$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RF | REGIONS FINL CORP NEW | $1,261,000 | +13.4% | 72,998 | 0.0% | 0.96% | +0.9% | |
| MO | ALTRIA GROUP INC | $947,000 | +12.6% | 13,268 | 0.0% | 0.72% | +0.1% | |
| MRK | MERCK & CO INC | $818,000 | -12.1% | 14,535 | 0.0% | 0.62% | -21.9% | |
| ECL | ECOLAB INC | $792,000 | +4.3% | 5,900 | 0.0% | 0.60% | -7.2% | |
| SYK | STRYKER CORP | $613,000 | +8.9% | 3,961 | 0.0% | 0.47% | -3.3% | |
| ADBE | ADOBE SYS INC | $596,000 | +17.6% | 3,400 | 0.0% | 0.46% | +4.4% | |
| QQQ | POWERSHARES QQQ TRUSTunit ser 1 | $545,000 | +7.1% | 3,500 | 0.0% | 0.42% | -4.8% | |
| NOC | NORTHROP GRUMMAN CORP | $522,000 | +6.7% | 1,700 | 0.0% | 0.40% | -5.0% | |
| VLO | VALERO ENERGY CORP NEW | $465,000 | +19.5% | 5,060 | 0.0% | 0.36% | +6.3% | |
| DIS | DISNEY WALT CO | $453,000 | +8.9% | 4,216 | 0.0% | 0.35% | -3.1% | |
| VAR | VARIAN MED SYS INC | $431,000 | +11.1% | 3,875 | 0.0% | 0.33% | -1.2% | |
| HON | HONEYWELL INTL INC | $413,000 | +8.1% | 2,695 | 0.0% | 0.32% | -3.7% | |
| WFC | WELLS FARGO CO NEW | $409,000 | +9.9% | 6,744 | 0.0% | 0.31% | -2.2% | |
| RTN | RAYTHEON CO | $408,000 | +0.7% | 2,173 | 0.0% | 0.31% | -10.3% | |
| ORCL | ORACLE CORP | $401,000 | -2.2% | 8,478 | 0.0% | 0.31% | -13.1% | |
| LLY | LILLY ELI & CO | $368,000 | -1.3% | 4,360 | 0.0% | 0.28% | -12.2% | |
| ABBV | ABBVIE INC | $354,000 | +8.9% | 3,660 | 0.0% | 0.27% | -2.9% | |
| SO | SOUTHERN CO | $294,000 | -2.3% | 6,118 | 0.0% | 0.22% | -13.1% | |
| EXI | ISHARES TRglob indstrl etf | $280,000 | +4.5% | 3,019 | 0.0% | 0.21% | -7.0% | |
| UTX | UNITED TECHNOLOGIES CORP | $240,000 | +10.1% | 1,879 | 0.0% | 0.18% | -2.1% | |
| EFA | ISHARES TRmsci eafe etf | $217,000 | +2.8% | 3,085 | 0.0% | 0.17% | -8.3% |
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.