$131 Million is the total value of Peachtree Investment Advisors, Inc.'s 77 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $15,969,000 | +10.7% | 468,718 | +8.8% | 12.20% | -1.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,425,000 | +16.6% | 31,336 | +9.6% | 6.44% | +3.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $8,274,000 | +23.2% | 180,225 | +16.9% | 6.32% | +9.6% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $8,181,000 | +8.2% | 70,467 | +8.5% | 6.25% | -3.7% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $6,048,000 | +10.2% | 76,455 | +11.2% | 4.62% | -2.0% |
| AAPL | New | APPLE INC | $5,294,000 | – | 31,284 | +100.0% | 4.04% | – |
| MSFT | Buy | MICROSOFT CORP | $4,196,000 | +15.3% | 49,049 | +0.4% | 3.21% | +2.6% |
| TXN | Buy | TEXAS INSTRS INC | $2,943,000 | +17.3% | 28,175 | +0.7% | 2.25% | +4.4% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,859,000 | +15.2% | 17,135 | +2.1% | 2.18% | +2.5% |
| IYW | Buy | ISHARES TRu.s. tech etf | $2,795,000 | +11.0% | 17,171 | +2.3% | 2.14% | -1.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,553,000 | +2.7% | 27,781 | +1.7% | 1.95% | -8.6% |
| INTC | Buy | INTEL CORP | $2,461,000 | +24.2% | 53,307 | +2.4% | 1.88% | +10.5% |
| KRE | Buy | SPDR SERIES TRUSTs&p regl bkg | $2,441,000 | +4.8% | 41,480 | +1.1% | 1.86% | -6.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,155,000 | +14.3% | 20,148 | +2.0% | 1.65% | +1.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,126,000 | +17.3% | 11,425 | +3.6% | 1.62% | +4.4% |
| DOV | Buy | DOVER CORP | $2,053,000 | +12.4% | 20,330 | +1.8% | 1.57% | 0.0% |
| CAT | Buy | CATERPILLAR INC DEL | $1,925,000 | +27.8% | 12,215 | +1.1% | 1.47% | +13.7% |
| CSCO | Buy | CISCO SYS INC | $1,881,000 | +17.4% | 49,113 | +3.1% | 1.44% | +4.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,410,000 | +9.1% | 26,636 | +2.0% | 1.08% | -3.0% |
| PHB | Buy | POWERSHARES ETF TR IIfdm hg yld rafi | $1,173,000 | +8.8% | 61,898 | +9.6% | 0.90% | -3.2% |
| IYC | Buy | ISHARES TRu.s. cnsm sv etf | $833,000 | +26.0% | 4,647 | +15.4% | 0.64% | +12.1% |
| ABB | New | ABB LTDsponsored adr | $713,000 | – | 26,575 | +100.0% | 0.54% | – |
| XOM | Buy | EXXON MOBIL CORP | $508,000 | +14.4% | 6,076 | +12.2% | 0.39% | +1.8% |
| DVN | Buy | DEVON ENERGY CORP NEW | $498,000 | +14.2% | 12,030 | +1.3% | 0.38% | +1.6% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $458,000 | +8.3% | 7,098 | +2.2% | 0.35% | -3.6% |
| PFE | Buy | PFIZER INC | $396,000 | +39.4% | 10,921 | +37.4% | 0.30% | +24.2% |
| CL | New | COLGATE PALMOLIVE CO | $284,000 | – | 3,770 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-16
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.