$200 Million is the total value of Altavista Wealth Management, Inc.'s 127 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF Trust | $512,000 | – | 2,171 | +100.0% | 0.26% | – |
| SLMAP | New | Slm Corp | $331,000 | – | 6,530 | +100.0% | 0.17% | – |
| VIG | New | Vanguard Dividend Appreciation ETF | $319,000 | – | 3,550 | +100.0% | 0.16% | – |
| HTBI | New | Hometrust Bancshares Inc | $296,000 | – | 12,600 | +100.0% | 0.15% | – |
| TSS | New | Total Systems Services | $290,000 | – | 5,418 | +100.0% | 0.14% | – |
| ENB | New | Enbridge Inc | $283,000 | – | 6,756 | +100.0% | 0.14% | – |
| VOO | New | Vanguard 500 ETF | $253,000 | – | 1,170 | +100.0% | 0.13% | – |
| NEE | New | Nextera Energy Inc Com | $209,000 | – | 1,627 | +100.0% | 0.10% | – |
| UN | New | Unilever N V Ny Shs Newf | $201,000 | – | 4,050 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-16
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.