HoldingsChannel.com
Private Vista LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (HEFA) 1,673,180 -71,834 $40,510
     HEFA1,673,180-71,834$40,510
INVESCO EXCH TRD SLF IDX FD 1,117,657 -292,991 $22,985
     BSCP1,117,657-292,991$22,985
ISHARES TR (IJR) 401,768 -279,640 $22,542
     IJR401,768-279,640$22,542
INVESCO EXCH TRD SLF IDX FD 556,605 -697,725 $11,487
     BSCO556,605-697,725$11,487
WISDOMTREE TR 136,585 -22,915 $11,052
     DLN136,585-22,915$11,052
ULTA BEAUTY INC 58,124 +33 $10,213
     ULTA58,124+33$10,213
INVESCO EXCH TRD SLF IDX FD 349,398 -107,319 $7,393
     BSCM349,398-107,319$7,393
INVESCO EXCH TRD SLF IDX FD 276,184 -168,135 $6,346
     BSJK276,184-168,135$6,346
SPDR SER TR (SDY) 71,358 -8,045 $5,698
     SDY71,358-8,045$5,698
SPDR S&P 500 ETF TR (SPY) 20,928 +2,469 $5,391
     SPY20,928+2,469$5,391
MICROSOFT CORP 33,144 +5,910 $5,226
     MSFT33,144+5,910$5,226
BERKSHIRE HATHAWAY INC DEL      $5,225
     BRK.B19,505-1,882$3,567
     BRK.A5,938-117$1,658
INVESCO EXCH TRD SLF IDX FD 227,125 -75,777 $4,703
     BSCN227,125-75,777$4,703
ISHARES TR (IWF) 30,599 -569 $4,610
     IWF30,599-569$4,610
INDEXIQ ETF TR (QAI) 140,482 +140,482 $3,998
     QAI140,482+140,482$3,998
WISDOMTREE TR 101,955 -41,816 $3,761
     DOL101,955-41,816$3,761
INVESCO EXCH TRD SLF IDX FD 174,667 -38,185 $3,663
     BSCL174,667-38,185$3,663
ISHARES TR (AGG) 30,643 +21,978 $3,536
     AGG30,643+21,978$3,536
INVESCO EXCH TRD SLF IDX FD 167,655 +167,655 $3,471
     BSCS167,655+167,655$3,471
ISHARES TR (IWD) 30,851 +30,851 $3,059
     IWD30,851+30,851$3,059
SCHWAB STRATEGIC TR 68,703 +2,301 $3,037
     SCHV68,703+2,301$3,037
INVESCO EXCH TRD SLF IDX FD 145,389 +145,389 $2,876
     BSCR145,389+145,389$2,876
INVESCO EXCH TRD SLF IDX FD 123,575 -1,119 $2,595
     BSCK123,575-1,119$2,595
SCHWAB STRATEGIC TR 42,783 +2 $2,586
     SCHB42,783+2$2,586
APPLE INC 9,849 +298 $2,506
     AAPL9,849+298$2,506
INVESCO EXCH TRD SLF IDX FD 88,882 -277,765 $1,973
     BSJL88,882-277,765$1,973
ISHARES TR (EFA) 34,335 +34,335 $1,837
     EFA34,335+34,335$1,837
SCHWAB STRATEGIC TR 22,867 +341 $1,821
     SCHG22,867+341$1,821
PEPSICO INC 14,971 -1,452 $1,798
     PEP14,971-1,452$1,798
ILLINOIS TOOL WKS INC 12,344 -6,318 $1,753
     ITW12,344-6,318$1,753
ISHARES TR (IWN) 20,440 -3,180 $1,678
     IWN20,440-3,180$1,678
RLI CORP 18,305 UNCH $1,610
     RLI18,305UNCH$1,610
WISDOMTREE TR 48,747 -13,389 $1,572
     DEM48,747-13,389$1,572
AT&T INC 51,670 +4,691 $1,505
     T51,670+4,691$1,505
WISDOMTREE TR 80,424 -19,632 $1,449
     DES80,424-19,632$1,449
ISHARES TR (IVW) 8,622 -7 $1,421
     IVW8,622-7$1,421
ISHARES TR (IWM) 10,670 +10,670 $1,221
     IWM10,670+10,670$1,221
MCDONALDS CORP 7,315 -142 $1,210
     MCD7,315-142$1,210
INVESCO QQQ TR 6,346 +6,346 $1,207
     QQQ6,346+6,346$1,207
ISHARES TR (IVV) 4,618 +530 $1,193
     IVV4,618+530$1,193
AMAZON COM INC 596 -181 $1,162
     AMZN596-181$1,162
PROCTER & GAMBLE CO 9,205 +36 $1,016
     PG9,205+36$1,016
ISHARES INC (IEMG) 24,959 +24,959 $1,010
     IEMG24,959+24,959$1,010
JOHNSON & JOHNSON 7,708 -43 $1,007
     JNJ7,708-43$1,007
ISHARES TR (IWR) 22,998 +22,998 $991
     IWR22,998+22,998$991
EMCOR GROUP INC 16,082 UNCH $986
     EME16,082UNCH$986
ORACLE CORP 19,637 +2,871 $949
     ORCL19,637+2,871$949
VERIZON COMMUNICATIONS INC 16,795 +578 $904
     VZ16,795+578$904
CBOE GLOBAL MARKETS INC 9,800 -200 $875
     CBOE9,800-200$875
ISHARES TR (IWO) 5,497 UNCH $870
     IWO5,497UNCH$870

See Full List: All Stocks Held By Private Vista LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Private Vista LLC

Size ($ in 1000's)
At 03/31/2020: $264,693
At 12/31/2019: $371,111

Private Vista LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Private Vista LLC 13F filings. Link to 13F filings: SEC filings

Private Vista LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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