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
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
198
New
$41.09 - $45.94 $8.14K - $9.1K
198 $8K
AVGO
Broadcom Inc.

Technology
3
+ 2.5%
$159.67 - $250.0 $479 - $750
123 $28K
RACE
Ferrari N.V.

Consumer Cyclical
17
New
$422.83 - $490.34 $7.19K - $8.34K
17 $7K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
300
New
$17.13 - $34.23 $5.14K - $10.3K
300 $7K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.36%
$161.86 - $196.66 $162 - $197
282 $53K
VTR
Ventas, Inc.

Real Estate
105
New
$57.73 - $66.48 $6.06K - $6.98K
105 $6K
KMI
Kinder Morgan, Inc.

Energy
24
+ 2.11%
$22.59 - $28.54 $542 - $685
1.16K $31K
DXCM
Dexcom Inc

Healthcare
84
New
$65.68 - $81.01 $5.52K - $6.8K
84 $6K
SPMD
Spdr Portfolio

ETFs
100
+ 2.6%
$54.13 - $59.56 $5.41K - $5.96K
3.95K $216K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
323
New
$21.02 - $21.57 $6.79K - $6.97K
323 $6K
MTDR
Matador Resources CO

Energy
3
+ 0.4%
$50.33 - $60.91 $151 - $183
757 $42K
NET
Cloudflare, Inc.

Technology
53
New
$78.11 - $117.56 $4.14K - $6.23K
53 $5K
IFRA
Ishares Tr

ETFs
100
New
$45.94 - $51.71 $4.59K - $5.17K
100 $4K
PFE
Pfizer Inc

Healthcare
435
+ 14.54%
$24.8 - $30.19 $10.8K - $13.1K
3.43K $90K
PLTR
Palantir Technologies Inc.

Technology
65
New
$36.46 - $82.38 $2.37K - $5.35K
65 $4K
USFD
Us Foods Holding Corp.

Consumer Defensive
50
New
$60.65 - $72.33 $3.03K - $3.62K
50 $3K
XEL
Xcel Energy Inc

Utilities
10
+ 0.84%
$62.16 - $72.92 $622 - $729
1.2K $80K
TLRY
Tilray Brands, Inc.

Healthcare
2.7K
New
$1.16 - $1.77 $3.13K - $4.78K
2.7K $3K
VHT
Vanguard Health Care ETF

ETFs
13
New
$250.81 - $283.3 $3.26K - $3.68K
13 $3K
ATKR
Atkore Inc.

Industrials
45
New
$82.02 - $104.45 $3.69K - $4.7K
45 $3K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
78
New
$40.28 - $44.96 $3.14K - $3.51K
78 $3K
REK
Proshares Tr Short Real Estate

ETFs
172
New
$16.04 - $18.16 $2.76K - $3.12K
172 $2K
ITB
Ishares Tr

ETFs
22
New
$103.31 - $129.34 $2.27K - $2.85K
22 $2K
GPC
Genuine Parts CO

Consumer Cyclical
20
New
$113.11 - $143.63 $2.26K - $2.87K
20 $2K
CMCSA
Comcast Corp

Communication Services
79
New
$37.39 - $45.14 $2.95K - $3.57K
79 $2K
REZ
Ishares Tr Residential And Mul

ETFs
27
New
$79.04 - $89.77 $2.13K - $2.42K
27 $2K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.74%
$323.08 - $349.08 $323 - $349
137 $45K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.8%
$107.89 - $125.33 $108 - $125
126 $14K
DNLI
Denali Therapeutics Inc.

Healthcare
80
New
$20.24 - $31.58 $1.62K - $2.53K
80 $1K
STM
St Microelectronics N.V.

Technology
67
New
$24.48 - $28.92 $1.64K - $1.94K
67 $1K
DAL
Delta Air Lines, Inc.

Industrials
33
New
$47.46 - $65.77 $1.57K - $2.17K
33 $1K
FLRN
Spdr Bloomberg Investment Grad

ETFs
45
New
$30.67 - $30.84 $1.38K - $1.39K
45 $1K
SONY
Sony Group Corp

Technology
50
New
$17.53 - $96.8 $877 - $4.84K
50 $1K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22
New
$58.88 - $64.8 $1.3K - $1.43K
22 $1K
IYJ
Ishares Tr

ETFs
2
+ 0.3%
$132.97 - $143.93 $266 - $288
675 $90K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
22
New
$46.33 - $48.6 $1.02K - $1.07K
22 $1K
IHDG
Wisdomtree Tr

ETFs
38
New
$43.38 - $46.0 $1.65K - $1.75K
38 $1K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
62
+ 1.62%
$23.25 - $23.56 $1.44K - $1.46K
3.88K $90K
SLB
Schlumberger Limited

Energy
110
+ 9.63%
$36.83 - $45.59 $4.05K - $5.01K
1.25K $48K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.53%
$100.18 - $109.1 $100 - $109
188 $19K
ALB
Albemarle Corp

Basic Materials
4
New
$86.08 - $111.3 $344 - $445
4 $0
COST
Costco Wholesale Corp

Consumer Defensive
1
New
$873.59 - $994.69 $874 - $995
1 $0
ABBV
Abb Vie Inc.

Healthcare
3
New
$164.99 - $203.87 $495 - $612
3 $0
CCI
Crown Castle International Corp

Real Estate
4
New
$89.78 - $119.11 $359 - $476
4 $0
AMT
American Tower Corp

Real Estate
3
New
$179.4 - $232.01 $538 - $696
3 $0
SWKS
Skyworks Solutions, Inc.

Technology
5
New
$83.18 - $99.15 $416 - $496
5 $0
AXP
American Express CO

Financial Services
3
New
$267.35 - $305.57 $802 - $917
3 $0
CVS
Cvs Health Corp

Healthcare
9
New
$43.78 - $67.46 $394 - $607
9 $0
SBUX
Starbucks Corp

Consumer Cyclical
3
New
$87.44 - $102.5 $262 - $308
3 $0
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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