Vista Cima Wealth Management LLC Portfolio Holdings
Q3 2025•75 long positions•$120.0M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding78 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.7M 13.07% | +$257.0K Bought | — 26.1K shares | 25.7K → 26.1K +$257.0K | +1.67% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.8M 12.36% | +$364.2K Bought | — 464.8K shares | 453.4K → 464.8K +$364.2K | +2.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 4.58% | +$204.2K Bought | — 18.7K shares | 18.0K → 18.7K +$204.2K | +3.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.2M 4.32% | +$216.4K Bought | — 76.2K shares | 73.1K → 76.2K +$216.4K | +4.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 3.9% | +$206.5K Bought | — 44.5K shares | 42.6K → 44.5K +$206.5K | +4.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 3.82% | +$170.4K Bought | — 61.6K shares | 59.3K → 61.6K +$170.4K | +3.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 3.65% | +$90.1K Bought | — 102.5K shares | 100.4K → 102.5K +$90.1K | +2.1% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 3.59% | +$379.0K Bought | — 157.8K shares | 143.9K → 157.8K +$379.0K | +9.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 3.26% | +$266.8K Bought | — 68.0K shares | 63.3K → 68.0K +$266.8K | +7.33% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.9M 3.25% | -$2.1M Sold | 0.0% 15.3K shares | 23.7K → 15.3K −$2.1M | -35.41% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $3.0M 2.53% | -$4.9M Sold | 0.0% 16.3K shares | 42.5K → 16.3K −$4.9M | -61.7% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $3.0M 2.48% | -$2.4M Sold | 0.0% 5.7K shares | 10.4K → 5.7K −$2.4M | -44.61% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 2.29% | +$91.2K Bought | — 31.5K shares | 30.5K → 31.5K +$91.2K | +3.42% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 2.18% | +$45.2K Bought | — 21.6K shares | 21.2K → 21.6K +$45.2K | +1.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.67% | +$94.7K Bought | — 18.2K shares | 17.3K → 18.2K +$94.7K | +4.95% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.57% | +$101.2K Bought | — 37.2K shares | 35.2K → 37.2K +$101.2K | +5.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.56% | +$71.1K Bought | — 37.0K shares | 35.6K → 37.0K +$71.1K | +3.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.42% | +$103.2K Bought | — 12.6K shares | 11.9K → 12.6K +$103.2K | +6.44% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.6M 1.34% | -$845.5K Sold | 0.0% 4.9K shares | 7.4K → 4.9K −$845.5K | -34.44% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.4M 1.19% | -$823.8K Sold | 0.0% 6.5K shares | 10.3K → 6.5K −$823.8K | -36.6% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.14% | +$112.2K Bought | — 37.6K shares | 34.6K → 37.6K +$112.2K | +8.92% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 1.06% | +$46.2K Bought | — 16.2K shares | 15.7K → 16.2K +$46.2K | +3.78% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.872% | +$50.8K Bought | — 42.9K shares | 40.8K → 42.9K +$50.8K | +5.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $950.5K 0.792% | +$58.8K Bought | — 16.2K shares | 15.2K → 16.2K +$58.8K | +6.6% | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $905.9K 0.755% | +$607.4K Bought | 0.001% 777.0 shares | 256.0 → 777.0 +$607.4K | +203.52% | $180.54B Large Cap | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $883.8K 0.736% | +$629.8K Bought | 0.0% 2.6K shares | 744.0 → 2.6K +$629.8K | +247.98% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $882.2K 0.735% | +$633.7K Bought | 0.0% 1.6K shares | 437.0 → 1.6K +$633.7K | +254.92% | $514.21B Mega Cap | Q4 2024 Held for 11 months | |
Food Confectioners Consumer Defensive | $876.9K 0.731% | +$632.1K Bought | 0.001% 14.0K shares | 3.9K → 14.0K +$632.1K | +258.18% | $80.8B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $870.4K 0.725% | +$15.1K Bought | — 18.3K shares | 18.0K → 18.3K +$15.1K | +1.77% | — — | Q4 2024 Held for 11 months | |
Financial - Data & Stock Exchanges Financial Services | $789.0K 0.657% | +$557.8K Bought | 0.001% 1.6K shares | 475.0 → 1.6K +$557.8K | +241.26% | $148.59B Large Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $768.3K 0.64% | +$768.3K New | 0.0% 2.2K shares | 0 → 2.2K +$768.3K | New | $312.73B Mega Cap | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $746.1K 0.622% | +$476.2K Bought | 0.0% 7.2K shares | 2.6K → 7.2K +$476.2K | +176.51% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $722.1K 0.602% | +$489.9K Bought | 0.0% 1.8K shares | 573.0 → 1.8K +$489.9K | +210.99% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $718.0K 0.598% | +$461.5K Bought | — 2.4K shares | 840.0 → 2.4K +$461.5K | +179.88% | — — | Q2 2025 Held for 5 months | |
Regulated Electric Utilities | $680.5K 0.567% | +$680.5K New | 0.0% 9.0K shares | 0 → 9.0K +$680.5K | New | $155.46B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $677.4K 0.564% | +$677.4K Bought | 0.001% 2.8K shares | — | — | $120.87B Large Cap | Q1 2025 Held for 8 months | |
Regulated Gas Utilities | $665.2K 0.554% | +$665.2K New | 0.014% 13.8K shares | 0 → 13.8K +$665.2K | New | $4.8B Mid Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $656.9K 0.547% | +$656.9K Bought | 0.001% 5.3K shares | — | — | $96.2B Large Cap | Q1 2025 Held for 8 months | |
Industrial - Machinery Industrials | $653.5K 0.545% | +$653.5K New | 0.001% 862.0 shares | 0 → 862.0 +$653.5K | New | $95.9B Large Cap | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $641.5K 0.535% | +$641.5K Bought | 0.0% 2.1K shares | — | — | $216.86B Mega Cap | Q4 2024 Held for 11 months | |
Beverages - Non-Alcoholic Consumer Defensive | $630.6K 0.525% | +$630.6K New | 0.0% 9.5K shares | 0 → 9.5K +$630.6K | New | $285.42B Mega Cap | Q3 2025 Held for 2 months | |
Oil & Gas Exploration & Production Energy | $623.3K 0.519% | +$623.3K New | 0.003% 26.4K shares | 0 → 26.4K +$623.3K | New | $18.0B Large Cap | Q3 2025 Held for 2 months | |
Industrial - Machinery Industrials | $602.5K 0.502% | +$602.5K New | 0.001% 4.6K shares | 0 → 4.6K +$602.5K | New | $73.8B Large Cap | Q3 2025 Held for 2 months | |
REIT - Specialty Real Estate | $600.2K 0.5% | +$600.2K New | 0.001% 3.1K shares | 0 → 3.1K +$600.2K | New | $90.1B Large Cap | Q3 2025 Held for 2 months | |
Financial - Data & Stock Exchanges Financial Services | $597.3K 0.498% | +$597.3K New | 0.001% 3.5K shares | 0 → 3.5K +$597.3K | New | $96.4B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $557.5K 0.465% | -$674.3K Sold | 0.0% 759.0 shares | 1.7K → 759.0 −$674.3K | -54.74% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $540.9K 0.451% | -$1.4K Sold | — 3.0K shares | 3.0K → 3.0K −$1.4K | -0.26% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Refining & Marketing Energy | $505.0K 0.421% | +$505.0K New | 0.001% 3.0K shares | 0 → 3.0K +$505.0K | New | $52.9B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $490.2K 0.408% | -$6.3K Sold | — 14.7K shares | 14.9K → 14.7K −$6.3K | -1.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $485.3K 0.404% | — | — 20.0K shares | — | — | — — | Q4 2024 Held for 11 months |
