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
ORCL
Oracle Corp

Technology
319
+ 19.67%
$165.41 - $192.43 $52.8K - $61.4K
1.94K $323K
HD
Home Depot, Inc.

Consumer Cyclical
205
+ 8.84%
$385.02 - $431.37 $78.9K - $88.4K
2.53K $982K
ACN
Accenture PLC

Technology
125
+ 10.28%
$343.9 - $376.86 $43K - $47.1K
1.34K $471K
ABT
Abbott Laboratories

Healthcare
384
+ 9.9%
$111.93 - $119.39 $43K - $45.8K
4.26K $482K
PH
Parker Hannifin Corp

Industrials
60
+ 16.9%
$621.74 - $709.46 $37.3K - $42.6K
415 $263K
TJX
Tjx Companies Inc

Consumer Cyclical
229
+ 7.14%
$112.15 - $127.2 $25.7K - $29.1K
3.44K $414K
STT
State Street Corp

Financial Services
100
+ 3.57%
$85.96 - $100.78 $8.6K - $10.1K
2.9K $284K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.7K
+ 292.08%
$25.93 - $105.3 $537K - $2.18M
27.8K $774K
WDAY
Workday, Inc.

Technology
33
+ 1.74%
$233.85 - $279.91 $7.72K - $9.24K
1.93K $496K
INTU
Intuit Inc

Technology
26
+ 1.18%
$602.01 - $706.25 $15.7K - $18.4K
2.23K $1.4M
VZ
Verizon Communications Inc

Communication Services
1.38K
+ 26.81%
$39.6 - $45.21 $54.6K - $62.4K
6.53K $261K
BR
Broadridge Financial Solutions, Inc.

Technology
45
+ 2.51%
$209.64 - $236.44 $9.43K - $10.6K
1.84K $415K
BSX
Boston Scientific Corp

Healthcare
120
+ 3.32%
$83.62 - $91.5 $10K - $11K
3.74K $333K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
10
+ 2.46%
$1146.59 - $1270.6 $11.5K - $12.7K
417 $494K
PAYX
Paychex Inc

Industrials
75
+ 3.24%
$135.86 - $148.73 $10.2K - $11.2K
2.39K $335K
SHEL
Shell PLC

Energy
552
+ 17.99%
$60.63 - $70.23 $33.5K - $38.8K
3.62K $227K
TXN
Texas Instruments Inc

Technology
127
+ 3.3%
N/A
3.98K $774K
WCC
Wesco International Inc

Industrials
41
+ 3.33%
$164.11 - $213.19 $6.73K - $8.74K
1.27K $230K
VTRS
Viatris Inc

Healthcare
813
+ 6.79%
$11.32 - $13.37 $9.2K - $10.9K
12.8K $159K
ITW
Illinois Tool Works Inc

Industrials
107
+ 12.99%
$253.56 - $278.5 $27.1K - $29.8K
931 $236K
GWW
W.W. Grainger, Inc.

Industrials
14
+ 3.95%
$1023.06 - $1220.93 $14.3K - $17.1K
368 $387K
ROST
Ross Stores, Inc.

Consumer Cyclical
113
+ 8.4%
$138.59 - $156.61 $15.7K - $17.7K
1.46K $220K
CAT
Caterpillar Inc

Industrials
106
+ 13.49%
$360.37 - $416.88 $38.2K - $44.2K
892 $323K
BRK-B
Berkshire Hathaway Inc Class B

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

Technology
65
+ 2.74%
N/A
2.44K $304K
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
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
DFSU
Dimensional ETF Tr Dimen Us Su
53K
+ 10.15%
N/A
576K $0
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
PATH
Ui Path, Inc.

Technology
50
+ 0.41%
$11.95 - $15.5 $598 - $775
12.3K $155K
FNDA
Schwab Fundamental U S Small C

ETFs
6.04K
+ 99.59%
$29.26 - $59.11 $177K - $357K
12.1K $359K
HUBB
Hubbell Inc

Industrials
9
+ 1.65%
$418.89 - $472.12 $3.77K - $4.25K
556 $232K
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
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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