Altavista Wealth Management, Inc.

Latest statistics and disclosures from Altavista Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.B, XOM, JNJ, INTC, AAPL, and represent 17.03% of Altavista Wealth Management's stock portfolio.
  • Reduced shares in these 10 stocks: Alphabet Inc Class A cs (-$3.19B), BRK.B (-$1.02B), AMZN (-$986.01M), Allergan (-$734.24M), JNJ (-$682.62M), AAPL (-$644.18M), ROP (-$623.00M), PEP (-$590.04M), Alphabet Inc Class C cs (-$586.88M), XOM (-$580.49M).
  • Altavista Wealth Management was a net seller of stock by $20.01B.
  • Altavista Wealth Management has $183.40M in assets under management (AUM), dropping by -0.00%.

Altavista Wealth Management portfolio companies for September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Berkshire Hathaway (BRK.B) 3.88 49278 -99.00% 144.47 0.00
Exxon Mobil Corporation (XOM) 3.67 77085 -98.00% 87.28 84.57
Johnson & Johnson (JNJ) 3.18 49339 -99.00% 118.12 98.55
Intel Corporation (INTC) 3.17 154020 -97.00% 37.75 32.76
Apple (AAPL) 3.13 50849 -99.00% 113.06 123.28
General Electric Company (GE) 3.01 186185 -96.00% 29.62 25.35
Pepsi (PEP) 2.99 50340 -99.00% 108.76 93.96
Microsoft Corporation (MSFT) 2.69 85533 -98.00% 57.60 42.00
Cisco Systems (CSCO) 2.67 154333 -96.00% 31.72 28.51
Stryker Corporation (SYK) 2.41 37991 -99.00% 116.42 90.61
Wal-Mart Stores (WMT) 2.35 59868 -98.00% 72.13 81.06
Alphabet Inc Class A cs 2.17 4942 -99.00% 804.13 0.00
Procter & Gamble Company (PG) 2.03 41470 -98.00% 89.75 81.31
Corning Incorporated (GLW) 2.01 155803 -95.00% 23.65 22.80
McDonald's Corporation (MCD) 1.96 31092 -99.00% 115.37 96.21
Tractor Supply Company (TSCO) 1.95 53186 -98.00% 67.35 85.18
Facebook Inc cl a 1.90 27117 -99.00% 128.26 0.00
Roper Industries (ROP) 1.87 18813 -99.00% 182.48 166.10
Walt Disney Company (DIS) 1.81 35768 -98.00% 92.85 103.60
Target Corporation (TGT) 1.76 46997 -98.00% 68.69 77.89
Allergan 1.75 13901 -99.00% 230.34 0.00
Lincoln National Corporation (LNC) 1.73 67606 -97.00% 46.98 56.84
UnitedHealth (UNH) 1.66 21746 -99.00% 139.98 113.33
Wells Fargo & Company (WFC) 1.54 63706 -97.00% 44.28 53.90
Lowe's Companies (LOW) 1.48 37716 -98.00% 72.20 73.15
MetLife (MET) 1.47 60892 -97.00% 44.42 50.75
CVS Caremark Corporation (CVS) 1.40 28764 -98.00% 89.00 101.90
SPDR Gold Trust (GLD) 1.39 20342 -99.00% 125.65 110.56
McKesson Corporation (MCK) 1.35 14896 -99.00% 166.76 221.98
JPMorgan Chase & Co. (JPM) 1.22 33721 -98.00% 66.58 60.16
Vanguard Short-Term Bond ETF (BSV) 1.22 27677 -98.00% 80.83 80.04
Deere & Company (DE) 1.21 25971 -98.00% 85.36 90.31
Union Pacific Corporation (UNP) 1.19 22366 -98.00% 97.51 114.86
Darden Restaurants (DRI) 1.02 30487 -98.00% 61.30 62.29
Emerson Electric (EMR) 0.98 32859 -98.00% 54.51 55.87
iShares Lehman Aggregate Bond (AGG) 0.95 15553 -99.00% 112.39 110.29
Unilever (UL) 0.94 36308 -97.00% 47.40 42.20
BlackRock Global Energy & Resources Trus (BGR) 0.93 117779 -93.00% 14.48 20.54
Ecolab (ECL) 0.85 12777 -99.00% 121.70 115.32
ConocoPhillips (COP) 0.83 35014 -97.00% 43.47 61.42
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf 0.76 56771 -95.00% 24.59 0.00
Amazon (AMZN) 0.64 1408 -99.00% 837.36 372.62
iShares NASDAQ Biotechnology Index (IBB) 0.64 4073 -99.00% 289.47 341.41
Vanguard Total Stock Market ETF (VTI) 0.64 10560 -99.00% 111.36 106.32
Nuveen Barclays Shrt Term Muni bdfund 0.63 23514 -97.00% 48.86 0.00
QUALCOMM (QCOM) 0.62 16517 -98.00% 68.47 71.27
Pfizer (PFE) 0.57 30902 -97.00% 33.88 33.78
Valero Energy Corporation (VLO) 0.53 18230 -98.00% 52.99 56.99
iShares Barclays TIPS Bond Fund (TIP) 0.53 8342 -99.00% 116.52 111.97
Duke Energy 0.49 11137 -98.00% 80.00 0.00
Verizon Communications (VZ) 0.48 16846 -98.00% 52.00 48.01
Merck & Co (MRK) 0.48 14100 -98.00% 62.41 56.20
Automatic Data Processing (ADP) 0.47 9755 -98.00% 88.16 85.00
General Mills (GIS) 0.46 13261 -98.00% 63.87 51.55
Annaly Capital Mgmt Inc Pfd A pfd 0.46 32835 -96.00% 25.73 0.00
Vanguard Short Term Corporate Bond ETF (VCSH) 0.44 10100 -98.00% 80.59 79.79
Ishares Tr fltg rate nt 0.43 15486 -98.00% 50.76 0.00
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.41 6698 -99.00% 112.72 109.49
Alphabet Inc Class C cs 0.41 972 -99.00% 777.78 0.00
SYSCO Corporation (SYY) 0.40 15066 -97.00% 48.98 38.41
Stanley Black & Decker (SWK) 0.39 5793 -99.00% 122.91 95.48
Altria (MO) 0.38 10884 -98.00% 63.21 52.47
Bristol Myers Squibb (BMY) 0.37 12723 -98.00% 53.92 66.08
Occidental Petroleum Corporation (OXY) 0.37 9366 -98.00% 72.92 74.23
Amgen (AMGN) 0.36 3975 -99.00% 166.79 153.92
Nuveen North Carol Premium Incom Mun Fd (NNC) 0.36 45917 -92.00% 14.18 13.05
Comcast Corporation (CMCSA) 0.35 9551 -98.00% 66.38 58.60
Vanguard FTSE All-World ex-US ETF (VEU) 0.33 13358 -97.00% 45.44 47.62
Ford Mtr Co Cap Tr Ii pfd tr cv6.5% 0.32 22413 -96.00% 26.59 0.00
Chevron Corporation (CVX) 0.32 5658 -99.00% 102.86 102.86
Home Depot (HD) 0.30 4242 -99.00% 128.71 113.11
Renaissancere Holdings Limited pfd 0.30 21616 -96.00% 25.40 0.00
Merrill Lynch Depositor Incpp-pys pfd 0.28 20501 -96.00% 25.17 0.00
Adobe Systems Incorporated (ADBE) 0.27 4518 -99.00% 108.46 76.64
Biogen Idec (BIIB) 0.27 1555 -99.00% 313.18 415.20
Celgene Corporation (CELG) 0.27 4679 -99.00% 104.51 118.26
Kraft Heinz 0.27 5531 -98.00% 89.50 0.00
Gilead Sciences (GILD) 0.26 5953 -98.00% 79.12 99.53
Ing Pref 6.125% 01/15/11 pfd 0.25 17608 -96.00% 25.61 0.00
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.25 5875 -98.00% 78.98 74.64
BB&T; Corporation (BBT) 0.24 11673 -97.00% 37.69 37.76
TJX Companies (TJX) 0.24 5998 -98.00% 74.86 67.66
Oracle Corporation (ORCL) 0.24 11036 -97.00% 39.33 41.62
Ishares Msci Japan 0.24 35530 -92.00% 12.55 0.00
Energy Select Sector SPDR (XLE) 0.23 6073 -98.00% 70.64 75.34
Estee Lauder Companies (EL) 0.23 4778 -98.00% 88.53 80.58
Paypal Holdings 0.23 10090 -97.00% 40.93 0.00
iShares Dow Jones US Real Estate (IYR) 0.22 4900 -98.00% 80.61 76.66
Philip Morris International (PM) 0.21 3965 -98.00% 97.10 77.69
iShares MSCI EAFE Index Fund (EFA) 0.21 6647 -98.00% 59.12 62.56
Baxter International (BAX) 0.20 7711 -97.00% 47.59 67.92
Dominion Resources (D) 0.20 4952 -98.00% 74.31 69.17
Kimberly-Clark Corporation (KMB) 0.19 2705 -99.00% 126.06 103.80
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.19 2805 -99.00% 123.35 120.16
iShares Russell Midcap Index Fund (IWR) 0.19 2000 -99.00% 174.50 169.15
Aegon N V Pfd Perp 6.375 ps 0.19 13431 -96.00% 25.46 0.00
Medtronic 0.18 3919 -98.00% 86.50 0.00
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.17 3115 -99.00% 101.44 101.12
MasterCard Incorporated (MA) 0.16 2956 -99.00% 101.83 87.52
3M Company (MMM) 0.16 1619 -99.00% 176.03 162.72
Magellan Midstream Partners (MMP) 0.16 4240 -98.00% 70.75 78.66
Vanguard European ETF (VGK) 0.16 6126 -97.00% 48.81 53.41
BlackRock Core Bond Trust (BHK) 0.16 20850 -92.00% 14.20 13.40
Goldman Sachs Group I preferr 0.16 13052 -95.00% 22.60 0.00
Abbvie 0.16 4712 -98.00% 63.03 0.00
Coca-Cola Company (KO) 0.15 6576 -97.00% 42.27 40.22
FedEx Corporation (FDX) 0.15 1545 -99.00% 174.76 170.82
Spectra Energy (SE) 0.15 6591 -97.00% 42.79 34.31
Kroger (KR) 0.15 9465 -96.00% 29.69 74.09
Colgate-Palmolive Company (CL) 0.15 3742 -98.00% 74.02 68.17
United Technologies Corporation (UTX) 0.15 2749 -99.00% 101.49 118.52
Asb Bancorp Inc Nc 0.15 10484 -96.00% 26.23 0.00
Four Corners Ppty Tr 0.15 13169 -95.00% 21.34 0.00
AT&T; (T) 0.14 6127 -97.00% 40.64 32.70
Dollar Tree (DLTR) 0.14 3359 -98.00% 78.89 80.00
Unilever N.V. (UN) 0.13 5050 -97.00% 46.14 42.05
iShares Russell 1000 Index (IWB) 0.13 2005 -99.00% 120.70 114.60
SCANA Corporation (SCG) 0.13 3225 -98.00% 72.25 52.58
Public Stor 5.375% 0.13 9655 -96.00% 25.48 0.00
Abbott Laboratories (ABT) 0.12 5425 -97.00% 42.21 46.40
Ross Stores (ROST) 0.12 3402 -98.00% 64.37 105.22
International Business Machines (IBM) 0.12 1444 -99.00% 158.59 158.25
Vanguard Sht Term Govt Bond ETF (VGSH) 0.12 3500 -98.00% 61.14 60.94
Enterprise Products Partners 0.11 7518 -96.00% 27.67 0.00