Vista Cima Wealth Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$96.2B
Holdings
49
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 24,264 | $12.4B | 12.89% | |
| 2 | SCHGSCHWAB STRATEGIC TR | 367,301 | $10.2B | 10.64% | |
| 3 | NVDANVIDIA CORPORATION | 43,276 | $5.8B | 6.04% | |
| 4 | AAPLAPPLE INC | 22,661 | $5.7B | 5.90% | |
| 5 | MSFTMICROSOFT CORP | 11,156 | $4.7B | 4.89% | |
| 6 | DGROISHARES TR | 69,472 | $4.3B | 4.43% | |
| 7 | SPDWSPDR INDEX SHS FDS | 122,016 | $4.2B | 4.33% | |
| 8 | XMHQINVESCO EXCHANGE TRADED FD T | 39,012 | $3.8B | 3.99% | |
| 9 | SMLFISHARES TR | 54,576 | $3.7B | 3.83% | |
| 10 | SCHDSCHWAB STRATEGIC TR | 133,003 | $3.6B | 3.78% | |
| 11 | VOVANGUARD INDEX FDS | 13,515 | $3.6B | 3.71% | |
| 12 | AQLTISHARES TR | 43,811 | $3.1B | 3.20% | |
| 13 | ROUSLATTICE STRATEGIES TR | 57,644 | $2.9B | 3.05% | |
| 14 | KLMNINVESCO EXCH TRADED FD TR II | 24,440 | $2.3B | 2.41% | |
| 15 | AVGOBROADCOM INC | 9,346 | $2.2B | 2.25% | |
| 16 | AMZNAMAZON COM INC | 8,910 | $2.0B | 2.03% | |
| 17 | XMMOINVESCO EXCHANGE TRADED FD T | 14,001 | $1.7B | 1.80% | |
| 18 | AGZISHARES TR | 15,641 | $1.7B | 1.76% | |
| 19 | ICSHISHARES TR | 32,224 | $1.6B | 1.69% | |
| 20 | JPSTJ P MORGAN EXCHANGE TRADED F | 31,822 | $1.6B | 1.67% | |
| 21 | GOOGLALPHABET INC | 6,472 | $1.2B | 1.27% | |
| 22 | METAMETA PLATFORMS INC | 2,031 | $1.2B | 1.24% | |
| 23 | BSTPINNOVATOR ETFS TRUST | 33,370 | $1.1B | 1.15% | |
| 24 | BIVVANGUARD BD INDEX FDS | 14,475 | $1.1B | 1.12% | |
| 25 | SCHOSCHWAB STRATEGIC TR | 37,062 | $891.7M | 0.93% | |
| 26 | VGSHVANGUARD SCOTTSDALE FDS | 13,582 | $790.2M | 0.82% | |
| 27 | GTOINVESCO ACTIVELY MANAGED EXC | 16,693 | $774.6M | 0.81% | |
| 28 | NOWSERVICENOW INC | 676 | $716.6M | 0.74% | |
| 29 | CRMSALESFORCE INC | 2,027 | $677.7M | 0.70% | |
| 30 | ORCLORACLE CORP | 4,025 | $670.7M | 0.70% | |
| 31 | CSCOCISCO SYS INC | 9,360 | $554.1M | 0.58% | |
| 32 | LGLVSPDR SER TR | 3,164 | $522.7M | 0.54% | |
| 33 | CDNSCADENCE DESIGN SYSTEM INC | 1,711 | $514.1M | 0.53% | |
| 34 | MMITNEW YORK LIFE INVTS ACTIVE E | 19,970 | $479.5M | 0.50% | |
| 35 | BUFRFIRST TR EXCHNG TRADED FD VI | 14,968 | $456.1M | 0.47% | |
| 36 | TSLATESLA INC | 1,116 | $450.7M | 0.47% | |
| 37 | AMDADVANCED MICRO DEVICES INC | 3,556 | $429.5M | 0.45% | |
| 38 | VCSHVANGUARD SCOTTSDALE FDS | 4,114 | $320.9M | 0.33% | |
| 39 | WMTWALMART INC | 2,804 | $253.3M | 0.26% | |
| 40 | SPGIS&P GLOBAL INC | 493 | $245.5M | 0.26% | |
| 41 | MAMASTERCARD INCORPORATED | 448 | $235.9M | 0.25% | |
| 42 | IGBHISHARES U S ETF TR | 9,383 | $228.2M | 0.24% | |
| 43 | LQDHISHARES U S ETF TR | 2,380 | $220.7M | 0.23% | |
| 44 | LQDISHARES TR | 2,036 | $217.5M | 0.23% | |
| 45 | HDHOME DEPOT INC | 557 | $216.7M | 0.23% | |
| 46 | RVNUDBX ETF TR | 8,400 | $212.2M | 0.22% | |
| 47 | MCDMCDONALDS CORP | 728 | $211.0M | 0.22% | |
| 48 | VVISA INC | 665 | $210.2M | 0.22% | |
| 49 | DHYCREDIT SUISSE HIGH YIELD BD | 10,000 | $21.4M | 0.02% |