• 13F History

VISTA INVESTMENT PARTNERS II, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$169M
Signature - Title
Dennis Mason - Chief Compliance Officer
Location
Richmond, IN
Summary
This page shows a list of all the recent 13F filings made by VISTA INVESTMENT PARTNERS II, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VISTA INVESTMENT PARTNERS II, LLC reported 127 stock holdings with total value $169M as of Q4 2024. Top holdings included LLY, VOO, NVDA, AAPL, and MSTR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 127 $169M $0 $0 LLY, VOO, NVDA, AAPL, MSTR 13F-HR 2/7/2025, 03:54 PM