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| Happy Holidays!! thanks for using AUM13F!! |
| Vista Investment Management LLC
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| CRD # | 116068 |
| SEC # | 801-112652 |
| CIK # | 0001740140, 0001640638 |
| AUM | $286.3 M (2025-03-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 412-824-5940 |
| Address | 400 Penn Center Blvd, Suite 555 Pittsburgh, PA 15235-5610 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 6.2 | ||
| Capital One Financial Corp | 4.1 | ||
| Global MOFY Metaverse Ltd | 3.8 | ||
| Rush Enterprises Inc TX | 3.2 | ||
| PNC Financial Services Group Inc | 3.0 | ||
| II-VI Inc | 2.9 | ||
| Wesco International Inc | 2.8 | ||
| Walt Disney Co | 2.7 | ||
| First Business Financial Services Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 33.9 |
| (b) Individuals (high net worth individuals) | 77 | 213.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 4.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 34.5 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 286.3 |
| By Discretionary | ||
| Discretionary | 526 | 282.2 |
| Non-Discretionary | 4 | 4.1 |
| Total | 530 | 286.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.3 | |
| Total | 530 | 286.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001640638] | |
| SC 13G | [0001640638] | |
| 13F-HR | [0001740140] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Private Vista LLC | Claymore Exchange-Traded Fund Trust | [2018-04-10] |
| Private Vista LLC | Wisdom Tree Investments Inc | [2017-07-24] |
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