VISTA INVESTMENT PARTNERS LLC
RIA/Wealth
VISTA INVESTMENT PARTNERS LLC is a RIA/Wealth based in Richmond, IN led by Ronald Loyd Richardson, reporting $541.0M in AUM as of Q3 2025 with SPY as the largest holding (3% allocation).
PresidentRonald Loyd Richardson
- Portfolio Value
- $363.7M
- Positions
- 155
- Top Holding
- SPY at 3.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in VISTA INVESTMENT PARTNERS LLC's portfolio (25.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.3M | 3.37% | +$26.0K Bought | — 18.4K shares | |
Consumer Electronics Technology | $12.0M | 3.31% | -$57.3K Sold | 0.00% 47.3K shares | |
Oil & Gas Integrated Energy | $11.0M | 3.03% | -$580.7K Sold | 0.00% 97.9K shares | |
Coal Energy | $9.2M | 2.53% | — | 0.28% 363.7K shares | |
Semiconductors Technology | $9.2M | 2.52% | +$7.6K Bought | 0.01% 8.5K shares | |
ETF ETF | $8.2M | 2.25% | +$901.9K Bought | — 103.8K shares | |
Oil & Gas Integrated Energy | $8.2M | 2.25% | — | 0.00% 52.7K shares | |
Software - Infrastructure Technology | $8.1M | 2.21% | -$1.8M Sold | 0.00% 28.6K shares | |
Specialty Retail Consumer Cyclical | $7.6M | 2.09% | -$8.1K Sold | 0.01% 70.4K shares | |
Semiconductors Technology | $7.5M | 2.07% | -$27.1K Sold | 0.00% 22.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in VISTA INVESTMENT PARTNERS LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for VISTA INVESTMENT PARTNERS LLC
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