Vista Cima Wealth Management LLC Top Holdings and 13F Report (2025) About Vista Cima Wealth Management LLCInvestment ActivityVista Cima Wealth Management LLC has $96.21 million in total holdings as of December 31, 2024.Vista Cima Wealth Management LLC owns shares of 49 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco QQQ $12,404,502Schwab U.S. Large-Cap Growth ETF $10,236,667NVIDIA $5,811,554Apple $5,674,864Microsoft $4,702,162 Sector AllocationMap of 500 Largest Holdings ofVista Cima Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorQQQInvesco QQQ$12,404,50224,26412.9%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$10,236,667367,30110.6%ETFNVDANVIDIA$5,811,55443,2766.0%Computer and TechnologyAAPLApple$5,674,86422,6615.9%Computer and TechnologyMSFTMicrosoft$4,702,16211,1564.9%Computer and TechnologyDGROiShares Core Dividend Growth ETF$4,261,39869,4724.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,164,406122,0164.3%ETFXMHQInvesco S&P MidCap Quality ETF$3,841,46639,0124.0%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$3,683,86854,5763.8%ETFSCHDSchwab US Dividend Equity ETF$3,633,652133,0033.8%ETFVOVanguard Mid-Cap ETF$3,569,73513,5153.7%ETFIEFAiShares Core MSCI EAFE ETF$3,079,03743,8113.2%ETFROUSHartford Multifactor US Equity ETF$2,933,50357,6443.0%ETFSPMOInvesco S&P 500 Momentum ETF$2,322,04424,4402.4%ETFAVGOBroadcom$2,166,7459,3462.3%Computer and TechnologyAMZNAmazon.com$1,954,7658,9102.0%Retail/WholesaleXMMOInvesco S&P MidCap Momentum ETF$1,729,54414,0011.8%ETFAGZiShares Agency Bond ETF$1,688,60215,6411.8%FinanceICSHiShares Ultra Short-Term Bond Active ETF$1,625,05632,2241.7%ETFJPSTJPMorgan Ultra-Short Income ETF$1,602,87431,8221.7%ETFGOOGLAlphabet$1,225,2026,4721.3%Computer and TechnologyMETAMeta Platforms$1,189,2182,0311.2%Computer and TechnologyBSTPInnovator Buffer Step-Up Strategy ETF$1,108,21833,3701.2%ETFBIVVanguard Intermediate-Term Bond ETF$1,081,71714,4751.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$891,71237,0620.9%ETFVGSHVanguard Short-Term Treasury Index ETF$790,20113,5820.8%ETFGTOInvesco Total Return Bond ETF$774,55516,6930.8%ETFNOWServiceNow$716,6416760.7%Computer and TechnologyCRMSalesforce$677,7112,0270.7%Computer and TechnologyORCLOracle$670,7264,0250.7%Computer and TechnologyCSCOCisco Systems$554,1129,3600.6%Computer and TechnologyLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$522,7243,1640.5%ETFCDNSCadence Design Systems$514,0871,7110.5%Computer and TechnologyMMITNYLI MacKay Shields Municipal Intermediate ETF$479,48019,9700.5%ETFBUFRFT Vest Laddered Buffer ETF$456,07514,9680.5%ETFTSLATesla$450,6851,1160.5%Auto/Tires/TrucksAMDAdvanced Micro Devices$429,5293,5560.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$320,9334,1140.3%ETFWMTWalmart$253,3412,8040.3%Retail/WholesaleSPGIS&P Global$245,5294930.3%Business ServicesMAMastercard$235,9034480.2%Business ServicesIGBHiShares Interest Rate Hedged Long-Term Corporate Bond ETF$228,1959,3830.2%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$220,7212,3800.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$217,5262,0360.2%FinanceHDHome Depot$216,6675570.2%Retail/WholesaleRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$212,1848,4000.2%ETFMCDMcDonald's$211,0407280.2%Retail/WholesaleVVisa$210,1676650.2%Business ServicesDHYCredit Suisse High Yield Bond Fund$21,40010,0000.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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