VISTA INVESTMENT MANAGEMENT Diversified Active

CIK: 0001740140 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 15, 2023

Total Value ($000): $189,198 (100.0% shares, 0.0% debt)

Holdings (167)

SPSB SPDR SER TR 4.0%
Value ($000) $7,534 Shares 254,286 Est. Cost $30.53 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 3.5%
Value ($000) $6,577 Shares 86,279 Est. Cost $79.65 Unrealized
VGT VANGUARD WORLD FDS 2.6%
Value ($000) $4,989 Shares 12,941 Est. Cost $188.27 Unrealized
FLTR VANECK ETF TRUST 2.4%
Value ($000) $4,530 Shares 181,417 Est. Cost $25.27 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 2.2%
Value ($000) $4,141 Shares 167,528 Est. Cost $24.92 Unrealized
QUS SPDR SER TR 2.2%
Value ($000) $4,113 Shares 35,475 Est. Cost $91.97 Unrealized
QUAL ISHARES TR 2.1%
Value ($000) $4,034 Shares 32,516 Est. Cost $89.95 Unrealized
IJR ISHARES TR 2.0%
Value ($000) $3,867 Shares 39,993 Est. Cost $75.65 Unrealized
ICSH ISHARES TR 1.9%
Value ($000) $3,539 Shares 70,436 Est. Cost $50.52 Unrealized
EPS WISDOMTREE TR 1.8%
Value ($000) $3,353 Shares 76,696 Est. Cost $46.86 Unrealized
BIL SPDR SER TR 1.7%
Value ($000) $3,284 Shares 35,762 Est. Cost $91.53 Unrealized
SPEM SPDR INDEX SHS FDS 1.6%
Value ($000) $3,008 Shares 88,128 Est. Cost $36.11 Unrealized
SPIB SPDR SER TR 1.6%
Value ($000) $2,965 Shares 91,264 Est. Cost $33.29 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $2,873 Shares 148,824 Est. Cost $19.26 Unrealized
SPMD SPDR SER TR 1.5%
Value ($000) $2,797 Shares 63,650 Est. Cost $33.19 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $2,583 Shares 4,482 Est. Cost $194.93 Unrealized +186.6%
STZ CONSTELLATION BRANDS INC 1.3%
Value ($000) $2,533 Shares 11,213 Est. Cost $184.16 Unrealized +14.6%
SRLN SSGA ACTIVE ETF TR 1.3%
Value ($000) $2,489 Shares 60,031 Est. Cost $46.14 Unrealized
RUSHB RUSH ENTERPRISES INC 1.3%
Value ($000) $2,383 Shares 39,795 Est. Cost $18.75 Unrealized +98.0%
LOW LOWES COS INC 1.2%
Value ($000) $2,346 Shares 11,734 Est. Cost $78.82 Unrealized +143.8%
RSPT INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,346 Shares 8,502 Est. Cost $244.24 Unrealized
IJH ISHARES TR 1.1%
Value ($000) $2,161 Shares 8,640 Est. Cost $195.08 Unrealized
FLRN SPDR SER TR 1.1%
Value ($000) $2,118 Shares 69,586 Est. Cost $30.54 Unrealized
VOX VANGUARD WORLD FDS 1.1%
Value ($000) $2,052 Shares 21,228 Est. Cost $94.75 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 1.1%
Value ($000) $2,004 Shares 23,923 Est. Cost $59.11 Unrealized +25.7%
DGS WISDOMTREE TR 1.1%
Value ($000) $1,990 Shares 43,454 Est. Cost $44.42 Unrealized
WCC WESCO INTL INC 1.0%
Value ($000) $1,938 Shares 12,541 Est. Cost $76.02 Unrealized +91.7%
SPDW SPDR INDEX SHS FDS 1.0%
Value ($000) $1,927 Shares 60,005 Est. Cost $30.73 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $1,920 Shares 10,530 Est. Cost $91.55 Unrealized +73.4%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $1,913 Shares 47,351 Est. Cost $42.80 Unrealized
ELV ELEVANCE HEALTH INC 1.0%
Value ($000) $1,811 Shares 3,938 Est. Cost $191.44 Unrealized +137.8%
SLQD ISHARES TR 0.9%
Value ($000) $1,700 Shares 35,057 Est. Cost $48.41 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.9%
Value ($000) $1,685 Shares 100,574 Est. Cost $19.38 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $1,619 Shares 12,426 Est. Cost $91.95 Unrealized +39.4%
HYZD WISDOMTREE TR 0.8%
Value ($000) $1,601 Shares 77,105 Est. Cost $23.36 Unrealized
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $1,596 Shares 3,377 Est. Cost $205.58 Unrealized +122.4%
ACTIVISION BLIZZARD INC 0.8%
Value ($000) $1,594 Shares 18,623 Est. Cost $60.48 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.8%
Value ($000) $1,557 Shares 97,570 Est. Cost $19.68 Unrealized
TE CONNECTIVITY LTD 0.8%
Value ($000) $1,533 Shares 11,686 Est. Cost $93.86 Unrealized
FBIZ FIRST BUSINESS FINL SVCS INC 0.8%
Value ($000) $1,504 Shares 49,310 Est. Cost $19.38 Unrealized +63.1%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,495 Shares 28,598 Est. Cost $35.72 Unrealized +25.6%
COHR COHERENT CORP 0.8%
Value ($000) $1,478 Shares 38,802 Est. Cost $45.74 Unrealized -11.0%
COF CAPITAL ONE FINL CORP 0.8%
Value ($000) $1,429 Shares 14,862 Est. Cost $91.75 Unrealized +8.7%
AAPL APPLE INC 0.7%
Value ($000) $1,414 Shares 8,576 Est. Cost $91.82 Unrealized +58.5%
SPYM SPDR SER TR 0.7%
Value ($000) $1,408 Shares 29,241 Est. Cost $32.43 Unrealized
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,380 Shares 4,786 Est. Cost $83.47 Unrealized +198.9%
VO VANGUARD INDEX FDS 0.7%
Value ($000) $1,329 Shares 6,302 Est. Cost $168.13 Unrealized
EOG EOG RES INC 0.7%
Value ($000) $1,256 Shares 10,958 Est. Cost $71.41 Unrealized +53.1%
VAW VANGUARD WORLD FDS 0.6%
Value ($000) $1,213 Shares 6,820 Est. Cost $145.88 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $1,209 Shares 11,365 Est. Cost $66.40 Unrealized +48.6%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $1,204 Shares 32,205 Est. Cost $42.90 Unrealized -5.7%
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,195 Shares 5,854 Est. Cost $150.40 Unrealized
BALT INNOVATOR ETFS TR 0.6%
Value ($000) $1,182 Shares 43,418 Est. Cost $25.93 Unrealized
XBI SPDR SER TR 0.6%
Value ($000) $1,160 Shares 15,215 Est. Cost $85.67 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,135 Shares 8,880 Est. Cost $120.90 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $1,114 Shares 11,125 Est. Cost $106.25 Unrealized -7.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,106 Shares 11,291 Est. Cost $65.81 Unrealized +40.2%
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,098 Shares 21,828 Est. Cost $50.13 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,092 Shares 32,027 Est. Cost $35.48 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,069 Shares 7,081 Est. Cost $66.72 Unrealized
RMD RESMED INC 0.5%
Value ($000) $1,022 Shares 4,665 Est. Cost $76.27 Unrealized +177.0%
SHM SPDR SER TR 0.5%
Value ($000) $1,007 Shares 21,172 Est. Cost $48.06 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.5%
Value ($000) $1,003 Shares 18,462 Est. Cost $101.50 Unrealized -40.5%
VB VANGUARD INDEX FDS 0.5%
Value ($000) $983 Shares 5,185 Est. Cost $151.73 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $981 Shares 6,014 Est. Cost $103.62 Unrealized +43.3%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $979 Shares 21,665 Est. Cost $44.21 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $972 Shares 13,086 Est. Cost $56.02 Unrealized +34.2%
INGR INGREDION INC 0.5%
Value ($000) $936 Shares 9,196 Est. Cost $115.23 Unrealized -13.4%
WPC WP CAREY INC 0.5%
Value ($000) $927 Shares 11,967 Est. Cost $66.38 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.5%
Value ($000) $919 Shares 2,570 Est. Cost $400.05 Unrealized -6.6%
SUB ISHARES TR 0.5%
Value ($000) $893 Shares 8,535 Est. Cost $105.85 Unrealized
CSX CSX CORP 0.5%
Value ($000) $887 Shares 29,614 Est. Cost $25.98 Unrealized +13.4%
IVV ISHARES TR 0.4%
Value ($000) $850 Shares 2,067 Est. Cost $289.61 Unrealized
TXN TEXAS INSTRS INC 0.4%
Value ($000) $835 Shares 4,487 Est. Cost $154.22 Unrealized +4.6%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $798 Shares 4,112 Est. Cost $145.04 Unrealized +9.0%
DISCOVER FINL SVCS 0.4%
Value ($000) $797 Shares 8,068 Est. Cost $70.87 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $780 Shares 7,699 Est. Cost $48.12 Unrealized +107.8%
XLB SELECT SECTOR SPDR TR 0.4%
Value ($000) $765 Shares 9,490 Est. Cost $62.50 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $755 Shares 1,844 Est. Cost $280.52 Unrealized
LABORATORY CORP AMER HLDGS 0.4%
Value ($000) $754 Shares 3,285 Est. Cost $189.75 Unrealized
VYM VANGUARD WHITEHALL FDS 0.4%
Value ($000) $738 Shares 6,995 Est. Cost $91.23 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $733 Shares 3,033 Est. Cost $144.25 Unrealized +55.3%
ANSYS INC 0.4%
Value ($000) $731 Shares 2,196 Est. Cost $147.61 Unrealized
IEMG ISHARES INC 0.4%
Value ($000) $713 Shares 14,612 Est. Cost $51.81 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $711 Shares 14,000 Est. Cost $50.73 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $709 Shares 1,546 Est. Cost $345.59 Unrealized
DG DOLLAR GEN CORP NEW 0.4%
Value ($000) $703 Shares 3,339 Est. Cost $199.23 Unrealized +6.5%
VCR VANGUARD WORLD FDS 0.4%
Value ($000) $692 Shares 2,742 Est. Cost $202.56 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $686 Shares 6,618 Est. Cost $105.23 Unrealized -9.5%
SCZ ISHARES TR 0.4%
Value ($000) $685 Shares 11,517 Est. Cost $63.21 Unrealized
LVS LAS VEGAS SANDS CORP 0.4%
Value ($000) $684 Shares 11,914 Est. Cost $53.41 Unrealized +0.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $666 Shares 2,158 Est. Cost $202.83 Unrealized +51.9%
BFH BREAD FINANCIAL HOLDINGS INC 0.3%
Value ($000) $661 Shares 21,810 Est. Cost $87.90 Unrealized -59.8%
USFR WISDOMTREE TR 0.3%
Value ($000) $656 Shares 13,051 Est. Cost $50.27 Unrealized
CVENT HOLDING CORP 0.3%
Value ($000) $650 Shares 77,800 Est. Cost $5.78 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $623 Shares 4,017 Est. Cost $110.54 Unrealized +33.8%
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $618 Shares 4,250 Est. Cost $148.24 Unrealized +12.4%
ABR ARBOR REALTY TRUST INC 0.3%
Value ($000) $606 Shares 52,737 Est. Cost $13.11 Unrealized
FCN FTI CONSULTING INC 0.3%
Value ($000) $604 Shares 3,062 Est. Cost $112.17 Unrealized +54.9%
GOOG ALPHABET INC 0.3%
Value ($000) $602 Shares 5,792 Est. Cost $107.96 Unrealized -11.2%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $594 Shares 1,886 Est. Cost $209.08 Unrealized +43.5%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $585 Shares 1,789 Est. Cost $217.30 Unrealized +48.9%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $584 Shares 3,904 Est. Cost $98.81 Unrealized
FISV FISERV INC 0.3%
Value ($000) $571 Shares 5,052 Est. Cost $105.66 Unrealized +4.1%
SHYG ISHARES TR 0.3%
Value ($000) $569 Shares 13,649 Est. Cost $46.88 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.3%
Value ($000) $568 Shares 15,511 Est. Cost $35.41 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $557 Shares 5,617 Est. Cost $45.51 Unrealized +118.6%
HYGH ISHARES U S ETF TR 0.3%
Value ($000) $554 Shares 6,687 Est. Cost $80.18 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $523 Shares 3,519 Est. Cost $80.63 Unrealized +65.2%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $498 Shares 3,233 Est. Cost $102.35 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $492 Shares 5,344 Est. Cost $92.09 Unrealized
KWEB KRANESHARES TR 0.3%
Value ($000) $491 Shares 15,747 Est. Cost $37.80 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value ($000) $478 Shares 9,177 Est. Cost $37.45 Unrealized
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $462 Shares 4,042 Est. Cost $40.30 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $461 Shares 22,980 Est. Cost $19.83 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $454 Shares 4,889 Est. Cost $50.48 Unrealized +68.0%
XXCHNXX CHINA FD INC 0.2%
Value ($000) $453 Shares 35,398 Est. Cost $14.39 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $417 Shares 6,103 Est. Cost $31.24 Unrealized
TJX TJX COS INC NEW 0.2%
Value ($000) $393 Shares 5,016 Est. Cost $51.68 Unrealized +46.4%
TOWN TOWNEBANK PORTSMOUTH VA 0.2%
Value ($000) $390 Shares 14,627 Est. Cost $32.69 Unrealized -9.6%
GLW CORNING INC 0.2%
Value ($000) $373 Shares 10,574 Est. Cost $25.71 Unrealized +24.9%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $364 Shares 5,240 Est. Cost $68.21 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $363 Shares 2,034 Est. Cost $153.88 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $355 Shares 1,900 Est. Cost $150.87 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $352 Shares 1,226 Est. Cost $130.38 Unrealized +107.2%
MUNI PIMCO ETF TR 0.2%
Value ($000) $351 Shares 6,717 Est. Cost $52.26 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $341 Shares 2,455 Est. Cost $123.70 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $334 Shares 7,385 Est. Cost $44.34 Unrealized
COLB COLUMBIA BKG SYS INC 0.2%
Value ($000) $325 Shares 15,154 Est. Cost $24.75 Unrealized -5.9%
IART INTEGRA LIFESCIENCES HLDGS C 0.2%
Value ($000) $316 Shares 5,512 Est. Cost $49.12 Unrealized +14.7%
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $309 Shares 3,972 Est. Cost $71.08 Unrealized
VTR VENTAS INC 0.2%
Value ($000) $306 Shares 7,051 Est. Cost $42.83 Unrealized +1.7%
FNB F N B CORP 0.2%
Value ($000) $305 Shares 26,327 Est. Cost $8.53 Unrealized +41.4%
IEFA ISHARES TR 0.2%
Value ($000) $297 Shares 4,445 Est. Cost $62.62 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $296 Shares 1,738 Est. Cost $130.33 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $294 Shares 5,827 Est. Cost $34.73 Unrealized
PFEB INNOVATOR ETFS TR 0.1%
Value ($000) $284 Shares 9,709 Est. Cost $29.23 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $265 Shares 8,252 Est. Cost $23.11 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $263 Shares 15,023 Est. Cost $11.97 Unrealized +27.3%
OEF ISHARES TR 0.1%
Value ($000) $261 Shares 1,396 Est. Cost $120.70 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $256 Shares 1,605 Est. Cost $103.08 Unrealized +34.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $250 Shares 13,670 Est. Cost $8.55 Unrealized +67.6%
ISCF ISHARES TR 0.1%
Value ($000) $248 Shares 7,967 Est. Cost $31.08 Unrealized
EWX SPDR INDEX SHS FDS 0.1%
Value ($000) $247 Shares 4,874 Est. Cost $50.65 Unrealized
TTD THE TRADE DESK INC 0.1%
Value ($000) $243 Shares 3,989 Est. Cost $56.09 Unrealized -5.1%
USB US BANCORP DEL 0.1%
Value ($000) $240 Shares 6,668 Est. Cost $38.63 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $239 Shares 1,004 Est. Cost $238.46 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $239 Shares 1,218 Est. Cost $169.86 Unrealized +13.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $238 Shares 851 Est. Cost $229.60 Unrealized +9.1%
XPH SPDR SER TR 0.1%
Value ($000) $234 Shares 5,702 Est. Cost $43.51 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $234 Shares 3,351 Est. Cost $46.05 Unrealized +52.4%
AMZN AMAZON COM INC 0.1%
Value ($000) $232 Shares 2,243 Est. Cost $96.61 Unrealized 0.0%
TBX PROSHARES TR 0.1%
Value ($000) $231 Shares 8,300 Est. Cost $24.33 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $227 Shares 1,702 Est. Cost $114.48 Unrealized +5.8%
GLD SPDR GOLD TR 0.1%
Value ($000) $227 Shares 1,240 Est. Cost $169.64 Unrealized
TBF PROSHARES TR 0.1%
Value ($000) $226 Shares 10,688 Est. Cost $17.71 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $222 Shares 5,459 Est. Cost $38.89 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value ($000) $220 Shares 6,281 Est. Cost $29.97 Unrealized +9.1%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $219 Shares 1,547 Est. Cost $136.58 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $219 Shares 3,262 Est. Cost $50.66 Unrealized
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $219 Shares 14,483 Est. Cost $18.55 Unrealized -23.3%
BLACKROCK MUNIHLDNGS CALI QL 0.1%
Value ($000) $219 Shares 19,761 Est. Cost $13.08 Unrealized
KBH KB HOME 0.1%
Value ($000) $217 Shares 5,393 Est. Cost $34.84 Unrealized 0.0%
FIRST TR INTER DURATN PFD & 0.1%
Value ($000) $191 Shares 12,116 Est. Cost $18.66 Unrealized
ABRDN EMRG MKTS EQTY INCM FD 0.1%
Value ($000) $157 Shares 29,236 Est. Cost $7.04 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.1%
Value ($000) $135 Shares 12,282 Est. Cost $14.05 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $131 Shares 11,000 Est. Cost $12.55 Unrealized