Vista Investment Management Purchases in Q1 2025

Vista Investment Management

  • $243 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.2K
+ 26.25%
$91.45 - $91.75 $935K - $938K
49.2K $4.51M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.3K
+ 176.35%
$165.25 - $224.62 $546K - $742K
5.18K $859K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
15.1K
+ 6.81%
$25.44 - $25.58 $384K - $386K
237K $6.05M
NVO
Novo Nordisk A S

Healthcare
7.02K
+ 77.72%
$69.3 - $90.95 $487K - $639K
16.1K $1.12M
BSCU
Invesco Exc Self Ind Tr

ETFs
14.2K
+ 3.36%
$16.2 - $16.64 $230K - $236K
437K $7.26M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
967
+ 2.13%
$39.44 - $47.66 $38.1K - $46.1K
46.4K $2.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.85K
+ 1.61%
$77.7 - $78.94 $143K - $146K
116K $9.17M
GLD
Spdr Gold Trust

ETFs
808
New
$243.19 - $288.14 $196K - $233K
808 $232K
CVS
Cvs Health Corp

Healthcare
3.17K
New
$44.22 - $68.64 $140K - $217K
3.17K $214K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.27K
+ 15.2%
$50.39 - $50.66 $165K - $165K
24.7K $1.25M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.27K
+ 0.57%
$32.5 - $33.3 $41.3K - $42.3K
223K $7.43M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
721
+ 1.23%
$42.5 - $46.71 $30.6K - $33.7K
59.4K $2.69M
VEA
Vanguard Ftse Developed Market

ETFs
368
+ 1.38%
$47.4 - $52.99 $17.4K - $19.5K
27K $1.37M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.67K
+ 3.82%
$50.44 - $50.7 $84.3K - $84.8K
45.5K $2.31M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.87K
+ 1.53%
$18.54 - $18.88 $71.8K - $73.1K
257K $4.8M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
8
+ 0.02%
$152.57 - $163.66 $1.22K - $1.31K
36.2K $5.68M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.29K
+ 0.84%
$50.48 - $51.04 $65.2K - $65.9K
156K $7.91M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
750
+ 6.02%
$50.72 - $50.92 $38K - $38.2K
13.2K $671K
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.9K
+ 5.45%
$55.48 - $59.47 $105K - $113K
36.7K $2.08M
VHT
Vanguard Health Care ETF

ETFs
54
+ 2.58%
$254.06 - $273.83 $13.7K - $14.8K
2.15K $568K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.68K
+ 8.27%
$18.18 - $18.58 $30.5K - $31.1K
21.9K $406K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
700
+ 4.32%
$49.69 - $50.76 $34.8K - $35.5K
16.9K $846K
XLB
Select Sector Spdr Fd Material

ETFs
22
+ 0.24%
$83.19 - $90.99 $1.83K - $2K
9.26K $796K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 0.15%
$126.11 - $135.06 $1.26K - $1.35K
6.81K $877K
IEMG
Ishares Inc

ETFs
3
+ 0.02%
N/A
13.3K $712K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
272
+ 0.86%
N/A
31.8K $0
Orrstown Finl Svcs Inc
444
+ 5.88%
N/A
7.99K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
3.72K
+ 40.61%
N/A
12.9K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
16.4K
+ 43.0%
N/A
54.6K $0
Kenvue Inc
9.16K
New
N/A
9.16K $0
LHX
L3 Harris Technologies, Inc.

Industrials
5
+ 0.44%
$194.65 - $222.86 $973 - $1.11K
1.14K $238K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
569
+ 6.29%
$40.03 - $46.81 $22.8K - $26.6K
9.62K $392K
PEP
Pepsico Inc

Consumer Defensive
28
+ 0.24%
$142.64 - $156.42 $3.99K - $4.38K
11.6K $1.74M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
129
+ 1.45%
$67.03 - $74.61 $8.65K - $9.62K
9.01K $612K
TM
Toyota Motor Corp

Consumer Cyclical
76
+ 3.65%
$176.53 - $195.35 $13.4K - $14.8K
2.16K $381K
FCOM
Fidelity Covington Tr Msci Com

ETFs
117
+ 0.66%
$55.97 - $64.13 $6.55K - $7.5K
17.9K $1.01M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.07%
$522.96 - $601.18 $523 - $601
1.5K $801K
AUB
Atlantic Union Bankshares Corp

Financial Services
129
+ 1.42%
$30.68 - $39.07 $3.96K - $5.04K
9.2K $286K
FCN
Fti Consulting, Inc

Industrials
25
+ 0.86%
$160.54 - $198.75 $4.01K - $4.97K
2.94K $482K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.09%
$217.89 - $252.64 $872 - $1.01K
4.66K $1.03M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
576
+ 0.71%
$58.38 - $64.16 $33.6K - $37K
82.2K $4.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
635
+ 1.5%
$57.21 - $65.8 $36.3K - $41.8K
42.9K $2.5M
SPMD
Spdr Portfolio

ETFs
1.17K
+ 1.6%
$50.21 - $57.73 $58.5K - $67.3K
74.1K $3.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
75
+ 0.23%
$168.16 - $186.21 $12.6K - $14K
32.5K $5.55M
BFH
Bread Financial Holdings, Inc.

Financial Services
345
+ 1.6%
$46.51 - $65.07 $16K - $22.4K
21.8K $1.09M
GOOGL
Alphabet Inc.

Communication Services
142
+ 1.24%
$154.33 - $206.19 $21.9K - $29.3K
11.6K $1.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
365
+ 0.87%
$102.49 - $119.96 $37.4K - $43.8K
42.5K $4.45M
LVS
Las Vegas Sands Corp

Consumer Cyclical
911
+ 2.21%
$38.18 - $50.93 $34.8K - $46.4K
42.1K $1.63M
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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