$410 Million is the total value of Altavista Wealth Management, Inc.'s 174 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 6.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | iShares Core US Aggregate Bond ETF | $51,609,000 | +1.5% | 453,384 | +5.4% | 12.59% | -2.2% |
| AAPL | Sell | Apple Computer Inc | $16,631,000 | -11.2% | 136,150 | -3.6% | 4.06% | -14.6% |
| BRKB | Sell | Berkshire Hathaway B | $14,295,000 | +9.6% | 55,954 | -0.6% | 3.49% | +5.5% |
| MSFT | Sell | Microsoft Corp | $13,968,000 | +3.4% | 59,243 | -2.5% | 3.41% | -0.5% |
| TSCO | Tractor Supply Company | $10,755,000 | +26.0% | 60,735 | 0.0% | 2.62% | +21.3% | |
| TIPX | Buy | SPDRR Blmbg Barclays 1-10 Year TIPS ETF | $10,289,000 | +3.9% | 492,990 | +4.1% | 2.51% | +0.1% |
| IEFA | Sell | iShares Core MSCI EAFE | $9,834,000 | +2.4% | 136,490 | -1.9% | 2.40% | -1.4% |
| PEP | Buy | Pepsi Co | $9,316,000 | -4.4% | 65,861 | +0.3% | 2.27% | -7.9% |
| JNJ | Sell | Johnson & Johnson | $9,241,000 | +3.1% | 56,231 | -1.3% | 2.26% | -0.7% |
| LOW | Sell | Lowes Companies Inc | $8,759,000 | +13.8% | 46,054 | -3.9% | 2.14% | +9.6% |
| GOOGL | Sell | Alphabet Inc Class A | $8,494,000 | +14.1% | 4,119 | -3.0% | 2.07% | +9.9% |
| VEU | Buy | Vanguard FTSE All-Wld ex-US ETF | $8,248,000 | +5.6% | 135,922 | +1.6% | 2.01% | +1.7% |
| CSCO | Buy | Cisco Systems Inc | $7,699,000 | +16.1% | 148,887 | +0.4% | 1.88% | +11.8% |
| JPM | Sell | J P Morgan Chase & Co | $7,234,000 | +16.3% | 47,517 | -3.0% | 1.76% | +11.9% |
| AMZN | Sell | Amazon Com Inc | $7,159,000 | -6.1% | 2,314 | -1.2% | 1.75% | -9.6% |
| WMT | Sell | Wal-Mart Stores Inc | $6,969,000 | -6.8% | 51,305 | -1.1% | 1.70% | -10.3% |
| SYK | Sell | Stryker | $6,870,000 | -2.9% | 28,206 | -2.3% | 1.68% | -6.6% |
| FB | Sell | Facebook Inc. Com | $6,738,000 | +6.6% | 22,877 | -1.1% | 1.64% | +2.6% |
| ROP | Sell | Roper Industries Inc | $6,599,000 | -6.6% | 16,362 | -0.2% | 1.61% | -10.1% |
| DIS | Sell | Walt Disney Co | $6,536,000 | -3.1% | 35,421 | -4.9% | 1.60% | -6.7% |
| MCD | Sell | McDonalds Corp | $6,369,000 | +4.3% | 28,416 | -0.1% | 1.55% | +0.5% |
| HD | Sell | Home Depot Inc | $5,999,000 | +11.6% | 19,651 | -2.9% | 1.46% | +7.5% |
| UNP | Sell | Union Pacific Corp | $5,317,000 | +3.6% | 24,123 | -2.1% | 1.30% | -0.2% |
| INTC | Sell | Intel Corp | $5,014,000 | -14.6% | 78,341 | -33.5% | 1.22% | -17.7% |
| IJH | Buy | iShares Core S&P Mid-Cap ETF | $4,933,000 | +13.5% | 18,954 | +0.2% | 1.20% | +9.4% |
| PFE | Buy | Pfizer Inc | $4,848,000 | -0.5% | 133,820 | +1.1% | 1.18% | -4.2% |
| MA | Buy | Mastercard Inc | $4,631,000 | +0.7% | 13,006 | +0.9% | 1.13% | -3.1% |
| VOO | Sell | Vanguard 500 ETF | $4,131,000 | +5.9% | 11,339 | -0.1% | 1.01% | +1.9% |
| AVGO | Buy | Broadcom Inc Com | $3,906,000 | +7.6% | 8,425 | +1.6% | 0.95% | +3.6% |
| ECL | Buy | Ecolab Inc | $3,895,000 | -0.7% | 18,197 | +0.4% | 0.95% | -4.4% |
| GLD | Sell | SPDRR Gold Shares | $3,846,000 | -19.4% | 24,042 | -10.2% | 0.94% | -22.5% |
| PG | Sell | Procter & Gamble | $3,816,000 | -4.8% | 28,176 | -2.2% | 0.93% | -8.3% |
| SWK | Sell | Stanley Black & Decker Inc Com | $3,598,000 | +8.6% | 18,017 | -2.9% | 0.88% | +4.5% |
| TGT | Sell | Target Corporation | $3,142,000 | +6.3% | 15,861 | -5.3% | 0.77% | +2.4% |
| ACN | Buy | Accenture Ltd Cl A | $3,008,000 | +212.7% | 10,888 | +195.7% | 0.73% | +200.8% |
| VLO | Buy | Valero Energy Corporation | $2,958,000 | +27.6% | 41,314 | +0.8% | 0.72% | +23.0% |
| IBB | Sell | iShares NASDAQ Biotech | $2,953,000 | -1.0% | 19,616 | -0.4% | 0.72% | -4.6% |
| VTI | Sell | Vanguard Total Stock Market ETF | $2,818,000 | +5.8% | 13,636 | -0.4% | 0.69% | +1.9% |
| IJR | Sell | iShares Core S&P Small-Cap ETF | $2,623,000 | +17.8% | 24,165 | -0.3% | 0.64% | +13.5% |
| LNC | Lincoln National Corp | $2,522,000 | +23.7% | 40,508 | 0.0% | 0.62% | +19.2% | |
| VGSH | Sell | Vanguard Short-Term Treasury ETF | $2,513,000 | -0.4% | 40,850 | -0.2% | 0.61% | -4.1% |
| BUD | Sell | Anheuser-Busch InBev SA/NV ADR | $2,445,000 | -14.8% | 38,905 | -5.3% | 0.60% | -18.0% |
| UL | Sell | Unilever PLC ADR | $2,315,000 | -15.5% | 41,464 | -8.7% | 0.56% | -18.7% |
| APTV | Sell | Aptiv | $2,283,000 | -4.1% | 16,554 | -9.4% | 0.56% | -7.6% |
| IEMG | Sell | iShares Core MSCI Emerging Markets | $2,220,000 | -7.7% | 34,495 | -11.0% | 0.54% | -11.0% |
| VGIT | Sell | Vanguard Intmdt-Term Trs ETF | $1,985,000 | -11.8% | 29,520 | -8.9% | 0.48% | -15.1% |
| UNH | Sell | Unitedhealth Group Inc | $1,951,000 | +3.7% | 5,244 | -2.2% | 0.48% | -0.2% |
| NEE | Sell | Nextera Energy Inc Com | $1,762,000 | -7.1% | 23,310 | -5.2% | 0.43% | -10.6% |
| ITM | VanEck Vectors AMT-Free Interm Muni ETF | $1,732,000 | -1.5% | 33,799 | 0.0% | 0.42% | -5.2% | |
| VZ | Sell | Verizon Communications | $1,724,000 | -4.4% | 29,641 | -3.4% | 0.42% | -7.9% |
| TMO | Sell | Thermo Fisher Scientific Inc | $1,706,000 | -2.8% | 3,739 | -0.8% | 0.42% | -6.5% |
| DUK | Buy | Duke Energy Corporation | $1,641,000 | +7.7% | 17,003 | +2.2% | 0.40% | +3.6% |
| ADP | Sell | Automatic Data Processing | $1,619,000 | +6.4% | 8,590 | -0.6% | 0.40% | +2.3% |
| ALSN | Buy | Allison Transmission | $1,563,000 | +59.3% | 38,282 | +68.3% | 0.38% | +53.0% |
| GLDM | Buy | SPDRR Gold MiniShares | $1,558,000 | +1.6% | 91,659 | +13.2% | 0.38% | -2.1% |
| STZ | Buy | Constellation Brand Cl A | $1,548,000 | +11.1% | 6,789 | +6.8% | 0.38% | +7.1% |
| DRI | Sell | Darden Restaurants Inc | $1,546,000 | +11.5% | 10,887 | -6.4% | 0.38% | +7.4% |
| GLW | Sell | Corning Inc | $1,504,000 | +19.6% | 34,574 | -1.0% | 0.37% | +15.0% |
| SHM | Buy | SPDR Nuveen Barclays Cap Sh Term FD | $1,493,000 | +1.0% | 30,131 | +1.5% | 0.36% | -2.9% |
| REET | Buy | iShares Global REIT ETF | $1,419,000 | +7.7% | 55,701 | +1.2% | 0.35% | +3.6% |
| AMGN | Sell | Amgen, Inc. | $1,398,000 | +8.1% | 5,618 | -0.1% | 0.34% | +4.0% |
| DE | Sell | Deere & Co | $1,396,000 | +36.3% | 3,732 | -1.9% | 0.34% | +31.7% |
| SMMD | Buy | iShares Russell 2500 ETF | $1,382,000 | +142.9% | 21,980 | +119.3% | 0.34% | +134.0% |
| GOOG | Sell | Alphabet Inc Class C | $1,374,000 | +14.3% | 664 | -3.2% | 0.34% | +9.8% |
| VWO | Buy | Vanguard FTSE Emerging Markets ETF | $1,347,000 | +31.7% | 25,877 | +26.7% | 0.33% | +27.0% |
| MKL | Buy | Markel Holdings | $1,342,000 | +12.2% | 1,178 | +1.8% | 0.33% | +7.9% |
| DJP | Buy | iPathR Bloomberg Cmdty TR ETN | $1,274,000 | +13.0% | 53,854 | +4.7% | 0.31% | +8.7% |
| BSV | Buy | Vanguard Short-Term Bond Index Fund ETF | $1,235,000 | +4.6% | 15,025 | +5.5% | 0.30% | +0.7% |
| VIG | Buy | Vanguard Dividend Appreciation ETF | $1,221,000 | +12.7% | 8,303 | +8.2% | 0.30% | +8.8% |
| BAC | Buy | Bank of America Corp. | $1,125,000 | +29.3% | 29,071 | +1.3% | 0.28% | +25.0% |
| EMR | Sell | Emerson Electric | $1,105,000 | +9.7% | 12,249 | -2.2% | 0.27% | +5.9% |
| FBNC | First Bancorp N C | $1,102,000 | +28.6% | 25,340 | 0.0% | 0.27% | +24.0% | |
| MRK | Sell | Merck & Co Inc | $1,083,000 | -10.5% | 14,048 | -5.1% | 0.26% | -14.0% |
| VEA | Vanguard FTSE Developed Markets ETF | $1,073,000 | +4.1% | 21,839 | 0.0% | 0.26% | +0.4% | |
| VXUS | Buy | Vanguard Total International Stock | $1,075,000 | +44.9% | 17,140 | +38.9% | 0.26% | +39.4% |
| XOM | Sell | Exxon Mobil Corp. | $1,067,000 | +23.4% | 19,112 | -8.9% | 0.26% | +18.7% |
| TIP | Sell | iShares Barclay Tips | $1,029,000 | -12.4% | 8,198 | -10.9% | 0.25% | -15.5% |
| XLRE | Buy | Real Estate Select Sector SPDR | $991,000 | +13.0% | 25,094 | +4.6% | 0.24% | +9.0% |
| CVX | Sell | Chevron Corp | $968,000 | +20.2% | 9,235 | -3.1% | 0.24% | +15.7% |
| PM | Philip Morris Intl | $931,000 | +7.1% | 10,495 | 0.0% | 0.23% | +3.2% | |
| RY | Royal Bk Cda Montreal | $911,000 | +12.3% | 9,878 | 0.0% | 0.22% | +7.8% | |
| QCOM | Sell | Qualcomm Inc | $867,000 | -13.5% | 6,540 | -0.5% | 0.21% | -16.5% |
| COP | Sell | Conoco-Phillips | $855,000 | +30.5% | 16,139 | -1.5% | 0.21% | +25.9% |
| MO | Buy | Altria Group Inc | $824,000 | +25.2% | 16,115 | +0.5% | 0.20% | +20.4% |
| GIS | General Mills Inc | $825,000 | +4.2% | 13,461 | 0.0% | 0.20% | 0.0% | |
| TTC | Toro Co Com | $825,000 | +8.7% | 8,000 | 0.0% | 0.20% | +4.7% | |
| SPY | SPDRR S&P 500 ETF | $782,000 | +6.1% | 1,972 | 0.0% | 0.19% | +2.1% | |
| MUB | iShares National Muni Bond ETF | $774,000 | -1.0% | 6,671 | 0.0% | 0.19% | -4.5% | |
| CVS | Buy | CVS Corp | $745,000 | +11.7% | 9,903 | +1.4% | 0.18% | +7.7% |
| ABT | Sell | Abbott Laboratories | $742,000 | +8.8% | 6,195 | -0.6% | 0.18% | +4.6% |
| GPN | Sell | Global Payments Inc | $743,000 | -8.9% | 3,686 | -2.6% | 0.18% | -12.6% |
| ORCL | Oracle Corporation | $735,000 | +8.4% | 10,480 | 0.0% | 0.18% | +4.1% | |
| NLYPRF | Buy | Annaly Capitalpfd | $730,000 | +6.3% | 29,195 | +7.4% | 0.18% | +2.3% |
| NBTB | NBT Bancorp Inc | $714,000 | +24.4% | 17,897 | 0.0% | 0.17% | +20.0% | |
| VOE | Buy | Vanguard Mid-Cap Value ETF | $692,000 | +14.8% | 5,129 | +1.2% | 0.17% | +10.5% |
| KO | Sell | Coca Cola Company | $694,000 | -9.4% | 13,174 | -5.7% | 0.17% | -12.9% |
| SYY | Sysco Corp | $693,000 | +6.0% | 8,803 | 0.0% | 0.17% | +1.8% | |
| VGK | Sell | Vanguard FTSE Europe ETF | $684,000 | +3.6% | 10,860 | -0.8% | 0.17% | 0.0% |
| COF | Capital One Financial Corp | $636,000 | +28.7% | 5,000 | 0.0% | 0.16% | +24.0% | |
| YUM | Yum Brands Inc Com | $632,000 | -0.3% | 5,842 | 0.0% | 0.15% | -4.3% | |
| TFC | Truist Finl Corp Com | $625,000 | +21.6% | 10,721 | 0.0% | 0.15% | +17.7% | |
| VCSH | Buy | Vanguard Short-Term Corporate Bond ETF | $597,000 | +24.9% | 7,240 | +26.1% | 0.15% | +20.7% |
| SCEPRJ | Buy | SCE Trust IV | $598,000 | +30.0% | 23,735 | +25.1% | 0.15% | +24.8% |
| BMY | Bristol-Myers Squibb Co | $572,000 | +1.8% | 9,058 | 0.0% | 0.14% | -1.4% | |
| CF | Buy | CF Industries Holdings Inc | $575,000 | +34.7% | 12,664 | +14.9% | 0.14% | +29.6% |
| T | Sell | AT&T | $560,000 | +3.5% | 18,514 | -1.7% | 0.14% | 0.0% |
| ABBV | Sell | Abbvie Inc | $554,000 | -0.7% | 5,123 | -1.7% | 0.14% | -4.3% |
| ETN | Sell | Eaton Corp PLC | $540,000 | +13.2% | 3,908 | -1.5% | 0.13% | +9.1% |
| IWR | Russell Midcap ETF | $532,000 | +7.7% | 7,200 | 0.0% | 0.13% | +4.0% | |
| VTEB | Vanguard Tax-Exempt Bond ETF | $530,000 | -0.9% | 9,700 | 0.0% | 0.13% | -5.1% | |
| MMM | 3M Company | $528,000 | +10.2% | 2,740 | 0.0% | 0.13% | +6.6% | |
| VBK | Buy | Vanguard MSCI US Small Cap Growth | $523,000 | +5.2% | 1,906 | +2.6% | 0.13% | +1.6% |
| LLY | Lilly Eli & Company | $514,000 | +10.8% | 2,750 | 0.0% | 0.12% | +5.9% | |
| XLE | Sell | Sector Spdr Engy Select | $504,000 | +27.6% | 10,279 | -1.4% | 0.12% | +23.0% |
| NSRGY | Sell | Nestle S A Reg B Adr | $493,000 | -6.3% | 4,419 | -1.1% | 0.12% | -9.8% |
| TT | Sell | Trane Inc | $489,000 | +6.8% | 2,955 | -6.3% | 0.12% | +2.6% |
| NVDA | Buy | Nvidia Corp | $486,000 | +24.3% | 911 | +21.8% | 0.12% | +20.2% |
| FLOT | iShares Floating Rate Bond ETF | $489,000 | +0.2% | 9,630 | 0.0% | 0.12% | -4.0% | |
| IYR | Buy | iShares CEF Real Estate | $476,000 | +15.8% | 5,175 | +7.9% | 0.12% | +11.5% |
| AGOPRE | Buy | Assured Gty Munipfd | $465,000 | +7.6% | 17,565 | +4.8% | 0.11% | +3.7% |
| ENB | Enbridge Inc | $448,000 | +14.0% | 12,300 | 0.0% | 0.11% | +9.0% | |
| FDX | Fedex Corporation | $447,000 | +9.6% | 1,573 | 0.0% | 0.11% | +5.8% | |
| SO | The Southern Company | $443,000 | +1.1% | 7,122 | 0.0% | 0.11% | -2.7% | |
| XLV | Sector Spdr Health Fund | $409,000 | +2.8% | 3,505 | 0.0% | 0.10% | -1.0% | |
| SLV | Sell | Ishares Silver Trust | $402,000 | -29.5% | 17,700 | -23.7% | 0.10% | -31.9% |
| BAX | Baxter International Inc | $397,000 | +5.3% | 4,703 | 0.0% | 0.10% | +1.0% | |
| GDDY | New | GoDaddy Inc | $388,000 | – | 5,000 | +100.0% | 0.10% | – |
| RTX | Sell | Raytheon Technologies Ord | $390,000 | +6.3% | 5,050 | -1.7% | 0.10% | +2.2% |
| V | Sell | Visa Inc Cl A | $385,000 | -16.8% | 1,817 | -14.2% | 0.09% | -19.7% |
| ES | Sell | Eversource Energy | $373,000 | -4.8% | 4,307 | -4.9% | 0.09% | -8.1% |
| XLK | Sector Spdr Tech Select | $359,000 | +2.3% | 2,700 | 0.0% | 0.09% | -1.1% | |
| TXN | Sell | Texas Instruments Inc | $357,000 | +13.7% | 1,889 | -1.3% | 0.09% | +8.8% |
| MDLZ | Mondelez | $351,000 | +0.3% | 5,992 | 0.0% | 0.09% | -3.4% | |
| NOC | Northrop Grumman Corp | $349,000 | +6.1% | 1,079 | 0.0% | 0.08% | +2.4% | |
| YUMC | Yum China Holdings I | $349,000 | +3.9% | 5,893 | 0.0% | 0.08% | 0.0% | |
| FITB | Fifth Third Bancorp | $345,000 | +35.8% | 9,199 | 0.0% | 0.08% | +31.2% | |
| BIL | SPDRR Blmbg Barclays 1-3 Mth T-Bill ETF | $339,000 | 0.0% | 3,700 | 0.0% | 0.08% | -3.5% | |
| HON | Honeywell, Inc. | $341,000 | +2.1% | 1,569 | 0.0% | 0.08% | -2.4% | |
| GE | Sell | General Electric Co. | $341,000 | +16.8% | 25,948 | -4.1% | 0.08% | +12.2% |
| IWO | Russell 2000 Growth ETF | $341,000 | +4.9% | 1,133 | 0.0% | 0.08% | +1.2% | |
| DD | Sell | Dupont De Nemours Inc | $329,000 | +6.5% | 4,259 | -2.0% | 0.08% | +2.6% |
| PYPL | Sell | Paypal Holdings Inc | $327,000 | -6.6% | 1,348 | -9.7% | 0.08% | -10.1% |
| TSLA | Sell | Tesla Motors Inc | $314,000 | -9.2% | 470 | -4.1% | 0.08% | -12.5% |
| FCPT | Sell | Four Corners Property Trust | $314,000 | -11.8% | 11,457 | -4.2% | 0.08% | -14.4% |
| BHK | Blackrock Core Bd TRUST | $310,000 | -3.7% | 19,750 | 0.0% | 0.08% | -7.3% | |
| HTBI | Hometrust Bancshares Inc | $307,000 | +26.3% | 12,600 | 0.0% | 0.08% | +21.0% | |
| SPMD | SPDRR Portfolio Mid Cap ETF | $307,000 | +13.3% | 6,715 | 0.0% | 0.08% | +8.7% | |
| LHX | L3Harris Technologies Ord | $306,000 | +7.0% | 1,512 | 0.0% | 0.08% | +4.2% | |
| D | Sell | Dominion Resources Inc VA New | $302,000 | -26.3% | 3,977 | -27.1% | 0.07% | -28.8% |
| VGT | Vanguard IT ETF | $298,000 | +1.4% | 830 | 0.0% | 0.07% | -2.7% | |
| DOW | Sell | Dow Inc | $299,000 | +13.3% | 4,679 | -1.8% | 0.07% | +9.0% |
| AMLP | Buy | Alerian MLP ETF | $295,000 | +41.8% | 9,664 | +19.3% | 0.07% | +35.8% |
| KMB | Kimberly-Clark Corp | $291,000 | +3.2% | 2,094 | 0.0% | 0.07% | 0.0% | |
| PAYX | Sell | Paychex Inc | $289,000 | -3.3% | 2,950 | -8.2% | 0.07% | -6.6% |
| IBM | International Business Machines | $263,000 | +6.0% | 1,973 | 0.0% | 0.06% | +1.6% | |
| WFC | Wells Fargo & Co | $262,000 | +29.1% | 6,718 | 0.0% | 0.06% | +25.5% | |
| SPEM | Buy | SPDRR S&P Emerging Markets ETF | $256,000 | +8.0% | 5,855 | +4.0% | 0.06% | +3.3% |
| GSPRA | Goldman Sachs Gp Dep Shspfd | $248,000 | -2.4% | 10,327 | 0.0% | 0.06% | -4.7% | |
| SPGI | S & P Global Inc | $247,000 | +7.4% | 700 | 0.0% | 0.06% | +3.4% | |
| MMP | Magellan Midstream Partne | $244,000 | +2.1% | 5,620 | 0.0% | 0.06% | -1.6% | |
| EFA | iShares MSCI EAFE ETF | $247,000 | +4.2% | 3,250 | 0.0% | 0.06% | 0.0% | |
| PAA | Plains All Amer Pipeline | $239,000 | +10.6% | 26,245 | 0.0% | 0.06% | +5.5% | |
| WM | Waste Management, Inc. | $239,000 | +9.1% | 1,855 | 0.0% | 0.06% | +5.5% | |
| BSX | Boston Scientific Corp Co | $232,000 | +7.4% | 6,000 | 0.0% | 0.06% | +3.6% | |
| IWN | New | Russell 2000 Value ETF | $225,000 | – | 1,409 | +100.0% | 0.06% | – |
| VYM | Vanguard High Dividend Yield ETF | $222,000 | +10.4% | 2,195 | 0.0% | 0.05% | +5.9% | |
| PEG | Public Service Enterprise Group Inc | $219,000 | +3.3% | 3,635 | 0.0% | 0.05% | -1.9% | |
| IYF | New | iShares Dow Jones US Finl | $218,000 | – | 2,910 | +100.0% | 0.05% | – |
| SMH | New | Semiconductor Holders Tr | $211,000 | – | 865 | +100.0% | 0.05% | – |
| WAT | New | Waters Corp | $207,000 | – | 730 | +100.0% | 0.05% | – |
| MDT | Sell | Medtronic PLC | $207,000 | -1.9% | 1,755 | -2.8% | 0.05% | -3.8% |
| XPH | Streettracks Series Trust SPDR Pharmaceuticals | $206,000 | -3.3% | 4,100 | 0.0% | 0.05% | -7.4% | |
| PREPRG | Partnerre Ltdpfd | $201,000 | -1.0% | 7,919 | 0.0% | 0.05% | -3.9% | |
| NSC | New | Norfolk Southern Corp | $201,000 | – | 749 | +100.0% | 0.05% | – |
| BDX | Exit | Becton Dickinson | $0 | – | -817 | -100.0% | -0.05% | – |
| IAU | Exit | iShares COMEX Gold Trust | $0 | – | -11,850 | -100.0% | -0.05% | – |
| AMT | Exit | Amern Tower Corp Class A | $0 | – | -1,053 | -100.0% | -0.06% | – |
| TAIL | Exit | Cambria Tail Risk ETF | $0 | – | -14,500 | -100.0% | -0.08% | – |
| SIVR | Exit | ETFS Physical Silver | $0 | – | -66,415 | -100.0% | -0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-06
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.