VISTA CIMA WEALTH MANAGEMENT LLC 13F Portfolio
VISTA CIMA WEALTH MANAGEMENT LLC runs VISTA CIMA WEALTH MANAGEMENT LLC and currently holds 49 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $134.28M. Their top holdings are QQQ, SCHG, SPDW, NVDA, IEFA. The top five represent 40.6% of reported portfolio weight. VISTA CIMA WEALTH MANAGEMENT LLC ranks #829 out of 1000 investors tracked by Alpha Score. In the most recent quarter, VISTA CIMA WEALTH MANAGEMENT LLC initiated 3 new positions. They added to 23 existing positions. They trimmed 17 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$134.28M
Alpha Score
25.5
#829 of 1000
Holdings
49
VISTA CIMA WEALTH MANAGEMENT LLC Current 13F Holdings
Reported holdings from VISTA CIMA WEALTH MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
49 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 QQQ INVESCO QQQ TR | 13.25% | $736.40 | $751.27 | +2.02% | Added +100.00% |
 SCHG SCHWAB STRATEGIC TR | 10.16% | $27.72 | $36.73 | +32.50% | Added +1.11% |
 SPDW SPDR INDEX SHS FDS | 6.14% | $38.73 | $49.97 | +29.02% | Added +4.38% |
 NVDA NVIDIA CORPORATION | 5.56% | $164.36 | $229.28 | +39.50% | Trimmed -2.76% |
 IEFA ISHARES TR | 5.46% | $82.75 | $96.50 | +16.62% | Added +6.96% |
 AAPL APPLE INC | 4.34% | $255.17 | $336.68 | +31.94% | Trimmed -3.83% |
 SMLF ISHARES TR | 4.00% | $67.92 | $85.38 | +25.71% | Added +0.89% |
 VO VANGUARD INDEX FDS | 3.70% | $66.71 | $81.15 | +21.65% | Added +307.44% |
 SPMO INVESCO EXCH TRADED FD TR II | 3.47% | $99.81 | $151.12 | +51.41% | Trimmed -0.56% |
 DGRO ISHARES TR | 3.26% | $62.51 | $77.30 | +23.66% | Added +3.69% |
Showing 1-10 of 49