$367 Million is the total value of Altavista Wealth Management, Inc.'s 248 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CLX | Exit | Clorox Company | $0 | – | -1,587 | -100.0% | -0.12% | – |
RAI | Exit | Reynolds American Inc | $0 | – | -4,105 | -100.0% | -0.12% | – |
NEE | Exit | Nextera Energy Inc Com | $0 | – | -1,977 | -100.0% | -0.14% | – |
EWJ | Exit | iShares MSCI Japan ETF | $0 | – | -34,030 | -100.0% | -0.22% | – |
HCA | Exit | Hca Inc | $0 | – | -5,361 | -100.0% | -0.23% | – |
KSS | Exit | Kohls Corp | $0 | – | -14,249 | -100.0% | -0.30% | – |
MWRCL | Exit | M S Cap Tr III | $0 | – | -24,000 | -100.0% | -0.34% | – |
EMC | Exit | EMC Corp Mass | $0 | – | -25,454 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
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.