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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
Large
Value
Mid
Blend
Small
Growth
48
5
1
3
0
0
25
4
1
ALTAVISTA WEALTH MANAGEMENT INC

Time Period2019-03-31

Total Holdings153

Total Value ($x1000)282,279
Activities
New11

Increased45

Unchanged29

Decreased68

Sold Out3

Top 10 Stock Holdingstotal 28.74%
BIL4.14

BRK.B3.57

MSFT3.2

JNJ2.86

CSCO2.72

 
AAPL2.7

INTC2.7

AGG2.33

SYK2.29

PEP2.23

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIL
4.14%
SPDR BLOOMBERG
BRK.B
3.57%
CL B NEW
MSFT
3.2%
COM
JNJ
2.86%
COM
CSCO
2.72%
COM
AAPL
2.7%
COM
INTC
2.7%
COM
AGG
2.33%
CORE TOTUSBD ETF
SYK
2.29%
COM
PEP
2.23%
COM
ROP
2.22%
COM
TSCO
2.16%
COM
LOW
2.09%
COM
WMT
2.08%
COM
MCD
2%
COM
GOOGL
1.91%
CAP STK CL A
FB
1.76%
CL A
PG
1.74%
COM
IEFA
1.7%
CORE MSCI EAFE
AMZN
1.7%
COM
XOM
1.68%
COM
JPM
1.6%
COM
GLD
1.59%
GOLD SHS
UNP
1.58%
COM
PFE
1.54%
COM
DIS
1.48%
COM DISNEY
HD
1.48%
COM
LNC
1.39%
COM
TIPX
1.38%
BARC 1-10YRTIP
GLW
1.35%
COM
ECL
1.24%
COM
IEMG
1.22%
CORE MSCI EMKT
UL
1.09%
SPON ADR NEW
VLO
1.04%
COM
IBB
0.88%
NASDQ BIOTEC ETF
DRI
0.86%
COM
UNH
0.84%
COM
ITM
0.82%
AMT FREE INT ETF
SWK
0.79%
COM
VTI
0.78%
TOTAL STK MKT
VEU
0.74%
ALLWRLD EX US
SHM
0.72%
NUVN BR SHT MUNI
BAC
0.62%
COM
TGT
0.59%
COM
MA
0.59%
CL A
VOO
0.57%
SHS
ADP
0.56%
COM
VZ
0.53%
COM
TRV
0.53%
COM
DUK
0.52%
COM NEW
APTV
0.52%
SHS
CVS
0.51%
COM
VGSH
0.49%
SHTRM GVT BD ETF
CVX
0.46%
COM
XLF
0.45%
SBI INT-FINL
REET
0.45%
GLOBAL REIT ETF
EMR
0.44%
COM
COP
0.44%
COM
MRK
0.42%
COM
AMGN
0.39%
COM
NEE
0.39%
COM
VYM
0.37%
HIGH DIV YLD
MO
0.37%
COM
TIP
0.37%
TIPS BD ETF
PM
0.35%
COM
STZ
0.35%
CL A
FLOT
0.35%
FLTG RATE BD ETF
BSV
0.34%
SHORT TRM BOND
ING GROU...
0.33%
COM
GIS
0.33%
COM
FBNC
0.32%
COM
TMO
0.31%
COM
XLE
0.3%
SBI INT-ENERGY
RY
0.3%
COM
SYY
0.3%
COM
WFC
0.3%
COM
DE
0.29%
COM
GOOG
0.29%
CAP STK CL C
PREFERRE...
0.29%
COM
RENAISSA...
0.29%
COM
VGK
0.28%
FTSE EUROPE ETF
MUB
0.28%
NAT AMT FREE BD
AEGON NV...
0.27%
COM
AGN
0.27%
SHS
VIG
0.26%
DIV APP ETF
KO
0.24%
COM
T
0.24%
COM
VCSH
0.23%
SHRT TRM CORP BD
GE
0.23%
COM
ANNALY C...
0.22%
COM
EFA
0.22%
MSCI EAFE ETF
GABELLI ...
0.21%
PFD
UTX
0.2%
COM
MMM
0.2%
COM
TTC
0.2%
COM
SPY
0.19%
TR UNIT
NSRGY
0.18%
COM
BBT
0.18%
COM
ABT
0.18%
COM
QCOM
0.17%
COM
VTEB
0.17%
TAX-EXEMPT BD
ASSURED ...
0.16%
COM
BMY
0.16%
COM
BAX
0.16%
COM
ENB
0.16%
COM
ORCL
0.16%
COM
IJH
0.15%
CORE S&P MCP ETF
D
0.15%
COM
BABA
0.14%
SPONSORED ADS
IBM
0.14%
COM
IWR
0.14%
RUS MID-CAP ETF
ABBV
0.14%
COM
IAU
0.13%
ISHARES
LLY
0.13%
COM
IYR
0.13%
U.S. REAL ES ETF
FCPT
0.12%
COM
ES
0.12%
COM
HTBI
0.11%
COM
MDLZ
0.11%
CL A
PUBLIC S...
0.11%
COM
XLV
0.11%
SBI HEALTHCARE
FDX
0.11%
COM
TSS
0.11%
COM
CAPITAL ...
0.11%
COM
VXUS
0.11%
VG TL INTL STK F
UN
0.11%
N Y SHS NEW
AME
0.11%
COM
KMB
0.11%
COM
BHK
0.1%
SHS BEN INT
HRS
0.1%
COM
MMP
0.1%
COM UNIT RP LP
PEG
0.09%
COM
HON
0.09%
COM
IJR
0.09%
CORE S&P SCP ETF
BSX
0.09%
COM
ALLSTATE...
0.09%
COM
HST
0.09%
COM
DJP
0.09%
DJUBS CMDT ETN36
ACN
0.08%
SHS CLASS A
NNC
0.08%
COM
PYPL
0.08%
COM
IWO
0.08%
RUS 2000 GRW ETF
FITB
0.08%
COM
YUM
0.08%
COM
RSCO
0.08%
SM CAP COMPLETE
PARTNERR...
0.08%
COM
SO
0.08%
COM
GOLDMAN ...
0.08%
COM
VDE
0.08%
ENERGY ETF
WM
0.08%
COM
BA
0.07%
COM
NSC
0.07%
COM
BGR
0.07%
COM
NOC
0.15%
COM
EPD
0.12%
COM
MCK
0.09%
COM