Vista Investment Management Reduced Holdings in Q4 2024

Vista Investment Management

  • $250 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HIG
Hartford Financial Services Group, Inc.

Financial Services
-2
- 0.07%
$107.06 - $123.74 $214 - $247
2.9K $316K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-894
- 3.3%
$66.77 - $71.52 $59.7K - $63.9K
26.2K $1.81M
PPG
Ppg Industries Inc

Basic Materials
-8
- 0.47%
$119.09 - $131.37 $953 - $1.05K
1.69K $201K
VIG
Vanguard Dividend Appreciation

ETFs
-108
- 3.42%
N/A
3.05K $555K
VB
Vanguard Small Cap ETF

ETFs
-142
- 2.96%
$233.76 - $261.58 $33.2K - $37.1K
4.66K $1.12M
ARCC
Ares Capital Corp

Financial Services
-1.48K
- 9.85%
$20.74 - $22.27 $30.7K - $33K
13.5K $296K
EOG
Eog Resources Inc

Energy
-91
- 0.71%
$118.22 - $136.54 $10.8K - $12.4K
12.7K $1.56M
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 0.65%
$285.5 - $335.62 $2.86K - $3.36K
1.52K $440K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-70
- 1.68%
$51.09 - $55.27 $3.58K - $3.87K
4.09K $209K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-379
- 5.72%
$44.7 - $46.74 $16.9K - $17.7K
6.25K $288K
ABT
Abbott Laboratories

Healthcare
-10
- 0.13%
$111.93 - $119.39 $1.12K - $1.19K
7.58K $857K
META
Meta Platforms, Inc.

Communication Services
-38
- 4.49%
$554.08 - $632.68 $21.1K - $24K
809 $477K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 0.66%
$563.99 - $620.12 $5.64K - $6.2K
1.5K $855K
TTD
Trade Desk, Inc.

Technology
-200
- 8.15%
$108.7 - $139.51 $21.7K - $27.9K
2.26K $265K
WMT
Walmart Inc.

Consumer Defensive
-316
- 11.96%
$79.1 - $95.7 $25K - $30.2K
2.33K $210K
IEMG
Ishares Inc

ETFs
-28
- 0.21%
N/A
13.3K $712K
Labcorp Holdings Inc
-11
- 0.27%
N/A
4.02K $0
Coherent Corp
-4.17K
- 11.86%
N/A
31K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-23
- 0.02%
N/A
104K $0
AUB
Atlantic Union Bankshares Corp

Financial Services
-50
- 0.55%
$36.13 - $43.55 $1.81K - $2.18K
9.07K $343K
Orrstown Finl Svcs Inc
-356
- 4.5%
N/A
7.55K $0
GPN
Global Payments Inc

Industrials
-385
- 8.53%
$97.57 - $119.38 $37.6K - $46K
4.13K $462K
GLW
Corning Inc

Technology
-324
- 3.88%
$44.11 - $49.76 $14.3K - $16.1K
8.03K $381K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5
- 0.37%
$201.32 - $217.44 $1.01K - $1.09K
1.36K $281K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-91
- 1.01%
$69.3 - $74.3 $6.31K - $6.76K
8.88K $634K
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 1.46%
$570.51 - $610.59 $17.1K - $18.3K
2.03K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 1.32%
$567.81 - $607.81 $13.6K - $14.6K
1.79K $1.05M
TOWN
Towne Bank (Va)

Financial Services
-220
- 1.07%
$31.98 - $37.62 $7.04K - $8.28K
20.3K $692K
XLF
Financial Sector Spdr

ETFs
-100
- 1.38%
$44.89 - $51.34 $4.49K - $5.13K
7.15K $345K
XLK
Technology Sector Spdr

ETFs
-122
- 1.8%
$220.26 - $241.44 $26.9K - $29.5K
6.67K $1.55M
VFH
Vanguard Financial ETF

ETFs
-77
- 2.24%
$108.87 - $126.2 $8.38K - $9.72K
3.36K $396K
VTI
Vanguard Total Stock Market Et

ETFs
-34
- 0.71%
$280.04 - $302.45 $9.52K - $10.3K
4.78K $1.39M
TM
Toyota Motor Corp

Consumer Cyclical
-20
- 0.95%
$169.2 - $199.52 $3.38K - $3.99K
2.08K $405K
ANSS
Ansys Inc

Technology
-130
- 2.97%
$313.05 - $361.45 $40.7K - $47K
4.25K $1.43M
VCR
Vanguard Consumer Discretionar

ETFs
-57
- 2.07%
$328.51 - $401.37 $18.7K - $22.9K
2.7K $1.01M
CSCO
Cisco Systems, Inc.

Technology
-1.62K
- 5.44%
$52.45 - $60.02 $84.8K - $97.1K
28.1K $1.67M
GOOG
Alphabet Inc.

Communication Services
-44
- 0.95%
$163.08 - $198.16 $7.18K - $8.72K
4.57K $870K
GS
Goldman Sachs Group Inc

Financial Services
-14
- 0.86%
$486.1 - $608.57 $6.81K - $8.52K
1.61K $924K
AAPL
Apple Inc.

Technology
-294
- 2.56%
$221.69 - $259.02 $65.2K - $76.2K
11.2K $2.8M
WCC
Wesco International Inc

Industrials
-104
- 0.69%
$164.11 - $213.19 $17.1K - $22.2K
14.9K $2.7M
COF
Capital One Financial Corp

Financial Services
-1.02K
- 7.94%
$145.19 - $192.01 $147K - $195K
11.8K $2.1M
JPM
Jpmorgan Chase & CO

Financial Services
-2.23K
- 8.7%
$205.18 - $250.29 $457K - $557K
23.4K $5.6M
WFC
Wells Fargo & Company

Financial Services
-2.56K
- 9.12%
$54.98 - $77.35 $141K - $198K
25.5K $1.79M
BFH
Bread Financial Holdings, Inc.

Financial Services
-810
- 3.63%
$46.5 - $66.38 $37.7K - $53.8K
21.5K $1.32M
DIS
Walt Disney CO

Communication Services
-244
- 1.1%
$92.39 - $117.6 $22.5K - $28.7K
21.9K $2.44M
DFS
Discover Financial Services

Financial Services
-143
- 1.41%
$136.3 - $182.67 $19.5K - $26.1K
9.97K $1.73M
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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