$300 Million is the total value of VISTA INVESTMENT PARTNERS LLC's 156 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 28.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Buy | EXXON MOBIL CORP | $12,034,194 | -0.7% | 104,536 | +0.2% | 4.01% | -2.7% |
| KLAC | Sell | KLA CORP | $10,236,292 | +17.9% | 12,415 | -0.1% | 3.41% | +15.5% |
| AAPL | Buy | APPLE INC | $9,940,108 | +24.7% | 47,195 | +1.5% | 3.31% | +22.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $9,477,344 | -0.6% | 17,415 | -4.4% | 3.16% | -2.6% |
| SFM | Buy | SPROUTS FMRS MKT INC | $8,644,504 | +30.1% | 103,329 | +0.3% | 2.88% | +27.5% |
| ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $8,503,054 | +22.0% | 347,631 | 0.0% | 2.83% | +19.5% | |
| CVX | Sell | CHEVRON CORP NEW | $8,396,292 | -3.6% | 53,678 | -2.8% | 2.80% | -5.5% |
| STLD | Buy | STEEL DYNAMICS INC | $6,834,751 | -12.3% | 52,778 | +0.4% | 2.28% | -14.1% |
| MSFT | Sell | MICROSOFT CORP | $6,787,722 | +2.3% | 15,187 | -3.7% | 2.26% | +0.2% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $6,075,088 | -3.6% | 25,452 | +0.8% | 2.02% | -5.6% |
| OGE | Sell | OGE ENERGY CORP | $5,234,605 | -3.6% | 146,628 | -7.3% | 1.74% | -5.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $5,133,370 | -7.5% | 11,636 | +1.0% | 1.71% | -9.3% |
| ABBV | Buy | ABBVIE INC | $5,089,175 | -5.1% | 29,671 | +0.8% | 1.70% | -7.0% |
| ORCL | Buy | ORACLE CORP | $4,899,300 | +13.1% | 34,698 | +0.6% | 1.63% | +10.9% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $4,890,614 | -5.7% | 4,631 | +0.8% | 1.63% | -7.6% |
| PH | Buy | PARKER-HANNIFIN CORP | $4,650,923 | -8.4% | 9,195 | +0.7% | 1.55% | -10.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,540,277 | -1.0% | 110,094 | +0.7% | 1.51% | -3.0% |
| LLY | Buy | ELI LILLY & CO | $4,441,794 | +17.0% | 4,906 | +0.6% | 1.48% | +14.7% |
| ABC | Buy | CENCORA INC | $4,369,298 | -6.3% | 19,393 | +1.0% | 1.46% | -8.3% |
| Buy | THOMSON REUTERS CORP. | $4,292,129 | +9.3% | 25,462 | +1.0% | 1.43% | +7.1% | |
| BJ | Buy | BJS WHSL CLUB HLDGS INC | $4,240,212 | +17.2% | 48,272 | +0.9% | 1.41% | +14.8% |
| ZTS | Buy | ZOETIS INCcl a | $4,160,297 | +3.4% | 23,998 | +0.9% | 1.39% | +1.3% |
| PEP | Buy | PEPSICO INC | $4,108,678 | -5.0% | 24,912 | +0.8% | 1.37% | -6.9% |
| CAT | Buy | CATERPILLAR INC | $4,104,867 | -8.5% | 12,323 | +0.6% | 1.37% | -10.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,051,813 | +8.9% | 8,457 | +0.9% | 1.35% | +6.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $4,000,764 | -12.1% | 13,186 | +0.4% | 1.33% | -13.8% |
| HD | Buy | HOME DEPOT INC | $3,963,569 | -9.2% | 11,514 | +1.2% | 1.32% | -11.0% |
| NVDA | Buy | NVIDIA CORPORATION | $3,960,816 | +60.4% | 32,061 | +1073.1% | 1.32% | +57.1% |
| FITB | Buy | FIFTH THIRD BANCORP | $3,935,264 | +62.5% | 107,845 | +65.7% | 1.31% | +59.2% |
| ATKR | Buy | ATKORE INC | $3,798,034 | -28.4% | 28,148 | +1.0% | 1.27% | -29.8% |
| HON | Buy | HONEYWELL INTL INC | $3,674,612 | +4.8% | 17,208 | +0.7% | 1.22% | +2.7% |
| KR | Buy | KROGER CO | $3,434,535 | -11.5% | 68,787 | +1.3% | 1.14% | -13.3% |
| PAYX | Buy | PAYCHEX INC | $3,150,139 | -2.8% | 26,570 | +0.7% | 1.05% | -4.7% |
| CB | Buy | CHUBB LIMITED | $3,088,244 | -0.5% | 12,107 | +1.1% | 1.03% | -2.5% |
| TPX | Buy | TEMPUR SEALY INTL INC | $2,996,035 | +43.4% | 63,288 | +72.1% | 1.00% | +40.5% |
| DE | Buy | DEERE & CO | $2,970,442 | -7.6% | 7,950 | +1.6% | 0.99% | -9.4% |
| RE | Buy | EVEREST GROUP LTD | $2,946,428 | -2.6% | 7,733 | +1.7% | 0.98% | -4.6% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $2,892,840 | -2.7% | 11,965 | +1.5% | 0.96% | -4.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,675,524 | -2.3% | 6,577 | +1.0% | 0.89% | -4.3% |
| GWW | Buy | GRAINGER W W INC | $2,671,586 | -9.8% | 2,961 | +1.7% | 0.89% | -11.6% |
| HCA | Buy | HCA HEALTHCARE INC | $2,614,656 | -1.6% | 8,138 | +2.2% | 0.87% | -3.4% |
| WM | New | WASTE MGMT INC DEL | $2,555,655 | – | 11,979 | +100.0% | 0.85% | – |
| ULTA | Buy | ULTA BEAUTY INC | $2,519,345 | -24.4% | 6,529 | +2.4% | 0.84% | -25.9% |
| MCD | Buy | MCDONALDS CORP | $2,441,079 | -8.9% | 9,579 | +0.8% | 0.81% | -10.7% |
| JPM | Buy | JPMORGAN CHASE & CO. | $2,168,763 | +2.0% | 10,723 | +1.0% | 0.72% | 0.0% |
| PFE | Sell | PFIZER INC | $2,155,915 | -1.9% | 77,052 | -2.8% | 0.72% | -3.9% |
| WMT | Buy | WALMART INC | $2,100,296 | +14.8% | 31,019 | +2.0% | 0.70% | +12.5% |
| OKE | Sell | ONEOK INC NEW | $2,072,430 | -32.4% | 25,413 | -33.5% | 0.69% | -33.7% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,933,062 | +748.5% | 11,177 | +836.9% | 0.64% | +736.4% |
| TSLA | Buy | TESLA INC | $1,922,800 | +13.0% | 9,717 | +0.4% | 0.64% | +10.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,885,147 | +2.0% | 11,431 | +0.4% | 0.63% | 0.0% |
| T | Sell | AT&T INC | $1,834,713 | +6.8% | 96,008 | -1.6% | 0.61% | +4.8% |
| COP | Buy | CONOCOPHILLIPS | $1,836,600 | +111.9% | 16,057 | +135.8% | 0.61% | +107.5% |
| AVAV | Buy | AEROVIRONMENT INC | $1,808,120 | +21.1% | 9,926 | +1.9% | 0.60% | +18.7% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $1,744,429 | -7.0% | 19,138 | -3.7% | 0.58% | -8.9% |
| TGT | New | TARGET CORP | $1,667,523 | – | 11,264 | +100.0% | 0.56% | – |
| LKQ | New | LKQ CORP | $1,599,759 | – | 38,465 | +100.0% | 0.53% | – |
| KO | Buy | COCA COLA CO | $1,585,239 | +4.5% | 24,906 | +0.5% | 0.53% | +2.3% |
| ABT | Buy | ABBOTT LABS | $1,573,851 | -8.3% | 15,146 | +0.3% | 0.52% | -10.1% |
| WMB | Buy | WILLIAMS COS INC | $1,560,940 | +9.1% | 36,728 | +0.1% | 0.52% | +7.0% |
| Buy | CORPAY INC | $1,534,255 | -11.6% | 5,759 | +2.4% | 0.51% | -13.4% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,484,158 | +24.4% | 8,148 | +3.1% | 0.50% | +21.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,350,569 | -69.7% | 9,240 | -67.2% | 0.45% | -70.3% |
| MO | Sell | ALTRIA GROUP INC | $1,324,867 | +1.6% | 29,086 | -2.7% | 0.44% | -0.2% |
| NDAQ | Sell | NASDAQ INC | $1,312,162 | -7.3% | 21,775 | -2.9% | 0.44% | -9.3% |
| CSCO | Sell | CISCO SYS INC | $1,298,211 | -7.8% | 27,325 | -3.1% | 0.43% | -9.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $1,249,185 | +6.5% | 4,841 | +0.0% | 0.42% | +4.3% |
| PNM | Sell | PNM RES INC | $1,227,257 | -4.8% | 33,205 | -3.0% | 0.41% | -6.6% |
| GPS | Sell | GAP INC | $1,185,876 | -14.6% | 49,639 | -1.6% | 0.40% | -16.3% |
| BYD | Sell | BOYD GAMING CORP | $1,137,760 | -32.4% | 20,649 | -17.4% | 0.38% | -33.7% |
| AMZN | Buy | AMAZON COM INC | $1,125,102 | +21.4% | 5,822 | +13.4% | 0.38% | +19.0% |
| New | ISHARES BITCOIN TR | $1,108,014 | – | 32,455 | +100.0% | 0.37% | – | |
| OTTR | Buy | OTTER TAIL CORP | $1,105,035 | +1.5% | 12,616 | +0.1% | 0.37% | -0.5% |
| OLLI | Buy | OLLIES BARGAIN OUTLET HLDGS | $1,088,607 | +23.4% | 11,089 | +0.0% | 0.36% | +21.0% |
| RTX | Sell | RTX CORPORATION | $988,741 | +2.1% | 9,849 | -0.8% | 0.33% | +0.3% |
| NEE | Sell | NEXTERA ENERGY INC | $987,870 | +10.3% | 13,951 | -0.4% | 0.33% | +7.9% |
| Buy | SYMBOTIC INC | $980,929 | +6.4% | 27,899 | +36.1% | 0.33% | +4.1% | |
| V | Buy | VISA INC | $966,939 | -5.8% | 3,684 | +0.2% | 0.32% | -7.7% |
| F | Buy | FORD MTR CO DEL | $957,492 | -4.8% | 76,355 | +0.8% | 0.32% | -6.7% |
| FANG | New | DIAMONDBACK ENERGY INC | $946,098 | – | 4,726 | +100.0% | 0.32% | – |
| SKX | New | SKECHERS U S A INCcl a | $925,102 | – | 13,384 | +100.0% | 0.31% | – |
| SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $920,209 | -19.2% | 14,144 | -7.4% | 0.31% | -20.9% |
| PM | PHILIP MORRIS INTL INC | $913,997 | +10.6% | 9,020 | 0.0% | 0.30% | +8.5% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $857,170 | -0.7% | 29,578 | 0.0% | 0.29% | -2.7% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $842,797 | -24.7% | 10,944 | -33.0% | 0.28% | -26.2% |
| DIS | Sell | DISNEY WALT CO | $833,639 | -19.1% | 8,396 | -0.3% | 0.28% | -20.6% |
| BDX | Buy | BECTON DICKINSON & CO | $767,849 | -5.0% | 3,285 | +0.5% | 0.26% | -6.9% |
| Buy | GE AEROSPACE | $769,097 | -7.8% | 4,838 | +1.8% | 0.26% | -9.9% | |
| MMC | MARSH & MCLENNAN COS INC | $758,592 | +2.3% | 3,600 | 0.0% | 0.25% | +0.4% | |
| DVN | Buy | DEVON ENERGY CORP NEW | $751,821 | +49.5% | 15,861 | +58.3% | 0.25% | +46.8% |
| CARR | New | CARRIER GLOBAL CORPORATION | $744,218 | – | 11,798 | +100.0% | 0.25% | – |
| MDT | Buy | MEDTRONIC PLC | $737,959 | -9.5% | 9,376 | +0.2% | 0.25% | -11.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $665,542 | +18.3% | 783 | +2.0% | 0.22% | +16.2% |
| LOW | Buy | LOWES COS INC | $653,664 | -10.5% | 2,965 | +3.5% | 0.22% | -12.1% |
| D | New | DOMINION ENERGY INC | $650,475 | – | 13,275 | +100.0% | 0.22% | – |
| AMD | New | ADVANCED MICRO DEVICES INCcall | $648,840 | – | 4,000 | +100.0% | 0.22% | – |
| ALL | Buy | ALLSTATE CORP | $620,119 | +43.8% | 3,884 | +55.9% | 0.21% | +40.8% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $612,241 | -3.5% | 1 | 0.0% | 0.20% | -5.6% | |
| ZS | New | ZSCALER INC | $563,117 | – | 2,930 | +100.0% | 0.19% | – |
| FB | Buy | META PLATFORMS INCcl a | $555,650 | +52.4% | 1,102 | +46.7% | 0.18% | +49.2% |
| MMM | Buy | 3M CO | $526,376 | -3.1% | 5,151 | +0.6% | 0.18% | -5.4% |
| MRK | Buy | MERCK & CO INC | $515,503 | -4.3% | 4,164 | +2.0% | 0.17% | -6.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $497,985 | +33.9% | 2,715 | +11.1% | 0.17% | +30.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $485,892 | -54.7% | 954 | -56.0% | 0.16% | -55.6% |
| BLBD | New | BLUE BIRD CORP | $484,004 | – | 8,988 | +100.0% | 0.16% | – |
| SHW | SHERWIN WILLIAMS CO | $466,446 | -14.1% | 1,563 | 0.0% | 0.16% | -16.2% | |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $447,226 | -73.1% | 3,268 | -70.7% | 0.15% | -73.6% |
| QCOM | Buy | QUALCOMM INC | $448,058 | +23.8% | 2,250 | +5.2% | 0.15% | +21.1% |
| UNP | Sell | UNION PAC CORP | $441,207 | -8.8% | 1,950 | -0.9% | 0.15% | -10.9% |
| Buy | CANADIAN PACIFIC KANSAS CITY | $419,395 | -10.5% | 5,327 | +0.2% | 0.14% | -11.9% | |
| PSX | Sell | PHILLIPS 66 | $410,805 | -69.8% | 2,910 | -65.0% | 0.14% | -70.3% |
| TJX | Buy | TJX COS INC NEW | $400,214 | +8.8% | 3,635 | +0.2% | 0.13% | +6.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $399,380 | -6.8% | 6,103 | -0.3% | 0.13% | -8.9% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $394,535 | -15.8% | 905 | -7.6% | 0.13% | -17.0% |
| AXP | AMERICAN EXPRESS CO | $385,366 | +1.7% | 1,664 | 0.0% | 0.13% | -0.8% | |
| ET | ENERGY TRANSFER L P | $379,905 | +3.1% | 23,422 | 0.0% | 0.13% | +1.6% | |
| TMUS | Buy | T-MOBILE US INC | $371,916 | +8.2% | 2,111 | +0.3% | 0.12% | +6.0% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $369,204 | -1.5% | 944 | +0.2% | 0.12% | -3.9% |
| Buy | SHELL PLCspon ads | $363,405 | +8.5% | 5,035 | +0.7% | 0.12% | +6.1% | |
| NFLX | Buy | NETFLIX INC | $358,361 | +77.2% | 531 | +59.5% | 0.12% | +72.5% |
| EVRI | New | EVERI HLDGS INC | $345,870 | – | 41,175 | +100.0% | 0.12% | – |
| LEVI | New | LEVI STRAUSS & CO NEW | $342,721 | – | 17,776 | +100.0% | 0.11% | – |
| CHD | Buy | CHURCH & DWIGHT CO INC | $316,328 | -0.5% | 3,051 | +0.1% | 0.10% | -2.8% |
| SWBI | New | SMITH & WESSON BRANDS INC | $310,891 | – | 21,680 | +100.0% | 0.10% | – |
| PRU | PRUDENTIAL FINL INC | $304,811 | -0.2% | 2,601 | 0.0% | 0.10% | -1.9% | |
| New | PROSHARES TRcall | $303,885 | – | 13,500 | +100.0% | 0.10% | – | |
| IWV | New | ISHARES TRrussell 3000 etf | $302,497 | – | 980 | +100.0% | 0.10% | – |
| TXN | TEXAS INSTRS INC | $293,935 | +11.7% | 1,511 | 0.0% | 0.10% | +8.9% | |
| NUE | NUCOR CORP | $291,025 | -20.1% | 1,841 | 0.0% | 0.10% | -21.8% | |
| EVRG | EVERGY INC | $283,813 | -0.8% | 5,358 | 0.0% | 0.10% | -2.1% | |
| PRIM | New | PRIMORIS SVCS CORPcall | $279,384 | – | 5,600 | +100.0% | 0.09% | – |
| AVDE | New | AMERICAN CENTY ETF TRintl eqt etf | $280,170 | – | 4,500 | +100.0% | 0.09% | – |
| DOW | DOW INC | $276,019 | -8.4% | 5,203 | 0.0% | 0.09% | -10.7% | |
| MPC | Sell | MARATHON PETE CORP | $275,112 | -17.6% | 1,586 | -4.2% | 0.09% | -18.6% |
| TRGP | TARGA RES CORP | $263,484 | +15.0% | 2,046 | 0.0% | 0.09% | +12.8% | |
| AWR | AMER STATES WTR CO | $253,995 | +0.5% | 3,500 | 0.0% | 0.08% | -1.2% | |
| CLX | Buy | CLOROX CO DEL | $249,262 | -10.8% | 1,827 | +0.1% | 0.08% | -12.6% |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $241,940 | – | 4,868 | +100.0% | 0.08% | – |
| BLK | Sell | BLACKROCK INC | $240,133 | -6.2% | 305 | -0.7% | 0.08% | -8.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $229,602 | -85.4% | 5,529 | -80.9% | 0.08% | -85.6% |
| HSY | HERSHEY CO | $230,040 | -5.5% | 1,251 | 0.0% | 0.08% | -7.2% | |
| GT | Sell | GOODYEAR TIRE & RUBR CO | $227,000 | -66.3% | 20,000 | -59.3% | 0.08% | -66.8% |
| BP | BP PLCsponsored adr | $226,022 | -4.2% | 6,261 | 0.0% | 0.08% | -6.2% | |
| SO | New | SOUTHERN CO | $209,439 | – | 2,700 | +100.0% | 0.07% | – |
| AMGN | New | AMGEN INC | $210,591 | – | 674 | +100.0% | 0.07% | – |
| New | GE VERNOVA INC | $206,327 | – | 1,203 | +100.0% | 0.07% | – | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $205,916 | +1.9% | 1,128 | +1.9% | 0.07% | 0.0% |
| VLO | Buy | VALERO ENERGY CORP | $205,042 | -5.4% | 1,308 | +3.0% | 0.07% | -8.1% |
| KMB | New | KIMBERLY-CLARK CORP | $204,781 | – | 1,482 | +100.0% | 0.07% | – |
| New | CALAMOS ETF TRs p 500 structur | $204,236 | – | 7,950 | +100.0% | 0.07% | – | |
| Sell | ANGEL OAK FUNDS TRUST | $200,005 | -11.2% | 9,709 | -11.5% | 0.07% | -13.0% | |
| DMB | BNY MELLON MUN BD INFRASTRUC | $185,150 | +1.8% | 17,500 | 0.0% | 0.06% | 0.0% | |
| RISKIFIED LTD | $89,460 | +18.1% | 14,000 | 0.0% | 0.03% | +15.4% | ||
| RBBN | RIBBON COMMUNICATIONS INC | $67,116 | +2.8% | 20,400 | 0.0% | 0.02% | 0.0% | |
| EDUC | EDUCATIONAL DEV CORP | $46,338 | -10.5% | 25,000 | 0.0% | 0.02% | -16.7% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $19,465 | – | 120 | +100.0% | 0.01% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -43 | -100.0% | -0.00% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -311 | -100.0% | -0.02% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcall | $0 | – | -4,500 | -100.0% | -0.04% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -7,137 | -100.0% | -0.06% | – |
| NVDA | Exit | NVIDIA CORPORATIONput | $0 | – | -200 | -100.0% | -0.06% | – |
| VVV | Exit | VALVOLINE INC | $0 | – | -4,551 | -100.0% | -0.07% | – |
| INTC | Exit | INTEL CORP | $0 | – | -5,007 | -100.0% | -0.08% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,011 | -100.0% | -0.08% | – |
| CUBE | Exit | CUBESMART | $0 | – | -6,788 | -100.0% | -0.10% | – |
| AEO | Exit | AMERICAN EAGLE OUTFITTERS IN | $0 | – | -16,016 | -100.0% | -0.14% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -1,442 | -100.0% | -0.14% | – |
| XLF | Exit | SELECT SECTOR SPDR TRput | $0 | – | -10,000 | -100.0% | -0.14% | – |
| IWM | Exit | ISHARES TRput | $0 | – | -3,000 | -100.0% | -0.22% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -2,964 | -100.0% | -0.26% | – |
| CAT | Exit | CATERPILLAR INCput | $0 | – | -2,200 | -100.0% | -0.27% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -2,000 | -100.0% | -0.36% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -85,325 | -100.0% | -0.38% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -53,009 | -100.0% | -0.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 3 | Q2 2024 | 4.1% |
| APPLE INC | 3 | Q2 2024 | 3.8% |
| SPDR S&P 500 ETF TR | 3 | Q2 2024 | 3.2% |
| KLA CORP | 3 | Q2 2024 | 3.4% |
| CHEVRON CORP NEW | 3 | Q2 2024 | 3.2% |
| ALLIANCE RESOURCE PARTNERS L | 3 | Q2 2024 | 2.8% |
| STEEL DYNAMICS INC | 3 | Q2 2024 | 2.7% |
| SPROUTS FMRS MKT INC | 3 | Q2 2024 | 2.9% |
| MICROSOFT CORP | 3 | Q2 2024 | 2.3% |
| AUTOMATIC DATA PROCESSING IN | 3 | Q2 2024 | 2.1% |
View VISTA INVESTMENT PARTNERS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-16 |
| 13F-HR | 2024-05-15 |
View VISTA INVESTMENT PARTNERS 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.