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
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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