ALTAVISTA WEALTH MANAGEMENT, INC. Information

4 VANDERBILT PARK DRIVE, SUITE 310, ASHEVILLE, North Carolina, 28803, (828) 684-2600

Report Date: 12/31/2014

Position Statistics

Total Positions 120
New Positions 7
Increased Positions 56
Decreased Positions 54
Positions with Activity 110
Sold Out Positions 10
Total Mkt Value (in $ millions) 163

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.23%
Capital Goods 1.78%
Conglomerates
Consumer Cyclical 0.61%
Consumer/Non-Cyclical 7.97%
Energy 6.6%
Financial 27.38%
Healthcare 11.45%
Services 17.29%
Technology 21.03%
Transportation 1.66%
Utilities 1.53%

120 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 6,730 145 2.20 75,745
PEPSICO INC COM 6,693 -119 (1.75) 70,039
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,255 -12 (0.19) 43,628
APPLE INC COM 5,723 64 1.13 44,378
GENERAL ELECTRIC CO COM 5,498 167 3.14 201,334
INTEL CORP COM 4,853 -106 (2.15) 145,214
JOHNSON & JOHNSON COM 4,458 74 1.69 44,527
CISCO SYS INC COM 4,211 -16 (0.39) 144,551
MICROSOFT CORP COM 4,076 -76 (1.84) 83,770
LINCOLN NATL CORP IND COM 3,887 -30 (0.78) 67,606
DISNEY WALT CO COM DISNEY 3,842 151 4.08 34,760
WAL-MART STORES INC COM 3,639 10 .27 46,303
STRYKER CORP COM 3,387 -67 (1.95) 36,268
WELLS FARGO & CO NEW COM 3,281 93 2.93 59,457
LOWES COS INC COM 3,178 -260 (7.56) 44,955
MCDONALDS CORP COM 3,163 47 1.50 32,337
TARGET CORP COM 3,128 177 6.00 39,267
ACTAVIS PLC SHS 3,089 -490 (13.68) 10,661
VANGUARD BD INDEX FD INC SHORT TRM BOND 2,949 -164 (5.28) 36,764
PROCTER & GAMBLE CO COM 2,899 65 2.30 36,110


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