Vista Wealth Management Group, LLC Purchases in Q4 2024

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
124K
+ 8.62%
$94.36 - $102.06 $11.7M - $12.7M
1.57M $152M
DASH
Door Dash, Inc.

Communication Services
19.8K
+ 7.4%
$141.93 - $180.48 $2.8M - $3.57M
287K $48.1M
AAPL
Apple Inc.

Technology
9.92K
+ 8.0%
$221.69 - $259.02 $2.2M - $2.57M
134K $33.5M
NVDA
Nvidia Corp

Technology
5.74K
+ 2.3%
$117.0 - $148.88 $672K - $855K
256K $34.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
170K
+ 2.53%
$33.62 - $35.69 $5.72M - $6.08M
6.91M $233M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7.59K
New
$340.59 - $380.5 $2.59M - $2.89M
7.59K $2.78M
META
Meta Platforms, Inc.

Communication Services
2.89K
+ 16.5%
$554.08 - $632.68 $1.6M - $1.83M
20.4K $12M
DFAS
Dimensional ETF Tr U S Small C

ETFs
28.3K
+ 3.92%
$63.58 - $71.15 $1.8M - $2.02M
751K $48.9M
AMZN
Amazon Com Inc

Consumer Cyclical
4.45K
+ 19.88%
$180.88 - $232.93 $805K - $1.04M
26.8K $5.89M
GOOGL
Alphabet Inc.

Communication Services
2.33K
+ 6.26%
$161.86 - $196.66 $378K - $459K
39.6K $7.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.85K
+ 14.44%
$567.81 - $607.81 $1.05M - $1.13M
14.7K $8.61M
WFC
Wells Fargo & Company

Financial Services
5.97K
+ 16.14%
$54.98 - $77.35 $328K - $462K
43K $3.02M
RBLX
Roblox Corp

Communication Services
2
+ 0.0%
$39.86 - $61.45 $79.7 - $123
59.8K $3.46M
JPM
Jpmorgan Chase & CO

Financial Services
472
+ 2.51%
$205.18 - $250.29 $96.8K - $118K
19.3K $4.62M
AVDE
American Centy ETF Tr Avantis

ETFs
109K
+ 10.13%
$60.9 - $66.69 $6.61M - $7.24M
1.18M $72.4M
NOW
Service Now, Inc.

Technology
2
+ 0.06%
$867.18 - $1148.42 $1.73K - $2.3K
3.45K $3.65M
NFLX
Netflix Inc

Communication Services
408
+ 47.44%
$687.65 - $936.56 $281K - $382K
1.27K $1.13M
TROW
Price T Rowe Group Inc

Financial Services
3.89K
New
$106.48 - $124.69 $414K - $485K
3.89K $439K
USB
Us Bancorp \De\

Financial Services
7.88K
New
$43.98 - $53.66 $347K - $423K
7.88K $376K
HOOD
Robinhood Markets, Inc.

Technology
9.66K
New
$22.33 - $43.2 $216K - $417K
9.66K $359K
QQQ
Invesco Qqq Trust, Series 1

ETFs
500
+ 11.47%
$481.22 - $538.17 $241K - $269K
4.86K $2.48M
KO
Coca Cola CO

Consumer Defensive
6.61K
+ 88.56%
$61.74 - $71.71 $408K - $474K
14.1K $876K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
850
+ 13.05%
$172.07 - $207.36 $146K - $176K
7.36K $1.45M
MSFT
Microsoft Corp

Technology
1.11K
+ 5.54%
$406.35 - $454.46 $450K - $504K
21.1K $8.9M
PG
Procter & Gamble CO

Consumer Defensive
1.89K
+ 35.49%
$161.05 - $179.7 $304K - $339K
7.21K $1.21M
DOCU
Docusign, Inc.

Technology
3.02K
New
$61.42 - $106.99 $185K - $323K
3.02K $271K
TM
Toyota Motor Corp

Consumer Cyclical
1.37K
New
$169.2 - $199.52 $231K - $273K
1.37K $266K
TTE
Total Energies Se

Energy
3.77K
New
N/A
3.77K $258K
C
Citigroup Inc

Financial Services
3.62K
New
$61.31 - $72.5 $222K - $262K
3.62K $254K
V
Visa Inc.

Financial Services
304
+ 8.16%
$273.87 - $320.91 $83.3K - $97.6K
4.03K $1.27M
MS
Morgan Stanley

Financial Services
1.95K
New
$104.42 - $134.99 $204K - $264K
1.95K $245K
SHOP
Shopify Inc.

Technology
2.3K
New
$78.14 - $119.49 $180K - $275K
2.3K $244K
UNFI
United Natural Foods Inc

Consumer Defensive
8.91K
New
$19.1 - $29.62 $170K - $264K
8.91K $243K
T
At&T Inc.

Communication Services
10.1K
New
$21.22 - $23.88 $215K - $242K
10.1K $230K
GILD
Gilead Sciences, Inc.

Healthcare
2.49K
New
$83.95 - $97.9 $209K - $243K
2.49K $229K
MA
Mastercard Inc

Financial Services
298
+ 13.98%
$491.3 - $536.15 $146K - $160K
2.43K $1.28M
EMR
Emerson Electric CO

Industrials
1.82K
New
$108.13 - $134.33 $197K - $245K
1.82K $225K
HDB
Hdfc Bank LTD

Financial Services
3.5K
New
$59.45 - $68.01 $208K - $238K
3.5K $223K
SONY
Sony Group Corp

Technology
10.4K
New
$17.53 - $96.8 $182K - $1M
10.4K $219K
KR
Kroger CO

Consumer Defensive
3.59K
New
$55.21 - $63.3 $198K - $227K
3.59K $219K
DIS
Walt Disney CO

Communication Services
1.87K
New
$92.39 - $117.6 $172K - $219K
1.87K $207K
OKE
Oneok Inc

Energy
2.07K
New
$92.28 - $117.05 $191K - $242K
2.07K $207K
AVGO
Broadcom Inc.

Technology
141
+ 4.82%
$159.67 - $250.0 $22.5K - $35.3K
3.06K $710K
GM
General Motors CO

Consumer Cyclical
3.87K
New
$44.82 - $60.2 $174K - $233K
3.87K $206K
UBS
Ubs Group Ag

Financial Services
6.78K
New
$29.78 - $33.08 $202K - $224K
6.78K $205K
CRM
Salesforce, Inc.

Technology
83
+ 2.87%
$270.87 - $367.87 $22.5K - $30.5K
2.97K $994K
DECK
Deckers Outdoor Corp

Consumer Cyclical
985
New
$152.04 - $211.12 $150K - $208K
985 $200K
XOM
Exxon Mobil Corp

Energy
1.97K
+ 49.65%
$105.51 - $125.37 $208K - $247K
5.95K $639K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.5K
New
$12.27 - $15.41 $129K - $161K
10.5K $151K
Activity Summary
Buys All Purchases 160 New Holdings 30 Increased Positions 130 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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