$102 Million is the total value of Peachtree Investment Advisors, Inc.'s 89 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 114.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,733,000 | -4.0% | 104,358 | +1.0% | 3.66% | -4.0% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $1,621,000 | +6.0% | 20,405 | +7.8% | 1.59% | +6.1% |
| KHC | Buy | KRAFT HEINZ CO | $1,548,000 | -1.8% | 17,729 | +0.7% | 1.52% | -1.7% |
| SCI | New | SERVICE CORP INTL | $792,000 | – | 27,905 | +100.0% | 0.78% | – |
| PHB | Buy | POWERSHARES ETF TR IIfdm hg yld rafi | $703,000 | +6.2% | 37,438 | +6.7% | 0.69% | +6.2% |
| STI | New | SUNTRUST BKS INC | $603,000 | – | 10,987 | +100.0% | 0.59% | – |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $533,000 | +6.6% | 11,216 | +6.1% | 0.52% | +6.5% |
| EQR | New | EQUITY RESIDENTIALsh ben int | $517,000 | – | 8,037 | +100.0% | 0.51% | – |
| SBUX | New | STARBUCKS CORP | $490,000 | – | 8,818 | +100.0% | 0.48% | – |
| IYE | Buy | ISHARES TRu.s. energy etf | $423,000 | +9.9% | 10,182 | +3.1% | 0.42% | +9.8% |
| AVB | New | AVALONBAY CMNTYS INC | $400,000 | – | 2,259 | +100.0% | 0.39% | – |
| DUK | New | DUKE ENERGY CORP NEW | $326,000 | – | 4,197 | +100.0% | 0.32% | – |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $312,000 | +5.8% | 5,760 | +2.3% | 0.31% | +5.9% |
| UNM | New | UNUM GROUP | $278,000 | – | 6,338 | +100.0% | 0.27% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $206,000 | – | 1,879 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-13
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.