VISTA INVESTMENT MANAGEMENT Diversified Active

CIK: 0001740140 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $269,656 (100.0% shares, 0.0% debt)

Holdings (170)

VCSH VANGUARD SCOTTSDALE FDS 3.3%
Value ($000) $9,032 Shares 113,616 Est. Cost $78.93 Unrealized
VGT VANGUARD WORLD FD 3.0%
Value ($000) $8,180 Shares 12,333 Est. Cost $197.54 Unrealized
JAAA JANUS DETROIT STR TR 3.0%
Value ($000) $8,178 Shares 161,139 Est. Cost $50.84 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 2.9%
Value ($000) $7,865 Shares 383,854 Est. Cost $19.87 Unrealized
SPIB SPDR SERIES TRUST 2.8%
Value ($000) $7,644 Shares 227,640 Est. Cost $32.84 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 2.7%
Value ($000) $7,361 Shares 438,658 Est. Cost $16.34 Unrealized
FLTR VANECK ETF TRUST 2.4%
Value ($000) $6,516 Shares 255,518 Est. Cost $25.33 Unrealized
JPM JPMORGAN CHASE & CO. 2.3%
Value ($000) $6,166 Shares 21,269 Est. Cost $137.04 Unrealized +84.4%
QUAL ISHARES TR 2.2%
Value ($000) $5,995 Shares 32,792 Est. Cost $92.99 Unrealized
QUS SPDR SERIES TRUST 2.2%
Value ($000) $5,921 Shares 36,305 Est. Cost $94.25 Unrealized
EPS WISDOMTREE TR 2.0%
Value ($000) $5,306 Shares 82,899 Est. Cost $47.19 Unrealized
FPEI FIRST TR EXCH TRADED FD III 1.9%
Value ($000) $5,051 Shares 265,973 Est. Cost $18.56 Unrealized
IJR ISHARES TR 1.7%
Value ($000) $4,670 Shares 42,735 Est. Cost $76.91 Unrealized
BIL SPDR SERIES TRUST 1.6%
Value ($000) $4,441 Shares 48,411 Est. Cost $91.59 Unrealized
VOX VANGUARD WORLD FD 1.6%
Value ($000) $4,430 Shares 25,903 Est. Cost $101.26 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 1.6%
Value ($000) $4,230 Shares 103,728 Est. Cost $47.56 Unrealized
SPMD SPDR SERIES TRUST 1.5%
Value ($000) $4,138 Shares 76,085 Est. Cost $36.12 Unrealized
COF CAPITAL ONE FINL CORP 1.5%
Value ($000) $4,081 Shares 19,180 Est. Cost $130.71 Unrealized +41.6%
SPEM SPDR INDEX SHS FDS 1.4%
Value ($000) $3,762 Shares 88,020 Est. Cost $36.21 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 1.3%
Value ($000) $3,408 Shares 173,429 Est. Cost $19.24 Unrealized
RUSHB RUSH ENTERPRISES INC 1.2%
Value ($000) $3,243 Shares 61,788 Est. Cost $30.07 Unrealized +79.6%
SPSB SPDR SERIES TRUST 1.2%
Value ($000) $3,227 Shares 106,877 Est. Cost $30.40 Unrealized
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $2,976 Shares 15,965 Est. Cost $141.13 Unrealized +17.6%
COHR COHERENT CORP 1.1%
Value ($000) $2,909 Shares 32,603 Est. Cost $46.71 Unrealized +54.1%
VRIG INVESCO ACTIVELY MANAGED EXC 1.0%
Value ($000) $2,827 Shares 112,872 Est. Cost $24.95 Unrealized
WCC WESCO INTL INC 1.0%
Value ($000) $2,777 Shares 14,996 Est. Cost $89.84 Unrealized +82.5%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $2,729 Shares 55,175 Est. Cost $42.57 Unrealized
DIS DISNEY WALT CO 1.0%
Value ($000) $2,723 Shares 21,960 Est. Cost $101.58 Unrealized +1.2%
FBIZ FIRST BUSINESS FINL SVCS INC 1.0%
Value ($000) $2,708 Shares 53,451 Est. Cost $20.96 Unrealized +124.1%
IJH ISHARES TR 1.0%
Value ($000) $2,676 Shares 43,155 Est. Cost $87.07 Unrealized
SPDW SPDR INDEX SHS FDS 1.0%
Value ($000) $2,600 Shares 64,205 Est. Cost $31.33 Unrealized
LOW LOWES COS INC 0.9%
Value ($000) $2,555 Shares 11,516 Est. Cost $87.36 Unrealized +152.6%
IPKW INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $2,537 Shares 52,155 Est. Cost $38.31 Unrealized
EWX SPDR INDEX SHS FDS 0.9%
Value ($000) $2,488 Shares 40,103 Est. Cost $56.51 Unrealized
ICSH ISHARES TR 0.9%
Value ($000) $2,414 Shares 47,603 Est. Cost $50.53 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $2,173 Shares 10,591 Est. Cost $121.64 Unrealized +65.6%
RTX RTX CORPORATION 0.8%
Value ($000) $2,126 Shares 14,559 Est. Cost $70.49 Unrealized +86.9%
TEL TE CONNECTIVITY PLC 0.8%
Value ($000) $2,124 Shares 12,593 Est. Cost $146.90 Unrealized +2.7%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,050 Shares 11,631 Est. Cost $124.19 Unrealized +31.5%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $1,923 Shares 23,998 Est. Cost $42.90 Unrealized +65.9%
DGS WISDOMTREE TR 0.7%
Value ($000) $1,918 Shares 34,724 Est. Cost $45.74 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $1,916 Shares 4,725 Est. Cost $233.48 Unrealized +78.6%
MSFT MICROSOFT CORP 0.7%
Value ($000) $1,906 Shares 3,831 Est. Cost $90.14 Unrealized +379.7%
SLQD ISHARES TR 0.7%
Value ($000) $1,897 Shares 37,493 Est. Cost $48.41 Unrealized
SPYM SPDR SERIES TRUST 0.7%
Value ($000) $1,871 Shares 25,734 Est. Cost $32.43 Unrealized
STZ CONSTELLATION BRANDS INC 0.7%
Value ($000) $1,834 Shares 11,276 Est. Cost $186.37 Unrealized -5.2%
ELV ELEVANCE HEALTH INC 0.7%
Value ($000) $1,818 Shares 4,673 Est. Cost $227.02 Unrealized +74.7%
CSCO CISCO SYS INC 0.7%
Value ($000) $1,760 Shares 25,363 Est. Cost $37.02 Unrealized +63.1%
RSPD INVESCO EXCHANGE TRADED FD T 0.6%
Value ($000) $1,687 Shares 31,698 Est. Cost $65.92 Unrealized
LVS LAS VEGAS SANDS CORP 0.6%
Value ($000) $1,676 Shares 38,527 Est. Cost $47.11 Unrealized -18.3%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $1,675 Shares 6,614 Est. Cost $66.72 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $1,630 Shares 5,224 Est. Cost $288.69 Unrealized +29.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.6%
Value ($000) $1,574 Shares 22,365 Est. Cost $61.02 Unrealized -11.7%
VO VANGUARD INDEX FDS 0.6%
Value ($000) $1,551 Shares 5,544 Est. Cost $168.13 Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $1,541 Shares 74,827 Est. Cost $20.30 Unrealized
PEP PEPSICO INC 0.6%
Value ($000) $1,523 Shares 11,537 Est. Cost $101.27 Unrealized +29.4%
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value ($000) $1,481 Shares 25,979 Est. Cost $44.95 Unrealized
INGR INGREDION INC 0.5%
Value ($000) $1,463 Shares 10,789 Est. Cost $114.10 Unrealized +18.3%
ANSYS INC 0.5%
Value ($000) $1,460 Shares 4,157 Est. Cost $223.26 Unrealized
VTI VANGUARD INDEX FDS 0.5%
Value ($000) $1,446 Shares 4,758 Est. Cost $150.40 Unrealized
EOG EOG RES INC 0.5%
Value ($000) $1,445 Shares 12,084 Est. Cost $76.77 Unrealized +46.0%
VAW VANGUARD WORLD FD 0.5%
Value ($000) $1,439 Shares 7,388 Est. Cost $152.67 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value ($000) $1,426 Shares 6,298 Est. Cost $180.19 Unrealized
AZN ASTRAZENECA PLC 0.5%
Value ($000) $1,398 Shares 20,006 Est. Cost $68.86 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,304 Shares 25,733 Est. Cost $50.27 Unrealized
BFH BREAD FINANCIAL HOLDINGS INC 0.5%
Value ($000) $1,269 Shares 22,215 Est. Cost $79.19 Unrealized -36.9%
IVV ISHARES TR 0.5%
Value ($000) $1,247 Shares 2,008 Est. Cost $295.87 Unrealized
RMD RESMED INC 0.5%
Value ($000) $1,232 Shares 4,776 Est. Cost $89.05 Unrealized +166.4%
FCOM FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,169 Shares 18,037 Est. Cost $37.15 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $1,128 Shares 46,517 Est. Cost $24.65 Unrealized -9.3%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1,123 Shares 1,587 Est. Cost $218.76 Unrealized +161.4%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,102 Shares 1,783 Est. Cost $280.52 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $1,095 Shares 4,622 Est. Cost $151.73 Unrealized
ISCF ISHARES TR 0.4%
Value ($000) $1,068 Shares 27,550 Est. Cost $31.81 Unrealized
NVO NOVO-NORDISK A S 0.4%
Value ($000) $1,055 Shares 15,292 Est. Cost $78.77 Unrealized
LH LABCORP HOLDINGS INC 0.4%
Value ($000) $1,015 Shares 3,868 Est. Cost $199.50 Unrealized +21.2%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $982 Shares 6,855 Est. Cost $113.77 Unrealized +20.4%
AMGN AMGEN INC 0.4%
Value ($000) $981 Shares 3,512 Est. Cost $166.18 Unrealized +67.2%
VHT VANGUARD WORLD FD 0.4%
Value ($000) $980 Shares 3,947 Est. Cost $249.83 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $967 Shares 7,112 Est. Cost $48.12 Unrealized +171.4%
VCR VANGUARD WORLD FD 0.4%
Value ($000) $964 Shares 2,661 Est. Cost $203.65 Unrealized
CSX CSX CORP 0.4%
Value ($000) $957 Shares 29,315 Est. Cost $26.46 Unrealized +12.6%
ABR ARBOR REALTY TRUST INC 0.4%
Value ($000) $947 Shares 88,476 Est. Cost $13.55 Unrealized
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $943 Shares 7,076 Est. Cost $96.39 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $933 Shares 18,805 Est. Cost $50.24 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $933 Shares 4,254 Est. Cost $152.09 Unrealized +30.1%
JLL JONES LANG LASALLE INC 0.3%
Value ($000) $922 Shares 3,606 Est. Cost $148.24 Unrealized +54.6%
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $912 Shares 11,202 Est. Cost $101.50 Unrealized -24.5%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $877 Shares 4,225 Est. Cost $153.96 Unrealized +13.2%
IEMG ISHARES INC 0.3%
Value ($000) $866 Shares 14,426 Est. Cost $52.47 Unrealized
WPC WP CAREY INC 0.3%
Value ($000) $855 Shares 13,703 Est. Cost $65.56 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $845 Shares 1,492 Est. Cost $345.59 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $841 Shares 3,869 Est. Cost $98.81 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $837 Shares 14,806 Est. Cost $42.64 Unrealized +24.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $836 Shares 1,720 Est. Cost $202.83 Unrealized +150.4%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $825 Shares 9,391 Est. Cost $63.55 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $807 Shares 7,588 Est. Cost $105.70 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $800 Shares 15,708 Est. Cost $50.78 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $773 Shares 577 Est. Cost $43.65 Unrealized +159.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $743 Shares 8,281 Est. Cost $65.19 Unrealized +35.0%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $731 Shares 4,021 Est. Cost $161.61 Unrealized
HWM HOWMET AEROSPACE INC 0.3%
Value ($000) $727 Shares 3,905 Est. Cost $61.00 Unrealized +151.9%
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value ($000) $719 Shares 1,614 Est. Cost $212.12 Unrealized +117.2%
ORCL ORACLE CORP 0.2%
Value ($000) $671 Shares 3,067 Est. Cost $50.48 Unrealized +218.5%
TOWN TOWNEBANK PORTSMOUTH VA 0.2%
Value ($000) $647 Shares 18,932 Est. Cost $30.05 Unrealized +11.0%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $635 Shares 4,943 Est. Cost $92.09 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $623 Shares 3,511 Est. Cost $107.96 Unrealized +52.7%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $620 Shares 3,028 Est. Cost $102.35 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value ($000) $605 Shares 5,078 Est. Cost $62.16 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $590 Shares 799 Est. Cost $330.03 Unrealized +86.8%
COLB COLUMBIA BKG SYS INC 0.2%
Value ($000) $579 Shares 24,785 Est. Cost $21.23 Unrealized +5.3%
CRM SALESFORCE INC 0.2%
Value ($000) $576 Shares 2,111 Est. Cost $258.93 Unrealized +2.7%
XBI SPDR SERIES TRUST 0.2%
Value ($000) $561 Shares 6,763 Est. Cost $85.67 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $542 Shares 1,900 Est. Cost $150.87 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $536 Shares 3,366 Est. Cost $85.68 Unrealized +87.6%
MPC MARATHON PETE CORP 0.2%
Value ($000) $530 Shares 3,188 Est. Cost $164.35 Unrealized -10.0%
BSCT INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $525 Shares 28,086 Est. Cost $18.70 Unrealized
SPTM SPDR SERIES TRUST 0.2%
Value ($000) $494 Shares 6,593 Est. Cost $47.05 Unrealized
SHM SPDR SERIES TRUST 0.2%
Value ($000) $494 Shares 10,321 Est. Cost $48.03 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $475 Shares 6,005 Est. Cost $69.43 Unrealized +11.5%
FISV FISERV INC 0.2%
Value ($000) $472 Shares 2,740 Est. Cost $105.66 Unrealized +71.6%
GLW CORNING INC 0.2%
Value ($000) $466 Shares 8,866 Est. Cost $27.66 Unrealized +67.4%
FCN FTI CONSULTING INC 0.2%
Value ($000) $447 Shares 2,768 Est. Cost $118.58 Unrealized +37.7%
FLRN SPDR SERIES TRUST 0.2%
Value ($000) $445 Shares 14,425 Est. Cost $30.60 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $437 Shares 2,026 Est. Cost $153.88 Unrealized
SPSM SPDR SERIES TRUST 0.2%
Value ($000) $437 Shares 10,254 Est. Cost $42.58 Unrealized
VFH VANGUARD WORLD FD 0.2%
Value ($000) $421 Shares 3,310 Est. Cost $71.08 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $410 Shares 1,455 Est. Cost $157.74 Unrealized +70.0%
XXCHNXX CHINA FD INC 0.1%
Value ($000) $401 Shares 26,945 Est. Cost $13.75 Unrealized
RSPG INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $401 Shares 5,383 Est. Cost $31.97 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $385 Shares 12,854 Est. Cost $42.45 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value ($000) $383 Shares 8,196 Est. Cost $37.64 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $365 Shares 5,028 Est. Cost $63.21 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.1%
Value ($000) $365 Shares 2,879 Est. Cost $46.05 Unrealized +166.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $365 Shares 6,964 Est. Cost $23.11 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $363 Shares 4,351 Est. Cost $62.62 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $359 Shares 1,394 Est. Cost $117.73 Unrealized +85.7%
TM TOYOTA MOTOR CORP 0.1%
Value ($000) $351 Shares 2,035 Est. Cost $150.75 Unrealized
GPN GLOBAL PMTS INC 0.1%
Value ($000) $345 Shares 4,316 Est. Cost $111.79 Unrealized -29.8%
BALT INNOVATOR ETFS TRUST 0.1%
Value ($000) $336 Shares 10,465 Est. Cost $25.93 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $334 Shares 5,284 Est. Cost $42.83 Unrealized +49.3%
ADBE ADOBE INC 0.1%
Value ($000) $318 Shares 822 Est. Cost $444.35 Unrealized -13.3%
MTUM ISHARES TR 0.1%
Value ($000) $316 Shares 1,314 Est. Cost $123.70 Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value ($000) $313 Shares 9,997 Est. Cost $28.69 Unrealized -3.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $311 Shares 974 Est. Cost $163.22 Unrealized +71.2%
FNB F N B CORP 0.1%
Value ($000) $310 Shares 21,235 Est. Cost $8.78 Unrealized +50.9%
MUNI PIMCO ETF TR 0.1%
Value ($000) $309 Shares 6,019 Est. Cost $52.16 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $273 Shares 2,516 Est. Cost $82.28 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $272 Shares 15,275 Est. Cost $19.32 Unrealized
ORRF ORRSTOWN FINL SVCS INC 0.1%
Value ($000) $269 Shares 8,444 Est. Cost $22.92 Unrealized +25.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $265 Shares 1,058 Est. Cost $173.39 Unrealized +30.9%
KBH KB HOME 0.1%
Value ($000) $262 Shares 4,942 Est. Cost $36.58 Unrealized +43.3%
MUB ISHARES TR 0.1%
Value ($000) $260 Shares 2,490 Est. Cost $107.29 Unrealized
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $254 Shares 11,570 Est. Cost $9.46 Unrealized +111.2%
BAUG INNOVATOR ETFS TRUST 0.1%
Value ($000) $252 Shares 5,480 Est. Cost $35.98 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $246 Shares 808 Est. Cost $288.14 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $236 Shares 1,545 Est. Cost $110.54 Unrealized +36.5%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $232 Shares 12,611 Est. Cost $20.73 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value ($000) $232 Shares 6,092 Est. Cost $34.16 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $232 Shares 1,875 Est. Cost $51.68 Unrealized +143.6%
ABBV ABBVIE INC 0.1%
Value ($000) $230 Shares 1,237 Est. Cost $114.08 Unrealized +60.1%
IGIB ISHARES TR 0.1%
Value ($000) $225 Shares 4,222 Est. Cost $51.26 Unrealized
BMAR INNOVATOR ETFS TRUST 0.1%
Value ($000) $221 Shares 4,500 Est. Cost $41.67 Unrealized
ITB ISHARES TR 0.1%
Value ($000) $205 Shares 2,203 Est. Cost $104.77 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $200 Shares 257 Est. Cost $773.40 Unrealized 0.0%
NUVEEN MUNICIPAL CREDIT INC 0.1%
Value ($000) $192 Shares 16,067 Est. Cost $12.02 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.1%
Value ($000) $136 Shares 10,624 Est. Cost $11.48 Unrealized 0.0%
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $134 Shares 11,200 Est. Cost $11.82 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $91 Shares 400 Est. Cost $180.19 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $78.77 Unrealized