V
VISTA INVESTMENT MANAGEMENT
RIA/Wealth
VISTA INVESTMENT MANAGEMENT is a RIA/Wealth based in Pittsburgh, PA led by John Daniel Frankola, managing $286.4M across 170 long positions as of Q3 2025 with 64% ETF concentration.
CEOJohn Daniel Frankola
- Portfolio Value
- $286.4M
- Positions
- 170
- Top Holding
- VGT at 3.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VISTA INVESTMENT MANAGEMENT's portfolio (26.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.5M | 3.31% | +$284.5K Bought | — 12.7K shares | |
ETF ETF | $9.4M | 3.29% | +$327.0K Bought | — 117.7K shares | |
ETF ETF | $8.9M | 3.10% | +$693.0K Bought | — 174.8K shares | |
ETF ETF | $7.9M | 2.75% | -$9.7K Sold | — 383.4K shares | |
ETF ETF | $7.7M | 2.69% | -$22.6K Sold | — 227.0K shares | |
ETF ETF | $7.5M | 2.62% | +$101.6K Bought | — 444.7K shares | |
ETF ETF | $7.3M | 2.55% | +$758.5K Bought | — 285.2K shares | |
Banks - Diversified Financial Services | $6.5M | 2.27% | -$203.8K Sold | 0.00% 20.6K shares | |
ETF ETF | $6.3M | 2.19% | -$99.6K Sold | — 32.3K shares | |
ETF ETF | $6.1M | 2.14% | -$74.8K Sold | — 35.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VISTA INVESTMENT MANAGEMENT's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+81.33% | |
+53.61% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-47.08% | |
-45.85% |
Analytics
Portfolio insights and performance metrics for VISTA INVESTMENT MANAGEMENT
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