| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 3.7% |
| ISHARES TR | 11 | Q2 2024 | 3.6% |
| ALBEMARLE CORP | 11 | Q2 2024 | 1.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 1.0% |
| SPDR GOLD TR | 10 | Q2 2024 | 21.2% |
| PROSHARES TR | 10 | Q2 2024 | 9.5% |
| UNITEDHEALTH GROUP INC | 10 | Q2 2024 | 5.0% |
| TESLA INC | 10 | Q2 2024 | 3.4% |
| ALPS ETF TR | 9 | Q2 2024 | 11.5% |
| ISHARES TR | 9 | Q2 2024 | 6.1% |
View VISTA FINANCE, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
View VISTA FINANCE, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.