VISTA INVESTMENT PARTNERS LLC - Portfolio overview
VISTA INVESTMENT PARTNERS LLC has 188 reported holdings in this dataset, with the latest filing dated 2026-04-09.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- XOM - EXXON MOBIL CORP, 3.80%
- AAPL - APPLE INC, 2.92%
- SPY - STATE STR SPDR S&P 500 ETF T, 2.92%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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