Peachtree Investment Advisors as of June 30, 2018
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 73 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab International Equity ETF (SCHF) | 13.6 | $19M | 569k | 33.05 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 7.0 | $9.7M | 91k | 106.77 | |
Vanguard Emerging Markets ETF (VWO) | 6.6 | $9.1M | 216k | 42.20 | |
Vanguard Small-Cap ETF (VB) | 6.1 | $8.4M | 54k | 155.66 | |
iShares S&P 500 Index (IVV) | 5.8 | $8.0M | 29k | 273.04 | |
Vanguard Short-Term Bond ETF (BSV) | 4.7 | $6.5M | 83k | 78.21 | |
Apple (AAPL) | 4.0 | $5.5M | 30k | 185.10 | |
Microsoft Corporation (MSFT) | 3.2 | $4.5M | 45k | 98.60 | |
Home Depot (HD) | 2.8 | $3.9M | 20k | 195.08 | |
iShares Dow Jones US Technology (IYW) | 2.7 | $3.7M | 21k | 178.26 | |
Texas Instruments Incorporated (TXN) | 2.0 | $2.8M | 25k | 110.26 | |
Lowe's Companies (LOW) | 2.0 | $2.7M | 28k | 95.56 | |
Johnson & Johnson (JNJ) | 2.0 | $2.7M | 22k | 121.36 | |
iShares Dow Jones US Financial (IYF) | 1.9 | $2.7M | 23k | 117.17 | |
SPDR KBW Regional Banking (KRE) | 1.8 | $2.5M | 40k | 61.01 | |
Intel Corporation (INTC) | 1.7 | $2.4M | 48k | 49.70 | |
Illinois Tool Works (ITW) | 1.7 | $2.3M | 17k | 138.55 | |
Procter & Gamble Company (PG) | 1.6 | $2.3M | 29k | 78.06 | |
Costco Wholesale Corporation (COST) | 1.6 | $2.3M | 11k | 208.99 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $2.2M | 21k | 104.22 | |
iShares Dow Jones US Healthcare (IYH) | 1.5 | $2.1M | 12k | 178.19 | |
Dowdupont | 1.4 | $2.0M | 30k | 65.91 | |
Cisco Systems (CSCO) | 1.4 | $1.9M | 44k | 43.02 | |
Dover Corporation (DOV) | 1.1 | $1.4M | 20k | 73.21 | |
Verizon Communications (VZ) | 1.0 | $1.4M | 28k | 50.31 | |
Caterpillar (CAT) | 1.0 | $1.4M | 10k | 135.64 | |
Regions Financial Corporation (RF) | 0.9 | $1.3M | 72k | 17.78 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.8 | $1.2M | 6.1k | 193.67 | |
Kraft Heinz (KHC) | 0.7 | $940k | 15k | 62.85 | |
Canadian Natural Resources (CNQ) | 0.6 | $843k | 23k | 36.06 | |
Ecolab (ECL) | 0.6 | $828k | 5.9k | 140.34 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $829k | 3.4k | 243.82 | |
Merck & Co (MRK) | 0.6 | $822k | 14k | 60.73 | |
Coca-Cola Company (KO) | 0.6 | $785k | 18k | 43.85 | |
Novartis (NVS) | 0.6 | $760k | 10k | 75.58 | |
Exxon Mobil Corporation (XOM) | 0.5 | $726k | 8.8k | 82.73 | |
Stryker Corporation (SYK) | 0.5 | $669k | 4.0k | 168.90 | |
At&t (T) | 0.5 | $643k | 20k | 32.12 | |
iShares Dow Jones Select Dividend (DVY) | 0.5 | $646k | 6.6k | 97.75 | |
Altria (MO) | 0.5 | $621k | 11k | 56.82 | |
Philip Morris International (PM) | 0.5 | $626k | 7.8k | 80.74 | |
Abb (ABBNY) | 0.4 | $603k | 28k | 21.77 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.4 | $592k | 13k | 46.94 | |
iShares Lehman Aggregate Bond (AGG) | 0.4 | $582k | 5.5k | 106.40 | |
Chevron Corporation (CVX) | 0.4 | $573k | 4.5k | 126.46 | |
Valero Energy Corporation (VLO) | 0.4 | $561k | 5.1k | 110.87 | |
iShares Dow Jones US Industrial (IYJ) | 0.4 | $564k | 3.9k | 143.66 | |
Pfizer (PFE) | 0.4 | $555k | 15k | 36.28 | |
Devon Energy Corporation (DVN) | 0.4 | $528k | 12k | 43.96 | |
Northrop Grumman Corporation (NOC) | 0.4 | $508k | 1.7k | 307.88 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $510k | 7.7k | 65.98 | |
Colgate-Palmolive Company (CL) | 0.3 | $477k | 7.4k | 64.85 | |
United Parcel Service (UPS) | 0.3 | $463k | 4.4k | 106.12 | |
Walt Disney Company (DIS) | 0.3 | $432k | 4.1k | 104.70 | |
Varian Medical Systems | 0.3 | $432k | 3.8k | 113.68 | |
Raytheon Company | 0.3 | $420k | 2.2k | 193.28 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $380k | 2.6k | 143.61 | |
3M Company (MMM) | 0.3 | $369k | 1.9k | 196.80 | |
Wells Fargo & Company (WFC) | 0.3 | $374k | 6.7k | 55.46 | |
Wal-Mart Stores (WMT) | 0.2 | $346k | 4.0k | 85.54 | |
Qualcomm (QCOM) | 0.2 | $329k | 5.9k | 56.14 | |
Abbvie (ABBV) | 0.2 | $328k | 3.5k | 92.52 | |
Oracle Corporation (ORCL) | 0.2 | $322k | 7.3k | 44.00 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.2 | $306k | 3.4k | 89.76 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $292k | 6.7k | 43.32 | |
General Electric Company | 0.2 | $281k | 21k | 13.63 | |
Phillips 66 (PSX) | 0.2 | $281k | 2.5k | 112.40 | |
Southern Company (SO) | 0.2 | $259k | 5.6k | 46.29 | |
iShares S&P Global Industrials Sec (EXI) | 0.2 | $265k | 3.0k | 87.78 | |
Honeywell International (HON) | 0.2 | $244k | 1.7k | 143.95 | |
United Technologies Corporation | 0.2 | $235k | 1.9k | 125.07 | |
Ishares Tr s^p aggr all (AOA) | 0.2 | $236k | 4.4k | 53.35 | |
Ishares High Dividend Equity F (HDV) | 0.2 | $221k | 2.6k | 84.97 |