Vista Wealth Management Group, LLC New Holdings in Q3 2024

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.6K
New
$91.42 - $91.82 $965K - $970K
10.6K $969K
ADI
Analog Devices Inc

Technology
1.37K
New
$200.56 - $243.33 $274K - $333K
1.37K $314K
IBM
International Business Machines Corp

Technology
1.31K
New
$175.1 - $223.38 $229K - $292K
1.31K $288K
VTV
Vanguard Value ETF

ETFs
1.64K
New
$159.75 - $174.57 $262K - $286K
1.64K $285K
INFY
Infosys LTD

Technology
12.7K
New
$18.76 - $23.28 $238K - $296K
12.7K $282K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.13K
New
$77.02 - $85.06 $241K - $266K
3.13K $264K
STT
State Street Corp

Financial Services
2.8K
New
$73.37 - $89.31 $205K - $250K
2.8K $247K
VBR
Vanguard Small Cap Value ETF

ETFs
1.21K
New
$179.99 - $201.6 $218K - $244K
1.21K $242K
BHP
Bhp Group LTD

Basic Materials
3.91K
New
$51.32 - $62.11 $201K - $243K
3.91K $242K
URI
United Rentals, Inc.

Industrials
295
New
$627.41 - $814.1 $185K - $240K
295 $238K
UNP
Union Pacific Corp

Industrials
947
New
$221.78 - $256.09 $210K - $243K
947 $233K
GE
General Electric CO

Industrials
1.23K
New
$156.66 - $189.66 $193K - $233K
1.23K $231K
VZ
Verizon Communications Inc

Communication Services
5.15K
New
$38.89 - $45.0 $200K - $232K
5.15K $231K
VRSK
Verisk Analytics, Inc.

Industrials
854
New
$260.31 - $285.99 $222K - $244K
854 $228K
PH
Parker Hannifin Corp

Industrials
355
New
$501.01 - $635.92 $178K - $226K
355 $224K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.39K
New
$136.93 - $162.81 $191K - $227K
1.39K $223K
ITW
Illinois Tool Works Inc

Industrials
824
New
$233.14 - $263.97 $192K - $218K
824 $215K
BKNG
Booking Holdings Inc.

Consumer Cyclical
51
New
$3305.62 - $4268.05 $169K - $218K
51 $214K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.62K
New
$73.43 - $80.37 $192K - $210K
2.62K $210K
IBN
Icici Bank LTD

Financial Services
6.98K
New
$27.58 - $31.38 $193K - $219K
6.98K $208K
BBY
Best Buy CO Inc

Consumer Cyclical
2.02K
New
$80.23 - $103.29 $162K - $209K
2.02K $208K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.1K
New
$90.87 - $102.43 $191K - $215K
2.1K $207K
WCC
Wesco International Inc

Industrials
1.23K
New
$149.47 - $183.24 $184K - $226K
1.23K $206K
BNS
Bank Of Nova Scotia

Financial Services
3.76K
New
$44.71 - $54.78 $168K - $206K
3.76K $204K
SHEL
Shell PLC

Energy
3.07K
New
$65.65 - $73.28 $201K - $225K
3.07K $202K
CIG
Energy CO Of Minas Gerais

Utilities
13.3K
New
$1.76 - $2.19 $23.4K - $29.1K
13.3K $27K
Maplebear Inc
11.2K
New
N/A
11.2K $0
Veralto Corp
1.91K
New
N/A
1.91K $0
Natwest Group PLC
10.7K
New
N/A
10.7K $0
Activity Summary
Buys All Purchases 137 New Holdings 30 Increased Positions 107 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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