Vista Private Wealth Partners. LLC New Holdings 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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
47.3K
New
$55.45 - $61.08 $2.62M - $2.89M
47.3K $2.62M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.06K
New
$77.25 - $91.3 $81.7K - $96.6K
1.06K $90K
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
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
CRWD
Crowd Strike Holdings, Inc.

Technology
82
New
$275.15 - $388.2 $22.6K - $31.8K
82 $28K
JBBB
Janus Detroit Str Tr Henderson

ETFs
516
New
$48.59 - $49.45 $25.1K - $25.5K
516 $25K
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
VST
Vistra Corp.

Utilities
130
New
$115.74 - $166.61 $15K - $21.7K
130 $17K
WDAY
Workday, Inc.

Technology
68
New
$233.85 - $279.91 $15.9K - $19K
68 $17K
CEG
Constellation Energy Corp

Utilities
80
New
$224.28 - $285.52 $17.9K - $22.8K
80 $17K
AIQ
Global X Funds Global X Artifi

ETFs
425
New
$36.57 - $40.57 $15.5K - $17.2K
425 $16K
IWS
Ishares Russell Midcap Value E

ETFs
100
New
$128.08 - $140.32 $12.8K - $14K
100 $12K
EW
Edwards Lifesciences Corp

Healthcare
150
New
$64.54 - $75.92 $9.68K - $11.4K
150 $11K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
198
New
$41.09 - $45.94 $8.14K - $9.1K
198 $8K
TJX
Tjx Companies Inc

Consumer Cyclical
74
New
$112.15 - $127.2 $8.3K - $9.41K
74 $8K
VT
Vanguard Total World Stk Index

ETFs
70
New
$117.09 - $123.07 $8.2K - $8.61K
70 $8K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
80
New
$108.28 - $117.54 $8.66K - $9.4K
80 $8K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
24
New
$340.59 - $380.5 $8.17K - $9.13K
24 $8K
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
DXCM
Dexcom Inc

Healthcare
84
New
$65.68 - $81.01 $5.52K - $6.8K
84 $6K
VTR
Ventas, Inc.

Real Estate
105
New
$57.73 - $66.48 $6.06K - $6.98K
105 $6K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
323
New
$21.02 - $21.57 $6.79K - $6.97K
323 $6K
NET
Cloudflare, Inc.

Technology
53
New
$78.11 - $117.56 $4.14K - $6.23K
53 $5K
VONG
Vanguard Russell 1000 Growth E

ETFs
56
New
$95.27 - $107.82 $5.34K - $6.04K
56 $5K
PLTR
Palantir Technologies Inc.

Technology
65
New
$36.46 - $82.38 $2.37K - $5.35K
65 $4K
IFRA
Ishares Tr

ETFs
100
New
$45.94 - $51.71 $4.59K - $5.17K
100 $4K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
78
New
$40.28 - $44.96 $3.14K - $3.51K
78 $3K
VHT
Vanguard Health Care ETF

ETFs
13
New
$250.81 - $283.3 $3.26K - $3.68K
13 $3K
USFD
Us Foods Holding Corp.

Consumer Defensive
50
New
$60.65 - $72.33 $3.03K - $3.62K
50 $3K
TLRY
Tilray Brands, Inc.

Healthcare
2.7K
New
$1.16 - $1.77 $3.13K - $4.78K
2.7K $3K
ATKR
Atkore Inc.

Industrials
45
New
$82.02 - $104.45 $3.69K - $4.7K
45 $3K
ITB
Ishares Tr

ETFs
22
New
$103.31 - $129.34 $2.27K - $2.85K
22 $2K
REZ
Ishares Tr Residential And Mul

ETFs
27
New
$79.04 - $89.77 $2.13K - $2.42K
27 $2K
CMCSA
Comcast Corp

Communication Services
79
New
$37.39 - $45.14 $2.95K - $3.57K
79 $2K
REK
Proshares Tr Short Real Estate

ETFs
172
New
$16.04 - $18.16 $2.76K - $3.12K
172 $2K
GPC
Genuine Parts CO

Consumer Cyclical
20
New
$113.11 - $143.63 $2.26K - $2.87K
20 $2K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
22
New
$46.33 - $48.6 $1.02K - $1.07K
22 $1K
SONY
Sony Group Corp

Technology
50
New
$17.53 - $96.8 $877 - $4.84K
50 $1K
FLRN
Spdr Bloomberg Investment Grad

ETFs
45
New
$30.67 - $30.84 $1.38K - $1.39K
45 $1K
DAL
Delta Air Lines, Inc.

Industrials
33
New
$47.46 - $65.77 $1.57K - $2.17K
33 $1K
IHDG
Wisdomtree Tr

ETFs
38
New
$43.38 - $46.0 $1.65K - $1.75K
38 $1K
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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