ALTAVISTA WEALTH MANAGEMENT, INC.
TWO TOWN SQUARE BLVD. SUITE 315, ASHEVILLE, North Carolina, 28803, (828) 684-2600
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 128 |
| New Positions | 17 |
| Increased Positions | 59 |
| Decreased Positions | 62 |
| Positions with Activity | 121 |
| Sold Out Positions | 10 |
| Total Mkt Value (in $ millions) |
158 |
Sector Weighting
| Basic Materials | 2.18% |
| Capital Goods | 1.83% |
| Conglomerates | |
| Consumer Cyclical | 0.66% |
| Consumer/Non-Cyclical | 11.23% |
| Energy | 7.45% |
| Financial | 25.55% |
| Healthcare | 11.33% |
| Services | 18.4% |
| Technology | 17.62% |
| Transportation | 1.03% |
| Utilities | 1.99% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
128 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 8,232 | 154 | 1.91 | 88,707 |
| PEPSICO INC | COM | 6,845 | 19 | .27 | 82,845 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5,654 | -181 | (3.09) | 50,172 |
| JOHNSON & JOHNSON | COM | 5,151 | 666 | 14.86 | 58,140 |
| GENERAL ELECTRIC CO | COM | 5,066 | -53 | (1.04) | 214,098 |
| INTEL CORP | COM | 4,011 | -392 | (8.91) | 166,075 |
| CISCO SYS INC | COM | 3,816 | 32 | .84 | 158,917 |
| MICROSOFT CORP | COM | 3,675 | 74 | 2.05 | 105,456 |
| WAL-MART STORES INC | COM | 3,642 | -115 | (3.07) | 47,060 |
| PROCTER & GAMBLE CO | COM | 3,493 | -202 | (5.47) | 44,327 |
| MCDONALDS CORP | COM | 3,445 | -45 | (1.3) | 33,730 |
| DISNEY WALT CO | COM DISNEY | 3,306 | 71 | 2.21 | 50,214 |
| LOWES COS INC | COM | 3,094 | -1,068 | (25.67) | 72,880 |
| WELLS FARGO & CO NEW | COM | 2,830 | 10 | .37 | 69,569 |
| AUTOMATIC DATA PROCESSING INC | COM | 2,827 | -24 | (0.85) | 39,805 |
| STRYKER CORP | COM | 2,809 | 95 | 3.52 | 40,565 |
| GENERAL MLS INC | COM | 2,739 | -103 | (3.61) | 55,490 |
| EMERSON ELEC CO | COM | 2,711 | -154 | (5.37) | 46,115 |
| SYSCO CORP | COM | 2,698 | -193 | (6.67) | 76,898 |
| QUALCOMM INC | COM | 2,649 | 159 | 6.41 | 40,277 |
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