$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSCO | Tractor Supply Company | $3,668,000 | -9.0% | 53,186 | 0.0% | 1.84% | -16.0% | |
| TIP | iShares Barclay Tips | $979,000 | +1.2% | 8,543 | 0.0% | 0.49% | -6.5% | |
| MRK | Merck & Co Inc | $896,000 | +8.0% | 14,100 | 0.0% | 0.45% | -0.4% | |
| NNC | Nuveen NC Premium Income Muni | $589,000 | +0.3% | 45,417 | 0.0% | 0.30% | -7.2% | |
| NSRGY | Nestle S A Reg B Adr | $446,000 | +7.2% | 5,795 | 0.0% | 0.22% | -0.9% | |
| IWR | Russell Midcap ETF | $374,000 | +4.5% | 2,000 | 0.0% | 0.19% | -3.6% | |
| MMP | Magellan Midstream Partne | $326,000 | +1.6% | 4,240 | 0.0% | 0.16% | -6.3% | |
| LQD | iShares GS$ Investor Corp | $307,000 | +0.7% | 2,605 | 0.0% | 0.15% | -6.7% | |
| UTX | United Technologies | $308,000 | +2.3% | 2,749 | 0.0% | 0.15% | -5.5% | |
| FDX | Fedex Corporation | $302,000 | +4.9% | 1,545 | 0.0% | 0.15% | -3.2% | |
| FITB | Fifth Third Bancorp | $244,000 | -5.8% | 9,593 | 0.0% | 0.12% | -12.9% | |
| BAC | Bank of America Corp. | $239,000 | +6.7% | 10,131 | 0.0% | 0.12% | -0.8% | |
| ROST | Ross Stores Inc Com | $213,000 | +0.5% | 3,227 | 0.0% | 0.11% | -7.0% | |
| VGSH | Vanguard Scottsdale Etf | $201,000 | 0.0% | 3,300 | 0.0% | 0.10% | -7.3% |
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.