Vista Wealth Management Group, LLC Purchases in Q3 2024

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
467
+ 3.2%
$24.09 - $37.95 $11.3K - $17.7K
15.1K $560K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
870
+ 2.79%
$74.26 - $78.84 $64.6K - $68.6K
32.1K $2.52M
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.02%
$107.72 - $119.96 $539 - $600
23.6K $2.82M
LMT
Lockheed Martin Corp

Industrials
39
+ 3.2%
$460.3 - $584.56 $18K - $22.8K
1.26K $734K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
945
+ 16.97%
$147.95 - $191.05 $140K - $181K
6.51K $1.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.13K
+ 14.96%
$41.9 - $48.26 $89.1K - $103K
16.3K $781K
ABBV
Abb Vie Inc.

Healthcare
246
+ 6.11%
$163.84 - $199.33 $40.3K - $49K
4.27K $843K
AFL
Aflac Inc

Financial Services
167
+ 2.92%
$88.52 - $111.8 $14.8K - $18.7K
5.89K $658K
SPOT
Spotify Technology S.A.

Communication Services
10
+ 0.38%
$290.16 - $384.01 $2.9K - $3.84K
2.62K $964K
WMT
Walmart Inc.

Consumer Defensive
631
+ 8.76%
$66.91 - $81.4 $42.2K - $51.4K
7.83K $632K
ACN
Accenture PLC

Technology
242
+ 24.85%
$295.44 - $355.81 $71.5K - $86.1K
1.22K $429K
IOT
Samsara Inc.

Technology
21
+ 0.23%
$34.85 - $49.75 $732 - $1.04K
9.19K $442K
NKE
Nike, Inc.

Consumer Cyclical
191
+ 2.34%
$71.09 - $89.44 $13.6K - $17.1K
8.34K $736K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.47K
+ 173.99%
$128.47 - $280.94 $188K - $412K
2.31K $357K
NVS
Novartis Ag

Healthcare
874
+ 45.21%
$106.13 - $120.89 $92.8K - $106K
2.81K $322K
UNH
Unitedhealth Group Inc

Healthcare
35
+ 2.93%
$488.01 - $604.18 $17.1K - $21.1K
1.23K $718K
V
Visa Inc.

Financial Services
236
+ 6.76%
$253.74 - $291.56 $59.9K - $68.8K
3.73K $1.02M
VEA
Vanguard Ftse Developed Market

ETFs
704
+ 3.35%
$47.6 - $53.31 $33.5K - $37.5K
21.7K $1.15M
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 6.03%
$161.02 - $200.0 $205K - $255K
22.4K $4.17M
KO
Coca Cola CO

Consumer Defensive
464
+ 6.62%
$62.69 - $73.01 $29.1K - $33.9K
7.47K $536K
PG
Procter & Gamble CO

Consumer Defensive
289
+ 5.74%
$160.76 - $177.82 $46.5K - $51.4K
5.32K $921K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.03%
$61.11 - $67.85 $367 - $407
22K $1.49M
CAT
Caterpillar Inc

Industrials
90
+ 12.93%
$316.8 - $391.12 $28.5K - $35.2K
786 $307K
AVGO
Broadcom Inc.

Technology
2.66K
+ 990.67%
$136.27 - $1745.86 $362K - $4.64M
2.92K $504K
GWW
W.W. Grainger, Inc.

Industrials
25
+ 7.6%
$896.19 - $1044.18 $22.4K - $26.1K
354 $367K
ORCL
Oracle Corp

Technology
146
+ 9.89%
$125.9 - $170.35 $18.4K - $24.9K
1.62K $276K
XOM
Exxon Mobil Corp

Energy
510
+ 14.72%
$109.72 - $119.0 $56K - $60.7K
3.97K $465K
SAN
Banco Santander, S.A.

Financial Services
6.02K
+ 9.8%
$4.37 - $5.16 $26.3K - $31.1K
67.5K $344K
IWR
Ishares Russell Mid Cap ETF

ETFs
192
+ 3.28%
$79.92 - $88.19 $15.3K - $16.9K
6.05K $532K
DHR
Danaher Corp

Healthcare
33
+ 1.89%
$239.25 - $280.76 $7.9K - $9.27K
1.78K $494K
SPGI
S&P Global Inc.

Financial Services
26
+ 5.01%
$446.32 - $527.38 $11.6K - $13.7K
545 $281K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
389
+ 17.68%
$96.25 - $101.98 $37.4K - $39.7K
2.59K $262K
CL
Colgate Palmolive CO

Consumer Defensive
275
+ 9.6%
$95.54 - $108.77 $26.3K - $29.9K
3.14K $326K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
60
+ 2.25%
$210.25 - $231.86 $12.6K - $13.9K
2.72K $607K
WDAY
Workday, Inc.

Technology
29
+ 1.56%
$207.75 - $264.68 $6.02K - $7.68K
1.89K $462K
PAYX
Paychex Inc

Industrials
82
+ 3.67%
$116.17 - $135.19 $9.53K - $11.1K
2.32K $310K
MCO
Moodys Corp

Financial Services
24
+ 3.77%
$421.49 - $494.67 $10.1K - $11.9K
660 $313K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 1.24%
$1015.62 - $1159.62 $5.08K - $5.8K
407 $468K
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 1.37%
$245.82 - $304.51 $2.7K - $3.35K
816 $248K
NFLX
Netflix Inc

Communication Services
21
+ 2.5%
$598.55 - $722.26 $12.6K - $15.2K
860 $609K
KB
Kb Financial Group Inc.

Financial Services
295
+ 6.14%
$56.85 - $67.06 $16.8K - $19.8K
5.1K $314K
TJX
Tjx Companies Inc

Consumer Cyclical
164
+ 5.39%
$107.93 - $120.23 $17.7K - $19.7K
3.21K $376K
AMD
Advanced Micro Devices Inc

Technology
153
+ 1.74%
$128.67 - $183.96 $19.7K - $28.1K
8.95K $1.47M
BR
Broadridge Financial Solutions, Inc.

Technology
44
+ 2.52%
$196.56 - $218.55 $8.65K - $9.62K
1.79K $385K
AMP
Ameriprise Financial Inc

Financial Services
44
+ 8.98%
$391.53 - $469.81 $17.2K - $20.7K
534 $250K
BAC
Bank Of America Corp

Financial Services
961
+ 15.93%
$36.65 - $44.13 $35.2K - $42.4K
6.99K $277K
PLD
Prologis, Inc.

Real Estate
20
+ 0.81%
$111.95 - $132.43 $2.24K - $2.65K
2.5K $315K
BSX
Boston Scientific Corp

Healthcare
127
+ 3.64%
$72.96 - $84.0 $9.27K - $10.7K
3.62K $303K
TGT
Target Corp

Consumer Defensive
130
+ 8.2%
$133.47 - $159.25 $17.4K - $20.7K
1.72K $267K
Activity Summary
Buys All Purchases 137 New Holdings 30 Increased Positions 107 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email