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Altavista Wealth Management, Inc.13F | |
Altavista Wealth Management, Inc. | |
Last update 2022-02-16 | 188 Stocks (7 new) |
Value $494.00 Mil | Turnover 2 % |
Altavista Wealth Management, I... Top Holdings of 2021-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 500,106 | 57,052.0 | -0.75% | 11.540 | -0.10% | 0.060 | +0.98% | +3.38% | 128,013.2 | ||
AAPL | Apple Inc | 139,135 | 24,706.0 | +0.52% | 5.000 | +0.03% | 0.000 | +3.23% | -14.01% | 3,208,439.5 | Hardware | |
MSFT | Microsoft Corp | 56,300 | 18,935.0 | +0.32% | 3.830 | +0.01% | 0.000 | +32.38% | +21.88% | 3,803,604.3 | Software | |
BRK.B | Berkshire Hathaway Inc | 56,062 | 16,763.0 | +1.58% | 3.390 | +0.05% | 0.000 | -9.21% | +6.48% | 1,040,811.4 | Insurance | |
TSCO | Tractor Supply Co | 310,505 | 14,817.0 | 0% | 3.000 | 0% | 0.060 | +23.20% | +14.23% | 31,859.9 | Retail - Cyclical | |
TIPX | SPDR Bloomberg 1-10 Year TIPS ETF | 592,695 | 12,518.0 | -0.85% | 2.530 | -0.02% | 0.830 | +1.36% | +5.23% | 1,737.6 | ||
MMM | 3M Co | 69,540 | 12,352.0 | +0.29% | 2.500 | +0.01% | 0.010 | +8.09% | +16.86% | 79,564.2 | Conglomerates | |
PEP | PepsiCo Inc | 68,503 | 11,900.0 | +0.20% | 2.410 | 0% | 0.000 | +7.86% | -3.17% | 197,640.0 | Beverages - Non-Alcoholic | |
LOW | Lowe's Companies Inc | 44,424 | 11,483.0 | +0.77% | 2.320 | +0.02% | 0.010 | +2.58% | -6.81% | 126,984.0 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 77,420 | 11,213.0 | +1.31% | 2.270 | +0.03% | 0.000 | +21.03% | +1.95% | 2,337,550.6 | Interactive Media |
Altavista Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Altavista Wealth Management, Inc. Total Holding History ($B)
Altavista Wealth Management, Inc.'s Asset Allocation
Altavista Wealth Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Altavista Wealth Management, Inc.'s Hypothetical Growth since 2021-12-31
Altavista Wealth Management, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Altavista Wealth Management, Inc.'s Holdings Heat Map
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Altavista Wealth Management, Inc.'s Holdings Bubble Chart
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