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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Private Vista, LLC INSTITUTION : Private Vista, LLC
Private Vista, LLC Portfolio (reported on 2019-10-22)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES TR    (HDG MSCI EAFE) HEFA 54,637,000 1,824,811 14.49%
ISHARES TR    (CORE S&P SCP ETF) IJR 52,607,000 675,894 13.95%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2025 CB) 27,104,000 1,268,764 7.18%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2024 CB) 24,121,000 1,125,486 6.39%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 18,194,000 183,711 4.82%
ULTA BEAUTY INC    (COM) ULTA 14,557,000 58,076 3.86%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 HY) 12,544,000 522,703 3.32%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 10,811,000 503,391 2.86%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 HY) 9,332,000 378,440 2.47%
WISDOMTREE TR    (INTL LRGCAP DV) DOL 9,176,000 199,829 2.43%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 9,159,000 89,269 2.42%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2023 CB) 6,857,000 322,250 1.81%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 6,173,000 20,795 1.63%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2019 HY) 5,934,000 247,653 1.57%
ISHARES TR    (RUS 1000 GRW ETF) IWF 4,989,000 31,266 1.32%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 4,869,000 229,006 1.29%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 4,832,000 23,233 1.28%
ISHARES TR    (RUS 2000 VAL ETF) IWN 3,897,000 32,645 1.03%
MICROSOFT CORP    (COM) MSFT 3,827,000 27,534 1.01%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 3,803,000 67,063 1.00%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 3,260,000 119,215 0.86%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 3,040,000 42,765 0.80%
ILLINOIS TOOL WKS INC    (COM) ITW 2,931,000 18,722 0.77%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 2,663,000 125,049 0.70%
WISDOMTREE TR    (EMER MKT HIGH FD) DEM 2,569,000 62,253 0.68%
PEPSICO INC    (COM) PEP 2,408,000 17,574 0.63%
APPLE INC    (COM) AAPL 2,121,000 9,475 0.56%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 1,898,000 22,595 0.50%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2019 CB) 1,864,000 88,367 0.49%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 1,862,000 6,055 0.49%
AT&T INC    (COM) T 1,850,000 48,861 0.49%
RLI CORP    (COM) RLI 1,701,000 18,309 0.45%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,557,000 8,629 0.41%
MCDONALDS CORP    (COM) MCD 1,432,000 6,666 0.37%
AMAZON COM INC    (COM) AMZN 1,389,000 801 0.36%
EMCOR GROUP INC    (COM) EME 1,385,000 16,082 0.36%
PROCTER & GAMBLE CO    (COM) PG 1,317,000 10,587 0.34%
CBOE GLOBAL MARKETS INC    (COM) CBOE 1,201,000 10,451 0.31%
W P CAREY INC    (COM) WPC 1,188,000 13,276 0.31%
JPMORGAN CHASE & CO    (COM) JPM 1,092,000 9,292 0.28%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 1,076,000 15,376 0.28%
ISHARES TR    (U.S. REAL ES ETF) IYR 1,076,000 11,510 0.28%
CHEVRON CORP NEW    (COM) CVX 1,060,000 8,929 0.28%
ISHARES TR    (RUS 2000 GRW ETF) IWO 1,060,000 5,497 0.28%
STRYKER CORP    (COM) SYK 1,047,000 4,838 0.27%
ISHARES TR    (CORE S&P500 ETF) IVV 1,025,000 3,433 0.27%
JOHNSON & JOHNSON    (COM) JNJ 1,021,000 7,894 0.27%
ISHARES TR    (SP SMCP600VL ETF) IJS 983,000 6,555 0.26%
ISHARES TR    (CORE US AGGBD ET) AGG 977,000 8,641 0.25%
EXXON MOBIL CORP    (COM) XOM 959,000 13,580 0.25%
VERIZON COMMUNICATIONS INC    (COM) VZ 956,000 15,840 0.25%
ORACLE CORP    (COM) ORCL 949,000 17,254 0.25%
ISHARES TR    (CORE MSCI EAFE) IEFA 866,000 14,191 0.22%
BOEING CO    (COM) BA 834,000 2,191 0.22%
STARBUCKS CORP    (COM) SBUX 742,000 8,377 0.19%
FLEXSHARES TR    (STOXX GLOBR INF) NFRA 725,000 14,014 0.19%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 722,000 4,964 0.19%
ALPHABET INC    (CAP STK CL A) GOOGL 720,000 589 0.19%
CISCO SYS INC    (COM) CSCO 717,000 14,516 0.19%
INVESCO EXCHNG TRADED FD TR    (SR LN ETF) 696,000 30,831 0.18%
UNION PACIFIC CORP    (COM) UNP 687,000 4,228 0.18%
FLEXSHARES TR    (GLB QLT R/E IDX) GQRE 671,000 10,301 0.17%
MERCK & CO INC    (COM) MRK 668,000 7,938 0.17%
WALMART INC    (COM) WMT 642,000 5,407 0.17%
VANGUARD GROUP    (DIV APP ETF) VIG 601,000 5,026 0.15%
CME GROUP INC    (COM) CME 587,000 2,776 0.15%
DISNEY WALT CO    (COM DISNEY) DIS 576,000 4,420 0.15%
ALPHABET INC    (CAP STK CL C) GOOG 574,000 471 0.15%
BANK AMER CORP    (COM) BAC 568,000 19,467 0.15%
WASTE MGMT INC DEL    (COM) WMI 559,000 4,863 0.14%
UNITED TECHNOLOGIES CORP    (COM) UTX 556,000 4,060 0.14%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 555,000 19,407 0.14%
WISDOMTREE TR    (INTL SMCAP DIV) DLS 553,000 8,689 0.14%
YUM BRANDS INC    (COM) YUM 547,000 4,830 0.14%
HCP INC    (COM) HCP 534,000 14,968 0.14%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 519,000 9,365 0.13%
SPDR SERIES TRUST    (DJ REIT ETF) RWR 511,000 4,900 0.13%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 507,000 15,943 0.13%
HOME DEPOT INC    (COM) HD 498,000 2,156 0.13%
BOSTON PROPERTIES INC    (COM) BXP 497,000 3,830 0.13%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 488,000 11,902 0.12%
PFIZER INC    (COM) PFE 483,000 13,442 0.12%
VISA INC    (COM CL A) V 468,000 2,715 0.12%
ONEOK INC NEW    (COM) OKE 467,000 6,328 0.12%
S&P GLOBAL INC    (COM) SPGI 464,000 1,896 0.12%
ABBOTT LABS    (COM) ABT 454,000 5,435 0.12%
FACEBOOK INC    (CL A) FB 438,000 2,454 0.11%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 436,000 4,012 0.11%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 435,000 1,493 0.11%
COMCAST CORP NEW    (CL A) CMCSA 427,000 9,498 0.11%
ECOLAB INC    (COM) ECL 421,000 2,125 0.11%
EXELON CORP    (COM) EXC 418,000 8,635 0.11%
VANGUARD INDEX FDS    (MID CAP ETF) VO 410,000 2,444 0.10%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 406,000 1,148 0.10%
FLEXSHARES TR    (IBOXX 3R TARGT) TDTT 404,000 16,400 0.10%
ABBVIE INC    (COM) ABBV 388,000 5,116 0.10%
FLEXSHARES TR    (INTL QLTDV IDX) IQDF 372,000 16,712 0.09%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 369,000 2,200 0.09%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 368,000 1,912 0.09%
CSX CORP    (COM) CSX 362,000 5,231 0.09%
ISHARES TR    (JPMORGAN USD EMG) EMB 351,000 3,090 0.09%
BP PLC    (SPONSORED ADR) BP 350,000 9,208 0.09%
WINTRUST FINL CORP    (COM) WTFC 348,000 5,374 0.09%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 341,000 4,889 0.09%
NORFOLK SOUTHERN CORP    (COM) NSC 334,000 1,855 0.08%
MEDTRONIC PLC    (SHS) MDT 331,000 3,055 0.08%
ROYCE VALUE TR INC    (COM) RVT 328,000 23,861 0.08%
FLEXSHARES TR    (INTL QLTDV DEF) IQDE 320,000 15,082 0.08%
GILEAD SCIENCES INC    (COM) GILD 304,000 4,785 0.08%
LOCKHEED MARTIN CORP    (COM) LMT 300,000 773 0.07%
AMERICAN EXPRESS CO    (COM) AXP 299,000 2,528 0.07%
ISHARES TR    (NATIONAL MUN ETF) MUB 289,000 2,534 0.07%
EATON CORP PLC    (SHS) ETN 288,000 3,474 0.07%
DANAHER CORPORATION    (COM) DHR 284,000 1,953 0.07%
FIFTH THIRD BANCORP    (COM) FITB 283,000 10,318 0.07%
AQUA AMERICA INC    (COM) WTR 281,000 6,262 0.07%
UNITEDHEALTH GROUP INC    (COM) UNH 280,000 1,279 0.07%
COCA COLA CO    (COM) KO 279,000 5,145 0.07%
COHEN & STEERS LTD DUR PFD I    (COM) LDP 276,000 10,796 0.07%
PHILIP MORRIS INTL INC    (COM) PM 274,000 3,622 0.07%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 273,000 1,643 0.07%
INTEL CORP    (COM) INTC 271,000 5,257 0.07%
ISHARES TR    (MSCI UK ETF NEW) 261,000 8,300 0.06%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 254,000 2,996 0.06%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 250,000 1,994 0.06%
M D C HLDGS INC    (COM) MDC 247,000 5,734 0.06%
ALLSTATE CORP    (COM) ALL 245,000 2,253 0.06%
PAYPAL HLDGS INC    (COM) PYPL 245,000 2,367 0.06%
NEXTERA ENERGY INC    (COM) NEE 238,000 1,018 0.06%
CLOROX CO DEL    (COM) CLX 234,000 1,542 0.06%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 233,000 2,773 0.06%
SELECT SECTOR SPDR TR    (ENERGY) XLE 231,000 3,903 0.06%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 231,000 2,600 0.06%
BCE INC    (COM NEW) BCE 227,000 4,687 0.06%
BAXTER INTL INC    (COM) BAX 223,000 2,542 0.05%
DUKE ENERGY CORP NEW    (COM NEW) DUK 221,000 2,297 0.05%
ISHARES TR    (U.S. MED DVC ETF) IHI 219,000 886 0.05%
ISHARES TR    (RUS MD CP GR ETF) IWP 218,000 1,542 0.05%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 216,000 5,052 0.05%
AMEREN CORP    (COM) AEE 215,000 2,691 0.05%
CDN IMPERIAL BK COMM TORONTO    (COM) CM 206,000 2,487 0.05%
CROWN CASTLE INTL CORP NEW    (COM) CCI 202,000 1,463 0.05%
3M CO    (COM) MMM 202,000 1,227 0.05%
ISHARES TR    (TIPS BD ETF) TIP 200,000 1,728 0.05%
COSTCO WHSL CORP NEW    (COM) COST 200,000 692 0.05%
LOWES COS INC    (COM) LOW 200,000 1,818 0.05%
INVESCO EXCHANGE TRADED FD T    (DYNMC LRG VALU) 200,000 5,226 0.05%
ALPS ETF TR    (ALERIAN MLP) AMLP 180,000 19,616 0.04%
BARRICK GOLD CORPORATION    (COM) ABX 173,000 10,000 0.04%
GENERAL ELECTRIC CO    (COM) GE 101,000 11,322 0.02%
GROUPON INC    (COM) GRPN 40,000 14,827 0.01%
Total Value As 2019-09-30: 377,046,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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