Vista Wealth Management Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.49 Billion distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $233M, Dimensional ETF Tr Dimensional with a value of $160M, American Centy ETF Tr Avantis with a value of $152M, American Centy ETF Tr Avantis with a value of $72.4M, and Dimensional ETF Tr Dimensional with a value of $70.3M.
Examining the 13F form we can see an increase of $41M in the current position value, from $1.45B to 1.49B.
Below you can find more details about Vista Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.49 Billion
ETFs: $998 Million
Technology: $278 Million
Communication Services: $89.7 Million
Financial Services: $71 Million
Consumer Cyclical: $23.7 Million
Consumer Defensive: $9.58 Million
Healthcare: $9.12 Million
Industrials: $5.88 Million
Other: $2.99 Million
Stock Holdings Table Market Cap. of $200 Billions or more
