Peachtree Investment Advisors as of March 31, 2018
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 77 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab International Equity ETF (SCHF) | 12.9 | $17M | 510k | 33.71 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 7.0 | $9.3M | 83k | 112.82 | |
| Vanguard Emerging Markets ETF (VWO) | 6.8 | $9.1M | 193k | 46.98 | |
| iShares S&P 500 Index (IVV) | 5.8 | $7.7M | 29k | 265.37 | |
| Vanguard Small-Cap ETF (VB) | 4.9 | $6.5M | 44k | 146.92 | |
| Vanguard Short-Term Bond ETF (BSV) | 4.8 | $6.4M | 81k | 78.44 | |
| Apple (AAPL) | 3.6 | $4.8M | 29k | 167.78 | |
| Home Depot (HD) | 3.3 | $4.4M | 25k | 178.25 | |
| Microsoft Corporation (MSFT) | 3.1 | $4.1M | 45k | 91.27 | |
| iShares Dow Jones US Technology (IYW) | 2.4 | $3.1M | 19k | 168.22 | |
| Johnson & Johnson (JNJ) | 2.2 | $2.9M | 23k | 128.14 | |
| Texas Instruments Incorporated (TXN) | 1.9 | $2.6M | 25k | 103.88 | |
| Illinois Tool Works (ITW) | 1.9 | $2.5M | 16k | 156.63 | |
| Intel Corporation (INTC) | 1.9 | $2.5M | 48k | 52.09 | |
| Lowe's Companies (LOW) | 1.9 | $2.5M | 28k | 87.74 | |
| iShares Dow Jones US Financial (IYF) | 1.8 | $2.4M | 21k | 117.80 | |
| SPDR KBW Regional Banking (KRE) | 1.8 | $2.4M | 39k | 60.38 | |
| Procter & Gamble Company (PG) | 1.7 | $2.3M | 29k | 79.28 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.1M | 20k | 109.97 | |
| Costco Wholesale Corporation (COST) | 1.5 | $2.0M | 10k | 188.42 | |
| Dover Corporation (DOV) | 1.4 | $1.9M | 19k | 98.22 | |
| Dowdupont | 1.4 | $1.9M | 29k | 63.72 | |
| Cisco Systems (CSCO) | 1.4 | $1.8M | 43k | 42.90 | |
| iShares Dow Jones US Healthcare (IYH) | 1.4 | $1.8M | 11k | 172.60 | |
| Caterpillar (CAT) | 1.2 | $1.6M | 11k | 147.38 | |
| Regions Financial Corporation (RF) | 1.0 | $1.4M | 73k | 18.58 | |
| Verizon Communications (VZ) | 1.0 | $1.3M | 27k | 47.83 | |
| iShares Dow Jones US Consumer Ser. (IYC) | 0.7 | $981k | 5.4k | 182.27 | |
| Kraft Heinz (KHC) | 0.7 | $895k | 14k | 62.29 | |
| Coca-Cola Company (KO) | 0.7 | $864k | 20k | 43.42 | |
| Ecolab (ECL) | 0.6 | $809k | 5.9k | 137.12 | |
| Philip Morris International (PM) | 0.6 | $803k | 8.1k | 99.39 | |
| Merck & Co (MRK) | 0.6 | $792k | 15k | 54.49 | |
| Canadian Natural Resources (CNQ) | 0.6 | $777k | 25k | 31.49 | |
| At&t (T) | 0.6 | $740k | 21k | 35.67 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $735k | 3.4k | 216.18 | |
| Novartis (NVS) | 0.5 | $714k | 8.8k | 80.81 | |
| Altria (MO) | 0.5 | $702k | 11k | 62.30 | |
| Abb (ABBNY) | 0.5 | $658k | 28k | 23.73 | |
| Stryker Corporation (SYK) | 0.5 | $637k | 4.0k | 160.82 | |
| iShares Dow Jones Select Dividend (DVY) | 0.5 | $640k | 6.7k | 95.11 | |
| Northrop Grumman Corporation (NOC) | 0.5 | $594k | 1.7k | 349.41 | |
| iShares Lehman Aggregate Bond (AGG) | 0.5 | $600k | 5.6k | 107.32 | |
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.5 | $594k | 13k | 47.44 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $591k | 7.9k | 74.61 | |
| iShares Dow Jones US Industrial (IYJ) | 0.4 | $578k | 4.0k | 145.01 | |
| PowerShares QQQ Trust, Series 1 | 0.4 | $560k | 3.5k | 160.00 | |
| Chevron Corporation (CVX) | 0.4 | $517k | 4.5k | 114.10 | |
| Pfizer (PFE) | 0.4 | $488k | 14k | 35.46 | |
| Varian Medical Systems | 0.4 | $475k | 3.9k | 122.58 | |
| Schwab U S Broad Market ETF (SCHB) | 0.4 | $485k | 7.6k | 63.73 | |
| Raytheon Company | 0.3 | $469k | 2.2k | 215.83 | |
| Valero Energy Corporation (VLO) | 0.3 | $469k | 5.1k | 92.69 | |
| United Parcel Service (UPS) | 0.3 | $457k | 4.4k | 104.74 | |
| Walt Disney Company (DIS) | 0.3 | $424k | 4.2k | 100.33 | |
| 3M Company (MMM) | 0.3 | $427k | 1.9k | 219.54 | |
| Colgate-Palmolive Company (CL) | 0.3 | $420k | 5.9k | 71.61 | |
| Wal-Mart Stores (WMT) | 0.3 | $369k | 4.1k | 89.02 | |
| Qualcomm (QCOM) | 0.3 | $375k | 6.8k | 55.47 | |
| Wells Fargo & Company (WFC) | 0.3 | $353k | 6.7k | 52.34 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $360k | 2.6k | 136.05 | |
| Devon Energy Corporation (DVN) | 0.3 | $350k | 11k | 31.76 | |
| Oracle Corporation (ORCL) | 0.3 | $344k | 7.5k | 45.76 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $325k | 6.7k | 48.21 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.2 | $302k | 3.4k | 88.59 | |
| Abbvie (ABBV) | 0.2 | $312k | 3.3k | 94.69 | |
| General Electric Company | 0.2 | $289k | 21k | 13.50 | |
| iShares S&P Global Industrials Sec (EXI) | 0.2 | $276k | 3.0k | 91.42 | |
| PowerShares Hgh Yield Corporate Bnd | 0.2 | $260k | 14k | 18.49 | |
| Southern Company (SO) | 0.2 | $259k | 5.8k | 44.66 | |
| Honeywell International (HON) | 0.2 | $245k | 1.7k | 144.54 | |
| United Technologies Corporation | 0.2 | $236k | 1.9k | 125.60 | |
| Ishares Tr s^p aggr all (AOA) | 0.2 | $237k | 4.4k | 53.57 | |
| Ishares High Dividend Equity F (HDV) | 0.2 | $235k | 2.8k | 84.65 | |
| Phillips 66 (PSX) | 0.2 | $240k | 2.5k | 96.00 | |
| CVS Caremark Corporation (CVS) | 0.2 | $212k | 3.4k | 62.35 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $215k | 3.1k | 69.69 |
