Peachtree Investment Advisors as of Dec. 31, 2016
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 89 positions in its portfolio as reported in the December 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab International Equity ETF (SCHF) | 9.0 | $9.2M | 331k | 27.67 | |
Apple (AAPL) | 4.0 | $4.1M | 35k | 115.81 | |
iShares S&P 500 Index (IVV) | 3.7 | $3.8M | 17k | 224.98 | |
Vanguard Emerging Markets ETF (VWO) | 3.7 | $3.7M | 104k | 35.77 | |
Home Depot (HD) | 3.5 | $3.5M | 27k | 134.08 | |
iShares Lehman Aggregate Bond (AGG) | 3.2 | $3.3M | 31k | 108.05 | |
Microsoft Corporation (MSFT) | 3.1 | $3.1M | 51k | 62.13 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 2.5 | $2.5M | 23k | 110.23 | |
Johnson & Johnson (JNJ) | 2.5 | $2.5M | 22k | 115.21 | |
Procter & Gamble Company (PG) | 2.2 | $2.2M | 27k | 84.07 | |
Illinois Tool Works (ITW) | 2.1 | $2.2M | 18k | 122.46 | |
Lowe's Companies (LOW) | 2.1 | $2.1M | 30k | 71.11 | |
Texas Instruments Incorporated (TXN) | 2.0 | $2.1M | 29k | 72.98 | |
Target Corporation (TGT) | 2.0 | $2.0M | 28k | 72.23 | |
iShares Dow Jones US Healthcare (IYH) | 2.0 | $2.0M | 14k | 144.13 | |
SPDR KBW Regional Banking (KRE) | 1.9 | $1.9M | 35k | 55.57 | |
Intel Corporation (INTC) | 1.8 | $1.9M | 51k | 36.27 | |
iShares Dow Jones US Technology (IYW) | 1.8 | $1.8M | 15k | 120.22 | |
iShares Dow Jones US Financial (IYF) | 1.8 | $1.8M | 18k | 101.46 | |
Dow Chemical Company | 1.7 | $1.7M | 31k | 57.23 | |
Qualcomm (QCOM) | 1.7 | $1.7M | 27k | 65.20 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $1.7M | 20k | 86.31 | |
Vanguard Short-Term Bond ETF (BSV) | 1.6 | $1.6M | 20k | 79.44 | |
Kraft Heinz (KHC) | 1.5 | $1.5M | 18k | 87.31 | |
Cisco Systems (CSCO) | 1.5 | $1.5M | 50k | 30.21 | |
Dover Corporation (DOV) | 1.5 | $1.5M | 20k | 74.94 | |
Canadian Natural Resources (CNQ) | 1.2 | $1.2M | 39k | 31.88 | |
Verizon Communications (VZ) | 1.2 | $1.2M | 22k | 53.40 | |
General Electric Company | 1.1 | $1.2M | 37k | 31.61 | |
Costco Wholesale Corporation (COST) | 1.1 | $1.1M | 7.0k | 160.09 | |
Coca-Cola Company (KO) | 1.1 | $1.1M | 27k | 41.45 | |
Caterpillar (CAT) | 1.1 | $1.1M | 12k | 92.71 | |
At&t (T) | 1.0 | $1.0M | 25k | 42.54 | |
Ishares High Dividend Equity F (HDV) | 1.0 | $1.0M | 12k | 82.21 | |
Merck & Co (MRK) | 0.9 | $890k | 15k | 58.85 | |
Philip Morris International (PM) | 0.8 | $844k | 9.2k | 91.45 | |
Devon Energy Corporation (DVN) | 0.8 | $837k | 18k | 45.66 | |
Abb (ABBNY) | 0.8 | $821k | 39k | 21.08 | |
Novartis (NVS) | 0.8 | $814k | 11k | 72.84 | |
Altria (MO) | 0.8 | $817k | 12k | 67.59 | |
Service Corporation International (SCI) | 0.8 | $792k | 28k | 28.38 | |
Regions Financial Corporation (RF) | 0.8 | $776k | 54k | 14.35 | |
iShares Dow Jones Select Dividend (DVY) | 0.8 | $771k | 8.7k | 88.54 | |
Ecolab (ECL) | 0.7 | $703k | 6.0k | 117.17 | |
PowerShares Hgh Yield Corporate Bnd | 0.7 | $703k | 37k | 18.78 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.7 | $692k | 4.6k | 150.96 | |
Chevron Corporation (CVX) | 0.7 | $679k | 5.8k | 117.66 | |
iShares Dow Jones US Industrial (IYJ) | 0.6 | $609k | 5.1k | 120.50 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.6 | $603k | 11k | 54.88 | |
iShares Dow Jones US Consumer Goods (IYK) | 0.6 | $573k | 5.2k | 110.81 | |
Exxon Mobil Corporation (XOM) | 0.6 | $556k | 6.2k | 90.20 | |
Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.5 | $533k | 11k | 47.52 | |
Equity Residential (EQR) | 0.5 | $517k | 8.0k | 64.33 | |
Walt Disney Company (DIS) | 0.5 | $514k | 4.9k | 104.32 | |
Starbucks Corporation (SBUX) | 0.5 | $490k | 8.8k | 55.57 | |
Stryker Corporation (SYK) | 0.5 | $475k | 4.0k | 119.92 | |
iShares Russell 1000 Growth Index (IWF) | 0.5 | $455k | 4.3k | 104.94 | |
iShares Dow Jones US Energy Sector (IYE) | 0.4 | $423k | 10k | 41.54 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $415k | 3.5k | 118.57 | |
Wells Fargo & Company (WFC) | 0.4 | $405k | 7.3k | 55.15 | |
Northrop Grumman Corporation (NOC) | 0.4 | $395k | 1.7k | 232.35 | |
AvalonBay Communities (AVB) | 0.4 | $400k | 2.3k | 177.07 | |
Phillips 66 (PSX) | 0.4 | $401k | 4.6k | 86.35 | |
United Parcel Service (UPS) | 0.4 | $387k | 3.4k | 114.73 | |
3M Company (MMM) | 0.4 | $391k | 2.2k | 178.54 | |
Varian Medical Systems | 0.4 | $386k | 4.3k | 89.77 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $387k | 4.8k | 79.89 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $360k | 3.5k | 102.86 | |
Valero Energy Corporation (VLO) | 0.3 | $346k | 5.1k | 68.38 | |
Eli Lilly & Co. (LLY) | 0.3 | $321k | 4.4k | 73.62 | |
Southern Company (SO) | 0.3 | $323k | 6.6k | 49.18 | |
Oracle Corporation (ORCL) | 0.3 | $326k | 8.5k | 38.45 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $329k | 3.1k | 104.81 | |
Duke Energy (DUK) | 0.3 | $326k | 4.2k | 77.67 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $312k | 5.8k | 54.17 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $305k | 8.7k | 35.06 | |
Raytheon Company | 0.3 | $309k | 2.2k | 142.20 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $284k | 2.4k | 117.26 | |
Unum (UNM) | 0.3 | $278k | 6.3k | 43.86 | |
CVS Caremark Corporation (CVS) | 0.3 | $276k | 3.5k | 78.86 | |
Wal-Mart Stores (WMT) | 0.3 | $266k | 3.8k | 69.18 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $260k | 4.5k | 57.78 | |
E.I. du Pont de Nemours & Company | 0.2 | $253k | 3.4k | 73.44 | |
Pfizer (PFE) | 0.2 | $241k | 7.4k | 32.50 | |
Honeywell International (HON) | 0.2 | $243k | 2.1k | 115.99 | |
iShares S&P Global Industrials Sec (EXI) | 0.2 | $228k | 3.0k | 75.52 | |
Abbvie (ABBV) | 0.2 | $229k | 3.7k | 62.57 | |
United Technologies Corporation | 0.2 | $206k | 1.9k | 109.63 | |
Energy Select Sector SPDR (XLE) | 0.2 | $207k | 2.7k | 75.41 |