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
ROST
Ross Stores, Inc.

Consumer Cyclical
113
+ 8.4%
$138.59 - $156.61 $15.7K - $17.7K
1.46K $220K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
147
+ 2.04%
$442.29 - $483.08 $65K - $71K
7.36K $3.33M
CAT
Caterpillar Inc

Industrials
106
+ 13.49%
$360.37 - $416.88 $38.2K - $44.2K
892 $323K
UNP
Union Pacific Corp

Industrials
145
+ 15.31%
$223.15 - $249.32 $32.4K - $36.2K
1.09K $249K
BNS
Bank Of Nova Scotia

Financial Services
337
+ 8.97%
$51.5 - $57.02 $17.4K - $19.2K
4.1K $219K
SYK
Stryker Corp

Healthcare
41
+ 5.39%
$345.14 - $392.15 $14.2K - $16.1K
801 $288K
MCD
Mcdonalds Corp

Consumer Cyclical
82
+ 10.05%
$288.47 - $316.54 $23.7K - $26K
898 $260K
MCO
Moodys Corp

Financial Services
26
+ 3.94%
$454.04 - $500.88 $11.8K - $13K
686 $324K
VIG
Vanguard Dividend Appreciation

ETFs
54
+ 3.85%
N/A
1.46K $265K
SNAP
Snap Inc

Communication Services
311
+ 0.58%
$9.98 - $12.86 $3.1K - $4K
54.1K $583K
SPGI
S&P Global Inc.

Financial Services
31
+ 5.69%
$480.36 - $529.17 $14.9K - $16.4K
576 $286K
CDAY
Ceridian Hcm Holding Inc.

Technology
61
+ 0.07%
N/A
81.5K $5.26M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.87K
+ 100.0%
$25.33 - $51.16 $174K - $351K
13.7K $355K
KB
Kb Financial Group Inc.

Financial Services
442
+ 8.67%
$56.9 - $72.19 $25.1K - $31.9K
5.54K $315K
Natwest Group PLC
1.01K
+ 9.46%
N/A
11.7K $0
Maplebear Inc
828
+ 7.4%
N/A
12K $0
Aegon LTD
565
+ 3.67%
N/A
16K $0
DFSI
Dimensional ETF Tr Dimen Intl
61K
+ 11.65%
N/A
585K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
19.2K
+ 10.26%
N/A
206K $0
Dimensional ETF Trust
3.58K
New
N/A
3.58K $0
DFSU
Dimensional ETF Tr Dimen Us Su
53K
+ 10.15%
N/A
576K $0
Celestica Inc
2.25K
New
N/A
2.25K $0
PATH
Ui Path, Inc.

Technology
50
+ 0.41%
$11.95 - $15.5 $598 - $775
12.3K $155K
HUBB
Hubbell Inc

Industrials
9
+ 1.65%
$418.89 - $472.12 $3.77K - $4.25K
556 $232K
FNDA
Schwab Fundamental U S Small C

ETFs
6.04K
+ 99.59%
$29.26 - $59.11 $177K - $357K
12.1K $359K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
355
+ 1.6%
$77.02 - $78.58 $27.3K - $27.9K
22.5K $1.74M
URI
United Rentals, Inc.

Industrials
37
+ 12.54%
$704.44 - $880.32 $26.1K - $32.6K
332 $233K
FNDX
Schwab Fundamental U S Large C

ETFs
10K
+ 198.18%
$23.49 - $71.77 $236K - $720K
15.1K $357K
RTX
Raytheon Technologies Corp

Industrials
300
+ 3.7%
$114.45 - $127.21 $34.3K - $38.2K
8.4K $972K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.08K
+ 193.89%
$25.79 - $80.4 $131K - $408K
7.7K $200K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
87
+ 3.2%
$209.89 - $233.24 $18.3K - $20.3K
2.81K $596K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.08K
+ 194.34%
$26.93 - $84.95 $164K - $516K
9.2K $251K
QCOM
Qualcomm Inc

Technology
87
+ 4.8%
$150.4 - $178.04 $13.1K - $15.5K
1.9K $291K
HPQ
Hp Inc

Technology
135
+ 1.78%
$32.46 - $39.3 $4.38K - $5.31K
7.71K $251K
MSA
Msa Safety Inc

Industrials
13
+ 0.64%
$163.63 - $178.77 $2.13K - $2.32K
2.06K $340K
GE
General Electric CO

Industrials
20
+ 1.63%
$159.95 - $194.23 $3.2K - $3.88K
1.25K $208K
PSX
Phillips 66

Energy
68
+ 3.71%
$110.35 - $138.93 $7.5K - $9.45K
1.9K $216K
PANW
Palo Alto Networks Inc

Technology
608
+ 68.78%
$181.96 - $405.9 $111K - $247K
1.49K $271K
AWK
American Water Works Company, Inc.

Utilities
19
+ 1.14%
$123.83 - $146.07 $2.35K - $2.78K
1.69K $210K
MU
Micron Technology Inc

Technology
266
+ 9.12%
$84.16 - $113.41 $22.4K - $30.2K
3.18K $267K
AFL
Aflac Inc

Financial Services
143
+ 2.43%
$100.37 - $115.27 $14.4K - $16.5K
6.03K $623K
PINS
Pinterest, Inc.

Communication Services
59
+ 0.51%
$28.24 - $34.15 $1.67K - $2.01K
11.7K $338K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.4K
+ 99.53%
$18.41 - $40.87 $173K - $384K
18.9K $348K
CI
Cigna Corp

Healthcare
51
+ 6.47%
$265.59 - $358.58 $13.5K - $18.3K
839 $231K
PLD
Prologis, Inc.

Real Estate
80
+ 3.2%
$101.4 - $126.96 $8.11K - $10.2K
2.58K $272K
ADBE
Adobe Inc.

Technology
8
+ 1.08%
$437.39 - $552.96 $3.5K - $4.42K
747 $332K
LLY
Eli Lilly & CO

Healthcare
59
+ 5.46%
$727.2 - $932.06 $42.9K - $55K
1.14K $879K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.37%
$396.64 - $516.74 $1.98K - $2.58K
1.35K $542K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
410
+ 1.28%
$74.5 - $78.37 $30.5K - $32.1K
32.5K $2.43M
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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