ALTAVISTA WEALTH MANAGEMENT, INC.

HTTP://WWW.ALTAVISTAWEALTH.COM ASHEVILLE, NC Investment Advisor How do I update this listing?

Altavista Wealth Management is based out of Asheville. Altavista Wealth Management is a large advisory firm with 276 clients and discretionary assets under management (AUM) of $469,480,873 (Form ADV from 2019-04-03). Their last reported 13F filing for Q4 2019 included $336,186,000 in managed 13F securities and a top 10 holdings concentration of 35.74%. Altavista Wealth Management's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 381,610. Altavista Wealth Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 45 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $336.186 Million
  • Prior Market Value $321.669 Million
  • New Purchases13 stocks
  • Additional Purchases43 stocks
  • Sold out of6 stocks
  • Reduced holdings in69 stocks
  • Top 10 Holdings % 35.74 %
  • Turnover % [1]:11.18%
  • Turnover Alt % [2]: 4.21 %
  • Time Held Top20:20.20 quarters
  • Time Held Top10:17.10 quarters
  • Time Held All:18.32 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 8.46%
Performance Last 4 Quarters: 22.53%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ALTAVISTA WEALTH MANAGEMENT, INC.
4 VANDERBILT PARK DRIVE, SUITE 310
ASHEVILLE NC    28803
Country: United States

Business Phone: 828-684-2600
Fax: 828-684-2680
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NC
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,FAMILY OFFICE SERVICE
Amount of client funds and securities: 280,749,000
Total Number of Clients: 276
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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ALTAVISTA WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-04-03
Name Title Start Date Direct/Indirect % Ownership
FRIEDRICH, JACQUELYN, SHELLY FINANCIAL ADVISOR 03/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, INC. FINANCIAL ADVISOR direct 2008-03-01
BOYD, KYLE, RUSSELL SECRETARY/MANAGING PRINCIPAL 04/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-03-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/MANAGING PRINCIPAL direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, LLC SECRETARY direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/CHIEF COMPLIANCE OFFICER direct 2005-03-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/CCO direct 2005-03-01
AKERS, LEWIS, DANIEL PRESIDENT/TREASURER/MANAGING PRINCIPAL 04/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, LLC PRINCIPAL direct 2003-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. PRESIDENT/TREASURER/MANAGING PRINCIPAL direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. PRESIDENT/TREASURER direct 2004-04-01
NELSON, CHRISTINE, BARRY CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 04/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, INC. DIRECTOR OF OPERATIONS direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER direct 2004-04-01

ALTAVISTA WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
BOYD, KYLE, RUSSELL SECRETARY/MANAGING PRINCIPAL 04/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-03-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/MANAGING PRINCIPAL direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, LLC SECRETARY direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/CHIEF COMPLIANCE OFFICER direct 2005-03-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/CCO direct 2005-03-01
AKERS, LEWIS, DANIEL PRESIDENT/TREASURER/MANAGING PRINCIPAL 04/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, LLC PRINCIPAL direct 2003-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. PRESIDENT/TREASURER/MANAGING PRINCIPAL direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. PRESIDENT/TREASURER direct 2004-04-01
NELSON, CHRISTINE, BARRY CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 04/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, INC. DIRECTOR OF OPERATIONS direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER direct 2004-04-01
FRIEDRICH, JACQUELYN, SHELLY FINANCIAL ADVISOR 03/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, INC. FINANCIAL ADVISOR direct 2008-03-01

ALTAVISTA WEALTH MANAGEMENT, INC.

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
BOYD, KYLE, RUSSELL SECRETARY/MANAGING PRINCIPAL 04/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, LLC MANAGING PRINCIPAL direct 2003-03-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/MANAGING PRINCIPAL direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, LLC SECRETARY direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/CHIEF COMPLIANCE OFFICER direct 2005-03-01
ALTAVISTA WEALTH MANAGEMENT, INC. SECRETARY/CCO direct 2005-03-01
AKERS, LEWIS, DANIEL PRESIDENT/TREASURER/MANAGING PRINCIPAL 04/01/2004 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, LLC PRINCIPAL direct 2003-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. PRESIDENT/TREASURER/MANAGING PRINCIPAL direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. PRESIDENT/TREASURER direct 2004-04-01
NELSON, CHRISTINE, BARRY CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER 04/01/2004 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, INC. DIRECTOR OF OPERATIONS direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER direct 2004-04-01
ALTAVISTA WEALTH MANAGEMENT, INC. DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER direct 2004-04-01
FRIEDRICH, JACQUELYN, SHELLY FINANCIAL ADVISOR 03/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
ALTAVISTA WEALTH MANAGEMENT, INC. FINANCIAL ADVISOR direct 2008-03-01

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