Vista Investment Partners II, LLC
Vista Investment Partners II, LLC is an investment advisory firm based in Richmond, Indiana. It is affiliated with Vista Investment Partners, which offers SEC-registered investment advisory services focused on financial planning, portfolio construction, and wealth management. Vista emphasizes personalized client relationships, integrity, and comprehensive solutions designed to protect and grow client assets. The firm serves individual investors and families, aiming to provide a holistic approach to financial well-being.
Investment Strategy
Vista Investment Partners focuses on holistic wealth management by providing comprehensive financial planning, tailored portfolio construction, and risk management services. The firm's investment philosophy prioritizes long-term relationships, transparency, and integrity. Investment strategies are customized for each client, seeking to align investment choices with clients’ life goals and risk tolerance, while emphasizing prudent asset management and disciplined financial guidance.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSTR | MICROSTRATEGY INC | 7.58% | $15.7M | 38,873 | $288.83 | $404.23 | +$4.0M |
L LLY | ELI LILLY & CO | 4.32% | $8.9M | 11,480 | $772.38 | $779.53 | -$584.6K |
N NVDA | NVIDIA CORPORATION | 3.31% | $6.9M | 43,444 | $133.01 | $157.99 | +$2.2M |
V VOO | VANGUARD INDEX FDS | 2.78% | $5.8M | 10,140 | $538.81 | $568.03 | +$129.4K |
K KLAC | KLA CORP | 2.46% | $5.1M | 5,692 | $630.12 | $895.74 | +$1.2M |