Vista Private Wealth Partners. LLC Incresed Positions in Q1 2025

Vista Private Wealth Partners. LLC

  • $276 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
52.7K
+ 33.74%
$50.48 - $51.04 $2.66M - $2.69M
209K $10.6M
COST
Costco Wholesale Corp

Consumer Defensive
2.07K
+ 206700.0%
$890.62 - $1076.86 $1.84M - $2.23M
2.07K $1.96M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
76.8K
+ 13.91%
$21.16 - $21.77 $1.63M - $1.67M
629K $13.7M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
79.6K
+ 12.75%
$23.29 - $23.38 $1.85M - $1.86M
703K $16.4M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
69.2K
+ 11.16%
$21.77 - $22.25 $1.51M - $1.54M
689K $15.3M
HEFA
Ishares Currency Hedged Msci E

ETFs
29.9K
+ 8.47%
$34.83 - $37.52 $1.04M - $1.12M
383K $13.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
66.6K
+ 10.79%
$22.11 - $22.43 $1.47M - $1.49M
684K $15.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
48.1K
+ 8.14%
$25.77 - $27.6 $1.24M - $1.33M
639K $17M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
63.3K
+ 10.28%
$22.77 - $22.94 $1.44M - $1.45M
679K $15.6M
AAPL
Apple Inc.

Technology
7.19K
+ 202.08%
$209.68 - $247.1 $1.51M - $1.78M
10.8K $2.39M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
18.1K
+ 27.57%
$61.9 - $66.89 $1.12M - $1.21M
83.9K $5.33M
MSFT
Microsoft Corp

Technology
2.79K
+ 147.02%
$375.39 - $447.2 $1.05M - $1.25M
4.68K $1.76M
XOM
Exxon Mobil Corp

Energy
7.8K
+ 762.85%
$105.44 - $118.93 $823K - $928K
8.83K $1.05M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.1K
+ 3.66%
$38.99 - $40.37 $509K - $527K
370K $14.9M
JBBB
Janus Detroit Str Tr Henderson

ETFs
14.5K
+ 2811.43%
$48.34 - $49.66 $701K - $720K
15K $731K
IJK
Ishares S&P Midcap 400 Growth

ETFs
12.9K
+ 20.3%
$81.62 - $96.63 $1.06M - $1.25M
76.6K $6.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
51.5K
+ 9.04%
$25.58 - $29.24 $1.32M - $1.5M
620K $16.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.2K
+ 13.11%
$54.25 - $57.64 $337K - $358K
53.5K $2.95M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.6K
+ 15.12%
$59.63 - $64.37 $275K - $296K
35.1K $2.18M
AMZN
Amazon Com Inc

Consumer Cyclical
1.76K
+ 131.93%
$190.26 - $242.06 $335K - $426K
3.09K $588K
HD
Home Depot, Inc.

Consumer Cyclical
701
+ 70100.0%
$347.25 - $424.87 $243K - $298K
702 $257K
CVS
Cvs Health Corp

Healthcare
3.75K
+ 41666.67%
$44.22 - $68.64 $166K - $257K
3.76K $254K
BA
Boeing CO

Industrials
1.2K
+ 6000.0%
$148.15 - $186.25 $178K - $224K
1.22K $208K
CVX
Chevron Corp

Energy
1.21K
+ 4036.67%
$146.71 - $167.97 $178K - $203K
1.24K $207K
JPM
Jpmorgan Chase & CO

Financial Services
688
+ 110.43%
$225.19 - $279.95 $155K - $193K
1.31K $321K
GE
General Electric CO

Industrials
501
+ 73.46%
$168.59 - $212.13 $84.5K - $106K
1.18K $236K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.59K
+ 4.86%
$28.55 - $29.09 $103K - $105K
77.5K $2.24M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
11.5K
+ 10.1%
$60.91 - $71.4 $701K - $821K
125K $7.8M
DIS
Walt Disney CO

Communication Services
1.13K
+ 77.79%
$96.87 - $114.0 $110K - $129K
2.59K $255K
AMGN
Amgen Inc

Healthcare
155
+ 23.2%
$258.59 - $327.36 $40.1K - $50.7K
823 $256K
TXN
Texas Instruments Inc

Technology
173
+ 10.46%
N/A
1.83K $355K
IVE
Ishares S&P 500 Value ETF

ETFs
150
+ 10.28%
$185.78 - $198.58 $27.9K - $29.8K
1.61K $306K
NVDA
Nvidia Corp

Technology
2.75K
+ 24.71%
$106.98 - $149.43 $294K - $410K
13.9K $1.5M
VTV
Vanguard Value ETF

ETFs
11
+ 0.6%
$167.73 - $179.21 $1.85K - $1.97K
1.84K $317K
WMT
Walmart Inc.

Consumer Defensive
112
+ 4.0%
$84.5 - $105.05 $9.46K - $11.8K
2.91K $255K
J P Morgan Exchange Traded F
1.82K
+ 5.58%
N/A
34.4K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.23%
$551.42 - $612.93 $551 - $613
435 $243K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.27%
$57.21 - $65.8 $572 - $658
3.74K $218K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
25
+ 0.86%
$77.91 - $92.26 $1.95K - $2.31K
2.92K $232K
GOOG
Alphabet Inc.

Communication Services
39
+ 3.0%
$156.06 - $207.71 $6.09K - $8.1K
1.34K $209K
SCHG
Schwab Strategic Tr Us Large C

ETFs
104K
+ 11.1%
$24.91 - $29.02 $2.6M - $3.03M
1.05M $26.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.25%
$302.31 - $337.54 $2.42K - $2.7K
3.21K $985K
IWM
Ishares Russell 2000 ETF

ETFs
4
+ 0.18%
$198.1 - $229.79 $792 - $919
2.24K $447K
QQQ
Invesco Qqq Trust, Series 1

ETFs
93
+ 2.85%
$468.34 - $539.52 $43.6K - $50.2K
3.36K $1.58M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.03%
$554.06 - $615.85 $554 - $616
3.78K $2.13M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.58%
$222.15 - $428.22 $2K - $3.85K
1.57K $407K
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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