VISTA INVESTMENT MANAGEMENT

13F filer, CIK 1740140, PITTSBURGH, PA

VISTA INVESTMENT MANAGEMENT reported $263,553,609 across 178 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 26.47% of the portfolio.

Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001740140-25-000001

Period: 2024-12-31
Reported value: $264M
Holdings: 178
Top 10 weight: 26.47%
New: 7
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BSCUadded	+68,328	$1.12M
JAAAadded	+16,659	$845K
NVOnew	+9,037	$777K
BSCWnew	+38,167	$768K
SPIBadded	+16,853	$552K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BSCRreduced	-37,562	-$732K
VRIGreduced	-23,005	-$578K
JPMreduced	-2,226	-$534K
BILreduced	-4,422	-$404K
COHRreduced	-4,167	-$395K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001740140-25-000001, largest first. % of portfolio is the value over $263,521,226, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VCSHVANGUARD SCOTTSDALE FDS	114,316	$8.92M	3.38%	+2,036	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	410,828	$8.27M	3.14%	-7,944	Timeline
VGTVANGUARD WORLD FD	12,718	$7.91M	3%	+272	Timeline
JAAAJANUS DETROIT STR TR	154,649	$7.84M	2.98%	+16,659	Timeline
SPIBSPDR SERIES TRUST	222,189	$7.28M	2.76%	+16,853	Timeline
BSCUINVESCO EXCH TRD SLF IDX FD	423,265	$6.93M	2.63%	+68,328	Timeline
QUALISHARES TR	32,428	$5.77M	2.19%	+81	Timeline
FLTRVANECK ETF TRUST	221,558	$5.64M	2.14%	+15,294	Timeline
QUSSPDR SERIES TRUST	36,219	$5.61M	2.13%	+117	Timeline
JPMJPMORGAN CHASE & CO	23,354	$5.6M	2.12%	-2,226	Timeline
EPSWISDOMTREE TR	81,583	$4.99M	1.89%	+112	Timeline
IJRISHARES TR	42,166	$4.86M	1.84%	-765	Timeline
FPEIFIRST TR EXCH TRADED FD III	252,897	$4.73M	1.79%	+11,010	Timeline
VOXVANGUARD WORLD FD	26,334	$4.08M	1.55%	+322	Timeline
SPMDSPDR SERIES TRUST	72,957	$3.99M	1.51%	+928	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	103,629	$3.88M	1.47%	-23	Timeline
RUSHBRUSH ENTERPRISES INC	68,824	$3.75M	1.42%	+3,143	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	184,247	$3.59M	1.36%	-37,562	Timeline
BILSPDR SERIES TRUST	38,935	$3.56M	1.35%	-4,422	Timeline
SPEMSPDR INDEX SHS FDS	91,149	$3.5M	1.33%	+516	Timeline
PNCPNC FINL SVCS GROUP INC	17,284	$3.33M	1.26%	-1,323	Timeline
SPSBSPDR SERIES TRUST	108,928	$3.25M	1.23%	-8,672	Timeline
LOWLOWES COS INC	11,927	$2.94M	1.12%	-185	Timeline
COHRCOHERENT CORP	30,972	$2.93M	1.11%	-4,167	Timeline
VRIGINVESCO ACTIVELY MANAGED EXC	113,952	$2.86M	1.09%	-23,005	Timeline
AAPLAPPLE INC	11,185	$2.8M	1.06%	-294	Timeline
WCCWESCO INTL INC	14,940	$2.7M	1.03%	-104	Timeline
IJHISHARES TR	42,235	$2.63M	1%	-515	Timeline
VWOVANGUARD INTL EQUITY INDEX F	58,727	$2.59M	0.98%	-626	Timeline
FBIZFIRST BUSINESS FINL SVCS INC	55,362	$2.56M	0.97%	-2,219	Timeline
STZCONSTELLATION BRANDS INC	11,479	$2.54M	0.96%	+84	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	4,863	$2.53M	0.96%	-131	Timeline
DISDISNEY WALT CO	21,876	$2.44M	0.92%	-244	Timeline
ICSHISHARES TR	43,814	$2.21M	0.84%	-6,568	Timeline
GOOGLALPHABET INC	11,434	$2.16M	0.82%	+503	Timeline
SPDWSPDR INDEX SHS FDS	62,396	$2.13M	0.81%	+415	Timeline
UNHUNITEDHEALTH GROUP INC	4,199	$2.12M	0.81%	+129	Timeline
LVSLAS VEGAS SANDS CORP	41,175	$2.11M	0.8%	+892	Timeline
COFCAPITAL ONE FINL CORP	11,774	$2.1M	0.8%	-1,015	Timeline
EWXSPDR INDEX SHS FDS	34,770	$2.04M	0.77%	+4,568	Timeline
SLQDISHARES TR	38,692	$1.92M	0.73%	+1,334	Timeline
TELTE CONNECTIVITY PLC	13,225	$1.89M	0.72%	+70	Timeline
DGSWISDOMTREE TR	38,246	$1.87M	0.71%	+485	Timeline
SPYMSPDR SERIES TRUST	26,218	$1.81M	0.69%	-894	Timeline
IPKWINVESCO EXCH TRADED FD TR II	45,467	$1.81M	0.69%	+2,689	Timeline
MSFTMICROSOFT CORP	4,264	$1.8M	0.68%	-204	Timeline
RTXRTX CORPORATION	15,487	$1.79M	0.68%	-5	Timeline
WFCWELLS FARGO & CO	25,487	$1.79M	0.68%	-2,559	Timeline
PEPPEPSICO INC	11,599	$1.76M	0.67%	-641	Timeline
ELVELEVANCE HEALTH INC FORMERLY	4,689	$1.73M	0.66%	+607	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	9,965	$1.73M	0.66%	-143
RSPDINVESCO EXCHANGE TRADED FD T	31,507	$1.68M	0.64%	+230	Timeline
CSCOCISCO SYS INC	28,128	$1.67M	0.63%	-1,617	Timeline
EOGEOG RES INC	12,713	$1.56M	0.59%	-91	Timeline
XLKSELECT SECTOR SPDR TR	6,671	$1.55M	0.59%	-122	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	26,767	$1.54M	0.58%	+673	Timeline
INGRINGREDION INC	10,887	$1.5M	0.57%	+47	Timeline
VAWVANGUARD WORLD FD	7,890	$1.48M	0.56%	+122	Timeline
VOVANGUARD INDEX FDS	5,570	$1.47M	0.56%	-279	Timeline
ANSYS INCANSYS INC	4,249	$1.43M	0.54%	-130
VTIVANGUARD INDEX FDS	4,779	$1.39M	0.53%	-34	Timeline
BFHBREAD FINANCIAL HOLDINGS INC	21,496	$1.31M	0.5%	-810	Timeline
VEAVANGUARD TAX-MANAGED FDS	26,633	$1.27M	0.48%	+238	Timeline
AZNASTRAZENECA PLC-SPONS ADR	18,930	$1.24M	0.47%	-1,440	Timeline
PFEPFIZER INC	46,517	$1.23M	0.47%	0	Timeline
IVVISHARES TR	2,027	$1.19M	0.45%	-30	Timeline
ABRARBOR REALTY TRUST INC	85,811	$1.19M	0.45%	-2,307	Timeline
RMDRESMED INC	4,979	$1.14M	0.43%	-150	Timeline
CVXCHEVRON CORPORATION	7,828	$1.13M	0.43%	-394	Timeline
VBVANGUARD INDEX FDS	4,656	$1.12M	0.42%	-142	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	21,484	$1.08M	0.41%	-22	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,794	$1.05M	0.4%	-24	Timeline
MRKMERCK & CO INC	10,536	$1.05M	0.4%	-1,627	Timeline
FCOMFIDELITY COVINGTON TRUST	17,829	$1.05M	0.4%	+40	Timeline
VCRVANGUARD WORLD FD	2,697	$1.01M	0.38%	-57	Timeline
FISFIDELITY NATL INFORMATION SV	12,479	$1.01M	0.38%	-282	Timeline
JLLJONES LANG LASALLE INC	3,806	$963K	0.37%	-114	Timeline
CSXCSX CORP	29,439	$950K	0.36%	-510	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,040	$925K	0.35%	-56	Timeline
GSGOLDMAN SACHS GROUP INC	1,614	$924K	0.35%	-14	Timeline
LHLABCORP HOLDINGS INC	4,022	$922K	0.35%	-11	Timeline
AMGNAMGEN INC	3,535	$921K	0.35%	+26	Timeline
ISCFISHARES TR	28,507	$920K	0.35%	-182	Timeline
GOOGALPHABET INC	4,570	$870K	0.33%	-44	Timeline
XLYSELECT SECTOR SPDR TR	3,869	$868K	0.33%	0	Timeline
VYMVANGUARD WHITEHALL FDS	6,795	$867K	0.33%	+690	Timeline
ABTABBOTT LABORATORIES	7,578	$857K	0.33%	-10	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,502	$856K	0.32%	-10	Timeline
CRMSALESFORCE INC	2,549	$852K	0.32%	+62	Timeline
XBISPDR SERIES TRUST	9,444	$851K	0.32%	-1,203	Timeline
COPCONOCOPHILLIPS	8,553	$848K	0.32%	+850	Timeline
TXNTEXAS INSTRS INC	4,420	$829K	0.31%	-311	Timeline
WPCWP CAREY INC	15,044	$820K	0.31%	+158	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	16,220	$813K	0.31%	+380	Timeline
SUBISHARES TR	7,588	$800K	0.3%	0	Timeline
DDOMINION ENERGY INC	14,806	$797K	0.3%	0	Timeline
RSPINVESCO EXCHANGE TRADED FD T	4,445	$779K	0.3%	+1,252	Timeline
NVONOVO-NORDISK A S	9,037	$777K	0.29%	new	Timeline
XLBSELECT SECTOR SPDR TR	9,236	$777K	0.29%	-485	Timeline
BSCWINVESCO EXCH TRD SLF IDX FD	38,167	$768K	0.29%	new	Timeline
COLBCOLUMBIA BKG SYS INC	26,828	$725K	0.27%	-3,517	Timeline
IEMGISHARES INC	13,275	$693K	0.26%	-28	Timeline
TOWNTOWNEBANK PORTSMOUTH VA	20,328	$692K	0.26%	-220	Timeline
VRTXVERTEX PHARMACEUTICALS INC	1,672	$673K	0.26%	+20	Timeline
AMZNAMAZON COM INC	2,925	$642K	0.24%	+235	Timeline
SPTMSPDR SERIES TRUST	8,881	$634K	0.24%	-91	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	12,458	$632K	0.24%	-2,650	Timeline
FISVFISERV INC	2,990	$614K	0.23%	-429	Timeline
VTVANGUARD INTL EQUITY INDEX F	5,107	$600K	0.23%	-102	Timeline
VDEVANGUARD WORLD FD	4,933	$598K	0.23%	+481	Timeline
VIGVANGUARD SPECIALIZED FUNDS	3,050	$597K	0.23%	-108	Timeline
FLRNSPDR SERIES TRUST	18,686	$574K	0.22%	-3,629	Timeline
FCNFTI CONSULTING INC	2,917	$558K	0.21%	+199	Timeline
ORCLORACLE CORP	3,306	$551K	0.21%	-182	Timeline
NFLXNETFLIX INC.	598	$533K	0.2%	0	Timeline
VHTVANGUARD WORLD FD	2,092	$531K	0.2%	+500	Timeline
PGPROCTER & GAMBLE CO	3,159	$530K	0.2%	-100	Timeline
VVVANGUARD INDEX FDS	1,900	$512K	0.19%	0	Timeline
SHMSPDR SERIES TRUST	10,321	$489K	0.19%	-994	Timeline
METAMETA PLATFORMS INC	809	$474K	0.18%	-38	Timeline
GPNGLOBAL PMTS INC	4,128	$463K	0.18%	-385	Timeline
IWMISHARES TR	2,026	$448K	0.17%	0	Timeline
MPCMARATHON PETE CORP	3,188	$445K	0.17%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,518	$440K	0.17%	-10	Timeline
TJXTJX COS INC NEW	3,627	$438K	0.17%	-460	Timeline
HWMHOWMET AEROSPACE INC	3,905	$427K	0.16%	0	Timeline
RSPGINVESCO EXCHANGE TRADED FD T	5,476	$418K	0.16%	+29	Timeline
SPSMSPDR SERIES TRUST	9,050	$407K	0.15%	+1,413	Timeline
TMTOYOTA MOTOR CORP	2,084	$406K	0.15%	-20	Timeline
VFHVANGUARD WORLD FD	3,360	$397K	0.15%	-77	Timeline
ADBEADOBE INC	875	$389K	0.15%	+26	Timeline
GLPIGAMING & LEISURE P	8,024	$386K	0.15%	-275	Timeline
GLWCORNING INC	8,027	$381K	0.14%	-324	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	20,246	$371K	0.14%	+4,175	Timeline
UPSUNITED PARCEL SVCS INC	2,940	$371K	0.14%	-14	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,873	$370K	0.14%	+299	Timeline
FNBF N B CORP	23,797	$352K	0.13%	-4,118	Timeline
XLFSELECT SECTOR SPDR TR	7,150	$346K	0.13%	-100	Timeline
AUBATLANTIC UN BANKSHARES CORP	9,070	$344K	0.13%	-50	Timeline
KBHKB HOME	5,097	$335K	0.13%	+215	Timeline
CHINA FD INCCHINA FD INC	27,850	$332K	0.13%	+1,500
BALTINNOVATOR ETFS TRUST	10,465	$329K	0.12%	0	Timeline
AXPAMERICAN EXPRESS CO	1,084	$322K	0.12%	+27	Timeline
SCZISHARES TR	5,236	$318K	0.12%	-24	Timeline
VTRVENTAS INC	5,390	$317K	0.12%	-22	Timeline
HIGHARTFORD INSURANCE GROUP INC	2,897	$317K	0.12%	-2	Timeline
MUBISHARES TR	2,973	$317K	0.12%	0	Timeline
MUNIPIMCO ETF TR	6,019	$311K	0.12%	-535	Timeline
IEFAISHARES TR	4,383	$308K	0.12%	0	Timeline
ARCCARES CAPITAL CORP	13,549	$297K	0.11%	-1,480	Timeline
BMARINNOVATOR ETFS TRUST	6,247	$288K	0.11%	-379	Timeline
MTUMISHARES TR	1,361	$282K	0.11%	-5	Timeline
ORRFORRSTOWN FINL SVCS INC	7,550	$276K	0.1%	-356	Timeline
RSPSINVESCO EXCHANGE TRADED FD T	9,161	$276K	0.1%	+398	Timeline
ABBVABBVIE INC	1,532	$272K	0.1%	-175	Timeline
TTDTHE TRADE DESK INC	2,255	$265K	0.1%	-200	Timeline
FPEFIRST TR EXCH TRADED FD III	14,840	$263K	0.1%	+115	Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUN	12,553	$261K	0.1%	new	Timeline
LLYELI LILLY & CO	335	$259K	0.1%	-3	Timeline
JNJJOHNSON & JOHNSON	1,719	$249K	0.09%	-245	Timeline
XLCSELECT SECTOR SPDR TR	2,510	$243K	0.09%	+40	Timeline
BAUGINNOVATOR ETFS TRUST	5,480	$239K	0.09%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,134	$239K	0.09%	-63	Timeline
GEGE AEROSPACE	1,376	$230K	0.09%	0	Timeline
ITBISHARES TR	2,203	$228K	0.09%	-300	Timeline
PFEBINNOVATOR ETFS TRUST	6,092	$224K	0.09%	0	Timeline
IGIBISHARES TR	4,252	$219K	0.08%	+57	Timeline
XPHSPDR SERIES TRUST	4,984	$214K	0.08%	+118	Timeline
WMTWALMART INC	2,327	$210K	0.08%	-316	Timeline
SPYVSPDR SERIES TRUST	4,094	$209K	0.08%	-70	Timeline
HDHOME DEPOT INC	533	$207K	0.08%	0	Timeline
OEFISHARES TR	703	$203K	0.08%	new	Timeline
PPGPPG INDS INC	1,685	$201K	0.08%	-8	Timeline
NZFNUVEEN MUN CR INCOME FD	16,067	$196K	0.07%	0	Timeline
APPAPPLOVIN CORP	575	$186K	0.07%	new	Timeline
NVGNUVEEN AMT FREE MUN CR INC F	11,200	$137K	0.05%	0	Timeline
BITFBITFARMS LTD	10,000	$14.9K	0.01%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
APPAPPLOVIN CORP Stock	put	100	$32.4K	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CVSCVS HEALTH CORP	5,894	$371K	shares
KVUEKENVUE INC	9,210	$213K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001740140-25-000001	base		2025-02-14	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC