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
GILD
Gilead Sciences, Inc.

Healthcare
156
+ 6.28%
$89.14 - $117.41 $13.9K - $18.3K
2.64K $296K
PINS
Pinterest, Inc.

Communication Services
1.26K
+ 10.78%
$29.79 - $40.0 $37.5K - $50.4K
12.9K $401K
IBN
Icici Bank LTD

Financial Services
1.29K
+ 13.51%
$27.55 - $31.67 $35.4K - $40.7K
10.8K $340K
BSX
Boston Scientific Corp

Healthcare
122
+ 3.26%
$89.38 - $106.18 $10.9K - $13K
3.86K $389K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 2.68%
$890.62 - $1076.86 $23.2K - $28K
996 $941K
TTWO
Take Two Interactive Software Inc

Communication Services
51
+ 2.94%
$178.61 - $217.95 $9.11K - $11.1K
1.78K $369K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.42K
+ 8.83%
$11.66 - $14.98 $16.5K - $21.2K
17.5K $237K
HOOD
Robinhood Markets, Inc.

Technology
131
+ 1.36%
$35.63 - $65.28 $4.67K - $8.55K
9.79K $407K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
333
+ 1.48%
$76.94 - $78.28 $25.6K - $26.1K
22.9K $1.79M
PEP
Pepsico Inc

Consumer Defensive
328
+ 11.29%
$142.64 - $156.42 $46.8K - $51.3K
3.23K $484K
MCD
Mcdonalds Corp

Consumer Cyclical
71
+ 7.91%
$279.74 - $321.29 $19.9K - $22.8K
969 $302K
PAYX
Paychex Inc

Industrials
52
+ 2.17%
$136.06 - $154.52 $7.08K - $8.04K
2.44K $376K
VRSK
Verisk Analytics, Inc.

Industrials
51
+ 4.97%
$268.63 - $301.33 $13.7K - $15.4K
1.08K $320K
BR
Broadridge Financial Solutions, Inc.

Technology
20
+ 1.09%
$221.46 - $244.83 $4.43K - $4.9K
1.86K $450K
PSX
Phillips 66

Energy
132
+ 6.95%
$113.93 - $131.55 $15K - $17.4K
2.03K $250K
NOK
Nokia Corp

Technology
1.12K
+ 3.84%
$4.43 - $5.42 $4.96K - $6.06K
30.2K $159K
TTE
Total Energies Se

Energy
440
+ 11.67%
N/A
4.21K $288K
RBLX
Roblox Corp

Communication Services
48
+ 0.08%
$53.77 - $75.47 $2.58K - $3.62K
59.8K $3.49M
WMT
Walmart Inc.

Consumer Defensive
576
+ 6.76%
$84.5 - $105.05 $48.7K - $60.5K
9.09K $798K
TXN
Texas Instruments Inc

Technology
142
+ 3.57%
N/A
4.12K $801K
CSCO
Cisco Systems, Inc.

Technology
81
+ 1.0%
$58.74 - $64.87 $4.76K - $5.25K
8.15K $503K
TM
Toyota Motor Corp

Consumer Cyclical
286
+ 20.91%
$176.53 - $195.35 $50.5K - $55.9K
1.65K $291K
PG
Procter & Gamble CO

Consumer Defensive
25
+ 0.35%
$158.56 - $176.26 $3.96K - $4.41K
7.24K $1.23M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
424
+ 4.05%
$14.13 - $16.72 $5.99K - $7.09K
10.9K $168K
UNP
Union Pacific Corp

Industrials
33
+ 3.02%
$225.21 - $254.42 $7.43K - $8.4K
1.13K $265K
NMR
Nomura Holdings Inc

Financial Services
1.85K
+ 18.19%
$5.56 - $6.98 $10.3K - $12.9K
12K $73K
MU
Micron Technology Inc

Technology
56
+ 1.76%
$86.89 - $109.38 $4.87K - $6.13K
3.24K $281K
TJX
Tjx Companies Inc

Consumer Cyclical
71
+ 2.07%
$112.81 - $126.16 $8.01K - $8.96K
3.51K $427K
AVGO
Broadcom Inc.

Technology
1.25K
+ 40.89%
$167.43 - $244.7 $210K - $307K
4.32K $722K
QCOM
Qualcomm Inc

Technology
70
+ 3.69%
$151.94 - $175.86 $10.6K - $12.3K
1.97K $302K
C
Citigroup Inc

Financial Services
87
+ 2.41%
$67.23 - $84.63 $5.85K - $7.36K
3.7K $262K
FISV
Fiserv Inc

Technology
55
+ 2.26%
N/A
2.49K $311K
MCO
Moodys Corp

Financial Services
20
+ 2.92%
$437.8 - $527.48 $8.76K - $10.5K
706 $328K
ITW
Illinois Tool Works Inc

Industrials
40
+ 4.3%
$244.9 - $274.48 $9.8K - $11K
971 $240K
BAC
Bank Of America Corp

Financial Services
468
+ 5.86%
$39.61 - $47.74 $18.5K - $22.3K
8.46K $352K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.34%
N/A
1.46K $266K
Dimensional ETF Trust
656
+ 18.32%
N/A
4.24K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
3.95K
+ 1.91%
N/A
210K $0
Natwest Group PLC
985
+ 8.39%
N/A
12.7K $0
Aegon LTD
265
+ 1.66%
N/A
16.2K $0
Fidelity Wise Origin Bitcoin
44
+ 0.26%
N/A
17.3K $0
Ea Series Trust
46
+ 0.49%
N/A
9.47K $0
DIS
Walt Disney CO

Communication Services
229
+ 12.27%
$96.87 - $114.0 $22.2K - $26.1K
2.1K $206K
MS
Morgan Stanley

Financial Services
131
+ 6.71%
$111.68 - $141.08 $14.6K - $18.5K
2.08K $243K
BA
Boeing CO

Industrials
76
+ 3.17%
$148.15 - $186.25 $11.3K - $14.2K
2.48K $422K
PH
Parker Hannifin Corp

Industrials
13
+ 3.13%
$591.65 - $707.05 $7.69K - $9.19K
428 $260K
DHR
Danaher Corp

Healthcare
197
+ 11.22%
$201.62 - $250.59 $39.7K - $49.4K
1.95K $400K
PANW
Palo Alto Networks Inc

Technology
64
+ 4.29%
$167.82 - $208.28 $10.7K - $13.3K
1.56K $265K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 5.66%
$4295.4 - $5141.88 $12.9K - $15.4K
56 $257K
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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