Beacon Investment Advisory Services’s Vista Energy VIST Stock Holding History

Beacon Investment Advisory Services’s Portfolio VIST Stock Details VIST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-110	Closed	-$8.3K	–	847
2026 Q1	$8.3K	Buy	+110	New	+$6.42K	﹤0.01%	658

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Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

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LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return