254 is the total number of securities VISTA INVESTMENT MANAGEMENT has owned. The longest VISTA INVESTMENT MANAGEMENT has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPSB | SPDR SER TR | 24 | 24 | 2.38% | 3.01% | 3.98% | Q4 2017 | Q3 2023 | 24 |
VGT | VANGUARD WORLD FDS | 24 | 24 | 2.17% | 2.62% | 3.22% | Q4 2017 | Q3 2023 | 24 |
IJR | ISHARES TR | 24 | 24 | 1.46% | 1.98% | 2.52% | Q4 2017 | Q3 2023 | 24 |
VCSH | VANGUARD SCOTTSDALE FDS | 24 | 24 | 0.66% | 1.94% | 3.68% | Q4 2017 | Q3 2023 | 24 |
QUAL | ISHARES TR | 24 | 24 | 1.08% | 1.91% | 2.40% | Q4 2017 | Q3 2023 | 24 |
FLRN | SPDR SER TR | 24 | 24 | 0.22% | 1.86% | 3.89% | Q4 2017 | Q3 2023 | 24 |
SRLN | SSGA ACTIVE ETF TR | 24 | 24 | 0.91% | 1.78% | 2.15% | Q4 2017 | Q3 2023 | 24 |
SPEM | SPDR INDEX SHS FDS | 24 | 24 | 0.23% | 1.73% | 2.21% | Q4 2017 | Q3 2023 | 24 |
STZ | CONSTELLATION BRANDS INC | 24 | 24 | 1.34% | 1.63% | 2.23% | Q4 2017 | Q3 2023 | 24 |
TMO | THERMO FISHER SCIENTIF... | 24 | 24 | 1.24% | 1.53% | 1.81% | Q4 2017 | Q3 2023 | 24 |
SPIB | SPDR SER TR | 24 | 24 | 0.58% | 1.47% | 2.40% | Q4 2017 | Q3 2023 | 24 |
IJH | ISHARES TR | 24 | 24 | 1.07% | 1.29% | 1.81% | Q4 2017 | Q3 2023 | 24 |
LOW | LOWES COS INC | 24 | 24 | 0.99% | 1.24% | 1.59% | Q4 2017 | Q3 2023 | 24 |
SHYG | ISHARES TR | 24 | 24 | 0.13% | 1.22% | 2.45% | Q4 2017 | Q3 2023 | 24 |
MTUM | ISHARES TR | 24 | 24 | 0.15% | 1.20% | 2.31% | Q4 2017 | Q3 2023 | 24 |
SPLG | SPDR SER TR | 24 | 24 | 0.74% | 1.19% | 2.91% | Q4 2017 | Q3 2023 | 24 |
ANTM | ELEVANCE HEALTH INC | 24 | 24 | 0.88% | 1.18% | 1.58% | Q4 2017 | Q3 2023 | 24 |
SPDW | SPDR INDEX SHS FDS | 24 | 24 | 0.88% | 1.17% | 1.52% | Q4 2017 | Q3 2023 | 24 |
PEP | PEPSICO INC | 24 | 24 | 0.93% | 1.08% | 1.28% | Q4 2017 | Q3 2023 | 24 |
ATVI | ACTIVISION BLIZZARD INC | 24 | 24 | 0.73% | 1.06% | 1.46% | Q4 2017 | Q3 2023 | 24 |
VWO | VANGUARD INTL EQUITY I... | 24 | 24 | 0.71% | 1.04% | 2.13% | Q4 2017 | Q3 2023 | 24 |
RUSHB | RUSH ENTERPRISES INC | 24 | 24 | 0.63% | 1.01% | 1.39% | Q4 2017 | Q3 2023 | 24 |
IVV | ISHARES TR | 24 | 24 | 0.41% | 0.99% | 2.00% | Q4 2017 | Q3 2023 | 24 |
AAPL | APPLE INC | 24 | 24 | 0.67% | 0.96% | 1.57% | Q4 2017 | Q3 2023 | 24 |
VO | VANGUARD INDEX FDS | 24 | 24 | 0.67% | 0.92% | 1.66% | Q4 2017 | Q3 2023 | 24 |
WFC | WELLS FARGO CO NEW | 24 | 24 | 0.55% | 0.91% | 1.64% | Q4 2017 | Q3 2023 | 24 |
JPM | JPMORGAN CHASE & CO | 24 | 24 | 0.71% | 0.89% | 1.10% | Q4 2017 | Q3 2023 | 24 |
FBIZ | FIRST BUSINESS FINL SV... | 24 | 24 | 0.53% | 0.86% | 1.28% | Q4 2017 | Q3 2023 | 24 |
MSFT | MICROSOFT CORP | 24 | 24 | 0.54% | 0.82% | 1.17% | Q4 2017 | Q3 2023 | 24 |
UNH | UNITEDHEALTH GROUP INC | 24 | 24 | 0.36% | 0.80% | 1.10% | Q4 2017 | Q3 2023 | 24 |
DIS | DISNEY WALT CO | 24 | 24 | 0.52% | 0.78% | 1.07% | Q4 2017 | Q3 2023 | 24 |
ADS | BREAD FINANCIAL HOLDIN... | 24 | 24 | 0.35% | 0.77% | 1.67% | Q4 2017 | Q3 2023 | 24 |
VIG | VANGUARD SPECIALIZED F... | 24 | 24 | 0.26% | 0.76% | 1.67% | Q4 2017 | Q3 2023 | 24 |
VB | VANGUARD INDEX FDS | 24 | 24 | 0.50% | 0.76% | 1.36% | Q4 2017 | Q3 2023 | 24 |
DFS | DISCOVER FINL SVCS | 24 | 24 | 0.39% | 0.72% | 0.96% | Q4 2017 | Q3 2023 | 24 |
COF | CAPITAL ONE FINL CORP | 24 | 24 | 0.50% | 0.70% | 0.85% | Q4 2017 | Q3 2023 | 24 |
XLK | SELECT SECTOR SPDR TR | 24 | 24 | 0.51% | 0.67% | 0.85% | Q4 2017 | Q3 2023 | 24 |
XBI | SPDR SER TR | 24 | 24 | 0.24% | 0.67% | 1.11% | Q4 2017 | Q3 2023 | 24 |
RMD | RESMED INC | 24 | 24 | 0.40% | 0.65% | 0.91% | Q4 2017 | Q3 2023 | 24 |
CSCO | CISCO SYS INC | 24 | 24 | 0.47% | 0.65% | 0.86% | Q4 2017 | Q3 2023 | 24 |
CSX | CSX CORP | 24 | 24 | 0.47% | 0.62% | 0.74% | Q4 2017 | Q3 2023 | 24 |
WCC | WESCO INTL INC | 24 | 24 | 0.30% | 0.61% | 1.18% | Q4 2017 | Q3 2023 | 24 |
SHM | SPDR SER TR | 24 | 24 | 0.19% | 0.60% | 1.28% | Q4 2017 | Q3 2023 | 24 |
ABT | ABBOTT LABS | 24 | 24 | 0.39% | 0.60% | 0.78% | Q4 2017 | Q3 2023 | 24 |
VAW | VANGUARD WORLD FDS | 24 | 24 | 0.50% | 0.58% | 0.70% | Q4 2017 | Q3 2023 | 24 |
VEA | VANGUARD TAX-MANAGED I... | 24 | 24 | 0.40% | 0.57% | 0.85% | Q4 2017 | Q3 2023 | 24 |
INGR | INGREDION INC | 24 | 24 | 0.34% | 0.57% | 1.04% | Q4 2017 | Q3 2023 | 24 |
VTI | VANGUARD INDEX FDS | 24 | 24 | 0.42% | 0.56% | 0.65% | Q4 2017 | Q3 2023 | 24 |
CVS | CVS HEALTH CORP | 24 | 24 | 0.34% | 0.56% | 0.73% | Q4 2017 | Q3 2023 | 24 |
LVS | LAS VEGAS SANDS CORP | 24 | 24 | 0.23% | 0.52% | 0.87% | Q4 2017 | Q3 2023 | 24 |
SPY | SPDR S&P 500 ETF TR | 24 | 24 | 0.40% | 0.52% | 0.72% | Q4 2017 | Q3 2023 | 24 |
AMGN | AMGEN INC | 24 | 24 | 0.34% | 0.49% | 0.68% | Q4 2017 | Q3 2023 | 24 |
SCZ | ISHARES TR | 24 | 24 | 0.29% | 0.48% | 1.04% | Q4 2017 | Q3 2023 | 24 |
ANSS | ANSYS INC | 24 | 24 | 0.30% | 0.48% | 0.67% | Q4 2017 | Q3 2023 | 24 |
SPTM | SPDR SER TR | 24 | 24 | 0.15% | 0.46% | 1.03% | Q4 2017 | Q3 2023 | 24 |
MDY | SPDR S&P MIDCAP 400 ET... | 24 | 24 | 0.37% | 0.45% | 0.59% | Q4 2017 | Q3 2023 | 24 |
XLB | SELECT SECTOR SPDR TR | 24 | 24 | 0.39% | 0.45% | 0.58% | Q4 2017 | Q3 2023 | 24 |
JNJ | JOHNSON & JOHNSON | 24 | 24 | 0.18% | 0.43% | 0.58% | Q4 2017 | Q3 2023 | 24 |
XLY | SELECT SECTOR SPDR TR | 24 | 24 | 0.29% | 0.41% | 0.51% | Q4 2017 | Q3 2023 | 24 |
GS | GOLDMAN SACHS GROUP INC | 24 | 24 | 0.29% | 0.40% | 0.74% | Q4 2017 | Q3 2023 | 24 |
VTR | VENTAS INC | 24 | 24 | 0.13% | 0.40% | 0.91% | Q4 2017 | Q3 2023 | 24 |
HIG | HARTFORD FINL SVCS GRO... | 24 | 24 | 0.12% | 0.39% | 0.70% | Q4 2017 | Q3 2023 | 24 |
COP | CONOCOPHILLIPS | 24 | 24 | 0.17% | 0.39% | 0.69% | Q4 2017 | Q3 2023 | 24 |
IEMG | ISHARES INC | 24 | 24 | 0.30% | 0.37% | 0.44% | Q4 2017 | Q3 2023 | 24 |
CVX | CHEVRON CORP NEW | 24 | 24 | 0.21% | 0.35% | 0.60% | Q4 2017 | Q3 2023 | 24 |
XPH | SPDR SER TR | 24 | 24 | 0.12% | 0.35% | 0.88% | Q4 2017 | Q3 2023 | 24 |
BRKB | BERKSHIRE HATHAWAY INC... | 24 | 24 | 0.22% | 0.35% | 0.45% | Q4 2017 | Q3 2023 | 24 |
TOWN | TOWNEBANK PORTSMOUTH VA | 24 | 24 | 0.21% | 0.34% | 0.57% | Q4 2017 | Q3 2023 | 24 |
GLPI | GAMING & LEISURE PPTYS... | 24 | 24 | 0.20% | 0.34% | 0.52% | Q4 2017 | Q3 2023 | 24 |
GLW | CORNING INC | 24 | 24 | 0.15% | 0.34% | 0.56% | Q4 2017 | Q3 2023 | 24 |
JLL | JONES LANG LASALLE INC | 24 | 24 | 0.22% | 0.33% | 0.45% | Q4 2017 | Q3 2023 | 24 |
LH | LABORATORY CORP AMER H... | 24 | 24 | 0.24% | 0.33% | 0.41% | Q4 2017 | Q3 2023 | 24 |
PG | PROCTER & GAMBLE CO | 24 | 24 | 0.26% | 0.32% | 0.54% | Q4 2017 | Q3 2023 | 24 |
GOOGL | ALPHABET INC | 24 | 24 | 0.21% | 0.30% | 0.45% | Q4 2017 | Q3 2023 | 24 |
IWM | ISHARES TR | 24 | 24 | 0.19% | 0.27% | 0.32% | Q4 2017 | Q3 2023 | 24 |
ORCL | ORACLE CORP | 24 | 24 | 0.17% | 0.26% | 0.47% | Q4 2017 | Q3 2023 | 24 |
VFH | VANGUARD WORLD FDS | 24 | 24 | 0.16% | 0.25% | 0.39% | Q4 2017 | Q3 2023 | 24 |
VV | VANGUARD INDEX FDS | 24 | 24 | 0.19% | 0.23% | 0.32% | Q4 2017 | Q3 2023 | 24 |
APD | AIR PRODS & CHEMS INC | 24 | 24 | 0.17% | 0.22% | 0.29% | Q4 2017 | Q3 2023 | 24 |
CWB | SPDR SER TR | 24 | 24 | 0.11% | 0.22% | 0.33% | Q4 2017 | Q3 2023 | 24 |
FNB | FNB CORP PA | 24 | 24 | 0.16% | 0.19% | 0.28% | Q4 2017 | Q3 2023 | 24 |
ARCC | ARES CAPITAL CORP | 24 | 24 | 0.13% | 0.16% | 0.25% | Q4 2017 | Q3 2023 | 24 |
SPMD | SPDR SER TR | 23 | 23 | 0.84% | 1.57% | 1.95% | Q1 2018 | Q3 2023 | 23 |
IART | INTEGRA LIFESCIENCES H... | 23 | 23 | 0.12% | 0.23% | 0.32% | Q4 2017 | Q2 2023 | 23 |
XLF | SELECT SECTOR SPDR TR | 14 | 9 | 0.14% | 0.20% | 0.29% | Q4 2017 | Q3 2023 | 23 |
TM | TOYOTA MOTOR CORP | 19 | 4 | 0.12% | 0.20% | 0.35% | Q4 2017 | Q3 2023 | 23 |
VRIG | INVESCO ACTIVELY MANAG... | 22 | 22 | 1.31% | 2.28% | 3.48% | Q2 2018 | Q3 2023 | 22 |
HYZD | WISDOMTREE TR | 22 | 22 | 0.35% | 1.42% | 2.01% | Q2 2018 | Q3 2023 | 22 |
IPKW | INVESCO EXCH TRADED FD... | 22 | 22 | 0.37% | 0.49% | 0.60% | Q2 2018 | Q3 2023 | 22 |
GOOG | ALPHABET INC | 22 | 22 | 0.27% | 0.35% | 0.41% | Q2 2018 | Q3 2023 | 22 |
OEF | ISHARES TR | 22 | 22 | 0.11% | 0.25% | 0.34% | Q2 2018 | Q3 2023 | 22 |
KMI | KINDER MORGAN INC DEL | 22 | 22 | 0.13% | 0.22% | 0.38% | Q4 2017 | Q1 2023 | 22 |
RHS | INVESCO EXCHANGE TRADE... | 22 | 22 | 0.13% | 0.20% | 0.31% | Q2 2018 | Q3 2023 | 22 |
AEF | ABRDN EMRG MKTS EQTY I... | 22 | 22 | 0.06% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 22 |
NAC | NUVEEN CA QUALTY MUN I... | 22 | 22 | 0.07% | 0.15% | 0.31% | Q4 2017 | Q1 2023 | 22 |
VOX | VANGUARD WORLD FDS | 21 | 21 | 0.42% | 1.05% | 1.35% | Q3 2018 | Q3 2023 | 21 |
MCHP | MICROCHIP TECHNOLOGY INC. | 21 | 21 | 0.26% | 0.70% | 1.11% | Q3 2018 | Q3 2023 | 21 |
TEL | TE CONNECTIVITY LTD | 20 | 20 | 0.53% | 0.64% | 0.84% | Q4 2018 | Q3 2023 | 20 |
INTC | INTEL CORP | 20 | 20 | 0.13% | 0.38% | 0.55% | Q4 2017 | Q3 2022 | 20 |
HBI | HANESBRANDS INC | 20 | 20 | 0.10% | 0.32% | 0.58% | Q4 2017 | Q3 2022 | 20 |
PPG | PPG INDS INC | 9 | 4 | 0.11% | 0.18% | 0.28% | Q4 2017 | Q3 2023 | 20 |
FIS | FIDELITY NATL INFORMAT... | 19 | 19 | 0.18% | 0.90% | 1.71% | Q1 2019 | Q3 2023 | 19 |
IIVI | II-VI INC | 19 | 19 | 0.50% | 0.80% | 1.23% | Q4 2017 | Q2 2022 | 19 |
VCR | VANGUARD WORLD FDS | 16 | 3 | 0.16% | 0.40% | 0.59% | Q1 2018 | Q3 2023 | 19 |
MMM | 3M CO | 19 | 19 | 0.14% | 0.30% | 0.50% | Q4 2017 | Q2 2022 | 19 |
MUC | BLACKROCK MUNIHLDNGS C... | 11 | 4 | 0.08% | 0.15% | 0.29% | Q4 2017 | Q1 2023 | 19 |
BOND | PIMCO ETF TR | 18 | 18 | 0.48% | 1.21% | 1.41% | Q4 2017 | Q1 2022 | 18 |
FPE | FIRST TR EXCH TRADED F... | 18 | 18 | 0.27% | 1.13% | 1.58% | Q2 2019 | Q3 2023 | 18 |
DGS | WISDOMTREE TR | 13 | 5 | 0.18% | 0.78% | 1.12% | Q4 2018 | Q3 2023 | 18 |
EOG | EOG RES INC | 18 | 18 | 0.29% | 0.52% | 0.78% | Q2 2019 | Q3 2023 | 18 |
MLCO | MELCO RESORTS AND ENTM... | 18 | 18 | 0.10% | 0.37% | 0.62% | Q4 2017 | Q1 2022 | 18 |
FB | META PLATFORMS INC | 14 | 4 | 0.14% | 0.23% | 0.33% | Q4 2017 | Q2 2022 | 18 |
QUS | SPDR SER TR | 17 | 17 | 1.16% | 2.08% | 2.38% | Q3 2019 | Q3 2023 | 17 |
BA | BOEING CO | 17 | 17 | 0.28% | 0.82% | 1.48% | Q4 2017 | Q4 2021 | 17 |
SPTS | SPDR SER TR | 17 | 17 | 0.18% | 0.45% | 0.90% | Q3 2018 | Q3 2022 | 17 |
MRK | MERCK & CO. INC | 17 | 17 | 0.17% | 0.45% | 0.70% | Q3 2019 | Q3 2023 | 17 |
VDE | VANGUARD WORLD FDS | 13 | 4 | 0.15% | 0.25% | 0.34% | Q4 2017 | Q3 2023 | 17 |
RYE | INVESCO EXCHANGE TRADE... | 12 | 5 | 0.14% | 0.24% | 0.36% | Q2 2018 | Q3 2023 | 17 |
AMZN | AMAZON COM INC | 11 | 1 | 0.12% | 0.20% | 0.31% | Q3 2018 | Q3 2023 | 17 |
DG | DOLLAR GEN CORP NEW | 11 | 5 | 0.14% | 0.25% | 0.49% | Q4 2018 | Q3 2023 | 16 |
BOCH | BANK COMM HLDGS | 16 | 16 | 0.16% | 0.25% | 0.35% | Q4 2017 | Q3 2021 | 16 |
BIL | SPDR SER TR | 8 | 7 | 0.31% | 1.36% | 1.96% | Q3 2018 | Q3 2023 | 15 |
WPC | WP CAREY INC | 15 | 15 | 0.23% | 0.48% | 0.59% | Q1 2020 | Q3 2023 | 15 |
FCOM | FIDELITY COVINGTON TRUST | 14 | 1 | 0.16% | 0.24% | 0.34% | Q4 2019 | Q3 2023 | 15 |
ICSH | ISHARES TR | 14 | 14 | 1.28% | 2.55% | 3.48% | Q2 2020 | Q3 2023 | 14 |
RYT | INVESCO EXCHANGE TRADE... | 14 | 14 | 0.45% | 0.90% | 1.32% | Q2 2020 | Q3 2023 | 14 |
EWX | SPDR INDEX SHS FDS | 11 | 3 | 0.13% | 0.70% | 1.04% | Q4 2017 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.36% | 0.47% | 0.61% | Q2 2020 | Q3 2023 | 14 |
JPS | NUVEEN PFD & INCM SECU... | 14 | 14 | 0.17% | 0.27% | 0.38% | Q4 2018 | Q1 2022 | 14 |
MUB | ISHARES TR | 9 | 2 | 0.11% | 0.27% | 0.55% | Q4 2017 | Q3 2023 | 14 |
ABR | ARBOR RLTY TR INC | 14 | 14 | 0.10% | 0.25% | 0.47% | Q2 2020 | Q3 2023 | 14 |
TJX | TJX COS INC NEW | 14 | 14 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 14 |
FLTR | VANECK VECTORS ETF TR | 13 | 13 | 1.04% | 2.53% | 3.98% | Q3 2020 | Q3 2023 | 13 |
FPEI | FIRST TR EXCH TRADED F... | 13 | 13 | 0.29% | 0.90% | 1.19% | Q3 2020 | Q3 2023 | 13 |
VYM | VANGUARD WHITEHALL FDS | 13 | 13 | 0.16% | 0.50% | 0.65% | Q3 2020 | Q3 2023 | 13 |
FISV | FISERV INC | 13 | 13 | 0.18% | 0.26% | 0.32% | Q3 2020 | Q3 2023 | 13 |
UPS | UNITED PARCEL SERVICE INC | 13 | 13 | 0.14% | 0.26% | 0.42% | Q3 2020 | Q3 2023 | 13 |
CMCSA | COMCAST CORP NEW | 13 | 13 | 0.18% | 0.25% | 0.29% | Q2 2019 | Q2 2022 | 13 |
BFZ | BLACKROCK CALIF MUN IN... | 7 | 6 | 0.08% | 0.14% | 0.28% | Q2 2018 | Q4 2021 | 13 |
VGSH | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.28% | 0.82% | 1.55% | Q4 2019 | Q3 2022 | 12 |
FCN | FTI CONSULTING INC | 12 | 12 | 0.21% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
FTSL | FIRST TR EXCHANGE-TRAD... | 6 | 1 | 0.12% | 0.23% | 0.36% | Q3 2019 | Q3 2023 | 12 |
VHT | VANGUARD WORLD FDS | 8 | 1 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q3 2023 | 12 |
LHX | L3HARRIS TECHNOLOGIES INC | 12 | 12 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
FPF | FIRST TR INTER DUR PFD... | 7 | 4 | 0.10% | 1.08% | 1.84% | Q4 2017 | Q1 2023 | 11 |
MYC | BLACKROCK MUNIYIELD CA... | 7 | 4 | 0.10% | 0.15% | 0.22% | Q4 2017 | Q1 2022 | 11 |
AGN | ALLERGAN PLC | 10 | 10 | 0.42% | 0.67% | 0.97% | Q4 2017 | Q1 2020 | 10 |
SUB | ISHARES TR | 10 | 10 | 0.17% | 0.38% | 0.50% | Q2 2021 | Q3 2023 | 10 |
VRTX | VERTEX PHARMACEUTICALS... | 10 | 10 | 0.20% | 0.28% | 0.33% | Q2 2021 | Q3 2023 | 10 |
WSBC | WESBANCO INC | 8 | 2 | 0.12% | 0.22% | 0.34% | Q1 2018 | Q2 2021 | 10 |
ZIVZF | CREDIT SUISSE NASSAU BRH | 9 | 9 | 0.35% | 0.73% | 1.62% | Q4 2017 | Q4 2019 | 9 |
VEU | VANGUARD INTL EQUITY I... | 9 | 9 | 0.20% | 0.39% | 0.66% | Q4 2017 | Q4 2019 | 9 |
BABA | ALIBABA GROUP HLDG LTD | 9 | 9 | 0.12% | 0.38% | 0.58% | Q4 2019 | Q4 2021 | 9 |
KWEB | KRANESHARES TR | 9 | 9 | 0.13% | 0.23% | 0.31% | Q3 2021 | Q3 2023 | 9 |
EEMV | ISHARES INC | 9 | 9 | 0.18% | 0.22% | 0.26% | Q4 2017 | Q4 2019 | 9 |
TTD | THE TRADE DESK INC | 5 | 4 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 9 |
AUB | ATLANTIC UN BANKSHARES... | 4 | 1 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2023 | 9 |
SPSM | SPDR SER TR | 8 | 8 | 0.36% | 0.79% | 1.16% | Q1 2018 | Q4 2019 | 8 |
JMST | J P MORGAN EXCHANGE-TR... | 8 | 8 | 0.19% | 0.41% | 0.61% | Q4 2021 | Q3 2023 | 8 |
TBX | PROSHARES TR | 8 | 8 | 0.12% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
ABBV | ABBVIE INC | 8 | 8 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 8 |
XLC | SELECT SECTOR SPDR TR | 7 | 1 | 0.12% | 0.15% | 0.18% | Q3 2020 | Q3 2022 | 8 |
KBH | KB HOME | 4 | 1 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q3 2023 | 8 |
EPS | WISDOMTREE TR | 7 | 7 | 1.65% | 1.76% | 1.85% | Q1 2022 | Q3 2023 | 7 |
SLQD | ISHARES TR | 7 | 7 | 0.22% | 0.75% | 1.07% | Q1 2022 | Q3 2023 | 7 |
BALT | INNOVATOR ETFS TR | 7 | 7 | 0.35% | 0.54% | 0.77% | Q1 2022 | Q3 2023 | 7 |
RCD | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.22% | 0.48% | 0.63% | Q1 2022 | Q3 2023 | 7 |
TXN | TEXAS INSTRS INC | 7 | 7 | 0.21% | 0.37% | 0.44% | Q1 2022 | Q3 2023 | 7 |
RUSHA | RUSH ENTERPRISES INC | 7 | 7 | 0.23% | 0.33% | 0.40% | Q2 2018 | Q4 2019 | 7 |
APA | APACHE CORP | 7 | 7 | 0.20% | 0.31% | 0.40% | Q4 2017 | Q2 2019 | 7 |
HYGH | ISHARES U S ETF TR | 5 | 2 | 0.12% | 0.24% | 0.36% | Q4 2021 | Q3 2023 | 7 |
TBF | PROSHARES TR | 5 | 2 | 0.12% | 0.21% | 0.28% | Q2 2021 | Q1 2023 | 7 |
PYPL | PAYPAL HLDGS INC | 7 | 7 | 0.13% | 0.17% | 0.19% | Q2 2020 | Q4 2021 | 7 |
USB | US BANCORP DEL | 6 | 1 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q1 2023 | 7 |
WP | WORLDPAY INC | 6 | 6 | 1.20% | 1.34% | 1.50% | Q1 2018 | Q2 2019 | 6 |
JPST | J P MORGAN EXCHANGE TR... | 6 | 6 | 0.22% | 0.52% | 0.65% | Q2 2022 | Q3 2023 | 6 |
CHTR | CHARTER COMMUNICATIONS... | 6 | 6 | 0.14% | 0.40% | 0.61% | Q2 2022 | Q3 2023 | 6 |
WISDOMTREE TR | 6 | 6 | 0.27% | 0.37% | 0.45% | Q1 2022 | Q2 2023 | 6 | |
XOP | SPDR SERIES TRUST | 4 | 1 | 0.18% | 0.25% | 0.30% | Q4 2017 | Q4 2019 | 6 |
OXY | OCCIDENTAL PETE CORP DEL | 6 | 6 | 0.20% | 0.23% | 0.27% | Q4 2017 | Q1 2019 | 6 |
CHN | CHINA FD INC | 6 | 6 | 0.17% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
VOT | VANGUARD INDEX FDS | 6 | 6 | 0.16% | 0.20% | 0.23% | Q3 2020 | Q4 2021 | 6 |
XOM | EXXON MOBIL CORP | 6 | 6 | 0.16% | 0.20% | 0.22% | Q3 2018 | Q4 2019 | 6 |
COLB | COLUMBIA BKG SYS INC | 4 | 2 | 0.11% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 6 |
MCD | MCDONALDS CORP | 6 | 6 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2023 | 6 |
NZF | NUVEEN MUNICIPAL CREDI... | 6 | 6 | 0.07% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
COHERENT CORP | 5 | 5 | 0.68% | 0.78% | 1.00% | Q3 2022 | Q3 2023 | 5 | |
JCI | JOHNSON CTLS INTL PLC | 5 | 5 | 0.37% | 0.58% | 0.64% | Q4 2017 | Q4 2018 | 5 |
MSF | MORGAN STANLEY EMER MK... | 5 | 5 | 0.40% | 0.53% | 0.66% | Q4 2017 | Q4 2018 | 5 |
RTN | RAYTHEON CO | 5 | 5 | 0.33% | 0.40% | 0.45% | Q1 2019 | Q1 2020 | 5 |
CVENT HOLDING CORP | 5 | 5 | 0.14% | 0.24% | 0.34% | Q1 2022 | Q1 2023 | 5 | |
TDF | TEMPLETON DRAGON FD INC | 4 | 1 | 0.11% | 0.15% | 0.17% | Q4 2020 | Q1 2022 | 5 |
BSCS | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.14% | 1.57% | 2.95% | Q4 2022 | Q3 2023 | 4 |
BSCR | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.21% | 1.33% | 1.85% | Q4 2022 | Q3 2023 | 4 |
AET | AETNA INC NEW | 4 | 4 | 1.30% | 1.33% | 1.40% | Q4 2017 | Q3 2018 | 4 |
BPK | BLACKROCK MUNI 2018 TE... | 4 | 4 | 0.56% | 0.63% | 0.67% | Q4 2017 | Q3 2018 | 4 |
BJZ | BLACKROCK CA MUNI 2018... | 4 | 4 | 0.56% | 0.62% | 0.66% | Q4 2017 | Q3 2018 | 4 |
TRN | TRINITY INDS INCes | 4 | 4 | 0.25% | 0.29% | 0.34% | Q4 2017 | Q3 2018 | 4 |
PSCT | INVESCO EXCHNG TRADED ... | 2 | 1 | 0.18% | 0.24% | 0.33% | Q2 2018 | Q4 2019 | 4 |
NVS | NOVARTIS AG | 4 | 4 | 0.16% | 0.24% | 0.31% | Q2 2020 | Q1 2021 | 4 |
AZN | ASTRAZENECA PLC | 4 | 4 | 0.15% | 0.23% | 0.38% | Q4 2022 | Q3 2023 | 4 |
XLE | SELECT SECTOR SPDR TR | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2017 | Q3 2018 | 4 |
BSJJ | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.18% | 0.21% | 0.24% | Q2 2018 | Q1 2019 | 4 |
WARNER BROS DISCOVERY INC | 4 | 4 | 0.08% | 0.15% | 0.24% | Q2 2022 | Q1 2023 | 4 | |
IEFA | ISHARES TR | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
PFEB | INNOVATOR ETFS TR | 3 | 1 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 4 |
SPYV | SPDR SER TR | 3 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2023 | 4 |
GLD | SPDR GOLD TR | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2023 | 4 |
VT | VANGUARD INTL EQUITY I... | 3 | 3 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
MCK | MCKESSON CORP | 3 | 3 | 0.20% | 0.22% | 0.25% | Q4 2017 | Q2 2018 | 3 |
MUNI | PIMCO ETF TR | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
VTEB | VANGUARD MUN BD FDS | 3 | 3 | 0.15% | 0.17% | 0.22% | Q2 2021 | Q4 2021 | 3 |
ISCF | ISHARES TR | 3 | 3 | 0.13% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.11% | 0.14% | 0.15% | Q4 2019 | Q1 2022 | 3 |
HON | HONEYWELL INTL INC | 2 | 1 | 0.12% | 0.12% | 0.13% | Q1 2021 | Q4 2022 | 3 |
BITF | BITFARMS LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
BSJI | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 1.15% | 1.15% | 1.16% | Q4 2017 | Q1 2018 | 2 |
VRIG | POWERSHARES ACTIVE MNG... | 2 | 2 | 0.57% | 1.00% | 1.42% | Q4 2017 | Q1 2018 | 2 |
BSJI | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.81% | 0.94% | 1.07% | Q2 2018 | Q3 2018 | 2 |
RHS | RYDEX ETF TRUST | 2 | 2 | 0.35% | 0.36% | 0.37% | Q4 2017 | Q1 2018 | 2 |
RYE | RYDEX ETF TRUST | 2 | 2 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q1 2018 | 2 |
BSJJ | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q1 2018 | 2 |
LAQ | ABERDEEN LATIN AMER EQ... | 2 | 2 | 0.24% | 0.25% | 0.25% | Q4 2017 | Q1 2018 | 2 |
ITM | VANECK VECTORS ETF TR | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2018 | Q1 2019 | 2 |
PXH | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2018 | Q1 2019 | 2 |
EMB | ISHARES TR | 1 | 1 | 0.18% | 0.20% | 0.22% | Q1 2018 | Q3 2018 | 2 |
VNQ | VANGUARD INDEX FDS | 1 | 1 | 0.14% | 0.19% | 0.24% | Q4 2017 | Q4 2020 | 2 |
PFE | PFIZER INC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q4 2019 | 2 |
JMUB | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
CHIQ | GLOBAL X FDS | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2022 | Q3 2022 | 2 |
ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
CMF | ISHARES TR | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
BBOX | BLACK BOX CORP DEL | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q2 2018 | 2 |
MYO | MYOMO INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
CNET | CHINANET ONLINE HLDGS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
CXDC | CHINA XD PLASTICS CO LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
SENS | SENSEONICS HLDGS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
VNTV | VANTIV INC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2017 | Q4 2017 | 1 |
ITM | VANECK VECTORS ETF TR | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2017 | Q4 2017 | 1 |
DISCA | DISCOVERY INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
GE | GENERAL ELECTRIC CO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
IPKW | POWERSHARES ETF TR IIack | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
RNR | RENAISSANCERE HOLDINGS... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2018 | Q1 2018 | 1 |
BKLN | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
PGX | POWERSHARES ETF TR II | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
GPN | GLOBAL PMTS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
HD | HOME DEPOT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
RSP | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
NFLX | NETFLIX INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
IGSB | ISHARES TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
ET | ENERGY TRANSFER L P | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
NIO | NIO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CNIT | CHINA INFORMATION TECH... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
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The securities at the top of the list , including SPDR SER TR, VANGUARD WORLD FDS, and ISHARES TR, are the highest-conviction holdings of VISTA INVESTMENT MANAGEMENT.
The conviction is calculated by counting the number of quarters a security has been reported by VISTA INVESTMENT MANAGEMENT. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that VISTA INVESTMENT MANAGEMENT owns currently or has owned in the past.