$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EPD | Exit | Enterprise Prods Partners | $0 | – | -7,518 | -100.0% | -0.11% | – |
SCG | Exit | Scana Corporation New | $0 | – | -2,805 | -100.0% | -0.11% | – |
CL | Exit | Colgate-Palmolive Co | $0 | – | -3,425 | -100.0% | -0.12% | – |
MA | Exit | Mastercard Inc | $0 | – | -2,177 | -100.0% | -0.12% | – |
KR | Exit | Kroger Co | $0 | – | -7,788 | -100.0% | -0.15% | – |
SE | Exit | Spectra Energy Corp | $0 | – | -6,597 | -100.0% | -0.15% | – |
PST | Exit | Proshs Ultrashort 7-10 Yr Treas | $0 | – | -22,882 | -100.0% | -0.28% | – |
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.