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Home > Institutional Investor > Vista Cima Wealth Management Llc > Profile

Instuitional Investor - Vista Cima Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Vista Cima Wealth Management Llc
Portfolio Value $92,883,086
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 25,355 $11,889,483 12.8%
2.
Schwab Strategic Trust
 FNDF 442,871 $11,089,493 11.94%
3.
Apple Inc.
 AAPL 22,798 $5,064,107 5.45%
4.
Nvidia Corp
 NVDA 42,455 $4,601,289 4.95%
5.
Vanguard Index Fds - MID CAP ETF
 17,484 $4,521,754 4.87%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)