Vista Private Wealth Partners. LLC Portfolio Holdings
Vista Private Wealth Partners. LLC
- $276 Million
- Q1 2025
Vista Private Wealth Partners. LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Million distributed in 70 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 Tr Us Large C with a value of $17M, Ishares Tr Ibonds Dec 2025 Ter with a value of $16.4M, Schwab Strategic U.S. Mid Cap with a value of $16.3M, and Schwab Strategic Tr Intl Eqty with a value of $15.7M.
Examining the 13F form we can see an increase of $19.9M in the current position value, from $256M to 276M.
Below you can find more details about Vista Private Wealth Partners. LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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