Altavista Wealth Management as of June 30, 2019
Portfolio Holdings for Altavista Wealth Management
Altavista Wealth Management holds 161 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Lehman Aggregate Bond (AGG) | 10.7 | $34M | 301k | 111.35 | |
Berkshire Hathaway (BRK.B) | 3.3 | $10M | 49k | 213.17 | |
Microsoft Corporation (MSFT) | 3.1 | $9.7M | 72k | 133.97 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 2.5 | $7.9M | 86k | 91.60 | |
Johnson & Johnson (JNJ) | 2.5 | $7.8M | 56k | 139.28 | |
Apple (AAPL) | 2.5 | $7.7M | 39k | 197.92 | |
Cisco Systems (CSCO) | 2.4 | $7.4M | 135k | 54.73 | |
Intel Corporation (INTC) | 2.2 | $6.9M | 145k | 47.87 | |
Tractor Supply Company (TSCO) | 2.2 | $6.8M | 62k | 108.80 | |
Pepsi (PEP) | 2.1 | $6.6M | 50k | 131.12 | |
Roper Industries (ROP) | 2.1 | $6.5M | 18k | 366.29 | |
Wal-Mart Stores (WMT) | 2.1 | $6.4M | 58k | 110.48 | |
Stryker Corporation (SYK) | 2.0 | $6.3M | 31k | 205.58 | |
McDonald's Corporation (MCD) | 1.9 | $6.1M | 29k | 207.66 | |
Facebook Inc cl a (META) | 1.8 | $5.6M | 29k | 193.01 | |
Lowe's Companies (LOW) | 1.7 | $5.4M | 53k | 100.91 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.7 | $5.3M | 86k | 61.40 | |
Procter & Gamble Company (PG) | 1.6 | $5.1M | 47k | 109.64 | |
Walt Disney Company (DIS) | 1.6 | $5.1M | 37k | 139.64 | |
Amazon (AMZN) | 1.6 | $5.1M | 2.7k | 1893.34 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $5.0M | 45k | 111.80 | |
Alphabet Inc Class A cs (GOOGL) | 1.5 | $4.8M | 4.4k | 1082.81 | |
SPDR Gold Trust (GLD) | 1.5 | $4.8M | 36k | 133.21 | |
Pfizer (PFE) | 1.5 | $4.7M | 109k | 43.32 | |
Spdr Ser Tr barc 1-10yrtip (TIPX) | 1.5 | $4.7M | 240k | 19.58 | |
Home Depot (HD) | 1.4 | $4.5M | 22k | 207.95 | |
Union Pacific Corporation (UNP) | 1.4 | $4.4M | 26k | 169.10 | |
Lincoln National Corporation (LNC) | 1.4 | $4.3M | 67k | 64.46 | |
Corning Incorporated (GLW) | 1.2 | $3.9M | 117k | 33.23 | |
Ecolab (ECL) | 1.2 | $3.9M | 20k | 197.46 | |
Ishares Inc core msci emkt (IEMG) | 1.2 | $3.8M | 74k | 51.44 | |
Unilever (UL) | 1.1 | $3.3M | 53k | 61.97 | |
Exxon Mobil Corporation (XOM) | 1.0 | $3.1M | 41k | 76.63 | |
Valero Energy Corporation (VLO) | 1.0 | $3.1M | 36k | 85.61 | |
Stanley Black & Decker (SWK) | 0.8 | $2.5M | 18k | 144.61 | |
Darden Restaurants (DRI) | 0.8 | $2.4M | 20k | 121.72 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.8 | $2.4M | 22k | 109.08 | |
Vanguard Total Stock Market ETF (VTI) | 0.7 | $2.3M | 15k | 150.06 | |
UnitedHealth (UNH) | 0.7 | $2.3M | 9.2k | 243.99 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.7 | $2.2M | 43k | 50.98 | |
MasterCard Incorporated (MA) | 0.7 | $2.1M | 8.1k | 264.56 | |
Bank of America Corporation (BAC) | 0.6 | $1.8M | 64k | 29.01 | |
Itm - Vaneck Vectors Amt Free Int Muni (ITM) | 0.6 | $1.8M | 37k | 49.76 | |
Target Corporation (TGT) | 0.6 | $1.7M | 20k | 86.62 | |
Vanguard S&p 500 Etf idx (VOO) | 0.6 | $1.7M | 6.4k | 269.22 | |
Automatic Data Processing (ADP) | 0.5 | $1.6M | 9.8k | 165.28 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.5 | $1.6M | 32k | 48.92 | |
Delphi Automotive Inc international (APTV) | 0.5 | $1.5M | 18k | 80.81 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.5 | $1.5M | 24k | 60.91 | |
Duke Energy (DUK) | 0.5 | $1.5M | 17k | 88.22 | |
CVS Caremark Corporation (CVS) | 0.5 | $1.4M | 26k | 54.49 | |
Travelers Companies (TRV) | 0.5 | $1.4M | 9.4k | 149.47 | |
Verizon Communications (VZ) | 0.5 | $1.4M | 25k | 57.13 | |
Financial Select Sector SPDR (XLF) | 0.4 | $1.4M | 50k | 27.60 | |
Ishares Tr Global Reit Etf (REET) | 0.4 | $1.3M | 50k | 26.68 | |
Chevron Corporation (CVX) | 0.4 | $1.3M | 11k | 124.43 | |
Vanguard High Dividend Yield ETF (VYM) | 0.4 | $1.3M | 15k | 87.41 | |
Constellation Brands (STZ) | 0.4 | $1.2M | 6.1k | 196.93 | |
ConocoPhillips (COP) | 0.4 | $1.1M | 19k | 61.00 | |
Merck & Co (MRK) | 0.4 | $1.2M | 14k | 83.87 | |
Nextera Energy (NEE) | 0.4 | $1.2M | 5.6k | 204.90 | |
Emerson Electric (EMR) | 0.4 | $1.1M | 17k | 66.74 | |
Thermo Fisher Scientific (TMO) | 0.3 | $1.1M | 3.7k | 293.58 | |
Amgen (AMGN) | 0.3 | $1.1M | 5.8k | 184.20 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $1.1M | 9.3k | 115.54 | |
Ing Pref 6.125% 01/15/11 p | 0.3 | $970k | 38k | 25.74 | |
Vanguard Short-Term Bond ETF (BSV) | 0.3 | $972k | 12k | 80.53 | |
First Ban (FBNC) | 0.3 | $928k | 26k | 36.41 | |
Deere & Company (DE) | 0.3 | $899k | 5.4k | 165.78 | |
Rbc Cad (RY) | 0.3 | $898k | 11k | 79.37 | |
Vanguard European ETF (VGK) | 0.3 | $910k | 17k | 54.91 | |
SYSCO Corporation (SYY) | 0.3 | $878k | 12k | 70.71 | |
Energy Select Sector SPDR (XLE) | 0.3 | $864k | 14k | 63.68 | |
General Mills (GIS) | 0.3 | $841k | 16k | 52.53 | |
Philip Morris International (PM) | 0.3 | $856k | 11k | 78.55 | |
Renaissancere Holdings Limited p | 0.3 | $857k | 32k | 26.63 | |
Ishares Tr fltg rate nt (FLOT) | 0.3 | $855k | 17k | 50.92 | |
Altria (MO) | 0.3 | $822k | 17k | 47.36 | |
Aegon N V Pfd Perp 6.375 ps | 0.2 | $776k | 30k | 25.71 | |
Wells Fargo & Company (WFC) | 0.2 | $738k | 16k | 47.30 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.2 | $762k | 6.6k | 115.23 | |
Coca-Cola Company (KO) | 0.2 | $729k | 14k | 50.91 | |
At&t (T) | 0.2 | $703k | 21k | 33.52 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $681k | 6.0k | 113.05 | |
Alphabet Inc Class C cs (GOOG) | 0.2 | $672k | 622.00 | 1080.39 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $636k | 9.7k | 65.69 | |
Annaly Capital Management Inc Cum Conv Red Pfd Registered Shs Series F equity (NLY.PF) | 0.2 | $616k | 24k | 25.41 | |
Qualcomm (QCOM) | 0.2 | $585k | 7.7k | 76.07 | |
Ford Mtr Co Cap Tr Ii pfd tr cv6.5% | 0.2 | $566k | 22k | 26.33 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $570k | 1.9k | 292.76 | |
General Electric Company | 0.2 | $553k | 53k | 10.50 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $553k | 5.4k | 103.36 | |
Abbott Laboratories (ABT) | 0.2 | $524k | 6.2k | 84.11 | |
BB&T Corporation | 0.2 | $527k | 11k | 49.16 | |
United Technologies Corporation | 0.2 | $537k | 4.1k | 130.09 | |
Toro Company (TTC) | 0.2 | $535k | 8.0k | 66.88 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.2 | $508k | 9.6k | 53.09 | |
3M Company (MMM) | 0.1 | $467k | 2.7k | 173.28 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $454k | 2.3k | 194.27 | |
Assured Guaranty Muni 6.25% preferred | 0.1 | $480k | 18k | 26.45 | |
Allergan | 0.1 | $464k | 2.8k | 167.39 | |
Baxter International (BAX) | 0.1 | $452k | 5.5k | 81.93 | |
International Business Machines (IBM) | 0.1 | $449k | 3.3k | 137.94 | |
Enbridge (ENB) | 0.1 | $444k | 12k | 36.10 | |
Alibaba Group Holding (BABA) | 0.1 | $424k | 2.5k | 169.60 | |
Bristol Myers Squibb (BMY) | 0.1 | $411k | 9.1k | 45.37 | |
Oracle Corporation (ORCL) | 0.1 | $415k | 7.3k | 57.01 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $402k | 7.2k | 55.83 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $399k | 4.6k | 87.21 | |
Total System Services | 0.1 | $373k | 2.9k | 128.40 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $372k | 4.6k | 80.61 | |
Eversource Energy (ES) | 0.1 | $366k | 4.8k | 75.82 | |
Broadcom (AVGO) | 0.1 | $386k | 1.3k | 288.06 | |
Dupont De Nemours (DD) | 0.1 | $380k | 5.1k | 75.00 | |
Texas Instruments Incorporated (TXN) | 0.1 | $328k | 2.9k | 114.61 | |
iShares Gold Trust | 0.1 | $352k | 26k | 13.51 | |
Mondelez Int (MDLZ) | 0.1 | $339k | 6.3k | 53.87 | |
Abbvie (ABBV) | 0.1 | $345k | 4.7k | 72.68 | |
Eli Lilly & Co. (LLY) | 0.1 | $305k | 2.8k | 110.91 | |
Dominion Resources (D) | 0.1 | $308k | 4.0k | 77.45 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $321k | 2.4k | 133.25 | |
Harris Corporation | 0.1 | $324k | 1.7k | 188.92 | |
Honeywell International (HON) | 0.1 | $297k | 1.7k | 174.50 | |
Ametek (AME) | 0.1 | $327k | 3.6k | 90.73 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $300k | 3.8k | 78.19 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $306k | 5.8k | 52.76 | |
Hometrust Bancshares (HTBI) | 0.1 | $317k | 13k | 25.16 | |
Public Stor 5.375% | 0.1 | $309k | 12k | 24.94 | |
Capital One - Pfd F eqp | 0.1 | $315k | 12k | 25.79 | |
Four Corners Ppty Tr (FCPT) | 0.1 | $324k | 12k | 27.37 | |
FedEx Corporation (FDX) | 0.1 | $277k | 1.7k | 164.39 | |
Magellan Midstream Partners | 0.1 | $285k | 4.5k | 64.04 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $292k | 21k | 14.07 | |
Waste Management (WM) | 0.1 | $237k | 2.1k | 115.33 | |
Health Care SPDR (XLV) | 0.1 | $254k | 2.7k | 92.46 | |
Boston Scientific Corporation (BSX) | 0.1 | $262k | 6.1k | 42.96 | |
Nokia Corporation (NOK) | 0.1 | $248k | 50k | 5.00 | |
Yum! Brands (YUM) | 0.1 | $250k | 2.3k | 110.72 | |
Accenture (ACN) | 0.1 | $258k | 1.4k | 184.55 | |
Fifth Third Ban (FITB) | 0.1 | $257k | 9.2k | 27.94 | |
Public Service Enterprise (PEG) | 0.1 | $261k | 4.4k | 58.82 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $237k | 1.2k | 200.51 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.1 | $257k | 12k | 22.26 | |
Merrill Lynch Depositor Incpp-pys p | 0.1 | $243k | 17k | 14.64 | |
Allstate Corp Pfd 6.625% Cal | 0.1 | $237k | 9.3k | 25.36 | |
Paypal Holdings (PYPL) | 0.1 | $243k | 2.1k | 114.41 | |
Dow (DOW) | 0.1 | $250k | 5.1k | 49.36 | |
Norfolk Southern (NSC) | 0.1 | $219k | 1.1k | 199.09 | |
Host Hotels & Resorts (HST) | 0.1 | $232k | 13k | 18.25 | |
Northrop Grumman Corporation (NOC) | 0.1 | $210k | 651.00 | 322.58 | |
Boeing Company (BA) | 0.1 | $219k | 601.00 | 364.39 | |
Becton, Dickinson and (BDX) | 0.1 | $224k | 888.00 | 252.25 | |
Unilever | 0.1 | $222k | 3.7k | 60.82 | |
Southern Company (SO) | 0.1 | $223k | 4.0k | 55.23 | |
American National BankShares | 0.1 | $205k | 5.3k | 38.66 | |
BlackRock Global Energy & Resources Trus (BGR) | 0.1 | $219k | 18k | 11.91 | |
SPDR DJ Wilshire Mid Cap (SPMD) | 0.1 | $229k | 6.7k | 34.10 | |
Vanguard Energy ETF (VDE) | 0.1 | $221k | 2.6k | 85.00 | |
Goldman Sachs Group I preferr (GS.PA) | 0.1 | $215k | 11k | 19.24 | |
Nuveen North Carol Premium Incom Mun | 0.1 | $204k | 15k | 13.33 | |
Eaton (ETN) | 0.1 | $227k | 2.7k | 83.39 |