$130 Million is the total value of Peachtree Investment Advisors, Inc.'s 73 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $1,034,000 | +7.7% | 13,535 | 0.0% | 0.80% | +21.7% | |
| ECL | ECOLAB INC | $869,000 | -6.1% | 5,900 | 0.0% | 0.67% | +6.2% | |
| KO | COCA COLA CO | $841,000 | +2.4% | 17,765 | 0.0% | 0.65% | +15.7% | |
| SYK | STRYKER CORP | $621,000 | -11.8% | 3,961 | 0.0% | 0.48% | -0.2% | |
| DVY | ISHARES TRselect divid etf | $590,000 | -10.5% | 6,609 | 0.0% | 0.46% | +1.1% | |
| CVX | CHEVRON CORP NEW | $493,000 | -11.0% | 4,531 | 0.0% | 0.38% | +0.5% | |
| DIS | DISNEY WALT CO | $452,000 | -6.4% | 4,126 | 0.0% | 0.35% | +5.5% | |
| VAR | VARIAN MED SYS INC | $431,000 | +1.4% | 3,800 | 0.0% | 0.33% | +14.5% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $426,000 | -16.3% | 4,363 | 0.0% | 0.33% | -5.5% | |
| NOC | NORTHROP GRUMMAN CORP | $404,000 | -22.9% | 1,650 | 0.0% | 0.31% | -12.9% | |
| VLO | VALERO ENERGY CORP NEW | $379,000 | -34.2% | 5,060 | 0.0% | 0.29% | -25.7% | |
| WMT | WALMART INC | $377,000 | -0.8% | 4,045 | 0.0% | 0.29% | +12.4% | |
| MMM | 3M CO | $357,000 | -9.6% | 1,875 | 0.0% | 0.28% | +2.2% | |
| IWF | ISHARES TRrus 1000 grw etf | $346,000 | -16.2% | 2,646 | 0.0% | 0.27% | -5.3% | |
| RTN | RAYTHEON CO | $333,000 | -25.8% | 2,173 | 0.0% | 0.26% | -16.0% | |
| QCOM | QUALCOMM INC | $333,000 | -21.1% | 5,860 | 0.0% | 0.26% | -10.8% | |
| ORCL | ORACLE CORP | $330,000 | -12.5% | 7,318 | 0.0% | 0.25% | -1.2% | |
| ABBV | ABBVIE INC | $327,000 | -2.4% | 3,545 | 0.0% | 0.25% | +10.0% | |
| DLN | WISDOMTREE TRus largecap divd | $254,000 | -11.5% | 3,009 | 0.0% | 0.20% | 0.0% | |
| SO | SOUTHERN CO | $246,000 | +0.8% | 5,595 | 0.0% | 0.19% | +14.5% | |
| ABT | ABBOTT LABS | $237,000 | -1.2% | 3,271 | 0.0% | 0.18% | +11.6% | |
| EXI | ISHARES TRglob indstrl etf | $235,000 | -17.0% | 3,019 | 0.0% | 0.18% | -6.2% | |
| HON | HONEYWELL INTL INC | $224,000 | -20.6% | 1,695 | 0.0% | 0.17% | -9.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-14
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.