$152 Million is the total value of Altavista Wealth Management, Inc.'s 109 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LNC | Lincoln National Corp | $3,209,000 | -19.9% | 67,606 | 0.0% | 2.11% | -14.2% | |
| MUB | Ishares Trust | $1,601,000 | +1.3% | 14,610 | 0.0% | 1.05% | +8.4% | |
| DRI | Darden Restaurants Inc | $816,000 | -3.5% | 11,905 | 0.0% | 0.54% | +3.3% | |
| MINT | Pimco Short Maturity ETF | $569,000 | -0.4% | 5,645 | 0.0% | 0.37% | +6.6% | |
| SHM | SPDR Nuveen Barclays Cap Sh Te | $531,000 | +0.4% | 21,805 | 0.0% | 0.35% | +7.4% | |
| LQD | iShares GS$ Investor Corp | $415,000 | +0.2% | 3,575 | 0.0% | 0.27% | +7.5% | |
| IWR | Ishares Russell Midcap | $311,000 | -8.8% | 2,000 | 0.0% | 0.20% | -2.4% | |
| IWB | iShares Russell 1000 | $301,000 | -7.7% | 2,813 | 0.0% | 0.20% | -1.0% | |
| ISGCL | Ing Groep Nv | $215,000 | -0.9% | 8,533 | 0.0% | 0.14% | +6.0% | |
| ETV | Eaton Vance Tax Mgd Buy | $205,000 | -4.2% | 14,420 | 0.0% | 0.14% | +3.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Lehman US Aggregate BD FD | 35 | Q4 2021 | 14.8% |
| Berkshire Hathaway B | 35 | Q4 2021 | 4.3% |
| Apple Computer Inc | 35 | Q4 2021 | 5.0% |
| Microsoft Corp | 35 | Q4 2021 | 3.8% |
| Pepsi Co | 35 | Q4 2021 | 4.5% |
| Johnson & Johnson | 35 | Q4 2021 | 3.3% |
| Exxon Mobil Corp. | 35 | Q4 2021 | 5.1% |
| Intel Corp | 35 | Q4 2021 | 3.3% |
| Cisco Systems Inc | 35 | Q4 2021 | 2.8% |
| Wal-Mart Stores Inc | 35 | Q4 2021 | 2.6% |
View Altavista Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-03 |
| 13F-HR | 2021-05-06 |
| 13F-HR | 2021-02-09 |
| 13F-HR | 2020-11-16 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-14 |
| 13F-HR | 2020-02-14 |
| 13F-HR | 2019-11-05 |
View Altavista Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.