Vista Private Wealth Partners. LLC Reduced Holdings in Q1 2024

Vista Private Wealth Partners. LLC

  • $223 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-292K
- 97.18%
$138.48 - $147.86 $40.4M - $43.2M
8.46K $1.25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-196K
- 49.51%
$55.41 - $62.08 $10.8M - $12.2M
200K $12.4M
VTV
Vanguard Value ETF

ETFs
-50.7K
- 92.87%
$147.46 - $162.86 $7.48M - $8.26M
3.89K $634K
VTI
Vanguard Total Stock Market Et

ETFs
-4.74K
- 14.6%
$232.77 - $260.14 $1.1M - $1.23M
27.7K $7.21M
SCHO
Schwab Short Term Us Treasury

ETFs
-9.12K
- 26.94%
$48.05 - $48.63 $438K - $444K
24.7K $1.19M
AAPL
Apple Inc.

Technology
-585
- 11.79%
$169.0 - $195.18 $98.9K - $114K
4.38K $750K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-480
- 0.5%
$96.75 - $99.37 $46.4K - $47.7K
96K $9.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-28
- 1.6%
$162.5 - $248.42 $4.55K - $6.96K
1.72K $303K
IEFA
Ishares Tr

ETFs
-3.13K
- 9.64%
$68.14 - $74.43 $213K - $233K
29.4K $2.18M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.1K
- 22.19%
$73.37 - $87.29 $81K - $96.4K
3.87K $337K
IWM
Ishares Russell 2000 ETF

ETFs
-290
- 7.81%
$189.48 - $210.3 $54.9K - $61K
3.43K $720K
MUB
Ishares National Muni Bond ETF

ETFs
-68
- 0.78%
$107.41 - $108.76 $7.3K - $7.4K
8.67K $932K
SCHW
Schwab Charles Corp

Financial Services
-354
- 7.11%
$61.89 - $72.38 $21.9K - $25.6K
4.63K $334K
VGT
Vanguard Information Technolog

ETFs
-59
- 10.1%
$462.18 - $530.16 $27.3K - $31.3K
525 $275K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.68K
- 5.8%
$73.11 - $80.04 $123K - $134K
27.3K $2.18M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-54
- 0.72%
$51.32 - $52.45 $2.77K - $2.83K
7.43K $387K
Schwab International Equity ETF
-22.5K
- 4.43%
N/A
486K $0
SMOT
Vaneck ETF Tr Morningstar Smid
-1.85K
- 0.67%
N/A
273K $0
KMI
Kinder Morgan, Inc.

Energy
-264
- 2.25%
$16.57 - $18.34 $4.37K - $4.84K
11.5K $210K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-465
- 0.5%
$28.53 - $29.14 $13.3K - $13.6K
93.3K $2.71M
JPM
Jpmorgan Chase & CO

Financial Services
-225
- 12.48%
$167.09 - $200.3 $37.6K - $45.1K
1.58K $316K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-253
- 7.38%
$257.46 - $288.1 $65.1K - $72.9K
3.18K $914K
GOOG
Alphabet Inc.

Communication Services
-36
- 1.89%
$132.56 - $154.84 $4.77K - $5.57K
1.87K $284K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.63K
- 1.28%
$23.47 - $25.45 $38.3K - $41.6K
126K $3.17M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-777
- 8.72%
$100.95 - $117.92 $78.4K - $91.6K
8.13K $953K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1
- 0.02%
$77.86 - $83.58 $77.9 - $83.6
5.2K $434K
META
Meta Platforms, Inc.

Communication Services
-112
- 17.55%
$344.47 - $512.19 $38.6K - $57.4K
526 $255K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-291
- 2.46%
$54.61 - $61.05 $15.9K - $17.8K
11.5K $703K
AMZN
Amazon Com Inc

Consumer Cyclical
-160
- 5.94%
$144.57 - $180.38 $23.1K - $28.9K
2.53K $457K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-72
- 0.98%
$83.14 - $93.19 $5.99K - $6.71K
7.28K $678K
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.75K
- 5.52%
$75.37 - $84.09 $132K - $147K
30K $2.52M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-27
- 0.5%
$76.81 - $91.25 $2.07K - $2.46K
5.34K $487K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-74
- 0.23%
$77.9 - $82.79 $5.76K - $6.13K
31.8K $2.59M
AM
Antero Midstream Corp

Energy
-1
- -0.0%
$11.68 - $14.06 $11.7 - $14.1
56.3K $790K
MSFT
Microsoft Corp

Technology
-13
- 0.49%
$367.75 - $429.37 $4.78K - $5.58K
2.63K $1.1M
VB
Vanguard Small Cap ETF

ETFs
-132
- 1.29%
$204.0 - $228.59 $26.9K - $30.2K
10.1K $2.31M
CRM
Salesforce, Inc.

Technology
-41
- 0.87%
$251.12 - $316.88 $10.3K - $13K
4.68K $1.41M
NVDA
Nvidia Corp

Technology
-60
- 5.26%
$475.69 - $950.02 $28.5K - $57K
1.08K $975K
Activity Summary
Buys All Purchases 52 New Holdings 22 Increased Positions 30 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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