VI

VISTA INVESTMENT PARTNERS LLC

13F
VISTA INVESTMENT PARTNERS LLC
Last update 2024-10-16 153 Stocks (14 new)
Value $312.00 Mil Turnover 7 %
Countries:
Top Holdings: XOM(3.93%)AAPL(3.53%)SPY(3.19%)SFM(3.07%)ARLP(2.78%)
Summary Stock Picks Current Portfolio
VISTA INVESTMENT PARTNERS LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XOM 		Exxon Mobil Corp
104,610
12,262.4
+0.07%
3.930
0%
0.000
-5.91%
+4.42%
493,657.0
Oil & Gas
AAPL 		Apple Inc
47,320
11,025.5
+0.26%
3.530
+0.01%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
SPY 		S&P 500 ETF TRUST ETF
17,345
9,951.8
-0.40%
3.190
-0.01%
0.000
+2.96%
+1.96%
631,512.8
 
SFM 		Sprouts Farmers Market Inc
86,918
9,596.6
-15.88%
3.070
-0.46%
0.090
+19.37%
+9.59%
13,923.8
Retail - Defensive
ARLP 		Alliance Resource Partners LP
347,631
8,690.8
0%
2.780
0%
0.270
+14.50%
+5.97%
3,567.8
Other Energy Sources
CVX 		Chevron Corp
53,111
7,821.6
-1.06%
2.500
-0.03%
0.000
+7.88%
+11.48%
287,888.6
Oil & Gas
ADP 		Automatic Data Processing Inc
25,528
7,064.3
+0.30%
2.260
+0.01%
0.010
+1.97%
+1.18%
120,680.6
Software
KLAC 		KLA Corp
8,843
6,848.1
-28.77%
2.190
-0.98%
0.010
+13.33%
+20.21%
101,319.0
Semiconductors
MSFT 		Microsoft Corp
14,227
6,121.8
-6.32%
1.960
-0.14%
0.000
+3.16%
+1.79%
3,189,786.9
Software
OGE 		OGE Energy Corp
146,795
6,021.5
+0.11%
1.930
0%
0.070
+6.00%
+4.26%
8,554.4
Utilities - Regulated

VISTA INVESTMENT PARTNERS LLC's Historical Top Holdings Breakdowns

VISTA INVESTMENT PARTNERS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NXPI 		NXP Semiconductors NV2024-03-31Sold Out
-2.44%
●
205.48 ($230.96) 259.04
$215.36
-6.75%
Sold Out
0
-28,958
STLD 		Steel Dynamics Inc2024-09-30Sold Out
-2.28%
●
108.1 ($121.5) 133.22
$125.83
3.56%
Sold Out
0
-52,778
THC 		Tenet Healthcare Corp2024-09-30New Buy
+1.30%
●
129.27 ($151.24) 168.03
$130.86
-13.48%
New holding
24,430
24,430
SYF 		Synchrony Financial2024-09-30New Buy
+1.29%
●
43.77 ($48.38) 52.22
$68.75
42.10%
New holding
80,558
80,558
ATKR 		Atkore Inc2024-09-30Sold Out
-1.27%
●
82.78 ($108.58) 152.57
$85.17
-21.56%
Sold Out
0
-28,148
BG 		Bunge Global SA2024-03-31Sold Out
-1.25%
●
86.5 ($93.58) 102.52
$79.54
-15.00%
Sold Out
0
-33,788
UNH 		UnitedHealth Group Inc2024-03-31Reduce
-1.24%
●
472.6 ($508.38) 545.42
$509.76
0.27%
Reduce -74.74%
2,169
-6,418
ADI 		Analog Devices Inc2024-03-31Sold Out
-1.11%
●
184.69 ($192.27) 201.37
$219.16
13.99%
Sold Out
0
-15,286
JNJ 		Johnson & Johnson2024-06-30Reduce
-1.02%
●
144.38 ($148.72) 157.78
$147.03
-1.14%
Reduce -67.22%
9,240
-18,944
KLAC 		KLA Corp2024-09-30Reduce
-0.98%
●
696.17 ($784.6) 892.35
$757.47
-3.46%
Reduce -28.77%
8,843
-3,572

VISTA INVESTMENT PARTNERS LLC Total Holding History ($B)

To

VISTA INVESTMENT PARTNERS LLC's Asset Allocation

To

VISTA INVESTMENT PARTNERS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

VISTA INVESTMENT PARTNERS LLC's Hypothetical Growth since 2024-09-30

VISTA INVESTMENT PARTNERS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

VISTA INVESTMENT PARTNERS LLC's Holdings Heat Map

Size field:

VISTA INVESTMENT PARTNERS LLC's Holdings Bubble Chart

VISTA INVESTMENT PARTNERS LLC News

  • 1

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