Vista Private Wealth Partners. LLC Portfolio Holdings

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $261 Million
  • Prior Value $261 Million
  • Filing
  • Period Q3 2024
  • Filing Date December 03, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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