Vista Wealth Management Group, LLC New Holdings in Q1 2025

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.86K
New
$100.34 - $100.68 $689K - $691K
6.86K $690K
INTC
Intel Corp

Technology
12.4K
New
$19.1 - $27.39 $237K - $340K
12.4K $281K
AOA
Ishares Tr Core Aggressive All

ETFs
3.44K
New
$75.7 - $80.01 $261K - $275K
3.44K $263K
AZN
Astrazeneca PLC

Healthcare
3.24K
New
$65.37 - $77.96 $212K - $253K
3.24K $238K
MO
Altria Group, Inc.

Consumer Defensive
3.82K
New
$50.81 - $60.02 $194K - $229K
3.82K $229K
PGR
Progressive Corp

Financial Services
784
New
$235.61 - $291.22 $185K - $228K
784 $221K
RELX
Relx PLC

Communication Services
4.33K
New
$45.34 - $51.91 $196K - $225K
4.33K $218K
IHDG
Wisdomtree Tr

ETFs
4.85K
New
$43.4 - $47.51 $211K - $231K
4.85K $212K
MFC
Manulife Financial Corp

Financial Services
6.66K
New
$28.41 - $31.82 $189K - $212K
6.66K $207K
JLL
Jones Lang Lasalle Inc

Real Estate
814
New
$238.0 - $284.76 $194K - $232K
814 $201K
ROP
Roper Technologies Inc

Industrials
340
New
$502.71 - $593.81 $171K - $202K
340 $200K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
13.2K
New
$9.49 - $14.83 $125K - $196K
13.2K $180K
LAND
Gladstone Land Corp

Real Estate
10.2K
New
$10.4 - $11.84 $106K - $121K
10.2K $107K
UMC
United Microelectronics Corp

Technology
12.4K
New
$5.69 - $7.15 $70.7K - $88.8K
12.4K $88K
PGRE
Paramount Group, Inc.

Real Estate
15.5K
New
$3.99 - $5.04 $61.7K - $77.9K
15.5K $66K
Blackrock Inc
230
New
N/A
230 $0
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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