Private Vista, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2020
  • Location
    chicago, IL
  • CIK
    0001640638
  • Alternate names
    Financial Strategy Network, LLC
  • All SEC filings
Q2 2020
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

117

$206.61M
IJR, BSCP, BSCO, ULTA
13F-HR
Jul 31, 2020
000108514620001954

137

$264.69M
HEFA, BSCP, IJR, BSCO
13F-HR
May 4, 2020
000108514620001296

147

$371.11M
IJR, HEFA, BSCP, BSCO
13F-HR
Jan 31, 2020
000108514620000351

151

$377.05M
HEFA, IJR, BSCP, BSCO
13F-HR
Oct 22, 2019
000108514619002604

152

$399.61M
HEFA, IJR, BSCP, BSCO
13F-HR
Jul 19, 2019
000108514619001925

152

$406.53M
IJR, HEFA, BSCP, DLN
13F-HR
May 8, 2019
000108514619001402

149

$430.17M
IJR, BSCM, HEFA, BSCL
13F-HR
Jan 29, 2019
000108514619000253

151

$488.45M
HEFA, IJR, BSCM, BSCL
13F-HR
Nov 13, 2018
000108514618002626

156

$432.69M
HEFA, IJR, DLN, BSCL
13F-HR
Aug 14, 2018
000108514618002039

142

$342.66M
HEFA, IJR, DLN, DOL
13F-HR
Jun 6, 2018
000108514618001579

73

$333.15M
HEFA, DLN, 9000008D, DOL
13F-HR
Jan 17, 2018
000108514618000148

113

$457.16M
HEFA, DLN, IJR, DOL
13F-HR
Nov 2, 2017
000108514617002181

95

$413.85M
DLN, HEFA, DOL, IJR
RESTATEMENT
Aug 8, 2017
000108514617001682

80

$402.38M
DLN, DOL, KRE, HEFA
13F-HR
May 11, 2017
000108514617001180

60

$343.35M
DLN, KRE, QAI, DOL
13F-HR
Feb 13, 2017
000108514617000551

77

$394.90M
DLN, KRE, QAI, DOL
13F-HR
Nov 10, 2016
000108514616004693

53

$299.02M
DLN, KRE, QAI, DOL
13F-HR
Jul 19, 2016
000108514616004002

44

$281.13M
DLN, KRE, QAI, DOL
13F-HR
May 16, 2016
000108514616003831

45

$220.21M
QAI, DLN, KRE, DOL
13F-HR
Feb 16, 2016
000108514616003193