Portfolio (Quarterly)
Guide ↗
Vista Cima Wealth Management LLC
· CIK 0002055907| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | Financial Services | 26,565 | $16.3M | 13.61% | SOLD |
| 2 | ORCL | ORACLE CORP | Technology | 3,659 | $713K | 0.59% | SOLD |
| 3 | NOW | SERVICENOW INC | Technology | 3,430 | $525K | 0.44% | SOLD |
| 4 | NFLX | NETFLIX INC | Communication Services | 4,181 | $392K | 0.33% | SOLD |
| 5 | LQDH | ISHARES U S ETF TR | — | 2,932 | $274K | 0.23% | SOLD |
| 6 | LLY | ELI LILLY & CO | Healthcare | 211 | $227K | 0.19% | SOLD |
| 7 | ADI | ANALOG DEVICES INC | Technology | 807 | $219K | 0.18% | SOLD |
| 8 | MRK | MERCK & CO INC | Healthcare | 2,053 | $216K | 0.18% | SOLD |
| 9 | SPGI | S&P GLOBAL INC | Financial Services | 404 | $211K | 0.18% | SOLD |
Sector Allocation
Technology
79.5%
Communication Services
9.5%
Consumer Cyclical
7.9%
Industrials
1.2%
Financial Services
1.0%
Consumer Defensive
0.9%