The Analysis of VISTA INVESTMENT PARTNERS LLC's Holdings

Currently, VISTA INVESTMENT PARTNERS LLC holds 161 types of securities in its portfolio with a total value $380.7M. In the most recent quarter, they have increased their positions in NDAQ (+49.9K shares, valued at $4.8M), JBL (+20.8K shares, valued at $4.7M), JCI (+35.1K shares, valued at $4.2M); decreased their positions in KLAC (-1.3K shares, valued at $1.6M), VZ (-20.4K shares, valued at $828.9K), AVAV (-2.0K shares, valued at $475.6K); initiated new positions in NDAQ (+49.9K shares, valued at $4.8M), JBL (+20.8K shares, valued at $4.7M), JCI (+35.1K shares, valued at $4.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC47.4K shares0.10%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR18.4K shares0.05%2025-12-312026-01-16

XOM EXXON MOBIL CORP96.0K shares-1.91%2025-12-312026-01-16

AVDE AMERICAN CENTY ETF TR109.2K shares5.20%2025-12-312026-01-16

KLAC KLA CORP7.2K shares-15.78%2025-12-312026-01-16

ARLP ALLIANCE RESOURCE PARTNERS L363.7K shares0.00%2025-12-312026-01-16

CVX CHEVRON CORP NEW52.7K shares0.03%2025-12-312026-01-16

BROADCOM INC BROADCOM INC22.8K shares-0.07%2025-12-312026-01-16

Sponsored

PH PARKER-HANNIFIN CORP8.9K shares-0.36%2025-12-312026-01-16

MA MASTERCARD INCORPORATED11.7K shares-0.39%2025-12-312026-01-16

ABBV ABBVIE INC29.1K shares0.03%2025-12-312026-01-16

CENCORA INC CENCORA INC19.6K shares-0.41%2025-12-312026-01-16

ADP AUTOMATIC DATA PROCESSING IN25.5K shares0.98%2025-12-312026-01-16

SYF SYNCHRONY FINANCIAL78.5K shares-0.29%2025-12-312026-01-16

ORLY OREILLY AUTOMOTIVE INC70.2K shares-0.26%2025-12-312026-01-16

TNL TRAVEL PLUS LEISURE CO88.1K shares-1.60%2025-12-312026-01-16

Sponsored

ORCL ORACLE CORP30.4K shares6.07%2025-12-312026-01-16

SGI SOMNIGROUP INTERNATIONAL INC65.0K shares-0.35%2025-12-312026-01-16

OGE OGE ENERGY CORP133.2K shares-6.11%2025-12-312026-01-16

MSFT MICROSOFT CORP11.4K shares0.03%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR8.8K shares1.10%2025-12-312026-01-16

NVDA NVIDIA CORPORATION27.9K shares0.67%2025-12-312026-01-16

LLY ELI LILLY & CO4.8K shares-0.21%2025-12-312026-01-16

FITB FIFTH THIRD BANCORP106.9K shares0.70%2025-12-312026-01-16

Sponsored

THC TENET HEALTHCARE CORP25.2K shares-0.30%2025-12-312026-01-16

TJX TJX COS INC NEW32.0K shares0.40%2025-12-312026-01-16

NDAQ NASDAQ INC49.9K sharesnew addition2025-12-312026-01-16

JBL JABIL INC20.8K sharesnew addition2025-12-312026-01-16

AVUV AMERICAN CENTY ETF TR43.5K shares5.15%2025-12-312026-01-16

BJ BJS WHSL CLUB HLDGS INC48.7K shares-0.18%2025-12-312026-01-16

TSLA TESLA INC9.7K shares2.11%2025-12-312026-01-16

JHSC JOHN HANCOCK EXCHANGE TRADED102.5K shares5.31%2025-12-312026-01-16

Sponsored

KR KROGER CO68.0K shares0.67%2025-12-312026-01-16

JCI JOHNSON CTLS INTL PLC35.1K sharesnew addition2025-12-312026-01-16

LYFT LYFT INC211.5K sharesnew addition2025-12-312026-01-16

CB CHUBB LIMITED13.1K shares0.97%2025-12-312026-01-16

HD HOME DEPOT INC11.9K shares-0.17%2025-12-312026-01-16

CFG CITIZENS FINL GROUP INC68.6K sharesnew addition2025-12-312026-01-16

HCA HCA HEALTHCARE INC8.5K shares-0.29%2025-12-312026-01-16

MAR MARRIOTT INTL INC NEW12.8K shares0.18%2025-12-312026-01-16

Sponsored

PNC PNC FINL SVCS GROUP INC17.9K shares4.22%2025-12-312026-01-16

DRI DARDEN RESTAURANTS INC19.3K shares0.51%2025-12-312026-01-16

JHG JANUS HENDERSON GROUP PLC74.2K shares-0.08%2025-12-312026-01-16

HON HONEYWELL INTL INC17.8K shares3.47%2025-12-312026-01-16

VZ VERIZON COMMUNICATIONS INC83.8K shares-19.54%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.8K shares1.09%2025-12-312026-01-16

THOMSON REUTERS CORP THOMSON REUTERS CORP25.5K shares1.80%2025-12-312026-01-16

GWW WW GRAINGER INC3.3K shares0.58%2025-12-312026-01-16

Sponsored

AVAV AEROVIRONMENT INC13.5K shares-12.74%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.9.9K shares0.01%2025-12-312026-01-16

PAYX PAYCHEX INC26.9K shares0.79%2025-12-312026-01-16

MCD MCDONALDS CORP9.1K shares0.04%2025-12-312026-01-16

AVUS AMERICAN CENTY ETF TR24.4K shares1.26%2025-12-312026-01-16

PRI PRIMERICA INC10.5K sharesnew addition2025-12-312026-01-16

UHS UNIVERSAL HLTH SVCS INC12.4K sharesnew addition2025-12-312026-01-16

ALPHABET INC ALPHABET INC8.5K shares0.87%2025-12-312026-01-16

Sponsored

VFLO VICTORY PORTFOLIOS II61.3K shares-11.85%2025-12-312026-01-16

WMT WALMART INC19.8K shares-0.79%2025-12-312026-01-16

WMB WILLIAMS COS INC36.6K shares-0.10%2025-12-312026-01-16

T AT&T INC83.6K shares81.49%2025-12-312026-01-16

PM PHILIP MORRIS INTL INC12.8K shares-13.73%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS6.9K shares-3.68%2025-12-312026-01-16

META META PLATFORMS INC2.9K shares162.15%2025-12-312026-01-16

V VISA INC5.4K shares45.71%2025-12-312026-01-16

Sponsored

ABT ABBOTT LABS14.8K shares0.11%2025-12-312026-01-16

KO COCA COLA CO26.1K shares0.31%2025-12-312026-01-16

RTX RTX CORPORATION9.9K shares-0.13%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON8.7K shares0.15%2025-12-312026-01-16

OKE ONEOK INC NEW23.7K shares-2.89%2025-12-312026-01-16

PFE PFIZER INC68.3K shares-1.93%2025-12-312026-01-16

PLTR PALANTIR TECHNOLOGIES INC9.5K shares0.39%2025-12-312026-01-16

TXNM TXNM ENERGY INC28.1K shares-4.64%2025-12-312026-01-16

Sponsored

BYD BOYD GAMING CORP17.8K shares-3.38%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares13.02%2025-12-312026-01-16

MEDTRONIC PLC MEDTRONIC PLC15.6K shares0.05%2025-12-312026-01-16

GE AEROSPACE GE AEROSPACE4.8K shares-1.43%2025-12-312026-01-16

MO ALTRIA GROUP INC24.1K shares-7.68%2025-12-312026-01-16

AMZN AMAZON COM INC6.0K shares2.76%2025-12-312026-01-16

PG PROCTER AND GAMBLE CO9.7K shares-4.78%2025-12-312026-01-16

EPD ENTERPRISE PRODS PARTNERS L42.3K shares38.67%2025-12-312026-01-16

Sponsored

AVLV AMERICAN CENTY ETF TR16.3K shares-2.67%2025-12-312026-01-16

APD AIR PRODS & CHEMS INC4.9K shares0.18%2025-12-312026-01-16

COWG PACER FDS TR33.4K shares0.13%2025-12-312026-01-16

NEE NEXTERA ENERGY INC13.9K shares-0.72%2025-12-312026-01-16

ALPHABET INC ALPHABET INC3.5K shares0.67%2025-12-312026-01-16

DE DEERE & CO2.3K shares-0.72%2025-12-312026-01-16

DVN DEVON ENERGY CORP NEW28.1K shares184.98%2025-12-312026-01-16

F FORD MTR CO76.5K shares0.39%2025-12-312026-01-16

Sponsored

ROKU ROKU INC9.2K shares-0.15%2025-12-312026-01-16

PEP PEPSICO INC6.8K shares-1.03%2025-12-312026-01-16

NRG NRG ENERGY INC5.9K shares-4.35%2025-12-312026-01-16

WFC WELLS FARGO CO NEW9.4K sharesnew addition2025-12-312026-01-16

MMM 3M CO5.4K shares-2.09%2025-12-312026-01-16

DIS DISNEY WALT CO7.5K shares0.00%2025-12-312026-01-16

PANW PALO ALTO NETWORKS INC4.6K shares-5.64%2025-12-312026-01-16

GLW CORNING INC9.5K shares-0.43%2025-12-312026-01-16

Sponsored

OTTR OTTER TAIL CORP9.8K shares-0.11%2025-12-312026-01-16

BTU PEABODY ENERGY CORP26.2K shares-22.25%2025-12-312026-01-16

HII HUNTINGTON INGALLS INDS INC2.1K shares-0.19%2025-12-312026-01-16

CAT CATERPILLAR INC1.2K shares-0.56%2025-12-312026-01-16

LHX L3HARRIS TECHNOLOGIES INC2.4K shares-0.17%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW818 shares-10.89%2025-12-312026-01-16

LOW LOWES COS INC2.9K shares0.00%2025-12-312026-01-16

D DOMINION ENERGY INC11.6K shares-0.19%2025-12-312026-01-16

Sponsored

MMC MARSH & MCLENNAN COS INC3.6K shares0.00%2025-12-312026-01-16

AMBA AMBARELLA INC9.3K shares6.96%2025-12-312026-01-16

BDX BECTON DICKINSON & CO3.3K shares0.21%2025-12-312026-01-16

COWZ PACER FDS TR10.3K shares-0.74%2025-12-312026-01-16

RFG INVESCO EXCHANGE TRADED FD T11.5K shares-0.11%2025-12-312026-01-16

KALU KAISER ALUMINUM CORP5.1K sharesnew addition2025-12-312026-01-16

ES EVERSOURCE ENERGY8.5K shares-0.19%2025-12-312026-01-16

CTVA CORTEVA INC8.0K sharesnew addition2025-12-312026-01-16

Sponsored

WAB WABTEC2.4K sharesnew addition2025-12-312026-01-16

BK BANK NEW YORK MELLON CORP4.4K shares-0.29%2025-12-312026-01-16

SHW SHERWIN WILLIAMS CO1.5K shares0.00%2025-12-312026-01-16

DIA SPDR DOW JONES INDL AVERAGE983 shares0.00%2025-12-312026-01-16

ADI ANALOG DEVICES INC1.7K shares-0.84%2025-12-312026-01-16

UNP UNION PAC CORP1.9K shares0.00%2025-12-312026-01-16

KTOS KRATOS DEFENSE & SEC SOLUTIO5.8K shares-3.28%2025-12-312026-01-16

MERCK & CO INC MERCK & CO INC4.1K shares15.37%2025-12-312026-01-16

Sponsored

PSX PHILLIPS 663.2K shares0.00%2025-12-312026-01-16

PRU PRUDENTIAL FINL INC3.6K shares-0.19%2025-12-312026-01-16

LNC LINCOLN NATL CORP IND9.1K sharesnew addition2025-12-312026-01-16

QCOM QUALCOMM INC2.3K shares5.20%2025-12-312026-01-16

EVRG EVERGY INC5.4K shares0.00%2025-12-312026-01-16

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY5.2K shares0.00%2025-12-312026-01-16

SHEL SHELL PLC5.2K shares0.76%2025-12-312026-01-16

TRGP TARGA RES CORP2.0K shares0.00%2025-12-312026-01-16

Sponsored

UPS UNITED PARCEL SERVICE INC3.7K shares0.00%2025-12-312026-01-16

AXP AMERICAN EXPRESS CO970 shares0.00%2025-12-312026-01-16

NFG NATIONAL FUEL GAS CO4.3K shares-2.13%2025-12-312026-01-16

COP CONOCOPHILLIPS3.6K shares0.00%2025-12-312026-01-16

BLACKROCK INC BLACKROCK INC314 shares-0.63%2025-12-312026-01-16

BMY BRISTOL-MYERS SQUIBB CO5.8K shares8.77%2025-12-312026-01-16

NFLX NETFLIX INC3.3K shares762.08%2025-12-312026-01-16

NUE NUCOR CORP1.8K shares0.00%2025-12-312026-01-16

Sponsored

ET ENERGY TRANSFER L P18.1K shares0.00%2025-12-312026-01-16

IBIT ISHARES BITCOIN TRUST ETF5.8K sharesnew addition2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS1.3K shares-2.55%2025-12-312026-01-16

CSCO CISCO SYS INC3.7K shares1.60%2025-12-312026-01-16

GILD GILEAD SCIENCES INC2.3K shares5.51%2025-12-312026-01-16

GS GOLDMAN SACHS GROUP INC312 shares0.00%2025-12-312026-01-16

TXN TEXAS INSTRS INC1.5K shares0.68%2025-12-312026-01-16

AWR AMER STATES WTR CO3.5K shares0.00%2025-12-312026-01-16

Sponsored

BP BP PLC7.2K shares0.00%2025-12-312026-01-16

ADT ADT INC DEL30.6K sharesnew addition2025-12-312026-01-16

UNH UNITEDHEALTH GROUP INC744 shares-0.67%2025-12-312026-01-16

MPC MARATHON PETE CORP1.5K shares-8.31%2025-12-312026-01-16

SO SOUTHERN CO2.7K shares0.00%2025-12-312026-01-16

HSY HERSHEY CO1.2K shares0.00%2025-12-312026-01-16

AMGN AMGEN INC662 sharesnew addition2025-12-312026-01-16

CPSM CALAMOS ETF TR7.5K shares-4.79%2025-12-312026-01-16

Sponsored

AZN ASTRAZENECA PLC2.3K sharesnew addition2025-12-312026-01-16

CARY ANGEL OAK FUNDS TRUST9.9K shares0.00%2025-12-312026-01-16

GT GOODYEAR TIRE & RUBR CO22.0K shares83.33%2025-12-312026-01-16

DMB BNY MELLON MUN BD INFRASTRUC17.5K shares0.00%2025-12-312026-01-16

GGN GAMCO GLOBAL GOLD NAT RES &24.7K sharesnew addition2025-12-312026-01-16

WEN WENDYS CO12.8K sharesnew addition2025-12-312026-01-16

FCX FREEPORT-MCMORAN INC1.4K sharesnew addition2025-12-312026-01-16

RBBN RIBBON COMMUNICATIONS INC20.4K shares0.00%2025-12-312026-01-16

Sponsored

IWN ISHARES TR120 sharesnew addition2025-12-312026-01-16

Call Option Holdings

SMH Call CallVANECK ETF TRUST3.0K sharesnew addition2025-12-312026-01-16

IWN Call CallISHARES TR2.5K sharesnew addition2025-12-312026-01-16

FCX Call CallFREEPORT-MCMORAN INC4.0K sharesnew addition2025-12-312026-01-16

LLY Call CallELI LILLY & CO100 shares0.00%2025-12-312026-01-16

Put Option Holdings

No put option holdings data available