Vista Investment Management Purchases in Q3 2024

Vista Investment Management

  • $252 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.1K
+ 30.36%
$91.42 - $91.82 $923K - $927K
43.4K $3.98M
BSCU
Invesco Exc Self Ind Tr

ETFs
34.8K
+ 10.86%
$16.19 - $17.05 $563K - $593K
355K $6.02M
SPIB
Spdr Portfolio Intermediate Te

ETFs
14.8K
+ 7.76%
$32.36 - $33.78 $479K - $500K
205K $6.92M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.9K
+ 11.16%
$50.52 - $50.95 $700K - $706K
138K $7.02M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
2.22K
+ 3.5%
$37.96 - $50.55 $84.3K - $112K
65.7K $3.15M
LOW
Lowes Companies Inc

Consumer Cyclical
153
+ 1.28%
$213.3 - $270.78 $32.6K - $41.4K
12.1K $3.28M
LVS
Las Vegas Sands Corp

Consumer Cyclical
7.3K
+ 22.13%
$37.86 - $51.12 $276K - $373K
40.3K $2.03M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13.8K
+ 3.39%
$19.92 - $20.67 $274K - $284K
419K $8.61M
FBIZ
First Business Financial Services, Inc.

Financial Services
355
+ 0.62%
$35.25 - $46.04 $12.5K - $16.3K
57.6K $2.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
315
+ 0.74%
$105.53 - $118.34 $33.2K - $37.3K
42.9K $5.02M
CRM
Salesforce, Inc.

Technology
1.65K
+ 197.13%
$238.42 - $276.53 $393K - $456K
2.49K $680K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
360
+ 1.01%
$144.27 - $157.55 $51.9K - $56.7K
36.1K $5.69M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
11.9K
+ 5.16%
$18.36 - $19.08 $218K - $227K
242K $4.61M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.21K
+ 16.0%
$48.46 - $54.37 $252K - $283K
37.8K $2.03M
AAPL
Apple Inc.

Technology
434
+ 3.93%
$207.23 - $234.82 $89.9K - $102K
11.5K $2.67M
SPMD
Spdr Portfolio

ETFs
1.81K
+ 2.57%
$50.29 - $54.92 $90.8K - $99.1K
72K $3.94M
QUAL
Ishares Msci Usa Quality Facto

ETFs
341
+ 1.07%
$162.64 - $179.3 $55.5K - $61.1K
32.3K $5.8M
RTX
Raytheon Technologies Corp

Industrials
45
+ 0.29%
$99.55 - $123.34 $4.48K - $5.55K
15.5K $1.88M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.1K
New
$18.12 - $18.92 $291K - $304K
16.1K $302K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
753
+ 0.93%
$54.33 - $60.04 $40.9K - $45.2K
81.5K $4.89M
VOX
Vanguard Communication Service

ETFs
713
+ 2.82%
$129.82 - $145.39 $92.6K - $104K
26K $3.78M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
513
+ 0.46%
$76.94 - $79.54 $39.5K - $40.8K
112K $8.92M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.57K
New
$147.95 - $191.05 $233K - $301K
1.57K $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
80
+ 0.13%
$41.9 - $48.26 $3.35K - $3.86K
59.4K $2.84M
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
4.87K
New
$39.24 - $45.31 $191K - $220K
4.87K $215K
HD
Home Depot, Inc.

Consumer Cyclical
533
New
$333.64 - $405.2 $178K - $216K
533 $215K
WCC
Wesco International Inc

Industrials
434
+ 2.97%
$149.47 - $183.24 $64.9K - $79.5K
15K $2.53M
GPN
Global Payments Inc

Industrials
1.84K
+ 68.84%
$92.66 - $112.97 $170K - $208K
4.51K $462K
RSP
Invesco S&P 500 Equal Weight E

ETFs
897
+ 39.07%
$162.83 - $179.16 $146K - $161K
3.19K $572K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.05K
+ 1.72%
$33.74 - $37.96 $35.3K - $39.7K
62K $2.33M
VAW
Vanguard Materials ETF

ETFs
209
+ 2.76%
$189.89 - $213.71 $39.7K - $44.7K
7.77K $1.64M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
1.37K
+ 3.32%
$38.55 - $43.04 $53K - $59.1K
42.8K $1.83M
VEA
Vanguard Ftse Developed Market

ETFs
1.12K
+ 4.41%
$47.6 - $53.31 $53.1K - $59.4K
26.4K $1.39M
WPC
W. P. Carey Inc.

Real Estate
482
+ 3.35%
$54.63 - $63.96 $26.3K - $30.8K
14.9K $927K
ABR
Arbor Realty Trust Inc

Real Estate
1.91K
+ 2.22%
$12.89 - $15.66 $24.6K - $29.9K
88.1K $1.37M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.34K
+ 4.9%
$31.39 - $35.47 $42.1K - $47.6K
28.7K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.82%
$405.19 - $478.57 $6.89K - $8.14K
2.1K $964K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.15K
+ 11.12%
$50.25 - $50.74 $108K - $109K
21.5K $1.09M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.92K
+ 13.75%
$50.15 - $51.27 $96K - $98.2K
15.8K $812K
PEP
Pepsico Inc

Consumer Defensive
295
+ 2.47%
$161.9 - $179.3 $47.8K - $52.9K
12.2K $2.08M
ITB
Ishares Tr

ETFs
300
+ 13.62%
$97.52 - $128.64 $29.3K - $38.6K
2.5K $318K
FCOM
Fidelity Covington Tr Msci Com

ETFs
816
+ 4.81%
$49.09 - $55.08 $40.1K - $44.9K
17.8K $979K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.44K
+ 23.28%
$41.02 - $46.01 $59.2K - $66.3K
7.64K $347K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.51K
+ 11.09%
$50.61 - $50.96 $76.3K - $76.8K
15.1K $769K
DIS
Walt Disney CO

Communication Services
1.46K
+ 7.07%
$85.6 - $98.61 $125K - $144K
22.1K $2.13M
VHT
Vanguard Health Care ETF

ETFs
176
+ 12.43%
$261.88 - $288.1 $46.1K - $50.7K
1.59K $449K
SUB
Ishares Short Term National Mu

ETFs
525
+ 7.43%
$104.3 - $106.3 $54.8K - $55.8K
7.59K $805K
META
Meta Platforms, Inc.

Communication Services
12
+ 1.44%
$453.41 - $572.44 $5.44K - $6.87K
847 $484K
CSX
Csx Corp

Industrials
915
+ 3.15%
$32.48 - $35.45 $29.7K - $32.4K
29.9K $1.03M
Activity Summary
Buys All Purchases 73 New Holdings 6 Increased Positions 67 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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