Vista Private Wealth Partners. LLC Purchases in Q4 2024

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
353K
New
$34.42 - $35.88 $12.2M - $12.7M
353K $12.3M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
552K
New
$21.25 - $22.07 $11.7M - $12.2M
552K $11.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
156K
New
$50.62 - $50.97 $7.9M - $7.96M
156K $7.92M
IJK
Ishares S&P Midcap 400 Growth

ETFs
58.6K
+ 1134.29%
$90.66 - $99.46 $5.31M - $5.82M
63.7K $5.79M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
177K
+ 40.02%
$21.81 - $22.48 $3.87M - $3.98M
620K $13.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
47.3K
New
$55.45 - $61.08 $2.62M - $2.89M
47.3K $2.62M
SCHG
Schwab Strategic Tr Us Large C

ETFs
712K
+ 311.0%
$25.93 - $105.3 $18.5M - $75M
941K $26.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
25.4K
+ 62.78%
$63.01 - $68.55 $1.6M - $1.74M
65.7K $4.16M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
50.4K
+ 8.87%
$22.1 - $22.59 $1.11M - $1.14M
618K $13.7M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.7K
+ 7.27%
$22.72 - $23.0 $948K - $960K
616K $14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.17%
$521.84 - $558.82 $16.7K - $17.9K
19.2K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.19%
$213.65 - $479.86 $641 - $1.44K
1.56K $630K
NVDA
Nvidia Corp

Technology
8
+ 0.07%
$117.0 - $148.88 $936 - $1.19K
11.1K $1.49M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.2K
+ 16.01%
$60.27 - $66.27 $253K - $279K
30.5K $1.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
164
+ 60.74%
$567.81 - $607.81 $93.1K - $99.7K
434 $254K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.06K
New
$77.25 - $91.3 $81.7K - $96.6K
1.06K $90K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.31%
$481.22 - $538.17 $4.81K - $5.38K
3.27K $1.67M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
113
+ 1.53%
$129.96 - $144.97 $14.7K - $16.4K
7.48K $1.04M
AAPL
Apple Inc.

Technology
15
+ 0.42%
$221.69 - $259.02 $3.33K - $3.89K
3.56K $891K
SG
Sweetgreen, Inc.

Consumer Cyclical
1.87K
New
$31.7 - $43.97 $59.2K - $82.1K
1.87K $59K
GD
General Dynamics Corp

Industrials
208
New
$260.28 - $314.03 $54.1K - $65.3K
208 $54K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
2.3K
New
$21.68 - $22.16 $49.9K - $51K
2.3K $49K
BSJR
Invesco Indx Tr

ETFs
1.58K
+ 172.68%
$22.37 - $22.7 $35.3K - $35.9K
2.5K $55K
VTI
Vanguard Total Stock Market Et

ETFs
113
New
$280.04 - $302.45 $31.6K - $34.2K
113 $32K
DASH
Door Dash, Inc.

Communication Services
179
New
$141.93 - $180.48 $25.4K - $32.3K
179 $30K
CBRE
Cbre Group, Inc.

Real Estate
222
New
$119.22 - $140.71 $26.5K - $31.2K
222 $29K
CRWD
Crowd Strike Holdings, Inc.

Technology
82
New
$275.15 - $388.2 $22.6K - $31.8K
82 $28K
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.31%
$311.11 - $335.64 $3.11K - $3.36K
3.21K $1.03M
JBBB
Janus Detroit Str Tr Henderson

ETFs
516
New
$48.59 - $49.45 $25.1K - $25.5K
516 $25K
ADBE
Adobe Inc.

Technology
72
+ 71.29%
$437.39 - $552.96 $31.5K - $39.8K
173 $76K
CME
Cme Group Inc.

Financial Services
80
New
$221.17 - $246.02 $17.7K - $19.7K
80 $18K
BITO
Proshares Tr Bitcoin Strategy

ETFs
803
New
$16.99 - $27.42 $13.6K - $22K
803 $18K
CEG
Constellation Energy Corp

Utilities
80
New
$224.28 - $285.52 $17.9K - $22.8K
80 $17K
WDAY
Workday, Inc.

Technology
68
New
$233.85 - $279.91 $15.9K - $19K
68 $17K
VST
Vistra Corp.

Utilities
130
New
$115.74 - $166.61 $15K - $21.7K
130 $17K
PANW
Palo Alto Networks Inc

Technology
357
+ 115.53%
$181.96 - $405.9 $65K - $145K
666 $121K
AIQ
Global X Funds Global X Artifi

ETFs
425
New
$36.57 - $40.57 $15.5K - $17.2K
425 $16K
ETSY
Etsy Inc

Consumer Cyclical
289
+ 36.08%
$47.48 - $61.61 $13.7K - $17.8K
1.09K $57K
IYC
Ishares U.S. Consumer Discreti

ETFs
2
+ 0.14%
$85.96 - $101.28 $172 - $203
1.39K $133K
IWS
Ishares Russell Midcap Value E

ETFs
100
New
$128.08 - $140.32 $12.8K - $14K
100 $12K
BAC
Bank Of America Corp

Financial Services
210
+ 66.88%
$39.22 - $47.77 $8.24K - $10K
524 $23K
EW
Edwards Lifesciences Corp

Healthcare
150
New
$64.54 - $75.92 $9.68K - $11.4K
150 $11K
IEMG
Ishares Inc

ETFs
186
+ 2.82%
N/A
6.78K $363K
BIIB
Biogen Inc.

Healthcare
163
+ 43.47%
$146.47 - $191.55 $23.9K - $31.2K
538 $82K
TJX
Tjx Companies Inc

Consumer Cyclical
74
New
$112.15 - $127.2 $8.3K - $9.41K
74 $8K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
80
New
$108.28 - $117.54 $8.66K - $9.4K
80 $8K
CMP
Compass Minerals International Inc

Basic Materials
967
+ 25.82%
$10.59 - $15.7 $10.2K - $15.2K
4.71K $53K
VT
Vanguard Total World Stk Index

ETFs
70
New
$117.09 - $123.07 $8.2K - $8.61K
70 $8K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
24
New
$340.59 - $380.5 $8.17K - $9.13K
24 $8K
Activity Summary
Buys All Purchases 147 New Holdings 87 Increased Positions 60 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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