Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ALTAVISTA WEALTH MANAGEMENT, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
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 |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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