$371 Million is the total value of Private Vista, LLC's 147 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PEAK | New | HEALTHPEAK PPTYS INC | $518,000 | – | 15,019 | +100.0% | 0.14% | – |
| CVS | New | CVS HEALTH CORP | $237,000 | – | 3,190 | +100.0% | 0.06% | – |
| TSLA | New | TESLA INC | $228,000 | – | 547 | +100.0% | 0.06% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $225,000 | – | 8,240 | +100.0% | 0.06% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $220,000 | – | 1,379 | +100.0% | 0.06% | – |
| CRM | New | SALESFORCE COM INC | $212,000 | – | 1,312 | +100.0% | 0.06% | – |
| OEF | New | ISHARES TRs&p 100 etf | $206,000 | – | 1,428 | +100.0% | 0.06% | – |
| MA | New | MASTERCARD INCcl a | $204,000 | – | 682 | +100.0% | 0.06% | – |
| AVGO | New | BROADCOM INC | $204,000 | – | 644 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE TR | 19 | Q2 2020 | 18.4% |
| WISDOMTREE TR | 19 | Q2 2020 | 12.4% |
| SPDR SER TR | 19 | Q2 2020 | 17.2% |
| WISDOMTREE TR | 19 | Q2 2020 | 6.7% |
| WISDOMTREE TR | 19 | Q2 2020 | 6.0% |
| BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2020 | 2.3% |
| AT&T INC | 19 | Q2 2020 | 0.6% |
| MCDONALDS CORP | 19 | Q2 2020 | 0.6% |
| ISHARES TR | 19 | Q2 2020 | 1.3% |
| PROCTER & GAMBLE CO | 19 | Q2 2020 | 0.4% |
View Private Vista, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Claymore Exchange-Traded Fund Trust | April 11, 2018 | 10 | 12.0% |
| Wisdom Tree Investments Inc | April 10, 2018 | 684,090 | 7.9% |
View Private Vista, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-07-31 |
| 13F-HR | 2020-05-04 |
| 13F-HR | 2020-01-31 |
| 13F-HR | 2019-10-22 |
| 13F-HR | 2019-07-19 |
| 13F-HR | 2019-05-08 |
| 13F-HR | 2019-01-29 |
| 13F-HR | 2018-11-13 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-06-06 |
View Private Vista, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.