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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
49
3
1
3
0
0
25
2
1
ALTAVISTA WEALTH MANAGEMENT INC

Time Period2017-12-31

Total Holdings143

Total Value ($x1000)236,703
Activities
New11

Increased77

Unchanged18

Decreased37

Sold Out5

Top 10 Stock Holdingstotal 29.16%
BRK.B3.96

AAPL3.09

MSFT3.08

INTC3.03

XOM2.9

 
JNJ2.86

PEP2.76

WMT2.6

CSCO2.56

MCD2.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
3.96%
CL B NEW
AAPL
3.09%
COM
MSFT
3.08%
COM
INTC
3.03%
COM
XOM
2.9%
COM
JNJ
2.86%
COM
PEP
2.76%
COM
WMT
2.6%
COM
CSCO
2.56%
COM
MCD
2.32%
COM
SYK
2.28%
COM
LNC
2.17%
COM
LOW
2.16%
COM
GOOGL
2.1%
CAP STK CL A
ROP
2.04%
COM
FB
2.02%
CL A
HD
1.84%
COM
PG
1.78%
COM
JPM
1.73%
COM
TSCO
1.68%
COM
GLW
1.64%
COM
DIS
1.63%
COM DISNEY
UNP
1.46%
COM
MET
1.28%
COM
VLO
1.25%
COM
UNH
1.18%
COM
PFE
1.16%
COM
GLD
1.16%
GOLD SHS
AMZN
1.14%
COM
AGN
1.08%
SHS
ECL
1.07%
COM
AGG
1.06%
CORE TOTUSBD ETF
MCK
1.02%
COM
ITM
1%
AMT FREE INT ETF
SWK
0.99%
COM
DRI
0.89%
COM
GE
0.86%
COM
IBB
0.86%
NASDQ BIOTEC ETF
UL
0.82%
SPON ADR NEW
CVS
0.81%
COM
WFC
0.78%
COM
VTI
0.75%
TOTAL STK MKT
SHM
0.73%
NUVN BR SHT MUNI
EMR
0.69%
COM
BSV
0.67%
SHORT TRM BOND
PM
0.63%
COM
VZ
0.62%
COM
DUK
0.62%
COM NEW
MO
0.61%
COM
BAC
0.57%
COM
FBNC
0.56%
COM
CVX
0.54%
COM
TIP
0.53%
TIPS BD ETF
ADP
0.51%
COM
COP
0.51%
COM
XLF
0.48%
SBI INT-FINL
ING GROU...
0.46%
COM
GIS
0.46%
COM
PREFERRE...
0.45%
COM
MUB
0.45%
NAT AMT FREE BD
AMGN
0.44%
COM
DE
0.43%
COM
MRK
0.43%
COM
FLOT
0.42%
FLTG RATE BD ETF
BGR
0.41%
COM
RENAISSA...
0.4%
COM
NEE
0.39%
COM
RY
0.39%
COM
T
0.38%
COM
SYY
0.37%
COM
GOOG
0.36%
CAP STK CL C
AEGON NV...
0.36%
COM
VEU
0.35%
ALLWRLD EX US
BMY
0.34%
COM
KO
0.33%
COM
VOO
0.32%
SHS
VCSH
0.3%
SHRT TRM CORP BD
GABELLI ...
0.3%
PFD
APTV
0.3%
SHS
QCOM
0.3%
COM
MMM
0.28%
COM
NNC
0.24%
COM
SPY
0.24%
TR UNIT
BBT
0.23%
COM
ANNALY C...
0.23%
COM
TTC
0.22%
COM
VIG
0.22%
DIV APP ETF
PUBLIC S...
0.21%
COM
USDU
0.21%
BLMBG US BULL
NSRGY
0.21%
COM
UTX
0.21%
COM
EFA
0.21%
MSCI EAFE ETF
ABBV
0.2%
COM
D
0.2%
COM
ASSURED ...
0.19%
COM
ORCL
0.19%
COM
RWR
0.19%
DJ REIT ETF
IEFA
0.18%
CORE MSCI EAFE
CMCSA
0.18%
CL A
IBM
0.18%
COM
FDX
0.18%
COM
GOLDMAN ...
0.18%
COM
VGK
0.17%
FTSE EUROPE ETF
MDT
0.17%
SHS
KHC
0.17%
COM
IWR
0.17%
RUS MID-CAP ETF
BAX
0.17%
COM
TGT
0.16%
COM
CAPITAL ...
0.16%
COM
ALLSTATE...
0.16%
COM
ABT
0.15%
COM
TSS
0.14%
COM
CELG
0.14%
COM
VXUS
0.14%
VG TL INTL STK F
BHK
0.14%
SHS BEN INT
HTBI
0.14%
COM
IYR
0.14%
U.S. REAL ES ETF
ENB
0.13%
COM
MDLZ
0.13%
CL A
FCPT
0.13%
COM
PYPL
0.13%
COM
MMP
0.13%
COM UNIT RP LP
XLE
0.12%
SBI INT-ENERGY
EPD
0.12%
COM
KMB
0.12%
COM
FITB
0.12%
COM
DWDP
0.12%
COM
HRS
0.12%
COM
BA
0.11%
COM
OXY
0.11%
COM
GILD
0.11%
COM
MA
0.11%
CL A
SO
0.1%
COM
LQD
0.1%
IBOXX INV CP ETF
YUM
0.1%
COM
HON
0.1%
COM
HEZU
0.1%
CUR HDG MS EMU
VWO
0.1%
FTSE EMR MKT ETF
SUNTRUST...
0.1%
COM
PEG
0.09%
COM
UN
0.09%
N Y SHS NEW
OSTK
0.09%
COM
KR
0.09%
COM
CL
0.13%
COM
DLPH
0.12%
SHS
BIIB
0.11%
COM
CNMD
0.1%
COM
BTI
0.1%
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