Vista Private Wealth Partners. LLC Top Holdings and 13F Report (2024) About Vista Private Wealth Partners. LLCInvestment ActivityVista Private Wealth Partners. LLC has $250.66 million in total holdings as of September 30, 2024.Vista Private Wealth Partners. LLC owns shares of 234 different stocks, but just 17 companies or ETFs make up 80% of its holdings.This quarter, Vista Private Wealth Partners. LLC has purchased 234 new stocks and bought additional shares in 0 stocks.Vista Private Wealth Partners. LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $23,019,624Schwab International Equity ETF $19,979,866Schwab U.S. Large-Cap Value ETF $16,820,590Schwab U.S. Mid-Cap ETF $15,480,914iShares iBonds Dec 2024 Term Treasury ETF $15,308,306 Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Private Wealth Partners. LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$23,019,6240.0%228,2789.2%ETFSCHFSchwab International Equity ETF$19,979,8660.0%520,0388.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$16,820,5900.0%227,0606.7%ETFSCHMSchwab U.S. Mid-Cap ETF$15,480,9140.0%198,9076.2%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$15,308,3060.0%638,3786.1%ManufacturingTOTLSPDR Doubleline Total Return Tactical ETF$14,866,4930.0%374,2825.9%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$13,178,9910.0%567,5715.3%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$12,582,9190.0%555,4205.0%ManufacturingIBTHiShares iBonds Dec 2027 Term Treasury ETF$12,076,0920.0%547,0484.8%ManufacturingFNDFSchwab Fundamental International Large Company Index ETF$9,904,2670.0%282,7374.0%ETFVOOVanguard S&P 500 ETF$9,390,7310.0%18,7773.7%ETFSCHASchwab US Small-Cap ETF$9,337,6180.0%196,7893.7%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$9,228,1690.0%422,7233.7%ManufacturingPIMCO ETF TR$7,385,7210.0%81,0902.9%ACTIVE BD ETFIBHEiShares iBonds 2025 Term High Yield and Income ETF$5,786,3320.0%248,6072.3%ETFSCHXSchwab US Large-Cap ETF$4,361,2910.0%67,8801.7%ETFIUSViShares Core S&P U.S. Value ETF$3,360,6270.0%38,1331.3%ManufacturingSCHESchwab Emerging Markets Equity ETF$3,348,8930.0%126,0881.3%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,450,7610.0%86,5991.0%ManufacturingIWRiShares Russell Mid-Cap ETF$2,444,3970.0%30,1481.0%ETFIEFAiShares Core MSCI EAFE ETF$2,242,0580.0%30,8650.9%ETFJAVAJPMorgan Active Value ETF$2,182,8430.0%36,8350.9%ETFIVViShares Core S&P 500 ETF$2,160,1270.0%3,9470.9%ETFEFAiShares MSCI EAFE ETF$2,117,9420.0%27,0390.8%FinanceQQQInvesco QQQ$1,654,4080.0%3,4530.7%FinanceJ P MORGAN EXCHANGE TRADED F$1,595,0120.0%27,2370.6%HEDGED EQUITY LAIPACiShares Core MSCI Pacific ETF$1,525,3940.0%24,9170.6%ETFNVDANVIDIA$1,507,1750.0%12,2000.6%Computer and TechnologyORCLOracle$1,407,6800.0%9,9690.6%Computer and TechnologyMSFTMicrosoft$1,038,9750.0%2,3250.4%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$1,032,2930.0%21,4480.4%ETFIUSGiShares Core S&P U.S. Growth ETF$1,019,3710.0%7,9960.4%ManufacturingIWBiShares Russell 1000 ETF$947,5680.0%3,1850.4%ETFAAPLApple$873,9300.0%4,1490.3%Computer and TechnologySCHCSchwab International Small-Cap Equity ETF$792,0800.0%22,2620.3%ETFIWMiShares Russell 2000 ETF$707,1400.0%3,4850.3%FinanceBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$664,8710.0%29,0210.3%ETFVBVanguard Small-Cap ETF$651,6470.0%2,9890.3%ETFSCHBSchwab US Broad Market ETF$650,5140.0%10,3470.3%ETFGUNRFlexShares Global Upstream Natural Resources Index Fund$637,4640.0%15,8810.3%ETFVEAVanguard FTSE Developed Markets ETF$484,1190.0%9,7960.2%ETFIMNMImmunome$473,3040.0%39,1160.2%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$471,1370.0%5,3470.2%ETFBABAAlibaba Group$435,6000.0%6,0500.2%Retail/WholesaleGOOGAlphabet$392,9020.0%2,1420.2%Computer and TechnologyAMZNAmazon.com$376,6450.0%1,9490.2%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$346,7880.0%6,4780.1%ETFNYCBNew York Community Bancorp$344,6140.0%107,0230.1%FinanceSCHWCharles Schwab$341,2840.0%4,6310.1%FinanceTXNTexas Instruments$321,0240.0%1,6500.1%Computer and TechnologyFDXFedEx$314,2330.0%1,0480.1%TransportationTSLATesla$308,4950.0%1,5590.1%Auto/Tires/TrucksVTVVanguard Value ETF$295,0970.0%1,8400.1%ETFDISWalt Disney$271,0840.0%2,7300.1%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$262,5870.0%1,4430.1%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$259,1550.0%3,0830.1%ETFAMGNAmgen$253,9170.0%8130.1%MedicalIJHiShares Core S&P Mid-Cap ETF$247,3420.0%4,2270.1%ETFJPMJPMorgan Chase & Co.$240,5700.0%1,1890.1%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$197,6590.0%3,8530.1%ETFWMTWalmart$186,1590.0%2,7490.1%Retail/WholesaleGEGeneral Electric$185,1510.0%1,1650.1%TransportationNKENIKE$176,8650.0%2,3470.1%Consumer DiscretionaryMETAMeta Platforms$172,2270.0%3420.1%Computer and TechnologyXOMExxon Mobil$170,7500.0%1,4830.1%Oils/EnergyCRMSalesforce$165,0070.0%6420.1%Computer and TechnologyMUMicron Technology$161,6410.0%1,2290.1%Computer and TechnologyPANWPalo Alto Networks$160,0130.0%4720.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$150,6450.0%9170.1%ETFVGTVanguard Information Technology ETF$150,0440.0%2600.1%ETFPFEPfizer$146,3430.0%5,2300.1%MedicalSPYSPDR S&P 500 ETF Trust$146,2680.0%2690.1%FinanceCCitigroup$128,7360.0%2,0290.1%FinanceCMGChipotle Mexican Grill$128,4330.0%2,0500.1%Retail/WholesaleUBERUber Technologies$121,0130.0%1,6650.0%Computer and TechnologyBABoeing$120,4910.0%6620.0%AerospaceLLYEli Lilly and Company$119,3410.0%1320.0%MedicalIWPiShares Russell Mid-Cap Growth ETF$115,5960.0%1,0480.0%ETFIYCiShares U.S. Consumer Discretionary ETF$112,3480.0%1,3820.0%ETFTSMTaiwan Semiconductor Manufacturing$111,7600.0%6430.0%Computer and TechnologyMRVLMarvell Technology$110,4620.0%1,5800.0%Business ServicesJJacobs Solutions$104,7830.0%7500.0%Business ServicesGLDSPDR Gold Shares$102,7750.0%4780.0%FinanceVOVanguard Mid-Cap ETF$100,4720.0%4150.0%ETFBACBank of America$98,8200.0%2,4850.0%FinanceNEENextEra Energy$96,1610.0%1,3580.0%UtilitiesINTCIntel$96,0420.0%3,1010.0%Computer and TechnologyZZillow Group$94,4510.0%2,0360.0%FinanceVVisa$94,2640.0%3590.0%Business ServicesMRNAModerna$93,8130.0%7900.0%MedicalADBEAdobe$92,2200.0%1660.0%Computer and TechnologyBIIBBiogen$89,9470.0%3880.0%MedicalCOPConocoPhillips$88,6450.0%7750.0%Oils/EnergyHONHoneywell International$86,7370.0%4060.0%Multi-Sector ConglomeratesSQBlock$84,5470.0%1,3110.0%Business ServicesQQQJInvesco NASDAQ Next Gen 100 ETF$83,8680.0%3,0090.0%ManufacturingTSNTyson Foods$83,0310.0%1,4530.0%Consumer StaplesETSYEtsy$82,4550.0%1,3980.0%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$82,0600.0%3,1720.0%ETFUSBU.S. Bancorp$80,2350.0%2,0210.0%FinanceShowing largest 100 holdings. 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