Vista Wealth Management Group, LLC New Holdings in Q4 2024

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOOG
Vanguard S&P 500 Growth ETF

ETFs
7.59K
New
$340.59 - $380.5 $2.59M - $2.89M
7.59K $2.78M
TROW
Price T Rowe Group Inc

Financial Services
3.89K
New
$106.48 - $124.69 $414K - $485K
3.89K $439K
USB
Us Bancorp \De\

Financial Services
7.88K
New
$43.98 - $53.66 $347K - $423K
7.88K $376K
HOOD
Robinhood Markets, Inc.

Technology
9.66K
New
$22.33 - $43.2 $216K - $417K
9.66K $359K
DOCU
Docusign, Inc.

Technology
3.02K
New
$61.42 - $106.99 $185K - $323K
3.02K $271K
TM
Toyota Motor Corp

Consumer Cyclical
1.37K
New
$169.2 - $199.52 $231K - $273K
1.37K $266K
TTE
Total Energies Se

Energy
3.77K
New
N/A
3.77K $258K
C
Citigroup Inc

Financial Services
3.62K
New
$61.31 - $72.5 $222K - $262K
3.62K $254K
MS
Morgan Stanley

Financial Services
1.95K
New
$104.42 - $134.99 $204K - $264K
1.95K $245K
SHOP
Shopify Inc.

Technology
2.3K
New
$78.14 - $119.49 $180K - $275K
2.3K $244K
T
At&T Inc.

Communication Services
10.1K
New
$21.22 - $23.88 $215K - $242K
10.1K $230K
GILD
Gilead Sciences, Inc.

Healthcare
2.49K
New
$83.95 - $97.9 $209K - $243K
2.49K $229K
EMR
Emerson Electric CO

Industrials
1.82K
New
$108.13 - $134.33 $197K - $245K
1.82K $225K
HDB
Hdfc Bank LTD

Financial Services
3.5K
New
$59.45 - $68.01 $208K - $238K
3.5K $223K
KR
Kroger CO

Consumer Defensive
3.59K
New
$55.21 - $63.3 $198K - $227K
3.59K $219K
SONY
Sony Group Corp

Technology
10.4K
New
$17.53 - $96.8 $182K - $1M
10.4K $219K
OKE
Oneok Inc

Energy
2.07K
New
$92.28 - $117.05 $191K - $242K
2.07K $207K
DIS
Walt Disney CO

Communication Services
1.87K
New
$92.39 - $117.6 $172K - $219K
1.87K $207K
GM
General Motors CO

Consumer Cyclical
3.87K
New
$44.82 - $60.2 $174K - $233K
3.87K $206K
UBS
Ubs Group Ag

Financial Services
6.78K
New
$29.78 - $33.08 $202K - $224K
6.78K $205K
DECK
Deckers Outdoor Corp

Consumer Cyclical
985
New
$152.04 - $211.12 $150K - $208K
985 $200K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.5K
New
$12.27 - $15.41 $129K - $161K
10.5K $151K
STLA
Stellantis N.V.

Consumer Cyclical
11K
New
$12.37 - $13.99 $137K - $154K
11K $144K
WIT
Wipro LTD

Technology
22.4K
New
$3.54 - $7.24 $79.4K - $162K
22.4K $79K
NMR
Nomura Holdings Inc

Financial Services
10.2K
New
$5.05 - $6.25 $51.3K - $63.5K
10.2K $58K
RIG
Transocean Ltd.

Energy
10.2K
New
$3.47 - $4.67 $35.3K - $47.5K
10.2K $38K
LYG
Lloyds Banking Group PLC

Financial Services
14.2K
New
$2.67 - $3.23 $37.9K - $45.8K
14.2K $38K
Dimensional ETF Trust
3.58K
New
N/A
3.58K $0
Celestica Inc
2.25K
New
N/A
2.25K $0
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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