Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Vista Private Wealth Partners. LLC
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80111
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $215,805,000
  Total Value Change : $-23,164,000
  Securities Held Change : -11
   
All Securities Held : 85
  New Positions : 14
  Closed Positions : 25
  Increased Positions : 38
  Unchanged Positions : 5
  Decreased Positions : 28

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 1 New $0.00 $29,214,000 47,883 13.54% 29,214,000 47,883 0.001    N/A
   (IPAC)1 Year Chart         IPAC iShares Core MSCI Pacific ETF 27 New $61.80 $1,212,000 20,724 0.56% 1,212,000 20,724 0.023    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 29 New $143.59 $1,182,000 300,436 0.55% 1,182,000 300,436 0.013    Closed - End Fund - E...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 43 New $39.31 $632,000 14,811 0.29% 632,000 14,811 0    CATV Systems
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 57 New $239.01 $360,000 1,674 0.17% 360,000 1,674 0.001    Closed - End Fund - E...
   (SUSC)1 Year Chart         SUSC Ishares Esg Usd Corporate Bond 62 New $0.00 $292,000 6,171 0.14% 292,000 6,171 0.007    N/A
   (EEMV)1 Year Chart         EEMV Ishares Msci Emerging Marke... 63 New $0.00 $285,000 5,757 0.13% 285,000 5,757 0.001    N/A
   (FDX)1 Year Chart         FDX Fedex Corp 69 New $265.73 $258,000 1,048 0.12% 258,000 1,048 0    AirDelivery & Freight...
   (KMI)1 Year Chart         KMI Kinder Morgan Inc 74 New $19.08 $210,000 11,744 0.1% 210,000 11,744 0.001    Gas Utilities
   (RDW)1 Year Chart         RDW Genesis Park Acquisition Corp. 78 New $10.50 $60,000 20,000 0.03% 60,000 20,000 0.122    N/A

      10 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results