Altavista Wealth Management, Inc.

13F filer, CIK 1434981, ASHEVILLE, NC

Altavista Wealth Management, Inc. reported $292,962,000 across 154 holdings for the quarter ended 2020-03-31, in a 13F-HR filed 2020-05-14. Its ten largest share positions make up 39.04% of the portfolio.

Filed 2020-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC13F-HR 0001398344-20-010109

Period: 2020-03-31
Reported value: $293M
Holdings: 154
Top 10 weight: 39.04%
New: 10
Sold out: 26

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VGITnew	+31,870	$2.25M
VEUadded	+50,929	$2.09M
IJHadded	+8,169	$1.18M
BRK-Badded	+5,955	$1.09M
JNJadded	+7,014	$920K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AGGreduced	-6,940	-$801K
RENAISSANCERE HOLDINGSexited	-30,730	-$798K
LNCreduced	-26,233	-$690K
BSVreduced	-6,410	-$527K
GLWreduced	-24,544	-$504K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2020

Share positions as resolved from 13F-HR 0001398344-20-010109, largest first. % of portfolio is the value over $292,958,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AGGISHARES TR	374,670	$43.2M	14.76%	-6,940	Timeline
AAPLAPPLE INC	41,090	$10.4M	3.57%	-608	Timeline
MSFTMICROSOFT CORP	65,939	$10.4M	3.55%	-1,074	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	55,127	$10.1M	3.44%	+5,955	Timeline
INTCINTEL CORP	138,650	$7.5M	2.56%	-2,654	Timeline
JNJJOHNSON & JOHNSON	56,893	$7.46M	2.55%	+7,014	Timeline
PEPPEPSICO INC	57,564	$6.91M	2.36%	-332	Timeline
TIPXSPDR SERIES TRUST	320,477	$6.29M	2.15%	+22,338	Timeline
WMTWALMART INC	54,745	$6.22M	2.12%	-3	Timeline
IEFAISHARES TR	116,956	$5.83M	1.99%	+13,002	Timeline
CSCOCISCO SYS INC	145,779	$5.73M	1.96%	+12,755	Timeline
TSCOTRACTOR SUPPLY CO	64,343	$5.44M	1.86%	+1,916	Timeline
ROPROPER TECHNOLOGIES INC	17,321	$5.4M	1.84%	+501	Timeline
AMZNAMAZON COM INC	2,750	$5.36M	1.83%	+61	Timeline
GOOGLALPHABET INC	4,534	$5.27M	1.8%	+294	Timeline
GLDSPDR GOLD TR	33,681	$4.99M	1.7%	-1,433	Timeline
SYKSTRYKER CORPORATION	29,082	$4.84M	1.65%	+827	Timeline
MCDMCDONALDS CORP	28,421	$4.7M	1.6%	+483	Timeline
METAMETA PLATFORMS INC	27,216	$4.54M	1.55%	+411	Timeline
BILSPDR SERIES TRUST	48,365	$4.43M	1.51%	+3,503	Timeline
VEUVANGUARD INTL EQUITY INDEX F	107,698	$4.42M	1.51%	+50,929	Timeline
JPMJPMORGAN CHASE & CO	48,508	$4.37M	1.49%	+3,861	Timeline
LOWLOWES COS INC	50,649	$4.36M	1.49%	-863	Timeline
PFEPFIZER INC	129,489	$4.23M	1.44%	+11,242	Timeline
HDHOME DEPOT INC	21,758	$4.06M	1.39%	+400	Timeline
DISDISNEY WALT CO	38,664	$3.73M	1.27%	+3,785	Timeline
UNPUNION PAC CORP	24,850	$3.5M	1.2%	+795	Timeline
PGPROCTER & GAMBLE CO	31,385	$3.45M	1.18%	-505	Timeline
IEMGISHARES INC	84,648	$3.43M	1.17%	+3,539	Timeline
UNILEVER PLCUNILEVER PLC	59,678	$3.02M	1.03%	+3,561
MAMASTERCARD INCORPORATED	12,438	$3M	1.03%	+2,002	Timeline
ECLECOLAB INC	19,183	$2.99M	1.02%	+1,320	Timeline
VGITVANGUARD SCOTTSDALE FDS	31,870	$2.25M	0.77%	new	Timeline
IBBISHARES TR	20,744	$2.23M	0.76%	+603	Timeline
VLOVALERO ENERGY CORP	48,181	$2.19M	0.75%	+10,463	Timeline
VOOVANGUARD INDEX FDS	9,015	$2.13M	0.73%	+1,868	Timeline
SWKSTANLEY BLACK & DECKER INC	20,073	$2.01M	0.69%	+3,048	Timeline
VTIVANGUARD INDEX FDS	15,023	$1.94M	0.66%	+401	Timeline
UNHUNITEDHEALTH GROUP INC	7,080	$1.77M	0.6%	-1,232	Timeline
ITMVANECK ETF TRUST	35,658	$1.75M	0.6%	+1,483	Timeline
TGTTARGET CORP	18,191	$1.69M	0.58%	-218	Timeline
IJHISHARES TR	11,293	$1.62M	0.55%	+8,169	Timeline
BACBANK OF AMER CORP	75,510	$1.6M	0.55%	+10,196	Timeline
REETISHARES TR	83,462	$1.6M	0.55%	+31,259	Timeline
BUDANHEUSER BUSCH INBEV SA NV	33,925	$1.5M	0.51%	+12,706	Timeline
NEENEXTERA ENERGY INC	6,147	$1.48M	0.5%	+600	Timeline
SHMSPDR SERIES TRUST	29,528	$1.44M	0.49%	+431	Timeline
VGSHVANGUARD SCOTTSDALE FDS	22,780	$1.42M	0.48%	-1,800	Timeline
DUKDUKE ENERGY CORP NEW	17,003	$1.38M	0.47%	+1,306	Timeline
VZVERIZON COMMUNICATIONS INC	25,176	$1.35M	0.46%	+1,783	Timeline
ADPAUTOMATIC DATA PROCESSING IN	8,788	$1.2M	0.41%	-800	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	4,189	$1.19M	0.41%	+640	Timeline
AMGNAMGEN INC	5,635	$1.14M	0.39%	-47	Timeline
MRKMERCK & CO INC	14,796	$1.14M	0.39%	+858	Timeline
XOMEXXON MOBIL CORP	29,879	$1.14M	0.39%	-4,589	Timeline
GLWCORNING INC	54,263	$1.11M	0.38%	-24,544	Timeline
TIPISHARES TR	9,298	$1.1M	0.37%	-1,100	Timeline
LNCLINCOLN NATL CORP IND	40,696	$1.07M	0.37%	-26,233	Timeline
APTIV PLCAPTIV PLC	21,309	$1.05M	0.36%	+2,126
STZCONSTELLATION BRANDS INC	6,735	$966K	0.33%	+905	Timeline
CVXCHEVRON CORPORATION	13,204	$957K	0.33%	+930	Timeline
ING GROEP N VING GROEP N V	36,038	$897K	0.31%	-1,940
TRVTRAVELERS COMPANIES INC	8,825	$877K	0.3%	+281	Timeline
IJRISHARES TR	14,876	$835K	0.29%	+10,043	Timeline
PMPHILIP MORRIS INTL INC	11,257	$821K	0.28%	+1,000	Timeline
MUBISHARES TR	7,039	$795K	0.27%	+98	Timeline
TAT&T INC	26,965	$786K	0.27%	+2,290	Timeline
GOOGALPHABET INC	661	$769K	0.26%	+79	Timeline
VIGVANGUARD SPECIALIZED FUNDS	7,292	$754K	0.26%	+292	Timeline
COPCONOCOPHILLIPS	24,448	$753K	0.26%	+1,538	Timeline
DRIDARDEN RESTAURANTS INC	13,775	$750K	0.26%	-8,656	Timeline
GISGENERAL MILLS INC	13,861	$731K	0.25%	-2,150	Timeline
DJPBARCLAYS BANK PLC	41,688	$689K	0.24%	+22,999	Timeline
VGKVANGUARD INTL EQUITY INDEX F	15,724	$681K	0.23%	-1,960	Timeline
MOALTRIA GROUP INC	16,917	$654K	0.22%	+826	Timeline
DEDEERE & CO	4,533	$626K	0.21%	-525	Timeline
KOCOCA COLA CO	14,017	$620K	0.21%	-9	Timeline
AVGOBROADCOM INC	2,605	$618K	0.21%	+1,280	Timeline
RYROYAL BK CDA	10,038	$618K	0.21%	0	Timeline
FBNCFIRST BANCORP N C	25,839	$596K	0.2%	+354	Timeline
NBTBNBT BANCORP INC	17,897	$580K	0.2%	0	Timeline
EMREMERSON ELEC CO	12,074	$575K	0.2%	-1,911	Timeline
CVSCVS HEALTH CORP	9,332	$554K	0.19%	-6,986	Timeline
GPNGLOBAL PMTS INC	3,786	$546K	0.19%	-487	Timeline
VYMVANGUARD WHITEHALL FDS	7,550	$534K	0.18%	-2,940	Timeline
BMYBRISTOL-MYERS SQUIBB CO	9,458	$527K	0.18%	+400	Timeline
TTCTORO CO	8,000	$521K	0.18%	0	Timeline
ORCLORACLE CORP	10,580	$511K	0.17%	+300	Timeline
ABTABBOTT LABORATORIES	6,430	$507K	0.17%	+200	Timeline
Gabelli Divid & Incm PfdGabelli Divid & Incm Pfd	19,907	$503K	0.17%	-790
SPYSTATE STR SPDR S&P 500 ETF T	1,949	$502K	0.17%	0	Timeline
BABAALIBABA GROUP HLDG LTD	2,540	$494K	0.17%	+340	Timeline
VWOVANGUARD INTL EQUITY INDEX F	14,008	$470K	0.16%	new	Timeline
QCOMQUALCOMM INC	6,910	$467K	0.16%	+20	Timeline
NSRGYNESTLE SA-SPONS ADR	4,469	$460K	0.16%	-881	Timeline
ANNALY CAP MGMT INC PFD SER…ANNALY CAP MGMT INC PFD SER F	25,795	$458K	0.16%	+1,850
FLOTISHARES TR	9,379	$457K	0.16%	-929	Timeline
VXUSVANGUARD STAR FDS	10,895	$457K	0.16%	+3,750	Timeline
SYYSYSCO CORP	9,911	$452K	0.15%	-1,606	Timeline
VTEBVANGUARD MUN BD FDS	8,290	$439K	0.15%	-2,278	Timeline
BAXBAXTER INTL INC	5,268	$428K	0.15%	0	Timeline
ASSURED GUARANTY MUNIASSURED GUARANTY MUNI	16,985	$417K	0.14%	-35
YUMYUM BRANDS INC	5,930	$406K	0.14%	0	Timeline
WFCWELLS FARGO & CO	14,084	$404K	0.14%	-1,277	Timeline
DDOMINION ENERGY INC	5,452	$394K	0.13%	-161	Timeline
MMM3M CO	2,806	$383K	0.13%	+361	Timeline
LLYELI LILLY & CO	2,750	$381K	0.13%	new	Timeline
SOSOUTHERN CO	7,022	$380K	0.13%	+1,000	Timeline
CAPITAL ONE FINL CORP PFD S…CAPITAL ONE FINL CORP PFD SER F	15,290	$367K	0.13%	+1,050
ABBVABBVIE INC	4,747	$362K	0.12%	+50	Timeline
ENBENBRIDGE INC	12,300	$358K	0.12%	+138	Timeline
UNITED TECHNOLOGIES CORPUNITED TECHNOLOGIES CORP	3,778	$356K	0.12%	-151
ESEVERSOURCE ENERGY	4,527	$354K	0.12%	+1,367	Timeline
MDLZMONDELEZ INTL INC	7,042	$353K	0.12%	0	Timeline
TFCTRUIST FINL CORP	10,854	$335K	0.11%	0	Timeline
EFAISHARES TR	6,250	$334K	0.11%	-2,882	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,005	$333K	0.11%	-50	Timeline
VCSHVANGUARD SCOTTSDALE FDS	4,215	$333K	0.11%	0	Timeline
ISHARES GOLD TRUSTISHARES GOLD TRUST	22,050	$332K	0.11%	-2,000
XLVSELECT SECTOR SPDR TR	3,710	$329K	0.11%	-122	Timeline
NOCNORTHROP GRUMMAN CORP	1,079	$326K	0.11%	0	Timeline
VVISA INC	1,983	$320K	0.11%	+900	Timeline
Public Storage 5.3Public Storage 5.3	13,190	$318K	0.11%	-821
IWRISHARES TR	7,200	$311K	0.11%	0	Timeline
TXNTEXAS INSTRS INC	3,092	$309K	0.11%	+40	Timeline
KMBKIMBERLY-CLARK CORP	2,409	$308K	0.11%	0	Timeline
NVDANVIDIA CORPORATION	1,150	$303K	0.1%	new	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,633	$294K	0.1%	-12	Timeline
COFCAPITAL ONE FINL CORP	5,570	$281K	0.1%	0	Timeline
IYRISHARES TR	3,985	$277K	0.09%	-590	Timeline
BSVVANGUARD BD INDEX FDS	3,360	$276K	0.09%	-6,410	Timeline
VBKVANGUARD INDEX FDS	1,832	$275K	0.09%	new	Timeline
ETNEATON CORP PLC	3,467	$269K	0.09%	+115	Timeline
TTTRANE TECHNOLOGIES PLC	3,155	$261K	0.09%	new	Timeline
BHKBLACKROCK CORE BD TR	19,750	$261K	0.09%	0	Timeline
PepsiCo Inc Put Opt 01/21 1…PepsiCo Inc Put Opt 01/21 115.0 0…	210	$258K	0.09%	new
NOKNOKIA CORP	82,800	$257K	0.09%	+15,600	Timeline
YUMCYUM CHINA HLDGS INC	5,981	$255K	0.09%	0	Timeline
AMEAMETEK INC	3,500	$252K	0.09%	0	Timeline
FCPTFOUR CORNERS PPTY TR INC	12,957	$242K	0.08%	0	Timeline
XLESELECT SECTOR SPDR TR	8,250	$240K	0.08%	+320	Timeline
MAGELLAN MIDSTREAM PARTNERS…MAGELLAN MIDSTREAM PARTNERS, L	6,415	$234K	0.08%	+1,170
ACNACCENTURE PLC IRELAND	1,418	$232K	0.08%	+170	Timeline
GENERAL ELEC COGENERAL ELEC CO	29,016	$230K	0.08%	-15,861
HSTHOST HOTELS & RESORTS INC	20,042	$221K	0.08%	+1,564	Timeline
Darden Restaurants Inc Put …Darden Restaurants Inc Put Opt 01…	50	$220K	0.08%	new
XLKSELECT SECTOR SPDR TR	2,700	$217K	0.07%	+500	Timeline
XLFSELECT SECTOR SPDR TR	10,260	$214K	0.07%	-15,536	Timeline
HONHONEYWELL INTL INC	1,569	$210K	0.07%	-33	Timeline
GSPRAGOLDMAN SACHS GROUP INC DEP SH	10,877	$206K	0.07%	-700	Timeline
NSCNORFOLK SOUTHN CORP	1,399	$204K	0.07%	new	Timeline
PARTNERRE 6.5 SERIES G CUM …PARTNERRE 6.5 SERIES G CUM RE	8,289	$204K	0.07%	new
XNEAXNUVEEN AMT FREE QLTY MUN INC	14,962	$203K	0.07%	0	Timeline
HTBHOMETRUST BANCSHARES INC	12,600	$201K	0.07%	0	Timeline

Sold out in Q1 2020

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
RENAISSANCERE HOLDINGSRENAISSANCERE HOLDINGS	30,730	$798K	shares
INGERSOLL-RAND PLCINGERSOLL-RAND PLC	3,155	$419K	shares
DDDUPONT DE NEMOURS INC	4,744	$305K	shares
Royal Dutch Shell Plc Adr C…Royal Dutch Shell Plc Adr Cl A	5,100	$301K	shares
FITBFIFTH THIRD BANCORP	9,199	$283K	shares
BSXBOSTON SCIENTIFIC CORP	6,098	$276K	shares
DOWDOW HLDGS INC	4,964	$272K	shares
XLUSELECT SECTOR SPDR TR	4,160	$269K	shares
ALLERGAN PLCALLERGAN PLC	1,390	$266K	shares
PEGPUBLIC SVC ENTERPRISE GROUP	4,437	$262K	shares
FDXFEDEX CORP	1,673	$253K	shares
IWOISHARES TR	1,183	$253K	shares
SPMDSPDR SERIES TRUST	6,715	$243K	shares
RAYTHEON CORAYTHEON CO	1,103	$242K	shares
PAYXPAYCHEX INC	2,834	$241K	shares
WMWASTE MGMT INC DEL	2,055	$234K	shares
CCLCARNIVAL CORP	4,445	$226K	shares
PYPLPAYPAL HLDGS INC	1,974	$214K	shares
AQUA AMERICA INCAQUA AMERICA INC	4,553	$214K	shares
SPEMSPDR INDEX SHS FDS	5,630	$212K	shares
AMERICAN NATL BANKSHARES INCAMERICAN NATL BANKSHARES INC	5,302	$210K	shares
VPLVANGUARD INTL EQUITY INDEX F	2,996	$208K	shares
BABOEING CO	632	$206K	shares
BDXBECTON DICKINSON & CO	752	$205K	shares
VGTVANGUARD WORLD FD	830	$203K	shares
XPHSPDR SERIES TRUST	4,400	$201K	shares

How Q1 2020 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001398344-20-010109	base		2020-05-14	acceptance time not in the bulk data set	2026-10-07 18:53:21 UTC