- New Purchases: OPP,
- Added Positions: SCHO, SCHF, SCHM, BSCK, ACP, SCHA, BSCM, MDYG, MUB, MOTI, SCHD, ISTB, SCHE, IJR, BSCL, SRLN, SCZ, SCHR, PFE, SCHP,
- Reduced Positions: SCHG, SCHV, SCHX, IVV, SCHB, SHY, WFC, QQQ, SLYV, ABEV, AMGN, AAPL, INTC, IWM, MSFT,
- Sold Out: SPY, GSY, SCHH, VGT, FLS, BSCJ, XEL, AMZN, DIS, IWR, SCHW, VCSH, CMCSA, EPPC.PFD, WPC, IJH, CVS, SNY, SLB, CWB, ATVI, T, CHTR, STZ, GE, IWV, DSI, PANW, FNDA, FNDX, SWKS, TXN, BABA, BAC, XOM, GD, IYC, PRU, ADES, GOOGL, BK, BMRN, COF, CVX, KO, CMP, DTE, DD, FDX, IYJ, IEFA, GOOG, D, DOW, EXPE, GIS, EELV, EEM, IWD, JPM, MCD, MCK, NEE, PEP, XLV, GII, VOO, VOE, DON, BLK, CTVA, ENB, ETSY, ICE, ACWV, EEMV, IVW, IVE, ITA, MAT, COOP, SCHZ, RWO, ABT, ADBE, AAXN, BA, BP, CI, CSCO, GLW, EPD, GS, HON, INDB, IBTX, SPLV, IBB, JNJ, LEVI, NAVPD.PFD, NVDA, QRVO, SLYG, FLRN, TLRY, VIG, V, YUM, YUMC, ATI, CAH, CCL, CTL, CHK, CMG, BTAL, INCY, PHB, XSLV, SLV, IWP, LYFT, OLN, PVG, SPXU, SCHC, GLD, HYMB, EMM, SBUX, HQH, VLO, WLL,
For the details of Vista Private Wealth Partners. LLC's stock buys and sells, go to https://www.gurufocus.com/guru/vista+private+wealth+partners.+llc/current-portfolio/portfolio
These are the top 5 holdings of Vista Private Wealth Partners. LLC- Schwab U.S. Large-Cap Growth ETF (SCHG) - 164,473 shares, 10.84% of the total portfolio. Shares reduced by 6.31%
- Schwab U.S. Mid-Cap ETF (SCHM) - 240,836 shares, 10.16% of the total portfolio. Shares added by 2.75%
- Schwab U.S. Large-Cap ETF (SCHX) - 147,729 shares, 8.01% of the total portfolio. Shares reduced by 3.2%
- Schwab U.S. Large-Cap Value ETF (SCHV) - 188,217 shares, 7.96% of the total portfolio. Shares reduced by 3.88%
- Schwab International Equity ETF (SCHF) - 327,772 shares, 7.78% of the total portfolio. Shares added by 4.02%
Vista Private Wealth Partners. LLC initiated holding in RiverNorth/DoubleLine Strategic Opportunity Fund I. The purchase prices were between $16.03 and $17.8, with an estimated average price of $16.86. The stock is now traded at around $16.55. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,100 shares as of .
Added: Avenue Income Credit Strategies Fund (ACP)Vista Private Wealth Partners. LLC added to a holding in Avenue Income Credit Strategies Fund by 1262.71%. The purchase prices were between $10.81 and $12.53, with an estimated average price of $11.43. The stock is now traded at around $11.51. The impact to a portfolio due to this purchase was 0.19%. The holding were 26,314 shares as of .
Added: SPDR S&P 400 Mid Cap Growth ETF (MDYG)Vista Private Wealth Partners. LLC added to a holding in SPDR S&P 400 Mid Cap Growth ETF by 20.29%. The purchase prices were between $51.98 and $57.24, with an estimated average price of $55.08. The stock is now traded at around $57.09. The impact to a portfolio due to this purchase was 0.12%. The holding were 18,456 shares as of .
Added: iShares Core 1-5 Year USD Bond ETF (ISTB)Vista Private Wealth Partners. LLC added to a holding in iShares Core 1-5 Year USD Bond ETF by 40.02%. The purchase prices were between $50.03 and $50.4, with an estimated average price of $50.18. The stock is now traded at around $50.46. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,785 shares as of .
Sold Out: SPDR S&P 500 ETF Trust (SPY)Vista Private Wealth Partners. LLC sold out a holding in SPDR S&P 500 ETF Trust. The sale prices were between $288.06 and $322.94, with an estimated average price of $308.48.
Sold Out: Vanguard Information Technology ETF (VGT)Vista Private Wealth Partners. LLC sold out a holding in Vanguard Information Technology ETF. The sale prices were between $209.61 and $245.73, with an estimated average price of $229.58.
Sold Out: Invesco Ultra Short Duration ETF (GSY)Vista Private Wealth Partners. LLC sold out a holding in Invesco Ultra Short Duration ETF. The sale prices were between $50.09 and $50.38, with an estimated average price of $50.23.
Sold Out: Schwab U.S. REIT ETF (SCHH)Vista Private Wealth Partners. LLC sold out a holding in Schwab U.S. REIT ETF. The sale prices were between $44.47 and $48.13, with an estimated average price of $46.58.
Sold Out: Flowserve Corp (FLS)Vista Private Wealth Partners. LLC sold out a holding in Flowserve Corp. The sale prices were between $42.5 and $50.9, with an estimated average price of $47.92.
Sold Out: Xcel Energy Inc (XEL)Vista Private Wealth Partners. LLC sold out a holding in Xcel Energy Inc. The sale prices were between $60.07 and $64.63, with an estimated average price of $62.51.
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