$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $1,102,000 | -2.0% | 26,585 | 0.0% | 1.08% | -2.0% | |
| MRK | MERCK & CO INC | $890,000 | -5.7% | 15,122 | 0.0% | 0.87% | -5.7% | |
| PM | PHILIP MORRIS INTL INC | $844,000 | -5.9% | 9,229 | 0.0% | 0.83% | -5.9% | |
| MO | ALTRIA GROUP INC | $817,000 | +6.9% | 12,088 | 0.0% | 0.80% | +6.9% | |
| DVY | ISHARES TRselect divid etf | $771,000 | +3.4% | 8,708 | 0.0% | 0.76% | +3.4% | |
| ECL | ECOLAB INC | $703,000 | -3.7% | 6,000 | 0.0% | 0.69% | -3.6% | |
| SYK | STRYKER CORP | $475,000 | +3.0% | 3,961 | 0.0% | 0.47% | +3.1% | |
| IWF | ISHARES TRrus 1000 grw etf | $455,000 | +0.7% | 4,336 | 0.0% | 0.45% | +0.9% | |
| QQQ | POWERSHARES QQQ TRUSTunit ser 1 | $415,000 | -0.2% | 3,500 | 0.0% | 0.41% | -0.2% | |
| WFC | WELLS FARGO & CO NEW | $405,000 | +24.6% | 7,344 | 0.0% | 0.40% | +24.5% | |
| PSX | PHILLIPS 66 | $401,000 | +7.2% | 4,644 | 0.0% | 0.39% | +7.4% | |
| NOC | NORTHROP GRUMMAN CORP | $395,000 | +8.5% | 1,700 | 0.0% | 0.39% | +8.7% | |
| DLN | WISDOMTREE TRlargecap divid | $387,000 | +3.8% | 4,844 | 0.0% | 0.38% | +3.8% | |
| VAR | VARIAN MED SYS INC | $386,000 | -9.8% | 4,300 | 0.0% | 0.38% | -9.8% | |
| ADBE | ADOBE SYS INC | $360,000 | -5.3% | 3,500 | 0.0% | 0.35% | -5.4% | |
| IGSB | ISHARES TR1-3 yr cr bd etf | $329,000 | -0.9% | 3,139 | 0.0% | 0.32% | -0.9% | |
| ORCL | ORACLE CORP | $326,000 | -2.1% | 8,478 | 0.0% | 0.32% | -2.1% | |
| LLY | LILLY ELI & CO | $321,000 | -8.3% | 4,360 | 0.0% | 0.32% | -8.2% | |
| RTN | RAYTHEON CO | $309,000 | +4.4% | 2,173 | 0.0% | 0.30% | +4.5% | |
| CVS | CVS HEALTH CORP | $276,000 | -11.3% | 3,500 | 0.0% | 0.27% | -11.1% | |
| WMT | WAL-MART STORES INC | $266,000 | -4.0% | 3,845 | 0.0% | 0.26% | -4.0% | |
| EFA | ISHARES TRmsci eafe etf | $260,000 | -2.3% | 4,500 | 0.0% | 0.26% | -2.3% | |
| DD | DU PONT E I DE NEMOURS & CO | $253,000 | +9.5% | 3,445 | 0.0% | 0.25% | +9.3% | |
| HON | HONEYWELL INTL INC | $243,000 | -0.4% | 2,095 | 0.0% | 0.24% | -0.4% | |
| PFE | PFIZER INC | $241,000 | -4.0% | 7,416 | 0.0% | 0.24% | -3.7% | |
| ABBV | ABBVIE INC | $229,000 | -0.9% | 3,660 | 0.0% | 0.22% | -0.9% | |
| EXI | ISHARES TRglob indstrl etf | $228,000 | +2.2% | 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 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.