Vista Finance, LLC Portfolio Holdings
Vista Finance, LLC
- $92.8 Million
- Q1 2025
Vista Finance, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $92.8 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $20.3M, Ares Capital Corp with a value of $12.1M, Alps ETF Tr Alerian Mlp ETF with a value of $11.2M, Ishares Msci Emerging Markets with a value of $7.78M, and Utilities Sector Spdr with a value of $6.15M.
Examining the 13F form we can see an increase of $15.1M in the current position value, from $77.7M to 92.8M.
Below you can find more details about Vista Finance, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$92.8 Million
ETFs: $63.1 Million
Financial Services: $18.5 Million
Healthcare: $2.85 Million
Consumer Cyclical: $2.75 Million
Technology: $2.55 Million
Industrials: $1.14 Million
Real Estate: $689,000
Basic Materials: $497,000
Other: $776,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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