Vista Wealth Management Group, LLC Reduced Holdings in Q3 2024

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
-5.09K
- 2.14%
$108.56 - $143.02 $553K - $728K
233K $26.8M
DDOG
Datadog, Inc.

Technology
-13K
- 5.2%
$104.97 - $134.56 $1.37M - $1.75M
238K $27.3M
GOOG
Alphabet Inc.

Communication Services
-740
- 1.03%
$149.54 - $192.66 $111K - $143K
70.8K $11.8M
PCOR
Procore Technologies, Inc.

Technology
-8
- -0.0%
$51.74 - $71.71 $414 - $574
224K $13.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
-114
- 1.34%
$217.89 - $392.15 $24.8K - $44.7K
8.4K $2.36M
GOOGL
Alphabet Inc.

Communication Services
-1.57K
- 4.04%
$148.65 - $191.18 $233K - $300K
37.3K $6.18M
ABNB
Airbnb, Inc.

Consumer Cyclical
-133
- 0.48%
$113.01 - $154.34 $15K - $20.5K
27.7K $3.51M
CRM
Salesforce, Inc.

Technology
-1.5K
- 34.18%
$238.42 - $276.53 $358K - $415K
2.89K $791K
INTU
Intuit Inc

Technology
-380
- 14.69%
$602.97 - $670.49 $229K - $255K
2.21K $1.37M
SNAP
Snap Inc

Communication Services
-152
- 0.28%
$8.29 - $16.84 $1.26K - $2.56K
53.8K $575K
INTC
Intel Corp

Technology
-3.91K
- 31.23%
$18.9 - $34.87 $73.8K - $136K
8.6K $201K
PINS
Pinterest, Inc.

Communication Services
-201
- 1.7%
$28.66 - $43.51 $5.76K - $8.75K
11.6K $376K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.14K
- 38.65%
$30.55 - $30.85 $127K - $128K
6.58K $202K
AMAT
Applied Materials Inc

Technology
-31
- 1.06%
$174.88 - $254.97 $5.42K - $7.9K
2.91K $587K
MRK
Merck & Co., Inc.

Healthcare
-204
- 3.07%
$111.15 - $128.97 $22.7K - $26.3K
6.45K $732K
MCK
Mckesson Corp

Healthcare
-12
- 1.48%
$479.06 - $630.38 $5.75K - $7.56K
797 $393K
ENIC
Enel Chile S.A.

Utilities
-22K
- 63.0%
$2.54 - $2.95 $55.9K - $64.9K
12.9K $36K
ZM
Zoom Video Communications, Inc.

Technology
-2K
- 27.12%
$55.32 - $71.9 $111K - $144K
5.38K $375K
VO
Vanguard Mid Cap ETF

ETFs
-835
- 10.48%
$237.84 - $263.83 $199K - $220K
7.13K $1.88M
CVX
Chevron Corp

Energy
-16
- 0.33%
$137.88 - $161.97 $2.21K - $2.59K
4.77K $702K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.9K
- 7.82%
$38.51 - $41.69 $150K - $162K
45.9K $1.91M
ELV
Elevance Health, Inc.

Healthcare
-40
- 4.29%
$500.12 - $562.29 $20K - $22.5K
892 $463K
DFAI
Dimensional ETF Tr

ETFs
-16.6K
- 7.15%
$28.69 - $32.06 $477K - $533K
216K $6.86M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.07K
- 4.6%
$76.38 - $78.87 $81.7K - $84.3K
22.2K $1.75M
IVV
Ishares Core S&P 500 ETF

ETFs
-142
- 8.33%
$520.18 - $576.82 $73.9K - $81.9K
1.56K $900K
ADBE
Adobe Inc.

Technology
-5
- 0.67%
$508.13 - $586.55 $2.54K - $2.93K
739 $382K
TWLO
Twilio Inc

Communication Services
-1.66K
- 17.57%
$56.03 - $65.23 $93.2K - $109K
7.81K $509K
IEFA
Ishares Tr

ETFs
-1.1K
- 10.15%
$70.09 - $78.74 $76.7K - $86.2K
9.7K $756K
ROST
Ross Stores, Inc.

Consumer Cyclical
-243
- 15.29%
$136.06 - $155.24 $33.1K - $37.7K
1.35K $202K
CSCO
Cisco Systems, Inc.

Technology
-1.45K
- 16.72%
$44.74 - $53.22 $65K - $77.3K
7.24K $385K
MUB
Ishares National Muni Bond ETF

ETFs
-183
- 3.9%
$106.13 - $108.7 $19.4K - $19.9K
4.51K $490K
Fidelity Wise Origin Bitcoin
-15
- 0.09%
N/A
17.2K $0
AMGN
Amgen Inc

Healthcare
-35
- 3.13%
$309.38 - $337.38 $10.8K - $11.8K
1.08K $349K
Manager Directed Portfolios
-40.4K
- 3.65%
N/A
1.07M $0
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 3.88%
$801.83 - $917.05 $32.9K - $37.6K
1.02K $899K
BLND
Blend Labs, Inc.

Technology
-7.41K
- 33.33%
$2.33 - $4.1 $17.3K - $30.4K
14.8K $55K
NOK
Nokia Corp

Technology
-3.12K
- 9.47%
$3.62 - $4.48 $11.3K - $14K
29.8K $130K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-197
- 4.25%
$113.41 - $125.62 $22.3K - $24.7K
4.44K $557K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-92
- 5.31%
$523.84 - $572.02 $48.2K - $52.6K
1.64K $935K
PEP
Pepsico Inc

Consumer Defensive
-45
- 1.27%
$161.9 - $179.3 $7.29K - $8.07K
3.49K $593K
DFAE
Dimensional ETF Tr

ETFs
-4K
- 4.83%
$24.46 - $27.82 $97.7K - $111K
78.7K $2.16M
FNDX
Schwab Fundamental U S Large C

ETFs
-45
- 0.88%
$65.36 - $71.76 $2.94K - $3.23K
5.06K $363K
FNDA
Schwab Fundamental U S Small C

ETFs
-3
- 0.05%
$54.26 - $60.01 $163 - $180
6.07K $361K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9
- 0.21%
$434.77 - $502.96 $3.91K - $4.53K
4.36K $2.13M
ABT
Abbott Laboratories

Healthcare
-15
- 0.39%
$100.07 - $118.13 $1.5K - $1.77K
3.88K $442K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-916
- 3.67%
$162.64 - $179.3 $149K - $164K
24.1K $4.31M
DFIV
Dimensional ETF Tr

ETFs
-695
- 0.95%
$34.66 - $38.38 $24.1K - $26.7K
72.3K $2.75M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.22K
- 3.55%
$64.57 - $71.76 $78.7K - $87.5K
33.1K $2.37M
RTX
Raytheon Technologies Corp

Industrials
-122
- 1.48%
$99.55 - $123.34 $12.1K - $15K
8.1K $981K
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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