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Home > Institutional Investor > Vista Private Wealth Partners. Llc > Profile

Instuitional Investor - Vista Private Wealth Partners. Llc

Fund Profile
Filing Period:
Fund Name: Vista Private Wealth Partners. Llc
Portfolio Value $258,380,031
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 940,976 $26,224,982 10.14%
2.
Schwab Strategic Trust
 FNDF 568,894 $15,764,033 6.1%
3.
Schwab Strategic Trust
 FNDF 591,016 $15,407,780 5.96%
4.
Ishares Tr
 623,810 $14,547,249 5.63%
5.
Schwab Strategic Trust
 FNDF 777,662 $14,386,759 5.56%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)