$210 Million is the total value of Altavista Wealth Management, Inc.'s 137 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TTC | New | Toro Co Com | $496,000 | – | 8,000 | +100.0% | 0.24% | – |
| ALLPRECL | New | Allstate Corp | $324,000 | – | 12,095 | +100.0% | 0.15% | – |
| EPD | New | Enterprise Prods Partners | $289,000 | – | 11,104 | +100.0% | 0.14% | – |
| CL | New | Colgate-Palmolive Co | $279,000 | – | 3,828 | +100.0% | 0.13% | – |
| DWDP | New | DowDuPont Inc | $265,000 | – | 3,826 | +100.0% | 0.13% | – |
| VWO | New | Vanguard FTSE Emerging Markets ETF | $258,000 | – | 5,922 | +100.0% | 0.12% | – |
| 3106PS | New | Delphi Automotive Plc | $251,000 | – | 2,550 | +100.0% | 0.12% | – |
| BIIB | New | Biogen Idec Inc | $238,000 | – | 760 | +100.0% | 0.11% | – |
| STIPRECL | New | Suntrust Ban | $231,000 | – | 9,095 | +100.0% | 0.11% | – |
| YUM | New | Yum Brands Inc Com | $219,000 | – | 2,972 | +100.0% | 0.10% | – |
| CNMD | New | Conmed Corp | $215,000 | – | 4,105 | +100.0% | 0.10% | – |
| MA | New | Mastercard Inc | $207,000 | – | 1,468 | +100.0% | 0.10% | – |
| SO | New | The Southern Company | $204,000 | – | 4,156 | +100.0% | 0.10% | – |
| PEG | New | Pub Svc Ent Group Inc | $204,000 | – | 4,416 | +100.0% | 0.10% | – |
| HRS | New | Harris Corporation | $205,000 | – | 1,560 | +100.0% | 0.10% | – |
| BTI | New | British American Tobacco PLC ADR | $203,000 | – | 3,246 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
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.