Vista Investment Management Portfolio Holdings

Vista Investment Management

  • $252 Million
  • Q3 2024

Vista Investment Management has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $252 Million distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $8.92M, Invesco ETF Fd Tr Invesco Bull with a value of $8.61M, Vanguard Information Technolog with a value of $7.3M, Janus Detroit Str Tr Janus Hen with a value of $7.02M, and Spdr Portfolio Intermediate Te with a value of $6.92M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $237M to 252M.

Vista Investment Management is based out at Pittsburgh, PA

Below you can find more details about Vista Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
ETFs: $156 Million
Financial Services: $23 Million
Healthcare: $17.2 Million
Technology: $14.7 Million
Consumer Cyclical: $10.4 Million
Industrials: $7.85 Million
Consumer Defensive: $7.28 Million
Communication Services: $5.62 Million
Other: $9.77 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$335,000 0.13% of portfolio
26,350
Q3 2024 Reduced 14.69%
$0
$314,000 0.12% of portfolio
15,029
Q3 2024 Added 3.09%
$0
$210,000 0.08% of portfolio
16,067
Q4 2023 Reduced 40.71%
$0
$149,000 0.06% of portfolio
11,200
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $252 Million
  • Prior Value $237 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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