Vista Capital Partners, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.49 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $4.63B, Vanguard Total Stock Market Et with a value of $326M, Vanguard Value ETF with a value of $142M, Vanguard Specialized Funds Van with a value of $118M, and Vanguard Growth ETF with a value of $85.8M.

Examining the 13F form we can see an increase of $561M in the current position value, from $4.93B to 5.49B.

Below you can find more details about Vista Capital Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $5.49 Billion
Financial Services: $4.63 Billion
ETFs: $803 Million
Technology: $24 Million
Healthcare: $10.4 Million
Consumer Cyclical: $9.45 Million
Consumer Defensive: $2.66 Million
Communication Services: $1.82 Million
Utilities: $1.82 Million
Other: $2.66 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $5.49 Billion
  • Prior Value $4.93 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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