Vista Finance, LLC Top Holdings and 13F Report (2025) About Vista Finance, LLCInvestment ActivityVista Finance, LLC has $97.41 million in total holdings as of December 31, 2024.Vista Finance, LLC owns shares of 55 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 30.11% of the portfolio was purchased this quarter.About 5.79% of the portfolio was sold this quarter.This quarter, Vista Finance, LLC has purchased 27 new stocks and bought additional shares in 4 stocks.Vista Finance, LLC sold shares of 14 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Gold Shares $15,294,538FS Credit Opportunities $11,669,153Ares Capital $8,412,502iShares MSCI Emerging Markets ETF $7,684,019Alerian MLP ETF $7,376,119 Largest New Holdings this Quarter Ares Capital $8,412,502 HoldingAmerican Midstream Partners $4,710,513 HoldingTechnology Select Sector SPDR Fund $2,588,882 HoldingiShares Russell 2000 ETF $604,029 HoldingVictory Capital $384,643 Holding Largest Purchases this Quarter Ares Capital 384,308 shares (about $8.41M)American Midstream Partners 138,037 shares (about $4.71M)SPDR Gold Shares 17,863 shares (about $4.33M)Technology Select Sector SPDR Fund 11,134 shares (about $2.59M)iShares Russell 2000 ETF 2,734 shares (about $604.03K) Largest Sales this Quarter iShares Ultra Short-Term Bond Active ETF 31,774 shares (about $1.60M)US Treasury 3 Month Bill ETF 15,360 shares (about $765.85K)iShares MSCI Emerging Markets ETF 9,014 shares (about $376.97K)iShares MSCI Malaysia ETF 5,946 shares (about $145.86K)Alerian MLP ETF 2,823 shares (about $135.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVista Finance, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$15,294,538$4,325,143 ▲39.4%63,16715.7%FinanceFSCOFS Credit Opportunities$11,669,153$233,176 ▲2.0%1,711,01912.0%Financial ServicesARCCAres Capital$8,412,502$8,412,502 ▲New Holding384,3088.6%FinanceEEMiShares MSCI Emerging Markets ETF$7,684,019$376,966 ▼-4.7%183,7407.9%FinanceAMLPAlerian MLP ETF$7,376,119$135,955 ▼-1.8%153,1597.6%ETFXLUUtilities Select Sector SPDR Fund$5,883,980$33,001 ▼-0.6%77,7386.0%ETFAMIDAmerican Midstream Partners$4,710,513$4,710,513 ▲New Holding138,0374.8%Oils/EnergyEWMiShares MSCI Malaysia ETF$3,611,101$145,855 ▼-3.9%147,2123.7%FinanceXLPConsumer Staples Select Sector SPDR Fund$3,605,127$221,365 ▲6.5%45,8613.7%ETFEPHEiShares MSCI Philippines ETF$3,035,368$106,653 ▼-3.4%121,2693.1%ETFXLKTechnology Select Sector SPDR Fund$2,588,882$2,588,882 ▲New Holding11,1342.7%ETFUNHUnitedHealth Group$1,986,276$46,534 ▼-2.3%3,9272.0%MedicalIVViShares Core S&P 500 ETF$1,623,5790.0%2,7581.7%ETFISHARES BITCOIN TRUST ETF$1,587,7870.0%29,9301.6%SHS BEN INTICSHiShares Ultra Short-Term Bond Active ETF$1,489,010$1,602,378 ▼-51.8%29,5261.5%ETFAAPLApple$1,442,586$9,766 ▼-0.7%5,7611.5%Computer and TechnologyTSLATesla$1,417,478$10,096 ▲0.7%3,5101.5%Auto/Tires/TrucksTBILUS Treasury 3 Month Bill ETF$1,304,587$765,850 ▼-37.0%26,1651.3%ETFAMZNAmazon.com$879,754$19,526 ▼-2.2%4,0100.9%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$872,923$5,033 ▼-0.6%11,7930.9%SHS REP COM UTFFINFirst Financial Bankshares$702,939$53,787 ▼-7.1%19,4990.7%FinanceIWMiShares Russell 2000 ETF$604,029$604,029 ▲New Holding2,7340.6%FinanceMSFTMicrosoft$428,368$2,530 ▼-0.6%1,0160.4%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$414,8200.0%11,9920.4%ETFVCTRVictory Capital$384,643$384,643 ▲New Holding5,8760.4%FinanceCIGIColliers International Group$375,277$375,277 ▲New Holding2,7600.4%FinanceADUSAddus HomeCare$350,855$350,855 ▲New Holding2,7990.4%MedicalHLIHoulihan Lokey$347,667$347,667 ▲New Holding2,0020.4%FinanceMEDPMedpace$345,851$345,851 ▲New Holding1,0410.4%MedicalRLIRLI$344,660$344,660 ▲New Holding2,0910.4%FinanceFSVFirstService$338,326$338,326 ▲New Holding1,8690.3%FinanceHLNEHamilton Lane$338,146$338,146 ▲New Holding2,2840.3%FinanceGOOGLAlphabet$333,1900.0%1,7600.3%Computer and TechnologyDSGXThe Descartes Systems Group$331,258$331,258 ▲New Holding2,9160.3%Computer and TechnologyOMFOneMain$331,130$331,130 ▲New Holding6,3520.3%FinanceSKYSkyline Champion$318,922$318,922 ▲New Holding3,6200.3%ConstructionSPYSPDR S&P 500 ETF Trust$318,435$318,435 ▲New Holding5430.3%FinancePLUSePlus$315,689$315,689 ▲New Holding4,2730.3%Computer and TechnologyMUSAMurphy USA$291,015$291,015 ▲New Holding5800.3%Retail/WholesaleBRBRBellRing Brands$284,559$284,559 ▲New Holding3,7770.3%MedicalHRIHerc$278,694$278,694 ▲New Holding1,4720.3%TransportationUFPIUFP Industries$267,882$267,882 ▲New Holding2,3780.3%ConstructionGRBKGreen Brick Partners$261,718$261,718 ▲New Holding4,6330.3%FinanceMGYMagnolia Oil & Gas$254,936$254,936 ▲New Holding10,9040.3%Oils/EnergyRBCRBC Bearings$245,893$245,893 ▲New Holding8220.3%Industrial ProductsICFIICF International$233,294$233,294 ▲New Holding1,9570.2%Business ServicesCBZCBIZ$229,288$229,288 ▲New Holding2,8020.2%Business ServicesABGAsbury Automotive Group$223,102$223,102 ▲New Holding9180.2%Retail/WholesaleNVDANVIDIA$219,672$25,512 ▼-10.4%1,6360.2%Computer and TechnologyASGNASGN$206,016$206,016 ▲New Holding2,4720.2%Computer and TechnologyPAYXPaychex$205,563$205,563 ▲New Holding1,4660.2%Business ServicesBCPCBalchem$205,211$205,211 ▲New Holding1,2590.2%Basic MaterialsNPOEnpro$204,181$204,181 ▲New Holding1,1840.2%Business ServicesFIDELITY WISE ORIGIN BITCOIN$202,726$202,726 ▲New Holding2,4850.2%SHSSEMSelect Medical$193,269$193,269 ▲New Holding10,2530.2%MedicalPROSHARES TR$0$1,221,724 ▼-100.0%00.0%SHORT QQQSPDNDirexion Daily S&P 500 Bear 1x Shares$0$471,441 ▼-100.0%00.0%ETFSHProShares Short S&P500$0$276,515 ▼-100.0%00.0%ETFALBAlbemarle$0$272,020 ▼-100.0%00.0%Basic MaterialsGRAYSCALE BITCOIN MINI TR BT$0$67,650 ▼-100.0%00.0%SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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