Vista Investment Management Portfolio Holdings

Vista Investment Management

  • $250 Million
  • Q4 2024

Vista Investment Management has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $250 Million distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $8.92M, Invesco ETF Fd Tr Invesco Bull with a value of $8.27M, Vanguard Information Technolog with a value of $7.91M, Janus Detroit Str Tr Janus Hen with a value of $7.84M, and Spdr Portfolio Intermediate Te with a value of $7.28M.

Examining the 13F form we can see an decrease of $1.95M in the current position value, from $252M to 250M.

Vista Investment Management is based out at Pittsburgh, PA

Below you can find more details about Vista Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $250 Million
ETFs: $155 Million
Financial Services: $24 Million
Healthcare: $15.1 Million
Technology: $14.5 Million
Consumer Cyclical: $10.8 Million
Industrials: $7.73 Million
Consumer Defensive: $6.54 Million
Communication Services: $6.48 Million
Other: $9.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.92 Million 3.57% of portfolio
114,316
Q4 2024 Added 1.81%
$0
$8.27 Million 3.31% of portfolio
410,828
Q4 2024 Reduced 1.9%
$0
$7.91 Million 3.16% of portfolio
12,718
Q4 2024 Added 2.19%
$0
$7.84 Million 3.14% of portfolio
154,649
Q4 2024 Added 12.07%
$0
$7.28 Million 2.91% of portfolio
222,189
Q4 2024 Added 8.21%
$0
$6.93 Million 2.77% of portfolio
423,265
Q4 2024 Added 19.25%
$0
$5.77 Million 2.31% of portfolio
32,428
Q4 2024 Added 0.25%
$0
$5.64 Million 2.26% of portfolio
221,558
Q4 2024 Added 7.41%
$0
$5.61 Million 2.24% of portfolio
36,219
Q4 2024 Added 0.32%
$811B
$5.6 Million 2.24% of portfolio
23,354
Q4 2024 Reduced 8.7%
$0
$4.99 Million 2.0% of portfolio
81,583
Q4 2024 Added 0.14%
$0
$4.86 Million 1.94% of portfolio
42,166
Q4 2024 Reduced 1.78%
$0
$4.73 Million 1.89% of portfolio
252,897
Q4 2024 Added 4.55%
$0
$4.08 Million 1.63% of portfolio
26,334
Q4 2024 Added 1.24%
$0
$3.99 Million 1.6% of portfolio
72,957
Q4 2024 Added 1.29%
$692M
$3.75 Million 1.5% of portfolio
68,824
Q4 2024 Added 4.79%
$0
$3.56 Million 1.42% of portfolio
38,935
Q4 2024 Reduced 10.2%
$0
$3.5 Million 1.4% of portfolio
91,149
Q4 2024 Added 0.57%
$78.3B
$3.33 Million 1.33% of portfolio
17,284
Q4 2024 Reduced 7.11%
$0
$3.25 Million 1.3% of portfolio
108,928
Q4 2024 Reduced 7.37%
$156B
$2.94 Million 1.18% of portfolio
11,927
Q4 2024 Reduced 1.53%
$0
$2.86 Million 1.15% of portfolio
113,952
Q4 2024 Reduced 16.8%
$3.93T
$2.8 Million 1.12% of portfolio
11,185
Q4 2024 Reduced 2.56%
$10B
$2.7 Million 1.08% of portfolio
14,940
Q4 2024 Reduced 0.69%
$0
$2.63 Million 1.05% of portfolio
42,235
Q4 2024 Reduced 1.2%
$0
$2.59 Million 1.03% of portfolio
58,727
Q4 2024 Reduced 1.05%
$447M
$2.56 Million 1.02% of portfolio
55,362
Q4 2024 Reduced 3.85%
$208B
$2.53 Million 1.01% of portfolio
4,863
Q4 2024 Reduced 2.62%
$26.3B
$2.54 Million 1.01% of portfolio
11,479
Q4 2024 Added 0.74%
$201B
$2.44 Million 0.97% of portfolio
21,876
Q4 2024 Reduced 1.1%
$0
$2.21 Million 0.88% of portfolio
43,814
Q4 2024 Reduced 13.04%
$1.11T
$2.16 Million 0.87% of portfolio
11,434
Q4 2024 Added 4.6%
$0
$2.13 Million 0.85% of portfolio
62,396
Q4 2024 Added 0.67%
$490B
$2.12 Million 0.85% of portfolio
4,199
Q4 2024 Added 3.17%
$33.1B
$2.11 Million 0.85% of portfolio
41,175
Q4 2024 Added 2.21%
$77.6B
$2.1 Million 0.84% of portfolio
11,774
Q4 2024 Reduced 7.94%
$0
$2.04 Million 0.81% of portfolio
34,770
Q4 2024 Added 15.12%
$0
$1.92 Million 0.77% of portfolio
38,692
Q4 2024 Added 3.57%
$0
$1.87 Million 0.75% of portfolio
38,246
Q4 2024 Added 1.28%
$0
$1.81 Million 0.72% of portfolio
26,218
Q4 2024 Reduced 3.3%
$0
$1.81 Million 0.72% of portfolio
45,467
Q4 2024 Added 6.29%
$180B
$1.79 Million 0.72% of portfolio
15,487
Q4 2024 Reduced 0.03%
$304B
$1.79 Million 0.72% of portfolio
25,487
Q4 2024 Reduced 9.12%
$3.04T
$1.8 Million 0.72% of portfolio
4,264
Q4 2024 Reduced 4.57%
$198B
$1.76 Million 0.71% of portfolio
11,599
Q4 2024 Reduced 5.24%
$94B
$1.73 Million 0.69% of portfolio
4,689
Q4 2024 Added 14.87%
$53.5B
$1.73 Million 0.69% of portfolio
9,965
Q4 2024 Reduced 1.41%
$266B
$1.67 Million 0.67% of portfolio
28,128
Q4 2024 Reduced 5.44%
$0
$1.55 Million 0.62% of portfolio
6,671
Q4 2024 Reduced 1.8%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $250 Million
  • Prior Value $252 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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