Stock Taper 
VISTA WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Workday, Inc. | WDAY | 1.88K | $439.07K |
 American Water Works Company, Inc. | AWK | 1.94K | $286.78K |
 Danaher Corporation | DHR | 1.95K | $400.36K |
 QUALCOMM Incorporated | QCOM | 1.97K | $302.37K |
 Phillips 66 | PSX | 2.03K | $250.91K |
 MSA Safety Incorporated | MSA | 2.08K | $305.26K |
 Morgan Stanley | MS | 2.08K | $243.03K |
 The Walt Disney Company | DIS | 2.1K | $206.81K |
 Intuit Inc. | INTU | 2.26K | $1.39M |
 Shopify Inc. | SHOP | 2.35K | $224K |
 Salesforce, Inc. | CRM | 2.35K | $630.97K |
 Prologis, Inc. | PLD | 2.39K | $267.48K |
 Mastercard Incorporated | MA | 2.4K | $1.32M |
 Paychex, Inc. | PAYX | 2.44K | $376.91K |
 Applied Materials, Inc. | AMAT | 2.46K | $357.6K |
 The Boeing Company | BA | 2.48K | $422.11K |
 The Home Depot, Inc. | HD | 2.54K | $929.36K |
 Spotify Technology S.A. | SPOT | 2.63K | $1.45M |
 Gilead Sciences, Inc. | GILD | 2.64K | $296.06K |
 State Street Corporation | STT | 2.9K | $259.55K |