$395 Million is the total value of Altavista Wealth Management, Inc.'s 173 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 11.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | iShares Core US Aggregate Bond ETF | $50,838,000 | +5.3% | 430,142 | +5.2% | 12.88% | -2.9% |
| AAPL | Sell | Apple Computer Inc | $18,739,000 | +12.4% | 141,225 | -1.9% | 4.75% | +3.6% |
| MSFT | Sell | Microsoft Corp | $13,514,000 | +5.1% | 60,761 | -0.6% | 3.42% | -3.2% |
| BRKB | Buy | Berkshire Hathaway B | $13,047,000 | +9.2% | 56,268 | +0.3% | 3.31% | +0.6% |
| TIPX | Buy | SPDRR Blmbg Barclays 1-10 Year TIPS ETF | $9,900,000 | +7.1% | 473,583 | +6.2% | 2.51% | -1.3% |
| PEP | Sell | Pepsi Co | $9,740,000 | +6.9% | 65,679 | -0.1% | 2.47% | -1.6% |
| IEFA | Sell | iShares Core MSCI EAFE | $9,608,000 | +10.3% | 139,070 | -3.8% | 2.44% | +1.6% |
| JNJ | Sell | Johnson & Johnson | $8,966,000 | +5.5% | 56,971 | -0.2% | 2.27% | -2.8% |
| TSCO | Tractor Supply Company | $8,538,000 | -1.9% | 60,735 | 0.0% | 2.16% | -9.6% | |
| VEU | Buy | Vanguard FTSE All-Wld ex-US ETF | $7,810,000 | +19.5% | 133,831 | +3.3% | 1.98% | +10.1% |
| LOW | Buy | Lowes Companies Inc | $7,694,000 | -3.1% | 47,934 | +0.2% | 1.95% | -10.7% |
| AMZN | Sell | Amazon Com Inc | $7,623,000 | +2.5% | 2,341 | -0.8% | 1.93% | -5.5% |
| WMT | Sell | Wal-Mart Stores Inc | $7,481,000 | +1.9% | 51,898 | -1.1% | 1.90% | -6.1% |
| GOOGL | Sell | Alphabet Inc Class A | $7,443,000 | +17.7% | 4,247 | -1.6% | 1.89% | +8.4% |
| SYK | Sell | Stryker | $7,078,000 | +15.2% | 28,883 | -2.0% | 1.79% | +6.2% |
| ROP | Sell | Roper Industries Inc | $7,065,000 | +7.9% | 16,389 | -1.1% | 1.79% | -0.6% |
| DIS | Sell | Walt Disney Co | $6,745,000 | +40.2% | 37,230 | -4.0% | 1.71% | +29.2% |
| CSCO | Sell | Cisco Systems Inc | $6,634,000 | +12.3% | 148,249 | -1.2% | 1.68% | +3.4% |
| FB | Sell | Facebook Inc. Com | $6,322,000 | +2.2% | 23,143 | -2.1% | 1.60% | -5.9% |
| JPM | Buy | J P Morgan Chase & Co | $6,222,000 | +33.5% | 48,964 | +1.1% | 1.58% | +23.0% |
| MCD | Sell | McDonalds Corp | $6,104,000 | -3.3% | 28,445 | -1.1% | 1.55% | -10.9% |
| INTC | Sell | Intel Corp | $5,870,000 | -16.8% | 117,821 | -13.5% | 1.49% | -23.4% |
| HD | Sell | Home Depot Inc | $5,376,000 | -8.0% | 20,239 | -3.8% | 1.36% | -15.2% |
| UNP | Sell | Union Pacific Corp | $5,132,000 | +5.3% | 24,647 | -0.4% | 1.30% | -3.1% |
| PFE | Sell | Pfizer Inc | $4,873,000 | +0.0% | 132,388 | -0.3% | 1.24% | -7.8% |
| GLD | Buy | SPDRR Gold Shares | $4,773,000 | +1.0% | 26,762 | +0.3% | 1.21% | -6.9% |
| MA | Buy | Mastercard Inc | $4,600,000 | +7.4% | 12,888 | +1.7% | 1.17% | -1.0% |
| IJH | Sell | iShares Core S&P Mid-Cap ETF | $4,346,000 | +22.8% | 18,912 | -1.0% | 1.10% | +13.2% |
| PG | Sell | Procter & Gamble | $4,007,000 | -0.9% | 28,797 | -1.0% | 1.02% | -8.7% |
| ECL | Sell | Ecolab Inc | $3,923,000 | +6.1% | 18,133 | -2.0% | 0.99% | -2.3% |
| VOO | Buy | Vanguard 500 ETF | $3,901,000 | +12.3% | 11,351 | +0.5% | 0.99% | +3.5% |
| AVGO | Buy | Broadcom Inc Com | $3,631,000 | +27.3% | 8,292 | +5.9% | 0.92% | +17.3% |
| SWK | Buy | Stanley Black & Decker Inc Com | $3,313,000 | +11.0% | 18,551 | +0.8% | 0.84% | +2.3% |
| IBB | Sell | iShares NASDAQ Biotech | $2,983,000 | +11.1% | 19,690 | -0.7% | 0.76% | +2.3% |
| TGT | Sell | Target Corporation | $2,956,000 | +8.1% | 16,745 | -3.6% | 0.75% | -0.4% |
| BUD | Buy | Anheuser-Busch InBev SA/NV ADR | $2,871,000 | +33.2% | 41,065 | +2.6% | 0.73% | +22.8% |
| UL | Sell | Unilever PLC ADR | $2,741,000 | -25.0% | 45,403 | -23.4% | 0.70% | -30.9% |
| VTI | Buy | Vanguard Total Stock Market ETF | $2,664,000 | +17.2% | 13,686 | +2.5% | 0.68% | +8.0% |
| VGSH | Buy | Vanguard Short-Term Treasury ETF | $2,523,000 | +17.5% | 40,950 | +18.4% | 0.64% | +8.1% |
| IEMG | Sell | iShares Core MSCI Emerging Markets | $2,405,000 | -41.8% | 38,760 | -50.4% | 0.61% | -46.4% |
| APTV | Sell | Aptiv | $2,380,000 | +34.9% | 18,265 | -5.1% | 0.60% | +24.3% |
| VLO | Sell | Valero Energy Corporation | $2,318,000 | +30.2% | 40,981 | -0.3% | 0.59% | +19.8% |
| VGIT | Buy | Vanguard Intmdt-Term Trs ETF | $2,251,000 | +2.6% | 32,420 | +4.2% | 0.57% | -5.5% |
| IJR | Sell | iShares Core S&P Small-Cap ETF | $2,227,000 | +27.0% | 24,229 | -2.9% | 0.56% | +17.0% |
| LNC | Lincoln National Corp | $2,038,000 | +60.6% | 40,508 | 0.0% | 0.52% | +47.9% | |
| NEE | Buy | Nextera Energy Inc Com | $1,897,000 | +11.2% | 24,588 | +300.0% | 0.48% | +2.6% |
| UNH | Sell | Unitedhealth Group Inc | $1,881,000 | -1.6% | 5,364 | -12.5% | 0.48% | -9.3% |
| VZ | Buy | Verizon Communications | $1,803,000 | +2.0% | 30,686 | +3.3% | 0.46% | -6.0% |
| ITM | VanEck Vectors AMT-Free Interm Muni ETF | $1,759,000 | +1.5% | 33,799 | 0.0% | 0.45% | -6.5% | |
| TMO | Sell | Thermo Fisher Scientific Inc | $1,756,000 | +2.1% | 3,769 | -3.3% | 0.44% | -5.9% |
| SIVR | Buy | ETFS Physical Silver | $1,697,000 | +17.0% | 66,415 | +3.0% | 0.43% | +7.8% |
| GLDM | Buy | SPDRR Gold MiniShares | $1,533,000 | +10.7% | 80,963 | +9.9% | 0.39% | +1.8% |
| ADP | Sell | Automatic Data Processing | $1,522,000 | +25.2% | 8,640 | -0.9% | 0.39% | +15.6% |
| DUK | Duke Energy Corporation | $1,523,000 | +3.4% | 16,633 | 0.0% | 0.39% | -4.7% | |
| SHM | Sell | SPDR Nuveen Barclays Cap Sh Term FD | $1,478,000 | -1.1% | 29,676 | -0.9% | 0.38% | -8.8% |
| STZ | Buy | Constellation Brand Cl A | $1,393,000 | +17.2% | 6,358 | +1.4% | 0.35% | +8.0% |
| DRI | Sell | Darden Restaurants Inc | $1,386,000 | +16.9% | 11,637 | -1.1% | 0.35% | +7.7% |
| REET | Sell | iShares Global REIT ETF | $1,317,000 | -30.9% | 55,039 | -39.3% | 0.33% | -36.3% |
| AMGN | Buy | Amgen, Inc. | $1,293,000 | -9.5% | 5,624 | +0.1% | 0.33% | -16.5% |
| GLW | Sell | Corning Inc | $1,257,000 | +6.2% | 34,928 | -4.4% | 0.32% | -2.1% |
| MRK | Merck & Co Inc | $1,210,000 | -1.4% | 14,796 | 0.0% | 0.31% | -8.9% | |
| GOOG | Sell | Alphabet Inc Class C | $1,202,000 | +18.2% | 686 | -0.9% | 0.30% | +8.9% |
| MKL | Buy | Markel Holdings | $1,196,000 | +13.3% | 1,157 | +6.6% | 0.30% | +4.5% |
| BSV | Buy | Vanguard Short-Term Bond Index Fund ETF | $1,181,000 | +160.1% | 14,245 | +160.7% | 0.30% | +139.2% |
| TIP | Sell | iShares Barclay Tips | $1,174,000 | -1.3% | 9,198 | -2.1% | 0.30% | -9.2% |
| DJP | Sell | iPathR Bloomberg Cmdty TR ETN | $1,127,000 | +10.2% | 51,445 | -2.0% | 0.29% | +1.8% |
| VIG | Buy | Vanguard Dividend Appreciation ETF | $1,083,000 | +11.4% | 7,671 | +1.6% | 0.27% | +2.6% |
| VEA | Vanguard FTSE Developed Markets ETF | $1,031,000 | +15.5% | 21,839 | 0.0% | 0.26% | +6.1% | |
| VWO | Sell | Vanguard FTSE Emerging Markets ETF | $1,023,000 | +15.3% | 20,417 | -0.4% | 0.26% | +6.1% |
| DE | Deere & Co | $1,024,000 | +21.5% | 3,805 | 0.0% | 0.26% | +11.6% | |
| EMR | Sell | Emerson Electric | $1,007,000 | +22.2% | 12,524 | -0.4% | 0.26% | +12.3% |
| QCOM | Buy | Qualcomm Inc | $1,002,000 | +31.3% | 6,575 | +1.4% | 0.25% | +21.0% |
| ALSN | New | Allison Transmission | $981,000 | – | 22,747 | +100.0% | 0.25% | – |
| ACN | Buy | Accenture Ltd Cl A | $962,000 | +152.5% | 3,682 | +118.5% | 0.24% | +132.4% |
| XLRE | Buy | Real Estate Select Sector SPDR | $877,000 | +45.0% | 23,992 | +39.9% | 0.22% | +33.7% |
| PM | Sell | Philip Morris Intl | $869,000 | +3.0% | 10,495 | -6.8% | 0.22% | -5.2% |
| BAC | Buy | Bank of America Corp. | $870,000 | +32.0% | 28,695 | +4.8% | 0.22% | +21.5% |
| XOM | Sell | Exxon Mobil Corp. | $865,000 | +15.3% | 20,984 | -3.9% | 0.22% | +6.3% |
| FBNC | Sell | First Bancorp N C | $857,000 | +60.8% | 25,340 | -0.5% | 0.22% | +47.6% |
| GPN | Global Payments Inc | $816,000 | +21.4% | 3,786 | 0.0% | 0.21% | +11.9% | |
| RY | Sell | Royal Bk Cda Montreal | $811,000 | +15.2% | 9,878 | -1.6% | 0.21% | +6.2% |
| CVX | Sell | Chevron Corp | $805,000 | -4.2% | 9,535 | -18.3% | 0.20% | -11.7% |
| GIS | General Mills Inc | $792,000 | -4.6% | 13,461 | 0.0% | 0.20% | -11.8% | |
| MUB | iShares National Muni Bond ETF | $782,000 | +1.2% | 6,671 | 0.0% | 0.20% | -7.0% | |
| KO | Sell | Coca Cola Company | $766,000 | +10.1% | 13,971 | -0.9% | 0.19% | +1.6% |
| TTC | Toro Co Com | $759,000 | +12.9% | 8,000 | 0.0% | 0.19% | +3.8% | |
| VXUS | Buy | Vanguard Total International Stock | $742,000 | +19.5% | 12,340 | +3.7% | 0.19% | +9.9% |
| SPY | SPDRR S&P 500 ETF | $737,000 | +11.7% | 1,972 | 0.0% | 0.19% | +2.7% | |
| NLYPRF | Buy | Annaly Capital | $687,000 | +16.8% | 27,195 | +4.2% | 0.17% | +7.4% |
| ABT | Abbott Laboratories | $682,000 | +0.6% | 6,230 | 0.0% | 0.17% | -7.0% | |
| ORCL | Oracle Corporation | $678,000 | +8.3% | 10,480 | 0.0% | 0.17% | 0.0% | |
| CVS | Sell | CVS Corp | $667,000 | +15.6% | 9,769 | -1.1% | 0.17% | +6.3% |
| MO | Sell | Altria Group Inc | $658,000 | +3.8% | 16,040 | -2.2% | 0.17% | -4.0% |
| VGK | Vanguard FTSE Europe ETF | $660,000 | +15.0% | 10,950 | 0.0% | 0.17% | +5.7% | |
| SYY | Sysco Corp | $654,000 | +19.3% | 8,803 | 0.0% | 0.17% | +9.9% | |
| COP | Buy | Conoco-Phillips | $655,000 | +26.0% | 16,378 | +3.5% | 0.17% | +16.1% |
| YUM | Yum Brands Inc Com | $634,000 | +18.9% | 5,842 | 0.0% | 0.16% | +9.5% | |
| VOE | Vanguard Mid-Cap Value ETF | $603,000 | +17.3% | 5,069 | 0.0% | 0.15% | +8.5% | |
| NBTB | NBT Bancorp Inc | $574,000 | +19.6% | 17,897 | 0.0% | 0.14% | +9.8% | |
| SLV | Sell | Ishares Silver Trust | $570,000 | +11.5% | 23,200 | -1.7% | 0.14% | +2.1% |
| SMMD | New | iShares Russell 2500 ETF | $569,000 | – | 10,025 | +100.0% | 0.14% | – |
| BMY | Bristol-Myers Squibb Co | $562,000 | +2.9% | 9,058 | 0.0% | 0.14% | -5.3% | |
| ABBV | Abbvie Inc | $558,000 | +22.4% | 5,209 | 0.0% | 0.14% | +12.8% | |
| T | Sell | AT&T | $541,000 | -11.6% | 18,827 | -12.2% | 0.14% | -18.5% |
| VTEB | Buy | Vanguard Tax-Exempt Bond ETF | $535,000 | +12.9% | 9,700 | +11.5% | 0.14% | +4.6% |
| NSRGY | Nestle S A Reg B Adr | $526,000 | -1.3% | 4,469 | 0.0% | 0.13% | -9.5% | |
| TFC | Sell | Truist Finl Corp Com | $514,000 | +24.5% | 10,721 | -1.2% | 0.13% | +14.0% |
| VBK | Buy | Vanguard MSCI US Small Cap Growth | $497,000 | +25.2% | 1,857 | +0.4% | 0.13% | +15.6% |
| COF | Capital One Financial Corp | $494,000 | +37.6% | 5,000 | 0.0% | 0.12% | +26.3% | |
| IWR | Russell Midcap ETF | $494,000 | +19.6% | 7,200 | 0.0% | 0.12% | +9.6% | |
| FLOT | iShares Floating Rate Bond ETF | $488,000 | 0.0% | 9,630 | 0.0% | 0.12% | -7.5% | |
| MMM | 3M Company | $479,000 | +9.1% | 2,740 | 0.0% | 0.12% | 0.0% | |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETF | $478,000 | +8.1% | 5,740 | +7.5% | 0.12% | -0.8% |
| ETN | Sell | Eaton Corp PLC | $477,000 | +16.1% | 3,969 | -1.5% | 0.12% | +7.1% |
| LLY | Lilly Eli & Company | $464,000 | +14.0% | 2,750 | 0.0% | 0.12% | +5.4% | |
| SCEPRJ | Buy | SCE Trust IV | $460,000 | +19.2% | 18,975 | +9.9% | 0.12% | +10.4% |
| V | Buy | Visa Inc Cl A | $463,000 | +13.8% | 2,118 | +3.9% | 0.12% | +4.5% |
| TT | Trane Inc | $458,000 | +19.6% | 3,155 | 0.0% | 0.12% | +10.5% | |
| SO | The Southern Company | $438,000 | +13.5% | 7,122 | 0.0% | 0.11% | +4.7% | |
| AGOPRE | Assured Gty Munipfd | $432,000 | -5.9% | 16,765 | 0.0% | 0.11% | -13.5% | |
| CF | Buy | CF Industries Holdings Inc | $427,000 | +49.8% | 11,018 | +18.5% | 0.11% | +38.5% |
| D | Dominion Resources Inc VA New | $410,000 | -4.7% | 5,454 | 0.0% | 0.10% | -11.9% | |
| IYR | Sell | iShares CEF Real Estate | $411,000 | -1.0% | 4,795 | -7.7% | 0.10% | -8.8% |
| FDX | Fedex Corporation | $408,000 | +3.0% | 1,573 | 0.0% | 0.10% | -5.5% | |
| XLV | Sell | Sector Spdr Health Fund | $398,000 | +1.8% | 3,505 | -5.5% | 0.10% | -6.5% |
| ENB | Enbridge Inc | $393,000 | +9.5% | 12,300 | 0.0% | 0.10% | +1.0% | |
| XLE | Sell | Sector Spdr Engy Select | $395,000 | -15.6% | 10,429 | -33.3% | 0.10% | -22.5% |
| NVDA | Buy | Nvidia Corp | $391,000 | +6.2% | 748 | +10.0% | 0.10% | -2.0% |
| ES | Eversource Energy | $392,000 | +3.7% | 4,527 | 0.0% | 0.10% | -4.8% | |
| BAX | Sell | Baxter International Inc | $377,000 | -2.3% | 4,703 | -2.1% | 0.10% | -9.4% |
| RTX | Sell | Raytheon Technologies Ord | $367,000 | +19.5% | 5,135 | -3.7% | 0.09% | +10.7% |
| FCPT | Four Corners Property Trust | $356,000 | +16.3% | 11,957 | 0.0% | 0.09% | +7.1% | |
| XLK | Sector Spdr Tech Select | $351,000 | +11.4% | 2,700 | 0.0% | 0.09% | +2.3% | |
| PYPL | Sell | Paypal Holdings Inc | $350,000 | +13.3% | 1,493 | -4.8% | 0.09% | +4.7% |
| MDLZ | Sell | Mondelez | $350,000 | -3.8% | 5,992 | -5.5% | 0.09% | -11.0% |
| TSLA | New | Tesla Motors Inc | $346,000 | – | 490 | +100.0% | 0.09% | – |
| BIL | SPDRR Blmbg Barclays 1-3 Mth T-Bill ETF | $339,000 | 0.0% | 3,700 | 0.0% | 0.09% | -7.5% | |
| YUMC | Yum China Holdings I | $336,000 | +7.7% | 5,893 | 0.0% | 0.08% | -1.2% | |
| HON | Honeywell, Inc. | $334,000 | +29.5% | 1,569 | 0.0% | 0.08% | +19.7% | |
| NOC | Northrop Grumman Corp | $329,000 | -3.2% | 1,079 | 0.0% | 0.08% | -11.7% | |
| IWO | Sell | Russell 2000 Growth ETF | $325,000 | +19.0% | 1,133 | -8.1% | 0.08% | +9.3% |
| BHK | Blackrock Core Bd TRUST | $322,000 | +4.2% | 19,750 | 0.0% | 0.08% | -3.5% | |
| TXN | Texas Instruments Inc | $314,000 | +15.0% | 1,914 | 0.0% | 0.08% | +6.7% | |
| DD | Dupont De Nemours Inc | $309,000 | +28.2% | 4,344 | 0.0% | 0.08% | +18.2% | |
| TAIL | Sell | Cambria Tail Risk ETF | $298,000 | -9.7% | 14,500 | -5.2% | 0.08% | -16.5% |
| PAYX | Sell | Paychex Inc | $299,000 | +9.9% | 3,213 | -5.7% | 0.08% | +1.3% |
| VGT | Vanguard IT ETF | $294,000 | +13.5% | 830 | 0.0% | 0.08% | +5.6% | |
| GE | Sell | General Electric Co. | $292,000 | +39.0% | 27,048 | -19.8% | 0.07% | +27.6% |
| LHX | L3Harris Technologies Ord | $286,000 | +11.3% | 1,512 | 0.0% | 0.07% | +1.4% | |
| KMB | Kimberly-Clark Corp | $282,000 | -8.7% | 2,094 | 0.0% | 0.07% | -16.5% | |
| SPMD | SPDRR Portfolio Mid Cap ETF | $271,000 | +23.7% | 6,715 | 0.0% | 0.07% | +15.0% | |
| DOW | Dow Inc | $264,000 | +17.9% | 4,764 | 0.0% | 0.07% | +8.1% | |
| GSPRA | Sell | Goldman Sachs Gp Dep Shs | $254,000 | +2.0% | 10,327 | -5.1% | 0.06% | -5.9% |
| FITB | New | Fifth Third Bancorp | $254,000 | – | 9,199 | +100.0% | 0.06% | – |
| IBM | Sell | International Business Machines | $248,000 | +1.6% | 1,973 | -1.5% | 0.06% | -6.0% |
| HTBI | New | Hometrust Bancshares Inc | $243,000 | – | 12,600 | +100.0% | 0.06% | – |
| MMP | New | Magellan Midstream Partne | $239,000 | – | 5,620 | +100.0% | 0.06% | – |
| SPEM | SPDRR S&P Emerging Markets ETF | $237,000 | +15.0% | 5,630 | 0.0% | 0.06% | +5.3% | |
| EFA | iShares MSCI EAFE ETF | $237,000 | +14.5% | 3,250 | 0.0% | 0.06% | +5.3% | |
| AMT | Buy | Amern Tower Corp Class A | $236,000 | -0.8% | 1,053 | +7.1% | 0.06% | -7.7% |
| SPGI | S & P Global Inc | $230,000 | -8.7% | 700 | 0.0% | 0.06% | -15.9% | |
| PAA | New | Plains All Amer Pipeline | $216,000 | – | 26,245 | +100.0% | 0.06% | – |
| WM | Waste Management, Inc. | $219,000 | +4.3% | 1,855 | 0.0% | 0.06% | -5.2% | |
| BSX | Boston Scientific Corp Co | $216,000 | -5.7% | 6,000 | 0.0% | 0.06% | -12.7% | |
| PEG | New | Public Service Enterprise Group Inc | $212,000 | – | 3,635 | +100.0% | 0.05% | – |
| IAU | iShares COMEX Gold Trust | $215,000 | +0.9% | 11,850 | 0.0% | 0.05% | -8.5% | |
| XPH | New | Streettracks Series Trust SPDR Pharmaceuticals | $213,000 | – | 4,100 | +100.0% | 0.05% | – |
| AMLP | New | Alerian MLP ETF | $208,000 | – | 8,099 | +100.0% | 0.05% | – |
| MDT | New | Medtronic PLC | $211,000 | – | 1,805 | +100.0% | 0.05% | – |
| BDX | New | Becton Dickinson | $204,000 | – | 817 | +100.0% | 0.05% | – |
| PREPRG | Sell | Partnerre Ltdpfd | $203,000 | -4.7% | 7,919 | -4.5% | 0.05% | -13.6% |
| WFC | New | Wells Fargo & Co | $203,000 | – | 6,718 | +100.0% | 0.05% | – |
| VYM | New | Vanguard High Dividend Yield ETF | $201,000 | – | 2,195 | +100.0% | 0.05% | – |
| NSC | Exit | Norfolk Southern Corp | $0 | – | -999 | -100.0% | -0.06% | – |
| NOK | Exit | Nokia Corp Spon Adr | $0 | – | -55,500 | -100.0% | -0.06% | – |
| UN | Exit | Unilever N V Ny Shs Newf | $0 | – | -5,450 | -100.0% | -0.09% | – |
| COFPRF | Exit | Capital Onepfd | $0 | – | -15,290 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
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.