Vista Investment Management Reduced Holdings in Q1 2025

Vista Investment Management

  • $243 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-352
- 2.77%
$542.38 - $646.34 $191K - $228K
12.4K $6.71M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.01K
- 5.84%
$168.84 - $202.89 $170K - $205K
16.3K $2.86M
STZ
Constellation Brands, Inc.

Consumer Defensive
-12
- 0.1%
$161.05 - $222.93 $1.93K - $2.68K
11.5K $2.1M
WCC
Wesco International Inc

Industrials
-135
- 0.9%
$155.3 - $199.95 $21K - $27K
14.8K $2.3M
AAPL
Apple Inc.

Technology
-254
- 2.27%
$209.68 - $247.1 $53.3K - $62.8K
10.9K $2.43M
JPM
Jpmorgan Chase & CO

Financial Services
-1.96K
- 8.38%
$225.19 - $279.95 $440K - $548K
21.4K $5.25M
DIS
Walt Disney CO

Communication Services
-222
- 1.01%
$96.87 - $114.0 $21.5K - $25.3K
21.7K $2.14M
GOOG
Alphabet Inc.

Communication Services
-900
- 19.69%
$156.06 - $207.71 $140K - $187K
3.67K $573K
MCHP
Microchip Technology Inc

Technology
-977
- 3.65%
$48.41 - $64.3 $47.3K - $62.8K
25.8K $1.25M
MSFT
Microsoft Corp

Technology
-145
- 3.4%
$375.39 - $447.2 $54.4K - $64.8K
4.12K $1.55M
ABR
Arbor Realty Trust Inc

Real Estate
-5.19K
- 6.04%
$11.68 - $13.98 $60.6K - $72.5K
80.6K $947K
VOX
Vanguard Communication Service

ETFs
-426
- 1.62%
$147.73 - $169.24 $62.9K - $72.1K
25.9K $3.84M
VRIG
Invesco Actively Managed ETF F

ETFs
-8.05K
- 7.06%
$25.06 - $25.19 $202K - $203K
106K $2.66M
LOW
Lowes Companies Inc

Consumer Cyclical
-145
- 1.22%
$222.66 - $268.42 $32.3K - $38.9K
11.8K $2.75M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-6.11K
- 32.7%
$30.71 - $30.87 $188K - $189K
12.6K $387K
XLK
Technology Sector Spdr

ETFs
-53
- 0.79%
$206.38 - $242.18 $10.9K - $12.8K
6.62K $1.37M
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
-5.74K
- 8.34%
$51.68 - $58.59 $297K - $336K
63.1K $3.57M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-897
- 9.5%
$81.1 - $94.7 $72.7K - $84.9K
8.55K $693K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-90
- 1.85%
$497.6 - $606.74 $44.8K - $54.6K
4.77K $2.38M
VCR
Vanguard Consumer Discretionar

ETFs
-35
- 1.3%
$318.51 - $391.75 $11.1K - $13.7K
2.66K $866K
MRK
Merck & Co., Inc.

Healthcare
-456
- 4.33%
$83.01 - $101.02 $37.9K - $46.1K
10.1K $904K
FIS
Fidelity National Information Services, Inc.

Technology
-724
- 5.8%
$68.12 - $83.42 $49.3K - $60.4K
11.8K $877K
AMZN
Amazon Com Inc

Consumer Cyclical
-178
- 6.09%
$190.26 - $242.06 $33.9K - $43.1K
2.75K $522K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-367
- 1.4%
$64.88 - $72.1 $23.8K - $26.5K
25.9K $1.7M
DFS
Discover Financial Services

Financial Services
-467
- 4.69%
$152.99 - $203.25 $71.4K - $94.9K
9.5K $1.62M
ORCL
Oracle Corp

Technology
-74
- 2.24%
$139.81 - $186.47 $10.3K - $13.8K
3.23K $451K
COF
Capital One Financial Corp

Financial Services
-604
- 5.13%
$163.87 - $209.82 $99K - $127K
11.2K $2M
COLB
Columbia Banking System, Inc.

Financial Services
-1.42K
- 5.28%
$23.89 - $28.84 $33.9K - $40.9K
25.4K $633K
CSX
Csx Corp

Industrials
-124
- 0.42%
$29.11 - $33.67 $3.61K - $4.18K
29.3K $862K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-1.75K
- 27.97%
$44.99 - $47.69 $78.6K - $83.3K
4.5K $204K
GPN
Global Payments Inc

Industrials
-220
- 5.33%
$92.18 - $113.03 $20.3K - $24.9K
3.91K $382K
JLL
Jones Lang Lasalle Inc

Real Estate
-200
- 5.25%
$238.0 - $284.76 $47.6K - $57K
3.61K $893K
IVV
Ishares Core S&P 500 ETF

ETFs
-11
- 0.54%
$554.06 - $615.85 $6.09K - $6.77K
2.02K $1.13M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-7.44K
- 1.81%
$20.05 - $20.4 $149K - $152K
403K $8.21M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-3.99K
- 2.16%
$19.43 - $19.62 $77.5K - $78.2K
180K $3.53M
ADBE
Adobe Inc.

Technology
-10
- 1.14%
$377.84 - $464.11 $3.78K - $4.64K
865 $331K
AXP
American Express CO

Financial Services
-102
- 9.41%
$255.39 - $325.87 $26K - $33.2K
982 $264K
UPS
United Parcel Service Inc

Industrials
-79
- 2.69%
$109.66 - $136.26 $8.66K - $10.8K
2.86K $314K
MUB
Ishares National Muni Bond ETF

ETFs
-453
- 15.24%
$104.71 - $107.69 $47.4K - $48.8K
2.52K $265K
INGR
Ingredion Inc

Consumer Defensive
-187
- 1.72%
$125.6 - $137.36 $23.5K - $25.7K
10.7K $1.45M
WFC
Wells Fargo & Company

Financial Services
-1.22K
- 4.79%
$66.78 - $81.42 $81.6K - $99.5K
24.3K $1.74M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-511
- 1.34%
$47.4 - $50.24 $24.2K - $25.7K
37.7K $1.82M
GS
Goldman Sachs Group Inc

Financial Services
-6
- 0.37%
$524.81 - $672.19 $3.15K - $4.03K
1.61K $878K
FNB
Fnb Corp

Financial Services
-898
- 3.77%
$13.08 - $15.95 $11.7K - $14.3K
22.9K $307K
TOWN
Towne Bank (Va)

Financial Services
-1.35K
- 6.64%
$32.13 - $37.51 $43.4K - $50.6K
19K $648K
TXN
Texas Instruments Inc

Technology
-214
- 4.84%
N/A
4.21K $818K
SVOL
Simplify ETF Simplify Volatili

ETFs
-248
- 1.98%
$17.92 - $21.7 $4.44K - $5.38K
12.3K $223K
CSCO
Cisco Systems, Inc.

Technology
-1.72K
- 6.11%
$58.74 - $64.87 $101K - $112K
26.4K $1.63M
VAW
Vanguard Materials ETF

ETFs
-223
- 2.83%
$185.71 - $202.46 $41.4K - $45.1K
7.67K $1.45M
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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