Peachtree Investment Advisors as of March 31, 2016
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 88 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab International Equity ETF (SCHF) | 8.8 | $8.8M | 325k | 27.11 | |
iShares Lehman Aggregate Bond (AGG) | 4.7 | $4.7M | 43k | 110.82 | |
Apple (AAPL) | 4.4 | $4.4M | 40k | 109.00 | |
Home Depot (HD) | 3.7 | $3.7M | 28k | 133.43 | |
iShares S&P 500 Index (IVV) | 3.5 | $3.5M | 17k | 206.64 | |
Microsoft Corporation (MSFT) | 2.9 | $2.9M | 53k | 55.22 | |
Johnson & Johnson (JNJ) | 2.4 | $2.4M | 22k | 108.22 | |
Lowe's Companies (LOW) | 2.4 | $2.4M | 31k | 75.74 | |
Target Corporation (TGT) | 2.3 | $2.3M | 28k | 82.27 | |
Procter & Gamble Company (PG) | 2.2 | $2.2M | 27k | 82.33 | |
At&t (T) | 2.1 | $2.1M | 54k | 39.18 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 2.1 | $2.1M | 19k | 110.34 | |
Vanguard Emerging Markets ETF (VWO) | 1.9 | $1.9M | 54k | 34.57 | |
Illinois Tool Works (ITW) | 1.9 | $1.8M | 18k | 102.41 | |
iShares MSCI EAFE Index Fund (EFA) | 1.8 | $1.8M | 32k | 57.15 | |
iShares Dow Jones US Healthcare (IYH) | 1.8 | $1.8M | 13k | 140.54 | |
Texas Instruments Incorporated (TXN) | 1.7 | $1.7M | 29k | 57.43 | |
Dow Chemical Company | 1.7 | $1.7M | 33k | 50.87 | |
Intel Corporation (INTC) | 1.7 | $1.7M | 51k | 32.36 | |
iShares Dow Jones US Technology (IYW) | 1.6 | $1.6M | 15k | 108.53 | |
Kraft Heinz (KHC) | 1.5 | $1.5M | 19k | 78.55 | |
Cisco Systems (CSCO) | 1.5 | $1.5M | 52k | 28.47 | |
Verizon Communications (VZ) | 1.5 | $1.5M | 27k | 54.07 | |
Qualcomm (QCOM) | 1.5 | $1.5M | 29k | 51.13 | |
iShares Dow Jones US Financial (IYF) | 1.4 | $1.4M | 17k | 84.58 | |
Ishares High Dividend Equity F (HDV) | 1.4 | $1.4M | 18k | 78.03 | |
Coca-Cola Company (KO) | 1.3 | $1.3M | 29k | 46.39 | |
American Express Company (AXP) | 1.3 | $1.3M | 21k | 61.42 | |
Dover Corporation (DOV) | 1.3 | $1.3M | 20k | 64.33 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $1.2M | 21k | 59.20 | |
General Electric Company | 1.2 | $1.2M | 37k | 31.80 | |
iShares Dow Jones Select Dividend (DVY) | 1.1 | $1.1M | 14k | 81.66 | |
Canadian Natural Resources (CNQ) | 1.1 | $1.1M | 42k | 27.01 | |
Costco Wholesale Corporation (COST) | 1.1 | $1.0M | 6.7k | 157.63 | |
Altria (MO) | 1.0 | $1.0M | 16k | 62.68 | |
Abb (ABBNY) | 1.0 | $1.0M | 52k | 19.42 | |
Novartis (NVS) | 0.9 | $911k | 13k | 72.47 | |
Philip Morris International (PM) | 0.9 | $905k | 9.2k | 98.06 | |
Merck & Co (MRK) | 0.9 | $883k | 17k | 52.93 | |
Vanguard Short-Term Bond ETF (BSV) | 0.9 | $891k | 11k | 80.67 | |
Caterpillar (CAT) | 0.9 | $881k | 12k | 76.58 | |
Southern Company (SO) | 0.8 | $785k | 15k | 51.73 | |
Eli Lilly & Co. (LLY) | 0.8 | $746k | 10k | 72.01 | |
Ecolab (ECL) | 0.7 | $669k | 6.0k | 111.50 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.7 | $657k | 4.5k | 145.71 | |
Regions Financial Corporation (RF) | 0.6 | $635k | 81k | 7.84 | |
Chevron Corporation (CVX) | 0.6 | $589k | 6.2k | 95.45 | |
Genuine Parts Company (GPC) | 0.6 | $580k | 5.8k | 99.28 | |
PowerShares Hgh Yield Corporate Bnd | 0.6 | $583k | 33k | 17.81 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.6 | $569k | 17k | 34.27 | |
Devon Energy Corporation (DVN) | 0.6 | $550k | 20k | 27.42 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.6 | $548k | 4.9k | 112.50 | |
Exxon Mobil Corporation (XOM) | 0.5 | $532k | 6.4k | 83.58 | |
iShares Dow Jones US Industrial (IYJ) | 0.5 | $514k | 4.8k | 106.99 | |
Walt Disney Company (DIS) | 0.5 | $509k | 5.1k | 99.28 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.5 | $464k | 10k | 46.47 | |
Phillips 66 (PSX) | 0.4 | $441k | 5.1k | 86.57 | |
Stryker Corporation (SYK) | 0.4 | $425k | 4.0k | 107.30 | |
iShares Russell 1000 Growth Index (IWF) | 0.4 | $433k | 4.3k | 99.86 | |
ConocoPhillips (COP) | 0.4 | $407k | 10k | 40.27 | |
United Parcel Service (UPS) | 0.4 | $387k | 3.7k | 105.36 | |
3M Company (MMM) | 0.4 | $392k | 2.4k | 166.81 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $385k | 4.1k | 93.90 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $382k | 3.5k | 109.14 | |
Wal-Mart Stores (WMT) | 0.4 | $371k | 5.4k | 68.48 | |
Wells Fargo & Company (WFC) | 0.4 | $355k | 7.3k | 48.34 | |
Valero Energy Corporation (VLO) | 0.4 | $363k | 5.7k | 64.13 | |
CVS Caremark Corporation (CVS) | 0.4 | $363k | 3.5k | 103.71 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $356k | 4.8k | 73.49 | |
Oracle Corporation (ORCL) | 0.3 | $347k | 8.5k | 40.93 | |
Varian Medical Systems | 0.3 | $344k | 4.3k | 80.00 | |
Northrop Grumman Corporation (NOC) | 0.3 | $336k | 1.7k | 197.65 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $335k | 2.8k | 118.71 | |
Abbvie (ABBV) | 0.3 | $339k | 5.9k | 57.11 | |
Bristol Myers Squibb (BMY) | 0.3 | $329k | 5.2k | 63.88 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $331k | 3.1k | 105.45 | |
iShares Dow Jones US Energy Sector (IYE) | 0.3 | $298k | 8.6k | 34.72 | |
AGL Resources | 0.3 | $292k | 4.5k | 65.19 | |
Energy Select Sector SPDR (XLE) | 0.3 | $288k | 4.7k | 61.94 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $286k | 5.8k | 49.31 | |
Raytheon Company | 0.3 | $266k | 2.2k | 122.41 | |
iShares Dow Jones US Utilities (IDU) | 0.3 | $255k | 2.1k | 123.85 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $251k | 1.9k | 134.58 | |
Honeywell International (HON) | 0.2 | $235k | 2.1k | 112.17 | |
Pfizer (PFE) | 0.2 | $220k | 7.4k | 29.67 | |
E.I. du Pont de Nemours & Company | 0.2 | $218k | 3.4k | 63.28 | |
iShares S&P Global Industrials Sec (EXI) | 0.2 | $213k | 3.0k | 70.55 | |
WisdomTree Emerging Markets Eq (DEM) | 0.2 | $203k | 5.8k | 34.90 |