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Matthew J. Viverette

@Vista Investment Management

Latest period2024 - Q3ReportedManaged Assets$265.315MTotal holdings173
Assets growth rate7.46%Assets growth rate (2-Q avg)4%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Vista Investment Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 173 positions.

Assets under management

The assets under management (AUM) of Vista Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 265.315M in assets, with a quarterly growth rate of 7.46% and a 2-quarter average growth rate of 4%. The portfolio is managed by Matthew J. Viverette, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 0.46%
3.37%
$8.917M
112,280 shares@ $79.42 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 3.4%
3.25%
$8.61M
418,772 shares@ $20.56 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.12%
2.76%
$7.3M
12,446 shares@ $586.53 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 11.17%
2.65%
$7.021M
137,990 shares@ $50.88 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 7.77%
2.61%
$6.922M
205,336 shares@ $33.72 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 10.87%
2.27%
$6.016M
354,937 shares@ $16.95 avg price
QUALIshares Tr
Recent Activity
Increased 1.07%
2.19%
$5.8M
32,347 shares@ $179.3 avg price
QUSSpdr Ser Tr
Recent Activity
Increased 1.01%
2.15%
$5.688M
36,102 shares@ $157.55 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.42%
2.04%
$5.394M
25,580 shares@ $210.86 avg price
FLTRVaneck Etf Trust
Recent Activity
Decreased -0.42%
1.99%
$5.254M
206,264 shares@ $25.48 avg price