Vista Private Wealth Partners. LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Did you know that Vista Private Wealth Partners. LLC recently released their Q2 2023 and Q3 2023 13F holdings comparison? In this article, we will discuss the changes in their holdings and analyze the performance of various companies.

SCHWAB STRATEGIC TR - A slight decrease in holdings

One interesting change in Vista Private Wealth Partners. LLC's holdings is the decrease in their holdings of SCHWAB STRATEGIC TR. In Q2 2023, they had 248,398 shares, with a value of $18,604,000. However, in Q3 2023, their holdings dropped to 243,448 shares, with a value of $17,769,000, representing a 4.5% decrease in holdings. This change might indicate a shift in their investment strategy or a change in their overall portfolio.

ISHARES TR - Significant increase in holdings

Another notable change is Vista Private Wealth Partners. LLC's increase in holdings of ISHARES TR. In Q2 2023, they had 0 shares, but in Q3 2023, their holdings skyrocketed to 94,350 shares, with a value of $8,799,000. This significant increase of 100% in their holdings suggests that they see potential in this company and are confident in its future performance.

Other changes in holdings

Vista Private Wealth Partners. LLC also made some interesting changes in their holdings of other companies. For example, they decreased their holdings of SCHWAB STRATEGIC TR (SCHV) by 3.8%, SCHWAB STRATEGIC TR (SCHF) by 5.4%, and SCHWAB STRATEGIC TR (SCHM) by a significant 31.7%. On the other hand, they increased their holdings of ISHARES TR (IBTD) by 4.4%, VANECK ETF TRUST (MOAT) by 4.8%, and ISHARES TR (IBTE) by 29.3%.

What do these changes mean?

These changes in Vista Private Wealth Partners. LLC's holdings indicate that they are actively managing their portfolio and making strategic investment decisions. By increasing their holdings in certain companies while decreasing in others, they are adapting to market trends and seeking opportunities for growth. These changes also suggest that they have a diversified investment strategy, spreading their risk across various sectors and assets.

Conclusion

In conclusion, Vista Private Wealth Partners. LLC's Q2 2023 vs. Q3 2023 13F holdings comparison reveals some interesting changes in their portfolio. While they decreased their holdings in some companies, they significantly increased their holdings in others. These changes demonstrate their active management style and their confidence in the future performance of certain companies. As investors, it's important to keep track of these changes and analyze their implications for the overall market.