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
DOCU
Docusign, Inc.

Technology
212
+ 7.02%
$74.7 - $97.7 $15.8K - $20.7K
3.23K $263K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
160
+ 3.91%
$51.45 - $58.51 $8.23K - $9.36K
4.25K $220K
CAT
Caterpillar Inc

Industrials
51
+ 5.72%
$326.75 - $407.63 $16.7K - $20.8K
943 $311K
AMP
Ameriprise Financial Inc

Financial Services
25
+ 4.27%
$472.29 - $575.13 $11.8K - $14.4K
610 $295K
INTU
Intuit Inc

Technology
23
+ 1.03%
$555.63 - $630.23 $12.8K - $14.5K
2.26K $1.39M
HON
Honeywell International Inc

Industrials
1
+ 0.07%
$202.75 - $226.52 $203 - $227
1.39K $295K
SHOP
Shopify Inc.

Technology
43
+ 1.87%
$90.59 - $129.31 $3.9K - $5.56K
2.35K $223K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.54%
$953.54 - $1132.42 $1.91K - $2.26K
370 $365K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
174
+ 2.42%
$40.03 - $46.81 $6.97K - $8.14K
7.36K $298K
IVV
Ishares Core S&P 500 ETF

ETFs
26
+ 1.76%
$554.06 - $615.85 $14.4K - $16K
1.5K $843K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8
+ 0.33%
$126.86 - $146.45 $1.01K - $1.17K
2.4K $305K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.0%
$115.08 - $123.97 $115 - $124
21.1K $2.44M
MSA
Msa Safety Inc

Industrials
26
+ 1.27%
$146.69 - $166.47 $3.81K - $4.33K
2.08K $305K
ADBE
Adobe Inc.

Technology
27
+ 3.61%
$377.84 - $464.11 $10.2K - $12.5K
774 $296K
USB
Us Bancorp \De\

Financial Services
111
+ 1.41%
$40.92 - $50.9 $4.54K - $5.65K
7.99K $337K
WSM
Williams Sonoma Inc

Consumer Cyclical
39
+ 2.21%
$158.1 - $217.71 $6.17K - $8.49K
1.8K $284K
NRDS
Nerdwallet, Inc.

Financial Services
745
+ 6.38%
$8.77 - $15.15 $6.53K - $11.3K
12.4K $112K
VGT
Vanguard Information Technolog

ETFs
16
+ 2.45%
$542.38 - $646.34 $8.68K - $10.3K
669 $363K
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.44%
$347.25 - $424.87 $3.82K - $4.67K
2.54K $929K
TWLO
Twilio Inc

Communication Services
117
+ 1.52%
$94.9 - $148.35 $11.1K - $17.4K
7.83K $766K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.01%
$24.91 - $29.02 $49.8 - $58
27.8K $695K
VB
Vanguard Small Cap ETF

ETFs
35
+ 0.63%
$217.89 - $252.64 $7.63K - $8.84K
5.58K $1.24M
SNAP
Snap Inc

Communication Services
432
+ 0.8%
$8.37 - $12.57 $3.62K - $5.43K
54.6K $475K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.93K
+ 5.18%
$80.08 - $92.93 $154K - $179K
39.1K $3.17M
LYFT
Lyft, Inc.

Technology
375
+ 0.24%
$11.27 - $15.12 $4.23K - $5.67K
154K $1.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
63
+ 1.3%
$468.34 - $539.52 $29.5K - $34K
4.92K $2.31M
AMZN
Amazon Com Inc

Consumer Cyclical
2.99K
+ 11.13%
$190.26 - $242.06 $568K - $723K
29.8K $5.67M
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 0.15%
$271.18 - $303.12 $5.42K - $6.06K
13.7K $3.75M
AXP
American Express CO

Financial Services
63
+ 0.72%
$255.39 - $325.87 $16.1K - $20.5K
8.78K $2.36M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
+ 0.18%
$333.37 - $384.99 $4.67K - $5.39K
7.6K $2.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
783
+ 2.93%
$507.05 - $563.67 $397K - $441K
27.5K $14.1M
MDB
Mongo Db, Inc.

Technology
7
+ 0.1%
$175.4 - $298.52 $1.23K - $2.09K
7.3K $1.28M
NOW
Service Now, Inc.

Technology
13
+ 0.38%
$783.83 - $1170.39 $10.2K - $15.2K
3.46K $2.75M
GOOGL
Alphabet Inc.

Communication Services
374
+ 0.94%
$154.33 - $206.19 $57.7K - $77.1K
40K $6.18M
TSLA
Tesla, Inc.

Consumer Cyclical
3.47K
+ 22.63%
$222.15 - $428.22 $771K - $1.49M
18.8K $4.88M
DFAS
Dimensional ETF Tr U S Small C

ETFs
37.4K
+ 4.98%
$58.81 - $68.2 $2.2M - $2.55M
788K $47.1M
AAPL
Apple Inc.

Technology
1.01K
+ 0.76%
$209.68 - $247.1 $212K - $250K
135K $30M
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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