Vista Wealth Management Group, LLC Incresed Positions in Q3 2024

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.14M
+ 118.54%
$9.97 - $11.33 $31.3M - $35.5M
5.78M $63.8M
AVUS
American Centy ETF Tr Avantis

ETFs
52K
+ 3.74%
$86.27 - $95.15 $4.48M - $4.94M
1.44M $137M
DIHP
Dimensional ETF Tr Dimensional

ETFs
127K
+ 2.15%
$25.23 - $27.94 $3.2M - $3.55M
6.05M $168M
DFAR
Dimensional ETF Tr Dimensional

ETFs
320
+ 0.01%
$21.91 - $26.03 $7.01K - $8.33K
2.95M $75.6M
AVDE
American Centy ETF Tr Avantis

ETFs
41.6K
+ 4.04%
$60.09 - $67.67 $2.5M - $2.82M
1.07M $71.8M
NU
Nu Holdings Ltd.

Financial Services
259K
+ 5.69%
$10.71 - $15.14 $2.78M - $3.93M
4.82M $65.8M
AVEM
American Centy ETF Tr Avantis

ETFs
26.7K
+ 3.1%
$57.2 - $65.59 $1.53M - $1.75M
889K $57.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.71K
+ 1.22%
$59.25 - $65.33 $516K - $569K
723K $46.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
491
+ 1.16%
$72.18 - $107.33 $35.4K - $52.7K
42.9K $4.55M
DT
Dynatrace, Inc.

Technology
112
+ 0.07%
$40.49 - $53.47 $4.53K - $5.99K
167K $8.92M
TSLA
Tesla, Inc.

Consumer Cyclical
399
+ 2.58%
$191.76 - $263.26 $76.5K - $105K
15.9K $4.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17
+ 0.06%
$475.2 - $527.7 $8.08K - $8.97K
26.7K $14.1M
NVDA
Nvidia Corp

Technology
9.89K
+ 4.12%
$98.91 - $134.91 $978K - $1.33M
250K $30.3M
VTI
Vanguard Total Stock Market Et

ETFs
1.37K
+ 11.19%
$255.18 - $283.2 $349K - $387K
13.6K $3.84M
UBER
Uber Technologies, Inc

Technology
64
+ 0.03%
$58.48 - $77.47 $3.74K - $4.96K
186K $14M
NOW
Service Now, Inc.

Technology
7
+ 0.2%
$730.87 - $937.36 $5.12K - $6.56K
3.44K $3.08M
JNJ
Johnson & Johnson

Healthcare
799
+ 7.74%
$145.48 - $167.38 $116K - $134K
11.1K $1.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
781
+ 1.48%
$58.03 - $65.37 $45.3K - $51.1K
53.7K $3.47M
JPM
Jpmorgan Chase & CO

Financial Services
402
+ 2.18%
$194.9 - $224.8 $78.3K - $90.4K
18.8K $3.96M
AXP
American Express CO

Financial Services
74
+ 1.52%
$225.92 - $271.17 $16.7K - $20.1K
4.94K $1.34M
VXF
Vanguard Extended Market ETF

ETFs
825
+ 18.39%
$163.98 - $182.92 $135K - $151K
5.31K $966K
HD
Home Depot, Inc.

Consumer Cyclical
153
+ 7.06%
$333.64 - $405.2 $51K - $62K
2.32K $940K
MA
Mastercard Inc

Financial Services
184
+ 9.45%
$429.6 - $500.99 $79K - $92.2K
2.13K $1.05M
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
VUG
Vanguard Growth ETF

ETFs
351
+ 40.91%
$341.08 - $391.94 $120K - $138K
1.21K $464K
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
VEA
Vanguard Ftse Developed Market

ETFs
704
+ 3.35%
$47.6 - $53.31 $33.5K - $37.5K
21.7K $1.15M
V
Visa Inc.

Financial Services
236
+ 6.76%
$253.74 - $291.56 $59.9K - $68.8K
3.73K $1.02M
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
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
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