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
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.08K
+ 193.89%
$25.79 - $80.4 $131K - $408K
7.7K $200K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
87
+ 3.2%
$209.89 - $233.24 $18.3K - $20.3K
2.81K $596K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.08K
+ 194.34%
$26.93 - $84.95 $164K - $516K
9.2K $251K
QCOM
Qualcomm Inc

Technology
87
+ 4.8%
$150.4 - $178.04 $13.1K - $15.5K
1.9K $291K
HPQ
Hp Inc

Technology
135
+ 1.78%
$32.46 - $39.3 $4.38K - $5.31K
7.71K $251K
MSA
Msa Safety Inc

Industrials
13
+ 0.64%
$163.63 - $178.77 $2.13K - $2.32K
2.06K $340K
GE
General Electric CO

Industrials
20
+ 1.63%
$159.95 - $194.23 $3.2K - $3.88K
1.25K $208K
PSX
Phillips 66

Energy
68
+ 3.71%
$110.35 - $138.93 $7.5K - $9.45K
1.9K $216K
PANW
Palo Alto Networks Inc

Technology
608
+ 68.78%
$181.96 - $405.9 $111K - $247K
1.49K $271K
AWK
American Water Works Company, Inc.

Utilities
19
+ 1.14%
$123.83 - $146.07 $2.35K - $2.78K
1.69K $210K
AFL
Aflac Inc

Financial Services
143
+ 2.43%
$100.37 - $115.27 $14.4K - $16.5K
6.03K $623K
PINS
Pinterest, Inc.

Communication Services
59
+ 0.51%
$28.24 - $34.15 $1.67K - $2.01K
11.7K $338K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.4K
+ 99.53%
$18.41 - $40.87 $173K - $384K
18.9K $348K
CI
Cigna Corp

Healthcare
51
+ 6.47%
$265.59 - $358.58 $13.5K - $18.3K
839 $231K
PLD
Prologis, Inc.

Real Estate
80
+ 3.2%
$101.4 - $126.96 $8.11K - $10.2K
2.58K $272K
ADBE
Adobe Inc.

Technology
8
+ 1.08%
$437.39 - $552.96 $3.5K - $4.42K
747 $332K
LLY
Eli Lilly & CO

Healthcare
59
+ 5.46%
$727.2 - $932.06 $42.9K - $55K
1.14K $879K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.37%
$396.64 - $516.74 $1.98K - $2.58K
1.35K $542K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
410
+ 1.28%
$74.5 - $78.37 $30.5K - $32.1K
32.5K $2.43M
LMT
Lockheed Martin Corp

Industrials
32
+ 2.55%
$479.66 - $614.62 $15.3K - $19.7K
1.29K $626K
AMAT
Applied Materials Inc

Technology
15
+ 0.52%
$161.44 - $213.89 $2.42K - $3.21K
2.92K $475K
RDY
Dr Reddys Laboratories LTD

Healthcare
7.33K
+ 179.37%
$13.99 - $79.75 $103K - $584K
11.4K $180K
MDB
Mongo Db, Inc.

Technology
3
+ 0.04%
$232.81 - $350.13 $698 - $1.05K
7.3K $1.7M
AMD
Advanced Micro Devices Inc

Technology
12
+ 0.13%
$118.88 - $172.8 $1.43K - $2.07K
8.96K $1.08M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
236
+ 0.55%
$82.28 - $117.52 $19.4K - $27.7K
43.1K $3.66M
AVEM
American Centy ETF Tr Avantis

ETFs
71.1K
+ 8.0%
$58.59 - $66.14 $4.17M - $4.7M
960K $56.5M
UBER
Uber Technologies, Inc

Technology
14
+ 0.01%
$59.93 - $86.34 $839 - $1.21K
186K $11.2M
DFAR
Dimensional ETF Tr Dimensional

ETFs
71.6K
+ 2.43%
$22.72 - $25.76 $1.63M - $1.85M
3.02M $70.3M
DIHP
Dimensional ETF Tr Dimensional

ETFs
288K
+ 4.77%
$25.15 - $27.57 $7.25M - $7.95M
6.34M $160M
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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