$102 Million is the total value of Peachtree Investment Advisors, Inc.'s 84 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $3,426,000 | +0.8% | 26,625 | 0.0% | 3.36% | -2.8% | |
| CNQ | CANADIAN NAT RES LTD | $1,305,000 | +3.9% | 40,725 | 0.0% | 1.28% | +0.2% | |
| PM | PHILIP MORRIS INTL INC | $897,000 | -4.5% | 9,229 | 0.0% | 0.88% | -7.9% | |
| ABB | ABB LTDsponsored adr | $897,000 | +13.5% | 39,850 | 0.0% | 0.88% | +9.6% | |
| MO | ALTRIA GROUP INC | $764,000 | -8.4% | 12,088 | 0.0% | 0.75% | -11.6% | |
| DVY | ISHARES TRselect divid etf | $746,000 | +0.4% | 8,708 | 0.0% | 0.73% | -3.2% | |
| ECL | ECOLAB INC | $730,000 | +2.5% | 6,000 | 0.0% | 0.72% | -1.1% | |
| CVX | CHEVRON CORP NEW | $635,000 | -1.9% | 6,171 | 0.0% | 0.62% | -5.3% | |
| GPC | GENUINE PARTS CO | $587,000 | -0.8% | 5,842 | 0.0% | 0.58% | -4.3% | |
| DIS | DISNEY WALT CO | $476,000 | -5.2% | 5,127 | 0.0% | 0.47% | -8.6% | |
| SYK | STRYKER CORP | $461,000 | -2.9% | 3,961 | 0.0% | 0.45% | -6.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $452,000 | +3.9% | 4,336 | 0.0% | 0.44% | +0.2% | |
| VAR | VARIAN MED SYS INC | $428,000 | +20.9% | 4,300 | 0.0% | 0.42% | +16.7% | |
| QQQ | POWERSHARES QQQ TRUSTunit ser 1 | $416,000 | +10.6% | 3,500 | 0.0% | 0.41% | +6.8% | |
| MMM | 3M CO | $404,000 | +0.7% | 2,290 | 0.0% | 0.40% | -2.9% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $402,000 | +1.5% | 3,673 | 0.0% | 0.39% | -2.2% | |
| DLN | WISDOMTREE TRlargecap divid | $373,000 | +1.6% | 4,844 | 0.0% | 0.37% | -1.9% | |
| NOC | NORTHROP GRUMMAN CORP | $364,000 | -3.7% | 1,700 | 0.0% | 0.36% | -7.0% | |
| LLY | LILLY ELI & CO | $350,000 | +2.0% | 4,360 | 0.0% | 0.34% | -1.7% | |
| LQD | ISHARES TRiboxx inv cp etf | $348,000 | +0.6% | 2,822 | 0.0% | 0.34% | -3.1% | |
| ORCL | ORACLE CORP | $333,000 | -4.0% | 8,478 | 0.0% | 0.33% | -7.4% | |
| IGSB | ISHARES TR1-3 yr cr bd etf | $332,000 | -0.3% | 3,139 | 0.0% | 0.33% | -3.8% | |
| WFC | WELLS FARGO & CO NEW | $325,000 | -6.6% | 7,344 | 0.0% | 0.32% | -9.9% | |
| CVS | CVS HEALTH CORP | $311,000 | -7.2% | 3,500 | 0.0% | 0.30% | -10.6% | |
| RTN | RAYTHEON CO | $296,000 | +0.3% | 2,173 | 0.0% | 0.29% | -3.3% | |
| VLO | VALERO ENERGY CORP NEW | $289,000 | +4.0% | 5,460 | 0.0% | 0.28% | +0.4% | |
| WMT | WAL-MART STORES INC | $277,000 | -1.4% | 3,845 | 0.0% | 0.27% | -4.9% | |
| PFE | PFIZER INC | $251,000 | -3.8% | 7,416 | 0.0% | 0.25% | -7.2% | |
| HON | HONEYWELL INTL INC | $244,000 | 0.0% | 2,095 | 0.0% | 0.24% | -3.6% | |
| KMB | KIMBERLY CLARK CORP | $235,000 | -8.2% | 1,865 | 0.0% | 0.23% | -11.2% | |
| DD | DU PONT E I DE NEMOURS & CO | $231,000 | +3.6% | 3,445 | 0.0% | 0.23% | 0.0% | |
| EXI | ISHARES TRglob indstrl etf | $223,000 | +6.2% | 3,019 | 0.0% | 0.22% | +2.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 21 | Q4 2018 | 7.6% |
| HOME DEPOT INC | 21 | Q4 2018 | 3.8% |
| MICROSOFT CORP | 21 | Q4 2018 | 3.5% |
| JOHNSON & JOHNSON | 21 | Q4 2018 | 2.7% |
| EXXON MOBIL CORP | 21 | Q4 2018 | 5.1% |
| LOWES COS INC | 21 | Q4 2018 | 2.5% |
| PROCTER & GAMBLE CO | 21 | Q4 2018 | 2.4% |
| Illinois Tool Works Inc | 21 | Q4 2018 | 2.2% |
| INTEL CORP | 21 | Q4 2018 | 1.9% |
| Texas Instruments Inc | 21 | Q4 2018 | 2.2% |
View Peachtree Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-01-14 |
| 13F-HR | 2018-10-05 |
| 13F-HR | 2018-07-09 |
| 13F-HR | 2018-04-05 |
| 13F-HR | 2018-01-16 |
| 13F-HR | 2017-10-13 |
| 13F-HR | 2017-07-12 |
| 13F-HR | 2017-04-06 |
| 13F-HR | 2017-01-13 |
| 13F-HR | 2016-10-06 |
View Peachtree Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.