Vista Investment Management Reduced Holdings in Q1 2025

Vista Investment Management

  • $243 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-11
- 0.2%
$251.87 - $277.95 $2.77K - $3.06K
5.56K $1.44M
ARCC
Ares Capital Corp

Financial Services
-1.56K
- 11.54%
$21.28 - $23.81 $33.3K - $37.2K
12K $265K
RMD
Resmed Inc

Healthcare
-25
- 0.5%
$219.7 - $257.65 $5.49K - $6.44K
4.95K $1.11M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.88K
- 1.72%
$29.82 - $30.1 $56K - $56.5K
107K $3.22M
FBIZ
First Business Financial Services, Inc.

Financial Services
-1.63K
- 2.94%
$42.78 - $56.35 $69.6K - $91.6K
53.7K $2.53M
FISV
Fiserv Inc

Technology
-150
- 5.02%
N/A
2.84K $355K
META
Meta Platforms, Inc.

Communication Services
-10
- 1.24%
$576.36 - $736.67 $5.76K - $7.37K
799 $460K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-47
- 3.45%
$196.12 - $229.48 $9.22K - $10.8K
1.31K $265K
ABBV
Abb Vie Inc.

Healthcare
-295
- 19.26%
$169.2 - $216.66 $49.9K - $63.9K
1.24K $259K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-1.47K
- 5.14%
$31.42 - $34.87 $46K - $51.1K
27K $910K
VT
Vanguard Total World Stk Index

ETFs
-13
- 0.25%
$115.08 - $123.97 $1.5K - $1.61K
5.09K $590K
APD
Air Products & Chemicals, Inc.

Basic Materials
-40
- 2.64%
$283.24 - $338.07 $11.3K - $13.5K
1.48K $435K
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 0.66%
N/A
3.03K $551K
TJX
Tjx Companies Inc

Consumer Cyclical
-58
- 1.6%
$112.81 - $126.16 $6.54K - $7.32K
3.57K $434K
XLC
Select Sector Spdr Tr Communic

ETFs
-30
- 1.2%
$94.84 - $105.31 $2.85K - $3.16K
2.48K $239K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-59
- 1.44%
$49.78 - $53.19 $2.94K - $3.14K
4.04K $206K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-450
- 1.16%
$49.6 - $50.28 $22.3K - $22.6K
38.2K $1.92M
VFH
Vanguard Financial ETF

ETFs
-50
- 1.49%
$114.07 - $127.34 $5.7K - $6.37K
3.31K $395K
Labcorp Holdings Inc
-140
- 3.48%
N/A
3.88K $0
Coherent Corp
-85
- 0.27%
N/A
30.9K $0
Te Connectivity PLC
-517
- 3.91%
N/A
12.7K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.55K
- 1.5%
N/A
102K $0
UNH
Unitedhealth Group Inc

Healthcare
-143
- 3.41%
$461.52 - $548.18 $66K - $78.4K
4.06K $2.12M
RYE
Invesco Exchange Traded Fd Tr

ETFs
-93
- 1.7%
N/A
5.38K $0
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-211
- 4.03%
$59.28 - $66.1 $12.5K - $13.9K
5.03K $319K
XLF
Financial Sector Spdr

ETFs
-166
- 2.32%
$47.32 - $52.19 $7.86K - $8.66K
6.98K $347K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
-25
- 0.5%
$42.3 - $45.81 $1.06K - $1.15K
4.96K $217K
PG
Procter & Gamble CO

Consumer Defensive
-5
- 0.16%
$158.56 - $176.26 $793 - $881
3.15K $537K
VDE
Vanguard Energy ETF

ETFs
-186
- 3.77%
$119.14 - $132.76 $22.2K - $24.7K
4.75K $615K
IEFA
Ishares Tr

ETFs
-12
- 0.27%
$69.57 - $78.65 $835 - $944
4.37K $330K
COP
Conocophillips

Energy
-188
- 2.2%
$88.6 - $105.85 $16.7K - $19.9K
8.37K $878K
JNJ
Johnson & Johnson

Healthcare
-28
- 1.63%
$142.06 - $167.7 $3.98K - $4.7K
1.69K $280K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-18
- 0.62%
$106.31 - $123.73 $1.91K - $2.23K
2.88K $356K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-227
- 11.13%
$442.66 - $534.52 $100K - $121K
1.81K $965K
VTR
Ventas, Inc.

Real Estate
-75
- 1.39%
$56.9 - $70.47 $4.27K - $5.29K
5.32K $365K
EOG
Eog Resources Inc

Energy
-159
- 1.25%
$120.54 - $138.05 $19.2K - $21.9K
12.6K $1.61M
WPC
W. P. Carey Inc.

Real Estate
-1.26K
- 8.36%
$53.5 - $65.05 $67.3K - $81.8K
13.8K $870K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-889
- 0.98%
$37.07 - $40.63 $33K - $36.1K
90.3K $3.55M
CVX
Chevron Corp

Energy
-645
- 8.24%
$146.71 - $167.97 $94.6K - $108K
7.18K $1.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-712
- 1.14%
$33.84 - $37.77 $24.1K - $26.9K
61.7K $2.25M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-18
- 1.08%
$402.49 - $513.76 $7.24K - $9.25K
1.65K $801K
ABT
Abbott Laboratories

Healthcare
-116
- 1.53%
$111.1 - $140.22 $12.9K - $16.3K
7.46K $989K
AMGN
Amgen Inc

Healthcare
-15
- 0.42%
$258.59 - $327.36 $3.88K - $4.91K
3.52K $1.1M
RTX
Raytheon Technologies Corp

Industrials
-558
- 3.6%
$114.1 - $135.66 $63.7K - $75.7K
14.9K $1.98M
ELV
Elevance Health, Inc.

Healthcare
-44
- 0.94%
$365.9 - $436.25 $16.1K - $19.2K
4.65K $2.02M
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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