Altavista Wealth Management, Inc. — Q3 2014 13F保有銘柄

Name: Altavista Wealth Management, Inc. — 13F Holdings, Q3 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001434981

申告総資産額

$5.0億

← 最新の四半期に戻る

今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	XOM	Exxon Mobil CORP	株式-エネルギー	4.49%	—	-4.88%
2	PEP	Pepsico INC	株式-生活必需品	4.27%	—	-0.90%
3	BRK-B	Berkshire Hathaway Inc-cl B	株式-その他	3.89%	—	-3.89%
4	INTC	Intel CORP	株式-IT	3.33%	—	-6.17%
5	AEP	American Electric Power Company, Inc.	株式-公益事業	3.22%	—	-1.83%
6	JNJ	Johnson & Johnson	株式-ヘルスケア	3.01%	—	-9.88%
7	AAPL	Apple INC	株式-IT	2.85%	—	-8.28%
8	MSFT	Microsoft CORP	株式-IT	2.55%	—	-3.42%
9	CSCO	Cisco Systems INC	株式-IT	2.35%	—	-5.52%
10	LNC	Lincoln National CORP	株式-金融	2.35%	—	—
11	WMT	Walmart INC	株式-生活必需品	2.27%	—	+1.04%
12	BSV	Vanguard Short-term Bond ETF	ETF-その他	2.00%	—	+9.45%
13	MCD	Mcdonald's CORP	株式-一般消費財	1.95%	—	-1.13%
14	WFC	Wells Fargo & Co	株式-金融	1.93%	—	+0.14%
15	SYK	Stryker CORP	株式-ヘルスケア	1.92%	—	+0.45%
16	✓	Watson Pharmaceuticals INC	株式-その他	1.92%	—	-2.66%
17	DIS	Walt Disney Co/the	株式-通信サービス	1.91%	—	-5.73%
18	PG	Procter & Gamble Co/the	株式-生活必需品	1.90%	—	-0.91%
19	✓		株式-その他	1.89%	—	-6.95%
20	✓		株式-その他	1.83%	—	-4.18%
21	EMR	Emerson Electric Co	株式-資本財	1.69%	—	-0.03%
22	LOW	Lowe's Cos INC	株式-一般消費財	1.66%	—	-2.17%
23	QCOM	Qualcomm INC	株式-IT	1.65%	—	-1.39%
24	BAX	Baxter International INC	株式-ヘルスケア	1.65%	—	+1.47%
25	COP	Conocophillips	株式-エネルギー	1.54%	—	-1.14%
26	MET	Metlife INC	株式-金融	1.54%	—	+1.88%
27	GLD	Spdr Gold Shares	ETF-コモディティ	1.52%	—	+10.60%
28	TGT	Target CORP	株式-一般消費財	1.50%	—	+15.32%
29	GLW	Corning INC	株式-IT	1.32%	—	-1.73%
30	DE	Deere & Co	株式-資本財	1.31%	—	+3.43%
31	UNP	Union Pacific CORP	株式-資本財	1.24%	—	-0.08%
32	CF	Cf Industries Holdings INC	株式-素材	1.21%	—	-2.73%
33	TSCO	Tractor Supply Company	株式-一般消費財	1.15%	—	—
34	UNH	Unitedhealth Group INC	株式-ヘルスケア	1.04%	—	+0.86%
35	MUB	Ishares National Muni Bond E	ETF-その他	1.03%	—	-4.85%
36	JPM	Jpmorgan Chase & Co	株式-金融	0.91%	—	+68.92%
37	BGR	Blackrock Enrgy & Res Tr	株式-その他	0.85%	—	+9.45%
38	GOOG	Alphabet A	株式-通信サービス	0.85%	—	+18.89%
39	AGG	Ishares Core U.s. Aggregate	ETF-その他	0.84%	—	+2.57%
40	TIP	Ishares Tips Bond ETF	ETF-その他	0.76%	—	+18.28%
41	PFE	Pfizer INC	株式-ヘルスケア	0.73%	—	-5.38%
42	✓	Market Vectors ETF Tr	ETF-その他	0.72%	—	+2.87%
43	GIS	General Mills INC	株式-生活必需品	0.71%	—	-57.19%
44	CVS	Cvs Health CORP	株式-ヘルスケア	0.70%	—	-10.79%
45	EEM	Ishares Msci Emerging Market	ETF-新興国市場	0.70%	—	-1.97%
46	ADP	Automatic Data Processing	株式-IT	0.67%	—	-9.95%
47	VEU	Vanguard Ftse All-world Ex-u	ETF-その他	0.55%	—	-5.42%
48	DUK	Duke Energy CORP	株式-公益事業	0.54%	—	—
49	✓	SPDR Nuveen Barclays Cap Sh Te	株式-その他	0.50%	—	+7.79%
50	SYY	Sysco CORP	株式-生活必需品	0.50%	—	-8.74%

1–50 of 111

今四半期の持株変動

Altavista Wealth Management, Inc.がQ3 2014時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	✓		+0.4%	-6.95%	減少
2	JPM	Jpmorgan Chase & Co	+0.4%	+68.92%	増加
3	TGT	Target CORP	+0.3%	+15.32%	増加
4	BRK-B	Berkshire Hathaway Inc-cl B	+0.3%	-3.89%	減少
5	INTC	Intel CORP	+0.3%	-6.17%	減少
6	PEP	Pepsico INC	+0.3%	-0.90%	減少
7	MSFT	Microsoft CORP	+0.3%	-3.42%	減少
8	BSV	Vanguard Short-term Bond ETF	+0.2%	+9.45%	増加
9	CF	Cf Industries Holdings INC	+0.2%	-2.73%	減少
10	LOW	Lowe's Cos INC	+0.2%	-2.17%	減少
11	✓		+0.2%	-4.18%	減少
12	LNC	Lincoln National CORP	+0.2%	—	変化なし
13	GOOG	Alphabet A	+0.2%	+18.89%	増加
14	PG	Procter & Gamble Co/the	+0.2%	-0.91%	減少
15	✓	Watson Pharmaceuticals INC	+0.2%	-2.66%	減少
16	UNP	Union Pacific CORP	+0.1%	-0.08%	減少
17	OXY	Occidental Petroleum CORP	+0.1%	+46.02%	増加
18	TIP	Ishares Tips Bond ETF	+0.1%	+18.28%	増加
19	KSS	Kohls CORP	+0.1%	+6.34%	増加
20	✓		+0.1%	+104.53%	増加
21	SYK	Stryker CORP	0%	+0.45%	増加
22	CSCO	Cisco Systems INC	0%	-5.52%	減少
23	AEP	American Electric Power Company, Inc.	0%	-1.83%	減少
24	EMR	Emerson Electric Co	-0.1%	-0.03%	減少
25	DE	Deere & Co	-0.1%	+3.43%	増加
26	GILD	Gilead Sciences INC	-0.1%	-40.11%	減少
27	✓	Nordstrom Inc	-0.1%	-24.23%	減少
28	ADBE	Adobe INC	-0.1%	-18.97%	減少
29	MCD	Mcdonald's CORP	-0.1%	-1.13%	減少
30	QCOM	Qualcomm INC	-0.1%	-1.39%	減少
31	EFA	Ishares Msci Eafe ETF	-0.1%	-18.22%	減少
32	AXP	American Express Company	-0.1%	-23.01%	減少
33	ORCL	Oracle CORP	-0.1%	-12.36%	減少
34	BBTUSD	Bb&t CORP	-0.1%	-20.88%	減少
35	COP	Conocophillips	-0.2%	-1.14%	減少
36	JNJ	Johnson & Johnson	-0.2%	-9.88%	減少
37	GLW	Corning INC	-0.2%	-1.73%	減少
38	IBM	Intl Business Machines CORP	-0.2%	-37.93%	減少
39	XOM	Exxon Mobil CORP	-0.4%	-4.88%	減少
40	CFR	Cullen/frost Bankers INC	-0.6%	-66.49%	減少
41	GIS	General Mills INC	-1%	-57.19%	減少
42	MDLZ	Mondelez International Inc-a	—	EXIT	全売却
43	HCA	Hca Healthcare INC	—	NEW	新規購入
44	BIV	Vanguard Intermediate-term B	—	EXIT	全売却
45	CLX	Clorox Company	—	EXIT	全売却
46	✓	Healthcare Trust Of America	—	EXIT	全売却
47	NEE	Nextera Energy INC	—	EXIT	全売却
48	IWM	Ishares Russell 2000 ETF	—	EXIT	全売却
49	✓	Scana CORP New	—	EXIT	全売却
50	FITB	Fifth Third Bancorp	—	EXIT	全売却