Vista Private Wealth Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

The investment landscape is constantly evolving, and it's crucial for investors to stay on top of the latest trends and changes. In this article, we will explore the Q1 2023 vs. Q2 2023 13F holdings comparison for Vista Private Wealth Partners, LLC. This analysis will provide valuable insights into the shifts in their holdings and potentially shed light on their investment strategy.

One of the top holdings for Vista Private Wealth Partners, LLC in Q1 2023 was SCHWAB STRATEGIC TR, with 251,687 shares. However, in Q2 2023, their holdings in this issuer decreased slightly to 248,398 shares. The value of their holdings also saw a modest increase from $16,691,000 to $18,604,000. This represents a change of 11.5%.

Another notable holding for Vista Private Wealth Partners, LLC is SCHWAB STRATEGIC TR. In Q1 2023, they held 235,104 shares of this issuer, which increased to 238,233 shares in Q2 2023. The value of their holdings also rose from $15,672,000 to $16,840,000, reflecting a change of 7.5%.

SCHWAB STRATEGIC TR was not the only issuer where Vista Private Wealth Partners, LLC made changes to their holdings. They also held 212,551 shares of SCHWAB STRATEGIC TR in Q1 2023, which increased slightly to 214,500 shares in Q2 2023. The value of their holdings in this issuer also saw a small uptick from $13,875,000 to $14,369,000, representing a change of 3.6%.

It's worth noting that Vista Private Wealth Partners, LLC also had holdings in other issuers like PIMCO ETF TR, ISHARES TR, VANECK ETF TRUST, and VANGUARD INDEX FDS. These holdings experienced varying degrees of change, with some seeing an increase and others a decrease.

Overall, the Q1 2023 vs. Q2 2023 13F holdings comparison for Vista Private Wealth Partners, LLC reveals a mixed bag of changes. While some holdings experienced growth, others saw a slight decrease. These changes could be a result of various factors, including market conditions, investment strategy adjustments, or portfolio rebalancing.

It's important to note that 13F filings provide transparency into the holdings of institutional investors like Vista Private Wealth Partners, LLC. These filings are required by the Securities and Exchange Commission (SEC) for firms managing over $100 million in assets. They provide valuable information for investors and market participants looking to understand the investment activities of institutional players.

In conclusion, the Q1 2023 vs. Q2 2023 13F holdings comparison for Vista Private Wealth Partners, LLC highlights the dynamic nature of the investment landscape. Investors should carefully analyze these changes to gain insights into the strategies employed by institutional investors. However, it's important to keep in mind that 13F filings represent a snapshot in time and may not capture the complete picture of an investor's portfolio.