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
DT
Dynatrace, Inc.

Technology
76
+ 0.05%
$51.09 - $59.6 $3.88K - $4.53K
167K $9.07M
STLA
Stellantis N.V.

Consumer Cyclical
11K
New
$12.37 - $13.99 $137K - $154K
11K $144K
WMT
Walmart Inc.

Consumer Defensive
684
+ 8.73%
$79.1 - $95.7 $54.1K - $65.5K
8.52K $769K
VTI
Vanguard Total Stock Market Et

ETFs
119
+ 0.88%
$280.04 - $302.45 $33.3K - $36K
13.7K $3.97M
INFY
Infosys LTD

Technology
5.59K
+ 44.07%
$20.71 - $23.42 $116K - $131K
18.3K $400K
JNJ
Johnson & Johnson

Healthcare
2.12K
+ 19.03%
$143.34 - $165.86 $303K - $351K
13.2K $1.91M
CSCO
Cisco Systems, Inc.

Technology
835
+ 11.54%
$52.45 - $60.02 $43.8K - $50.1K
8.07K $477K
WIT
Wipro LTD

Technology
22.4K
New
$3.54 - $7.24 $79.4K - $162K
22.4K $79K
MCK
Mckesson Corp

Healthcare
31
+ 3.89%
$482.27 - $628.5 $15K - $19.5K
828 $471K
IBN
Icici Bank LTD

Financial Services
2.54K
+ 36.3%
$28.69 - $31.9 $72.7K - $80.9K
9.52K $284K
BAC
Bank Of America Corp

Financial Services
996
+ 14.24%
$39.22 - $47.77 $39.1K - $47.6K
7.99K $351K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.87K
+ 31.82%
$9.95 - $12.23 $38.5K - $47.4K
16K $188K
BA
Boeing CO

Industrials
24
+ 1.01%
$138.14 - $180.72 $3.32K - $4.34K
2.4K $424K
AMP
Ameriprise Financial Inc

Financial Services
51
+ 9.55%
$473.15 - $574.01 $24.1K - $29.3K
585 $311K
TTWO
Take Two Interactive Software Inc

Communication Services
44
+ 2.61%
$147.66 - $190.46 $6.5K - $8.38K
1.73K $319K
NMR
Nomura Holdings Inc

Financial Services
10.2K
New
$5.05 - $6.25 $51.3K - $63.5K
10.2K $58K
ASML
Asml Holding Nv

Technology
167
+ 40.73%
$658.43 - $872.27 $110K - $146K
577 $399K
MRK
Merck & Co., Inc.

Healthcare
1.49K
+ 23.09%
$96.31 - $114.76 $143K - $171K
7.94K $789K
VRSK
Verisk Analytics, Inc.

Industrials
173
+ 20.26%
$262.86 - $294.75 $45.5K - $51K
1.03K $282K
HON
Honeywell International Inc

Industrials
124
+ 9.77%
$202.84 - $236.0 $25.2K - $29.3K
1.39K $314K
CVX
Chevron Corp

Energy
426
+ 8.92%
$141.15 - $162.53 $60.1K - $69.2K
5.2K $753K
IBM
International Business Machines Corp

Technology
232
+ 17.75%
$204.9 - $238.04 $47.5K - $55.2K
1.54K $338K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 3.92%
$4100.99 - $5300.34 $8.2K - $10.6K
53 $263K
SCHX
Schwab Strategic Tr Us Large C

ETFs
44.4K
+ 202.01%
$22.4 - $68.28 $994K - $3.03M
66.4K $1.54M
ENIC
Enel Chile S.A.

Utilities
15.9K
+ 123.04%
$2.62 - $2.98 $41.7K - $47.4K
28.8K $83K
ORCL
Oracle Corp

Technology
319
+ 19.67%
$165.41 - $192.43 $52.8K - $61.4K
1.94K $323K
HD
Home Depot, Inc.

Consumer Cyclical
205
+ 8.84%
$385.02 - $431.37 $78.9K - $88.4K
2.53K $982K
ACN
Accenture PLC

Technology
125
+ 10.28%
$343.9 - $376.86 $43K - $47.1K
1.34K $471K
ABT
Abbott Laboratories

Healthcare
384
+ 9.9%
$111.93 - $119.39 $43K - $45.8K
4.26K $482K
PH
Parker Hannifin Corp

Industrials
60
+ 16.9%
$621.74 - $709.46 $37.3K - $42.6K
415 $263K
LYG
Lloyds Banking Group PLC

Financial Services
14.2K
New
$2.67 - $3.23 $37.9K - $45.8K
14.2K $38K
RIG
Transocean Ltd.

Energy
10.2K
New
$3.47 - $4.67 $35.3K - $47.5K
10.2K $38K
TJX
Tjx Companies Inc

Consumer Cyclical
229
+ 7.14%
$112.15 - $127.2 $25.7K - $29.1K
3.44K $414K
STT
State Street Corp

Financial Services
100
+ 3.57%
$85.96 - $100.78 $8.6K - $10.1K
2.9K $284K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.7K
+ 292.08%
$25.93 - $105.3 $537K - $2.18M
27.8K $774K
WDAY
Workday, Inc.

Technology
33
+ 1.74%
$233.85 - $279.91 $7.72K - $9.24K
1.93K $496K
INTU
Intuit Inc

Technology
26
+ 1.18%
$602.01 - $706.25 $15.7K - $18.4K
2.23K $1.4M
MFG
Mizuho Financial Group Inc

Financial Services
4.32K
+ 30.65%
$4.05 - $5.26 $17.5K - $22.7K
18.4K $90K
VZ
Verizon Communications Inc

Communication Services
1.38K
+ 26.81%
$39.6 - $45.21 $54.6K - $62.4K
6.53K $261K
BSX
Boston Scientific Corp

Healthcare
120
+ 3.32%
$83.62 - $91.5 $10K - $11K
3.74K $333K
BR
Broadridge Financial Solutions, Inc.

Technology
45
+ 2.51%
$209.64 - $236.44 $9.43K - $10.6K
1.84K $415K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 2.46%
$1146.59 - $1270.6 $11.5K - $12.7K
417 $494K
SHEL
Shell PLC

Energy
552
+ 17.99%
$60.63 - $70.23 $33.5K - $38.8K
3.62K $227K
TXN
Texas Instruments Inc

Technology
127
+ 3.3%
N/A
3.98K $774K
PAYX
Paychex Inc

Industrials
75
+ 3.24%
$135.86 - $148.73 $10.2K - $11.2K
2.39K $335K
WCC
Wesco International Inc

Industrials
41
+ 3.33%
$164.11 - $213.19 $6.73K - $8.74K
1.27K $230K
VTRS
Viatris Inc

Healthcare
813
+ 6.79%
$11.32 - $13.37 $9.2K - $10.9K
12.8K $159K
ITW
Illinois Tool Works Inc

Industrials
107
+ 12.99%
$253.56 - $278.5 $27.1K - $29.8K
931 $236K
GWW
W.W. Grainger, Inc.

Industrials
14
+ 3.95%
$1023.06 - $1220.93 $14.3K - $17.1K
368 $387K
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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