Peachtree Investment Advisors as of Dec. 31, 2018
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 | |
iShares S&P 500 Index (IVV) | 7.6 | $9.8M | 39k | 251.62 | |
Vanguard Emerging Markets ETF (VWO) | 7.0 | $9.0M | 237k | 38.10 | |
Vanguard Short-Term Bond ETF (BSV) | 5.6 | $7.2M | 92k | 78.57 | |
Vanguard Small-Cap ETF (VB) | 4.4 | $5.7M | 43k | 132.00 | |
Apple (AAPL) | 3.7 | $4.8M | 30k | 157.75 | |
Microsoft Corporation (MSFT) | 3.5 | $4.6M | 45k | 101.58 | |
Vanguard Europe Pacific ETF (VEA) | 3.4 | $4.4M | 118k | 37.10 | |
iShares Dow Jones US Technology (IYW) | 2.8 | $3.6M | 22k | 159.94 | |
Home Depot (HD) | 2.7 | $3.5M | 21k | 171.83 | |
Johnson & Johnson (JNJ) | 2.4 | $3.1M | 24k | 129.06 | |
iShares Dow Jones US Financial (IYF) | 2.2 | $2.9M | 27k | 106.36 | |
Procter & Gamble Company (PG) | 2.1 | $2.8M | 30k | 91.92 | |
Lowe's Companies (LOW) | 2.1 | $2.8M | 30k | 92.35 | |
JPMorgan Chase & Co. (JPM) | 2.0 | $2.6M | 26k | 97.62 | |
Texas Instruments Incorporated (TXN) | 1.9 | $2.5M | 27k | 94.48 | |
iShares Dow Jones US Healthcare (IYH) | 1.9 | $2.4M | 13k | 180.79 | |
Intel Corporation (INTC) | 1.8 | $2.4M | 51k | 46.93 | |
Costco Wholesale Corporation (COST) | 1.8 | $2.3M | 11k | 203.67 | |
Illinois Tool Works (ITW) | 1.8 | $2.3M | 18k | 126.72 | |
Cisco Systems (CSCO) | 1.5 | $2.0M | 46k | 43.33 | |
Ishares Inc core msci emkt (IEMG) | 1.4 | $1.9M | 40k | 47.16 | |
Caterpillar (CAT) | 1.4 | $1.8M | 14k | 127.08 | |
Dowdupont | 1.4 | $1.8M | 34k | 53.48 | |
SPDR KBW Regional Banking (KRE) | 1.4 | $1.7M | 37k | 46.80 | |
Verizon Communications (VZ) | 1.3 | $1.6M | 29k | 56.21 | |
Dover Corporation (DOV) | 1.1 | $1.5M | 21k | 70.96 | |
iShares Dow Jones US Consumer Ser. (IYC) | 1.0 | $1.3M | 7.1k | 180.87 | |
Merck & Co (MRK) | 0.8 | $1.0M | 14k | 76.39 | |
Novartis (NVS) | 0.7 | $944k | 11k | 85.78 | |
Ecolab (ECL) | 0.7 | $869k | 5.9k | 147.29 | |
Pfizer (PFE) | 0.7 | $863k | 20k | 43.65 | |
Regions Financial Corporation (RF) | 0.7 | $875k | 65k | 13.38 | |
Coca-Cola Company (KO) | 0.7 | $841k | 18k | 47.34 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $770k | 3.4k | 226.27 | |
Colgate-Palmolive Company (CL) | 0.5 | $699k | 12k | 59.54 | |
Exxon Mobil Corporation (XOM) | 0.5 | $688k | 10k | 68.15 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $691k | 10k | 69.27 | |
Stryker Corporation (SYK) | 0.5 | $621k | 4.0k | 156.78 | |
iShares Dow Jones Select Dividend (DVY) | 0.5 | $590k | 6.6k | 89.27 | |
Abb (ABBNY) | 0.4 | $568k | 30k | 19.00 | |
At&t (T) | 0.4 | $540k | 19k | 28.54 | |
Philip Morris International (PM) | 0.4 | $511k | 7.7k | 66.71 | |
Chevron Corporation (CVX) | 0.4 | $493k | 4.5k | 108.81 | |
iShares Dow Jones US Industrial (IYJ) | 0.4 | $481k | 3.7k | 128.61 | |
Schwab U S Broad Market ETF (SCHB) | 0.4 | $468k | 7.8k | 59.88 | |
Walt Disney Company (DIS) | 0.3 | $452k | 4.1k | 109.55 | |
Kraft Heinz (KHC) | 0.3 | $457k | 11k | 43.04 | |
United Parcel Service (UPS) | 0.3 | $426k | 4.4k | 97.64 | |
Varian Medical Systems | 0.3 | $431k | 3.8k | 113.42 | |
Bank of America Corporation (BAC) | 0.3 | $410k | 17k | 24.62 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.3 | $418k | 9.4k | 44.70 | |
Northrop Grumman Corporation (NOC) | 0.3 | $404k | 1.7k | 244.85 | |
Wal-Mart Stores (WMT) | 0.3 | $377k | 4.0k | 93.20 | |
Valero Energy Corporation (VLO) | 0.3 | $379k | 5.1k | 74.90 | |
3M Company (MMM) | 0.3 | $357k | 1.9k | 190.40 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $346k | 2.6k | 130.76 | |
Raytheon Company | 0.3 | $333k | 2.2k | 153.24 | |
Qualcomm (QCOM) | 0.3 | $333k | 5.9k | 56.83 | |
Oracle Corporation (ORCL) | 0.2 | $330k | 7.3k | 45.09 | |
Abbvie (ABBV) | 0.2 | $327k | 3.5k | 92.24 | |
Wells Fargo & Company (WFC) | 0.2 | $313k | 6.8k | 46.10 | |
Select Sector Spdr Tr Communic etfeqty (XLC) | 0.2 | $307k | 7.4k | 41.24 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.2 | $254k | 3.0k | 84.41 | |
Southern Company (SO) | 0.2 | $246k | 5.6k | 43.97 | |
Abbott Laboratories (ABT) | 0.2 | $237k | 3.3k | 72.45 | |
iShares S&P Global Industrials Sec (EXI) | 0.2 | $235k | 3.0k | 77.84 | |
Honeywell International (HON) | 0.2 | $224k | 1.7k | 132.15 | |
United Technologies Corporation | 0.2 | $221k | 2.1k | 106.30 | |
Ishares Tr s^p aggr all (AOA) | 0.2 | $223k | 4.6k | 48.54 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $202k | 5.2k | 38.99 | |
iShares Dow Jones US Energy Sector (IYE) | 0.2 | $207k | 6.7k | 31.13 | |
Ishares High Dividend Equity F (HDV) | 0.2 | $212k | 2.5k | 84.26 |