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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
5
1
3
0
0
25
4
1
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
Sort:
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