Vista Finance, LLC Portfolio Holdings
Vista Finance, LLC
- $77.7 Million
- Q4 2024
Vista Finance, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $77.7 Million distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $15.3M, Ares Capital Corp with a value of $8.41M, Ishares Msci Emerging Markets with a value of $7.68M, Alps ETF Tr Alerian Mlp ETF with a value of $7.37M, and Utilities Sector Spdr with a value of $5.88M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $58.4M to 77.7M.
Below you can find more details about Vista Finance, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$77.7 Million
ETFs: $54.3 Million
Financial Services: $10.9 Million
Consumer Cyclical: $3.39 Million
Technology: $2.94 Million
Healthcare: $2.87 Million
Industrials: $1.35 Million
Real Estate: $713,000
Basic Materials: $472,000
Other: $871,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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