Peachtree Investment Advisors as of Sept. 30, 2017
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 77 positions in its portfolio as reported in the September 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab International Equity ETF (SCHF) | 12.4 | $14M | 431k | 33.47 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 6.5 | $7.6M | 65k | 116.41 | |
iShares S&P 500 Index (IVV) | 6.2 | $7.2M | 29k | 252.91 | |
Vanguard Emerging Markets ETF (VWO) | 5.8 | $6.7M | 154k | 43.57 | |
Vanguard Short-Term Bond ETF (BSV) | 4.7 | $5.5M | 69k | 79.82 | |
Home Depot (HD) | 3.8 | $4.4M | 27k | 163.57 | |
Microsoft Corporation (MSFT) | 3.1 | $3.6M | 49k | 74.49 | |
Johnson & Johnson (JNJ) | 2.6 | $3.0M | 23k | 130.02 | |
iShares Dow Jones US Technology (IYW) | 2.2 | $2.5M | 17k | 149.95 | |
Texas Instruments Incorporated (TXN) | 2.1 | $2.5M | 28k | 89.65 | |
Procter & Gamble Company (PG) | 2.1 | $2.5M | 27k | 90.99 | |
Illinois Tool Works (ITW) | 2.1 | $2.5M | 17k | 147.96 | |
Lowe's Companies (LOW) | 2.1 | $2.4M | 30k | 79.94 | |
SPDR KBW Regional Banking (KRE) | 2.0 | $2.3M | 41k | 56.76 | |
iShares Dow Jones US Healthcare (IYH) | 2.0 | $2.3M | 13k | 171.83 | |
iShares Dow Jones US Financial (IYF) | 1.9 | $2.2M | 20k | 112.12 | |
Dowdupont | 1.9 | $2.2M | 31k | 69.23 | |
Intel Corporation (INTC) | 1.7 | $2.0M | 52k | 38.08 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $1.9M | 20k | 95.50 | |
Dover Corporation (DOV) | 1.6 | $1.8M | 20k | 91.39 | |
Costco Wholesale Corporation (COST) | 1.6 | $1.8M | 11k | 164.28 | |
Cisco Systems (CSCO) | 1.4 | $1.6M | 48k | 33.63 | |
Caterpillar (CAT) | 1.3 | $1.5M | 12k | 124.67 | |
Verizon Communications (VZ) | 1.1 | $1.3M | 26k | 49.48 | |
Canadian Natural Resources (CNQ) | 1.1 | $1.3M | 38k | 33.48 | |
Kraft Heinz (KHC) | 1.1 | $1.3M | 16k | 77.55 | |
At&t (T) | 1.0 | $1.2M | 30k | 39.15 | |
Regions Financial Corporation (RF) | 1.0 | $1.1M | 73k | 15.23 | |
PowerShares Hgh Yield Corporate Bnd | 0.9 | $1.1M | 57k | 19.09 | |
Novartis (NVS) | 0.9 | $1.0M | 12k | 85.84 | |
Philip Morris International (PM) | 0.9 | $1.0M | 9.2k | 111.06 | |
General Electric Company | 0.8 | $987k | 41k | 24.17 | |
Merck & Co (MRK) | 0.8 | $931k | 15k | 64.05 | |
Coca-Cola Company (KO) | 0.8 | $922k | 21k | 45.03 | |
iShares Lehman Aggregate Bond (AGG) | 0.8 | $906k | 8.3k | 109.61 | |
Ishares High Dividend Equity F (HDV) | 0.7 | $859k | 10k | 85.99 | |
Altria (MO) | 0.7 | $841k | 13k | 63.39 | |
iShares Dow Jones Select Dividend (DVY) | 0.7 | $803k | 8.6k | 93.69 | |
Ecolab (ECL) | 0.7 | $759k | 5.9k | 128.64 | |
Qualcomm (QCOM) | 0.7 | $755k | 15k | 51.84 | |
iShares Dow Jones US Industrial (IYJ) | 0.6 | $726k | 5.2k | 138.52 | |
iShares Russell 1000 Growth Index (IWF) | 0.6 | $665k | 5.3k | 125.14 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.6 | $661k | 4.0k | 164.14 | |
Chevron Corporation (CVX) | 0.5 | $623k | 5.3k | 117.52 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.5 | $619k | 13k | 47.43 | |
Stryker Corporation (SYK) | 0.5 | $563k | 4.0k | 142.14 | |
United Parcel Service (UPS) | 0.5 | $542k | 4.5k | 120.10 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $507k | 3.4k | 149.12 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $509k | 3.5k | 145.43 | |
Northrop Grumman Corporation (NOC) | 0.4 | $489k | 1.7k | 287.65 | |
Exxon Mobil Corporation (XOM) | 0.4 | $444k | 5.4k | 81.98 | |
Devon Energy Corporation (DVN) | 0.4 | $436k | 12k | 36.70 | |
3M Company (MMM) | 0.4 | $429k | 2.0k | 209.78 | |
Walt Disney Company (DIS) | 0.4 | $416k | 4.2k | 98.67 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.4 | $416k | 3.5k | 120.54 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $423k | 6.9k | 60.88 | |
Raytheon Company | 0.3 | $405k | 2.2k | 186.38 | |
Oracle Corporation (ORCL) | 0.3 | $410k | 8.5k | 48.36 | |
Valero Energy Corporation (VLO) | 0.3 | $389k | 5.1k | 76.88 | |
Honeywell International (HON) | 0.3 | $382k | 2.7k | 141.74 | |
Varian Medical Systems | 0.3 | $388k | 3.9k | 100.13 | |
Eli Lilly & Co. (LLY) | 0.3 | $373k | 4.4k | 85.55 | |
Wells Fargo & Company (WFC) | 0.3 | $372k | 6.7k | 55.16 | |
Wal-Mart Stores (WMT) | 0.3 | $355k | 4.5k | 78.11 | |
Phillips 66 (PSX) | 0.3 | $363k | 4.0k | 91.53 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $339k | 7.6k | 44.87 | |
Abbvie (ABBV) | 0.3 | $325k | 3.7k | 88.80 | |
Southern Company (SO) | 0.3 | $301k | 6.1k | 49.20 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.3 | $305k | 3.5k | 86.92 | |
Pfizer (PFE) | 0.2 | $284k | 7.9k | 35.74 | |
CVS Caremark Corporation (CVS) | 0.2 | $285k | 3.5k | 81.43 | |
iShares S&P Global Industrials Sec (EXI) | 0.2 | $268k | 3.0k | 88.77 | |
United Technologies Corporation | 0.2 | $218k | 1.9k | 116.02 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $221k | 2.1k | 105.39 | |
iShares MSCI EAFE Index Fund (EFA) | 0.2 | $211k | 3.1k | 68.40 | |
Ishares Tr s^p aggr all (AOA) | 0.2 | $207k | 3.9k | 53.64 | |
Ruby Tuesday | 0.0 | $30k | 14k | 2.14 |