Peachtree Investment Advisors as of March 31, 2017
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 82 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab International Equity ETF (SCHF) | 10.7 | $12M | 391k | 29.87 | |
| iShares S&P 500 Index (IVV) | 5.2 | $5.6M | 24k | 237.26 | |
| Vanguard Emerging Markets ETF (VWO) | 4.5 | $4.9M | 124k | 39.72 | |
| Apple (AAPL) | 4.4 | $4.8M | 33k | 143.66 | |
| Home Depot (HD) | 3.6 | $4.0M | 27k | 146.82 | |
| iShares Lehman Aggregate Bond (AGG) | 3.0 | $3.3M | 30k | 108.50 | |
| Microsoft Corporation (MSFT) | 3.0 | $3.3M | 49k | 65.87 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 2.6 | $2.9M | 25k | 113.72 | |
| Johnson & Johnson (JNJ) | 2.5 | $2.8M | 22k | 124.54 | |
| Vanguard Short-Term Bond ETF (BSV) | 2.4 | $2.6M | 33k | 79.71 | |
| Lowe's Companies (LOW) | 2.3 | $2.5M | 30k | 82.22 | |
| Procter & Gamble Company (PG) | 2.2 | $2.4M | 27k | 89.87 | |
| Illinois Tool Works (ITW) | 2.0 | $2.2M | 17k | 132.48 | |
| Texas Instruments Incorporated (TXN) | 2.0 | $2.2M | 28k | 80.55 | |
| iShares Dow Jones US Healthcare (IYH) | 2.0 | $2.2M | 14k | 155.71 | |
| SPDR KBW Regional Banking (KRE) | 1.9 | $2.1M | 39k | 54.62 | |
| iShares Dow Jones US Technology (IYW) | 1.9 | $2.1M | 16k | 135.19 | |
| iShares Dow Jones US Financial (IYF) | 1.8 | $1.9M | 18k | 104.03 | |
| Dow Chemical Company | 1.7 | $1.8M | 29k | 63.54 | |
| Intel Corporation (INTC) | 1.7 | $1.8M | 50k | 36.07 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $1.7M | 19k | 87.85 | |
| Kraft Heinz (KHC) | 1.5 | $1.6M | 18k | 90.79 | |
| Cisco Systems (CSCO) | 1.5 | $1.6M | 47k | 33.81 | |
| Qualcomm (QCOM) | 1.5 | $1.6M | 28k | 57.33 | |
| Dover Corporation (DOV) | 1.4 | $1.6M | 20k | 80.34 | |
| Target Corporation (TGT) | 1.4 | $1.5M | 28k | 55.18 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.3M | 7.9k | 167.66 | |
| Canadian Natural Resources (CNQ) | 1.1 | $1.2M | 38k | 32.78 | |
| At&t (T) | 1.1 | $1.2M | 30k | 41.55 | |
| General Electric Company | 1.1 | $1.2M | 39k | 29.81 | |
| Caterpillar (CAT) | 1.0 | $1.1M | 12k | 92.73 | |
| Verizon Communications (VZ) | 1.0 | $1.1M | 22k | 48.76 | |
| Philip Morris International (PM) | 0.9 | $1.0M | 9.2k | 112.90 | |
| Coca-Cola Company (KO) | 0.9 | $1.0M | 24k | 42.43 | |
| Merck & Co (MRK) | 0.8 | $924k | 15k | 63.57 | |
| Ishares High Dividend Equity F (HDV) | 0.8 | $929k | 11k | 83.88 | |
| Abb (ABBNY) | 0.8 | $920k | 39k | 23.39 | |
| Novartis (NVS) | 0.8 | $901k | 12k | 74.31 | |
| PowerShares Hgh Yield Corporate Bnd | 0.8 | $871k | 46k | 18.80 | |
| Altria (MO) | 0.8 | $863k | 12k | 71.39 | |
| iShares Dow Jones Select Dividend (DVY) | 0.8 | $822k | 9.0k | 91.10 | |
| Devon Energy Corporation (DVN) | 0.7 | $763k | 18k | 41.74 | |
| Ecolab (ECL) | 0.7 | $752k | 6.0k | 125.33 | |
| iShares Dow Jones US Consumer Ser. (IYC) | 0.7 | $716k | 4.4k | 161.01 | |
| iShares Dow Jones US Industrial (IYJ) | 0.6 | $687k | 5.5k | 125.92 | |
| Chevron Corporation (CVX) | 0.6 | $607k | 5.7k | 107.41 | |
| Regions Financial Corporation (RF) | 0.6 | $596k | 41k | 14.53 | |
| iShares Russell 1000 Growth Index (IWF) | 0.6 | $605k | 5.3k | 113.85 | |
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.5 | $587k | 12k | 47.51 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.5 | $553k | 4.7k | 118.77 | |
| Walt Disney Company (DIS) | 0.5 | $547k | 4.8k | 113.32 | |
| Stryker Corporation (SYK) | 0.5 | $521k | 4.0k | 131.53 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $501k | 6.1k | 82.08 | |
| United Parcel Service (UPS) | 0.4 | $484k | 4.5k | 107.25 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $455k | 3.5k | 130.00 | |
| PowerShares QQQ Trust, Series 1 | 0.4 | $463k | 3.5k | 132.29 | |
| 3M Company (MMM) | 0.4 | $429k | 2.2k | 191.52 | |
| Wells Fargo & Company (WFC) | 0.4 | $414k | 7.4k | 55.62 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $404k | 1.7k | 237.65 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.4 | $402k | 4.8k | 82.99 | |
| Oracle Corporation (ORCL) | 0.3 | $378k | 8.5k | 44.59 | |
| Eli Lilly & Co. (LLY) | 0.3 | $367k | 4.4k | 84.17 | |
| Wal-Mart Stores (WMT) | 0.3 | $356k | 4.9k | 71.99 | |
| Varian Medical Systems | 0.3 | $355k | 3.9k | 91.03 | |
| Schwab U S Broad Market ETF (SCHB) | 0.3 | $365k | 6.4k | 57.12 | |
| Valero Energy Corporation (VLO) | 0.3 | $335k | 5.1k | 66.21 | |
| Honeywell International (HON) | 0.3 | $337k | 2.7k | 125.05 | |
| Raytheon Company | 0.3 | $331k | 2.2k | 152.32 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $319k | 8.1k | 39.39 | |
| Southern Company (SO) | 0.3 | $317k | 6.4k | 49.78 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.3 | $321k | 3.0k | 105.28 | |
| Phillips 66 (PSX) | 0.3 | $314k | 4.0k | 79.17 | |
| E.I. du Pont de Nemours & Company | 0.3 | $311k | 3.9k | 80.36 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.3 | $306k | 7.9k | 38.58 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $286k | 2.4k | 118.08 | |
| CVS Caremark Corporation (CVS) | 0.2 | $275k | 3.5k | 78.57 | |
| Pfizer (PFE) | 0.2 | $257k | 7.5k | 34.19 | |
| iShares S&P Global Industrials Sec (EXI) | 0.2 | $243k | 3.0k | 80.49 | |
| Abbvie (ABBV) | 0.2 | $238k | 3.7k | 65.03 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $219k | 1.7k | 131.53 | |
| United Technologies Corporation | 0.2 | $211k | 1.9k | 112.29 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $201k | 3.2k | 62.29 |
