Private Vista, LLC holdings history

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258 is the total number of securities Private Vista, LLC has owned. The longest Private Vista, LLC has owned a single stock is 19 quarters.

Private Vista, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DLN WISDOMTREE TR19193.87%9.57%18.42%Q4 2015Q2 202019
DOL WISDOMTREE TR19190.64%6.90%12.41%Q4 2015Q2 202019
SDY SPDR SER TR19191.55%6.85%17.23%Q4 2015Q2 202019
DES WISDOMTREE TR19190.21%2.58%6.67%Q4 2015Q2 202019
DEM WISDOMTREE TR19190.26%2.36%5.98%Q4 2015Q2 202019
BRKB BERKSHIRE HATHAWAY INC...19190.15%1.06%2.30%Q4 2015Q2 202019
T AT&T INC19190.24%0.37%0.57%Q4 2015Q2 202019
MCD MCDONALDS CORP19190.14%0.34%0.63%Q4 2015Q2 202019
AGG ISHARES TR19190.12%0.28%1.34%Q4 2015Q2 202019
PG PROCTER & GAMBLE CO19190.16%0.26%0.39%Q4 2015Q2 202019
XOM EXXON MOBIL CORP19190.15%0.25%0.39%Q4 2015Q2 202019
IBM INTERNATIONAL BUSINESS...19190.13%0.25%0.36%Q4 2015Q2 202019
WBA WALGREENS BOOTS ALLIAN...19190.13%0.24%0.45%Q4 2015Q2 202019
JNJ JOHNSON & JOHNSON19190.08%0.21%0.41%Q4 2015Q2 202019
ORCL ORACLE CORP19190.10%0.20%0.51%Q4 2015Q2 202019
VZ VERIZON COMMUNICATIONS...19190.11%0.19%0.34%Q4 2015Q2 202019
SBUX STARBUCKS CORP19190.06%0.14%0.32%Q4 2015Q2 202019
DLS WISDOMTREE TR18180.11%2.08%5.92%Q4 2015Q1 202018
SPY SPDR S&P 500 ETF TR1080.35%1.17%2.91%Q4 2015Q2 202018
IWF ISHARES TR1080.65%1.13%2.82%Q4 2015Q2 202018
ITW ILLINOIS TOOL WKS INC18180.06%0.36%0.90%Q1 2016Q2 202018
CME CME GROUP INC1080.14%0.32%0.55%Q4 2015Q2 202018
IVV ISHARES TR18180.14%0.25%0.69%Q1 2016Q2 202018
SYK STRYKER CORPORATION1440.14%0.22%0.43%Q4 2015Q2 202018
WMT WAL-MART STORES INC1440.09%0.14%0.25%Q4 2015Q2 202018
BAC BK OF AMERICA CORP1710.07%0.13%0.20%Q4 2015Q2 202018
MDY SPDR S&P MIDCAP 400 ET...990.08%0.12%0.19%Q4 2015Q2 202018
WM WASTE MGMT INC DEL1080.06%0.12%0.22%Q4 2015Q2 202018
DIS DISNEY WALT CO1430.05%0.11%0.26%Q1 2016Q2 202017
ABBV ABBVIE INC980.06%0.10%0.16%Q4 2015Q1 202017
CHRW C H ROBINSON WORLDWIDE...810.05%0.07%0.14%Q4 2015Q2 202017
HEFA ISHARES TR16161.57%11.08%16.49%Q3 2016Q2 202016
QAI INDEXIQ ETF TR821.20%6.54%17.96%Q4 2015Q2 202016
IWD ISHARES TR820.54%0.82%1.69%Q4 2015Q2 202016
EFA ISHARES TR820.34%0.67%1.98%Q4 2015Q2 202016
VFH VANGUARD WORLD FDS1420.19%0.27%0.43%Q2 2016Q2 202016
PFE PFIZER INC1420.07%0.12%0.22%Q1 2016Q2 202016
CMCSA COMCAST CORP NEW1060.07%0.10%0.13%Q2 2016Q2 202016
IJR ISHARES TR1050.43%9.99%15.39%Q3 2016Q2 202015
SCHV SCHWAB STRATEGIC TR1410.68%1.01%1.59%Q3 2016Q2 202015
MSFT MICROSOFT CORP15150.06%0.76%2.72%Q4 2016Q2 202015
IWM ISHARES TR810.25%0.38%0.71%Q4 2015Q1 202015
PEP PEPSICO INC1410.05%0.29%0.68%Q3 2016Q2 202015
SCHF SCHWAB STRATEGIC TR1410.10%0.14%0.22%Q3 2016Q2 202015
BXP BOSTON PROPERTIES INC830.08%0.11%0.16%Q4 2015Q4 201915
RWR SPDR SERIES TRUST1140.06%0.11%0.20%Q4 2015Q4 201915
SCHA SCHWAB STRATEGIC TR1410.06%0.08%0.12%Q3 2016Q2 202015
IWN ISHARES TR1010.63%1.17%1.72%Q3 2016Q2 202014
SCHB SCHWAB STRATEGIC TR1010.58%0.77%1.52%Q3 2016Q2 202014
SCHG SCHWAB STRATEGIC TR910.37%0.56%1.13%Q3 2016Q2 202014
EME EMCOR GROUP INC1010.26%0.37%0.60%Q3 2016Q2 202014
AMLP ALPS ETF TR1310.02%0.33%1.17%Q3 2016Q1 202014
CBOE CBOE HLDGS INC1040.06%0.26%0.51%Q4 2016Q2 202014
JPM JPMORGAN CHASE & CO1310.08%0.22%0.35%Q4 2015Q2 202014
EEM ISHARES TR610.06%0.19%0.52%Q4 2015Q2 202014
EWU ISHARES TR1310.06%0.07%0.10%Q4 2016Q2 202014
GRPN GROUPON INC950.00%0.01%0.02%Q3 2016Q1 202014
AAPL APPLE INC13130.10%0.47%1.00%Q2 2017Q2 202013
IEFA ISHARES TR13130.15%0.24%0.38%Q1 2017Q1 202013
CVX CHEVRON CORP NEW13130.07%0.23%0.37%Q2 2017Q2 202013
BA BOEING CO13130.06%0.15%0.27%Q2 2017Q2 202013
BP BP PLC1010.05%0.11%0.19%Q3 2016Q2 202013
JNK SPDR SERIES TRUST13130.07%0.09%0.13%Q4 2015Q4 201813
ULTA ULTA BEAUTY INC12121.56%3.28%5.71%Q3 2017Q2 202012
BRKA BERKSHIRE HATHAWAY INC...12120.25%0.44%0.65%Q3 2017Q2 202012
RLI RLI CORP12120.22%0.42%0.72%Q3 2017Q2 202012
AMZN AMAZON COM INC12120.11%0.34%0.62%Q3 2017Q2 202012
IWO ISHARES TR1020.20%0.28%0.52%Q2 2017Q2 202012
UTX UNITED TECHNOLOGIES CORP12120.05%0.12%0.19%Q2 2017Q1 202012
ABT ABBOTT LABS930.05%0.11%0.16%Q1 2017Q1 202012
FB FACEBOOK INC12120.06%0.10%0.14%Q3 2017Q2 202012
SCHE SCHWAB STRATEGIC TR1010.05%0.10%0.44%Q3 2016Q4 201912
CSX CSX CORP1020.06%0.10%0.17%Q2 2017Q2 202012
GLDD GREAT LAKES DREDGE & D...840.05%0.08%0.10%Q4 2015Q4 201812
FVD FIRST TR VALUE LINE DI...510.14%0.19%0.32%Q3 2016Q2 202011
WTFC WINTRUST FINL CORP810.08%0.10%0.13%Q2 2017Q2 202011
IEMG ISHARES INC610.08%0.25%0.38%Q1 2017Q1 202010
VEA VANGUARD TAX-MANAGED I...10100.06%0.22%0.75%Q1 2018Q2 202010
TYG TORTOISE ENERGY INFRA ...550.08%0.17%0.31%Q3 2016Q1 201910
MRK MERCK & CO. INC10100.11%0.16%0.24%Q1 2018Q2 202010
CSCO CISCO SYS INC10100.12%0.16%0.23%Q1 2018Q2 202010
GOOGL ALPHABET INC10100.13%0.16%0.22%Q1 2018Q2 202010
UNP UNION PACIFIC CORP10100.12%0.16%0.21%Q1 2018Q2 202010
GOOG ALPHABET INC10100.10%0.14%0.19%Q1 2018Q2 202010
VIG VANGUARD SPECIALIZED P...910.05%0.12%0.20%Q3 2017Q1 202010
HD HOME DEPOT INC10100.08%0.11%0.18%Q1 2018Q2 202010
UNH UNITEDHEALTH GROUP INC10100.07%0.09%0.12%Q1 2018Q2 202010
INTC INTEL CORP10100.06%0.09%0.16%Q1 2018Q2 202010
TTWO TAKE-TWO INTERACTIVE S...520.05%0.07%0.14%Q3 2017Q2 202010
WTR AQUA AMERICA INC10100.04%0.06%0.08%Q3 2017Q4 201910
GE GENERAL ELECTRIC CO10100.02%0.06%0.16%Q2 2017Q3 201910
PID POWERSHARES ETF TRUST812.59%6.49%10.23%Q4 2015Q1 20189
BSCL INVESCO EXCH TRD SLF I...991.22%3.25%7.20%Q2 2018Q2 20209
BSCN INVESCO EXCH TRD SLF I...991.74%2.59%5.14%Q2 2018Q2 20209
BSJK INVESCO EXCH TRD SLF I...990.31%2.48%3.33%Q2 2018Q2 20209
BSJL INVESCO EXCH TRD SLF I...990.74%1.70%2.48%Q2 2018Q2 20209
BSCK INVESCO EXCH TRD SLF I...990.56%0.71%0.98%Q2 2018Q2 20209
IWR ISHARES TR610.05%0.21%0.37%Q2 2017Q1 20209
FEN FIRST TR ENERGY INCOME...510.07%0.19%0.30%Q1 2017Q2 20209
NFRA FLEXSHARES TR990.06%0.15%0.24%Q1 2018Q1 20209
EPD ENTERPRISE PRODS PARTN...990.10%0.13%0.15%Q1 2018Q1 20209
SPGI S&P GLOBAL INC990.09%0.13%0.22%Q2 2018Q2 20209
EXC EXELON CORP990.09%0.11%0.12%Q1 2018Q1 20209
IQDF FLEXSHARES TR990.08%0.10%0.13%Q1 2018Q1 20209
V VISA INC990.07%0.10%0.13%Q1 2018Q1 20209
TMO THERMO FISHER SCIENTIF...990.07%0.10%0.14%Q1 2018Q1 20209
PM PHILIP MORRIS INTL INC990.05%0.08%0.11%Q1 2018Q1 20209
ETN EATON CORP PLC990.06%0.08%0.15%Q2 2018Q2 20209
MDT MEDTRONIC PLC990.06%0.08%0.09%Q1 2018Q1 20209
ACN ACCENTURE PLC IRELAND990.05%0.08%0.11%Q1 2018Q1 20209
ECL ECOLAB INC990.05%0.08%0.11%Q3 2017Q3 20199
LMT LOCKHEED MARTIN CORP990.05%0.07%0.10%Q1 2018Q1 20209
KO COCA COLA CO990.06%0.07%0.09%Q1 2018Q1 20209
BSCM INVESCO EXCH TRD SLF I...882.65%4.76%11.12%Q3 2018Q2 20208
GQRE FLEXSHARES TR880.13%0.17%0.20%Q1 2018Q4 20198
OKE ONEOK INC NEW880.08%0.11%0.13%Q1 2018Q4 20198
VO VANGUARD INDEX FDS880.09%0.10%0.13%Q1 2018Q4 20198
RICE RICE ENERGY INC880.06%0.09%0.12%Q4 2015Q3 20178
EMB ISHARES TR880.05%0.09%0.11%Q2 2018Q1 20208
NSC NORFOLK SOUTHERN CORP710.05%0.07%0.09%Q3 2017Q3 20198
CCI CROWN CASTLE INTL CORP...710.05%0.07%0.08%Q1 2018Q1 20208
XLE SELECT SECTOR SPDR TR880.05%0.06%0.07%Q1 2018Q4 20198
CLX CLOROX CO DEL880.05%0.06%0.10%Q2 2018Q1 20208
AXP AMERICAN EXPRESS CO880.05%0.06%0.08%Q1 2018Q4 20198
VYM VANGUARD WHITEHALL FDS...880.05%0.06%0.07%Q1 2018Q4 20198
PPIH PERMA PIPE INTL HLDGS INC880.02%0.03%0.03%Q1 2017Q4 20188
BSJJ CLAYMORE EXCHANGE TRD ...770.17%1.75%2.98%Q2 2016Q4 20177
BSCJ CLAYMORE EXCHANGE TRD ...770.29%1.56%2.22%Q2 2016Q4 20177
BSCI CLAYMORE EXCHANGE TRD ...770.33%1.04%1.44%Q2 2016Q4 20177
BSCK CLAYMORE EXCHANGE TRD ...770.34%0.82%1.10%Q2 2016Q4 20177
PID INVESCO EXCHANGE TRADE...520.31%0.79%1.61%Q2 2018Q2 20207
BSJI CLAYMORE EXCHANGE TRD ...770.17%0.52%1.14%Q2 2016Q4 20177
IVW ISHARES TR770.39%0.50%0.86%Q4 2018Q2 20207
IJS ISHARES TR770.20%0.25%0.28%Q4 2018Q2 20207
VWO VANGUARD INTL EQUITY I...520.06%0.13%0.47%Q1 2018Q2 20207
MUB ISHARES TR770.08%0.11%0.20%Q4 2018Q2 20207
VHT VANGUARD WORLD FDS770.08%0.09%0.10%Q1 2018Q3 20197
BABA ALIBABA GROUP HLDG LTD520.07%0.09%0.12%Q1 2018Q2 20207
HCP HCP INC770.05%0.08%0.14%Q1 2018Q3 20197
MMM 3M CO770.05%0.07%0.10%Q1 2018Q3 20197
GRUB GRUBHUB INC610.05%0.07%0.11%Q3 2017Q2 20197
IHI ISHARES TR610.04%0.06%0.11%Q3 2018Q2 20207
GOLD BARRICK GOLD CORPORATION430.02%0.04%0.05%Q1 2018Q4 20197
BSCP INVESCO EXCH TRD SLF I...665.03%7.93%12.06%Q1 2019Q2 20206
BSCL CLAYMORE EXCHANGE TRD ...663.60%6.52%9.68%Q3 2016Q4 20176
BSCM CLAYMORE EXCHANGE TRD ...663.58%6.45%10.66%Q3 2016Q4 20176
BSCO INVESCO EXCH TRD SLF I...664.34%5.94%7.34%Q1 2019Q2 20206
BSJJ INVESCO EXCH TRD SLF I...661.57%1.81%2.07%Q2 2018Q3 20196
BSJK CLAYMORE EXCHANGE TRD ...660.27%1.46%2.75%Q3 2016Q4 20176
BSCJ INVESCO EXCH TRD SLF I...660.49%1.02%1.66%Q2 2018Q3 20196
ERI ELDORADO RESORTS INC420.39%0.67%0.86%Q2 2017Q4 20186
BSCH CLAYMORE EXCHANGE TRD ...660.33%0.66%1.11%Q2 2016Q3 20176
ISLE ISLE OF CAPRI CASINOS INC660.22%0.56%0.84%Q4 2015Q1 20176
WPC WP CAREY INC420.22%0.27%0.32%Q4 2018Q2 20206
IYR ISHARES TR660.10%0.24%0.29%Q4 2018Q1 20206
BKLN INVESCO EXCHNG TRADED ...660.13%0.17%0.20%Q4 2018Q1 20206
VB VANGUARD INDEX FDS660.11%0.12%0.13%Q1 2018Q2 20196
MO ALTRIA GROUP INC660.05%0.07%0.10%Q1 2018Q2 20196
BAX BAXTER INTL INC660.05%0.07%0.11%Q1 2019Q2 20206
QQQ INVESCO QQQ TR210.26%0.31%0.46%Q2 2018Q1 20205
JPIN JP MORGAN EXCHANGE TRA...550.17%0.21%0.26%Q3 2017Q3 20185
RWO SPDR INDEX SHS FDS410.07%0.19%0.28%Q3 2017Q4 20185
YUM YUM BRANDS INC550.07%0.14%0.20%Q2 2019Q2 20205
JNK SPDR SER TR550.08%0.11%0.12%Q2 2019Q2 20205
TDTT FLEXSHARES TR550.09%0.10%0.11%Q4 2018Q4 20195
IQDE FLEXSHARES TR550.07%0.08%0.09%Q4 2018Q4 20195
FSK FS INVT CORP550.02%0.07%0.18%Q3 2017Q3 20185
BCE BCE INC410.05%0.06%0.08%Q1 2018Q1 20205
TEL TE CONNECTIVITY LTD550.05%0.06%0.09%Q1 2018Q1 20195
TIP ISHARES TR310.04%0.06%0.08%Q3 2017Q1 20205
DUK DUKE ENERGY CORP NEW550.05%0.05%0.06%Q4 2018Q4 20195
MFRI MFRI INC550.02%0.03%0.04%Q4 2015Q4 20165
RVT ROYCE VALUE TR INC440.08%0.09%0.10%Q2 2019Q1 20204
AEE AMEREN CORP440.06%0.08%0.11%Q3 2019Q2 20204
FITB FIFTH THIRD BANCORP440.06%0.07%0.08%Q2 2019Q1 20204
DHR DANAHER CORPORATION440.06%0.07%0.08%Q2 2019Q1 20204
CHD CHURCH & DWIGHT INC440.06%0.07%0.09%Q3 2017Q2 20184
IWP ISHARES TR440.06%0.06%0.06%Q1 2019Q4 20194
OXY OCCIDENTAL PETE CORP DEL310.05%0.06%0.07%Q1 2018Q1 20194
EQT EQT CORP440.04%0.06%0.08%Q4 2017Q3 20184
LOW LOWES COS INC210.04%0.05%0.06%Q3 2018Q4 20194
AVGO BROADCOM INC210.04%0.05%0.06%Q2 2018Q4 20194
WFTIQ WEATHERFORD INTL PLC440.00%0.01%0.01%Q1 2018Q4 20184
BSJH CLAYMORE EXCHANGE TRD ...210.07%0.27%0.61%Q3 2016Q2 20173
PEAK HEALTHPEAK PROPERTIES INC330.14%0.16%0.19%Q4 2019Q2 20203
CB CHUBB LIMITED330.09%0.11%0.13%Q1 2016Q3 20163
NEE NEXTERA ENERGY INC330.06%0.09%0.12%Q3 2019Q1 20203
BND VANGUARD BD INDEX FDS330.06%0.08%0.11%Q3 2019Q1 20203
MDC M D C HLDGS INC210.06%0.07%0.10%Q3 2019Q2 20203
CWI SPDR INDEX SHS FDS330.06%0.07%0.09%Q3 2017Q1 20183
LDP COHEN & STEERS LTD DUR...330.07%0.07%0.08%Q2 2019Q4 20193
VNQ VANGUARD INDEX FDS330.04%0.06%0.10%Q1 2018Q3 20183
C CITIGROUP INC330.04%0.05%0.07%Q1 2018Q3 20183
XCO EXCO RESOURCES INC330.00%0.00%0.00%Q3 2016Q1 20173
BSCS INVESCO EXCH TRD SLF I...221.31%1.49%1.66%Q1 2020Q2 20202
BSCN CLAYMORE EXCHANGE TRD ...220.76%1.46%2.17%Q3 2017Q4 20172
BSCR INVESCO EXCH TRD SLF I...221.09%1.25%1.42%Q1 2020Q2 20202
VOO VANGUARD INDEX FDS110.28%1.19%2.10%Q4 2015Q2 20202
BSCI INVESCO EXCH TRD SLF I...221.02%1.16%1.30%Q2 2018Q3 20182
BSJL CLAYMORE EXCHANGE TRD ...220.48%0.92%1.36%Q3 2017Q4 20172
VV VANGUARD INDEX FDS220.22%0.28%0.34%Q1 2020Q2 20202
QQQ POWERSHARES QQQ TRUST110.19%0.25%0.31%Q3 2017Q1 20182
BSJI INVESCO EXCH TRD SLF I...220.21%0.23%0.24%Q2 2018Q3 20182
VTI VANGUARD INDEX FDS220.15%0.17%0.18%Q1 2020Q2 20202
DVA DAVITA INC220.08%0.11%0.15%Q2 2017Q3 20172
WTRG ESSENTIAL UTILS INC220.08%0.09%0.11%Q1 2020Q2 20202
TSLA TESLA INC110.06%0.08%0.11%Q4 2019Q2 20202
GILD GILEAD SCIENCES INC110.08%0.08%0.08%Q3 2019Q1 20202
OEF ISHARES TR110.06%0.08%0.10%Q4 2019Q2 20202
IAU ISHARES GOLD TRUST220.06%0.07%0.09%Q1 2020Q2 20202
ALL ALLSTATE CORP220.06%0.07%0.07%Q3 2019Q4 20192
GSK GLAXOSMITHKLINE PLC220.06%0.06%0.06%Q3 2019Q4 20192
KMB KIMBERLY CLARK CORP220.05%0.06%0.06%Q1 2019Q2 20192
CM CDN IMPERIAL BK COMM T...220.06%0.06%0.06%Q3 2019Q4 20192
PWV INVESCO EXCHANGE TRADE...220.05%0.06%0.06%Q3 2019Q4 20192
VOD VODAFONE GROUP PLC NEW220.05%0.06%0.06%Q1 2018Q2 20182
XCUR EXICURE INC220.01%0.03%0.04%Q1 2020Q2 20202
CRMD CORMEDIX INC220.01%0.02%0.03%Q1 2020Q2 20202
VVR INVESCO SR INCOME TR220.01%0.01%0.01%Q2 2017Q3 20172
LYG LLOYDS BANKING GROUP PLC220.01%0.01%0.01%Q1 2018Q2 20182
EZCORP INC220.00%0.01%0.01%Q1 2018Q2 20182
AMRS AMYRIS INC110.00%0.00%0.01%Q3 2016Q1 20172
PROSPECT CAPITAL CORPO...220.00%0.00%0.00%Q1 2018Q2 20182
FLUIDIGM CORP DEL220.00%0.00%0.00%Q1 2018Q2 20182
PHG KONINKLIJKE PHILIPS N V110.51%0.51%0.51%Q2 2020Q2 20201
VIOO VANGUARD ADMIRAL FDS INC110.39%0.39%0.39%Q2 2020Q2 20201
DJP BARCLAYS BK PLC110.25%0.25%0.25%Q4 2015Q4 20151
TXN TEXAS INSTRS INC110.22%0.22%0.22%Q2 2020Q2 20201
ARKK ARK ETF TR110.14%0.14%0.14%Q2 2020Q2 20201
XLK SELECT SECTOR SPDR TR110.14%0.14%0.14%Q2 2020Q2 20201
AOM ISHARES TR110.12%0.12%0.12%Q4 2018Q4 20181
FSKR FS KKR CAP CORP II110.11%0.11%0.11%Q2 2020Q2 20201
RTX RAYTHEON TECHNOLOGIES ...110.10%0.10%0.10%Q2 2020Q2 20201
VCSH VANGUARD SCOTTSDALE FDS110.09%0.09%0.09%Q2 2019Q2 20191
AOR ISHARES TR110.07%0.07%0.07%Q4 2018Q4 20181
F FORD MTR CO DEL110.07%0.07%0.07%Q2 2020Q2 20201
TWTR TWITTER INC110.07%0.07%0.07%Q2 2018Q2 20181
PYPL PAYPAL HLDGS INC110.06%0.06%0.06%Q3 2019Q3 20191
CVS CVS HEALTH CORP110.06%0.06%0.06%Q4 2019Q4 20191
EWU ISHARES TR110.06%0.06%0.06%Q3 2016Q3 20161
TTE TOTAL S A110.06%0.06%0.06%Q1 2018Q1 20181
IJK ISHARES TR110.06%0.06%0.06%Q3 2016Q3 20161
TGT TARGET CORP110.06%0.06%0.06%Q3 2017Q3 20171
PB PROSPERITY BANCSHARES INC110.06%0.06%0.06%Q1 2018Q1 20181
PWV POWERSHARES ETF TRUST110.06%0.06%0.06%Q4 2017Q4 20171
GRES INDEXIQ ETF TR110.06%0.06%0.06%Q4 2017Q4 20171
PNC PNC FINL SVCS GROUP INC110.06%0.06%0.06%Q4 2019Q4 20191
CRM SALESFORCE COM INC110.06%0.06%0.06%Q4 2019Q4 20191
MA MASTERCARD INC110.06%0.06%0.06%Q4 2019Q4 20191
BDJ BLACKROCK ENHANCED EQT...110.05%0.05%0.05%Q4 2015Q4 20151
COST COSTCO WHSL CORP NEW110.05%0.05%0.05%Q3 2019Q3 20191
SHV ISHARES TR110.05%0.05%0.05%Q1 2019Q1 20191
XLV SELECT SECTOR SPDR TR110.05%0.05%0.05%Q1 2019Q1 20191
BSJN INVESCO EXCH TRD SLF I...110.05%0.05%0.05%Q2 2018Q2 20181
AFL AFLAC INC110.05%0.05%0.05%Q3 2017Q3 20171
FCFP FIRST CMNTY FINL PARTN...110.04%0.04%0.04%Q2 2017Q2 20171
MYD BLACKROCK MUNIYIELD FD...110.04%0.04%0.04%Q2 2017Q2 20171
TDW TIDEWATER INC110.00%0.00%0.00%Q2 2017Q2 20171
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The securities at the top of the list , including WISDOMTREE TR, WISDOMTREE TR, and SPDR SER TR, are the highest-conviction holdings of Private Vista, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Private Vista, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Private Vista, LLC owns currently or has owned in the past.