$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHM | SPDR Nuveen Barclays Cap Sh Term FD | $1,727,000 | -1.4% | 36,039 | 0.0% | 0.73% | -12.3% | |
| MUB | Ishares Trust | $1,065,000 | -0.1% | 9,614 | 0.0% | 0.45% | -11.2% | |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $718,000 | -1.0% | 9,050 | 0.0% | 0.30% | -12.2% | |
| QCOM | Qualcomm Inc | $701,000 | +23.4% | 10,950 | 0.0% | 0.30% | +9.6% | |
| BBT | BB&T Corporation | $546,000 | +5.8% | 10,988 | 0.0% | 0.23% | -5.7% | |
| TTC | Toro Co Com | $522,000 | +5.2% | 8,000 | 0.0% | 0.22% | -6.4% | |
| D | Dominion Resources Inc VA New | $485,000 | +5.4% | 5,985 | 0.0% | 0.20% | -6.4% | |
| IWR | Russell Midcap ETF | $395,000 | +5.3% | 1,900 | 0.0% | 0.17% | -6.2% | |
| TSS | Total Systems Services | $340,000 | +20.6% | 4,305 | 0.0% | 0.14% | +7.5% | |
| BHK | Blackrock Core Bd TRUST | $326,000 | -0.3% | 23,250 | 0.0% | 0.14% | -11.0% | |
| HTBI | Hometrust Bancshares Inc | $324,000 | +0.3% | 12,600 | 0.0% | 0.14% | -11.0% | |
| FCPT | Four Corners Property Trust | $309,000 | +3.0% | 12,037 | 0.0% | 0.13% | -8.4% | |
| MMP | Magellan Midstream Partne | $301,000 | 0.0% | 4,240 | 0.0% | 0.13% | -11.2% | |
| XLE | Sector Spdr Engy Select | $293,000 | +5.8% | 4,050 | 0.0% | 0.12% | -6.1% | |
| KMB | Kimberly-Clark Corp | $291,000 | +2.5% | 2,411 | 0.0% | 0.12% | -8.9% | |
| FITB | Fifth Third Bancorp | $285,000 | +8.4% | 9,387 | 0.0% | 0.12% | -4.0% | |
| YUM | Yum Brands Inc Com | $243,000 | +11.0% | 2,972 | 0.0% | 0.10% | -1.0% | |
| STIPRECL | Suntrust Ban | $229,000 | -0.9% | 9,095 | 0.0% | 0.10% | -11.8% |
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.