Peachtree Investment Advisors as of Sept. 30, 2018
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 75 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab International Equity ETF (SCHF) | 13.2 | $19M | 576k | 33.53 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 6.6 | $9.7M | 90k | 107.81 | |
Vanguard Small-Cap ETF (VB) | 6.0 | $8.8M | 54k | 162.58 | |
iShares S&P 500 Index (IVV) | 6.0 | $8.8M | 30k | 292.74 | |
Vanguard Emerging Markets ETF (VWO) | 5.5 | $8.1M | 197k | 41.00 | |
Apple (AAPL) | 4.6 | $6.7M | 30k | 225.74 | |
Vanguard Short-Term Bond ETF (BSV) | 4.3 | $6.4M | 82k | 78.03 | |
Microsoft Corporation (MSFT) | 3.5 | $5.2M | 45k | 114.36 | |
iShares Dow Jones US Technology (IYW) | 2.9 | $4.3M | 22k | 194.04 | |
Home Depot (HD) | 2.9 | $4.2M | 20k | 207.15 | |
Lowe's Companies (LOW) | 2.2 | $3.2M | 28k | 114.80 | |
Johnson & Johnson (JNJ) | 2.1 | $3.1M | 22k | 138.17 | |
iShares Dow Jones US Financial (IYF) | 2.0 | $2.9M | 24k | 121.48 | |
Texas Instruments Incorporated (TXN) | 1.9 | $2.7M | 25k | 107.27 | |
Costco Wholesale Corporation (COST) | 1.7 | $2.5M | 11k | 234.84 | |
iShares Dow Jones US Healthcare (IYH) | 1.7 | $2.5M | 12k | 202.93 | |
Procter & Gamble Company (PG) | 1.7 | $2.4M | 29k | 83.22 | |
SPDR KBW Regional Banking (KRE) | 1.7 | $2.4M | 41k | 59.42 | |
Illinois Tool Works (ITW) | 1.6 | $2.4M | 17k | 141.10 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $2.4M | 21k | 112.84 | |
Intel Corporation (INTC) | 1.6 | $2.3M | 49k | 47.30 | |
Cisco Systems (CSCO) | 1.5 | $2.1M | 44k | 48.65 | |
Dowdupont | 1.3 | $1.9M | 30k | 64.32 | |
Dover Corporation (DOV) | 1.2 | $1.8M | 20k | 88.52 | |
Caterpillar (CAT) | 1.1 | $1.5M | 10k | 152.45 | |
Verizon Communications (VZ) | 1.0 | $1.5M | 28k | 53.39 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.9 | $1.4M | 6.5k | 211.80 | |
Regions Financial Corporation (RF) | 0.9 | $1.3M | 70k | 18.35 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.8 | $1.2M | 28k | 42.91 | |
Merck & Co (MRK) | 0.7 | $960k | 14k | 70.93 | |
Ecolab (ECL) | 0.6 | $925k | 5.9k | 156.78 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $918k | 3.4k | 270.00 | |
Novartis (NVS) | 0.6 | $871k | 10k | 86.19 | |
Coca-Cola Company (KO) | 0.6 | $821k | 18k | 46.21 | |
Exxon Mobil Corporation (XOM) | 0.6 | $799k | 9.4k | 84.99 | |
Canadian Natural Resources (CNQ) | 0.5 | $751k | 23k | 32.65 | |
Pfizer (PFE) | 0.5 | $701k | 16k | 44.10 | |
Stryker Corporation (SYK) | 0.5 | $704k | 4.0k | 177.73 | |
At&t (T) | 0.5 | $672k | 20k | 33.57 | |
Abb (ABBNY) | 0.5 | $657k | 28k | 23.62 | |
iShares Dow Jones Select Dividend (DVY) | 0.5 | $659k | 6.6k | 99.71 | |
Kraft Heinz (KHC) | 0.5 | $653k | 12k | 55.12 | |
Philip Morris International (PM) | 0.4 | $632k | 7.8k | 81.52 | |
iShares Dow Jones US Industrial (IYJ) | 0.4 | $610k | 3.9k | 156.21 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.4 | $603k | 13k | 47.33 | |
Altria (MO) | 0.4 | $588k | 9.8k | 60.31 | |
Valero Energy Corporation (VLO) | 0.4 | $576k | 5.1k | 113.83 | |
iShares Lehman Aggregate Bond (AGG) | 0.4 | $577k | 5.5k | 105.48 | |
Chevron Corporation (CVX) | 0.4 | $554k | 4.5k | 122.27 | |
Northrop Grumman Corporation (NOC) | 0.4 | $524k | 1.7k | 317.58 | |
Colgate-Palmolive Company (CL) | 0.4 | $533k | 8.0k | 67.00 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $534k | 7.6k | 70.40 | |
United Parcel Service (UPS) | 0.3 | $509k | 4.4k | 116.66 | |
Devon Energy Corporation (DVN) | 0.3 | $501k | 13k | 39.90 | |
Walt Disney Company (DIS) | 0.3 | $483k | 4.1k | 117.06 | |
Raytheon Company | 0.3 | $449k | 2.2k | 206.63 | |
Qualcomm (QCOM) | 0.3 | $422k | 5.9k | 72.01 | |
Varian Medical Systems | 0.3 | $425k | 3.8k | 111.84 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $413k | 2.6k | 156.08 | |
3M Company (MMM) | 0.3 | $395k | 1.9k | 210.67 | |
Wal-Mart Stores (WMT) | 0.3 | $380k | 4.0k | 93.94 | |
Oracle Corporation (ORCL) | 0.3 | $377k | 7.3k | 51.52 | |
Wells Fargo & Company (WFC) | 0.2 | $354k | 6.7k | 52.49 | |
Abbvie (ABBV) | 0.2 | $335k | 3.5k | 94.50 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.2 | $287k | 3.0k | 95.38 | |
Honeywell International (HON) | 0.2 | $282k | 1.7k | 166.37 | |
iShares S&P Global Industrials Sec (EXI) | 0.2 | $283k | 3.0k | 93.74 | |
Phillips 66 (PSX) | 0.2 | $282k | 2.5k | 112.80 | |
United Technologies Corporation | 0.2 | $263k | 1.9k | 139.97 | |
Southern Company (SO) | 0.2 | $244k | 5.6k | 43.61 | |
Ishares Tr s^p aggr all (AOA) | 0.2 | $242k | 4.4k | 54.70 | |
Abbott Laboratories (ABT) | 0.2 | $240k | 3.3k | 73.37 | |
CVS Caremark Corporation (CVS) | 0.2 | $228k | 2.9k | 78.62 | |
Ishares High Dividend Equity F (HDV) | 0.2 | $230k | 2.5k | 90.52 | |
Eli Lilly & Co. (LLY) | 0.1 | $207k | 1.9k | 107.25 |