VISTA INVESTMENT MANAGEMENT Diversified Active

CIK: 0001740140 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $215,245 (100.0% shares, 0.0% debt)

Holdings (169)

VCSH VANGUARD SCOTTSDALE FDS 3.7%
Value ($000) $7,912 Shares 102,267 Est. Cost $79.20 Unrealized
SPSB SPDR SER TR 3.5%
Value ($000) $7,631 Shares 256,246 Est. Cost $30.48 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 3.0%
Value ($000) $6,465 Shares 318,763 Est. Cost $19.80 Unrealized
VGT VANGUARD WORLD FDS 2.9%
Value ($000) $6,143 Shares 12,693 Est. Cost $188.27 Unrealized
SPIB SPDR SER TR 2.2%
Value ($000) $4,815 Shares 146,675 Est. Cost $32.79 Unrealized
QUS SPDR SER TR 2.2%
Value ($000) $4,693 Shares 35,520 Est. Cost $92.44 Unrealized
QUAL ISHARES TR 2.2%
Value ($000) $4,683 Shares 31,828 Est. Cost $89.95 Unrealized
FLTR VANECK ETF TRUST 2.1%
Value ($000) $4,578 Shares 182,041 Est. Cost $25.25 Unrealized
IJR ISHARES TR 2.1%
Value ($000) $4,545 Shares 41,990 Est. Cost $76.91 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 2.0%
Value ($000) $4,297 Shares 220,880 Est. Cost $19.24 Unrealized
EPS WISDOMTREE TR 1.8%
Value ($000) $3,964 Shares 79,106 Est. Cost $46.94 Unrealized
VRIG INVESCO ACTIVELY MANAGED ETF 1.8%
Value ($000) $3,817 Shares 152,734 Est. Cost $24.92 Unrealized
BIL SPDR SER TR 1.7%
Value ($000) $3,623 Shares 39,647 Est. Cost $91.47 Unrealized
SPMD SPDR SER TR 1.5%
Value ($000) $3,275 Shares 67,228 Est. Cost $33.82 Unrealized
ICSH ISHARES TR 1.5%
Value ($000) $3,210 Shares 63,736 Est. Cost $50.52 Unrealized
SPEM SPDR INDEX SHS FDS 1.5%
Value ($000) $3,177 Shares 89,725 Est. Cost $36.09 Unrealized
RUSHB RUSH ENTERPRISES INC 1.4%
Value ($000) $3,063 Shares 57,820 Est. Cost $26.77 Unrealized +62.8%
RSPT INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $2,894 Shares 88,670 Est. Cost $49.61 Unrealized
VOX VANGUARD WORLD FDS 1.3%
Value ($000) $2,856 Shares 24,260 Est. Cost $98.16 Unrealized
STZ CONSTELLATION BRANDS INC 1.3%
Value ($000) $2,692 Shares 11,135 Est. Cost $184.16 Unrealized +23.8%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $2,654 Shares 5,001 Est. Cost $227.69 Unrealized +111.1%
LOW LOWES COS INC 1.2%
Value ($000) $2,579 Shares 11,586 Est. Cost $81.54 Unrealized +138.8%
IJH ISHARES TR 1.1%
Value ($000) $2,379 Shares 8,586 Est. Cost $195.08 Unrealized
WCC WESCO INTL INC 1.1%
Value ($000) $2,344 Shares 13,482 Est. Cost $80.32 Unrealized +82.7%
MCHP MICROCHIP TECHNOLOGY INC. 1.1%
Value ($000) $2,283 Shares 25,315 Est. Cost $60.06 Unrealized +28.1%
AAPL APPLE INC 1.0%
Value ($000) $2,233 Shares 11,599 Est. Cost $117.70 Unrealized +55.3%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $2,200 Shares 53,516 Est. Cost $42.50 Unrealized
FPEI FIRST TR EXCH TRADED FD III 1.0%
Value ($000) $2,198 Shares 123,256 Est. Cost $18.74 Unrealized
FBIZ FIRST BUSINESS FINL SVCS INC 1.0%
Value ($000) $2,102 Shares 52,410 Est. Cost $19.78 Unrealized +60.7%
SLQD ISHARES TR 1.0%
Value ($000) $2,083 Shares 42,345 Est. Cost $48.36 Unrealized
SPDW SPDR INDEX SHS FDS 1.0%
Value ($000) $2,075 Shares 61,004 Est. Cost $30.85 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $2,030 Shares 11,932 Est. Cost $91.95 Unrealized +57.6%
COF CAPITAL ONE FINL CORP 0.9%
Value ($000) $1,954 Shares 14,903 Est. Cost $91.75 Unrealized +13.9%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $1,918 Shares 3,643 Est. Cost $223.18 Unrealized +129.1%
ELV ELEVANCE HEALTH INC 0.9%
Value ($000) $1,901 Shares 4,032 Est. Cost $199.92 Unrealized +123.4%
PEP PEPSICO INC 0.9%
Value ($000) $1,900 Shares 11,186 Est. Cost $95.67 Unrealized +60.7%
COHR COHERENT CORP 0.8%
Value ($000) $1,827 Shares 41,968 Est. Cost $45.31 Unrealized -20.4%
TE CONNECTIVITY LTD 0.8%
Value ($000) $1,741 Shares 12,391 Est. Cost $96.20 Unrealized
DGS WISDOMTREE TR 0.8%
Value ($000) $1,659 Shares 33,226 Est. Cost $44.42 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,645 Shares 4,375 Est. Cost $83.47 Unrealized +319.7%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,621 Shares 32,083 Est. Cost $37.02 Unrealized +29.6%
SPYM SPDR SER TR 0.7%
Value ($000) $1,589 Shares 28,419 Est. Cost $32.43 Unrealized
ANSYS INC 0.7%
Value ($000) $1,545 Shares 4,258 Est. Cost $220.47 Unrealized
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $1,523 Shares 30,933 Est. Cost $42.90 Unrealized -4.4%
EOG EOG RES INC 0.7%
Value ($000) $1,472 Shares 12,169 Est. Cost $75.14 Unrealized +53.8%
VO VANGUARD INDEX FDS 0.7%
Value ($000) $1,404 Shares 6,034 Est. Cost $168.13 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $1,390 Shares 5,859 Est. Cost $150.40 Unrealized
VAW VANGUARD WORLD FDS 0.6%
Value ($000) $1,352 Shares 7,120 Est. Cost $147.54 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,351 Shares 28,421 Est. Cost $67.65 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $1,351 Shares 12,395 Est. Cost $69.43 Unrealized +39.4%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,318 Shares 6,849 Est. Cost $66.72 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.6%
Value ($000) $1,299 Shares 25,852 Est. Cost $50.14 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $1,277 Shares 75,737 Est. Cost $19.37 Unrealized
RTX RTX CORPORATION 0.6%
Value ($000) $1,247 Shares 14,826 Est. Cost $69.59 Unrealized +8.7%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,241 Shares 13,741 Est. Cost $102.31 Unrealized -15.7%
ABR ARBOR REALTY TRUST INC 0.6%
Value ($000) $1,203 Shares 79,250 Est. Cost $13.82 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $1,201 Shares 8,595 Est. Cost $112.25 Unrealized +18.8%
IPKW INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,200 Shares 32,078 Est. Cost $35.46 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $1,168 Shares 24,386 Est. Cost $44.32 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,153 Shares 7,733 Est. Cost $111.83 Unrealized +23.2%
CHTR CHARTER COMMUNICATIONS INC N 0.5%
Value ($000) $1,117 Shares 2,875 Est. Cost $399.09 Unrealized +2.2%
FLRN SPDR SER TR 0.5%
Value ($000) $1,098 Shares 35,899 Est. Cost $30.54 Unrealized
SRLN SSGA ACTIVE ETF TR 0.5%
Value ($000) $1,093 Shares 26,076 Est. Cost $46.14 Unrealized
INGR INGREDION INC 0.5%
Value ($000) $1,078 Shares 9,935 Est. Cost $114.05 Unrealized -12.0%
VB VANGUARD INDEX FDS 0.5%
Value ($000) $1,068 Shares 5,005 Est. Cost $151.73 Unrealized
XBI SPDR SER TR 0.5%
Value ($000) $1,053 Shares 11,795 Est. Cost $85.67 Unrealized
EWX SPDR INDEX SHS FDS 0.5%
Value ($000) $1,044 Shares 18,489 Est. Cost $52.96 Unrealized
DISCOVER FINL SVCS 0.5%
Value ($000) $1,039 Shares 9,244 Est. Cost $75.19 Unrealized
CSX CSX CORP 0.5%
Value ($000) $1,020 Shares 29,424 Est. Cost $25.98 Unrealized +18.8%
LVS LAS VEGAS SANDS CORP 0.5%
Value ($000) $981 Shares 19,928 Est. Cost $50.32 Unrealized -9.8%
FIS FIDELITY NATL INFORMATION SV 0.5%
Value ($000) $978 Shares 16,274 Est. Cost $101.50 Unrealized -48.4%
AZN ASTRAZENECA PLC 0.5%
Value ($000) $976 Shares 14,487 Est. Cost $67.97 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $960 Shares 2,010 Est. Cost $289.61 Unrealized
RMD RESMED INC 0.4%
Value ($000) $920 Shares 5,347 Est. Cost $89.05 Unrealized +69.2%
CVS CVS HEALTH CORP 0.4%
Value ($000) $914 Shares 11,572 Est. Cost $56.25 Unrealized +16.3%
WPC WP CAREY INC 0.4%
Value ($000) $872 Shares 13,448 Est. Cost $66.53 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $868 Shares 1,827 Est. Cost $280.52 Unrealized
SHM SPDR SER TR 0.4%
Value ($000) $868 Shares 18,170 Est. Cost $48.05 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $846 Shares 7,687 Est. Cost $48.12 Unrealized +99.6%
AMGN AMGEN INC 0.4%
Value ($000) $844 Shares 2,931 Est. Cost $144.25 Unrealized +76.8%
COLB COLUMBIA BKG SYS INC 0.4%
Value ($000) $844 Shares 31,626 Est. Cost $21.39 Unrealized -8.7%
VCR VANGUARD WORLD FDS 0.4%
Value ($000) $838 Shares 2,752 Est. Cost $203.65 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $835 Shares 7,193 Est. Cost $57.73 Unrealized +90.1%
BFH BREAD FINANCIAL HOLDINGS INC 0.4%
Value ($000) $832 Shares 25,271 Est. Cost $80.07 Unrealized -64.1%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $825 Shares 4,839 Est. Cost $153.96 Unrealized -5.5%
XLB SELECT SECTOR SPDR TR 0.4%
Value ($000) $804 Shares 9,401 Est. Cost $62.50 Unrealized
JLL JONES LANG LASALLE INC 0.4%
Value ($000) $801 Shares 4,243 Est. Cost $148.24 Unrealized +2.1%
LABORATORY CORP AMER HLDGS 0.4%
Value ($000) $797 Shares 3,508 Est. Cost $192.18 Unrealized
SUB ISHARES TR 0.4%
Value ($000) $797 Shares 7,563 Est. Cost $105.66 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $770 Shares 5,467 Est. Cost $107.96 Unrealized +24.7%
MDY SPDR S&P MIDCAP 400 ETF TR 0.4%
Value ($000) $767 Shares 1,512 Est. Cost $345.59 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $749 Shares 2,100 Est. Cost $202.83 Unrealized +73.0%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $736 Shares 6,593 Est. Cost $91.23 Unrealized
FCOM FIDELITY COVINGTON TRUST 0.3%
Value ($000) $721 Shares 16,176 Est. Cost $35.60 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $713 Shares 1,753 Est. Cost $209.08 Unrealized +76.7%
HYZD WISDOMTREE TR 0.3%
Value ($000) $701 Shares 32,431 Est. Cost $23.36 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $692 Shares 3,869 Est. Cost $98.81 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $691 Shares 1,790 Est. Cost $218.76 Unrealized +45.2%
JMST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $690 Shares 13,600 Est. Cost $50.73 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $680 Shares 13,447 Est. Cost $51.81 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $665 Shares 4,232 Est. Cost $144.54 Unrealized -7.1%
ISCF ISHARES TR 0.3%
Value ($000) $656 Shares 20,403 Est. Cost $31.19 Unrealized
TOWN TOWNEBANK PORTSMOUTH VA 0.3%
Value ($000) $619 Shares 20,800 Est. Cost $30.05 Unrealized -13.7%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $597 Shares 4,394 Est. Cost $194.32 Unrealized -40.3%
FISV FISERV INC 0.3%
Value ($000) $576 Shares 4,337 Est. Cost $105.66 Unrealized +16.1%
FCN FTI CONSULTING INC 0.3%
Value ($000) $574 Shares 2,881 Est. Cost $112.17 Unrealized +84.4%
VT VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $549 Shares 5,341 Est. Cost $92.09 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $542 Shares 3,180 Est. Cost $102.35 Unrealized
SCZ ISHARES TR 0.2%
Value ($000) $537 Shares 8,670 Est. Cost $63.21 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $492 Shares 3,355 Est. Cost $80.63 Unrealized +74.4%
VDE VANGUARD WORLD FDS 0.2%
Value ($000) $466 Shares 3,971 Est. Cost $42.67 Unrealized
USFR WISDOMTREE TR 0.2%
Value ($000) $460 Shares 9,165 Est. Cost $50.24 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $455 Shares 6,174 Est. Cost $31.97 Unrealized
HYGH ISHARES U S ETF TR 0.2%
Value ($000) $429 Shares 5,102 Est. Cost $80.64 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $424 Shares 4,018 Est. Cost $50.48 Unrealized +111.4%
VV VANGUARD INDEX FDS 0.2%
Value ($000) $414 Shares 1,900 Est. Cost $150.87 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.2%
Value ($000) $411 Shares 8,319 Est. Cost $37.45 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $407 Shares 2,026 Est. Cost $153.88 Unrealized
FNB F N B CORP 0.2%
Value ($000) $403 Shares 29,255 Est. Cost $8.72 Unrealized +26.4%
TJX TJX COS INC NEW 0.2%
Value ($000) $400 Shares 4,266 Est. Cost $51.68 Unrealized +68.9%
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $385 Shares 8,350 Est. Cost $44.71 Unrealized
VFH VANGUARD WORLD FDS 0.2%
Value ($000) $364 Shares 3,947 Est. Cost $71.08 Unrealized
KWEB KRANESHARES TR 0.2%
Value ($000) $359 Shares 13,300 Est. Cost $37.80 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $353 Shares 6,925 Est. Cost $50.01 Unrealized
SPTM SPDR SER TR 0.2%
Value ($000) $349 Shares 5,977 Est. Cost $36.29 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $348 Shares 584 Est. Cost $402.84 Unrealized +43.2%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $339 Shares 2,166 Est. Cost $110.54 Unrealized +29.9%
MUNI PIMCO ETF TR 0.2%
Value ($000) $333 Shares 6,304 Est. Cost $52.15 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.2%
Value ($000) $330 Shares 9,030 Est. Cost $28.66 Unrealized +0.1%
MUB ISHARES TR 0.2%
Value ($000) $328 Shares 3,023 Est. Cost $107.29 Unrealized
KBH KB HOME 0.2%
Value ($000) $325 Shares 5,203 Est. Cost $34.84 Unrealized +42.4%
AMZN AMAZON COM INC 0.2%
Value ($000) $323 Shares 2,125 Est. Cost $96.61 Unrealized +45.1%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $321 Shares 2,034 Est. Cost $144.97 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $313 Shares 1,142 Est. Cost $130.38 Unrealized +98.8%
IEFA ISHARES TR 0.1%
Value ($000) $312 Shares 4,430 Est. Cost $62.62 Unrealized
BALT INNOVATOR ETFS TR 0.1%
Value ($000) $307 Shares 10,760 Est. Cost $25.93 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $304 Shares 8,088 Est. Cost $23.11 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $302 Shares 620 Est. Cost $43.65 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $301 Shares 1,199 Est. Cost $242.01 Unrealized
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $290 Shares 1,584 Est. Cost $138.50 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $289 Shares 9,205 Est. Cost $48.14 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $288 Shares 813 Est. Cost $323.40 Unrealized 0.0%
VTR VENTAS INC 0.1%
Value ($000) $279 Shares 5,594 Est. Cost $42.83 Unrealized -2.5%
GLW CORNING INC 0.1%
Value ($000) $278 Shares 9,134 Est. Cost $25.71 Unrealized +5.5%
XXCHNXX CHINA FD INC 0.1%
Value ($000) $275 Shares 27,082 Est. Cost $14.39 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $272 Shares 13,570 Est. Cost $8.55 Unrealized +86.5%
BAUG INNOVATOR ETFS TR 0.1%
Value ($000) $261 Shares 7,258 Est. Cost $35.98 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $255 Shares 3,176 Est. Cost $46.05 Unrealized +57.4%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $254 Shares 1,204 Est. Cost $170.11 Unrealized +5.7%
PPG PPG INDS INC 0.1%
Value ($000) $253 Shares 1,693 Est. Cost $114.64 Unrealized +12.4%
ABBV ABBVIE INC 0.1%
Value ($000) $249 Shares 1,605 Est. Cost $109.19 Unrealized +24.3%
SEIX VIRTUS ETF TR II 0.1%
Value ($000) $242 Shares 10,120 Est. Cost $23.93 Unrealized
TBX PROSHARES TR 0.1%
Value ($000) $238 Shares 8,300 Est. Cost $24.33 Unrealized
XPH SPDR SER TR 0.1%
Value ($000) $236 Shares 5,672 Est. Cost $43.51 Unrealized
OEF ISHARES TR 0.1%
Value ($000) $235 Shares 1,054 Est. Cost $120.70 Unrealized
MTUM ISHARES TR 0.1%
Value ($000) $231 Shares 1,474 Est. Cost $123.70 Unrealized
ORRF ORRSTOWN FINL SVCS INC 0.1%
Value ($000) $229 Shares 7,767 Est. Cost $21.87 Unrealized 0.0%
IART INTEGRA LIFESCIENCES HLDGS C 0.1%
Value ($000) $224 Shares 5,150 Est. Cost $39.35 Unrealized 0.0%
ITB ISHARES TR 0.1%
Value ($000) $224 Shares 2,203 Est. Cost $101.73 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $220 Shares 4,720 Est. Cost $46.63 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $218 Shares 3,018 Est. Cost $50.66 Unrealized
KVUE KENVUE INC 0.1%
Value ($000) $210 Shares 9,759 Est. Cost $18.40 Unrealized 0.0%
TTD THE TRADE DESK INC 0.1%
Value ($000) $206 Shares 2,860 Est. Cost $56.09 Unrealized +31.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $203 Shares 1,086 Est. Cost $156.99 Unrealized 0.0%
WSBC WESBANCO INC 0.1%
Value ($000) $201 Shares 6,415 Est. Cost $26.85 Unrealized 0.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $201 Shares 344 Est. Cost $575.10 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $190 Shares 16,067 Est. Cost $12.02 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.1%
Value ($000) $132 Shares 11,200 Est. Cost $11.82 Unrealized
ABRDN EMRG MKTS EQTY INCM FD 0.1%
Value ($000) $122 Shares 23,886 Est. Cost $7.04 Unrealized