Peachtree Investment Advisors as of June 30, 2017
Portfolio Holdings for Peachtree Investment Advisors
Peachtree Investment Advisors holds 82 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab International Equity ETF (SCHF) | 10.8 | $13M | 398k | 31.78 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 6.0 | $7.0M | 61k | 114.35 | |
| iShares S&P 500 Index (IVV) | 5.6 | $6.6M | 27k | 243.41 | |
| Vanguard Emerging Markets ETF (VWO) | 4.6 | $5.4M | 132k | 40.83 | |
| Vanguard Short-Term Bond ETF (BSV) | 4.1 | $4.8M | 60k | 79.85 | |
| Apple (AAPL) | 4.0 | $4.7M | 33k | 144.02 | |
| Home Depot (HD) | 3.6 | $4.2M | 27k | 153.40 | |
| Microsoft Corporation (MSFT) | 2.9 | $3.4M | 50k | 68.93 | |
| Johnson & Johnson (JNJ) | 2.5 | $2.9M | 22k | 132.30 | |
| Illinois Tool Works (ITW) | 2.1 | $2.4M | 17k | 143.24 | |
| Procter & Gamble Company (PG) | 2.0 | $2.4M | 28k | 87.14 | |
| iShares Dow Jones US Technology (IYW) | 2.0 | $2.4M | 17k | 139.71 | |
| Lowe's Companies (LOW) | 2.0 | $2.3M | 30k | 77.55 | |
| SPDR KBW Regional Banking (KRE) | 1.9 | $2.3M | 41k | 54.94 | |
| iShares Dow Jones US Healthcare (IYH) | 1.9 | $2.3M | 14k | 166.26 | |
| Texas Instruments Incorporated (TXN) | 1.8 | $2.1M | 28k | 76.93 | |
| iShares Dow Jones US Financial (IYF) | 1.8 | $2.0M | 19k | 107.52 | |
| Dow Chemical Company | 1.6 | $1.8M | 29k | 63.07 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $1.8M | 19k | 91.39 | |
| Intel Corporation (INTC) | 1.5 | $1.7M | 51k | 33.74 | |
| Kraft Heinz (KHC) | 1.4 | $1.6M | 19k | 85.63 | |
| Dover Corporation (DOV) | 1.4 | $1.6M | 20k | 80.23 | |
| Qualcomm (QCOM) | 1.3 | $1.5M | 27k | 55.22 | |
| Cisco Systems (CSCO) | 1.3 | $1.5M | 48k | 31.29 | |
| Target Corporation (TGT) | 1.2 | $1.4M | 28k | 52.28 | |
| Costco Wholesale Corporation (COST) | 1.2 | $1.4M | 8.7k | 159.91 | |
| Caterpillar (CAT) | 1.1 | $1.3M | 12k | 107.45 | |
| At&t (T) | 1.0 | $1.2M | 31k | 37.73 | |
| General Electric Company | 1.0 | $1.1M | 42k | 27.02 | |
| Verizon Communications (VZ) | 0.9 | $1.1M | 25k | 44.65 | |
| Regions Financial Corporation (RF) | 0.9 | $1.1M | 74k | 14.65 | |
| Philip Morris International (PM) | 0.9 | $1.1M | 9.2k | 117.46 | |
| Canadian Natural Resources (CNQ) | 0.9 | $1.1M | 38k | 28.84 | |
| Novartis (NVS) | 0.9 | $1.0M | 12k | 83.49 | |
| iShares Lehman Aggregate Bond (AGG) | 0.9 | $1.0M | 9.2k | 109.47 | |
| Altria (MO) | 0.8 | $988k | 13k | 74.46 | |
| PowerShares Hgh Yield Corporate Bnd | 0.8 | $979k | 52k | 19.02 | |
| Abb (ABBNY) | 0.8 | $970k | 39k | 24.89 | |
| Coca-Cola Company (KO) | 0.8 | $954k | 21k | 44.84 | |
| Merck & Co (MRK) | 0.8 | $932k | 15k | 64.12 | |
| Ishares High Dividend Equity F (HDV) | 0.8 | $875k | 11k | 83.10 | |
| iShares Dow Jones Select Dividend (DVY) | 0.7 | $790k | 8.6k | 92.17 | |
| Ecolab (ECL) | 0.7 | $783k | 5.9k | 132.71 | |
| iShares Dow Jones US Industrial (IYJ) | 0.6 | $702k | 5.3k | 131.56 | |
| iShares Dow Jones US Consumer Ser. (IYC) | 0.6 | $655k | 4.0k | 164.08 | |
| iShares Russell 1000 Growth Index (IWF) | 0.5 | $632k | 5.3k | 118.93 | |
| Devon Energy Corporation (DVN) | 0.5 | $594k | 19k | 31.97 | |
| Chevron Corporation (CVX) | 0.5 | $579k | 5.6k | 104.31 | |
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.5 | $584k | 12k | 47.42 | |
| Stryker Corporation (SYK) | 0.5 | $550k | 4.0k | 138.85 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.4 | $515k | 4.2k | 121.72 | |
| United Parcel Service (UPS) | 0.4 | $499k | 4.5k | 110.57 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $481k | 3.4k | 141.47 | |
| PowerShares QQQ Trust, Series 1 | 0.4 | $482k | 3.5k | 137.71 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $449k | 5.6k | 80.67 | |
| Walt Disney Company (DIS) | 0.4 | $448k | 4.2k | 106.26 | |
| 3M Company (MMM) | 0.4 | $441k | 2.1k | 208.02 | |
| Northrop Grumman Corporation (NOC) | 0.4 | $436k | 1.7k | 256.47 | |
| Oracle Corporation (ORCL) | 0.4 | $425k | 8.5k | 50.13 | |
| Wells Fargo & Company (WFC) | 0.3 | $412k | 7.4k | 55.35 | |
| Varian Medical Systems | 0.3 | $402k | 3.9k | 103.08 | |
| Schwab U S Broad Market ETF (SCHB) | 0.3 | $388k | 6.6k | 58.43 | |
| Eli Lilly & Co. (LLY) | 0.3 | $359k | 4.4k | 82.34 | |
| Honeywell International (HON) | 0.3 | $359k | 2.7k | 133.21 | |
| Abbvie (ABBV) | 0.3 | $360k | 5.0k | 72.58 | |
| Raytheon Company | 0.3 | $351k | 2.2k | 161.53 | |
| Southern Company (SO) | 0.3 | $347k | 7.2k | 47.88 | |
| Wal-Mart Stores (WMT) | 0.3 | $344k | 4.5k | 75.69 | |
| Valero Energy Corporation (VLO) | 0.3 | $341k | 5.1k | 67.39 | |
| Phillips 66 (PSX) | 0.3 | $328k | 4.0k | 82.70 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $319k | 7.7k | 41.42 | |
| E.I. du Pont de Nemours & Company | 0.3 | $312k | 3.9k | 80.62 | |
| Pfizer (PFE) | 0.2 | $290k | 8.6k | 33.54 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.2 | $295k | 3.5k | 84.07 | |
| CVS Caremark Corporation (CVS) | 0.2 | $282k | 3.5k | 80.57 | |
| iShares S&P Global Industrials Sec (EXI) | 0.2 | $256k | 3.0k | 84.80 | |
| United Technologies Corporation | 0.2 | $229k | 1.9k | 121.87 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.2 | $221k | 2.1k | 105.39 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.2 | $207k | 5.8k | 35.49 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $203k | 3.1k | 65.23 | |
| Ishares Tr s^p aggr all (AOA) | 0.2 | $204k | 3.9k | 51.86 | |
| Ruby Tuesday | 0.0 | $28k | 14k | 2.00 |
