$68.6 Million is the total value of VISTA FINANCE, LLC's 26 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Exit | MICROSOFT CORP | $0 | – | -682 | -100.0% | -0.36% | – |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -935 | -100.0% | -0.40% | – |
PFIX | Exit | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $0 | – | -28,705 | -100.0% | -2.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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 | 2024-02-13 |
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.