HedgeMind.com >  Institutional Portfolios >  ALTAVISTA WEALTH MANAGEMENT INC >  2018-09-30
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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ALTAVISTA WEALTH MANAGEMENT INC
Time Period2018-09-30
Total Holdings151
Total Value ($x1000)268,716
Activities
New11
Increased31
Unchanged33
Decreased76
Sold Out4
Top 10 Stock Holdingstotal 28.95%
BRK.B3.75
BIL3.69
AAPL3.37
MSFT3.35
JNJ2.9
 
CSCO2.66
INTC2.58
LOW2.29
SYK2.21
PEP2.15
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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BRK.B
3.75%
CL B NEW
BIL
3.69%
SPDR BLOOMBERG
AAPL
3.37%
COM
MSFT
3.35%
COM
JNJ
2.9%
COM
CSCO
2.66%
COM
INTC
2.58%
COM
LOW
2.29%
COM
SYK
2.21%
COM
PEP
2.15%
COM
WMT
2.15%
COM
GOOGL
2.05%
CAP STK CL A
XOM
2%
COM
ROP
1.99%
COM
MCD
1.88%
COM
FB
1.86%
CL A
JPM
1.85%
COM
LNC
1.69%
COM
TSCO
1.68%
COM
HD
1.68%
COM
AMZN
1.65%
COM
DIS
1.64%
COM DISNEY
UNP
1.62%
COM
PG
1.58%
COM
GLW
1.56%
COM
VLO
1.36%
COM
AGN
1.27%
SHS
PFE
1.24%
COM
ECL
1.22%
COM
GLD
1.15%
GOLD SHS
UNH
1.03%
COM
IEFA
1.02%
CORE MSCI EAFE
AGG
1.01%
CORE TOTUSBD ETF
IBB
0.96%
NASDQ BIOTEC ETF
CVS
0.96%
COM
UL
0.94%
SPON ADR NEW
DRI
0.93%
COM
BAC
0.82%
COM
VANECK V...
0.82%
COM
SWK
0.78%
COM
VTI
0.78%
TOTAL STK MKT
SHM
0.75%
NUVN BR SHT MUNI
FLOT
0.74%
FLTG RATE BD ETF
TGT
0.65%
COM
APTV
0.64%
SHS
EMR
0.6%
COM
TRV
0.58%
COM
ADP
0.58%
COM
TIP
0.57%
TIPS BD ETF
VOO
0.54%
SHS
VZ
0.51%
COM
BSV
0.51%
SHORT TRM BOND
CVX
0.51%
COM
COP
0.5%
COM
MCK
0.49%
COM
DUK
0.48%
COM NEW
WFC
0.47%
COM
ING GROU...
0.45%
COM
AMGN
0.45%
COM
XLF
0.41%
SBI INT-FINL
VEU
0.41%
ALLWRLD EX US
FBNC
0.4%
COM
MO
0.39%
COM
MA
0.39%
CL A
VGSH
0.39%
SHTRM GVT BD ETF
AEGON NV...
0.38%
COM
PREFERRE...
0.38%
COM
MRK
0.38%
COM
RENAISSA...
0.37%
COM
NEE
0.37%
COM
SYY
0.36%
COM
PM
0.34%
COM
VIG
0.34%
DIV APP ETF
RY
0.34%
COM
GOOG
0.33%
CAP STK CL C
GIS
0.32%
COM
DE
0.32%
COM
ANNALY C...
0.32%
COM
T
0.31%
COM
VYM
0.31%
HIGH DIV YLD
GE
0.31%
COM
BMY
0.29%
COM
GABELLI ...
0.27%
PFD
STZ
0.26%
CL A
QCOM
0.25%
COM
KO
0.24%
COM
VCSH
0.23%
SHRT TRM CORP BD
ASSURED ...
0.22%
COM
MMM
0.22%
COM
SPY
0.21%
TR UNIT
UTX
0.21%
COM
TMO
0.2%
COM
BBT
0.19%
COM
IBM
0.19%
COM
PUBLIC S...
0.19%
COM
IJH
0.19%
CORE S&P MCP ETF
TTC
0.18%
COM
EFA
0.17%
MSCI EAFE ETF
ABBV
0.17%
COM
NOC
0.17%
COM
ABT
0.17%
COM
CAPITAL ...
0.17%
COM
NSRGY
0.17%
COM
NNC
0.16%
COM
ORCL
0.16%
COM
BAX
0.16%
COM
GOLDMAN ...
0.16%
COM
BGR
0.15%
COM
FDX
0.15%
COM
ENB
0.15%
COM
IWR
0.15%
RUS MID-CAP ETF
VWO
0.15%
FTSE EMR MKT ETF
D
0.14%
COM
VXUS
0.14%
VG TL INTL STK F
XLE
0.14%
SBI INT-ENERGY
HTBI
0.14%
COM
ALLSTATE...
0.13%
COM
EPD
0.13%
COM
IYR
0.13%
U.S. REAL ES ETF
HRS
0.12%
COM
TSS
0.12%
COM
VGK
0.12%
FTSE EUROPE ETF
IAU
0.11%
ISHARES
FCPT
0.11%
COM
ES
0.11%
COM
LLY
0.11%
COM
PYPL
0.11%
COM
MMP
0.11%
COM UNIT RP LP
AME
0.11%
COM
MET
0.1%
COM
BHK
0.1%
SHS BEN INT
MDLZ
0.1%
CL A
HON
0.1%
COM
C
0.1%
COM NEW
BABA
0.1%
SPONSORED ADS
UN
0.1%
N Y SHS NEW
FITB
0.1%
COM
KMB
0.09%
COM
IJR
0.09%
CORE S&P SCP ETF
BSX
0.09%
COM
LQD
0.08%
IBOXX INV CP ETF
KHC
0.08%
COM
PARTNERR...
0.08%
COM
BA
0.08%
COM
ACN
0.08%
SHS CLASS A
HST
0.08%
COM
MDT
0.08%
SHS
XLV
0.08%
SBI HEALTHCARE
AMNB
0.08%
COM
YUM
0.08%
COM
WM
0.08%
COM
ITM
0.89%
AMT FREE INT ETF
BDX
0.08%
COM
PEG
0.08%
COM
DWDP
0.08%
COM