Vista Private Wealth Partners. LLC Incresed Positions in Q4 2024

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
58.6K
+ 1134.29%
$90.66 - $99.46 $5.31M - $5.82M
63.7K $5.79M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
177K
+ 40.02%
$21.81 - $22.48 $3.87M - $3.98M
620K $13.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
712K
+ 311.0%
$25.93 - $105.3 $18.5M - $75M
941K $26.2M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
25.4K
+ 62.78%
$63.01 - $68.55 $1.6M - $1.74M
65.7K $4.16M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
50.4K
+ 8.87%
$22.1 - $22.59 $1.11M - $1.14M
618K $13.7M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
41.7K
+ 7.27%
$22.72 - $23.0 $948K - $960K
616K $14M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
30.8K
+ 5.2%
$23.25 - $23.37 $716K - $720K
624K $14.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.17%
$521.84 - $558.82 $16.7K - $17.9K
19.2K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.19%
$213.65 - $479.86 $641 - $1.44K
1.56K $630K
NVDA
Nvidia Corp

Technology
8
+ 0.07%
$117.0 - $148.88 $936 - $1.19K
11.1K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
164
+ 60.74%
$567.81 - $607.81 $93.1K - $99.7K
434 $254K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.31%
$481.22 - $538.17 $4.81K - $5.38K
3.27K $1.67M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
113
+ 1.53%
$129.96 - $144.97 $14.7K - $16.4K
7.48K $1.04M
AAPL
Apple Inc.

Technology
15
+ 0.42%
$221.69 - $259.02 $3.33K - $3.89K
3.56K $891K
BSJR
Invesco Indx Tr

ETFs
1.58K
+ 172.68%
$22.37 - $22.7 $35.3K - $35.9K
2.5K $55K
IWB
Ishares Tr Russell 1000 ETF

ETFs
10
+ 0.31%
$311.11 - $335.64 $3.11K - $3.36K
3.21K $1.03M
ADBE
Adobe Inc.

Technology
72
+ 71.29%
$437.39 - $552.96 $31.5K - $39.8K
173 $76K
PANW
Palo Alto Networks Inc

Technology
357
+ 115.53%
$181.96 - $405.9 $65K - $145K
666 $121K
ETSY
Etsy Inc

Consumer Cyclical
289
+ 36.08%
$47.48 - $61.61 $13.7K - $17.8K
1.09K $57K
IYC
Ishares U.S. Consumer Discreti

ETFs
2
+ 0.14%
$85.96 - $101.28 $172 - $203
1.39K $133K
BAC
Bank Of America Corp

Financial Services
210
+ 66.88%
$39.22 - $47.77 $8.24K - $10K
524 $23K
BIIB
Biogen Inc.

Healthcare
163
+ 43.47%
$146.47 - $191.55 $23.9K - $31.2K
538 $82K
IEMG
Ishares Inc

ETFs
186
+ 2.82%
N/A
6.78K $363K
AVGO
Broadcom Inc.

Technology
3
+ 2.5%
$159.67 - $250.0 $479 - $750
123 $28K
CMP
Compass Minerals International Inc

Basic Materials
967
+ 25.82%
$10.59 - $15.7 $10.2K - $15.2K
4.71K $53K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.36%
$161.86 - $196.66 $162 - $197
282 $53K
KMI
Kinder Morgan, Inc.

Energy
24
+ 2.11%
$22.59 - $28.54 $542 - $685
1.16K $31K
SPMD
Spdr Portfolio

ETFs
100
+ 2.6%
$54.13 - $59.56 $5.41K - $5.96K
3.95K $216K
MTDR
Matador Resources CO

Energy
3
+ 0.4%
$50.33 - $60.91 $151 - $183
757 $42K
PFE
Pfizer Inc

Healthcare
435
+ 14.54%
$24.8 - $30.19 $10.8K - $13.1K
3.43K $90K
XEL
Xcel Energy Inc

Utilities
10
+ 0.84%
$62.16 - $72.92 $622 - $729
1.2K $80K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.74%
$323.08 - $349.08 $323 - $349
137 $45K
SLB
Schlumberger Limited

Energy
110
+ 9.63%
$36.83 - $45.59 $4.05K - $5.01K
1.25K $48K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.8%
$107.89 - $125.33 $108 - $125
126 $14K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
62
+ 1.62%
$23.25 - $23.56 $1.44K - $1.46K
3.88K $90K
IYJ
Ishares Tr

ETFs
2
+ 0.3%
$132.97 - $143.93 $266 - $288
675 $90K
J P Morgan Exchange Traded F
4.15K
+ 14.61%
N/A
32.6K $0
TXN
Texas Instruments Inc

Technology
4
+ 0.24%
N/A
1.65K $321K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.53%
$100.18 - $109.1 $100 - $109
188 $19K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
2
+ 0.29%
$36.21 - $38.2 $72.4 - $76.4
684 $24K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.32%
$183.23 - $199.79 $183 - $200
316 $58K
EMSG
Dbx ETF Tr Xtrackers Msci Emer

ETFs
2
+ 0.51%
$26.44 - $29.3 $52.9 - $58.6
393 $10K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
10
+ 1.79%
$34.46 - $38.29 $345 - $383
570 $19K
TSN
Tyson Foods, Inc.

Consumer Defensive
25
+ 1.84%
$57.14 - $64.54 $1.43K - $1.61K
1.38K $79K
XLE
Energy Sector Spdr

ETFs
2
+ 1.03%
$83.32 - $97.27 $167 - $195
196 $16K
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
8
+ 1.18%
$29.18 - $32.74 $233 - $262
684 $20K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
180
+ 3.12%
$5.83 - $6.64 $1.05K - $1.2K
5.96K $35K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.1%
$65.79 - $72.14 $65.8 - $72.1
1K $66K
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 0.58%
$75.95 - $88.05 $152 - $176
348 $26K
Activity Summary
Buys All Purchases 147 New Holdings 87 Increased Positions 60 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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