Altavista Wealth Management, Inc. Buys Vanguard Total Bond Market ETF, Prosperity Bancshares Inc, JPMorgan Equity Premium Income ETF, Sells Medtronic PLC, Kyndryl Holdings Inc

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Feb 16, 2022
Asheville, NC, based Investment company Altavista Wealth Management, Inc. (Current Portfolio) buys Vanguard Total Bond Market ETF, Prosperity Bancshares Inc, JPMorgan Equity Premium Income ETF, Utilities Select Sector SPDR ETF, Lockheed Martin Corp, sells Medtronic PLC, Kyndryl Holdings Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Altavista Wealth Management, Inc.. As of 2021Q4, Altavista Wealth Management, Inc. owns 188 stocks with a total value of $494 million. These are the details of the buys and sells.

For the details of Altavista Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/altavista+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Altavista Wealth Management, Inc.
  1. iShares Core U.S. Aggregate Bond ETF (AGG) - 500,106 shares, 11.54% of the total portfolio. Shares reduced by 0.75%
  2. Apple Inc (AAPL) - 139,135 shares, 5.00% of the total portfolio. Shares added by 0.52%
  3. Microsoft Corp (MSFT) - 56,300 shares, 3.83% of the total portfolio. Shares added by 0.32%
  4. Berkshire Hathaway Inc (BRK.B) - 56,062 shares, 3.39% of the total portfolio. Shares added by 1.58%
  5. Tractor Supply Co (TSCO) - 62,101 shares, 3.00% of the total portfolio.
New Purchase: Prosperity Bancshares Inc (PB)

Altavista Wealth Management, Inc. initiated holding in Prosperity Bancshares Inc. The purchase prices were between $69.33 and $78.34, with an estimated average price of $74. The stock is now traded at around $76.020000. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,292 shares as of 2021-12-31.

New Purchase: Utilities Select Sector SPDR ETF (XLU)

Altavista Wealth Management, Inc. initiated holding in Utilities Select Sector SPDR ETF. The purchase prices were between $63.39 and $71.58, with an estimated average price of $67.08. The stock is now traded at around $66.300000. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,058 shares as of 2021-12-31.

New Purchase: Lockheed Martin Corp (LMT)

Altavista Wealth Management, Inc. initiated holding in Lockheed Martin Corp. The purchase prices were between $326.31 and $376.33, with an estimated average price of $345.82. The stock is now traded at around $386.900000. The impact to a portfolio due to this purchase was 0.04%. The holding were 590 shares as of 2021-12-31.

New Purchase: Goldman Sachs Access Ultra Short Bond ETF (GSST)

Altavista Wealth Management, Inc. initiated holding in Goldman Sachs Access Ultra Short Bond ETF. The purchase prices were between $50.46 and $50.57, with an estimated average price of $50.51. The stock is now traded at around $50.410000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,050 shares as of 2021-12-31.

New Purchase: Corteva Inc (CTVA)

Altavista Wealth Management, Inc. initiated holding in Corteva Inc. The purchase prices were between $41.95 and $48.7, with an estimated average price of $45.62. The stock is now traded at around $51.460000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,259 shares as of 2021-12-31.

New Purchase: VanEck Vectors Semiconductor ETF (SMH)

Altavista Wealth Management, Inc. initiated holding in VanEck Vectors Semiconductor ETF. The purchase prices were between $248.48 and $316.56, with an estimated average price of $288.38. The stock is now traded at around $279.430000. The impact to a portfolio due to this purchase was 0.04%. The holding were 675 shares as of 2021-12-31.

Added: Vanguard Total Bond Market ETF (BND)

Altavista Wealth Management, Inc. added to a holding in Vanguard Total Bond Market ETF by 92.03%. The purchase prices were between $83.93 and $85.34, with an estimated average price of $84.65. The stock is now traded at around $81.210000. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,307 shares as of 2021-12-31.

Added: JPMorgan Equity Premium Income ETF (JEPI)

Altavista Wealth Management, Inc. added to a holding in JPMorgan Equity Premium Income ETF by 109.77%. The purchase prices were between $57.83 and $62.79, with an estimated average price of $60.46. The stock is now traded at around $60.310000. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,950 shares as of 2021-12-31.

Added: iShares U.S. Real Estate ETF (IYR)

Altavista Wealth Management, Inc. added to a holding in iShares U.S. Real Estate ETF by 21.18%. The purchase prices were between $101.98 and $116.14, with an estimated average price of $108.78. The stock is now traded at around $103.200000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,180 shares as of 2021-12-31.

Added: Baxter International Inc (BAX)

Altavista Wealth Management, Inc. added to a holding in Baxter International Inc by 26.29%. The purchase prices were between $74.57 and $87.19, with an estimated average price of $80.52. The stock is now traded at around $85.130000. The impact to a portfolio due to this purchase was 0.02%. The holding were 4,804 shares as of 2021-12-31.

Sold Out: Medtronic PLC (MDT)

Altavista Wealth Management, Inc. sold out a holding in Medtronic PLC. The sale prices were between $99.53 and $127.75, with an estimated average price of $115.4.

Sold Out: Kyndryl Holdings Inc (KD)

Altavista Wealth Management, Inc. sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.



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