Vista Wealth Management Group, LLC Incresed Positions in Q1 2025

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIHP
Dimensional ETF Tr Dimensional

ETFs
122K
+ 1.92%
$25.1 - $27.85 $3.05M - $3.39M
6.46M $174M
GOOG
Alphabet Inc.

Communication Services
80K
+ 113.77%
$156.06 - $207.71 $12.5M - $16.6M
150K $23.5M
AVDE
American Centy ETF Tr Avantis

ETFs
40.7K
+ 3.45%
$60.63 - $68.55 $2.47M - $2.79M
1.22M $80.9M
AVEM
American Centy ETF Tr Avantis

ETFs
50K
+ 5.2%
$57.11 - $62.4 $2.85M - $3.12M
1.01M $60.8M
DFAR
Dimensional ETF Tr Dimensional

ETFs
110K
+ 3.63%
$22.35 - $24.52 $2.45M - $2.69M
3.13M $74.4M
ZM
Zoom Video Communications, Inc.

Technology
38.6K
+ 701.47%
$72.23 - $88.64 $2.79M - $3.43M
44.2K $3.26M
PCOR
Procore Technologies, Inc.

Technology
57.1K
+ 25.56%
$65.21 - $88.33 $3.72M - $5.04M
281K $18.5M
AVUS
American Centy ETF Tr Avantis

ETFs
92K
+ 5.87%
$90.7 - $101.57 $8.34M - $9.34M
1.66M $153M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
235
+ 3.2%
$442.66 - $534.52 $104K - $126K
7.59K $4.04M
MSFT
Microsoft Corp

Technology
4.48K
+ 21.23%
$375.39 - $447.2 $1.68M - $2.01M
25.6K $9.61M
CVX
Chevron Corp

Energy
1.18K
+ 22.63%
$146.71 - $167.97 $173K - $198K
6.38K $1.07M
DFIV
Dimensional ETF Tr

ETFs
11
+ 0.02%
$35.33 - $40.77 $389 - $448
72.1K $2.84M
SPOT
Spotify Technology S.A.

Communication Services
19
+ 0.73%
$457.79 - $648.32 $8.7K - $12.3K
2.64K $1.45M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.35K
+ 14.27%
$182.82 - $196.21 $246K - $264K
10.8K $2.01M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.01K
+ 118.06%
$126.11 - $135.06 $253K - $271K
3.71K $472K
JPM
Jpmorgan Chase & CO

Financial Services
469
+ 2.43%
$225.19 - $279.95 $106K - $131K
19.7K $4.84M
V
Visa Inc.

Financial Services
159
+ 3.95%
$306.92 - $362.71 $48.8K - $57.7K
4.19K $1.47M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.0%
$58.01 - $64.46 $58 - $64.5
53.6K $3.35M
DUHP
Dimensional ETF Tr Dimensional

ETFs
141K
+ 2.04%
$32.57 - $35.82 $4.6M - $5.06M
7.05M $234M
KO
Coca Cola CO

Consumer Defensive
722
+ 5.13%
$60.81 - $72.32 $43.9K - $52.2K
14.8K $1.06M
VUG
Vanguard Growth ETF

ETFs
616
+ 50.95%
$369.1 - $427.61 $227K - $263K
1.83K $676K
ABBV
Abb Vie Inc.

Healthcare
413
+ 14.92%
$169.2 - $216.66 $69.9K - $89.5K
3.18K $666K
LLY
Eli Lilly & CO

Healthcare
131
+ 11.5%
$725.72 - $929.72 $95.1K - $122K
1.27K $1.05M
SAN
Banco Santander, S.A.

Financial Services
3.55K
+ 5.36%
$4.46 - $7.14 $15.8K - $25.3K
69.7K $467K
SYK
Stryker Corp

Healthcare
414
+ 51.69%
$355.18 - $399.9 $147K - $166K
1.22K $452K
UNH
Unitedhealth Group Inc

Healthcare
258
+ 21.29%
$461.52 - $548.18 $119K - $141K
1.47K $769K
NVS
Novartis Ag

Healthcare
1.05K
+ 41.02%
$97.14 - $115.57 $102K - $122K
3.62K $403K
RTX
Raytheon Technologies Corp

Industrials
51
+ 0.61%
$114.1 - $135.66 $5.82K - $6.92K
8.45K $1.12M
XOM
Exxon Mobil Corp

Energy
652
+ 10.96%
$105.44 - $118.93 $68.7K - $77.5K
6.6K $784K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.17K
+ 3.6%
$73.78 - $76.59 $86.2K - $89.5K
33.7K $2.57M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
33
+ 2.45%
$402.49 - $513.76 $13.3K - $17K
1.38K $669K
NFLX
Netflix Inc

Communication Services
73
+ 5.76%
$828.4 - $1058.6 $60.5K - $77.3K
1.34K $1.25M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8
+ 1.92%
$1187.71 - $1432.58 $9.5K - $11.5K
425 $608K
META
Meta Platforms, Inc.

Communication Services
673
+ 3.3%
$576.36 - $736.67 $388K - $496K
21.1K $12.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
634
+ 21.61%
$360.07 - $417.26 $228K - $265K
3.57K $1.29M
AMGN
Amgen Inc

Healthcare
179
+ 17.65%
$258.59 - $327.36 $46.3K - $58.6K
1.19K $371K
MCK
Mckesson Corp

Healthcare
28
+ 3.38%
$566.21 - $672.99 $15.9K - $18.8K
856 $576K
SHEL
Shell PLC

Energy
891
+ 24.61%
$62.84 - $73.29 $56K - $65.3K
4.51K $330K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
56
+ 1.99%
$208.48 - $244.03 $11.7K - $13.7K
2.86K $698K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1K
+ 45.45%
$95.85 - $99.25 $95.9K - $99.3K
3.2K $315K
ABT
Abbott Laboratories

Healthcare
118
+ 2.77%
$111.1 - $140.22 $13.1K - $16.5K
4.38K $581K
GE
General Electric CO

Industrials
258
+ 20.66%
$168.59 - $212.13 $43.5K - $54.7K
1.51K $301K
CL
Colgate Palmolive CO

Consumer Defensive
864
+ 28.73%
$85.68 - $97.5 $74K - $84.2K
3.87K $362K
WFC
Wells Fargo & Company

Financial Services
297
+ 0.69%
$66.78 - $81.42 $19.8K - $24.2K
43.3K $3.11M
T
At&T Inc.

Communication Services
895
+ 8.83%
$21.56 - $28.28 $19.3K - $25.3K
11K $311K
AWK
American Water Works Company, Inc.

Utilities
251
+ 14.83%
$121.01 - $149.31 $30.4K - $37.5K
1.94K $286K
VEA
Vanguard Ftse Developed Market

ETFs
28
+ 0.13%
$47.4 - $52.99 $1.33K - $1.48K
21.7K $1.11M
IBM
International Business Machines Corp

Technology
124
+ 8.06%
$217.4 - $264.74 $27K - $32.8K
1.66K $413K
SONY
Sony Group Corp

Technology
975
+ 9.4%
$19.88 - $25.64 $19.4K - $25K
11.3K $288K
Activity Summary
Buys All Purchases 156 New Holdings 18 Increased Positions 138 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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