Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
47
5
1
2
0
0
23
4
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
Sort:
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