$265 Million is the total value of Private Vista, LLC's 137 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 36.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HEFA | Sell | ISHARES TRhdg msci eafe | $40,510,000 | -23.9% | 1,673,180 | -4.1% | 15.30% | +6.7% |
| BSCP | Sell | INVESCO EXCH TRD SLF IDX FD | $22,985,000 | -24.1% | 1,117,657 | -20.8% | 8.68% | +6.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $22,542,000 | -60.5% | 401,768 | -41.0% | 8.52% | -44.7% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $11,487,000 | -57.4% | 556,605 | -55.6% | 4.34% | -40.2% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $11,052,000 | -34.6% | 136,585 | -14.4% | 4.18% | -8.3% |
| ULTA | Buy | ULTA BEAUTY INC | $10,213,000 | -30.5% | 58,124 | +0.1% | 3.86% | -2.6% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $7,393,000 | -24.7% | 349,398 | -23.5% | 2.79% | +5.6% |
| BSJK | Sell | INVESCO EXCH TRD SLF IDX FD | $6,346,000 | -40.4% | 276,184 | -37.8% | 2.40% | -16.5% |
| SDY | Sell | SPDR SER TRs&p divid etf | $5,698,000 | -33.3% | 71,358 | -10.1% | 2.15% | -6.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,391,000 | -9.2% | 20,928 | +13.4% | 2.04% | +27.2% |
| MSFT | Buy | MICROSOFT CORP | $5,226,000 | +21.7% | 33,144 | +21.7% | 1.97% | +70.6% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $4,703,000 | -27.1% | 227,125 | -25.0% | 1.78% | +2.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $4,610,000 | -15.9% | 30,599 | -1.8% | 1.74% | +17.9% |
| QAI | New | INDEXIQ ETF TRhedge mlti etf | $3,998,000 | – | 140,482 | +100.0% | 1.51% | – |
| DOL | Sell | WISDOMTREE TRintl lrgcap dv | $3,761,000 | -46.6% | 101,955 | -29.1% | 1.42% | -25.1% |
| BSCL | Sell | INVESCO EXCH TRD SLF IDX FD | $3,663,000 | -18.9% | 174,667 | -17.9% | 1.38% | +13.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $3,567,000 | -26.3% | 19,505 | -8.8% | 1.35% | +3.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $3,536,000 | +263.4% | 30,643 | +253.6% | 1.34% | +409.9% |
| BSCS | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $3,471,000 | – | 167,655 | +100.0% | 1.31% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $3,059,000 | – | 30,851 | +100.0% | 1.16% | – |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $3,037,000 | -24.0% | 68,703 | +3.5% | 1.15% | +6.6% |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $2,876,000 | – | 145,389 | +100.0% | 1.09% | – |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $2,595,000 | -2.3% | 123,575 | -0.9% | 0.98% | +36.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $2,586,000 | -21.4% | 42,783 | +0.0% | 0.98% | +10.3% |
| AAPL | Buy | APPLE INC | $2,506,000 | -10.6% | 9,849 | +3.1% | 0.95% | +25.4% |
| BSJL | Sell | INVESCO EXCH TRD SLF IDX FD | $1,973,000 | -78.2% | 88,882 | -75.8% | 0.74% | -69.5% |
| EFA | New | ISHARES TRmsci eafe etf | $1,837,000 | – | 34,335 | +100.0% | 0.69% | – |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $1,821,000 | -13.0% | 22,867 | +1.5% | 0.69% | +22.0% |
| PEP | Sell | PEPSICO INC | $1,798,000 | -19.9% | 14,971 | -8.8% | 0.68% | +12.2% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,753,000 | -47.7% | 12,344 | -33.9% | 0.66% | -26.8% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,678,000 | -44.9% | 20,440 | -13.5% | 0.63% | -22.7% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $1,658,000 | -17.3% | 5,938 | -1.9% | 0.63% | +15.7% |
| RLI | RLI CORP | $1,610,000 | -2.3% | 18,305 | 0.0% | 0.61% | +36.9% | |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $1,572,000 | -44.7% | 48,747 | -21.5% | 0.59% | -22.5% |
| T | Buy | AT&T INC | $1,505,000 | -18.1% | 51,670 | +10.0% | 0.57% | +14.9% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $1,449,000 | -49.5% | 80,424 | -19.6% | 0.55% | -29.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $1,421,000 | -15.0% | 8,622 | -0.1% | 0.54% | +19.1% |
| IWM | New | ISHARES TRrussell 2000 etf | $1,221,000 | – | 10,670 | +100.0% | 0.46% | – |
| MCD | Sell | MCDONALDS CORP | $1,210,000 | -18.0% | 7,315 | -1.9% | 0.46% | +15.1% |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $1,207,000 | – | 6,346 | +100.0% | 0.46% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,193,000 | -9.8% | 4,618 | +13.0% | 0.45% | +26.7% |
| AMZN | Sell | AMAZON COM INC | $1,162,000 | -19.0% | 596 | -23.3% | 0.44% | +13.7% |
| PG | Buy | PROCTER & GAMBLE CO | $1,016,000 | -11.3% | 9,205 | +0.4% | 0.38% | +24.3% |
| IEMG | New | ISHARES INCcore msci emkt | $1,010,000 | – | 24,959 | +100.0% | 0.38% | – |
| JNJ | Sell | JOHNSON & JOHNSON | $1,007,000 | -11.1% | 7,708 | -0.6% | 0.38% | +24.6% |
| IWR | New | ISHARES TRrus mid cap etf | $991,000 | – | 22,998 | +100.0% | 0.37% | – |
| EME | EMCOR GROUP INC | $986,000 | -29.0% | 16,082 | 0.0% | 0.37% | -0.3% | |
| ORCL | Buy | ORACLE CORP | $949,000 | +6.9% | 19,637 | +17.1% | 0.36% | +50.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $904,000 | -9.1% | 16,795 | +3.6% | 0.34% | +27.6% |
| CBOE | Sell | CBOE GLOBAL MARKETS INC | $875,000 | -27.1% | 9,800 | -2.0% | 0.33% | +2.5% |
| IWO | ISHARES TRrus 2000 grw etf | $870,000 | -26.2% | 5,497 | 0.0% | 0.33% | +3.5% | |
| JPM | Buy | JPMORGAN CHASE & CO | $863,000 | -33.2% | 9,606 | +3.4% | 0.33% | -6.3% |
| PID | New | INVESCO EXCHANGE TRADED FD Tintl divi achi | $843,000 | – | 74,188 | +100.0% | 0.32% | – |
| IEFA | Buy | ISHARES TRcore msci eafe | $819,000 | -11.9% | 16,434 | +15.4% | 0.31% | +23.1% |
| SYK | Buy | STRYKER CORP | $804,000 | -20.9% | 4,842 | +0.1% | 0.30% | +10.9% |
| VFH | VANGUARD WORLD FDSfinancials etf | $780,000 | -33.5% | 15,376 | 0.0% | 0.30% | -6.6% | |
| SBUX | Buy | STARBUCKS CORP | $733,000 | +4.6% | 11,169 | +40.2% | 0.28% | +46.6% |
| IYR | Sell | ISHARES TRu.s. real es etf | $709,000 | -33.9% | 10,174 | -11.6% | 0.27% | -7.3% |
| WPC | New | WP CAREY INC | $707,000 | – | 12,169 | +100.0% | 0.27% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $707,000 | – | 20,744 | +100.0% | 0.27% | – |
| NFRA | FLEXSHARES TRstoxx globr inf | $633,000 | -20.0% | 14,673 | 0.0% | 0.24% | +12.2% | |
| MRK | Buy | MERCK & CO. INC | $628,000 | -12.8% | 8,167 | +3.3% | 0.24% | +22.2% |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $606,000 | – | 21,894 | +100.0% | 0.23% | – |
| WMT | Sell | WALMART INC | $600,000 | -7.1% | 5,282 | -2.5% | 0.23% | +30.5% |
| CSCO | Buy | CISCO SYS INC | $601,000 | -17.1% | 15,314 | +1.7% | 0.23% | +16.4% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $601,000 | -43.1% | 6,016 | -8.2% | 0.23% | -20.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $585,000 | -14.5% | 505 | -0.8% | 0.22% | +20.1% |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $582,000 | – | 4,912 | +100.0% | 0.22% | – |
| CVX | Buy | CHEVRON CORP NEW | $576,000 | -38.9% | 7,919 | +1.1% | 0.22% | -14.2% |
| PFE | Buy | PFIZER INC | $572,000 | +14.4% | 17,560 | +37.5% | 0.22% | +60.0% |
| UNP | Sell | UNION PAC CORP | $562,000 | -26.8% | 3,979 | -6.3% | 0.21% | +2.4% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $519,000 | -17.0% | 5,026 | 0.0% | 0.20% | +16.7% | |
| BP | Buy | BP PLCsponsored adr | $514,000 | +66.9% | 21,098 | +158.3% | 0.19% | +133.7% |
| XOM | Buy | EXXON MOBIL CORP | $511,000 | -42.8% | 13,417 | +4.8% | 0.19% | -19.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $505,000 | -19.6% | 435 | -7.4% | 0.19% | +13.0% |
| CME | Sell | CME GROUP INC | $478,000 | -14.5% | 2,769 | -0.5% | 0.18% | +19.9% |
| HD | Buy | HOME DEPOT INC | $463,000 | -3.3% | 2,475 | +13.1% | 0.18% | +35.7% |
| BAC | Buy | BK OF AMERICA CORP | $458,000 | -33.4% | 21,543 | +10.3% | 0.17% | -6.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $424,000 | -22.3% | 9,277 | +0.1% | 0.16% | +8.8% |
| WM | Sell | WASTE MGMT INC DEL | $422,000 | -23.7% | 4,562 | -6.2% | 0.16% | +6.7% |
| ABT | Sell | ABBOTT LABS | $417,000 | -10.7% | 5,284 | -1.5% | 0.16% | +25.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $416,000 | -13.3% | 3,750 | +4.3% | 0.16% | +21.7% |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $408,000 | – | 3,167 | +100.0% | 0.15% | – |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $403,000 | -23.4% | 15,622 | 0.0% | 0.15% | +7.0% | |
| ABBV | Buy | ABBVIE INC | $397,000 | -12.7% | 5,212 | +1.5% | 0.15% | +22.0% |
| SPGI | Sell | S&P GLOBAL INC | $384,000 | -24.0% | 1,567 | -15.3% | 0.14% | +6.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $384,000 | -8.8% | 1,348 | +4.2% | 0.14% | +28.3% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $375,000 | -38.7% | 3,972 | -3.1% | 0.14% | -13.9% |
| DIS | Sell | DISNEY WALT CO | $370,000 | -39.7% | 3,842 | -9.7% | 0.14% | -15.2% |
| PEAK | HEALTHPEAK PROPERTIES INC | $358,000 | -30.9% | 15,019 | 0.0% | 0.14% | -3.6% | |
| BKLN | Sell | INVESCO EXCHANGE-TRADED FD Tsr ln etf | $343,000 | -41.2% | 16,764 | -34.4% | 0.13% | -17.2% |
| V | Sell | VISA INC | $338,000 | -15.3% | 2,093 | -1.5% | 0.13% | +18.5% |
| YUM | Buy | YUM BRANDS INC | $330,000 | -32.2% | 4,832 | +0.0% | 0.12% | -4.6% |
| JNK | Sell | SPDR SER TRbloomberg brclys | $331,000 | -24.6% | 3,496 | -12.9% | 0.12% | +5.9% |
| INTC | Buy | INTEL CORP | $329,000 | +4.1% | 6,093 | +15.9% | 0.12% | +45.9% |
| FB | FACEBOOK INCcl a | $329,000 | -18.8% | 1,969 | 0.0% | 0.12% | +13.8% | |
| NEE | Buy | NEXTERA ENERGY INC | $326,000 | +21.6% | 1,365 | +23.0% | 0.12% | +70.8% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $326,000 | -24.2% | 9,752 | -0.0% | 0.12% | +6.0% |
| EXC | Buy | EXELON CORP | $319,000 | -19.0% | 8,649 | +0.2% | 0.12% | +14.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $318,000 | -23.0% | 9,231 | +0.1% | 0.12% | +8.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $305,000 | -12.9% | 1,566 | -5.1% | 0.12% | +22.3% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $302,000 | -29.9% | 1,148 | 0.0% | 0.11% | -1.7% | |
| CSX | Buy | CSX CORP | $299,000 | -20.9% | 5,231 | +0.1% | 0.11% | +10.8% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $298,000 | -15.6% | 3,089 | -0.0% | 0.11% | +18.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $297,000 | -19.3% | 1,816 | +3.6% | 0.11% | +13.1% |
| IQDF | FLEXSHARES TRintl qltdv idx | $296,000 | -27.1% | 16,712 | 0.0% | 0.11% | +2.8% | |
| DLS | Sell | WISDOMTREE TRintl smcap div | $286,000 | -53.7% | 5,954 | -31.5% | 0.11% | -35.3% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $287,000 | +1.8% | 3,361 | -0.0% | 0.11% | +42.1% |
| PM | Buy | PHILIP MORRIS INTL INC | $283,000 | -9.9% | 3,893 | +6.5% | 0.11% | +25.9% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $276,000 | -26.2% | 1,115 | -12.3% | 0.10% | +3.0% |
| ETN | Buy | EATON CORP PLC | $270,000 | -17.7% | 3,477 | +0.1% | 0.10% | +15.9% |
| CLX | Buy | CLOROX CO DEL | $270,000 | +13.4% | 1,559 | +0.5% | 0.10% | +59.4% |
| EPD | ENTERPRISE PRODS PARTNERS L | $264,000 | -49.4% | 18,527 | 0.0% | 0.10% | -29.1% | |
| MUB | Sell | ISHARES TRnational mun etf | $264,000 | -8.7% | 2,333 | -7.9% | 0.10% | +28.2% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $264,000 | – | 7,829 | +100.0% | 0.10% | – |
| LMT | Buy | LOCKHEED MARTIN CORP | $257,000 | -9.2% | 762 | +4.2% | 0.10% | +27.6% |
| MDT | Sell | MEDTRONIC PLC | $241,000 | -24.5% | 2,678 | -4.6% | 0.09% | +5.8% |
| RVT | Buy | ROYCE VALUE TR INC | $242,000 | -32.6% | 25,058 | +3.2% | 0.09% | -6.2% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $237,000 | -2.9% | 1,994 | 0.0% | 0.09% | +36.4% | |
| KO | Sell | COCA COLA CO | $235,000 | -21.9% | 5,297 | -3.4% | 0.09% | +9.9% |
| AEE | AMEREN CORP | $229,000 | -5.4% | 3,146 | 0.0% | 0.09% | +33.8% | |
| BA | Sell | BOEING CO | $214,000 | -64.5% | 1,449 | -21.9% | 0.08% | -50.0% |
| TIP | Buy | ISHARES TRtips bd etf | $214,000 | +6.5% | 1,812 | +4.9% | 0.08% | +50.0% |
| BAX | Buy | BAXTER INTL INC | $209,000 | -2.3% | 2,583 | +0.7% | 0.08% | +36.2% |
| GILD | New | GILEAD SCIENCES INC | $209,000 | – | 2,804 | +100.0% | 0.08% | – |
| WTRG | New | ESSENTIAL UTILS INC | $210,000 | – | 5,176 | +100.0% | 0.08% | – |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $203,000 | -31.6% | 3,948 | +0.2% | 0.08% | -3.8% |
| CCI | New | CROWN CASTLE INTL CORP NEW | $202,000 | – | 1,392 | +100.0% | 0.08% | – |
| IHI | ISHARES TRu.s. med dvc etf | $200,000 | -14.5% | 886 | 0.0% | 0.08% | +20.6% | |
| DHR | Sell | DANAHER CORPORATION | $201,000 | -28.7% | 1,464 | -20.1% | 0.08% | 0.0% |
| BCE | Buy | BCE INC | $201,000 | -7.8% | 4,913 | +4.8% | 0.08% | +28.8% |
| FITB | Buy | FIFTH THIRD BANCORP | $153,000 | -51.7% | 10,341 | +0.2% | 0.06% | -31.8% |
| IAU | New | ISHARES GOLD TRUSTishares | $152,000 | – | 10,079 | +100.0% | 0.06% | – |
| AMLP | Buy | ALPS ETF TRalerian mlp | $57,000 | -58.4% | 16,406 | +1.5% | 0.02% | -40.5% |
| CRMD | New | CORMEDIX INC | $36,000 | – | 10,000 | +100.0% | 0.01% | – |
| XCUR | New | EXICURE INC | $27,000 | – | 18,248 | +100.0% | 0.01% | – |
| GRPN | GROUPON INC | $10,000 | -60.0% | 10,497 | 0.0% | 0.00% | -42.9% | |
| GOLD | Exit | BARRICK GOLD CORPORATION | $0 | – | -10,000 | -100.0% | -0.05% | – |
| MA | Exit | MASTERCARD INCcl a | $0 | – | -682 | -100.0% | -0.06% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -644 | -100.0% | -0.06% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -3,384 | -100.0% | -0.06% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -1,428 | -100.0% | -0.06% | – |
| CM | Exit | CDN IMPERIAL BK COMM TORONTO | $0 | – | -2,487 | -100.0% | -0.06% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,301 | -100.0% | -0.06% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -1,312 | -100.0% | -0.06% | – |
| PWV | Exit | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $0 | – | -5,226 | -100.0% | -0.06% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,818 | -100.0% | -0.06% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -1,379 | -100.0% | -0.06% | – |
| MDC | Exit | M D C HLDGS INC | $0 | – | -5,770 | -100.0% | -0.06% | – |
| TSLA | Exit | TESLA INC | $0 | – | -547 | -100.0% | -0.06% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -8,240 | -100.0% | -0.06% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -2,966 | -100.0% | -0.06% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -1,542 | -100.0% | -0.06% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,190 | -100.0% | -0.06% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -5,051 | -100.0% | -0.06% | – |
| VYM | Exit | VANGUARD WHITEHALL FDS INChigh div yld | $0 | – | -2,600 | -100.0% | -0.07% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -2,253 | -100.0% | -0.07% | – |
| WTR | Exit | AQUA AMERICA INC | $0 | – | -5,656 | -100.0% | -0.07% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -2,229 | -100.0% | -0.08% | – |
| EWU | Exit | ISHARES TRmsci uk etf new | $0 | – | -8,300 | -100.0% | -0.08% | – |
| LDP | Exit | COHEN & STEERS LTD DUR PFD I | $0 | – | -10,991 | -100.0% | -0.08% | – |
| IQDE | Exit | FLEXSHARES TRintl qltdv def | $0 | – | -15,082 | -100.0% | -0.09% | – |
| WTFC | Exit | WINTRUST FINL CORP | $0 | – | -5,374 | -100.0% | -0.10% | – |
| TDTT | Exit | FLEXSHARES TRiboxx 3r targt | $0 | – | -16,400 | -100.0% | -0.11% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,444 | -100.0% | -0.12% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -6,328 | -100.0% | -0.13% | – |
| RWR | Exit | SPDR SERIES TRUSTdj reit etf | $0 | – | -4,900 | -100.0% | -0.13% | – |
| BXP | Exit | BOSTON PROPERTIES INC | $0 | – | -3,793 | -100.0% | -0.14% | – |
| GQRE | Exit | FLEXSHARES TRglb qlt r/e idx | $0 | – | -10,822 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-04
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.