.45 $593K - $668K
3.55K $597M
VLO
Valero Energy Corp

Energy
2.97K
New
$131.77 - $175.63 $391K - $521K
2.97K $505M
D
Dominion Energy, Inc

Utilities
7.65K
New
$56.32 - $62.1 $431K - $475K
7.65K $468M
OMC
Omnicom Group Inc.

Communication Services
5.71K
New
$70.41 - $81.53 $402K - $466K
5.71K $466M
PSX
Phillips 66

Energy
3.37K
New
$118.37 - $139.46 $399K - $470K
3.37K $458M
CVX
Chevron Corp

Energy
2.86K
New
$145.57 - $161.83 $416K - $463K
2.86K $444M
MRK
Merck & Co., Inc.

Healthcare
5.06K
New
$77.6 - $87.37 $393K - $442K
5.06K $425M
PG
Procter & Gamble CO

Consumer Defensive
2.76K
New
$150.47 - $161.22 $415K - $444K
2.76K $423M
ZTS
Zoetis Inc.

Healthcare
2.81K
New
$141.13 - $159.19 $396K - $447K
2.81K $411M
CMCSA
Comcast Corp

Communication Services
12.9K
New
$31.41 - $36.33 $405K - $468K
12.9K $405M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.43K
New
$265.78 - $299.3 $380K - $428K
1.43K $390M
NKE
Nike, Inc.

Consumer Cyclical
5.57K
New
$69.24 - $79.24 $385K - $441K
5.57K $388M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.12K
New
$224.68 - $282.71 $252K - $317K
1.12K $313M
PLTR
Palantir Technologies Inc.

Technology
1.16K
New
$130.68 - $186.97 $151K - $217K
1.16K $211M
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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