Vista Wealth Management Group, LLC Purchases in Q1 2025

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LAND
Gladstone Land Corp

Real Estate
10.2K
New
$10.4 - $11.84 $106K - $121K
10.2K $107K
AMGN
Amgen Inc

Healthcare
179
+ 17.65%
$258.59 - $327.36 $46.3K - $58.6K
1.19K $371K
MCK
Mckesson Corp

Healthcare
28
+ 3.38%
$566.21 - $672.99 $15.9K - $18.8K
856 $576K
SHEL
Shell PLC

Energy
891
+ 24.61%
$62.84 - $73.29 $56K - $65.3K
4.51K $330K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
56
+ 1.99%
$208.48 - $244.03 $11.7K - $13.7K
2.86K $698K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1K
+ 45.45%
$95.85 - $99.25 $95.9K - $99.3K
3.2K $315K
ABT
Abbott Laboratories

Healthcare
118
+ 2.77%
$111.1 - $140.22 $13.1K - $16.5K
4.38K $581K
GE
General Electric CO

Industrials
258
+ 20.66%
$168.59 - $212.13 $43.5K - $54.7K
1.51K $301K
CL
Colgate Palmolive CO

Consumer Defensive
864
+ 28.73%
$85.68 - $97.5 $74K - $84.2K
3.87K $362K
UMC
United Microelectronics Corp

Technology
12.4K
New
$5.69 - $7.15 $70.7K - $88.8K
12.4K $88K
T
At&T Inc.

Communication Services
895
+ 8.83%
$21.56 - $28.28 $19.3K - $25.3K
11K $311K
AWK
American Water Works Company, Inc.

Utilities
251
+ 14.83%
$121.01 - $149.31 $30.4K - $37.5K
1.94K $286K
VEA
Vanguard Ftse Developed Market

ETFs
28
+ 0.13%
$47.4 - $52.99 $1.33K - $1.48K
21.7K $1.11M
IBM
International Business Machines Corp

Technology
124
+ 8.06%
$217.4 - $264.74 $27K - $32.8K
1.66K $413K
SONY
Sony Group Corp

Technology
975
+ 9.4%
$19.88 - $25.64 $19.4K - $25K
11.3K $288K
GILD
Gilead Sciences, Inc.

Healthcare
156
+ 6.28%
$89.14 - $117.41 $13.9K - $18.3K
2.64K $296K
PGRE
Paramount Group, Inc.

Real Estate
15.5K
New
$3.99 - $5.04 $61.7K - $77.9K
15.5K $66K
PINS
Pinterest, Inc.

Communication Services
1.26K
+ 10.78%
$29.79 - $40.0 $37.5K - $50.4K
12.9K $401K
BSX
Boston Scientific Corp

Healthcare
122
+ 3.26%
$89.38 - $106.18 $10.9K - $13K
3.86K $389K
IBN
Icici Bank LTD

Financial Services
1.29K
+ 13.51%
$27.55 - $31.67 $35.4K - $40.7K
10.8K $340K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 2.68%
$890.62 - $1076.86 $23.2K - $28K
996 $941K
TTWO
Take Two Interactive Software Inc

Communication Services
51
+ 2.94%
$178.61 - $217.95 $9.11K - $11.1K
1.78K $369K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.42K
+ 8.83%
$11.66 - $14.98 $16.5K - $21.2K
17.5K $237K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
333
+ 1.48%
$76.94 - $78.28 $25.6K - $26.1K
22.9K $1.79M
HOOD
Robinhood Markets, Inc.

Technology
131
+ 1.36%
$35.63 - $65.28 $4.67K - $8.55K
9.79K $407K
PEP
Pepsico Inc

Consumer Defensive
328
+ 11.29%
$142.64 - $156.42 $46.8K - $51.3K
3.23K $484K
MCD
Mcdonalds Corp

Consumer Cyclical
71
+ 7.91%
$279.74 - $321.29 $19.9K - $22.8K
969 $302K
KR
Kroger CO

Consumer Defensive
272
+ 7.58%
$58.36 - $67.72 $15.9K - $18.4K
3.86K $261K
PAYX
Paychex Inc

Industrials
52
+ 2.17%
$136.06 - $154.52 $7.08K - $8.04K
2.44K $376K
VRSK
Verisk Analytics, Inc.

Industrials
51
+ 4.97%
$268.63 - $301.33 $13.7K - $15.4K
1.08K $320K
BR
Broadridge Financial Solutions, Inc.

Technology
20
+ 1.09%
$221.46 - $244.83 $4.43K - $4.9K
1.86K $450K
PSX
Phillips 66

Energy
132
+ 6.95%
$113.93 - $131.55 $15K - $17.4K
2.03K $250K
NOK
Nokia Corp

Technology
1.12K
+ 3.84%
$4.43 - $5.42 $4.96K - $6.06K
30.2K $159K
TTE
Total Energies Se

Energy
440
+ 11.67%
N/A
4.21K $288K
RBLX
Roblox Corp

Communication Services
48
+ 0.08%
$53.77 - $75.47 $2.58K - $3.62K
59.8K $3.49M
WMT
Walmart Inc.

Consumer Defensive
576
+ 6.76%
$84.5 - $105.05 $48.7K - $60.5K
9.09K $798K
TXN
Texas Instruments Inc

Technology
142
+ 3.57%
N/A
4.12K $801K
CSCO
Cisco Systems, Inc.

Technology
81
+ 1.0%
$58.74 - $64.87 $4.76K - $5.25K
8.15K $503K
PG
Procter & Gamble CO

Consumer Defensive
25
+ 0.35%
$158.56 - $176.26 $3.96K - $4.41K
7.24K $1.23M
TM
Toyota Motor Corp

Consumer Cyclical
286
+ 20.91%
$176.53 - $195.35 $50.5K - $55.9K
1.65K $291K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
424
+ 4.05%
$14.13 - $16.72 $5.99K - $7.09K
10.9K $168K
UNP
Union Pacific Corp

Industrials
33
+ 3.02%
$225.21 - $254.42 $7.43K - $8.4K
1.13K $265K
NMR
Nomura Holdings Inc

Financial Services
1.85K
+ 18.19%
$5.56 - $6.98 $10.3K - $12.9K
12K $73K
MU
Micron Technology Inc

Technology
56
+ 1.76%
$86.89 - $109.38 $4.87K - $6.13K
3.24K $281K
TJX
Tjx Companies Inc

Consumer Cyclical
71
+ 2.07%
$112.81 - $126.16 $8.01K - $8.96K
3.51K $427K
AVGO
Broadcom Inc.

Technology
1.25K
+ 40.89%
$167.43 - $244.7 $210K - $307K
4.32K $722K
QCOM
Qualcomm Inc

Technology
70
+ 3.69%
$151.94 - $175.86 $10.6K - $12.3K
1.97K $302K
C
Citigroup Inc

Financial Services
87
+ 2.41%
$67.23 - $84.63 $5.85K - $7.36K
3.7K $262K
FISV
Fiserv Inc

Technology
55
+ 2.26%
N/A
2.49K $311K
Activity Summary
Buys All Purchases 156 New Holdings 18 Increased Positions 138 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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