Fund HoldingsVISTA INVESTMENT MANAGEMENT

Total Portfolio Value
$245.62M
Total Bought
$29.35M
Total Sold
$9.45M
Net Transaction
+$19.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
JPMORGAN CHASE & CO(JPM)11,93226,645+14,7132,0305,3372.17%+3,307
PNC FINL SVCS GROUP INC(PNC)020,269+20,26903,2751.33%+3,275
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
0218,026+218,02603,9721.62%+3,972
DISNEY WALT CO(DIS)13,74123,535+9,7941,2412,8801.17%+1,639
PFIZER INC(PFE)046,517+46,51701,2910.53%+1,291
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
102,267117,933+15,6667,9129,1173.71%+1,205
JANUS DETROIT STR TR
HENDRSON AAA CL
023,151+23,15101,1750.48%+1,175
SPDR SER TR
ST INTER BD ETF
146,675181,813+35,1384,8155,9432.42%+1,128
VANECK ETF TRUST
IG FLOA RATE ETF
182,041222,276+40,2354,5785,6702.31%+1,092
SPDR SER TR
ST SHOR CORP ETF
256,246286,088+29,8427,6318,5173.47%+886
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
318,763365,470+46,7076,4657,3352.99%+870
DOMINION ENERGY INC(D)014,806+14,80607280.30%+728
BP PLC(BP)018,611+18,61107010.29%+701
MARATHON PETE CORP(MPC)03,403+3,40306860.28%+686
COHERENT CORP(COHR)41,96838,482-3,4861,8272,3330.95%+506
INVESCO ACTIVELY MANAGED ETF
VAR RATE INVT
152,734171,889+19,1553,8174,3131.76%+496
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
88,67095,482+6,8122,8943,3601.37%+466
VANGUARD WORLD FD
COMM SRVC ETF
24,26025,147+8872,8563,3001.34%+444
VANGUARD WORLD FD
INF TECH ETF
12,69312,556-1376,1436,5842.68%+440
ISHARES TR
MSCI USA QLT FCT
31,82831,166-6624,6835,1222.09%+439
SPDR SER TR
ST STR MSCI USAQ
35,52034,981-5394,6935,0942.07%+401
WISDOMTREE TR(WT)79,10678,734-3723,9644,3621.78%+397
LOWES COS INC(LOW)11,58611,624+382,5792,9611.21%+383
CONSTELLATION BRANDS INC(STZ)011,103+11,10303,0171.23%+3,017
SPDR SER TR
ST STR P400MID
67,22866,908-3203,2753,5691.45%+293
ASTRAZENECA PLC(AZN)14,48718,589+4,1029761,2590.51%+284
DISCOVER FINL SVCS9,24410,072+8281,0391,3200.54%+281
ALPHABET INC(GOOG)8,5959,811+1,2161,2011,4810.60%+280
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
06,587+6,58702740.11%+274
GLOBAL PMTS INC(GPN)02,016+2,01602690.11%+269
HOWMET AEROSPACE INC(HWM)03,905+3,90502670.11%+267
SPDR SER TR
ST STR PR SP1500
5,9779,567+3,5903496140.25%+264
MERCK & CO INC(MRK)12,39512,233-1621,3511,6140.66%+263
THERMO FISHER SCIENTIFIC INC(TMO)5,0014,991-102,6542,9011.18%+246
GENERAL ELECTRIC CO(GE)01,388+1,38802440.10%+244
ISHARES TR8,58643,094+34,5082,3792,6181.07%+238
RTX CORPORATION(RTX)14,82615,199+3731,2471,4820.60%+235
WALMART INC(WMT)03,661+3,66102200.09%+220
LAS VEGAS SANDS CORP(LVS)19,92823,058+3,1309811,1920.49%+211
HOME DEPOT INC(HD)0543+54302080.08%+208
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,092+6,09202080.08%+208
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,526+2,52602060.08%+206
ELEVANCE HEALTH INC(ELV)4,0324,046+141,9012,0980.85%+197
MICROSOFT CORP(MSFT)4,3754,363-121,6451,8360.75%+191
WELLS FARGO CO NEW(WFC)30,93329,404-1,5291,5231,7040.69%+182
INVESCO EXCHANGE TRADED FD T
S&P500 EQL DIS
28,42130,041+1,6201,3511,5330.62%+181
AT&T INC(T)010,000+10,00001760.07%+176
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
220,880231,518+10,6384,2974,4661.82%+169
SPDR SER TR
ST STR P500ETF
28,41928,274-1451,5891,7400.71%+151
VANGUARD WORLD FD
MATERIALS ETF
7,1207,326+2061,3521,4980.61%+145
INVESCO EXCH TRADED FD TR II033,720+33,72001,3400.55%+1,340
RESMED INC(RMD)5,3475,34709201,0590.43%+139
VANGUARD INTL EQUITY INDEX F53,51655,977+2,4612,2002,3380.95%+139
ISHARES TR41,99042,357+3674,5454,6811.91%+136
BERKSHIRE HATHAWAY INC DEL02,091+2,09108790.36%+879
SPDR INDEX SHS FDS
ST MARKE CAP ETF
18,48921,037+2,5481,0441,1740.48%+130
EOG RES INC(EOG)012,504+12,50401,5990.65%+1,599
FIDELITY COVINGTON TRUST16,17617,017+8417218430.34%+123
PEPSICO INC(PEP)11,18611,553+3671,9002,0220.82%+122
SPDR INDEX SHS FDS
ST STR PO EX ETF
61,00461,251+2472,0752,1950.89%+120
INGREDION INC(INGR)9,93510,241+3061,0781,1970.49%+118
CONOCOPHILLIPS(COP)07,421+7,42109450.38%+945
AMGEN INC(AMGN)03,352+3,35209530.39%+953
META PLATFORMS INC(META)813814+12883950.16%+107
TOYOTA MOTOR CORP(TM)01,576+1,57603970.16%+397
TE CONNECTIVITY LTD(TEL)12,39112,709+3181,7411,8460.75%+105
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,8496,825-241,3181,4220.58%+103
WESCO INTL INC(WCC)13,48214,265+7832,3442,4430.99%+99
ISHARES TR2,0102,01009601,0570.43%+97
FIDELITY NATL INFORMATION SV(FIS)014,449+14,44901,0720.44%+1,072
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
010,305+10,30504760.19%+476
CHEVRON CORP NEW(CVX)07,870+7,87001,2410.51%+1,241
SPDR S&P 500 ETF TR(SPY)1,8271,822-58689530.39%+85
UNITEDHEALTH GROUP INC(UNH)3,6434,048+4051,9182,0030.82%+85
VANGUARD TAX-MANAGED FDS24,38624,960+5741,1681,2520.51%+84
VANGUARD INDEX FDS6,0345,953-811,4041,4870.61%+84
SELECT SECTOR SPDR TR
ST STR MATER ETF
9,4019,493+928048820.36%+78
ORACLE CORP(ORCL)03,985+3,98505010.20%+501
ISHARES TR
INTERNATIONAL SL
20,40322,176+1,7736567310.30%+76
SPDR S&P MIDCAP 400 ETF TR(MDY)1,5121,51207678410.34%+74
SPDR INDEX SHS FDS
ST PORT MARK ETF
89,72589,777+523,1773,2491.32%+72
SPDR SER TR
ST STR BLO 1 ETF
39,64740,234+5873,6233,6941.50%+70
HARTFORD FINL SVCS GROUP INC(HIG)03,154+3,15403250.13%+325
AMAZON COM INC(AMZN)02,165+2,16503910.16%+391
ELI LILLY & CO(LLY)344343-12012670.11%+66
VANGUARD INDEX FDS5,0054,953-521,0681,1320.46%+64
BREAD FINANCIAL HOLDINGS INC024,034+24,03408950.36%+895
NETFLIX INC(NFLX)620598-223023630.15%+61
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
06,214+6,21405160.21%+516
VANGUARD WHITEHALL FDS6,5936,570-237367950.32%+59
LABORATORY CORP AMER HLDGS3,5083,918+4107978560.35%+58
CAPITAL ONE FINL CORP(COF)14,90313,511-1,3921,9542,0120.82%+58
VANGUARD WORLD FD
ENERGY ETF
03,971+3,97105230.21%+523
FISERV INC(FISV)03,933+3,93306290.26%+629
PROCTER AND GAMBLE CO(PG)03,348+3,34805430.22%+543
MICROCHIP TECHNOLOGY INC.(MCHP)25,31525,945+6302,2832,3280.95%+45
KB HOME(KBH)5,2035,20303253690.15%+44
VANGUARD INDEX FDS01,900+1,90004560.19%+456
VANGUARD SPECIALIZED FUNDS03,181+3,18105810.24%+581
VANGUARD INTL EQUITY INDEX F05,289+5,28905840.24%+584
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