Vista Cima Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.07M |
| 2 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$1.07M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$554K |
| 4 |
Marvell Technology
MRVL
|
+$543K |
| 5 |
Tesla
TSLA
|
+$414K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$998K |
| 2 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$752K |
| 3 |
Advanced Micro Devices
AMD
|
+$430K |
| 4 |
Broadcom
AVGO
|
+$399K |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$303K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.29% |
| 2 | Consumer Discretionary | 2.93% |
| 3 | Communication Services | 2.09% |
| 4 | Financials | 1.06% |
| 5 | Consumer Staples | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Advanced Micro Devices
AMD
$767B
| – | – |
-3,556
| Closed | -$430K |
|
52
McDonald's
MCD
$194B
| – | – |
-728
| Closed | -$211K |
|
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Vista Cima Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, Vista Cima Wealth Management held 52 positions worth $92.9M, down 3.5% from $96.2M the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Vista Cima Wealth Management deployed $3.32M of net new capital in Q1 2025, opening 3 new positions and adding to 26 existing holdings. Its largest new stake was Marvell Technology: 5,599 shares worth $345K.
By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 23% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was iShares Core MSCI EAFE ETF, an estimated $998K trimmed.
- Vista Cima Wealth Management's largest Q1 2025 buy was Marvell Technology: 5,599 shares worth $345K.
- Vista Cima Wealth Management added most to Schwab US Large-Cap Growth ETF in Q1 2025, an estimated $2.07M increase.
- Vista Cima Wealth Management's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $998K.
- Vista Cima Wealth Management fully exited Advanced Micro Devices in Q1 2025, selling an estimated $430K.
- Vista Cima Wealth Management's ten largest holdings make up 61% of its $92.9M portfolio in Q1 2025.
- Vista Cima Wealth Management opened 3 new positions and closed 2 in Q1 2025.
- Vista Cima Wealth Management's portfolio value fell 3.5% quarter-over-quarter to $92.9M.
Based on Vista Cima Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.