Peachtree Investment Advisors as of Dec. 31, 2015
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 93 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab International Equity ETF (SCHF) | 7.8 | $7.5M | 271k | 27.56 | |
iShares Lehman Aggregate Bond (AGG) | 5.0 | $4.7M | 44k | 108.01 | |
Apple (AAPL) | 4.4 | $4.2M | 40k | 105.26 | |
Home Depot (HD) | 3.8 | $3.6M | 27k | 132.24 | |
iShares S&P 500 Index (IVV) | 3.5 | $3.3M | 16k | 204.87 | |
Microsoft Corporation (MSFT) | 3.0 | $2.9M | 52k | 55.48 | |
Lowe's Companies (LOW) | 2.5 | $2.3M | 31k | 76.03 | |
Johnson & Johnson (JNJ) | 2.3 | $2.2M | 22k | 102.70 | |
Procter & Gamble Company (PG) | 2.1 | $2.0M | 26k | 79.41 | |
iShares MSCI EAFE Index Fund (EFA) | 2.1 | $2.0M | 35k | 58.72 | |
Target Corporation (TGT) | 2.1 | $2.0M | 28k | 72.60 | |
At&t (T) | 1.9 | $1.9M | 54k | 34.41 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.9 | $1.8M | 17k | 105.77 | |
Intel Corporation (INTC) | 1.8 | $1.7M | 50k | 34.46 | |
Dow Chemical Company | 1.8 | $1.7M | 32k | 51.49 | |
Illinois Tool Works (ITW) | 1.7 | $1.6M | 18k | 92.68 | |
Texas Instruments Incorporated (TXN) | 1.6 | $1.6M | 29k | 54.82 | |
iShares Dow Jones US Healthcare (IYH) | 1.6 | $1.6M | 10k | 150.00 | |
iShares Dow Jones US Technology (IYW) | 1.6 | $1.5M | 14k | 107.04 | |
American Express Company (AXP) | 1.6 | $1.5M | 22k | 69.53 | |
Vanguard Emerging Markets ETF (VWO) | 1.5 | $1.4M | 43k | 32.71 | |
Ishares High Dividend Equity F (HDV) | 1.5 | $1.4M | 19k | 73.41 | |
Qualcomm (QCOM) | 1.5 | $1.4M | 28k | 49.99 | |
Cisco Systems (CSCO) | 1.4 | $1.4M | 50k | 27.16 | |
Kraft Heinz (KHC) | 1.4 | $1.3M | 18k | 72.76 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $1.3M | 20k | 66.00 | |
Coca-Cola Company (KO) | 1.3 | $1.2M | 29k | 42.94 | |
Verizon Communications (VZ) | 1.3 | $1.2M | 27k | 46.22 | |
Dover Corporation (DOV) | 1.3 | $1.2M | 20k | 61.30 | |
iShares Dow Jones US Financial (IYF) | 1.2 | $1.2M | 14k | 88.37 | |
iShares MSCI EAFE Value Index (EFV) | 1.2 | $1.2M | 25k | 46.53 | |
General Electric Company | 1.2 | $1.1M | 36k | 31.16 | |
iShares Dow Jones Select Dividend (DVY) | 1.1 | $1.0M | 14k | 75.13 | |
Novartis (NVS) | 1.1 | $1.0M | 12k | 86.04 | |
Altria (MO) | 1.0 | $951k | 16k | 58.21 | |
Merck & Co (MRK) | 1.0 | $915k | 17k | 52.79 | |
Abb (ABBNY) | 1.0 | $914k | 52k | 17.72 | |
Canadian Natural Resources (CNQ) | 0.9 | $892k | 41k | 21.84 | |
Eli Lilly & Co. (LLY) | 0.9 | $873k | 10k | 84.27 | |
Philip Morris International (PM) | 0.8 | $811k | 9.2k | 87.88 | |
Regions Financial Corporation (RF) | 0.8 | $777k | 81k | 9.60 | |
Caterpillar (CAT) | 0.8 | $754k | 11k | 67.99 | |
Southern Company (SO) | 0.7 | $710k | 15k | 46.79 | |
Costco Wholesale Corporation (COST) | 0.7 | $686k | 4.3k | 161.41 | |
Ecolab (ECL) | 0.7 | $686k | 6.0k | 114.33 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.7 | $632k | 4.4k | 144.72 | |
Devon Energy Corporation (DVN) | 0.6 | $596k | 19k | 31.99 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $576k | 18k | 32.16 | |
PowerShares Hgh Yield Corporate Bnd | 0.6 | $562k | 32k | 17.45 | |
Chevron Corporation (CVX) | 0.6 | $555k | 6.2k | 89.94 | |
Walt Disney Company (DIS) | 0.6 | $539k | 5.1k | 105.13 | |
Exxon Mobil Corporation (XOM) | 0.6 | $527k | 6.8k | 77.90 | |
Vanguard Short-Term Bond ETF (BSV) | 0.6 | $524k | 6.6k | 79.57 | |
Genuine Parts Company (GPC) | 0.5 | $485k | 5.6k | 85.96 | |
ConocoPhillips (COP) | 0.5 | $472k | 10k | 46.70 | |
iShares Dow Jones US Industrial (IYJ) | 0.5 | $471k | 4.6k | 102.97 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.5 | $443k | 9.6k | 46.17 | |
iShares Russell 1000 Growth Index (IWF) | 0.5 | $431k | 4.3k | 99.40 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.5 | $431k | 4.0k | 108.48 | |
Phillips 66 (PSX) | 0.4 | $417k | 5.1k | 81.86 | |
Wells Fargo & Company (WFC) | 0.4 | $399k | 7.3k | 54.33 | |
Valero Energy Corporation (VLO) | 0.4 | $400k | 5.7k | 70.67 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $392k | 3.5k | 112.00 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $385k | 4.1k | 93.90 | |
Stryker Corporation (SYK) | 0.4 | $368k | 4.0k | 92.91 | |
Bristol Myers Squibb (BMY) | 0.4 | $354k | 5.2k | 68.74 | |
United Parcel Service (UPS) | 0.4 | $353k | 3.7k | 96.11 | |
3M Company (MMM) | 0.4 | $354k | 2.4k | 150.64 | |
Abbvie (ABBV) | 0.4 | $352k | 5.9k | 59.30 | |
Varian Medical Systems | 0.4 | $347k | 4.3k | 80.70 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $345k | 4.8k | 71.22 | |
Wal-Mart Stores (WMT) | 0.3 | $332k | 5.4k | 61.28 | |
Northrop Grumman Corporation (NOC) | 0.3 | $321k | 1.7k | 188.82 | |
CVS Caremark Corporation (CVS) | 0.3 | $323k | 3.3k | 97.88 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $322k | 2.8k | 114.10 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $328k | 3.1k | 104.49 | |
Oracle Corporation (ORCL) | 0.3 | $310k | 8.5k | 36.57 | |
AGL Resources | 0.3 | $286k | 4.5k | 63.85 | |
Energy Select Sector SPDR (XLE) | 0.3 | $280k | 4.7k | 60.22 | |
Raytheon Company | 0.3 | $271k | 2.2k | 124.71 | |
iShares Dow Jones US Energy Sector (IYE) | 0.3 | $271k | 8.0k | 33.90 | |
Chubb Corporation | 0.3 | $249k | 1.9k | 132.45 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $244k | 5.0k | 49.05 | |
Pfizer (PFE) | 0.2 | $239k | 7.4k | 32.23 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $237k | 1.9k | 127.08 | |
Express Scripts Holding | 0.2 | $242k | 2.8k | 87.24 | |
Abbott Laboratories (ABT) | 0.2 | $226k | 5.0k | 44.88 | |
E.I. du Pont de Nemours & Company | 0.2 | $229k | 3.4k | 66.47 | |
Honeywell International (HON) | 0.2 | $217k | 2.1k | 103.58 | |
iShares Dow Jones US Utilities (IDU) | 0.2 | $221k | 2.0k | 107.86 | |
WisdomTree Emerging Markets Eq (DEM) | 0.2 | $212k | 6.7k | 31.68 | |
Teva Pharmaceutical Industries (TEVA) | 0.2 | $202k | 3.1k | 65.63 | |
iShares S&P Global Industrials Sec (EXI) | 0.2 | $204k | 3.0k | 67.57 |