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HedgeMind.com
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Institutional Portfolios
>
ALTAVISTA WEALTH MANAGEMENT INC
> 2017-12-31
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Time Period
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
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Stock Style
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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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Market Cap
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49
3
1
3
0
0
25
2
1
ALTAVISTA WEALTH MANAGEMENT INC
Time Period
2017-12-31
Total Holdings
143
Total Value
($x1000)
236,703
Activities
New
11
Increased
77
Unchanged
18
Decreased
37
Sold Out
5
Top 10 Stock Holdings
total 29.16%
BRK.B
3.96
AAPL
3.09
MSFT
3.08
INTC
3.03
XOM
2.9
 
JNJ
2.86
PEP
2.76
WMT
2.6
CSCO
2.56
MCD
2.32
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
BRK.B
3.96%
CL B NEW
AAPL
3.09%
COM
MSFT
3.08%
COM
INTC
3.03%
COM
XOM
2.9%
COM
JNJ
2.86%
COM
PEP
2.76%
COM
WMT
2.6%
COM
CSCO
2.56%
COM
MCD
2.32%
COM
SYK
2.28%
COM
LNC
2.17%
COM
LOW
2.16%
COM
GOOGL
2.1%
CAP STK CL A
ROP
2.04%
COM
FB
2.02%
CL A
HD
1.84%
COM
PG
1.78%
COM
JPM
1.73%
COM
TSCO
1.68%
COM
GLW
1.64%
COM
DIS
1.63%
COM DISNEY
UNP
1.46%
COM
MET
1.28%
COM
VLO
1.25%
COM
UNH
1.18%
COM
PFE
1.16%
COM
GLD
1.16%
GOLD SHS
AMZN
1.14%
COM
AGN
1.08%
SHS
ECL
1.07%
COM
AGG
1.06%
CORE TOTUSBD ETF
MCK
1.02%
COM
ITM
1%
AMT FREE INT ETF
SWK
0.99%
COM
DRI
0.89%
COM
GE
0.86%
COM
IBB
0.86%
NASDQ BIOTEC ETF
UL
0.82%
SPON ADR NEW
CVS
0.81%
COM
WFC
0.78%
COM
VTI
0.75%
TOTAL STK MKT
SHM
0.73%
NUVN BR SHT MUNI
EMR
0.69%
COM
BSV
0.67%
SHORT TRM BOND
PM
0.63%
COM
VZ
0.62%
COM
DUK
0.62%
COM NEW
MO
0.61%
COM
BAC
0.57%
COM
FBNC
0.56%
COM
CVX
0.54%
COM
TIP
0.53%
TIPS BD ETF
ADP
0.51%
COM
COP
0.51%
COM
XLF
0.48%
SBI INT-FINL
ING GROU...
0.46%
COM
GIS
0.46%
COM
PREFERRE...
0.45%
COM
MUB
0.45%
NAT AMT FREE BD
AMGN
0.44%
COM
DE
0.43%
COM
MRK
0.43%
COM
FLOT
0.42%
FLTG RATE BD ETF
BGR
0.41%
COM
RENAISSA...
0.4%
COM
NEE
0.39%
COM
RY
0.39%
COM
T
0.38%
COM
SYY
0.37%
COM
GOOG
0.36%
CAP STK CL C
AEGON NV...
0.36%
COM
VEU
0.35%
ALLWRLD EX US
BMY
0.34%
COM
KO
0.33%
COM
VOO
0.32%
SHS
VCSH
0.3%
SHRT TRM CORP BD
GABELLI ...
0.3%
PFD
APTV
0.3%
SHS
QCOM
0.3%
COM
MMM
0.28%
COM
NNC
0.24%
COM
SPY
0.24%
TR UNIT
BBT
0.23%
COM
ANNALY C...
0.23%
COM
TTC
0.22%
COM
VIG
0.22%
DIV APP ETF
PUBLIC S...
0.21%
COM
USDU
0.21%
BLMBG US BULL
NSRGY
0.21%
COM
UTX
0.21%
COM
EFA
0.21%
MSCI EAFE ETF
ABBV
0.2%
COM
D
0.2%
COM
ASSURED ...
0.19%
COM
ORCL
0.19%
COM
RWR
0.19%
DJ REIT ETF
IEFA
0.18%
CORE MSCI EAFE
CMCSA
0.18%
CL A
IBM
0.18%
COM
FDX
0.18%
COM
GOLDMAN ...
0.18%
COM
VGK
0.17%
FTSE EUROPE ETF
MDT
0.17%
SHS
KHC
0.17%
COM
IWR
0.17%
RUS MID-CAP ETF
BAX
0.17%
COM
TGT
0.16%
COM
CAPITAL ...
0.16%
COM
ALLSTATE...
0.16%
COM
ABT
0.15%
COM
TSS
0.14%
COM
CELG
0.14%
COM
VXUS
0.14%
VG TL INTL STK F
BHK
0.14%
SHS BEN INT
HTBI
0.14%
COM
IYR
0.14%
U.S. REAL ES ETF
ENB
0.13%
COM
MDLZ
0.13%
CL A
FCPT
0.13%
COM
PYPL
0.13%
COM
MMP
0.13%
COM UNIT RP LP
XLE
0.12%
SBI INT-ENERGY
EPD
0.12%
COM
KMB
0.12%
COM
FITB
0.12%
COM
DWDP
0.12%
COM
HRS
0.12%
COM
BA
0.11%
COM
OXY
0.11%
COM
GILD
0.11%
COM
MA
0.11%
CL A
SO
0.1%
COM
LQD
0.1%
IBOXX INV CP ETF
YUM
0.1%
COM
HON
0.1%
COM
HEZU
0.1%
CUR HDG MS EMU
VWO
0.1%
FTSE EMR MKT ETF
SUNTRUST...
0.1%
COM
PEG
0.09%
COM
UN
0.09%
N Y SHS NEW
OSTK
0.09%
COM
KR
0.09%
COM
CL
0.13%
COM
DLPH
0.12%
SHS
BIIB
0.11%
COM
CNMD
0.1%
COM
BTI
0.1%
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