0001398344-20-003608.txt : 20200214
0001398344-20-003608.hdr.sgml : 20200214
20200214164004
ACCESSION NUMBER: 0001398344-20-003608
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200214
DATE AS OF CHANGE: 20200214
EFFECTIVENESS DATE: 20200214
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: 20621083
BUSINESS ADDRESS:
STREET 1: 4 VANDERBILT PARK DRIVE, SUITE 310
CITY: ASHEVILLE
STATE: NC
ZIP: 28803
BUSINESS PHONE: 828-684-2600
MAIL ADDRESS:
STREET 1: 4 VANDERBILT PARK DRIVE, SUITE 310
CITY: ASHEVILLE
STATE: NC
ZIP: 28803
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001434981
XXXXXXXX
12-31-2019
12-31-2019
false
Altavista Wealth Management, Inc.
4 VANDERBILT PARK DRIVE, SUITE 310
ASHEVILLE
NC
28803
13F HOLDINGS REPORT
028-13966
N
Christine B. Nelson
Director of Operations
828-684-2600
/s/ Christine B. Nelson
Asheville
NC
02-14-2020
0
170
336187
INFORMATION TABLE
2
fp0049788_13fhr-table.xml
13F INFORMATION TABLE
iShares Core US Aggregate Bond ETF
COM
464287226
42882
381610
SH
SOLE
381610
0
0
Apple Computer Inc
COM
037833100
12244
41698
SH
SOLE
41698
0
0
Berkshire Hathaway B
COM
084670702
11137
49172
SH
SOLE
49172
0
0
Microsoft Corp
COM
594918104
10568
67013
SH
SOLE
67013
0
0
Intel Corp
COM
458140100
8457
141304
SH
SOLE
141304
0
0
Pepsi Co
COM
713448108
7913
57896
SH
SOLE
57896
0
0
Johnson & Johnson
COM
478160104
7276
49879
SH
SOLE
49879
0
0
iShares Core MSCI EAFE
COM
46432F842
6782
103954
SH
SOLE
103954
0
0
Wal-Mart Stores Inc
COM
931142103
6506
54748
SH
SOLE
54748
0
0
Cisco Systems Inc
COM
17275R102
6380
133024
SH
SOLE
133024
0
0
J P Morgan Chase & Co
COM
46625H100
6224
44647
SH
SOLE
44647
0
0
Lowes Companies Inc
COM
548661107
6169
51512
SH
SOLE
51512
0
0
Roper Industries Inc
COM
776696106
5958
16820
SH
SOLE
16820
0
0
Stryker
COM
863667101
5932
28255
SH
SOLE
28255
0
0
SPDRR Blmbg Barclays 1-10 Year TIPS ETF
COM
78468R861
5847
298139
SH
SOLE
298139
0
0
Tractor Supply Company
COM
892356106
5833
62427
SH
SOLE
62427
0
0
Alphabet Inc Class A
COM
02079K305
5679
4240
SH
SOLE
4240
0
0
McDonalds Corp
COM
580135101
5521
27938
SH
SOLE
27938
0
0
Facebook Inc. Com
COM
30303M102
5502
26805
SH
SOLE
26805
0
0
Walt Disney Co
COM
254687106
5045
34879
SH
SOLE
34879
0
0
SPDRR Gold Shares
COM
78463V107
5018
35114
SH
SOLE
35114
0
0
Amazon Com Inc
COM
023135106
4968
2689
SH
SOLE
2689
0
0
Home Depot Inc
COM
437076102
4664
21358
SH
SOLE
21358
0
0
Pfizer Incorporated
COM
717081103
4633
118247
SH
SOLE
118247
0
0
iShares Core MSCI Emerging Markets
COM
46434G103
4360
81109
SH
SOLE
81109
0
0
Union Pacific Corp
COM
907818108
4349
24055
SH
SOLE
24055
0
0
SPDRR Blmbg Barclays 1-3 Mth T-Bill ETF
COM
78468R663
4102
44862
SH
SOLE
44862
0
0
Procter & Gamble
COM
742718109
3983
31890
SH
SOLE
31890
0
0
Lincoln National Corp
COM
534187109
3949
66929
SH
SOLE
66929
0
0
Valero Energy Corporation
COM
91913Y100
3532
37718
SH
SOLE
37718
0
0
Ecolab Inc
COM
278865100
3447
17863
SH
SOLE
17863
0
0
Unilever PLC ADR
COM
904767704
3208
56117
SH
SOLE
56117
0
0
Mastercard Inc
COM
57636Q104
3116
10436
SH
SOLE
10436
0
0
Vanguard FTSE All-Wld ex-US ETF
COM
922042775
3051
56769
SH
SOLE
56769
0
0
Stanley Black & Decker Inc Com
COM
854502101
2822
17025
SH
SOLE
17025
0
0
Darden Restaurants Inc
COM
237194105
2445
22431
SH
SOLE
22431
0
0
Unitedhealth Group Inc
COM
91324P102
2444
8312
SH
SOLE
8312
0
0
iShares NASDAQ Biotech
COM
464287556
2427
20141
SH
SOLE
20141
0
0
Exxon Mobil Corp.
COM
30231G102
2405
34468
SH
SOLE
34468
0
0
Vanguard Total Stock Market ETF
COM
922908769
2392
14622
SH
SOLE
14622
0
0
Target Corporation
COM
87612E106
2360
18409
SH
SOLE
18409
0
0
Bank of America Corp.
COM
060505104
2300
65314
SH
SOLE
65314
0
0
Corning Inc
COM
219350105
2294
78807
SH
SOLE
78807
0
0
Vanguard 500 ETF
COM
922908363
2114
7147
SH
SOLE
7147
0
0
Aptiv
COM
G6095L109
1822
19183
SH
SOLE
19183
0
0
Anheuser-Busch InBev SA/NV ADR
COM
03524A108
1741
21219
SH
SOLE
21219
0
0
VanEck Vectors AMT-Free Interm Muni ETF
COM
92189H201
1717
34175
SH
SOLE
34175
0
0
Automatic Data Processing
COM
053015103
1635
9588
SH
SOLE
9588
0
0
Vanguard Short-Term Treasury ETF
COM
92206C102
1495
24580
SH
SOLE
24580
0
0
Conoco-Phillips
COM
20825C104
1490
22910
SH
SOLE
22910
0
0
Chevron Corp
COM
166764100
1479
12274
SH
SOLE
12274
0
0
iShares Global REIT ETF
COM
46434V647
1442
52203
SH
SOLE
52203
0
0
Verizon Communications
COM
92343V104
1436
23393
SH
SOLE
23393
0
0
Duke Energy Corporation
COM
26441C204
1432
15697
SH
SOLE
15697
0
0
SPDR Nuveen Barclays Cap Sh Term FD
COM
78468R739
1429
29097
SH
SOLE
29097
0
0
Amgen, Inc.
COM
031162100
1370
5682
SH
SOLE
5682
0
0
Nextera Energy Inc Com
COM
65339F101
1343
5547
SH
SOLE
5547
0
0
Merck & Co Inc
COM
58933Y105
1268
13938
SH
SOLE
13938
0
0
CVS Corp
COM
126650100
1212
16318
SH
SOLE
16318
0
0
iShares Barclay Tips
COM
464287176
1212
10398
SH
SOLE
10398
0
0
Travelers Companies Inc
COM
89417E109
1170
8544
SH
SOLE
8544
0
0
Thermo Fisher Scientific Inc
COM
883556102
1153
3549
SH
SOLE
3549
0
0
Constellation Brand Cl A
COM
21036P108
1106
5830
SH
SOLE
5830
0
0
Emerson Electric
COM
291011104
1066
13985
SH
SOLE
13985
0
0
Vanguard FTSE Europe ETF
COM
922042874
1036
17684
SH
SOLE
17684
0
0
First Bancorp N C
COM
318910106
1017
25485
SH
SOLE
25485
0
0
ING Group Pfd
COM
456837509
989
37978
SH
SOLE
37978
0
0
Sysco Corp
COM
871829107
985
11517
SH
SOLE
11517
0
0
Vanguard High Dividend Yield ETF
COM
921946406
983
10490
SH
SOLE
10490
0
0
AT&T
COM
00206R102
964
24675
SH
SOLE
24675
0
0
Deere & Co
COM
244199105
876
5058
SH
SOLE
5058
0
0
Philip Morris Intl
COM
718172109
873
10257
SH
SOLE
10257
0
0
Vanguard Dividend Appreciation ETF
COM
921908844
873
7000
SH
SOLE
7000
0
0
General Mills Inc
COM
370334104
858
16011
SH
SOLE
16011
0
0
Wells Fargo & Co
COM
949746101
826
15361
SH
SOLE
15361
0
0
Altria Group Inc
COM
02209S103
803
16091
SH
SOLE
16091
0
0
Renaissancere
COM
G7498P309
798
30730
SH
SOLE
30730
0
0
Royal Bk Cda Montreal
COM
780087102
795
10038
SH
SOLE
10038
0
0
Sector Spdr Fincl Select
COM
81369Y605
794
25796
SH
SOLE
25796
0
0
iShares National Muni Bond ETF
COM
464288414
791
6941
SH
SOLE
6941
0
0
Vanguard Short-Term Bond Index Fund ETF
COM
921937827
788
9770
SH
SOLE
9770
0
0
Global Payments Inc
COM
37940X102
780
4273
SH
SOLE
4273
0
0
Alphabet Inc Class C
COM
02079K107
778
582
SH
SOLE
582
0
0
Coca Cola Company
COM
191216100
776
14026
SH
SOLE
14026
0
0
NBT Bancorp Inc
COM
628778102
726
17897
SH
SOLE
17897
0
0
iShares S&P Midcap
COM
464287507
643
3124
SH
SOLE
3124
0
0
Toro Co Com
COM
891092108
637
8000
SH
SOLE
8000
0
0
iShares MSCI EAFE ETF
COM
464287465
634
9132
SH
SOLE
9132
0
0
SPDRR S&P 500 ETF
COM
78462F103
627
1949
SH
SOLE
1949
0
0
Annaly Capital
COM
035710870
619
23945
SH
SOLE
23945
0
0
Truist Finl Corp Com
COM
89832Q109
611
10854
SH
SOLE
10854
0
0
Qualcomm Inc
COM
747525103
608
6890
SH
SOLE
6890
0
0
Yum Brands Inc Com
COM
988498101
597
5930
SH
SOLE
5930
0
0
United Technologies
COM
913017109
588
3929
SH
SOLE
3929
0
0
Bristol-Myers Squibb Co
COM
110122108
581
9058
SH
SOLE
9058
0
0
Nestle S A Reg B Adr
COM
641069406
579
5350
SH
SOLE
5350
0
0
Capital One Financial Corp
COM
14040H105
573
5570
SH
SOLE
5570
0
0
Vanguard Tax-Exempt Bond ETF
COM
922907746
566
10568
SH
SOLE
10568
0
0
Oracle Corporation
COM
68389X105
545
10280
SH
SOLE
10280
0
0
Abbott Laboratories
COM
002824100
541
6230
SH
SOLE
6230
0
0
Gabelli Divid & Incm Pfd
COM
345395206
534
20697
SH
SOLE
20697
0
0
iShares Floating Rate Bond ETF
COM
46429B655
525
10308
SH
SOLE
10308
0
0
General Electric Co.
COM
369604103
501
44877
SH
SOLE
44877
0
0
Enbridge Inc
COM
29250N105
484
12162
SH
SOLE
12162
0
0
Sector Spdr Engy Select
COM
81369Y506
476
7930
SH
SOLE
7930
0
0
Alibaba Group Hldg
COM
01609W102
467
2200
SH
SOLE
2200
0
0
Dominion Resources Inc VA New
COM
25746U109
465
5613
SH
SOLE
5613
0
0
Assured Gty Muni
PFD
04623A304
452
17020
SH
SOLE
17020
0
0
Baxter International Inc
COM
071813109
440
5268
SH
SOLE
5268
0
0
3M Company
COM
88579Y101
431
2445
SH
SOLE
2445
0
0
Russell Midcap ETF
COM
464287499
429
7200
SH
SOLE
7200
0
0
iPathR Bloomberg Cmdty TR ETN
COM
06738C778
427
18689
SH
SOLE
18689
0
0
iShares CEF Real Estate
COM
464287739
426
4575
SH
SOLE
4575
0
0
Ingersoll Rand Co Cl A
COM
G47791101
419
3155
SH
SOLE
3155
0
0
Broadcom Inc Com
COM
11135F101
419
1325
SH
SOLE
1325
0
0
Abbvie Inc
COM
00287Y109
416
4697
SH
SOLE
4697
0
0
International Business Machines
COM
459200101
409
3055
SH
SOLE
3055
0
0
iShares S&P 600 Smallcap
COM
464287804
405
4833
SH
SOLE
4833
0
0
Vanguard Total International Stock
COM
921909768
398
7145
SH
SOLE
7145
0
0
Texas Instruments Inc
COM
882508104
392
3052
SH
SOLE
3052
0
0
Sector Spdr Health Fund
COM
81369Y209
390
3832
SH
SOLE
3832
0
0
Mondelez
COM
609207105
388
7042
SH
SOLE
7042
0
0
The Southern Company
COM
842587107
384
6022
SH
SOLE
6022
0
0
Northrop Grumman Corp
COM
666807102
371
1079
SH
SOLE
1079
0
0
Capital One
PFD
14040H881
369
14240
SH
SOLE
14240
0
0
Four Corners Property Trust
COM
35086T109
365
12957
SH
SOLE
12957
0
0
Public Storage
PFD
74460W800
353
14011
SH
SOLE
14011
0
0
Ametek INC
COM
031100100
349
3500
SH
SOLE
3500
0
0
iShares COMEX Gold Trust
COM
464285105
349
24050
SH
SOLE
24050
0
0
Host Hotels & Resorts
COM
44107P104
343
18478
SH
SOLE
18478
0
0
Vanguard Short-Term Corporate Bond ETF
COM
92206C409
342
4215
SH
SOLE
4215
0
0
Hometrust Bancshares Inc
COM
437872104
338
12600
SH
SOLE
12600
0
0
Kimberly-Clark Corp
COM
494368103
331
2409
SH
SOLE
2409
0
0
Magellan Midstream Partne
COM
559080106
330
5245
SH
SOLE
5245
0
0
L3Harris Technologies Ord
COM
502431109
325
1645
SH
SOLE
1645
0
0
Eaton Corp PLC
COM
G29183103
318
3352
SH
SOLE
3352
0
0
Dupont De Nemours Inc
COM
26614N102
305
4744
SH
SOLE
4744
0
0
Royal Dutch Shell A Adrf
COM
131004202
301
5100
SH
SOLE
5100
0
0
Blackrock Core Bd TRUST
COM
09249E101
288
19750
SH
SOLE
19750
0
0
Yum China Holdings I
COM
98850P109
287
5981
SH
SOLE
5981
0
0
Honeywell, Inc.
COM
438516106
284
1602
SH
SOLE
1602
0
0
Fifth Third Bancorp
COM
316773100
283
9199
SH
SOLE
9199
0
0
Boston Scientific Corp Co
COM
101137107
276
6098
SH
SOLE
6098
0
0
Dow Inc
COM
260557103
272
4964
SH
SOLE
4964
0
0
Eversource Energy
COM
30040W108
269
3160
SH
SOLE
3160
0
0
Sector Spdr Util Select
COM
81369Y886
269
4160
SH
SOLE
4160
0
0
Allergan Inc
COM
G0177J108
266
1390
SH
SOLE
1390
0
0
Accenture Ltd Cl A
COM
G1151C101
263
1248
SH
SOLE
1248
0
0
Public Service Enterprise Group Inc
COM
744573106
262
4437
SH
SOLE
4437
0
0
Russell 2000 Growth ETF
COM
464287648
253
1183
SH
SOLE
1183
0
0
Fedex Corporation
COM
31428X106
253
1673
SH
SOLE
1673
0
0
Goldman Sachs Gp Dep Shs
PFD
38143Y665
253
11577
SH
SOLE
11577
0
0
Nokia Corp Spon Adr
COM
654902204
249
67200
SH
SOLE
67200
0
0
SPDRR Portfolio Mid Cap ETF
COM
78464A847
243
6715
SH
SOLE
6715
0
0
Raytheon Company New
COM
755111507
242
1103
SH
SOLE
1103
0
0
Paychex Inc
COM
704326107
241
2834
SH
SOLE
2834
0
0
Waste Management, Inc.
COM
94106L109
234
2055
SH
SOLE
2055
0
0
Carnival Corp New
COM
143658300
226
4445
SH
SOLE
4445
0
0
Nuveen AMT-Free Municipal
COM
670657105
215
14962
SH
SOLE
14962
0
0
Aqua America Inc. Com
COM
03836W103
214
4553
SH
SOLE
4553
0
0
Paypal Holdings Inc
COM
70450Y103
214
1974
SH
SOLE
1974
0
0
SPDRR S&P Emerging Markets ETF
COM
78463X509
212
5630
SH
SOLE
5630
0
0
American National Bankshares Inc
COM
027745108
210
5302
SH
SOLE
5302
0
0
Vanguard FTSE Pacific ETF
COM
922042866
208
2996
SH
SOLE
2996
0
0
Boeing Co
COM
097023105
206
632
SH
SOLE
632
0
0
Becton Dickinson
COM
075887109
205
752
SH
SOLE
752
0
0
Visa Inc Cl A
COM
92826C839
203
1083
SH
SOLE
1083
0
0
Vanguard IT ETF
COM
92204A702
203
830
SH
SOLE
830
0
0
Sector Spdr Tech Select
COM
81369Y803
202
2200
SH
SOLE
2200
0
0
Streettracks Series Trust SPDR Pharmaceuticals
COM
78464A722
201
4400
SH
SOLE
4400
0
0