HedgeMind.com >  Institutional Portfolios >  ALTAVISTA WEALTH MANAGEMENT INC >  2018-12-31
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1
ALTAVISTA WEALTH MANAGEMENT INC
Time Period2018-12-31
Total Holdings145
Total Value ($x1000)244,963
Activities
New4
Increased41
Unchanged37
Decreased63
Sold Out10
Top 10 Stock Holdingstotal 29.48%
BIL4.59
BRK.B3.93
MSFT3.22
JNJ3.01
INTC2.76
 
AAPL2.58
CSCO2.56
WMT2.33
PEP2.32
MCD2.18
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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BIL
4.59%
SPDR BLOOMBERG
BRK.B
3.93%
CL B NEW
MSFT
3.22%
COM
JNJ
3.01%
COM
INTC
2.76%
COM
AAPL
2.58%
COM
CSCO
2.56%
COM
WMT
2.33%
COM
PEP
2.32%
COM
MCD
2.18%
COM
SYK
2.1%
COM
LOW
2.03%
COM
ROP
1.98%
COM
GOOGL
1.93%
CAP STK CL A
PG
1.89%
COM
JPM
1.79%
COM
AGG
1.75%
CORE TOTUSBD ETF
TSCO
1.69%
COM
DIS
1.69%
COM DISNEY
XOM
1.69%
COM
FB
1.62%
CL A
UNP
1.53%
COM
HD
1.53%
COM
AMZN
1.47%
COM
GLW
1.45%
COM
GLD
1.43%
GOLD SHS
PFE
1.41%
COM
LNC
1.4%
COM
IEFA
1.35%
CORE MSCI EAFE
ECL
1.24%
COM
IEMG
1.17%
CORE MSCI EMKT
UL
1.07%
SPON ADR NEW
UNH
1.05%
COM
VLO
1.01%
COM
ITM
0.93%
AMT FREE INT ETF
DRI
0.91%
COM
CVS
0.89%
COM
IBB
0.87%
NASDQ BIOTEC ETF
SHM
0.83%
NUVN BR SHT MUNI
FLOT
0.8%
FLTG RATE BD ETF
VTI
0.76%
TOTAL STK MKT
BAC
0.7%
COM
AGN
0.69%
SHS
SWK
0.69%
COM
VZ
0.61%
COM
VOO
0.59%
SHS
DUK
0.57%
COM NEW
ADP
0.55%
COM
TGT
0.53%
COM
XLF
0.52%
SBI INT-FINL
TRV
0.52%
COM
VEU
0.51%
ALLWRLD EX US
BSV
0.51%
SHORT TRM BOND
CVX
0.49%
COM
MA
0.49%
CL A
EMR
0.49%
COM
ING GROU...
0.48%
COM
COP
0.47%
COM
TIP
0.47%
TIPS BD ETF
AMGN
0.46%
COM
APTV
0.46%
SHS
MRK
0.44%
COM
NEE
0.41%
COM
VGSH
0.41%
SHTRM GVT BD ETF
AEGON NV...
0.4%
COM
RENAISSA...
0.38%
COM
VYM
0.37%
HIGH DIV YLD
WFC
0.36%
COM
MO
0.35%
COM
FBNC
0.35%
COM
PREFERRE...
0.34%
COM
DE
0.33%
COM
GIS
0.33%
COM
ANNALY C...
0.32%
COM
SYY
0.32%
COM
RY
0.32%
COM
PM
0.31%
COM
GOOG
0.31%
CAP STK CL C
VGK
0.29%
FTSE EUROPE ETF
GABELLI ...
0.28%
PFD
KO
0.28%
COM
XLE
0.28%
SBI INT-ENERGY
T
0.27%
COM
STZ
0.27%
CL A
BMY
0.26%
COM
VIG
0.25%
DIV APP ETF
TMO
0.25%
COM
VCSH
0.25%
SHRT TRM CORP BD
EFA
0.24%
MSCI EAFE ETF
ASSURED ...
0.23%
COM
QCOM
0.21%
COM
MMM
0.21%
COM
GE
0.2%
COM
SPY
0.2%
TR UNIT
BBT
0.19%
COM
PUBLIC S...
0.19%
COM
ABT
0.19%
COM
TTC
0.18%
COM
ABBV
0.18%
COM
NSRGY
0.18%
COM
UTX
0.17%
COM
CAPITAL ...
0.17%
COM
D
0.16%
COM
ORCL
0.16%
COM
ENB
0.16%
COM
BAX
0.15%
COM
IJH
0.15%
CORE S&P MCP ETF
NOC
0.15%
COM
BABA
0.15%
SPONSORED ADS
ALLSTATE...
0.14%
COM
IWR
0.14%
RUS MID-CAP ETF
HTBI
0.13%
COM
LLY
0.13%
COM
IAU
0.13%
ISHARES
GOLDMAN ...
0.13%
COM
IYR
0.13%
U.S. REAL ES ETF
ES
0.13%
COM
IBM
0.13%
COM
FCPT
0.13%
COM
EPD
0.12%
COM
PYPL
0.11%
COM
VXUS
0.11%
VG TL INTL STK F
FDX
0.11%
COM
UN
0.11%
N Y SHS NEW
TSS
0.11%
COM
VTEB
0.11%
TAX-EXEMPT BD
NNC
0.11%
COM
BHK
0.11%
SHS BEN INT
DJP
0.1%
DJUBS CMDT ETN36
MDLZ
0.1%
CL A
HRS
0.1%
COM
AME
0.1%
COM
MMP
0.1%
COM UNIT RP LP
IJR
0.1%
CORE S&P SCP ETF
XLV
0.1%
SBI HEALTHCARE
KMB
0.1%
COM
BGR
0.1%
COM
MCK
0.09%
COM
HON
0.09%
COM
FITB
0.09%
COM
BSX
0.09%
COM
MUB
0.09%
NAT AMT FREE BD
YUM
0.08%
COM
PARTNERR...
0.08%
COM
WM
0.08%
COM
VWO
0.15%
FTSE EMR MKT ETF
MET
0.1%
COM
C
0.1%
COM NEW
LQD
0.08%
IBOXX INV CP ETF
KHC
0.08%
COM
BA
0.08%
COM
ACN
0.08%
SHS CLASS A
MDT
0.08%
SHS
HST
0.08%
COM
AMNB
0.08%
COM