Vista Private Wealth Partners. LLC Incresed Positions in Q2 2025

Vista Private Wealth Partners. LLC

  • $317 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.1K
+ 3.26%
$22.27 - $29.21 $758K - $995K
1.08M $31.5M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
172K
+ 24.42%
$23.29 - $23.38 $4M - $4.02M
875K $20.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
102K
+ 15.04%
$22.81 - $22.97 $2.33M - $2.34M
781K $17.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
+ 1.87%
$17.76 - $22.1 $265K - $329K
810K $17.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
30.5K
+ 4.91%
$22.92 - $28.05 $698K - $854K
651K $18.3M
HEFA
Ishares Currency Hedged Msci E

ETFs
21.2K
+ 5.52%
$32.11 - $38.21 $679K - $808K
404K $15.3M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
61.4K
+ 9.76%
$21.57 - $21.99 $1.32M - $1.35M
690K $15.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
60.7K
+ 8.81%
$22.09 - $22.44 $1.34M - $1.36M
750K $16.8M
AAPL
Apple Inc.

Technology
7.64K
+ 71.0%
$172.42 - $223.89 $1.32M - $1.71M
18.4K $3.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.2K
+ 9.4%
$456.74 - $568.03 $548K - $682K
14K $7.93M
MSFT
Microsoft Corp

Technology
1.52K
+ 32.45%
$354.56 - $497.45 $539K - $756K
6.2K $3.08M
SCHV
Schwab Strategic Tr Us Large C

ETFs
22.6K
+ 3.54%
$23.55 - $27.67 $532K - $626K
662K $18.3M
NVDA
Nvidia Corp

Technology
2.86K
+ 20.65%
$94.31 - $157.99 $270K - $452K
16.7K $2.64M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.93K
+ 4.73%
$54.28 - $67.95 $322K - $403K
131K $8.93M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
28.3K
+ 7.65%
$39.34 - $40.41 $1.11M - $1.14M
398K $16M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.98K
+ 6.5%
$73.7 - $90.98 $367K - $453K
81.6K $7.43M
ORCL
Oracle Corp

Technology
1.09K
+ 11.47%
$122.82 - $218.63 $134K - $239K
10.6K $2.32M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.6K
+ 7.93%
$49.79 - $50.75 $824K - $840K
225K $11.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.11K
+ 2.07%
$50.08 - $63.14 $55.5K - $70K
54.6K $3.45M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
2.66K
+ 7.6%
$55.73 - $68.72 $148K - $183K
37.7K $2.59M
AMZN
Amazon Com Inc

Consumer Cyclical
905
+ 29.25%
$167.32 - $223.3 $151K - $202K
4K $877K
COST
Costco Wholesale Corp

Consumer Defensive
182
+ 8.8%
$908.13 - $1056.85 $165K - $192K
2.25K $2.23M
DIS
Walt Disney CO

Communication Services
1.42K
+ 54.74%
$81.72 - $124.01 $116K - $175K
4K $496K
IEFA
Ishares Tr

ETFs
117
+ 0.4%
$67.83 - $84.09 $7.94K - $9.84K
29.2K $2.44M
HD
Home Depot, Inc.

Consumer Cyclical
635
+ 90.46%
$335.24 - $380.78 $213K - $242K
1.34K $490K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
708
+ 0.84%
$56.84 - $65.5 $40.2K - $46.4K
84.6K $5.54M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.06K
+ 7.82%
$27.29 - $29.28 $165K - $178K
83.6K $2.45M
JPM
Jpmorgan Chase & CO

Financial Services
436
+ 33.26%
$210.28 - $289.91 $91.7K - $126K
1.75K $506K
BA
Boeing CO

Industrials
628
+ 51.48%
$136.59 - $217.51 $85.8K - $137K
1.85K $387K
JBBB
Janus Detroit Str Tr Henderson

ETFs
3K
+ 19.97%
$46.79 - $48.56 $140K - $146K
18K $868K
IBM
International Business Machines Corp

Technology
200
+ 12.5%
$221.03 - $294.78 $44.2K - $59K
1.8K $530K
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.25%
$272.36 - $339.57 $2.18K - $2.72K
3.22K $1.09M
CVS
Cvs Health Corp

Healthcare
1.4K
+ 37.32%
$60.04 - $70.18 $84.2K - $98.5K
5.16K $356K
GE
General Electric CO

Industrials
110
+ 9.3%
$166.81 - $257.39 $18.3K - $28.3K
1.29K $332K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
87
+ 0.3%
$19.1 - $23.83 $1.66K - $2.07K
29.5K $703K
VEA
Vanguard Ftse Developed Market

ETFs
71
+ 0.72%
$45.65 - $57.01 $3.24K - $4.05K
9.9K $564K
IVE
Ishares S&P 500 Value ETF

ETFs
219
+ 13.61%
$168.34 - $195.42 $36.9K - $42.8K
1.83K $357K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.05%
$69.06 - $91.24 $138 - $182
3.92K $357K
AMGN
Amgen Inc

Healthcare
205
+ 24.91%
$262.28 - $309.85 $53.8K - $63.5K
1.03K $287K
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.21%
$81.79 - $99.98 $491 - $600
2.92K $285K
GOOG
Alphabet Inc.

Communication Services
3
+ 0.22%
$146.58 - $180.01 $440 - $540
1.34K $237K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
20
+ 0.68%
$70.44 - $86.87 $1.41K - $1.74K
2.94K $255K
J P Morgan Exchange Traded F
2.27K
+ 6.59%
N/A
36.6K $0
VZ
Verizon Communications Inc

Communication Services
640
+ 3.32%
$41.67 - $45.62 $26.7K - $29.2K
19.9K $861K
XOM
Exxon Mobil Corp

Energy
604
+ 6.84%
$99.93 - $119.04 $60.4K - $71.9K
9.43K $1.02M
BMY
Bristol Myers Squibb CO

Healthcare
750
+ 12.2%
$44.12 - $59.6 $33.1K - $44.7K
6.9K $319K
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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