Vista Private Wealth Partners. LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $256 Million distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $26.2M, Schwab Strategic U.S. Mid Cap with a value of $15.8M, Schwab Strategic Tr Us Large C with a value of $15.4M, Ishares Tr Ibonds Dec 2025 Ter with a value of $14.5M, and Schwab Strategic Tr Intl Eqty with a value of $14.4M.
Examining the 13F form we can see an decrease of $5.19M in the current position value, from $261M to 256M.
Below you can find more details about Vista Private Wealth Partners. LLC portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $244 Million
Technology: $6.08 Million
Consumer Cyclical: $1.42 Million
Financial Services: $922,000
Industrials: $842,000
Communication Services: $704,000
Consumer Defensive: $490,000
Healthcare: $453,000
Other: $634,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
