ALTAVISTA WEALTH MANAGEMENT, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 124
New Positions 4
Increased Positions 36
Decreased Positions 68
Positions with Activity 104
Sold Out Positions 6
Total Mkt Value (in $ millions) 157

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

Sector Weighting

Basic Materials 3.07%
Capital Goods 1.66%
Conglomerates
Consumer Cyclical 0.52%
Consumer/Non-Cyclical 9.44%
Energy 6.93%
Financial 27.95%
Healthcare 11.25%
Services 15.17%
Technology 19.98%
Transportation 1.7%
Utilities 1.77%

124 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXXON MOBIL CORP COM 7,106 -77 (1.07) 77,911
PEPSICO INC COM 6,583 -84 (1.26) 71,939
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,235 50 .81 45,481
INTEL CORP COM 4,963 -30 (0.6) 158,150
GENERAL ELECTRIC CO COM 4,935 -84 (1.67) 198,837
JOHNSON & JOHNSON COM 4,796 -447 (8.52) 48,587
APPLE INC COM 4,673 -385 (7.61) 47,843
MICROSOFT CORP COM 3,855 -95 (2.41) 88,360
CISCO SYS INC COM 3,571 -92 (2.5) 153,588
WAL-MART STORES INC COM 3,387 41 1.22 45,703
LINCOLN NATL CORP IND COM 3,281 New 68,136
SIGMA ALDRICH CORP COM 3,116 -207 (6.23) 23,246
DISNEY WALT CO COM DISNEY 2,970 -467 (13.59) 35,426
PROCTER & GAMBLE CO COM 2,966 17 .57 35,625
STRYKER CORP COM 2,956 -89 (2.93) 36,822
MCDONALDS CORP COM 2,934 -13 (0.44) 32,225
VANGUARD BD INDEX FD INC SHORT TRM BOND 2,857 79 2.83 35,461
ACTAVIS PLC SHS 2,851 -61 (2.11) 12,688
WELLS FARGO & CO NEW COM 2,809 -141 (4.78) 57,685
E M C CORP MASS COM 2,742 -113 (3.96) 101,136


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