Vista Investment Management Reduced Holdings in Q4 2024

Vista Investment Management

  • $250 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-37.6K
- 16.93%
$19.42 - $19.76 $729K - $742K
184K $3.59M
VRIG
Invesco Actively Managed ETF F

ETFs
-23K
- 16.8%
$25.06 - $25.2 $577K - $580K
114K $2.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-131
- 2.62%
$501.29 - $612.85 $65.7K - $80.3K
4.86K $2.53M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.42K
- 10.2%
$91.29 - $91.8 $404K - $406K
38.9K $3.56M
AZN
Astrazeneca PLC

Healthcare
-1.44K
- 7.07%
$63.2 - $79.58 $91K - $115K
18.9K $1.24M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-6.57K
- 13.04%
$50.35 - $50.69 $331K - $333K
43.8K $2.21M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-7.94K
- 1.9%
$20.08 - $20.61 $160K - $164K
411K $8.27M
LOW
Lowes Companies Inc

Consumer Cyclical
-185
- 1.53%
$244.52 - $284.07 $45.2K - $52.6K
11.9K $2.94M
MRK
Merck & Co., Inc.

Healthcare
-1.63K
- 13.38%
$96.31 - $114.76 $157K - $187K
10.5K $1.05M
PEP
Pepsico Inc

Consumer Defensive
-641
- 5.24%
$151.29 - $176.1 $97K - $113K
11.6K $1.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-626
- 1.05%
$44.04 - $49.49 $27.6K - $31K
58.7K $2.59M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.2K
- 11.3%
$89.81 - $104.0 $108K - $125K
9.44K $850K
ABR
Arbor Realty Trust Inc

Real Estate
-2.31K
- 2.62%
$13.66 - $15.64 $31.5K - $36.1K
85.8K $1.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-765
- 1.78%
$113.92 - $127.38 $87.1K - $97.4K
42.2K $4.86M
XLB
Select Sector Spdr Fd Material

ETFs
-485
- 4.99%
$83.8 - $97.58 $40.6K - $47.3K
9.24K $777K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.65K
- 17.54%
$50.67 - $50.9 $134K - $135K
12.5K $631K
MSFT
Microsoft Corp

Technology
-204
- 4.57%
$406.35 - $454.46 $82.9K - $92.7K
4.26K $1.8M
RMD
Resmed Inc

Healthcare
-150
- 2.92%
$228.69 - $256.07 $34.3K - $38.4K
4.98K $1.14M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-3.63K
- 16.26%
$30.67 - $30.84 $111K - $112K
18.7K $574K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.32K
- 7.11%
$178.39 - $215.0 $236K - $284K
17.3K $3.33M
JLL
Jones Lang Lasalle Inc

Real Estate
-114
- 2.91%
$246.93 - $283.67 $28.2K - $32.3K
3.81K $963K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-182
- 0.63%
$31.83 - $34.97 $5.79K - $6.36K
28.5K $920K
ITB
Ishares Tr

ETFs
-300
- 11.99%
$103.31 - $129.34 $31K - $38.8K
2.2K $227K
CSX
Csx Corp

Industrials
-510
- 1.7%
$31.58 - $36.88 $16.1K - $18.8K
29.4K $949K
RTX
Raytheon Technologies Corp

Industrials
-5
- 0.03%
$114.45 - $127.21 $572 - $636
15.5K $1.79M
CVX
Chevron Corp

Energy
-394
- 4.79%
$141.15 - $162.53 $55.6K - $64K
7.83K $1.13M
VO
Vanguard Mid Cap ETF

ETFs
-279
- 4.77%
$261.5 - $284.63 $73K - $79.4K
5.57K $1.47M
JNJ
Johnson & Johnson

Healthcare
-245
- 12.47%
$143.34 - $165.86 $35.1K - $40.6K
1.72K $248K
COLB
Columbia Banking System, Inc.

Financial Services
-3.52K
- 11.59%
$25.29 - $32.01 $88.9K - $113K
26.8K $724K
ABBV
Abb Vie Inc.

Healthcare
-175
- 10.25%
$164.99 - $203.87 $28.9K - $35.7K
1.53K $272K
FBIZ
First Business Financial Services, Inc.

Financial Services
-2.22K
- 3.85%
$42.04 - $51.47 $93.3K - $114K
55.4K $2.56M
FIS
Fidelity National Information Services, Inc.

Technology
-282
- 2.21%
$80.14 - $90.95 $22.6K - $25.6K
12.5K $1.01M
TXN
Texas Instruments Inc

Technology
-311
- 6.57%
N/A
4.42K $860K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-994
- 8.78%
$47.26 - $48.18 $47K - $47.9K
10.3K $489K
FISV
Fiserv Inc

Technology
-429
- 12.55%
N/A
2.99K $374K
LHX
L3 Harris Technologies, Inc.

Industrials
-63
- 5.26%
$208.94 - $264.22 $13.2K - $16.6K
1.13K $238K
ORCL
Oracle Corp

Technology
-182
- 5.22%
$165.41 - $192.43 $30.1K - $35K
3.31K $550K
TJX
Tjx Companies Inc

Consumer Cyclical
-460
- 11.26%
$112.15 - $127.2 $51.6K - $58.5K
3.63K $438K
FNB
Fnb Corp

Financial Services
-4.12K
- 14.75%
$13.56 - $17.29 $55.8K - $71.2K
23.8K $351K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.89%
$727.2 - $932.06 $2.18K - $2.8K
335 $258K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-56
- 2.67%
$442.29 - $483.08 $24.8K - $27.1K
2.04K $924K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-275
- 3.31%
$46.46 - $51.66 $12.8K - $14.2K
8.02K $386K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-24
- 0.46%
$60.13 - $67.31 $1.44K - $1.62K
5.24K $318K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-535
- 8.16%
$51.58 - $52.91 $27.6K - $28.3K
6.02K $311K
PG
Procter & Gamble CO

Consumer Defensive
-100
- 3.07%
$161.05 - $179.7 $16.1K - $18K
3.16K $529K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-515
- 1.2%
$61.68 - $67.87 $31.8K - $35K
42.2K $2.63M
UPS
United Parcel Service Inc

Industrials
-14
- 0.47%
$122.65 - $138.35 $1.72K - $1.94K
2.94K $370K
VTR
Ventas, Inc.

Real Estate
-22
- 0.41%
$57.73 - $66.48 $1.27K - $1.46K
5.39K $317K
VT
Vanguard Total World Stk Index

ETFs
-102
- 1.96%
$117.09 - $123.07 $11.9K - $12.6K
5.11K $599K
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 1
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