$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 9.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Sell | HOME DEPOT INC | $4,978,000 | +12.0% | 26,265 | -3.3% | 3.80% | -0.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,201,000 | +6.7% | 22,908 | -0.7% | 2.45% | -5.1% |
| LOW | Sell | LOWES COS INC | $2,664,000 | +10.3% | 28,662 | -5.2% | 2.04% | -1.9% |
| IYF | Sell | ISHARES TRu.s. finls etf | $2,324,000 | +6.3% | 19,456 | -0.3% | 1.78% | -5.5% |
| DWDP | Sell | DOWDUPONT INC | $2,229,000 | +2.4% | 31,303 | -0.5% | 1.70% | -8.9% |
| IYH | Sell | ISHARES TRus hlthcare etf | $1,734,000 | -23.9% | 9,950 | -25.0% | 1.32% | -32.4% |
| CNQ | Sell | CANADIAN NAT RES LTD | $1,280,000 | +1.3% | 35,825 | -5.1% | 0.98% | -9.9% |
| KHC | Sell | KRAFT HEINZ CO | $1,097,000 | -13.3% | 14,103 | -13.5% | 0.84% | -22.9% |
| T | Sell | AT&T INC | $1,000,000 | -13.3% | 25,718 | -12.7% | 0.76% | -22.9% |
| PM | Sell | PHILIP MORRIS INTL INC | $964,000 | -6.0% | 9,129 | -1.1% | 0.74% | -16.3% |
| KO | Sell | COCA COLA CO | $927,000 | +0.5% | 20,215 | -1.3% | 0.71% | -10.6% |
| IYJ | Sell | ISHARES TRus industrials | $753,000 | +3.7% | 5,111 | -2.5% | 0.58% | -7.9% |
| DVY | Sell | ISHARES TRselect divid etf | $746,000 | -7.1% | 7,566 | -11.7% | 0.57% | -17.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $694,000 | -23.4% | 6,346 | -23.2% | 0.53% | -31.9% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $664,000 | -36.5% | 7,910 | -35.1% | 0.51% | -43.6% |
| CVX | Sell | CHEVRON CORP NEW | $641,000 | +2.9% | 5,116 | -3.5% | 0.49% | -8.4% |
| SRLN | Sell | SSGA ACTIVE ETF TRblkstn gsosrln | $584,000 | -5.7% | 12,386 | -5.1% | 0.45% | -16.2% |
| QCOM | Sell | QUALCOMM INC | $581,000 | -23.0% | 9,070 | -37.7% | 0.44% | -31.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $520,000 | -4.1% | 4,363 | -3.3% | 0.40% | -14.8% |
| GE | Sell | GENERAL ELECTRIC CO | $482,000 | -51.2% | 27,612 | -32.4% | 0.37% | -56.6% |
| HDV | Sell | ISHARES TRcore high dv etf | $460,000 | -46.4% | 5,105 | -48.9% | 0.35% | -52.3% |
| MMM | Sell | 3M CO | $458,000 | +6.8% | 1,945 | -4.9% | 0.35% | -5.1% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $424,000 | -36.2% | 3,146 | -40.8% | 0.32% | -43.3% |
| WMT | Sell | WAL-MART STORES INC | $419,000 | +18.0% | 4,245 | -6.6% | 0.32% | +4.9% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $327,000 | -3.5% | 6,931 | -8.3% | 0.25% | -14.1% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $314,000 | +3.0% | 3,409 | -2.8% | 0.24% | -8.4% |
| PSX | Sell | PHILLIPS 66 | $265,000 | -27.0% | 2,615 | -34.1% | 0.20% | -34.9% |
| CVS | Sell | CVS HEALTH CORP | $247,000 | -13.3% | 3,400 | -2.9% | 0.19% | -22.9% |
| AOA | Sell | ISHARES TRaggres alloc etf | $207,000 | 0.0% | 3,849 | -0.3% | 0.16% | -11.2% |
| RT | Exit | RUBY TUESDAY INC | $0 | – | -14,024 | -100.0% | -0.03% | – |
| IGSB | Exit | ISHARES TR1 3 yr cr bd etf | $0 | – | -2,097 | -100.0% | -0.19% | – |
| IYK | Exit | ISHARES TRu.s. cnsm gd etf | $0 | – | -3,451 | -100.0% | -0.36% | – |
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.