Vista Investment Partners Ii, LLC Purchases in Q1 2025

Vista Investment Partners Ii, LLC

  • $181 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
23.8K
+ 140.51%
$239.27 - $396.5 $5.7M - $9.45M
40.8K $11.8B
DRI
Darden Restaurants Inc

Consumer Cyclical
8.2K
New
$180.02 - $208.56 $1.48M - $1.71M
8.2K $1.7B
TNL
Travel & Leisure Co.

Consumer Cyclical
30.3K
New
$46.29 - $57.86 $1.4M - $1.76M
30.3K $1.4B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.6K
New
$81.83 - $82.73 $1.19M - $1.21M
14.6K $1.21B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.12K
+ 6.72%
$132.75 - $177.12 $282K - $376K
33.7K $5.15B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
237
+ 8.16%
$1187.71 - $1432.58 $281K - $340K
3.14K $4.5B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3K
+ 13.35%
$88.0 - $115.5 $264K - $347K
25.5K $2.91B
GLD
Spdr Gold Trust

ETFs
2.79K
+ 250.99%
$243.19 - $288.14 $679K - $804K
3.9K $1.12B
ABC
Amerisourcebergen Corp

Healthcare
1.25K
+ 14.21%
N/A
10K $2.79B
MSI
Motorola Solutions, Inc.

Technology
1.99K
+ 79.2%
$411.73 - $482.1 $819K - $958K
4.5K $1.97B
AVGO
Broadcom Inc.

Technology
5.39K
+ 231.41%
$167.43 - $244.7 $902K - $1.32M
7.71K $1.29B
LLY
Eli Lilly & CO

Healthcare
82
+ 0.72%
$725.72 - $929.72 $59.5K - $76.2K
11.5K $9.53B
IPKW
Invesco ETF Tr Ii Internationa

ETFs
12.8K
New
$39.44 - $47.66 $504K - $609K
12.8K $583M
HCA
Hca Healthcare, Inc.

Healthcare
989
+ 23.99%
$296.7 - $345.55 $293K - $342K
5.11K $1.77B
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.01K
New
$100.56 - $108.28 $504K - $543K
5.01K $517M
FYC
First Trust Small Cap Growth A

ETFs
7.49K
New
$68.13 - $80.57 $511K - $604K
7.49K $516M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.35K
New
$210.19 - $243.33 $494K - $572K
2.35K $496M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5.53K
+ 17.83%
$54.94 - $69.15 $304K - $382K
36.6K $2.19B
Ishares Bitcoin Trust ETF
9.91K
+ 142.7%
N/A
16.8K $789M
BFIX
Build Fds Tr Bd Innovation ETF
15K
New
$24.72 - $25.02 $371K - $375K
15K $375M
KR
Kroger CO

Consumer Defensive
520
+ 1.15%
$58.36 - $67.72 $30.3K - $35.2K
45.8K $3.1B
ZTS
Zoetis Inc.

Healthcare
1.88K
+ 16.29%
$156.48 - $175.67 $294K - $330K
13.4K $2.21B
MA
Mastercard Inc

Financial Services
378
+ 7.06%
$504.67 - $576.31 $191K - $218K
5.73K $3.14B
KO
Coca Cola CO

Consumer Defensive
4.35K
New
$60.81 - $72.32 $265K - $315K
4.35K $312M
PHM
Pultegroup Inc

Consumer Cyclical
3.32K
+ 37.76%
$101.09 - $118.51 $336K - $394K
12.1K $1.25B
PAYX
Paychex Inc

Industrials
257
+ 1.48%
$136.06 - $154.52 $35K - $39.7K
17.6K $2.72B
CB
Chubb LTD

Financial Services
158
+ 1.79%
$257.71 - $301.99 $40.7K - $47.7K
9K $2.72B
RTX
Raytheon Technologies Corp

Industrials
2.07K
New
$114.1 - $135.66 $236K - $281K
2.07K $274M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.86K
+ 4.94%
$95.85 - $99.25 $178K - $184K
39.4K $3.9B
Thomson Reuters Corp
196
+ 1.19%
N/A
16.7K $2.88B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.1K
+ 24.55%
$58.01 - $64.46 $180K - $200K
15.7K $976M
GWW
W.W. Grainger, Inc.

Industrials
332
+ 20.04%
$953.54 - $1132.42 $317K - $376K
1.99K $1.96B
ERIE
Erie Indemnity CO

Financial Services
500
+ 66.67%
$377.62 - $450.61 $189K - $225K
1.25K $524M
DUK
Duke Energy Corp

Utilities
1.23K
+ 28.27%
$105.87 - $121.97 $130K - $150K
5.57K $679M
HWM
Howmet Aerospace Inc.

Industrials
1.58K
New
$110.79 - $139.39 $175K - $221K
1.58K $205M
UNP
Union Pacific Corp

Industrials
863
New
$225.21 - $254.42 $194K - $220K
863 $204M
CINF
Cincinnati Financial Corp

Financial Services
1.37K
New
$133.67 - $147.81 $183K - $202K
1.37K $202M
VB
Vanguard Small Cap ETF

ETFs
888
+ 86.05%
$217.89 - $252.64 $193K - $224K
1.92K $426M
ADP
Automatic Data Processing Inc

Industrials
114
+ 1.1%
$286.85 - $318.64 $32.7K - $36.3K
10.4K $3.19B
VO
Vanguard Mid Cap ETF

ETFs
654
+ 37.14%
$251.87 - $277.95 $165K - $182K
2.42K $625M
HD
Home Depot, Inc.

Consumer Cyclical
789
+ 11.45%
$347.25 - $424.87 $274K - $335K
7.68K $2.81B
ABBV
Abb Vie Inc.

Healthcare
224
+ 9.6%
$169.2 - $216.66 $37.9K - $48.5K
2.56K $536M
XOM
Exxon Mobil Corp

Energy
120
+ 1.29%
$105.44 - $118.93 $12.7K - $14.3K
9.42K $1.12B
TJX
Tjx Companies Inc

Consumer Cyclical
684
+ 2.89%
$112.81 - $126.16 $77.2K - $86.3K
24.3K $2.96B
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
19.7K
New
$4.81 - $5.25 $94.9K - $104K
19.7K $97.7M
MCD
Mcdonalds Corp

Consumer Cyclical
91
+ 4.2%
$279.74 - $321.29 $25.5K - $29.2K
2.26K $705M
MAR
Marriott International Inc

Consumer Cyclical
1.32K
+ 22.49%
$237.01 - $304.45 $313K - $402K
7.2K $1.71B
SO
Southern CO

Utilities
21
+ 0.38%
$80.96 - $92.96 $1.7K - $1.95K
5.59K $514M
SHEL
Shell PLC

Energy
8
+ 0.18%
$62.84 - $73.29 $503 - $586
4.53K $332M
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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