$71.1 Million is the total value of VISTA FINANCE, LLC's 22 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 28.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UUP | Buy | INVESCO DB US DLR INDEX TRbullish fd | $12,127,975 | +17.7% | 436,101 | +27.6% | 17.06% | +36.3% |
| PSQ | Buy | PROSHARES TRshort qqq new | $9,496,289 | +2.7% | 645,128 | +4.1% | 13.36% | +18.8% |
| SJB | Buy | PROSHARES TRshrt hgh yield | $8,162,399 | +14.5% | 429,600 | +20.6% | 11.48% | +32.6% |
| RWM | Buy | PROSHARES TRshrt russell2000 | $6,784,578 | +4.0% | 275,796 | +11.4% | 9.54% | +20.4% |
| PFIX | New | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $2,540,315 | – | 35,474 | +100.0% | 3.57% | – |
| SPDN | New | DIREXION SHS ETF TRdly s&p500 br 1x | $1,281,541 | – | 77,622 | +100.0% | 1.80% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $983,578 | +296.6% | 2,560 | +270.5% | 1.38% | +359.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $903,687 | +6.2% | 1,704 | +1.2% | 1.27% | +22.9% |
| Buy | BENSON HILL INC | $220,929 | -6.4% | 86,639 | +0.5% | 0.31% | +8.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 3.7% |
| ISHARES TR | 8 | Q3 2023 | 1.8% |
| ALBEMARLE CORP | 8 | Q3 2023 | 1.0% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 0.5% |
| PROSHARES TR | 7 | Q3 2023 | 13.4% |
| PROSHARES TR | 7 | Q3 2023 | 9.5% |
| SPDR GOLD TR | 7 | Q3 2023 | 11.3% |
| TESLA INC | 7 | Q3 2023 | 3.4% |
| UNITEDHEALTH GROUP INC | 7 | Q3 2023 | 1.8% |
| AT&T INC | 7 | Q3 2023 | 1.0% |
View VISTA FINANCE, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-02-07 |
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.