Vista Wealth Management Group, LLC Incresed Positions 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
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
AXP
American Express CO

Financial Services
3.77K
+ 76.31%
$267.35 - $305.57 $1.01M - $1.15M
8.72K $2.59M
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
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
V
Visa Inc.

Financial Services
304
+ 8.16%
$273.87 - $320.91 $83.3K - $97.6K
4.03K $1.27M
MA
Mastercard Inc

Financial Services
298
+ 13.98%
$491.3 - $536.15 $146K - $160K
2.43K $1.28M
AVGO
Broadcom Inc.

Technology
141
+ 4.82%
$159.67 - $250.0 $22.5K - $35.3K
3.06K $710K
CRM
Salesforce, Inc.

Technology
83
+ 2.87%
$270.87 - $367.87 $22.5K - $30.5K
2.97K $994K
XOM
Exxon Mobil Corp

Energy
1.97K
+ 49.65%
$105.51 - $125.37 $208K - $247K
5.95K $639K
DT
Dynatrace, Inc.

Technology
76
+ 0.05%
$51.09 - $59.6 $3.88K - $4.53K
167K $9.07M
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
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
ZM
Zoom Video Communications, Inc.

Technology
129
+ 2.4%
$67.21 - $89.03 $8.67K - $11.5K
5.51K $449K
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
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
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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