0001398344-11-001156.txt : 20110516
0001398344-11-001156.hdr.sgml : 20110516
20110516105745
ACCESSION NUMBER: 0001398344-11-001156
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110331
FILED AS OF DATE: 20110516
DATE AS OF CHANGE: 20110516
EFFECTIVENESS DATE: 20110516
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Altavista Wealth Management, Inc.
CENTRAL INDEX KEY: 0001434981
IRS NUMBER: 510498914
STATE OF INCORPORATION: NC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13966
FILM NUMBER: 11844207
BUSINESS ADDRESS:
STREET 1: TWO TOWN SQUARE BLVD. SUITE 315
CITY: ASHEVILLE
STATE: NC
ZIP: 28803
BUSINESS PHONE: 828-684-2600
MAIL ADDRESS:
STREET 1: TWO TOWN SQUARE BLVD. SUITE 315
CITY: ASHEVILLE
STATE: NC
ZIP: 28803
13F-HR
1
fp0002946_13fhr.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 13F
Form 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Altavista Wealth Management, Inc.
Address: Two Town Square Blvd. Suite 315
Asheville, NC 28803
Form 13F File Number: 028-13966
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Christine B. Nelson
Title: Director of Operations
Phone: 828-684-2600
Signature, Place, and Date of Signing:
/s/ Christine B. Nelson Asheville, NC May 16, 2011
----------------------- ------------- ------------
[Signature] [City, State] [Date]
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager
are reported in this report.)
[ ] 13F NOTICE. (Check here if no holdings reported are in this report, and
all holdings are reported by other reporting manager(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this
reporting manager are reported in this report and a portion are reported
by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
-----------
Form 13F Information Table Entry Total: 112
-----------
Form 13F Information Table Value Total: $ 116,889
-----------
(thousands)
List of Other Included Managers:
Provide a numbered list of the names(s) and Form 13F file numbers(s) of all
institutional investment managers with respect to which this report is filed,
other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings
and list entries.]
NONE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
------------------------- -------------- --------- -------- ------------------- ---------- -------- -----------------------
VOTING AUTHORITY
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER -----------------------
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE
------------------------- -------------- --------- -------- -------- --- ---- ---------- -------- ------- ------ --------
Exxon Mobil Corp. COM 30231G102 7,683 91,327 SH SOLE SOLE
Pepsi Co COM 713448108 5,199 80,710 SH SOLE SOLE
Intel Corp COM 458140100 3,924 194,463 SH SOLE SOLE
General Electric Co. COM 369604103 3,792 189,143 SH SOLE SOLE
Berkshire Hathaway B COM 084670702 3,712 44,391 SH SOLE SOLE
iShares MSCI Emrg Mkt Fd COM 464287234 3,559 73,123 SH SOLE SOLE
Lowes Companies Inc COM 548661107 2,937 111,135 SH SOLE SOLE
Johnson & Johnson COM 478160104 2,894 48,841 SH SOLE SOLE
Wal-Mart Stores Inc COM 931142103 2,841 54,579 SH SOLE SOLE
Procter & Gamble COM 742718109 2,582 41,920 SH SOLE SOLE
Microsoft Corp COM 594918104 2,368 93,259 SH SOLE SOLE
Cisco Systems Inc COM 17275R102 2,251 131,230 SH SOLE SOLE
Streettracks Gold TRUST COM 78463V107 2,217 15,853 SH SOLE SOLE
Lincoln National Corp COM 534187109 2,161 71,936 SH SOLE SOLE
Automatic Data Processing COM 053015103 2,039 39,743 SH SOLE SOLE
Emerson Electric COM 291011104 2,026 34,673 SH SOLE SOLE
McDonalds Corp COM 580135101 2,016 26,495 SH SOLE SOLE
Stryker COM 863667101 1,980 32,569 SH SOLE SOLE
Sysco Corp COM 871829107 1,971 71,154 SH SOLE SOLE
Wells Fargo & Co New COM 949746101 1,865 58,813 SH SOLE SOLE
Conoco-Phillips COM 20825C104 1,823 22,828 SH SOLE SOLE
General Mills Inc COM 370334104 1,667 45,604 SH SOLE SOLE
iShares Barclay Tips COM 464287176 1,585 14,518 SH SOLE SOLE
Baxter International Inc COM 071813109 1,552 28,858 SH SOLE SOLE
Deere & Co COM 244199105 1,505 15,528 SH SOLE SOLE
Qualcomm Inc COM 747525103 1,493 27,223 SH SOLE SOLE
Intl Business Machines COM 459200101 1,360 8,339 SH SOLE SOLE
Sigma Aldrich Corp COM 826552101 1,351 21,224 SH SOLE SOLE
Walt Disney Co COM 254687106 1,289 29,908 SH SOLE SOLE
Oracle Corporation COM 68389X105 1,110 33,203 SH SOLE SOLE
Amgen Inc. COM 031162100 1,094 20,471 SH SOLE SOLE
BB&T Corporation COM 054937107 1,061 38,669 SH SOLE SOLE
Verizon Communications COM 92343V104 1,055 27,380 SH SOLE SOLE
Vanguard Emerging Markets COM 922042858 977 19,960 SH SOLE SOLE
Unitedhealth Group Inc COM 91324P102 956 21,161 SH SOLE SOLE
iShares GS$ Investor Corp COM 464287242 931 8,605 SH SOLE SOLE
Corning Inc COM 219350105 923 44,761 SH SOLE SOLE
Pfizer Incorporated COM 717081103 919 45,230 SH SOLE SOLE
AT&T COM 00206R102 894 29,217 SH SOLE SOLE
Tractor Supply Company COM 892356106 880 14,694 SH SOLE SOLE
iShares S&P North Amer
Natural COM 464287374 867 18,510 SH SOLE SOLE
Blackrock Global Energy COM 09250U101 856 27,301 SH SOLE SOLE
E M C Corp Mass COM 268648102 844 31,783 SH SOLE SOLE
Cullen Frost Bankers COM 229899109 694 11,758 SH SOLE SOLE
Amern Tower Corp Class A COM 029912201 692 13,349 SH SOLE SOLE
Bed Bath & Beyond COM 075896100 690 14,302 SH SOLE SOLE
Freeport Mcmorn Cp&Gld B COM 35671D857 689 12,400 SH SOLE SOLE
ChevronTexaco Corp. COM 166764100 687 6,387 SH SOLE SOLE
Celgene Corp COM 151020104 678 11,774 SH SOLE SOLE
J P Morgan Chase & Co COM 46625H100 675 14,638 SH SOLE SOLE
Vanguard European VIPERS COM 922042874 662 12,740 SH SOLE SOLE
Coach Inc COM 189754104 660 12,684 SH SOLE SOLE
Target Corporation COM 87612E106 660 13,189 SH SOLE SOLE
iShares CEF Real Estate COM 464287739 658 11,073 SH SOLE SOLE
Costco Whsl Corp New COM 22160K105 642 8,761 SH SOLE SOLE
Nike Inc Class B COM 654106103 638 8,428 SH SOLE SOLE
Autodesk Inc COM 052769106 637 14,440 SH SOLE SOLE
Johnson Controls Inc COM 488366107 632 15,199 SH SOLE SOLE
Exelon Corporation COM 30161N101 625 15,167 SH SOLE SOLE
Colgate-Palmolive Co COM 194162103 623 7,709 SH SOLE SOLE
Abbott Laboratories COM 002824100 616 12,557 SH SOLE SOLE
Darden Restaurants Inc COM 237194105 616 12,535 SH SOLE SOLE
Best Buy Inc COM 086516101 607 21,127 SH SOLE SOLE
Nvidia Corp COM 67066G104 604 32,702 SH SOLE SOLE
Research In Motion Ltd COM 760975102 586 10,357 SH SOLE SOLE
Ishares Msci Grmny Idx COM 464286806 573 22,100 SH SOLE SOLE
American Intl Group Inc COM 026874784 549 15,613 SH SOLE SOLE
Vanguard Corp Bond Etf COM 92206C409 503 6,500 SH SOLE SOLE
Vanguard Bond Index Fund COM 921937827 497 6,200 SH SOLE SOLE
iShares Lehman US
Aggregate BD COM 464287226 474 4,505 SH SOLE SOLE
Barclays Bank COM 06739H776 429 17,000 SH SOLE SOLE
Vanguard Specialized
Portfol C COM 921908844 411 7,400 SH SOLE SOLE
Transocean Inc. COM H8817H100 403 5,167 SH SOLE SOLE
Clough Global Oppty Fd COM 18914E106 401 28,950 SH SOLE SOLE
United Technologies COM 913017109 396 4,680 SH SOLE SOLE
United Parcel Svc Inc CL
B COM 911312106 396 5,327 SH SOLE SOLE
Proshares Ultrashort
Lehman 20 COM 74347R297 386 10,300 SH SOLE SOLE
Philip Morris Intl COM 718172109 372 5,664 SH SOLE SOLE
Gabelli Divid & Incm Pfd COM 345395206 360 14,373 SH SOLE SOLE
Pimco Exch Traded Fund COM 72201R833 354 3,510 SH SOLE SOLE
3M Company COM 88579Y101 350 3,741 SH SOLE SOLE
iShares 1-3 yr Treasury
Bond COM 464287457 337 4,021 SH SOLE SOLE
Heinz H J Co Com COM 423074103 330 6,765 SH SOLE SOLE
Duke Energy Corporation COM 26441C105 324 17,825 SH SOLE SOLE
Bank of America Corp. COM 060505104 319 23,953 SH SOLE SOLE
Apple Computer Inc COM 037833100 315 904 SH SOLE SOLE
Nuveen Qual Pfd Inc Fd COM 67072C105 313 37,780 SH SOLE SOLE
Ishares Tr Lehman Bd Fd COM 464288646 303 2,900 SH SOLE SOLE
Pharmaceutical Holdrs Tr
Depos COM 71712A206 297 4,500 SH SOLE SOLE
Omnicom Group Inc COM 681919106 297 6,060 SH SOLE SOLE
Biotech Holders Tr COM 09067D201 287 2,700 SH SOLE SOLE
Vanguard Intermediate
Term Bon COM 921937819 281 3,430 SH SOLE SOLE
Vanguard Intl Eqty Index COM 922042775 281 5,700 SH SOLE SOLE
Devon Energy Cp New COM 25179M103 281 3,060 SH SOLE SOLE
Progress Energy COM 743263105 278 6,026 SH SOLE SOLE
Franklin Street Ppty Cp COM 35471R106 273 19,396 SH SOLE SOLE
Streettracks Series
Trust SPDR COM 78464A722 271 5,792 SH SOLE SOLE
Vanguard Scottsdale Etf COM 92206C102 266 4,400 SH SOLE SOLE
Schlumberger Ltd. COM 806857108 266 2,854 SH SOLE SOLE
Hewlett-Packard Company COM 428236103 262 6,394 SH SOLE SOLE
Home Depot Inc COM 437076102 255 6,894 SH SOLE SOLE
Price T Rowe Tx Fr Hi
Yld Fd COM 741486104 249 24,420 SH SOLE SOLE
SunAmerica Focused Alpha COM 867038101 248 13,638 SH SOLE SOLE
Nuveen NC Muni Bond Fd R COM 67065P816 246 24,334 SH SOLE SOLE
General Elec Cap Corp COM 369622519 238 9,350 SH SOLE SOLE
iShares MSCI EAFE Fd COM 464287465 216 3,602 SH SOLE SOLE
Western Asset Claymore COM 95766R104 213 17,300 SH SOLE SOLE
Altria Group Inc COM 02209S103 212 8,151 SH SOLE SOLE
Clorox Company COM 189054109 212 3,021 SH SOLE SOLE
Gabelli Dividend &
Income Tr 5 COM 36242H203 203 8,075 SH SOLE SOLE
Ing Groep Nv Preferred Stock 456837509 393 18,522 SH SOLE SOLE
Partnerre Ltd Preferred Stock G6852T204 490 20,049 SH SOLE SOLE