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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
VGTVanguard World Fd
Recent Activity
Decreased -0.12%
2.76%
$7.3M
12,446 shares@ $586.53 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
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1%
1.65%
$4.374M
221,809 shares@ $19.73 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -7.01%
1.42%
$3.741M
90,633 shares@ $41.29 avg price
SPSBSpdr Ser Tr
Recent Activity
Decreased -3.78%
1.35%
$3.561M
117,600 shares@ $30.28 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -6.9%
1.3%
$3.44M
18,607 shares@ $184.86 avg price
VRIGInvesco Actively Managed Exc
Recent Activity
Decreased -4.17%
1.3%
$3.436M
136,957 shares@ $25.09 avg price
COHRCoherent Corp
Recent Activity
Decreased -5%
1.18%
$3.124M
35,139 shares@ $88.91 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -1.63%
1.17%
$3.089M
4,994 shares@ $618.59 avg price