Vermeiden Sie Betrug, informieren Sie sich und finden Sie das Beste
Legal Name: ALTAVISTA WEALTH MANAGEMENT, INC.
Berichtszeitraum:
Jun 30, 2019
Gültigkeitsdatum:
Aug 13, 2019
Sicherheit |
Gehaltene Aktien / Nennbetrag |
Marktwert |
Möglichkeit |
ISHARES TR CORE US AGGBD ET (464287226)
|
300,953 |
$33,511k |
|
Berkshire Hathaway, Inc. (084670702)
|
48,623 |
$10,365k |
|
MICROSOFT CORP (594918104)
|
72,279 |
$9,683k |
|
SPDR SERIES TRUST (78468r663)
|
85,967 |
$7,875k |
|
JOHNSON & JOHNSON (478160104)
|
55,887 |
$7,784k |
|
Apple Inc (037833100)
|
38,722 |
$7,664k |
|
CISCO SYSTEMS INC (17275R102)
|
134,997 |
$7,388k |
|
INTEL CORP (458140100)
|
144,905 |
$6,937k |
|
TRACTOR SUPPLY CO (892356106)
|
62,427 |
$6,792k |
|
PEPSICO INC (713448108)
|
49,977 |
$6,553k |
|
ROPER TECHNOLOGIES (776696106)
|
17,751 |
$6,502k |
|
WALMART INC COM (931142103)
|
58,280 |
$6,439k |
|
STRYKER CORP (863667101)
|
30,660 |
$6,303k |
|
MCDONALDS CORP (580135101)
|
29,201 |
$6,064k |
|
Facebook Inc (30303M102)
|
29,035 |
$5,604k |
|
LOWES CO (548661107)
|
53,188 |
$5,367k |
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
85,728 |
$5,264k |
|
PROCTER & GAMBLE CO (742718109)
|
46,626 |
$5,112k |
|
DISNEY WALT CO (254687106)
|
36,495 |
$5,096k |
|
Amazon.com Inc (023135106)
|
2,672 |
$5,059k |
|
JPMORGAN CHASE & CO (46625H100)
|
44,873 |
$5,017k |
|
ALPHABET INC (02079K305)
|
4,444 |
$4,812k |
|
SPDR GOLD TR GOLD (78463V107)
|
35,905 |
$4,783k |
|
PFIZER INC (717081103)
|
108,668 |
$4,708k |
|
SPDRR Blmbg Barclays 1-10 Year TIPS ETF (78468R861)
|
239,785 |
$4,696k |
|
HOME DEPOT INC (437076102)
|
21,678 |
$4,508k |
|
UNION PAC CORP (907818108)
|
25,884 |
$4,377k |
|
LINCOLN NATL CORP (534187109)
|
66,929 |
$4,314k |
|
CORNING INCORPORATED (219350105)
|
116,721 |
$3,879k |
|
ECOLAB INC (278865100)
|
19,639 |
$3,878k |
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
73,525 |
$3,782k |
|
UNILEVER PLC (904767704)
|
52,964 |
$3,282k |
|
Exxon Mobil Corp (30231G102)
|
41,078 |
$3,148k |
|
Valero Energy Corp (91913Y100)
|
36,303 |
$3,108k |
|
STANLEY BLACK&DECKR (854502101)
|
17,474 |
$2,527k |
|
ISHARES (464287556)
|
22,423 |
$2,446k |
|
DARDEN RESTAURANT (237194105)
|
19,989 |
$2,433k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
15,227 |
$2,285k |
|
UNITEDHEALTH GRP INC (91324P102)
|
9,234 |
$2,253k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
42,896 |
$2,187k |
|
MASTERCARD INC (57636Q104)
|
8,104 |
$2,144k |
|
Bank of America Corp. (060505104)
|
63,745 |
$1,849k |
|
VANECK VECTORS ETF TR (92189H201)
|
36,979 |
$1,840k |
|
TARGET CORPORATION (87612E106)
|
19,995 |
$1,732k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
6,385 |
$1,719k |
|
ADP (053015103)
|
9,753 |
$1,612k |
|
SPDR SER TR (78468R739)
|
31,850 |
$1,558k |
|
Aptiv PLC (G6095L109)
|
18,364 |
$1,484k |
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
24,280 |
$1,479k |
|
DUKE ENERGY CORP (26441C204)
|
16,651 |
$1,469k |
|
CVS HEALTH CORP (126650100)
|
26,337 |
$1,435k |
|
VERIZON COMMUNICATIONS (92343V104)
|
24,714 |
$1,412k |
|
TRAVELERS CO(THE) (89417E109)
|
9,360 |
$1,399k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
49,593 |
$1,369k |
|
ISHARES TR (46434V647)
|
49,963 |
$1,333k |
|
Chevron Corp (166764100)
|
10,512 |
$1,308k |
|
VANGUARD WHITEHALL FDS INC (921946406)
|
14,666 |
$1,282k |
|
CONSTELLATION BRANDS (21036P108)
|
6,119 |
$1,205k |
|
MERCK & CO INC (58933Y105)
|
13,938 |
$1,169k |
|
NEXTERA ENERGY INC (65339F101)
|
5,627 |
$1,153k |
|
ConocoPhillips (20825C104)
|
18,722 |
$1,142k |
|
EMERSON ELEC CO (291011104)
|
16,827 |
$1,123k |
|
Thermo Fisher Scientific Inc (883556102)
|
3,689 |
$1,083k |
|
AMGEN INC (031162100)
|
5,836 |
$1,075k |
|
ISHARES TR (464287176)
|
9,252 |
$1,069k |
|
VANGUARD BD INDEX FD INC (921937827)
|
12,070 |
$972k |
|
ING Group Pfd (456837509)
|
37,683 |
$970k |
|
FIRST BANCORP (318910106)
|
25,485 |
$928k |
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
16,572 |
$910k |
|
Deere & Co (244199105)
|
5,423 |
$899k |
|
ROYAL BANK CDA (780087102)
|
11,314 |
$898k |
|
SYSCO CORP (871829107)
|
12,417 |
$878k |
|
SELECT SECTOR SPDR (81369Y506)
|
13,568 |
$864k |
|
Renaissancere (G7498P309)
|
32,180 |
$857k |
|
PHILIP MORRIS INTL (718172109)
|
10,897 |
$856k |
|
ISHARES FLT (46429B655)
|
16,790 |
$855k |
|
GENERAL MILLS INC (370334104)
|
16,011 |
$841k |
|
ALTRIA GROUP INC (02209S103)
|
17,356 |
$822k |
|
AEGON N.V. PERPETUAL CAPITAL SECURITIES (007924301)
|
30,179 |
$776k |
|
VANGUARD GROUP (921908844)
|
6,613 |
$762k |
|
WELLS FARGO CO NEW (949746101)
|
15,603 |
$738k |
|
COCA-COLA CO (191216100)
|
14,320 |
$729k |
|
AT&T INC (00206R102)
|
20,972 |
$703k |
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
6,024 |
$681k |
|
Alphabet Inc (02079K107)
|
622 |
$672k |
|
ISHARES (464287465)
|
9,682 |
$636k |
|
Annaly Capital (035710870)
|
24,245 |
$616k |
|
QUALCOMM INC (747525103)
|
7,690 |
$585k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
1,947 |
$570k |
|
Gabelli Divid & Incm Pfd (345395206)
|
21,497 |
$566k |
|
NESTLE S A (641069406)
|
5,350 |
$553k |
|
GENERAL ELECTRIC CO (369604103)
|
52,681 |
$553k |
|
UNITED TECHNOLOGIES (913017109)
|
4,128 |
$537k |
|
TORO CO (891092108)
|
8,000 |
$535k |
|
BB&T CORPORATION (054937107)
|
10,721 |
$527k |
|
ABBOTT LABS (002824100)
|
6,230 |
$524k |
|
VANGUARD MUN BD FD INC (922907746)
|
9,568 |
$508k |
|
Assured Gty Muni (04623A304)
|
18,150 |
$480k |
|
3M CO (88579Y101)
|
2,695 |
$467k |
|
ALLERGAN PLC (G0177J108)
|
2,772 |
$464k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
2,337 |
$454k |
|
BAXTER INTL INC (071813109)
|
5,517 |
$452k |
|
INTL BUSINESS MCHN (459200101)
|
3,255 |
$449k |
|
ENBRIDGE INC (29250N105)
|
12,300 |
$444k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
2,500 |
$424k |
|
ORACLE CORP (68389X105)
|
7,280 |
$415k |
|
Bristol-Myers Squibb Co (110122108)
|
9,058 |
$411k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
7,200 |
$402k |
|
ISHARES U (464287739)
|
4,575 |
$399k |
|
BROADCOM INC (11135F101)
|
1,340 |
$386k |
|
DuPont de Nemours Inc (26614N102)
|
5,067 |
$380k |
|
TOTAL SYS SVCS INC (891906109)
|
2,905 |
$373k |
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
4,615 |
$372k |
|
EVERSOURCE ENERGY (30040W108)
|
4,827 |
$366k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
26,050 |
$352k |
|
ABBVIE INC (00287Y109)
|
4,747 |
$345k |
|
MONDELEZ INTL INC (609207105)
|
6,293 |
$339k |
|
TEXAS INSTRUMENTS (882508104)
|
2,862 |
$328k |
|
AMETEK INC (031100100)
|
3,604 |
$327k |
|
HARRIS CORP DEL (413875105)
|
1,715 |
$324k |
|
FOUR CORNERS PRPERTY (35086T109)
|
11,837 |
$324k |
|
KIMBERLY CLARK CORP (494368103)
|
2,409 |
$321k |
|
HOMETRUST BANCSHARES INC (437872104)
|
12,600 |
$317k |
|
Capital One (14040H881)
|
12,215 |
$315k |
|
Public Storage (74460W800)
|
12,390 |
$309k |
|
DOMINION ENERGY INC (25746U109)
|
3,977 |
$308k |
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
5,800 |
$306k |
|
LILLY ELI & CO (532457108)
|
2,750 |
$305k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,837 |
$300k |
|
HONEYWELL INTL INC (438516106)
|
1,702 |
$297k |
|
BLACKROCK CORE BD TR (09249E101)
|
20,750 |
$292k |
|
MAGELLAN MIDSTREAM (559080106)
|
4,450 |
$285k |
|
FEDEX CORP (31428X106)
|
1,685 |
$277k |
|
BOSTON SCIENTIFIC (101137107)
|
6,098 |
$262k |
|
PUBLIC SVC ENTERPR (744573106)
|
4,437 |
$261k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,398 |
$258k |
|
BARCLAYS BK PLC (06738C778)
|
11,547 |
$257k |
|
FIFTH THIRD BANCORP (316773100)
|
9,199 |
$257k |
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
2,747 |
$254k |
|
YUM BRANDS INC (988498101)
|
2,258 |
$250k |
|
Dow Inc (260557103)
|
5,065 |
$250k |
|
NOKIA CORP (654902204)
|
49,600 |
$248k |
|
Preferredplus Tr (73941X593)
|
16,598 |
$243k |
|
PayPal Holdings Inc (70450Y103)
|
2,124 |
$243k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
1,182 |
$237k |
|
Allstate 6.625 (020002879)
|
9,345 |
$237k |
|
WASTE MGMT INC DEL (94106L109)
|
2,055 |
$237k |
|
HOST HOTELS & RESRTS (44107P104)
|
12,710 |
$232k |
|
SPDR SERIES TRUST (78464A847)
|
6,715 |
$229k |
|
EATON CORPORATION (G29183103)
|
2,722 |
$227k |
|
BECTON DICKINSON (075887109)
|
888 |
$224k |
|
SOUTHERN CO (842587107)
|
4,038 |
$223k |
|
UNILEVER N.V (904784709)
|
3,650 |
$222k |
|
VANGUARD WORLD FDS (92204A306)
|
2,600 |
$221k |
|
BLACKROCK ENERGY & RES TR (09250U101)
|
18,388 |
$219k |
|
NORFOLK SOUTHERN (655844108)
|
1,100 |
$219k |
|
Boeing Co/The (097023105)
|
601 |
$219k |
|
GOLDMAN SACHS GROUP I (38143Y665)
|
11,177 |
$215k |
|
NORTHROP GRUMMAN CO (666807102)
|
651 |
$210k |
|
AMERICAN NATL BANKSHARES INC (027745108)
|
5,302 |
$205k |
|
Nuveen NC Premium Income Muni (67060P100)
|
15,308 |
$204k |
|
Viele Menschen wurden durch Betrug und Ponzi-Vorhaben verbrannt. Deshalb haben wir diese Website erstellt, um Ihnen als potenziellem Investor dabei zu helfen, die Fakten zu ermitteln, die besten zu finden und Betrugs- und Ponzi-Vorhaben zu vermeiden.
Alle auf dieser Website bereitgestellten Informationen werden ohne Gewähr und nur zu Informationszwecken bereitgestellt.
InvestingReview.org bietet keine Anlageberatung an. InvestingReview.org ist kein Anlageberater und wird von keiner US-amerikanischen oder nicht US-amerikanischen Aufsichtsbehörde unterstützt oder ist mit dieser verbunden.
Kürzlich gesuchte Firmen
Bitte beachten Sie: Die Suchdaten werden von Dritten gesammelt und einmal täglich aktualisiert.