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Name: |
Vista Wealth Management Group LLC |
City: |
PALO ALTO |
State: |
CA |
Zip: |
94306 |
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Holdings
Found :
17 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
FBTC |
Fidelity Wise Origin Bitcoi... |
76 |
New |
$0.00 |
$1,069,000 |
17,223 |
0.08% |
1,069,000 |
17,223 |
0.191 |
N/A |
|
BOXX |
Alpha Architect 1-3 Month B... |
79 |
New |
$0.00 |
$1,003,000 |
9,420 |
0.08% |
1,003,000 |
9,420 |
0.324 |
N/A |
|
CART |
Maplebear Inc. |
102 |
New |
$34.94 |
$593,000 |
15,900 |
0.04% |
593,000 |
15,900 |
0.006 |
N/A |
|
MU |
Micron Technology Inc |
148 |
New |
$121.24 |
$336,000 |
2,850 |
0.03% |
336,000 |
2,850 |
0 |
Semiconductor - Memor... |
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BX |
Blackstone Group LP |
165 |
New |
$120.62 |
$264,000 |
2,010 |
0.02% |
264,000 |
2,010 |
0 |
Asset Management |
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PSX |
Phillips 66 |
166 |
New |
$145.60 |
$264,000 |
1,616 |
0.02% |
264,000 |
1,616 |
0 |
Oil & Gas Refining, P... |
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WSM |
Williams Sonoma Inc |
168 |
New |
$315.94 |
$259,000 |
816 |
0.02% |
259,000 |
816 |
0.001 |
Home Furnishing Stores |
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KB |
KB Financial Group Inc |
172 |
New |
$57.91 |
$240,000 |
4,609 |
0.02% |
240,000 |
4,609 |
0.001 |
Foreign Regional Banks |
|
CL |
Colgate Palmolive Co |
177 |
New |
$95.10 |
$226,000 |
2,514 |
0.02% |
226,000 |
2,514 |
0 |
Personal Products |
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JEPQ |
Jpmorgan Nasdaq Equity Prem... |
178 |
New |
$0.00 |
$222,000 |
4,090 |
0.02% |
222,000 |
4,090 |
0.005 |
N/A |
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TROW |
T Rowe Price Group Inc |
183 |
New |
$111.60 |
$215,000 |
1,765 |
0.02% |
215,000 |
1,765 |
0 |
Asset Management |
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QCOM |
QUALCOMM Inc |
187 |
New |
$182.08 |
$202,000 |
1,191 |
0.02% |
202,000 |
1,191 |
0 |
Communication Equipment |
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SCHD |
Schwab US Dividend Equity ETF |
188 |
New |
$79.30 |
$200,000 |
2,483 |
0.02% |
200,000 |
2,483 |
0.001 |
N/A |
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INFY |
Infosys Technologies Limite... |
189 |
New |
$16.87 |
$185,000 |
10,290 |
0.01% |
185,000 |
10,290 |
0 |
Technical & System So... |
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ICL |
Icl Group Inc |
198 |
New |
$3.37 |
$74,000 |
13,663 |
0.01% |
74,000 |
13,663 |
0.001 |
N/A |
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BLND |
Blend Labs, Inc. |
199 |
New |
$2.88 |
$72,000 |
22,222 |
0.01% |
72,000 |
22,222 |
0.01 |
N/A |
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MFG |
Mizuho Financial Group Inc |
204 |
New |
$4.00 |
$45,000 |
11,274 |
0% |
45,000 |
11,274 |
0.001 |
Foreign Money Center ... |
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