Vista Private Wealth Partners. LLC has filed its 13F form on December 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $261 Million distributed in 160 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 $23.9M, Schwab Strategic Tr Intl Eqty with a value of $21.8M, Schwab Strategic Tr Us Large C with a value of $18.5M, Schwab Strategic U.S. Mid Cap with a value of $17M, and Ssga Active ETF Tr Spdr Doblel with a value of $16M.
Examining the 13F form we can see an decrease of $79K in the current position value, from $261M to 261M.
Below you can find more details about Vista Private Wealth Partners. LLC portfolio as well as his latest detailed transactions.
Portfolio value
$261 Million
ETFs: $248 Million
Technology: $6.53 Million
Industrials: $1.6 Million
Consumer Cyclical: $1.2 Million
Communication Services: $817,000
Financial Services: $813,000
Healthcare: $546,000
Consumer Defensive: $503,000
Other: $733,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
