Vista Private Wealth Partners. LLC Sells in Q4 2024

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBHE
Ishares Ibonds 2025 Term High

ETFs
-222K
- 83.65%
$23.08 - $23.28 $5.13M - $5.17M
43.4K $1.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-128K
- 99.92%
$26.63 - $30.23 $3.41M - $3.87M
103 $2K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-31K
- 8.01%
$39.3 - $41.34 $1.22M - $1.28M
356K $14M
BOND
Pimco Active Bond Exchange Tra

ETFs
-7.42K
- 9.35%
$90.42 - $94.5 $671K - $701K
71.9K $6.5M
BA
Boeing CO

Industrials
-5.47K
- 99.64%
$138.14 - $180.72 $755K - $988K
20 $3K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-19K
- 84.57%
$33.93 - $38.37 $646K - $730K
3.47K $119K
INTC
Intel Corp

Technology
-24.7K
- 93.29%
$19.07 - $26.23 $470K - $647K
1.77K $35K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-12.7K
- 97.94%
$36.15 - $41.9 $460K - $533K
268 $9K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.34K
- 9.08%
$91.94 - $100.02 $307K - $334K
33.4K $3.1M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-7.62K
- 6.27%
$65.31 - $74.15 $498K - $565K
114K $7.69M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-14K
- 94.38%
$23.02 - $23.23 $323K - $326K
835 $19K
IEFA
Ishares Tr

ETFs
-611
- 1.98%
$70.06 - $77.43 $42.8K - $47.3K
30.3K $2.13M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-4.54K
- 78.27%
$23.03 - $23.33 $105K - $106K
1.26K $29K
IWR
Ishares Russell Mid Cap ETF

ETFs
-922
- 3.08%
$87.25 - $95.52 $80.4K - $88.1K
29K $2.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-312
- 35.9%
$174.22 - $187.62 $54.4K - $58.5K
557 $97K
ORCL
Oracle Corp

Technology
-64
- 0.64%
$165.41 - $192.43 $10.6K - $12.3K
9.92K $1.65M
GE
General Electric CO

Industrials
-168
- 19.76%
$159.95 - $194.23 $26.9K - $32.6K
682 $113K
MSFT
Microsoft Corp

Technology
-71
- 3.61%
$406.35 - $454.46 $28.9K - $32.3K
1.9K $798K
AMD
Advanced Micro Devices Inc

Technology
-175
- 45.45%
$118.88 - $172.8 $20.8K - $30.2K
210 $25K
NKE
Nike, Inc.

Consumer Cyclical
-48
- 1.86%
$73.36 - $89.13 $3.52K - $4.28K
2.53K $191K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-407
- 9.85%
$61.68 - $67.87 $25.1K - $27.6K
3.73K $232K
KO
Coca Cola CO

Consumer Defensive
-209
- 26.59%
$61.74 - $71.71 $12.9K - $15K
577 $35K
GLD
Spdr Gold Trust

ETFs
-77
- 16.28%
$236.59 - $257.5 $18.2K - $19.8K
396 $95K
MRK
Merck & Co., Inc.

Healthcare
-150
- 49.5%
$96.31 - $114.76 $14.4K - $17.2K
153 $15K
UBER
Uber Technologies, Inc

Technology
-74
- 8.0%
$59.93 - $86.34 $4.43K - $6.39K
851 $51K
LLY
Eli Lilly & CO

Healthcare
-14
- 19.72%
$727.2 - $932.06 $10.2K - $13K
57 $44K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-985
- 18.99%
$13.32 - $14.3 $13.1K - $14.1K
4.2K $56K
IWM
Ishares Russell 2000 ETF

ETFs
-74
- 3.2%
$216.13 - $242.4 $16K - $17.9K
2.24K $494K
META
Meta Platforms, Inc.

Communication Services
-36
- 12.46%
$554.08 - $632.68 $19.9K - $22.8K
253 $149K
VTV
Vanguard Value ETF

ETFs
-33
- 1.77%
$168.32 - $181.87 $5.55K - $6K
1.83K $309K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-134
- 23.89%
$172.07 - $207.36 $23.1K - $27.8K
427 $84K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-227
- 80.78%
$58.39 - $67.04 $13.3K - $15.2K
54 $3K
XOM
Exxon Mobil Corp

Energy
-16
- 1.54%
$105.51 - $125.37 $1.69K - $2.01K
1.02K $110K
SQ
Block, Inc.

Technology
-183
- 70.11%
$65.06 - $98.92 $11.9K - $18.1K
78 $6K
USB
Us Bancorp \De\

Financial Services
-282
- 14.8%
$43.98 - $53.66 $12.4K - $15.1K
1.62K $77K
JPM
Jpmorgan Chase & CO

Financial Services
-134
- 17.7%
$205.18 - $250.29 $27.5K - $33.5K
623 $149K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-75
- 2.52%
$86.65 - $94.9 $6.5K - $7.12K
2.9K $251K
BWA
Borgwarner Inc

Consumer Cyclical
-41
- 2.35%
$31.48 - $35.49 $1.29K - $1.46K
1.7K $54K
CVX
Chevron Corp

Energy
-65
- 68.42%
$141.15 - $162.53 $9.17K - $10.6K
30 $4K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-270
- 24.13%
$58.32 - $85.45 $15.7K - $23.1K
849 $62K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-75
- 11.72%
$113.92 - $127.38 $8.54K - $9.55K
565 $65K
FFIV
F5, Inc.

Technology
-62
- 20.6%
$213.56 - $263.36 $13.2K - $16.3K
239 $60K
DKNG
Draft Kings Inc.

Consumer Cyclical
-129
- 21.86%
$35.32 - $44.84 $4.56K - $5.78K
461 $17K
IEF
Ishares Barclays

ETFs
-42
- 25.93%
$92.08 - $98.18 $3.87K - $4.12K
120 $11K
GOOG
Alphabet Inc.

Communication Services
-194
- 12.99%
$163.08 - $198.16 $31.6K - $38.4K
1.3K $247K
ICE
Intercontinental Exchange, Inc.

Financial Services
-4
- 2.01%
$148.29 - $166.93 $593 - $668
195 $29K
VGT
Vanguard Information Technolog

ETFs
-17
- 6.51%
$571.78 - $647.97 $9.72K - $11K
244 $151K
Invesco Exchange Traded Fd T
-86
- 57.72%
N/A
63 $0
C
Citigroup Inc

Financial Services
-98
- 10.53%
$61.31 - $72.5 $6.01K - $7.11K
833 $58K
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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