$181 Million is the total value of Altavista Wealth Management, Inc.'s 124 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | Alphabet Inc Class A | $3,385,000 | – | 4,812 | +100.0% | 1.87% | – |
| TGT | New | Target Corporation | $3,269,000 | – | 46,826 | +100.0% | 1.80% | – |
| AGN | New | Allergan Inc | $3,206,000 | – | 13,873 | +100.0% | 1.77% | – |
| ITM | New | Market Vectors Etf TRUST | $829,000 | – | 33,392 | +100.0% | 0.46% | – |
| VLO | New | Valero Energy Corporation | $721,000 | – | 14,133 | +100.0% | 0.40% | – |
| GOOG | New | Alphabet Inc Class C | $691,000 | – | 998 | +100.0% | 0.38% | – |
| SWK | New | Stanley Black & Decker Inc Com | $615,000 | – | 5,530 | +100.0% | 0.34% | – |
| KHC | New | Kraft Heinz | $494,000 | – | 5,583 | +100.0% | 0.27% | – |
| HCA | New | Hca Inc | $413,000 | – | 5,361 | +100.0% | 0.23% | – |
| EWJ | New | iShares MSCI Japan ETF | $391,000 | – | 34,030 | +100.0% | 0.22% | – |
| PYS | New | Preferredplus Tr | $389,000 | – | 15,401 | +100.0% | 0.22% | – |
| KR | New | Kroger Co | $335,000 | – | 9,110 | +100.0% | 0.18% | – |
| MMP | New | Magellan Midstream Partne | $322,000 | – | 4,240 | +100.0% | 0.18% | – |
| DLTR | New | Dollar tree Stores Inc | $282,000 | – | 2,992 | +100.0% | 0.16% | – |
| AEHCL | New | Aegon Nv Cap | $252,000 | – | 9,581 | +100.0% | 0.14% | – |
| SE | New | Spectra Energy Corp | $241,000 | – | 6,586 | +100.0% | 0.13% | – |
| EPD | New | Enterprise Prods Partners | $220,000 | – | 7,518 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-15
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.