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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
50
4
1
2
0
0
23
3
1
ALTAVISTA WEALTH MANAGEMENT INC

Time Period2018-06-30

Total Holdings144

Total Value ($x1000)249,631
Activities
New12

Increased47

Unchanged26

Decreased59

Sold Out6

Top 10 Stock Holdingstotal 28.75%
BRK.B3.49

MSFT3.26

AAPL3.12

INTC3

BIL3

 
JNJ2.78

XOM2.71

CSCO2.65

FB2.39

SYK2.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
3.49%
CL B NEW
MSFT
3.26%
COM
AAPL
3.12%
COM
INTC
3%
COM
BIL
3%
SPDR BLOOMBERG
JNJ
2.78%
COM
XOM
2.71%
COM
CSCO
2.65%
COM
FB
2.39%
CL A
SYK
2.35%
COM
PEP
2.27%
COM
LOW
2.14%
COM
WMT
2.13%
COM
GOOGL
2.08%
CAP STK CL A
ROP
2.05%
COM
MCD
2.02%
COM
JPM
1.84%
COM
HD
1.78%
COM
LNC
1.67%
COM
PG
1.64%
COM
AMZN
1.59%
COM
DIS
1.59%
COM DISNEY
UNP
1.54%
COM
TSCO
1.52%
COM
VLO
1.51%
COM
GLW
1.36%
COM
GLD
1.29%
GOLD SHS
ECL
1.2%
COM
AGN
1.17%
SHS
PFE
1.11%
COM
UNH
1.08%
COM
DRI
0.96%
COM
AGG
0.96%
CORE TOTUSBD ETF
IBB
0.94%
NASDQ BIOTEC ETF
MCK
0.91%
COM
ITM
0.89%
AMT FREE INT ETF
BAC
0.85%
COM
CVS
0.82%
COM
UL
0.81%
SPON ADR NEW
SHM
0.81%
NUVN BR SHT MUNI
VTI
0.81%
TOTAL STK MKT
FLOT
0.8%
FLTG RATE BD ETF
SWK
0.79%
COM
APTV
0.73%
SHS
TIP
0.64%
TIPS BD ETF
EMR
0.64%
COM
TGT
0.61%
COM
BSV
0.6%
SHORT TRM BOND
TRV
0.59%
COM
CVX
0.57%
COM
ADP
0.55%
COM
VZ
0.54%
COM
COP
0.53%
COM
DUK
0.51%
COM NEW
WFC
0.49%
COM
ING GROU...
0.49%
COM
RENAISSA...
0.47%
COM
GE
0.47%
COM
XLF
0.46%
SBI INT-FINL
FBNC
0.45%
COM
AMGN
0.44%
COM
PREFERRE...
0.44%
COM
VOO
0.42%
SHS
AEGON NV...
0.41%
COM
MO
0.4%
COM
NEE
0.4%
COM
GIS
0.39%
COM
PM
0.38%
COM
VGSH
0.38%
SHTRM GVT BD ETF
SYY
0.37%
COM
VEU
0.35%
ALLWRLD EX US
MRK
0.35%
COM
ANNALY C...
0.35%
COM
GOOG
0.34%
CAP STK CL C
RY
0.34%
COM
DE
0.34%
COM
VYM
0.32%
HIGH DIV YLD
VIG
0.32%
DIV APP ETF
T
0.31%
COM
GABELLI ...
0.3%
PFD
BMY
0.29%
COM
KO
0.27%
COM
IEFA
0.27%
CORE MSCI EAFE
ASSURED ...
0.26%
COM
SPY
0.25%
TR UNIT
BBT
0.22%
COM
VCSH
0.22%
SHRT TRM CORP BD
QCOM
0.22%
COM
MMM
0.22%
COM
IBM
0.21%
COM
BGR
0.21%
COM
PUBLIC S...
0.21%
COM
UTX
0.2%
COM
TTC
0.19%
COM
NNC
0.19%
COM
IJH
0.19%
CORE S&P MCP ETF
ABBV
0.19%
COM
EFA
0.18%
MSCI EAFE ETF
CAPITAL ...
0.18%
COM
NOC
0.18%
COM
GOLDMAN ...
0.18%
COM
NSRGY
0.17%
COM
VWO
0.17%
FTSE EMR MKT ETF
BAX
0.17%
COM
IWR
0.16%
RUS MID-CAP ETF
D
0.16%
COM
ALLSTATE...
0.16%
COM
ABT
0.15%
COM
VXUS
0.15%
VG TL INTL STK F
FDX
0.15%
COM
ORCL
0.15%
COM
VGK
0.15%
FTSE EUROPE ETF
HTBI
0.14%
COM
ENB
0.14%
COM
IYR
0.14%
U.S. REAL ES ETF
EPD
0.13%
COM
IAU
0.13%
ISHARES
FCPT
0.13%
COM
MET
0.13%
COM
XLE
0.12%
SBI INT-ENERGY
TSS
0.12%
COM
MMP
0.12%
COM UNIT RP LP
LQD
0.12%
IBOXX INV CP ETF
ES
0.11%
COM
HRS
0.11%
COM
BHK
0.11%
SHS BEN INT
PYPL
0.11%
COM
MDLZ
0.11%
CL A
FITB
0.11%
COM
AME
0.1%
COM
C
0.1%
COM NEW
KHC
0.1%
COM
LLY
0.09%
COM
HON
0.09%
COM
MA
0.09%
CL A
KMB
0.09%
COM
IJR
0.09%
CORE S&P SCP ETF
AMNB
0.08%
COM
HST
0.08%
COM
XLV
0.08%
SBI HEALTHCARE
ACN
0.08%
SHS CLASS A
BDX
0.08%
COM
PEG
0.08%
COM
DWDP
0.08%
COM
MDT
0.17%
SHS
BA
0.12%
COM
YUM
0.11%
COM
CMCSA
0.11%
CL A
HEZU
0.1%
CUR HDG MS EMU
UN
0.09%
N Y SHS NEW