Vista Private Wealth Partners. LLC Reduced Holdings in Q3 2024

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
-154K
- 78.21%
$46.9 - $51.96 $7.22M - $8M
42.9K $2.21M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-14.2K
- 48.84%
$22.94 - $23.16 $325K - $328K
14.8K $343K
IWM
Ishares Russell 2000 ETF

ETFs
-1.17K
- 33.69%
$200.87 - $224.6 $236K - $264K
2.31K $510K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.73K
- 2.14%
$90.01 - $95.32 $156K - $165K
79.4K $7.51M
MSFT
Microsoft Corp

Technology
-359
- 15.44%
$395.15 - $467.56 $142K - $168K
1.97K $845K
AAPL
Apple Inc.

Technology
-604
- 14.56%
$207.23 - $234.82 $125K - $142K
3.55K $825K
NVDA
Nvidia Corp

Technology
-1.1K
- 8.98%
$98.91 - $134.91 $108K - $148K
11.1K $1.35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.37K
- 3.59%
$87.56 - $95.49 $120K - $131K
36.8K $3.51M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-2.89K
- 18.19%
$38.51 - $41.48 $111K - $120K
13K $535K
GOOG
Alphabet Inc.

Communication Services
-649
- 30.3%
$149.54 - $192.66 $97.1K - $125K
1.49K $249K
AMZN
Amazon Com Inc

Consumer Cyclical
-551
- 28.27%
$161.02 - $200.0 $88.7K - $110K
1.4K $260K
SCHO
Schwab Short Term Us Treasury

ETFs
-2.07K
- 9.66%
$47.93 - $49.06 $99.3K - $102K
19.4K $949K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-195
- 5.65%
$434.77 - $502.96 $84.8K - $98.1K
3.26K $1.59M
JPM
Jpmorgan Chase & CO

Financial Services
-432
- 36.33%
$194.9 - $224.8 $84.2K - $97.1K
757 $159K
BAC
Bank Of America Corp

Financial Services
-2.17K
- 87.36%
$36.65 - $44.13 $79.6K - $95.8K
314 $12K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-626
- 7.83%
$116.79 - $133.54 $73.1K - $83.6K
7.37K $972K
MU
Micron Technology Inc

Technology
-774
- 62.98%
$86.27 - $136.82 $66.8K - $106K
455 $47K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.46K
- 2.84%
$28.11 - $29.42 $69.2K - $72.4K
84.1K $2.47M
SQ
Block, Inc.

Technology
-1.05K
- 80.09%
$57.21 - $72.07 $60.1K - $75.7K
261 $17K
C
Citigroup Inc

Financial Services
-1.1K
- 54.12%
$56.11 - $67.61 $61.6K - $74.2K
931 $58K
PFE
Pfizer Inc

Healthcare
-2.24K
- 42.81%
$27.7 - $31.39 $62K - $70.3K
2.99K $86K
GE
General Electric CO

Industrials
-315
- 27.04%
$156.66 - $189.66 $49.3K - $59.7K
850 $160K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-917
- 45.04%
$41.77 - $67.84 $38.3K - $62.2K
1.12K $71K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1K
- 48.78%
$49.83 - $62.75 $49.8K - $62.8K
1.05K $60K
IVV
Ishares Core S&P 500 ETF

ETFs
-99
- 2.51%
$520.18 - $576.82 $51.5K - $57.1K
3.85K $2.22M
UBER
Uber Technologies, Inc

Technology
-740
- 44.44%
$58.48 - $77.47 $43.3K - $57.3K
925 $69K
PANW
Palo Alto Networks Inc

Technology
-163
- 34.53%
$294.18 - $368.01 $48K - $60K
309 $105K
LLY
Eli Lilly & CO

Healthcare
-61
- 46.21%
$772.14 - $960.02 $47.1K - $58.6K
71 $62K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-916
- 76.52%
$52.1 - $59.66 $47.7K - $54.6K
281 $16K
XOM
Exxon Mobil Corp

Energy
-444
- 29.94%
$109.72 - $119.0 $48.7K - $52.8K
1.04K $121K
AMGN
Amgen Inc

Healthcare
-151
- 18.57%
$309.38 - $337.38 $46.7K - $50.9K
662 $213K
MRVL
Marvell Technology, Inc.

Technology
-615
- 38.92%
$56.15 - $76.24 $34.5K - $46.9K
965 $69K
V
Visa Inc.

Financial Services
-156
- 43.45%
$253.74 - $291.56 $39.6K - $45.5K
203 $55K
BROS
Dutch Bros Inc.

Consumer Cyclical
-1.28K
- 68.92%
$29.1 - $42.81 $37.1K - $54.6K
575 $18K
ETSY
Etsy Inc

Consumer Cyclical
-597
- 42.7%
$51.5 - $65.47 $30.7K - $39.1K
801 $44K
ADBE
Adobe Inc.

Technology
-65
- 39.16%
$508.13 - $586.55 $33K - $38.1K
101 $52K
META
Meta Platforms, Inc.

Communication Services
-53
- 15.5%
$453.41 - $572.44 $24K - $30.3K
289 $165K
DKNG
Draft Kings Inc.

Consumer Cyclical
-750
- 55.97%
$29.85 - $41.1 $22.4K - $30.8K
590 $23K
MRK
Merck & Co., Inc.

Healthcare
-211
- 41.05%
$111.15 - $128.97 $23.5K - $27.2K
303 $34K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-338
- 0.5%
$61.11 - $67.85 $20.7K - $22.9K
67.5K $4.58M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-245
- 0.91%
$75.32 - $84.37 $18.5K - $20.7K
26.8K $2.24M
SLB
Schlumberger Limited

Energy
-481
- 29.64%
$39.57 - $49.67 $19K - $23.9K
1.14K $47K
IWR
Ishares Russell Mid Cap ETF

ETFs
-227
- 0.75%
$79.92 - $88.19 $18.1K - $20K
29.9K $2.64M
SCHW
Schwab Charles Corp

Financial Services
-265
- 5.72%
$61.74 - $76.08 $16.4K - $20.2K
4.37K $282K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-185
- 3.46%
$84.81 - $93.54 $15.7K - $17.3K
5.16K $474K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-437
- 39.05%
$33.64 - $37.25 $14.7K - $16.3K
682 $25K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-82
- 12.75%
$147.95 - $191.05 $12.1K - $15.7K
561 $97K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-134
- 41.74%
$91.37 - $101.65 $12.2K - $13.6K
187 $19K
AMD
Advanced Micro Devices Inc

Technology
-70
- 15.38%
$128.67 - $183.96 $9.01K - $12.9K
385 $63K
Activity Summary
Buys All Purchases 66 New Holdings 7 Increased Positions 59 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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