Obtenez les faits, trouvez le meilleur et évitez la fraude
Legal Name: VISTA INVESTMENT MANAGEMENT, LLC
Période de rapport:
Jun 30, 2019
Date d\'entrée en vigueur:
Aug 14, 2019
| Sécurité |
Actions détenues / capital |
Valeur marchande |
Option |
|
SPDR Inv't Grade Floating Rate (78468R200)
|
123,704 |
$3,801k |
|
|
SPDR SERIES TRUST (78464A854)
|
91,470 |
$3,159k |
|
|
SPDR SERIES TRUST (78464A474)
|
100,287 |
$3,087k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
14,303 |
$3,016k |
|
|
INVESCO VARIABLE RATE INVESTMENT GRADE ETF (46090A879)
|
114,087 |
$2,837k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
69,353 |
$2,482k |
|
|
WISDOMTREE TR (97717W430)
|
99,646 |
$2,323k |
|
|
SPDR SERIES TRUST (78464A847)
|
67,720 |
$2,307k |
|
|
SSGA ACTIVE ETF TR (78467V608)
|
49,823 |
$2,303k |
|
|
CONSTELLATION BRANDS (21036P108)
|
10,783 |
$2,124k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
7,090 |
$2,090k |
|
|
SPDR SERIES TRUST (78464A375)
|
56,995 |
$1,991k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
6,568 |
$1,929k |
|
|
ISHARES TR (46432F396)
|
16,154 |
$1,916k |
|
|
ISHARES TR (46434V407)
|
40,866 |
$1,908k |
|
|
ISHARES TR (46432F339)
|
20,791 |
$1,902k |
|
|
FIRST TR INTER DUR PFD & IN (33718W103)
|
81,431 |
$1,853k |
|
|
SPDR SERIES TRUST (78468r663)
|
19,683 |
$1,803k |
|
|
S&P WRLD EX US (78463X889)
|
60,582 |
$1,793k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
22,891 |
$1,792k |
|
|
VANGUARD GROUP (921908844)
|
15,360 |
$1,769k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
8,875 |
$1,724k |
|
|
WORLDPAY INC (981558109)
|
13,940 |
$1,708k |
|
|
ANTHEM INC (036752103)
|
5,526 |
$1,559k |
|
|
PIMCO ETF TR (72201R775)
|
13,237 |
$1,423k |
|
|
PEPSICO INC (713448108)
|
10,832 |
$1,420k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
44,038 |
$1,349k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
7,996 |
$1,337k |
|
|
WELLS FARGO CO NEW (949746101)
|
27,154 |
$1,285k |
|
|
DISNEY WALT CO (254687106)
|
9,098 |
$1,270k |
|
|
SPDR SERIES TRUST (78464A805)
|
33,322 |
$1,215k |
|
|
LOWES CO (548661107)
|
11,895 |
$1,200k |
|
|
Boeing Co/The (097023105)
|
3,187 |
$1,160k |
|
|
ACTIVISION BLIZZARD INC (00507V109)
|
24,002 |
$1,133k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
7,142 |
$1,119k |
|
|
FIRST BUSINESS FINANCIAL SER (319390100)
|
47,586 |
$1,118k |
|
|
ALLIANCE DATA SYSTEM (018581108)
|
7,878 |
$1,104k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
9,814 |
$1,097k |
|
|
MICROSOFT CORP (594918104)
|
7,384 |
$989k |
|
|
VANGUARD WORLD FDS (92204A884)
|
11,365 |
$985k |
|
|
SPDR INDEX SHS FDS (78463X756)
|
20,768 |
$928k |
|
|
DISCOVER FINL SVCS (254709108)
|
11,832 |
$918k |
|
|
Apple Inc (037833100)
|
4,538 |
$898k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
21,052 |
$895k |
|
|
CSX CORP (126408103)
|
11,360 |
$879k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
9,489 |
$861k |
|
|
ABBOTT LABS (002824100)
|
10,060 |
$846k |
|
|
ALLERGAN PLC (G0177J108)
|
4,952 |
$829k |
|
|
LAS VEGAS SANDS CORP (517834107)
|
13,951 |
$824k |
|
|
II-VI INC (902104108)
|
22,491 |
$822k |
|
|
SPDR SERIES TRUST (78464A870)
|
9,173 |
$805k |
|
|
SPDR SER TR (78468R739)
|
16,312 |
$798k |
|
|
TE CONNECTIVITY (H84989104)
|
8,283 |
$793k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
9,687 |
$782k |
|
|
HARTFORD FINL SVCS (416515104)
|
13,622 |
$759k |
|
|
RESMED INC (761152107)
|
6,131 |
$748k |
|
|
RUSH ENTERPRISES INC CL B (781846308)
|
20,178 |
$745k |
|
|
INGREDION INCORPRTD (457187102)
|
8,987 |
$741k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
17,090 |
$713k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,900 |
$708k |
|
|
Vanguard Materials ETF (92204A801)
|
5,388 |
$691k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
8,845 |
$690k |
|
|
VENTAS INC (92276F100)
|
10,088 |
$690k |
|
|
CISCO SYSTEMS INC (17275R102)
|
11,970 |
$655k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,173 |
$637k |
|
|
ISHARES (464288273)
|
11,085 |
$636k |
|
|
MICROCHIP TECHNOLOGY (595017104)
|
7,108 |
$616k |
|
|
AMGEN INC (031162100)
|
3,231 |
$595k |
|
|
JOHNSON & JOHNSON (478160104)
|
4,194 |
$584k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
1,632 |
$579k |
|
|
ANSYS Inc (03662Q105)
|
2,765 |
$566k |
|
|
ConocoPhillips (20825C104)
|
9,272 |
$566k |
|
|
SELECT SECTOR SPDR (81369Y100)
|
9,463 |
$554k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
4,618 |
$550k |
|
|
TOWNEBANK PORTSMOUTH VA (89214P109)
|
20,058 |
$547k |
|
|
GAMING AND LEISURE PROPERTIE (36467J108)
|
13,956 |
$544k |
|
|
WESCO INTL INC (95082P105)
|
10,646 |
$539k |
|
|
CORNING INCORPORATED (219350105)
|
15,968 |
$531k |
|
|
MELCO RESORTS & ENTERT-ADR (585464100)
|
24,219 |
$526k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E644)
|
16,428 |
$524k |
|
|
CVS HEALTH CORP (126650100)
|
9,551 |
$520k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
3,426 |
$514k |
|
|
SPDR SERIES TRUST (78464A722)
|
12,579 |
$501k |
|
|
INTEL CORP (458140100)
|
10,155 |
$486k |
|
|
CREDIT SUISSE NASSAU BRH (22542D829)
|
6,488 |
$475k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
2,299 |
$470k |
|
|
HANESBRANDS INC (410345102)
|
26,982 |
$465k |
|
|
Chevron Corp (166764100)
|
3,674 |
$457k |
|
|
EOG Resources Inc (26875P101)
|
4,793 |
$447k |
|
|
RAYTHEON (755111507)
|
2,554 |
$444k |
|
|
RUSH ENTERPRISES INC (781846209)
|
11,913 |
$435k |
|
|
VANGUARD WORLD FDS FINANCIALS (92204A405)
|
5,889 |
$406k |
|
|
NUVEEN PFD & INCM SECURTIES (67072C105)
|
39,336 |
$374k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
7,133 |
$367k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,722 |
$367k |
|
|
ISHA (464287101)
|
2,810 |
$364k |
|
|
PROCTER & GAMBLE CO (742718109)
|
3,248 |
$356k |
|
|
3M CO (88579Y101)
|
2,037 |
$353k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
2,263 |
$352k |
|
|
Alphabet Inc (02079K107)
|
320 |
$346k |
|
|
JONES LANG LASALLE INC (48020Q107)
|
2,420 |
$340k |
|
|
LABORATORY CORP AMER (50540R409)
|
1,966 |
$340k |
|
|
KINDER MORGAN INC (49456B101)
|
16,147 |
$337k |
|
|
S&P 500 EQUAL WEIGHT ENERGY ETF (46137V365)
|
6,651 |
$323k |
|
|
FIRST TR EXCHANGE-TRADED FD (33739E108)
|
16,432 |
$319k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
1,398 |
$316k |
|
|
INTEGRA LIFESCIENCES HLDGS (457985208)
|
5,532 |
$309k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
2,724 |
$308k |
|
|
Facebook Inc (30303M102)
|
1,522 |
$294k |
|
|
SPDR SERIES TRUST (78464A359)
|
5,507 |
$291k |
|
|
SPDR PORTFOLIO SHORT TERM TREASURY ETF (78468R101)
|
9,637 |
$289k |
|
|
ORACLE CORP (68389X105)
|
5,044 |
$287k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
5,473 |
$279k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
9,961 |
$275k |
|
|
VANGUARD INDEX FDS (922908637)
|
2,039 |
$275k |
|
|
DOLLAR GEN CORP (256677105)
|
1,970 |
$266k |
|
|
BANK OF COMERCE HLDG (06424J103)
|
24,766 |
$265k |
|
|
ALPHABET INC (02079K305)
|
238 |
$258k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V373)
|
1,890 |
$253k |
|
|
FNB CORP (302520101)
|
20,782 |
$245k |
|
|
ISHARES INC (464286533)
|
4,050 |
$238k |
|
|
FIDELITY NATL INFO (31620M106)
|
1,919 |
$235k |
|
|
Exxon Mobil Corp (30231G102)
|
3,057 |
$234k |
|
|
TOYOTA MTR CORP (892331307)
|
1,872 |
$232k |
|
|
APACHE CORP (037411105)
|
7,988 |
$231k |
|
|
WESBANCO INC. (950810101)
|
5,960 |
$230k |
|
|
ABERDEEN EMRG MRKTS EQTY (00301W105)
|
31,497 |
$230k |
|
|
PPG INDUSTRIES INC (693506107)
|
1,960 |
$229k |
|
|
Amazon.com Inc (023135106)
|
121 |
$229k |
|
|
Wisdomtree Small Emerging Mark (97717W281)
|
4,777 |
$225k |
|
|
ARES CAP CORP (04010L103)
|
12,136 |
$218k |
|
|
COMCAST CORP (20030N101)
|
4,999 |
$211k |
|
|
BLACKROCK CALIF MUN INCOME T (09248E102)
|
15,385 |
$204k |
|
|
BLACKROCK MUNIHLDNGS CALI QL (09254L107)
|
13,854 |
$189k |
|
|
NUVEEN CA QUALTY (67066Y105)
|
12,282 |
$178k |
|
|
CHINA XD PLASTICS CO LTD (16948F107)
|
10,000 |
$21k |
|
|
SENSEONICS HLDGS INC COM (81727U105)
|
10,000 |
$20k |
|
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