$238 Million is the total value of Altavista Wealth Management, Inc.'s 143 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FBNC | New | First Bancorp N C | $1,324,000 | – | 37,495 | +100.0% | 0.56% | – |
| RY | New | Royal Bk Cda Montreal | $924,000 | – | 11,314 | +100.0% | 0.39% | – |
| APTV | New | Aptiv | $708,000 | – | 8,341 | +100.0% | 0.30% | – |
| NLYPRF | New | Annaly Capital | $534,000 | – | 20,675 | +100.0% | 0.23% | – |
| RWR | New | Spdr Dj Wilshire Reit | $443,000 | – | 4,731 | +100.0% | 0.19% | – |
| VXUS | New | Vanguard Total International Stock | $329,000 | – | 5,800 | +100.0% | 0.14% | – |
| MDLZ | New | Mondelez | $310,000 | – | 7,252 | +100.0% | 0.13% | – |
| BA | New | Boeing Co | $258,000 | – | 876 | +100.0% | 0.11% | – |
| HON | New | Honeywell, Inc. | $243,000 | – | 1,584 | +100.0% | 0.10% | – |
| OSTK | New | Overstock.com Inc | $204,000 | – | 3,200 | +100.0% | 0.09% | – |
| KR | New | Kroger Co | $202,000 | – | 7,371 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-13
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.