Altavista Wealth Management, Inc.

13F filer, CIK 1434981, ASHEVILLE, NC

Altavista Wealth Management, Inc. reported $345,231,000 across 168 holdings for the quarter ended 2020-06-30, in a 13F-HR filed 2020-08-13. Its ten largest share positions make up 37.28% of the portfolio.

Filed 2020-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC13F-HR 0001398344-20-015705

Period: 2020-06-30
Reported value: $345M
Holdings: 168
Top 10 weight: 37.28%
New: 20
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IEFAadded	+24,848	$1.42M
AVGOadded	+4,423	$1.4M
IJHadded	+7,556	$1.34M
VEUadded	+23,673	$1.13M
TIPXadded	+47,947	$975K

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	-14,301	-$1.69M
BACreduced	-39,305	-$934K
AAPLreduced	-2,464	-$899K
ING GROEP N Vexited	-36,038	-$897K
TRVreduced	-6,901	-$786K

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, Q2 2020

Share positions as resolved from 13F-HR 0001398344-20-015705, largest first. % of portfolio is the value over $345,233,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AGGISHARES TR	360,369	$42.6M	12.34%	-14,301	Timeline
AAPLAPPLE INC	38,626	$14.1M	4.08%	-2,464	Timeline
MSFTMICROSOFT CORP	64,325	$13.1M	3.79%	-1,614	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	56,185	$10M	2.91%	+1,058	Timeline
PEPPEPSICO INC	64,883	$8.58M	2.49%	+7,319	Timeline
TSCOTRACTOR SUPPLY CO	64,325	$8.48M	2.46%	-18	Timeline
JNJJOHNSON & JOHNSON	57,746	$8.12M	2.35%	+853	Timeline
INTCINTEL CORP	135,595	$8.11M	2.35%	-3,055	Timeline
IEFAISHARES TR	141,804	$8.11M	2.35%	+24,848	Timeline
TIPXSPDR SERIES TRUST	368,424	$7.49M	2.17%	+47,947	Timeline
AMZNAMAZON COM INC	2,575	$7.1M	2.06%	-175	Timeline
CSCOCISCO SYS INC	150,129	$7M	2.03%	+4,350	Timeline
LOWLOWES COS INC	50,577	$6.83M	1.98%	-72	Timeline
ROPROPER TECHNOLOGIES INC	17,109	$6.64M	1.92%	-212	Timeline
WMTWALMART INC	54,508	$6.53M	1.89%	-237	Timeline
GOOGLALPHABET INC	4,445	$6.3M	1.83%	-89	Timeline
VEUVANGUARD INTL EQUITY INDEX F	131,371	$6.25M	1.81%	+23,673	Timeline
METAMETA PLATFORMS INC	26,708	$6.06M	1.76%	-508	Timeline
SYKSTRYKER CORPORATION	30,091	$5.42M	1.57%	+1,009	Timeline
MCDMCDONALDS CORP	29,243	$5.39M	1.56%	+822	Timeline
HDHOME DEPOT INC	21,378	$5.36M	1.55%	-380	Timeline
GLDSPDR GOLD TR	29,432	$4.93M	1.43%	-4,249	Timeline
JPMJPMORGAN CHASE & CO	48,071	$4.52M	1.31%	-437	Timeline
DISDISNEY WALT CO	39,032	$4.35M	1.26%	+368	Timeline
PFEPFIZER INC	131,691	$4.31M	1.25%	+2,202	Timeline
UNPUNION PAC CORP	25,321	$4.28M	1.24%	+471	Timeline
BILSPDR SERIES TRUST	43,588	$3.99M	1.16%	-4,777	Timeline
IEMGISHARES INC	81,106	$3.86M	1.12%	-3,542	Timeline
ECLECOLAB INC	19,164	$3.81M	1.1%	-19	Timeline
MAMASTERCARD INCORPORATED	12,673	$3.75M	1.09%	+235	Timeline
PGPROCTER & GAMBLE CO	30,371	$3.63M	1.05%	-1,014	Timeline
VOOVANGUARD INDEX FDS	11,884	$3.37M	0.98%	+2,869	Timeline
IJHISHARES TR	18,849	$3.35M	0.97%	+7,556	Timeline
UNILEVER PLCUNILEVER PLC	59,848	$3.28M	0.95%	+170
IBBISHARES TR	20,652	$2.82M	0.82%	-92	Timeline
SWKSTANLEY BLACK & DECKER INC	19,819	$2.76M	0.8%	-254	Timeline
VLOVALERO ENERGY CORP	40,587	$2.39M	0.69%	-7,594	Timeline
VTIVANGUARD INDEX FDS	14,503	$2.27M	0.66%	-520	Timeline
REETISHARES TR	106,267	$2.22M	0.64%	+22,805	Timeline
AVGOBROADCOM INC	7,028	$2.22M	0.64%	+4,423	Timeline
VGITVANGUARD SCOTTSDALE FDS	31,170	$2.2M	0.64%	-700	Timeline
TGTTARGET CORP	17,934	$2.15M	0.62%	-257	Timeline
VGSHVANGUARD SCOTTSDALE FDS	33,680	$2.1M	0.61%	+10,900	Timeline
UNHUNITEDHEALTH GROUP INC	6,914	$2.04M	0.59%	-166	Timeline
BUDANHEUSER BUSCH INBEV SA NV	40,811	$2.01M	0.58%	+6,886	Timeline
ITMVANECK ETF TRUST	38,976	$1.99M	0.57%	+3,318	Timeline
XOMEXXON MOBIL CORP	39,662	$1.77M	0.51%	+9,783	Timeline
IJRISHARES TR	22,843	$1.56M	0.45%	+7,967	Timeline
APTIV PLCAPTIV PLC	19,896	$1.55M	0.45%	-1,413
VZVERIZON COMMUNICATIONS INC	27,887	$1.54M	0.45%	+2,711	Timeline
LNCLINCOLN NATL CORP IND	40,508	$1.49M	0.43%	-188	Timeline
NEENEXTERA ENERGY INC	6,147	$1.48M	0.43%	0	Timeline
SHMSPDR SERIES TRUST	29,343	$1.46M	0.42%	-185	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	3,984	$1.44M	0.42%	-205	Timeline
DUKDUKE ENERGY CORP NEW	17,008	$1.36M	0.39%	+5	Timeline
AMGNAMGEN INC	5,638	$1.33M	0.39%	+3	Timeline
ADPAUTOMATIC DATA PROCESSING IN	8,778	$1.31M	0.38%	-10	Timeline
TIPISHARES TR	9,398	$1.16M	0.33%	+100	Timeline
MRKMERCK & CO INC	14,796	$1.14M	0.33%	0	Timeline
CVXCHEVRON CORPORATION	12,726	$1.14M	0.33%	-478	Timeline
STZCONSTELLATION BRANDS INC	6,242	$1.09M	0.32%	-493	Timeline
GLWCORNING INC	41,830	$1.08M	0.31%	-12,433	Timeline
DRIDARDEN RESTAURANTS INC	13,772	$1.04M	0.3%	-3	Timeline
DJPBARCLAYS BANK PLC	58,898	$1.04M	0.3%	+17,210	Timeline
GOOGALPHABET INC	717	$1.01M	0.29%	+56	Timeline
VIGVANGUARD SPECIALIZED FUNDS	8,050	$943K	0.27%	+758	Timeline
VWOVANGUARD INTL EQUITY INDEX F	23,249	$921K	0.27%	+9,241	Timeline
GISGENERAL MILLS INC	14,461	$892K	0.26%	+600	Timeline
MUBISHARES TR	7,665	$885K	0.26%	+626	Timeline
BACBANK OF AMER CORP	36,205	$860K	0.25%	-39,305	Timeline
VEAVANGUARD TAX-MANAGED FDS	21,027	$816K	0.24%	new	Timeline
MKLMARKEL GROUP INC	878	$811K	0.23%	new	Timeline
PMPHILIP MORRIS INTL INC	11,257	$789K	0.23%	0	Timeline
EMREMERSON ELEC CO	12,574	$780K	0.23%	+500	Timeline
TAT&T INC	24,395	$737K	0.21%	-2,570	Timeline
COPCONOCOPHILLIPS	16,657	$700K	0.2%	-7,791	Timeline
RYROYAL BK CDA	10,038	$681K	0.2%	0	Timeline
VGKVANGUARD INTL EQUITY INDEX F	13,117	$660K	0.19%	-2,607	Timeline
DEDEERE & CO	4,193	$659K	0.19%	-340	Timeline
MOALTRIA GROUP INC	16,700	$655K	0.19%	-217	Timeline
GPNGLOBAL PMTS INC	3,786	$642K	0.19%	0	Timeline
FBNCFIRST BANCORP N C	25,470	$639K	0.19%	-369	Timeline
CVSCVS HEALTH CORP	9,771	$635K	0.18%	+439	Timeline
QCOMQUALCOMM INC	6,940	$633K	0.18%	+30	Timeline
KOCOCA COLA CO	14,059	$628K	0.18%	+42	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,949	$601K	0.17%	0	Timeline
ABTABBOTT LABORATORIES	6,430	$588K	0.17%	0	Timeline
ORCLORACLE CORP	10,580	$585K	0.17%	0	Timeline
VXUSVANGUARD STAR FDS	11,895	$585K	0.17%	+1,000	Timeline
VYMVANGUARD WHITEHALL FDS	7,300	$575K	0.17%	-250	Timeline
ANNALY CAP MGMT INC PFD SER…ANNALY CAP MGMT INC PFD SER F	26,795	$559K	0.16%	+1,000
NBTBNBT BANCORP INC	17,897	$551K	0.16%	0	Timeline
SYYSYSCO CORP	9,778	$534K	0.15%	-133	Timeline
BMYBRISTOL-MYERS SQUIBB CO	9,058	$533K	0.15%	-400	Timeline
TTCTORO CO	8,000	$531K	0.15%	0	Timeline
ABBVABBVIE INC	5,330	$523K	0.15%	+583	Timeline
YUMYUM BRANDS INC	5,930	$515K	0.15%	0	Timeline
VBKVANGUARD INDEX FDS	2,545	$508K	0.15%	+713	Timeline
NSRGYNESTLE SA-SPONS ADR	4,469	$494K	0.14%	0	Timeline
FLOTISHARES TR	9,148	$463K	0.13%	-231	Timeline
XLESELECT SECTOR SPDR TR	12,160	$460K	0.13%	+3,910	Timeline
VTEBVANGUARD MUN BD FDS	8,460	$458K	0.13%	+170	Timeline
BAXBAXTER INTL INC	5,268	$454K	0.13%	0	Timeline
LLYELI LILLY & CO	2,750	$451K	0.13%	0	Timeline
ASSURED GUARANTY MUNIASSURED GUARANTY MUNI	16,985	$450K	0.13%	0
DDOMINION ENERGY INC	5,453	$443K	0.13%	+1	Timeline
MMM3M CO	2,806	$438K	0.13%	0	Timeline
ETNEATON CORP PLC	4,835	$423K	0.12%	+1,368	Timeline
TFCTRUIST FINL CORP	10,854	$408K	0.12%	0	Timeline
VOEVANGUARD INDEX FDS	4,179	$400K	0.12%	new	Timeline
VVISA INC	2,037	$394K	0.11%	+54	Timeline
TXNTEXAS INSTRS INC	3,092	$393K	0.11%	0	Timeline
IYRISHARES TR	4,945	$390K	0.11%	+960	Timeline
IWRISHARES TR	7,200	$386K	0.11%	0	Timeline
CAPITAL ONE FINL CORP PFD S…CAPITAL ONE FINL CORP PFD SER F	15,290	$385K	0.11%	0
ESEVERSOURCE ENERGY	4,527	$377K	0.11%	0	Timeline
ENBENBRIDGE INC	12,300	$374K	0.11%	0	Timeline
XLVSELECT SECTOR SPDR TR	3,710	$371K	0.11%	0	Timeline
SOSOUTHERN CO	7,022	$364K	0.11%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,005	$363K	0.11%	0	Timeline
NOKNOKIA CORP	82,400	$363K	0.11%	-400	Timeline
MDLZMONDELEZ INTL INC	7,042	$360K	0.1%	0	Timeline
VCSHVANGUARD SCOTTSDALE FDS	4,215	$348K	0.1%	0	Timeline
RTXRTX CORPORATION	5,525	$340K	0.1%	new	Timeline
SLVISHARES SILVER TR	19,850	$338K	0.1%	new	Timeline
NOCNORTHROP GRUMMAN CORP	1,079	$332K	0.1%	0	Timeline
Public Storage 5.3Public Storage 5.3	13,190	$330K	0.1%	0
KMBKIMBERLY-CLARK CORP	2,244	$317K	0.09%	-165	Timeline
COFCAPITAL ONE FINL CORP	5,000	$313K	0.09%	-570	Timeline
AMEAMETEK INC	3,500	$313K	0.09%	0	Timeline
BHKBLACKROCK CORE BD TR	19,750	$304K	0.09%	0	Timeline
PYPLPAYPAL HLDGS INC	1,718	$299K	0.09%	new	Timeline
FCPTFOUR CORNERS PPTY TR INC	11,957	$292K	0.08%	-1,000	Timeline
WFCWELLS FARGO & CO	11,384	$291K	0.08%	-2,700	Timeline
YUMCYUM CHINA HLDGS INC	5,981	$288K	0.08%	0	Timeline
UNILEVER N VUNILEVER N V	5,350	$285K	0.08%	new
XLKSELECT SECTOR SPDR TR	2,700	$282K	0.08%	0	Timeline
TTTRANE TECHNOLOGIES PLC	3,155	$281K	0.08%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,633	$277K	0.08%	0	Timeline
SHVISHARES TR	2,478	$274K	0.08%	new	Timeline
MAGELLAN MIDSTREAM PARTNERS…MAGELLAN MIDSTREAM PARTNERS, L	6,205	$268K	0.08%	-210
XLFSELECT SECTOR SPDR TR	11,552	$267K	0.08%	+1,292	Timeline
SCE TRUST IV 5.375 PFDSCE TRUST IV 5.375 PFD	13,000	$264K	0.08%	new
IWOISHARES TR	1,233	$255K	0.07%	new	Timeline
PAYXPAYCHEX INC	3,357	$254K	0.07%	new	Timeline
NVDANVIDIA CORPORATION	655	$249K	0.07%	-495	Timeline
NSCNORFOLK SOUTHN CORP	1,399	$246K	0.07%	0	Timeline
Gabelli Divid & Incm PfdGabelli Divid & Incm Pfd	9,483	$246K	0.07%	-10,424
LQDISHARES TR	1,810	$243K	0.07%	new	Timeline
HSTHOST HOTELS & RESORTS INC	22,170	$239K	0.07%	+2,128	Timeline
DDDUPONT DE NEMOURS INC	4,444	$236K	0.07%	new	Timeline
ACNACCENTURE PLC IRELAND	1,093	$235K	0.07%	-325	Timeline
AMTAMERICAN TOWER CORP	903	$233K	0.07%	new	Timeline
BSVVANGUARD BD INDEX FDS	2,800	$233K	0.07%	-560	Timeline
SPGIS&P GLOBAL INC	700	$231K	0.07%	new	Timeline
VGTVANGUARD WORLD FD	830	$231K	0.07%	new	Timeline
GENERAL ELEC COGENERAL ELEC CO	33,738	$230K	0.07%	+4,722
SPDR GOLD MINISHARES TRUSTSPDR GOLD MINISHARES TRUST	12,870	$229K	0.07%	new
HONHONEYWELL INTL INC	1,569	$227K	0.07%	0	Timeline
FDXFEDEX CORP	1,573	$221K	0.06%	new	Timeline
TRVTRAVELERS COMPANIES INC	1,924	$219K	0.06%	-6,901	Timeline
GSPRAGOLDMAN SACHS GROUP INC DEP SH	10,877	$218K	0.06%	0	Timeline
BSXBOSTON SCIENTIFIC CORP	6,098	$214K	0.06%	new	Timeline
PARTNERRE 6.5 SERIES G CUM …PARTNERRE 6.5 SERIES G CUM RE	8,289	$211K	0.06%	0
SPMDSPDR SERIES TRUST	6,715	$210K	0.06%	new	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	14,962	$208K	0.06%	0	Timeline
HTBHOMETRUST BANCSHARES INC	12,600	$202K	0.06%	0	Timeline
ISHARES GOLD TRUSTISHARES GOLD TRUST	11,850	$201K	0.06%	-10,200

Sold out in Q2 2020

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

Security	Shares before	Value before	Type
ING GROEP N VING GROEP N V	36,038	$897K	shares
BABAALIBABA GROUP HLDG LTD	2,540	$494K	shares
UNITED TECHNOLOGIES CORPUNITED TECHNOLOGIES CORP	3,778	$356K	shares
EFAISHARES TR	6,250	$334K	shares
PepsiCo Inc Put Opt 01/21 1…PepsiCo Inc Put Opt 01/21 115.0 0…	210	$258K	shares
Darden Restaurants Inc Put …Darden Restaurants Inc Put Opt 01…	50	$220K	shares

How Q2 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 0001398344-20-015705	base		2020-08-13	acceptance time not in the bulk data set	2026-10-07 18:52:28 UTC