Filer Name: VISTA CIMA WEALTH MANAGEMENT LLC
CIK: 2055907
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 49
Portfolio Value: $0.10B

Vista Cima Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
QQQ US INVESCO QQQ TRUST SERIES 1 24,264 $12M 12.89% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 367,301 $10M 10.64% - -
NVDA US NVIDIA CORP 43,276 $6M 6.04% - -
AAPL US APPLE INC 22,661 $6M 5.90% - -
MSFT US MICROSOFT CORP 11,156 $5M 4.89% - -
DGRO US ISHARES CORE DIVIDEND GROWTH 69,472 $4M 4.43% - -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 122,016 $4M 4.33% - -
XMHQ US INVESCO S&P MIDCAP QUAL ETF 39,012 $4M 3.99% - -
SMLF US ISHARES US SMALLCAP EQUITY F 54,576 $4M 3.83% - -
SCHD US SCHWAB US DVD EQUITY ETF 133,003 $4M 3.78% - -
VO US VANGUARD MID-CAP ETF 13,515 $4M 3.71% - -
IEFA US ISHARES CORE MSCI EAFE ETF 43,811 $3M 3.20% - -
ROUS US HARTFORD MULTIFACT US EQTY 57,644 $3M 3.05% - -
SPMO US INVESCO S&P 500 MOMENTUM ETF 24,440 $2M 2.41% - -
AVGO US BROADCOM INC 9,346 $2M 2.25% - -
AMZN US AMAZON.COM INC 8,910 $2M 2.03% - -
XMMO US INVESCO S&P MIDCAP MOMENTUM 14,001 $2M 1.80% - -
AGZ US ISHARES AGENCY BOND ETF 15,641 $2M 1.76% - -
ICSH US ISHARES ULT STBA ETF USD INC 32,224 $2M 1.69% - -
JPST US JPMORGAN ULTRA-SHORT INCOME 31,822 $2M 1.67% - -
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