All Stocks Held By Vista Private Wealth Partners. LLC

As of 12/31/2023, we find all stocks held by Vista Private Wealth Partners. LLC to be as follows, presented in the table below with each row detailing each Vista Private Wealth Partners. LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Vista Private Wealth Partners. LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Vista Private Wealth Partners. LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
SELECT SECTOR HEALTH CARE SPDR ETF (XLV)	300,436	+300,436	$40,973
XLV	300,436	+300,436	$40,973
ISHARES CORE US VALUE ETF (IUSV)	401,889	+359,378	$33,891
IUSV	401,889	+359,378	$33,891
SCHWAB US LARGE CAP ETF (SCHX)	395,452	+197,565	$22,303
SCHX	395,452	+197,565	$22,303
SCHWAB INTERNATIONAL EQUITY ETF (SCHF)	508,630	+130,281	$18,497
SCHF	508,630	+130,281	$18,497
SCHWAB US LARGE CAP VALUE ETF (SCHG)	197,726	-45,722	$16,403
SCHG	197,726	-45,722	$16,403
CHARLES SCHWAB US MC ETF (SCHM)	209,736	+37,542	$15,371
SCHM	209,736	+37,542	$15,371
SCHWAB US DIVIDEND EQUITY ETF (SCHD)	159,452	-4,671	$12,163
SCHD	159,452	-4,671	$12,163
SPDR DOUBLELINE TTL RTRNTTCL ETF (TOTL)	300,436	+202,384	$12,022
TOTL	300,436	+202,384	$12,022
ISHARES CORE US AGGREGATE BOND ETF (AGG)	96,453	+2,103	$9,494
AGG	96,453	+2,103	$9,494
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT)	106,718	+4,170	$8,866
MOAT	106,718	+4,170	$8,866
VANECK MORNINGSTAR SMID MOAT ETF (SMOT)	274,621	+9,332	$8,365
SMOT	274,621	+9,332	$8,365
VANGUARD VALUE ETF (VTV)	54,630	+4,378	$8,172
VTV	54,630	+4,378	$8,172
SCHWAB US SMALL CAP ETF (SCHA)	177,901	+3,752	$8,130
SCHA	177,901	+3,752	$8,130
VANGUARD TOTAL INTERNTL STOCK ETF IV (VTI)	32,467	+5,790	$7,702
VTI	32,467	+5,790	$7,702
PIMCO ACTIVE BOND ETF (BOND)	76,589	-7,658	$7,026
BOND	76,589	-7,658	$7,026
SCHWAB EMERGING MARKETS EQUITY ETF (SCHE)	127,225	+18,890	$3,154
SCHE	127,225	+18,890	$3,154
VANECK FALN ANGL HY BND ETF IV (ANGL)	93,742	+61,036	$2,674
ANGL	93,742	+61,036	$2,674
VANGUARD HIGH DIVIDEND YIELD ETF (VIGI)	31,849	+4,522	$2,527
VIGI	31,849	+4,522	$2,527
ISHARES RUSSELL MID CAP ETF (IWR)	31,730	-2,339	$2,411
IWR	31,730	-2,339	$2,411
ISHARES TOTAL USD BOND MARKET ETF (USBF)	27,741	+27,741	$2,363
USBF	27,741	+27,741	$2,363
ISHARES CORE MSCI EAFE ETF (IEFA)	32,503	-2,396	$2,249
IEFA	32,503	-2,396	$2,249
ISHARES MSCI EAFE ETF (EFA)	28,932	-896	$2,145
EFA	28,932	-896	$2,145
VANGUARD SMALL CAP ETF IV (VB)	10,240	-789	$2,116
VB	10,240	-789	$2,116
FLEXSHARES UPSTREAM NATURAL IDX ETF (GUNR)	47,067	-27,629	$1,913
GUNR	47,067	-27,629	$1,913
ISHARES CORE S&P 500 ETF (IVV)	4,054	+448	$1,907
IVV	4,054	+448	$1,907
ISHS MSCI INTL QUALITY FACT ETF (IQLT)	50,424	+133	$1,857
IQLT	50,424	+133	$1,857
VANGUARD INTERMEDIATE TERM BOND ETF (BIV)	24,255	+905	$1,838
BIV	24,255	+905	$1,838
VANGUARD MUNI BND TAX EXEMPT ETF (VTEB)	36,070	-8,310	$1,836
VTEB	36,070	-8,310	$1,836
SCHWAB SHORT TERM US TREASURY ETF (SCHO)	33,861	-63,386	$1,638
SCHO	33,861	-63,386	$1,638
JPMORGN HEDGD EQTY LAD OVRLY ETF	26,217	+26,217	$1,380
COM	26,217	+26,217	$1,380
SCHWAB FUNDAMENTAL INL LARGE COM ETF (FNDF)	41,370	-8,504	$1,379
FNDF	41,370	-8,504	$1,379
ISHARES CORE MSCI PACIFIC ETF (IPAC)	20,724	+20,724	$1,212
IPAC	20,724	+20,724	$1,212
SALESFORCE INC	4,716	+162	$1,187
CRM	4,716	+162	$1,187
ISHARES IBONDS TERM TREASURY ETF (GOVT)	47,883	+47,883	$1,103
GOVT	47,883	+47,883	$1,103
ORACLE CORP	9,840	-272	$1,012
ORCL	9,840	-272	$1,012
MICROSOFT CORP	2,638	+156	$972
MSFT	2,638	+156	$972
ISHARES NATIONAL MUNI BOND ETF (MUB)	8,736	-812	$945
MUB	8,736	-812	$945
APPLE INC	4,960	+514	$903
AAPL	4,960	+514	$903
ISHARES CORE US GROWTH ETF (IUSG)	8,908	-687	$902
IUSG	8,908	-687	$902
ISHARES RUSSELL 1000 ETF (IWB)	3,429	-336	$885
IWB	3,429	-336	$885
ISHARES CORE S&P SMALL CAP ETF (IJR)	8,414	+442	$883
IJR	8,414	+442	$883
BERKSHIRE HATHAWAY CLASS B			$861
CL B NEW	2,366	+2,366	$861
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)	16,327	+541	$769
VEA	16,327	+541	$769
ISHARES RUSSELL 2000 ETF (IWM)	3,715	+915	$722
IWM	3,715	+915	$722
SCHWAB INTERNATNAL SMALLCAP EQY ETF (SCHC)	20,840	+5,685	$710
SCHC	20,840	+5,685	$710
ANTERO MIDSTREAM CORP	56,257	UNCH	$695
AM	56,257	UNCH	$695
SCHWAB US BROAD MARKET ETF (SCHB)	11,820	-398	$646
SCHB	11,820	-398	$646
COMCAST CORP CLASS A	14,811	+14,811	$632
CMCSA	14,811	+14,811	$632
VANGUARD ESG US STOCK ETF (ESGV)	7,354	+55	$613
ESGV	7,354	+55	$613
NVIDIA CORP	1,140	-153	$549
NVDA	1,140	-153	$549
VANGUARD S&P 500 ETF (VOO)	1,113	+463	$479
VOO	1,113	+463	$479
ANTERO RESOURCES COR	19,129	UNCH	$431
AR	19,129	UNCH	$431
ISHARES 10 20 YEAR TREASURY BOND ETF (TLH)	3,999	+81	$427
TLH	3,999	+81	$427
TESLA INC	1,752	-43	$420
TSLA	1,752	-43	$420
ISHARES S&P MID CAP 400 GRWTH ETF (IJK)	5,365	-284	$412
IJK	5,365	-284	$412
ISHARES MSCI USA MIN VOLFCTR ETF (USMV)	5,197	-223	$406
USMV	5,197	-223	$406
AMAZON.COM INC	2,694	-657	$392
AMZN	2,694	-657	$392
SCHWAB US TIPS ETF (SCHP)	7,485	+233	$389
SCHP	7,485	+233	$389
SPDR S&P 400 MID CAP GROWTH ETF (MDYG)	4,976	-26,769	$366
MDYG	4,976	-26,769	$366
VANGUARD GROWTH ETF (VUG)	1,210	+103	$365
VUG	1,210	+103	$365
VANGUARD ESG INTERNATNL STOCK ETF (VSGX)	6,646	+124	$361
VSGX	6,646	+124	$361
VANGUARD LARGE CAP ETF (VV)	1,674	+1,674	$360
VV	1,674	+1,674	$360
CHARLES SCHWAB CORP	4,982	+36	$334
SCHW	4,982	+36	$334
ISHARES CORE MSCI EMERGING ETF (EEMV)	5,757	+5,757	$320
EEMV	5,757	+5,757	$320
VANGUARD DIVIDEND APPRECIATION ETF (VIG)	1,864	UNCH	$315
VIG	1,864	UNCH	$315
JPMORGAN CHASE & CO	1,803	-292	$310
JPM	1,803	-292	$310
AMGEN INC.	933	-105	$284
AMGN	933	-105	$284
TEXAS INSTRUMENTS	1,638	+5	$271
TXN	1,638	+5	$271
VANGUARD INFORMATION TECHNOLOGY ETF (VGT)	584	+44	$270
VGT	584	+44	$270
ALPHABET INC. CLASS C	1,906	-408	$264
GOOG	1,906	-408	$264
VANGUARD FTSE ALL WORLD EX US ETF (VEU)	4,739	-1,056	$262
VEU	4,739	-1,056	$262
FEDEX CORP	1,048	+1,048	$258
FDX	1,048	+1,048	$258
ISHARES S&P 500 VALUE ETF (IVE)	1,430	+15	$248
IVE	1,430	+15	$248
WALT DISNEY CO	2,614	+9	$237
DIS	2,614	+9	$237
META PLATFORMS INC CLASS A	638	+638	$221
META	638	+638	$221
EXXON MOBIL CORP	2,079	-294	$212
XOM	2,079	-294	$212
KINDER MORGAN INC	11,744	+11,744	$210
KMI	11,744	+11,744	$210
NIKE INC CLASS B	2,013	+2,013	$206
NKE	2,013	+2,013	$206
NUVEEN MUNICIPAL CREDIT	12,611	+161	$151
NZF	12,611	+161	$151
ISHARES ESG AWARE US AGGRGT BND ETF (SUSC)	6,171	+6,171	$144
SUSC	6,171	+6,171	$144
NATURAL HEALTH TREND	24,330	UNCH	$143
NHTC	24,330	UNCH	$143
REDWIRE CORP	20,000	+20,000	$60
RDW	20,000	+20,000	$60
AMBEV S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS	16,702	+363	$46
ABEV	16,702	+363	$46
BLACKSKY TECHNOLOGY INC	25,984	UNCH	$35
BKSY	25,984	UNCH	$35
TILRAY BRANDS INC	1,050	-9,000	$2
TLRY	1,050	-9,000	$2
ALIBABA GROUP HLDG LTD			$0 (exited)
BABA	0	-2,575	$0
BERKSHIRE HATHAWAY INC DEL			$0 (exited)
BRK.B	0	-2,119	$0
INVESCO EXCH TRD SLF IDX FD			$0 (exited)
BSJO	0	-71,861	$0
INVESCO EXCH TRD SLF IDX FD			$0 (exited)
BSJP	0	-264,710	$0
FIRST TR EXCHNG TRADED FD VI			$0 (exited)
BUFR	0	-249,416	$0
SPDR SER TR			$0 (exited)
BWZ	0	-31,540	$0
ISHARES TR			$0 (exited)
EAGG	0	-5,958	$0
EL PASO ENERGY CAP TR I			$0 (exited)
EP.PRC	0	-15,580	$0
FIDELITY MERRIMACK STR TR			$0 (exited)
FBND	0	-42,840	$0
SPDR SER TR			$0 (exited)
IBND	0	-25,628	$0
ISHARES TR			$0 (exited)
IBTD	0	-318,156	$0
ISHARES TR			$0 (exited)
IBTE	0	-321,744	$0
ISHARES TR			$0 (exited)
IBTF	0	-202,994	$0
ISHARES TR			$0 (exited)
IBTG	0	-154,326	$0
ISHARES TR			$0 (exited)
IBTH	0	-82,178	$0
ISHARES INC			$0 (exited)
IEMG	0	-15,765	$0
ISHARES TR			$0 (exited)
IUSB	0	-27,302	$0
INNOVATOR ETFS TR			$0 (exited)
KJAN	0	-20,619	$0
BLACKROCK MUNIVEST FD INC			$0 (exited)
MVF	0	-21,400	$0
INVESCO QQQ TR			$0 (exited)
QQQ	0	-2,995	$0
SCHWAB STRATEGIC TR			$0 (exited)
SCHV	0	-217,103	$0
ISHARES TR			$0 (exited)
SCZ	0	-6,145	$0
VANGUARD WORLD FDS			$0 (exited)
VHT	0	-4,419	$0
VANGUARD STAR FDS			$0 (exited)
VXUS	0	-4,649	$0
WISDOMTREE TR			$0 (exited)
XSOE	0	-34,323	$0
FIRST TR EXCHNG TRADED FD VI	0	-162,805	$0 (exited)
YDEC	0	-162,805	$0

See Summary: Vista Private Wealth Partners. LLC Top Holdings
See Details: Top 10 Stocks Held By Vista Private Wealth Partners. LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
XLV	+300,436	+$40,973
USBF	+27,741	+$2,363
JPMORGN HEDGD EQTY LAD OVRLY ETF	+26,217	+$1,380
IPAC	+20,724	+$1,212
GOVT	+47,883	+$1,103
BRK.B	+2,366	+$861
CMCSA	+14,811	+$632
VV	+1,674	+$360
EEMV	+5,757	+$320
FDX	+1,048	+$258

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
SCHV	-217,103	-$13,817
IBTD	-318,156	-$7,863
IBTE	-321,744	-$7,645
BUFR	-249,416	-$6,091
BSJP	-264,710	-$5,939
IBTF	-202,994	-$4,667
IBTG	-154,326	-$3,451
YDEC	-162,805	-$3,365
FBND	-42,840	-$1,854
IBTH	-82,178	-$1,784

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IUSV	+359,378	+$30,749
TOTL	+202,384	+$8,270
SCHX	+197,565	+$12,334
SCHF	+130,281	+$5,845
ANGL	+61,036	+$1,798
SCHM	+37,542	+$3,870
SCHE	+18,890	+$573
SMOT	+9,332	+$904
VTI	+5,790	+$2,063
SCHC	+5,685	+$231

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SCHO	-63,386	-$3,000
SCHG	-45,722	-$1,366
GUNR	-27,629	-$1,043
MDYG	-26,769	-$1,801
TLRY	-9,000	-$21
FNDF	-8,504	-$176
VTEB	-8,310	-$282
BOND	-7,658	-$318
SCHD	-4,671	+$667

Vista Private Wealth Partners. LLC Info

Size ($ in 1000's)
At 12/31/2023: $288,577
At 09/30/2023: $238,969

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

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