French Wolf & Farr
Latest statistics and disclosures from Peachtree Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, IVV, VWO, BSV, VB, and represent 37.09% of Peachtree Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VEA, IVV, IEMG, VWO, BSV, IJR, CAT, JPM, BAC, IYF.
- Started 6 new stock positions in IEMG, VEA, XLC, BAC, IYE, IJR.
- Reduced shares in these 10 stocks: EMB (-$9.7M), VB, EEM, CNQ, , AGG, , PSX, CVS, LLY.
- Sold out of its positions in MO, CVS, CNQ, DVN, AGG, EMB, LLY, PSX.
- Peachtree Investment Advisors was a net buyer of stock by $637k.
- Peachtree Investment Advisors has $130M in assets under management (AUM), dropping by -11.52%.
- Central Index Key (CIK): 0001598381
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Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 73 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab International Equity ETF (SCHF) | 12.6 | $16M | 574k | 28.35 |
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| iShares S&P 500 Index (IVV) | 7.6 | $9.8M | +30% | 39k | 251.62 |
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| Vanguard Emerging Markets ETF (VWO) | 7.0 | $9.0M | +20% | 237k | 38.10 |
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| Vanguard Short-Term Bond ETF (BSV) | 5.6 | $7.2M | +12% | 92k | 78.57 |
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| Vanguard Small-Cap ETF (VB) | 4.4 | $5.7M | -19% | 43k | 132.00 |
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| Apple (AAPL) | 3.7 | $4.8M | 30k | 157.75 |
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| Microsoft Corporation (MSFT) | 3.5 | $4.6M | 45k | 101.58 |
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| Vanguard Europe Pacific ETF (VEA) | 3.4 | $4.4M | NEW | 118k | 37.10 |
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| iShares Dow Jones US Technology (IYW) | 2.8 | $3.6M | +2% | 22k | 159.94 |
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| Home Depot (HD) | 2.7 | $3.5M | 21k | 171.83 |
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| Johnson & Johnson (JNJ) | 2.4 | $3.1M | +6% | 24k | 129.06 |
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| iShares Dow Jones US Financial (IYF) | 2.2 | $2.9M | +13% | 27k | 106.36 |
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| Procter & Gamble Company (PG) | 2.1 | $2.8M | +3% | 30k | 91.92 |
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| Lowe's Companies (LOW) | 2.1 | $2.8M | +5% | 30k | 92.35 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $2.6M | +24% | 26k | 97.62 |
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| Texas Instruments Incorporated (TXN) | 1.9 | $2.5M | +5% | 27k | 94.48 |
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| iShares Dow Jones US Healthcare (IYH) | 1.9 | $2.4M | +9% | 13k | 180.79 |
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| Intel Corporation (INTC) | 1.8 | $2.4M | +4% | 51k | 46.93 |
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| Costco Wholesale Corporation (COST) | 1.8 | $2.3M | +6% | 11k | 203.67 |
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| Illinois Tool Works (ITW) | 1.8 | $2.3M | +8% | 18k | 126.72 |
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| Cisco Systems (CSCO) | 1.5 | $2.0M | +3% | 46k | 43.33 |
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| Ishares Inc core msci emkt (IEMG) | 1.4 | $1.9M | NEW | 40k | 47.16 |
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| Caterpillar (CAT) | 1.4 | $1.8M | +41% | 14k | 127.08 |
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| Dowdupont | 1.4 | $1.8M | +11% | 34k | 53.48 |
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| SPDR KBW Regional Banking (KRE) | 1.4 | $1.7M | -8% | 37k | 46.80 |
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| Verizon Communications (VZ) | 1.3 | $1.6M | +4% | 29k | 56.21 |
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| Dover Corporation (DOV) | 1.1 | $1.5M | +2% | 21k | 70.96 |
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| iShares Dow Jones US Consumer Ser. (IYC) | 1.0 | $1.3M | +8% | 7.1k | 180.87 |
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| Merck & Co (MRK) | 0.8 | $1.0M | 14k | 76.39 |
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| Novartis (NVS) | 0.7 | $944k | +8% | 11k | 85.78 |
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| Ecolab (ECL) | 0.7 | $869k | 5.9k | 147.29 |
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| Pfizer (PFE) | 0.7 | $863k | +24% | 20k | 43.65 |
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| Regions Financial Corporation (RF) | 0.7 | $875k | -6% | 65k | 13.38 |
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| Coca-Cola Company (KO) | 0.7 | $841k | 18k | 47.34 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $770k | 3.4k | 226.27 |
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| Colgate-Palmolive Company (CL) | 0.5 | $699k | +47% | 12k | 59.54 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $688k | +7% | 10k | 68.15 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.5 | $691k | NEW | 10k | 69.27 |
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| Stryker Corporation (SYK) | 0.5 | $621k | 4.0k | 156.78 |
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| iShares Dow Jones Select Dividend (DVY) | 0.5 | $590k | 6.6k | 89.27 |
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| Abb (ABBNY) | 0.4 | $568k | +7% | 30k | 19.00 |
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| At&t (T) | 0.4 | $540k | -5% | 19k | 28.54 |
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| Philip Morris International (PM) | 0.4 | $511k | 7.7k | 66.71 |
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| Chevron Corporation (CVX) | 0.4 | $493k | 4.5k | 108.81 |
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| iShares Dow Jones US Industrial (IYJ) | 0.4 | $481k | -4% | 3.7k | 128.61 |
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| Schwab U S Broad Market ETF (SCHB) | 0.4 | $468k | +3% | 7.8k | 59.88 |
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| Walt Disney Company (DIS) | 0.3 | $452k | 4.1k | 109.55 |
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| Kraft Heinz (KHC) | 0.3 | $457k | -10% | 11k | 43.04 |
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| United Parcel Service (UPS) | 0.3 | $426k | 4.4k | 97.64 |
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| Varian Medical Systems | 0.3 | $431k | 3.8k | 113.42 |
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| Bank of America Corporation (BAC) | 0.3 | $410k | NEW | 17k | 24.62 |
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| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.3 | $418k | -26% | 9.4k | 44.70 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $404k | 1.7k | 244.85 |
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| Wal-Mart Stores (WMT) | 0.3 | $377k | 4.0k | 93.20 |
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| Valero Energy Corporation (VLO) | 0.3 | $379k | 5.1k | 74.90 |
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| 3M Company (MMM) | 0.3 | $357k | 1.9k | 190.40 |
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| iShares Russell 1000 Growth Index (IWF) | 0.3 | $346k | 2.6k | 130.76 |
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| Raytheon Company | 0.3 | $333k | 2.2k | 153.24 |
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| Qualcomm (QCOM) | 0.3 | $333k | 5.9k | 56.83 |
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| Oracle Corporation (ORCL) | 0.2 | $330k | 7.3k | 45.09 |
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| Abbvie (ABBV) | 0.2 | $327k | 3.5k | 92.24 |
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| Wells Fargo & Company (WFC) | 0.2 | $313k | 6.8k | 46.10 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.2 | $307k | NEW | 7.4k | 41.24 |
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| WisdomTree LargeCap Dividend Fund (DLN) | 0.2 | $254k | 3.0k | 84.41 |
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| Southern Company (SO) | 0.2 | $246k | 5.6k | 43.97 |
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| Abbott Laboratories (ABT) | 0.2 | $237k | 3.3k | 72.45 |
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| iShares S&P Global Industrials Sec (EXI) | 0.2 | $235k | 3.0k | 77.84 |
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| Honeywell International (HON) | 0.2 | $224k | 1.7k | 132.15 |
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| United Technologies Corporation | 0.2 | $221k | +10% | 2.1k | 106.30 |
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| Ishares Tr s^p aggr all (AOA) | 0.2 | $223k | +3% | 4.6k | 48.54 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $202k | -81% | 5.2k | 38.99 |
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| iShares Dow Jones US Energy Sector (IYE) | 0.2 | $207k | NEW | 6.7k | 31.13 |
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| Ishares High Dividend Equity F (HDV) | 0.2 | $212k | 2.5k | 84.26 |
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Past Filings by Peachtree Investment Advisors
SEC 13F filings are viewable for Peachtree Investment Advisors going back to 2013
- Peachtree Investment Advisors 2018 Q4 filed Jan. 14, 2019
- Peachtree Investment Advisors 2018 Q3 filed Oct. 5, 2018
- Peachtree Investment Advisors 2018 Q2 filed July 9, 2018
- Peachtree Investment Advisors 2018 Q1 filed April 5, 2018
- Peachtree Investment Advisors 2017 Q4 filed Jan. 16, 2018
- Peachtree Investment Advisors 2017 Q3 filed Oct. 13, 2017
- Peachtree Investment Advisors 2017 Q2 filed July 12, 2017
- Peachtree Investment Advisors 2017 Q1 filed April 6, 2017
- Peachtree Investment Advisors 2016 Q4 filed Jan. 13, 2017
- Peachtree Investment Advisors 2016 Q3 filed Oct. 6, 2016
- Peachtree Investment Advisors 2016 Q2 filed July 11, 2016
- Peachtree Investment Advisors 2016 Q1 filed April 11, 2016
- Peachtree Investment Advisors 2015 Q4 filed Jan. 14, 2016
- Peachtree Investment Advisors 2015 Q3 filed Oct. 14, 2015
- Peachtree Investment Advisors 2015 Q2 filed July 8, 2015
- Peachtree Investment Advisors 2015 Q1 filed April 14, 2015