Vista Finance, LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $58.4 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $11M, Ishares Msci Emerging Markets with a value of $8.84M, Alps ETF Tr Alerian Mlp ETF with a value of $7.35M, Utilities Sector Spdr with a value of $6.31M, and Ishs Msci Malaysia ETF with a value of $4.14M.

Examining the 13F form we can see an increase of $8.32M in the current position value, from $50.1M to 58.4M.

Below you can find more details about Vista Finance, LLC portfolio as well as his latest detailed transactions.

Portfolio value $58.4 Million
ETFs: $51 Million
Healthcare: $2.35 Million
Technology: $2.01 Million
Consumer Cyclical: $1.67 Million
Financial Services: $776,000
Communication Services: $291,000
Basic Materials: $272,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $58.4 Million
  • Prior Value $50.1 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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