Vista Private Wealth Partners. LLC Portfolio Holdings
Q3 2025•78 long positions•$320.7M portfolio value
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Holding78 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $31.5M 9.83% | +$3.4K Bought | — 1.1M shares | 1.1M → 1.1M +$3.4K | +0.01% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $20.4M 6.37% | +$3.3K Bought | — 875.3K shares | 875.1K → 875.3K +$3.3K | +0.02% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $18.3M 5.71% | +$3.0K Bought | — 661.8K shares | 661.7K → 661.8K +$3.0K | +0.02% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $18.3M 5.69% | +$5.9K Bought | — 651.0K shares | 650.8K → 651.0K +$5.9K | +0.03% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $17.9M 5.59% | +$10.1K Bought | — 810.9K shares | 810.4K → 810.9K +$10.1K | +0.06% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $17.9M 5.58% | +$3.2K Bought | — 781.0K shares | 780.8K → 781.0K +$3.2K | +0.02% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.8M 5.23% | — | — 750.0K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.7M 5.21% | +$1.3K Bought | — 743.4K shares | 743.4K → 743.4K +$1.3K | +0.01% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.0M 4.98% | +$7.8K Bought | — 398.0K shares | 397.8K → 398.0K +$7.8K | +0.05% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $15.3M 4.79% | — | — 404.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.1M 4.72% | — | — 690.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.4M 3.57% | — | — 225.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.9M 2.78% | +$3.5K Bought | — 131.5K shares | 131.4K → 131.5K +$3.5K | +0.04% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $7.9M 2.47% | — | — 14.0K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.4M 2.32% | — | — 81.6K shares | — | — | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $6.3M 1.96% | — | — 68.1K shares | — | — | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $5.5M 1.73% | — | — 84.6K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $4.8M 1.48% | +$7.7K Bought | — 194.7K shares | 194.4K → 194.7K +$7.7K | +0.16% | — — | Q3 2018 Held for 7y 2m | |
Consumer Electronics Technology | $3.8M 1.18% | — | 0.0% 18.4K shares | — | — | $3.78T Mega Cap | Q3 2018 Held for 7y 2m | |
ETF ETF | $3.4M 1.08% | — | — 54.6K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.1M 0.972% | — | — 33.0K shares | — | — | — — | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $3.1M 0.961% | — | 0.0% 6.2K shares | — | — | $3.85T Mega Cap | Q3 2018 Held for 7y 2m | |
Semiconductors Technology | $2.6M 0.824% | — | 0.0% 16.7K shares | — | — | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.6M 0.809% | +$2.1K Bought | — 37.8K shares | 37.7K → 37.8K +$2.1K | +0.08% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.5M 0.766% | +$9.4K Bought | — 83.9K shares | 83.6K → 83.9K +$9.4K | +0.39% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.4M 0.76% | — | — 29.2K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $2.4M 0.758% | — | — 26.5K shares | — | — | — — | Q3 2019 Held for 6y 2m | |
Software - Infrastructure Technology | $2.3M 0.723% | — | 0.0% 10.6K shares | — | — | $801.76B Mega Cap | Q3 2018 Held for 7y 2m | |
ETF ETF | $2.3M 0.72% | — | — 3.7K shares | — | — | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $2.3M 0.717% | +$8.4K Bought | — 36.8K shares | 36.6K → 36.8K +$8.4K | +0.37% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.2M 0.697% | — | — 25.0K shares | — | — | — — | Q3 2018 Held for 7y 2m | |
Discount Stores Consumer Defensive | $2.2M 0.694% | — | 0.001% 2.3K shares | — | — | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.643% | +$2.3K Bought | — 81.5K shares | 81.4K → 81.5K +$2.3K | +0.11% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $1.9M 0.578% | — | — 3.4K shares | — | — | — — | Q3 2018 Held for 7y 2m | |
Unknown Unknown | $1.6M 0.508% | — | 0.083% 107.7K shares | — | — | $1.6B Small Cap | Q2 2025 Held for 5 months | |
Agricultural - Machinery Industrials | $1.6M 0.502% | — | 0.001% 4.2K shares | — | — | $223.53B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.341% | — | — 3.2K shares | — | — | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $1.0M 0.325% | — | — 6.9K shares | — | — | — — | Q2 2020 Held for 5y 5m | |
Oil & Gas Integrated Energy | $1.0M 0.317% | — | 0.0% 9.4K shares | — | — | $480.68B Mega Cap | Q2 2022 Held for 3y 5m | |
Specialty Retail Consumer Cyclical | $877.3K 0.274% | — | 0.0% 4.0K shares | — | — | $2.34T Mega Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $874.0K 0.272% | +$3.1K Bought | — 37.6K shares | 37.4K → 37.6K +$3.1K | +0.36% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $868.9K 0.271% | — | — 18.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $861.3K 0.269% | — | 0.0% 19.9K shares | — | — | $185.31B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $703.5K 0.219% | — | — 29.5K shares | — | — | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $624.0K 0.195% | — | — 2.6K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $564.2K 0.176% | — | — 9.9K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $536.9K 0.167% | — | — 1.2K shares | — | — | — — | Q2 2025 Held for 5 months | |
Information Technology Services Technology | $530.6K 0.165% | — | 0.0% 1.8K shares | — | — | $262.84B Mega Cap | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $506.5K 0.158% | — | 0.0% 1.7K shares | — | — | $867.35B Mega Cap | Q3 2021 Held for 4y 2m | |
Auto - Manufacturers Consumer Cyclical | $499.0K 0.156% | — | 0.0% 1.6K shares | — | — | $1.48T Mega Cap | Q1 2022 Held for 3y 8m |
