$134 Million is the total value of Peachtree Investment Advisors, Inc.'s 327 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 15.2% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EFV | Sell | iShares MSCI EAFE Value ETFequities | $7,844,000 | -26.7% | 149,893 | -25.4% | 5.85% | -23.7% |
AGG | Sell | iShares Barclays Aggregate Bondequities | $5,805,000 | -14.4% | 53,361 | -12.4% | 4.33% | -11.0% |
XOM | Sell | Exxon Mobil Corpequities | $4,946,000 | -2.8% | 59,452 | -0.7% | 3.69% | +1.1% |
BBT | Sell | BB&T Corpequities | $4,343,000 | -7.4% | 107,738 | -10.4% | 3.24% | -3.6% |
AAPL | Sell | Apple Incequities | $4,099,000 | -22.4% | 32,682 | -23.0% | 3.06% | -19.2% |
IVV | Buy | iShares S&P 500 Indexequities | $3,251,000 | +44.9% | 15,688 | +45.3% | 2.42% | +50.8% |
SCHF | Buy | Schwab International Equity ETFequities | $2,969,000 | +42.8% | 97,437 | +41.7% | 2.22% | +48.7% |
EFA | Sell | iShares MSCI EAFE Indexequities | $2,401,000 | -13.9% | 37,818 | -13.0% | 1.79% | -10.4% |
HD | Buy | Home Depot Incequities | $2,399,000 | +10.0% | 21,590 | +12.5% | 1.79% | +14.5% |
MSFT | Buy | Microsoft Corpequities | $2,234,000 | +13.6% | 50,604 | +4.7% | 1.67% | +18.2% |
T | Sell | AT&T Incequities | $2,189,000 | +4.1% | 61,616 | -4.3% | 1.63% | +8.4% |
EEM | Buy | iShares MSCI Emerging Markets ETFequities | $2,187,000 | +8.7% | 55,196 | +10.1% | 1.63% | +13.1% |
RF | Sell | Regions Financial Corpequities | $2,167,000 | +4.8% | 209,197 | -4.4% | 1.62% | +9.0% |
LOW | Buy | Lowe's Cos Incequities | $2,081,000 | +0.1% | 31,070 | +11.2% | 1.55% | +4.2% |
BAC | Sell | Bank Of America Corpequities | $2,022,000 | +10.4% | 118,809 | -0.1% | 1.51% | +14.9% |
JNJ | Buy | Johnson & Johnsonequities | $1,928,000 | +0.6% | 19,778 | +3.8% | 1.44% | +4.7% |
TGT | Buy | Target Corpequities | $1,891,000 | +9.3% | 23,163 | +9.9% | 1.41% | +13.8% |
PG | Buy | Procter & Gamble Coequities | $1,842,000 | +4.4% | 23,537 | +9.4% | 1.37% | +8.7% |
HDV | Sell | iShares High Dividend Equity Fundequities | $1,717,000 | -11.9% | 23,343 | -10.2% | 1.28% | -8.4% |
SCI | Buy | Service Corp Internationalequities | $1,600,000 | +13.5% | 54,351 | +0.4% | 1.19% | +18.0% |
ITW | Buy | Illinois Tool Works Incequities | $1,554,000 | -0.7% | 16,925 | +5.1% | 1.16% | +3.3% |
QCOM | Buy | Qualcomm Incequities | $1,463,000 | -2.4% | 23,365 | +8.1% | 1.09% | +1.6% |
AXP | Buy | American Express Coequities | $1,444,000 | +20.2% | 18,584 | +20.8% | 1.08% | +25.1% |
INTC | Buy | Intel Corpequities | $1,442,000 | +2.9% | 47,422 | +5.7% | 1.08% | +7.1% |
EMB | Buy | iShares JPMorgan USD Emerging Marketequities | $1,377,000 | +7.5% | 12,529 | +9.7% | 1.03% | +11.9% |
DOW | Buy | Dow Chemical Coequities | $1,336,000 | +27.6% | 26,100 | +19.6% | 1.00% | +32.9% |
PPS | Buy | Post Properties Incequities | $1,292,000 | -3.8% | 23,759 | +0.7% | 0.96% | +0.1% |
TXN | Buy | Texas Instruments Incequities | $1,277,000 | +3.6% | 24,795 | +15.0% | 0.95% | +7.8% |
KO | Sell | Coca-Cola Coequities | $1,273,000 | -5.6% | 32,462 | -2.3% | 0.95% | -1.7% |
VZ | Buy | Verizon Communications Incequities | $1,250,000 | +6.3% | 26,820 | +10.9% | 0.93% | +10.6% |
DIA | Buy | Spdr Dow Jones Indl Avgequities | $1,250,000 | -0.6% | 7,110 | +0.4% | 0.93% | +3.4% |
KRFT | Sell | Kraft Foods Groupequities | $1,220,000 | -3.5% | 14,330 | -1.2% | 0.91% | +0.4% |
CSCO | Buy | Cisco Systems Incequities | $1,190,000 | +14.2% | 43,339 | +14.5% | 0.89% | +18.9% |
DOV | Buy | Dover Corpequities | $1,133,000 | +26.0% | 16,145 | +24.2% | 0.84% | +31.2% |
JPM | Buy | JP Morgan Chase Coequities | $1,084,000 | +38.3% | 16,000 | +23.6% | 0.81% | +44.0% |
WFC | Buy | Wells Fargo & Coequities | $1,054,000 | +3.7% | 18,746 | +0.4% | 0.79% | +8.0% |
DVY | Sell | iShares Dow Jones Select Dividend Inequities | $1,053,000 | -5.5% | 14,017 | -1.9% | 0.78% | -1.6% |
IYW | Buy | iShares Dow Jones US Technology Sectequities | $1,029,000 | +41.2% | 9,828 | +41.6% | 0.77% | +47.1% |
SUNEQ | New | Sunedison Incequities | $1,020,000 | – | 34,096 | +100.0% | 0.76% | – |
IYY | Buy | Ishares Dow Jones US Indexequities | $1,015,000 | -0.2% | 9,736 | +0.4% | 0.76% | +3.8% |
ABB | Buy | Abb Ltd ADRequities | $1,011,000 | +3.4% | 48,425 | +4.8% | 0.75% | +7.6% |
EQR | Buy | Equity Residentialequities | $993,000 | -9.1% | 14,147 | +0.7% | 0.74% | -5.4% |
GE | Buy | General Electric Coequities | $985,000 | +18.4% | 37,059 | +10.6% | 0.74% | +23.3% |
CNQ | Buy | Canadian Natural Resources Ltdequities | $984,000 | +9.6% | 36,225 | +23.8% | 0.73% | +14.0% |
MO | Sell | Altria Group Incequities | $964,000 | -3.1% | 19,700 | -1.0% | 0.72% | +0.8% |
NVS | Buy | Novartis AGequities | $936,000 | +13.2% | 9,519 | +13.5% | 0.70% | +17.7% |
SBUX | Buy | Starbucks Corpequities | $893,000 | +13.5% | 16,661 | +100.6% | 0.67% | +18.1% |
LLY | Eli Lilly & Companyequities | $865,000 | +14.9% | 10,360 | 0.0% | 0.64% | +19.4% | |
PM | Philip Morris International Incequities | $830,000 | +6.4% | 10,353 | 0.0% | 0.62% | +10.7% | |
DVN | Buy | Devon Energy Corpequities | $824,000 | +23.0% | 13,855 | +24.7% | 0.62% | +28.1% |
IYH | Buy | iShares Dow Jones US Healthcare Sectequities | $812,000 | +36.2% | 5,115 | +32.3% | 0.61% | +41.9% |
FB | Facebook Inc Class Aequities | $806,000 | +4.3% | 9,400 | 0.0% | 0.60% | +8.5% | |
CVS | CVS Caremark Corpequities | $781,000 | +1.6% | 7,450 | 0.0% | 0.58% | +5.8% | |
SO | Sell | Southern Companyequities | $779,000 | -6.6% | 18,599 | -1.3% | 0.58% | -2.8% |
IWM | Buy | iShares Russell 2000 Indexequities | $750,000 | +0.7% | 6,008 | +0.3% | 0.56% | +4.7% |
MRK | Sell | Merck Co Incequities | $730,000 | -1.6% | 12,828 | -0.7% | 0.54% | +2.4% |
CAT | Buy | Caterpillar Incequities | $714,000 | +36.5% | 8,415 | +28.7% | 0.53% | +42.1% |
DIS | Sell | Disney Walt Coequities | $710,000 | +7.1% | 6,222 | -1.6% | 0.53% | +11.6% |
CVX | Buy | Chevron Corpequities | $688,000 | -7.9% | 7,127 | +0.1% | 0.51% | -4.1% |
PEP | Pepsico Incequities | $681,000 | -2.4% | 7,301 | 0.0% | 0.51% | +1.6% | |
WMT | Buy | Wal-Mart Stores Incequities | $681,000 | -13.4% | 9,595 | +0.4% | 0.51% | -9.8% |
ECL | Ecolab Incequities | $678,000 | -1.2% | 6,000 | 0.0% | 0.51% | +2.8% | |
COP | ConocoPhillipsequities | $658,000 | -1.3% | 10,708 | 0.0% | 0.49% | +2.7% | |
DSU | Sell | BlackRock Debt Strategiesequities | $601,000 | -16.8% | 166,090 | -14.2% | 0.45% | -13.3% |
STBZ | Buy | State Bank Finl Corpequities | $592,000 | +3.5% | 27,298 | +0.3% | 0.44% | +7.8% |
GFY | Sell | Westrn Asset Varbl Rate Strategic Fdequities | $575,000 | -6.0% | 34,846 | -5.9% | 0.43% | -2.3% |
IWO | Buy | iShares Russell 2000 Growth Indexequities | $570,000 | +2.2% | 3,689 | +0.2% | 0.42% | +6.2% |
IYF | Buy | Ishares Dow Jones US Financial Sectoequities | $552,000 | +40.8% | 6,150 | +39.6% | 0.41% | +46.6% |
IYC | Buy | Ishares Dow Jones US Consumer Cyclicequities | $540,000 | +54.3% | 3,775 | +55.3% | 0.40% | +60.6% |
EVV | Eaton Vance Ltd Durationequities | $540,000 | -6.4% | 40,119 | 0.0% | 0.40% | -2.7% | |
ABBV | AbbVie Incequities | $506,000 | +14.7% | 7,536 | 0.0% | 0.38% | +19.3% | |
SYK | Sell | Stryker Corpequities | $493,000 | -2.2% | 5,161 | -5.5% | 0.37% | +1.9% |
XLE | Sell | Energy Select Sector SPDRequities | $473,000 | -16.3% | 6,290 | -13.7% | 0.35% | -12.8% |
STI | Buy | Suntrust Banks Incequities | $470,000 | +5.1% | 10,934 | +0.5% | 0.35% | +9.7% |
ORCL | Sell | Oracle Corpequities | $465,000 | -7.7% | 11,528 | -1.3% | 0.35% | -3.9% |
PPT | Putnam Premier Inc Trequities | $456,000 | -3.4% | 89,500 | 0.0% | 0.34% | +0.6% | |
IBM | Sell | International Business Machines Corpequities | $455,000 | -1.7% | 2,799 | -3.0% | 0.34% | +2.1% |
PSX | Phillipsequities | $451,000 | +2.5% | 5,594 | 0.0% | 0.34% | +6.7% | |
MMM | Sell | 3M Coequities | $440,000 | -9.7% | 2,850 | -3.4% | 0.33% | -6.0% |
IYJ | Buy | Ishares Dow Jones US Industrial Indeequities | $436,000 | +53.5% | 4,140 | +57.4% | 0.32% | +59.3% |
IWF | iShares Russell 1000 Growth Indexequities | $429,000 | 0.0% | 4,336 | 0.0% | 0.32% | +4.2% | |
FRA | Blkrck Floatng Rate Incmequities | $426,000 | -2.7% | 31,500 | 0.0% | 0.32% | +1.3% | |
SRLN | Buy | SPDR Senior Loan ETFequities | $424,000 | +30.1% | 8,601 | +29.9% | 0.32% | +35.0% |
IGSB | Sell | iShares Barclays 1-3 Yr Credit Bondequities | $413,000 | -50.2% | 3,922 | -50.1% | 0.31% | -48.2% |
BRKA | Berkshire Hathaway Cl Aequities | $410,000 | -5.7% | 200 | 0.0% | 0.31% | -1.9% | |
NZF | Sell | Nuveen Dividend Advantage Municipalequities | $407,000 | -73.6% | 30,478 | -71.9% | 0.30% | -72.5% |
PRA | Proassurance Corpequities | $390,000 | +0.5% | 8,442 | 0.0% | 0.29% | +4.7% | |
VLO | Valero Energy Corpequities | $383,000 | -1.5% | 6,120 | 0.0% | 0.29% | +2.5% | |
QQQ | Powershs Qqq TRUST Serequities | $375,000 | +1.4% | 3,500 | 0.0% | 0.28% | +5.7% | |
ADBE | Sell | Adobe Systems Incequities | $365,000 | -3.2% | 4,500 | -11.8% | 0.27% | +0.7% |
DLN | Sell | Wisdomtree Largecap Divequities | $365,000 | -2.9% | 5,033 | -1.9% | 0.27% | +1.1% |
IYE | Buy | Ishares Dow Jones US Energy Sector Iequities | $363,000 | +54.5% | 8,560 | +58.8% | 0.27% | +61.3% |
VAR | Varian Medical Systemsequities | $363,000 | -10.4% | 4,300 | 0.0% | 0.27% | -6.6% | |
UPS | Sell | Unite Parcel Service Inc Class Bequities | $356,000 | -5.8% | 3,673 | -5.8% | 0.27% | -1.8% |
DEM | Sell | WisdomTree Emerging Markets Equity Iequities | $353,000 | -16.7% | 8,124 | -18.6% | 0.26% | -13.5% |
IYK | Buy | Ishares Dow Jones US Consumer Goodsequities | $352,000 | +56.4% | 3,360 | +57.4% | 0.26% | +63.4% |
AVB | Buy | Avalonbay Communities Incequities | $346,000 | -7.5% | 2,161 | +0.7% | 0.26% | -3.7% |
YUM | Yum Brands Incequities | $344,000 | +14.3% | 3,820 | 0.0% | 0.26% | +19.0% | |
BMY | Bristol-Myers Squibb Coequities | $343,000 | +3.3% | 5,150 | 0.0% | 0.26% | +7.6% | |
ABT | Abbott Labsequities | $338,000 | +6.0% | 6,886 | 0.0% | 0.25% | +10.0% | |
LQD | Sell | iShares IBoxx Invest Grade Corporateequities | $336,000 | -9.4% | 2,907 | -4.6% | 0.25% | -5.6% |
PMO | Sell | Putnam Municipal Opportunities Trustequities | $335,000 | -76.2% | 28,824 | -74.8% | 0.25% | -75.2% |
AFT | Apollo SR Flting Rate Fdequities | $300,000 | -0.3% | 16,900 | 0.0% | 0.22% | +3.7% | |
DUK | Sell | Duke Energy Corpequities | $280,000 | -9.7% | 3,964 | -1.9% | 0.21% | -5.9% |
APC | Anadarko Petroleum Corpequities | $279,000 | -5.7% | 3,575 | 0.0% | 0.21% | -1.9% | |
NOC | Northrop Grumman Corpequities | $270,000 | -1.5% | 1,700 | 0.0% | 0.20% | +2.6% | |
PHB | Buy | Powershares High Yield Corporate Bonequities | $266,000 | +121.7% | 14,238 | +125.0% | 0.20% | +130.2% |
CL | Colgate Palmolive Coequities | $254,000 | -5.9% | 3,890 | 0.0% | 0.19% | -2.6% | |
PFE | Buy | Pfizer Incequities | $240,000 | -3.6% | 7,170 | +0.1% | 0.18% | +0.6% |
PHD | Pioneer Floating Rate Trequities | $239,000 | -2.0% | 21,000 | 0.0% | 0.18% | +1.7% | |
EFX | Sell | Equifax Incequities | $236,000 | -56.1% | 2,430 | -58.0% | 0.18% | -54.4% |
AFL | Aflac Incequities | $227,000 | -3.0% | 3,655 | 0.0% | 0.17% | +0.6% | |
WBA | Walgreens Boots Allianceequities | $220,000 | -0.5% | 2,610 | 0.0% | 0.16% | +3.8% | |
DD | El DuPont de Nemours & Coequities | $220,000 | -10.6% | 3,445 | 0.0% | 0.16% | -6.8% | |
IDU | Buy | iShares Dow Jones US Utilies Sectorequities | $219,000 | -0.5% | 2,109 | +7.1% | 0.16% | +3.2% |
UNM | Buy | Unum Groupequities | $219,000 | +6.3% | 6,131 | +0.5% | 0.16% | +10.1% |
HON | Honeywell International Incequities | $214,000 | -2.3% | 2,095 | 0.0% | 0.16% | +1.9% | |
EMC | EMC Corp Massequities | $214,000 | +3.4% | 8,100 | 0.0% | 0.16% | +8.1% | |
EXI | Ishares Global Indlsequities | $212,000 | -2.8% | 3,019 | 0.0% | 0.16% | +1.3% | |
TEVA | Teva Pharmaceuticalsequities | $209,000 | -5.0% | 3,535 | 0.0% | 0.16% | -1.3% | |
GAS | Sell | A G L Resources Incequities | $209,000 | -6.7% | 4,479 | -0.8% | 0.16% | -3.1% |
RTN | Raytheon Coequities | $208,000 | -12.2% | 2,173 | 0.0% | 0.16% | -8.8% | |
UTX | United Technologies Corpequities | $208,000 | -5.5% | 1,879 | 0.0% | 0.16% | -1.9% | |
RT | Ruby Tuesday Incequities | $207,000 | +4.0% | 33,080 | 0.0% | 0.15% | +7.7% | |
KMB | Kimberly Clark Corpequities | $198,000 | -1.0% | 1,865 | 0.0% | 0.15% | +3.5% | |
WIW | Sell | Western Asset/Claymore Inflation-Linequities | $196,000 | -18.7% | 17,509 | -17.5% | 0.15% | -15.6% |
MDLZ | Sell | Mondelez Intl Inc Cl Aequities | $193,000 | -1.0% | 4,703 | -13.0% | 0.14% | +2.9% |
MCK | Buy | McKesson Corpequities | $188,000 | -0.5% | 835 | +0.1% | 0.14% | +3.7% |
SLB | Schlumberger Ltdequities | $188,000 | +3.3% | 2,178 | 0.0% | 0.14% | +7.7% | |
IWR | iShares Russell Midcap Indexequities | $184,000 | -1.6% | 1,083 | 0.0% | 0.14% | +2.2% | |
CB | Chubb Corpequities | $179,000 | -5.8% | 1,880 | 0.0% | 0.13% | -1.5% | |
AAN | Aarons Incequities | $176,000 | +27.5% | 4,870 | 0.0% | 0.13% | +32.3% | |
DHR | Danaher Corpequities | $168,000 | +1.2% | 1,958 | 0.0% | 0.12% | +5.0% | |
WEC | Wisconsin Egy Cp Hldg Coequities | $162,000 | -9.0% | 3,600 | 0.0% | 0.12% | -5.5% | |
TMO | Thermo Fisher Scientific Inc Coequities | $156,000 | -3.1% | 1,200 | 0.0% | 0.12% | +0.9% | |
AJG | Arthur J Gallagher & Coequities | $147,000 | +1.4% | 3,100 | 0.0% | 0.11% | +5.8% | |
WIA | Sell | Western Asset/Claymore Inflation-Linequities | $144,000 | -46.9% | 12,750 | -45.8% | 0.11% | -44.8% |
ADP | Automatic Data Processing Incequities | $143,000 | -5.9% | 1,780 | 0.0% | 0.11% | -1.8% | |
IYM | Buy | Ishares Dow Jones US Basic Materialsequities | $140,000 | +34.6% | 1,735 | +37.2% | 0.10% | +38.7% |
AA | Buy | Alcoa Inc.equities | $119,000 | -13.8% | 10,698 | +0.2% | 0.09% | -10.1% |
MUB | Sell | iShares S&P National Muni Bondequities | $119,000 | -28.3% | 1,100 | -26.7% | 0.09% | -25.2% |
AOA | Buy | Ishares S&P Aggressive Allocation ETequities | $118,000 | +181.0% | 2,480 | +178.7% | 0.09% | +193.3% |
BRKB | Berkshire Hathaway Cl Bequities | $117,000 | -6.4% | 866 | 0.0% | 0.09% | -3.3% | |
JSD | Nuveen Short Duration Credit Opp Fdequities | $115,000 | -4.2% | 7,000 | 0.0% | 0.09% | 0.0% | |
NKE | Nike Inc Class Bequities | $108,000 | +8.0% | 1,000 | 0.0% | 0.08% | +12.5% | |
EMR | Emerson Electric Coequities | $108,000 | -1.8% | 1,950 | 0.0% | 0.08% | +2.5% | |
BA | Sell | Boeing Coequities | $108,000 | -15.0% | 775 | -8.3% | 0.08% | -11.0% |
TTE | Sell | Total SA ADRequities | $109,000 | -23.2% | 2,225 | -22.0% | 0.08% | -20.6% |
IJH | iShares S&P Midcap 400 Indexequities | $104,000 | -1.9% | 695 | 0.0% | 0.08% | +2.6% | |
EWA | iShares MSCI Taiwan Indexequities | $103,000 | -7.2% | 5,000 | 0.0% | 0.08% | -3.8% | |
LNKD | New | Linkedin Corpequities | $103,000 | – | 500 | +100.0% | 0.08% | – |
SU | Buy | Suncor Energy Incequities | $103,000 | +3.0% | 3,745 | +9.5% | 0.08% | +6.9% |
CMCSA | Comcast Corpequities | $102,000 | +6.2% | 1,700 | 0.0% | 0.08% | +10.1% | |
VTI | Vanguard Total Stock Marketequities | $100,000 | 0.0% | 930 | 0.0% | 0.08% | +4.2% | |
SNY | Sell | Sanofi Aventis ADRequities | $99,000 | -4.8% | 2,000 | -4.9% | 0.07% | -1.3% |
VEA | Vanguard Europe Pacificequities | $94,000 | -1.1% | 2,381 | 0.0% | 0.07% | +2.9% | |
IVW | iShares S&P 500 Growth Indexequities | $94,000 | 0.0% | 826 | 0.0% | 0.07% | +4.5% | |
IEF | Ishares Tr 7-10 Year Bond Fundequities | $92,000 | -3.2% | 873 | 0.0% | 0.07% | +1.5% | |
PCL | Buy | Plum Creek Timber Co Incequities | $88,000 | -5.4% | 2,170 | +1.1% | 0.07% | -1.5% |
DTEGY | Sell | Deutsche Telekom Ag Adrequities | $86,000 | -10.4% | 4,984 | -4.9% | 0.06% | -7.2% |
FMS | Fresenius Medical Care ADRequities | $83,000 | 0.0% | 2,000 | 0.0% | 0.06% | +5.1% | |
FISV | Fiserv Incequities | $83,000 | +5.1% | 1,000 | 0.0% | 0.06% | +8.8% | |
ESRX | Express Scripts Hldg Coequities | $82,000 | +2.5% | 919 | 0.0% | 0.06% | +7.0% | |
AVT | Avnet Incequities | $82,000 | -7.9% | 2,000 | 0.0% | 0.06% | -4.7% | |
IYZ | Buy | iShares Dow Jones US Telecom Indexequities | $82,000 | +36.7% | 2,790 | +41.3% | 0.06% | +41.9% |
BHI | Baker Hughes Incequities | $80,000 | -3.6% | 1,300 | 0.0% | 0.06% | +1.7% | |
SCHB | Buy | Schwab US Broad Marketequities | $80,000 | +9.6% | 1,597 | +10.4% | 0.06% | +15.4% |
IVE | iShares S&P 500 Value Indexequities | $79,000 | 0.0% | 856 | 0.0% | 0.06% | +3.5% | |
LXP | Lexington Realty TRUSTequities | $74,000 | -14.0% | 8,783 | 0.0% | 0.06% | -11.3% | |
IWB | iShares Russell 1000 Indexequities | $70,000 | 0.0% | 602 | 0.0% | 0.05% | +4.0% | |
APD | Air Prod & Chemicals Incequities | $70,000 | -9.1% | 509 | 0.0% | 0.05% | -5.5% | |
FDX | Fedex Corpequities | $68,000 | +3.0% | 400 | 0.0% | 0.05% | +8.5% | |
EFF | Sell | Eaton Vance Fl Rt Inc Fdequities | $67,000 | -46.4% | 4,200 | -43.1% | 0.05% | -44.4% |
EVG | Eaton Vance Sht Dur Incmequities | $66,000 | -5.7% | 4,800 | 0.0% | 0.05% | -2.0% | |
ITEX | Itex Corp Newequities | $64,000 | -11.1% | 20,000 | 0.0% | 0.05% | -7.7% | |
NSRGY | Sell | Nestle SA ADRequities | $63,000 | -18.2% | 875 | -14.6% | 0.05% | -14.5% |
TWX | Time Warner Incequities | $61,000 | +3.4% | 699 | 0.0% | 0.05% | +9.5% | |
AYI | Acuity Brands Incequities | $61,000 | +7.0% | 340 | 0.0% | 0.05% | +12.2% | |
NVDA | Nvidia Corpequities | $60,000 | -4.8% | 3,000 | 0.0% | 0.04% | 0.0% | |
NEE | Sell | Nextera Energy Incequities | $59,000 | -52.8% | 600 | -50.0% | 0.04% | -51.1% |
GD | General Dynamics Corpequities | $57,000 | +5.6% | 400 | 0.0% | 0.04% | +10.3% | |
TIP | iShares Barclays TIPS Bondequities | $56,000 | 0.0% | 496 | 0.0% | 0.04% | +5.0% | |
NSC | Norfolk Southern Corpequities | $56,000 | -15.2% | 644 | 0.0% | 0.04% | -10.6% | |
SHV | iShares Barclays Short Treasury Bondequities | $55,000 | 0.0% | 500 | 0.0% | 0.04% | +5.1% | |
VXUS | Buy | Vanguard Total International Stock Eequities | $55,000 | +83.3% | 1,100 | +83.3% | 0.04% | +86.4% |
JNK | Sell | SPDR Barclays Capital High Yield Bonequities | $55,000 | -29.5% | 1,430 | -27.8% | 0.04% | -26.8% |
EFT | Eaton Vance Fl Rt In Trequities | $55,000 | -5.2% | 4,000 | 0.0% | 0.04% | -2.4% | |
VWO | Sell | Vanguard Emerging Marketsequities | $53,000 | -15.9% | 1,298 | -16.1% | 0.04% | -11.1% |
IR | Ingersoll-Rand Company Class Aequities | $54,000 | 0.0% | 800 | 0.0% | 0.04% | +2.6% | |
HYG | iShares IBoxx High Yield Corporate Bequities | $53,000 | -1.9% | 600 | 0.0% | 0.04% | +2.6% | |
SYY | Sysco Corpequities | $51,000 | -5.6% | 1,420 | 0.0% | 0.04% | -2.6% | |
HALL | Hallmark Financial Services Incequities | $50,000 | +8.7% | 4,364 | 0.0% | 0.04% | +12.1% | |
SNV | Buy | Synovus Financial Corpequities | $48,000 | +9.1% | 1,564 | +0.3% | 0.04% | +12.5% |
BP | Sell | BP PLC ADRequities | $47,000 | -4.1% | 1,175 | -6.9% | 0.04% | 0.0% |
UDR | Sell | Udr Incequities | $47,000 | -53.5% | 1,475 | -50.3% | 0.04% | -51.4% |
SWIR | New | Sierra Wireless Incequities | $45,000 | – | 1,800 | +100.0% | 0.03% | – |
KSU | Kansas City Southernequities | $46,000 | -9.8% | 500 | 0.0% | 0.03% | -8.1% | |
STT | State Street Corpequities | $46,000 | +4.5% | 600 | 0.0% | 0.03% | +6.2% | |
HAL | Halliburton Coequities | $43,000 | -2.3% | 1,000 | 0.0% | 0.03% | 0.0% | |
FNF | Sell | Fidelity Natl Finl Incequities | $40,000 | -29.8% | 1,073 | -31.3% | 0.03% | -26.8% |
CHKP | Check Pt Software Techequities | $40,000 | -2.4% | 500 | 0.0% | 0.03% | +3.4% | |
FIS | Sell | Fidelity National Information Servicequities | $39,000 | -87.8% | 634 | -86.5% | 0.03% | -87.3% |
ROP | Roper Industries Incequities | $38,000 | 0.0% | 220 | 0.0% | 0.03% | +3.7% | |
MCD | McDonald's Corpequities | $38,000 | -2.6% | 400 | 0.0% | 0.03% | 0.0% | |
IWD | iShares Russell 1000 Value Indexequities | $38,000 | 0.0% | 365 | 0.0% | 0.03% | +3.7% | |
GIS | General Mills Incequities | $36,000 | 0.0% | 640 | 0.0% | 0.03% | +3.8% | |
IJR | iShares S&P Smallcap 600 Indexequities | $35,000 | 0.0% | 300 | 0.0% | 0.03% | +4.0% | |
SNH | Senior Housing Pptys Trequities | $35,000 | -20.5% | 2,000 | 0.0% | 0.03% | -18.8% | |
CAG | Conagra Foods Incequities | $33,000 | +22.2% | 750 | 0.0% | 0.02% | +31.6% | |
TWC | Time Warner Cable Class Aequities | $31,000 | +19.2% | 175 | 0.0% | 0.02% | +21.1% | |
SCHE | Buy | Schwab Emerging Markets Equityequities | $30,000 | +3.4% | 1,236 | +3.3% | 0.02% | +4.8% |
COST | Costco Wholesale Corpequities | $30,000 | -11.8% | 225 | 0.0% | 0.02% | -8.3% | |
DGX | Quest Diagnostics Incequities | $29,000 | -6.5% | 400 | 0.0% | 0.02% | 0.0% | |
F | Ford Motor Companyequities | $30,000 | -6.2% | 2,000 | 0.0% | 0.02% | -4.3% | |
MDT | Medtronic Incequities | $28,000 | -6.7% | 383 | 0.0% | 0.02% | -4.5% | |
GOOGL | Sell | Google Inc Class Aequities | $28,000 | -20.0% | 51 | -19.0% | 0.02% | -16.0% |
UN | Unilever NV ADRequities | $27,000 | 0.0% | 645 | 0.0% | 0.02% | +5.3% | |
GOOG | Google Inc Class Cequities | $27,000 | -3.6% | 51 | 0.0% | 0.02% | 0.0% | |
HSEACL | HSBC Holding 8.125% Pfdequities | $26,000 | 0.0% | 1,000 | 0.0% | 0.02% | 0.0% | |
EAD | Buy | Wells Fargo Adv Incomeequities | $26,000 | -3.7% | 3,194 | +2.3% | 0.02% | 0.0% |
WM | Waste Management Incequities | $25,000 | -16.7% | 550 | 0.0% | 0.02% | -13.6% | |
ASH | Ashland Inc.equities | $24,000 | -4.0% | 200 | 0.0% | 0.02% | 0.0% | |
ARRS | Arris Group Incequities | $24,000 | +4.3% | 800 | 0.0% | 0.02% | +12.5% | |
TRV | Travelers Companies Incequities | $23,000 | -11.5% | 240 | 0.0% | 0.02% | -10.5% | |
D | Sell | Dominion Resources Incequities | $23,000 | -23.3% | 344 | -17.7% | 0.02% | -22.7% |
LMT | Lockheed Martinequities | $23,000 | -8.0% | 125 | 0.0% | 0.02% | -5.6% | |
VPU | Vanguard Utilitiesequities | $22,000 | -8.3% | 250 | 0.0% | 0.02% | -5.9% | |
BAX | Sell | Baxter International Incequities | $21,000 | -61.8% | 300 | -62.5% | 0.02% | -59.0% |
Regus Plc Ordequities | $21,000 | +31.2% | 5,000 | 0.0% | 0.02% | +45.5% | ||
TEI | Templetn Emrg Mkts Incmequities | $21,000 | -4.5% | 2,000 | 0.0% | 0.02% | 0.0% | |
XLK | Sector Spdr Tech Selectequities | $20,000 | 0.0% | 482 | 0.0% | 0.02% | +7.1% | |
A309PS | DirecTV Group Incequities | $19,000 | +11.8% | 200 | 0.0% | 0.01% | +16.7% | |
MIDD | Middleby Corp Theequities | $19,000 | +11.8% | 168 | 0.0% | 0.01% | +16.7% | |
SCHH | Sell | Schwab US REIT ETFequities | $19,000 | -38.7% | 510 | -32.9% | 0.01% | -36.4% |
CTSH | Cognizant Technology Solutions Corpequities | $17,000 | 0.0% | 280 | 0.0% | 0.01% | +8.3% | |
DPS | Dr Pepper Snapple Groupequities | $17,000 | -10.5% | 240 | 0.0% | 0.01% | -7.1% | |
TIF | Tiffany & Companyequities | $18,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% | |
MAT | Mattel Incorporatedequities | $17,000 | +13.3% | 650 | 0.0% | 0.01% | +18.2% | |
SCZ | iShares MSCI EAFE Small Cap Indexequities | $17,000 | +6.2% | 324 | 0.0% | 0.01% | +18.2% | |
LG | Laclede Groupequities | $16,000 | +6.7% | 300 | 0.0% | 0.01% | +9.1% | |
ANTM | Sell | Anthem, Inc.equities | $16,000 | -48.4% | 100 | -50.0% | 0.01% | -45.5% |
CHK | Sell | Chesapeake Energy Corpequities | $15,000 | -44.4% | 1,300 | -31.6% | 0.01% | -42.1% |
AMGN | Amgen Incequities | $15,000 | -6.2% | 100 | 0.0% | 0.01% | 0.0% | |
HSKA | Heska Corpequities | $15,000 | +15.4% | 500 | 0.0% | 0.01% | +22.2% | |
RDSA | Sell | Royal Dutch Shell A Adrequities | $15,000 | -16.7% | 265 | -11.7% | 0.01% | -15.4% |
CDK | Sell | CDK Global Incequities | $14,000 | -50.0% | 259 | -56.2% | 0.01% | -50.0% |
FE | First Energy Corpequities | $13,000 | -7.1% | 400 | 0.0% | 0.01% | 0.0% | |
LEO | Dreyfus Strategic Munsequities | $14,000 | -6.7% | 1,800 | 0.0% | 0.01% | -9.1% | |
NBR | Nabors Industries Ltdequities | $14,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
VOD | Sell | Vodafone Group PLC ADRequities | $12,000 | -40.0% | 324 | -46.2% | 0.01% | -35.7% |
DAL | Delta Airlinesequities | $12,000 | -14.3% | 301 | 0.0% | 0.01% | -10.0% | |
AOR | Ishares S&P Growth Allocation ETFequities | $12,000 | 0.0% | 285 | 0.0% | 0.01% | 0.0% | |
IEI | iShares 3-7 Year Treasury Bond Fundequities | $11,000 | 0.0% | 86 | 0.0% | 0.01% | 0.0% | |
BKLN | Powershares ETF Trust IIequities | $11,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% | |
NAVB | Navidea Biopharmaequities | $11,000 | 0.0% | 7,000 | 0.0% | 0.01% | 0.0% | |
MRO | Marathon Oil Corpequities | $11,000 | +10.0% | 400 | 0.0% | 0.01% | +14.3% | |
SCHD | Buy | Sch US Div Equity Etfequities | $11,000 | +22.2% | 275 | +22.8% | 0.01% | +33.3% |
KKD | New | Krispy Kreme Doughnuts Incequities | $10,000 | – | 500 | +100.0% | 0.01% | – |
HYH | Halyard Health Incequities | $9,000 | -18.2% | 232 | 0.0% | 0.01% | -12.5% | |
MON | Buy | Monsanto Coequities | $8,000 | -11.1% | 78 | +1.3% | 0.01% | 0.0% |
IWV | iShares Russell 3000 Indexequities | $8,000 | 0.0% | 63 | 0.0% | 0.01% | 0.0% | |
MSI | Motorola Solutions Incequities | $8,000 | -11.1% | 142 | 0.0% | 0.01% | 0.0% | |
SCHP | Schwab US TIPSequities | $8,000 | 0.0% | 140 | 0.0% | 0.01% | 0.0% | |
STPZ | PIMCO 1-5 Year US TIPS Index Fundequities | $7,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% | |
BTX | Biotime Incequities | $7,000 | -30.0% | 2,000 | 0.0% | 0.01% | -28.6% | |
LVLT | Level 3 Communications Incequities | $7,000 | 0.0% | 133 | 0.0% | 0.01% | 0.0% | |
ICF | iShares Cohen & Steers Realty Majorsequities | $5,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
Nec Corp Ord Xxxequities | $5,000 | 0.0% | 1,805 | 0.0% | 0.00% | 0.0% | ||
IXN | iShares S&P Global Technology Sectorequities | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
AVAV | Aerovironment Incequities | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
4305PS | Alcatel-Lucent ADRequities | $6,000 | 0.0% | 1,561 | 0.0% | 0.00% | 0.0% | |
FTR | Frontier Communicationsequities | $6,000 | -33.3% | 1,251 | 0.0% | 0.00% | -33.3% | |
RYE | Buy | Guggenheim Equal Weight Energy ETFequities | $5,000 | 0.0% | 85 | +21.4% | 0.00% | 0.0% |
RWX | SPDR Dow Jones Intl. Real Estateequities | $5,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% | |
SCHR | Scwab Intermediate-Term US Treasuryequities | $6,000 | -14.3% | 120 | 0.0% | 0.00% | -20.0% | |
ARR | Armour Residential Reitequities | $6,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
TAN | Guggenheim Solar ETF Newequities | $6,000 | -14.3% | 150 | 0.0% | 0.00% | -20.0% | |
SCHC | Schwab Intl Sm Cap ETFequities | $4,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
JCI | Johnson Controls Incequities | $4,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
WFM | Whole Foods Market Incequities | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -25.0% | |
FONR | Fonar Corpequities | $3,000 | 0.0% | 240 | 0.0% | 0.00% | 0.0% | |
JDSU | JDS Uniphase Corpequities | $3,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
HLS | Healthsouth Corpequities | $3,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
IJS | iShares S&P Smallcap 600 Value Indexequities | $3,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
C | Sell | Citigroup Incequities | $3,000 | -72.7% | 50 | -77.3% | 0.00% | -75.0% |
AIG | American International Group Incequities | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
TIME | Time Incequities | $2,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
NAVI | Navient Corpequities | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
NOK | Nokia Oyj Corporation ADRequities | $2,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
INAP | Internap Network Services Corpequities | $2,000 | -33.3% | 250 | 0.0% | 0.00% | -50.0% | |
HKNI | HKN Inc Newequities | $2,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
REMY | Sell | Remy Intl Inc Hldg Newequities | $1,000 | -50.0% | 61 | -31.5% | 0.00% | 0.0% |
FNMA | Fannie Maeequities | $1,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% | |
ETN | New | Eaton Corporationequities | $1,000 | – | 20 | +100.0% | 0.00% | – |
SCHZ | Sch US Agg Bnd Etfequities | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
MYCC | Clubcorp Hldgs Incequities | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
USAT | USA Technologies Incequities | $1,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
AIGWS | American Intl Gp 21wtsequities | $1,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
AKS | AK Steel Holding Corpequities | $1,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% | |
ZTS | Zoetis Incequities | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% | |
PNR | Pentair Ltdequities | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
TEL | TE Connectivityequities | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
TYC | Tyco International Ltdequities | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
FECOF | FEC Resources Incequities | $0 | – | 10,000 | 0.0% | 0.00% | – | |
SLM | SLM Corpequities | $0 | – | 30 | 0.0% | 0.00% | – | |
WFCPRL | Wells Fargo & Co Pfdequities | $0 | – | 2 | 0.0% | 0.00% | – | |
FNFV | Sell | Fidelity Natl Finl Newequities | $0 | -100.0% | 22 | -95.8% | 0.00% | -100.0% |
ODEFF | Petrichor Energy Incequities | $0 | – | 250 | 0.0% | 0.00% | – | |
Omega Pharmaceutical Incequities | $0 | – | 7,537 | 0.0% | 0.00% | – | ||
HMBT | Hemobiotech Incequities | $0 | – | 25,000 | 0.0% | 0.00% | – | |
NTFY | Notify Technology Corpequities | $0 | – | 25 | 0.0% | 0.00% | – | |
NRTLQ | Nortel Networks Cp Newequities | $0 | – | 50 | 0.0% | 0.00% | – | |
ADT | ADT Corpequities | $0 | – | 12 | 0.0% | 0.00% | – | |
NWMT | Newmarket Technology Newequities | $0 | – | 3 | 0.0% | 0.00% | – | |
MNKKQ | Mallinckrodt Pharmaequities | $0 | – | 3 | 0.0% | 0.00% | – | |
Mirant Corporation Escrow Pending Poequities | $0 | – | 384 | 0.0% | 0.00% | – | ||
MCELQ | Millennium Cell Incequities | $0 | – | 500 | 0.0% | 0.00% | – | |
ACTA | Exit | Actua Corporationequities | $0 | – | -1 | -100.0% | 0.00% | – |
LIVE | Livedeal Incequities | $0 | -100.0% | 192 | 0.0% | 0.00% | -100.0% | |
KQIPQ | Kpnqwest Nv Class Cequities | $0 | – | 400 | 0.0% | 0.00% | – | |
AOL | Exit | Aol Incequities | $0 | – | -3 | -100.0% | 0.00% | – |
USXP | Universal Express Incxxxequities | $0 | – | 3,500,000 | 0.0% | 0.00% | – | |
CCME | China Mediaexpress Hlxxxequities | $0 | – | 100 | 0.0% | 0.00% | – | |
CUZ | Cousins Properties Incequities | $0 | – | 24 | 0.0% | 0.00% | – | |
DTGI | Digerati Tech Newequities | $0 | – | 100 | 0.0% | 0.00% | – | |
SSEIQ | Sell | Seventy Seven Energyequities | $0 | – | 71 | -37.2% | 0.00% | – |
ECRO | E C C Capital Corpequities | $0 | – | 1,000 | 0.0% | 0.00% | – | |
HPQ | Exit | Hewlett Packard Coequities | $0 | – | -47 | -100.0% | -0.00% | – |
E | Exit | Eni Spaequities | $0 | – | -56 | -100.0% | -0.00% | – |
NGG | Exit | National Grid Plc Adrequities | $0 | – | -20 | -100.0% | -0.00% | – |
RWEOY | Exit | R W E Ag Spon Adrequities | $0 | – | -86 | -100.0% | -0.00% | – |
HAWKB | Exit | Blackhawk Network Holdings Cl Bequities | $0 | – | -65 | -100.0% | -0.00% | – |
UL | Exit | Unilever PLC ADRequities | $0 | – | -73 | -100.0% | -0.00% | – |
ZURVY | Exit | Zurich Insurance Gp Adrfequities | $0 | – | -104 | -100.0% | -0.00% | – |
GSK | Exit | Glaxosmithkline PLCequities | $0 | – | -81 | -100.0% | -0.00% | – |
SCG | Exit | Scana Corpequities | $0 | – | -100 | -100.0% | -0.00% | – |
SDRL | Exit | Seadrill Ltdequities | $0 | – | -800 | -100.0% | -0.01% | – |
VIAB | Exit | Viacom Inc Class Bequities | $0 | – | -117 | -100.0% | -0.01% | – |
NQS | Exit | Nuveen Selct Qlty Mun Fdequities | $0 | – | -1,000 | -100.0% | -0.01% | – |
CF | Exit | CF Industries Holdings, Inc.equities | $0 | – | -50 | -100.0% | -0.01% | – |
SCHW | Exit | Charles Schwab Corpequities | $0 | – | -800 | -100.0% | -0.02% | – |
EVF | Exit | Eaton Vance Senior Income Trustequities | $0 | – | -10,000 | -100.0% | -0.05% | – |
ORAN | Exit | Orange ADRequities | $0 | – | -13,116 | -100.0% | -0.15% | – |
XLU | Exit | Utilities Select Sector SPDR Fundequities | $0 | – | -5,235 | -100.0% | -0.17% | – |
6699SC | Exit | iShares MSCI United Kingdom Indexequities | $0 | – | -15,305 | -100.0% | -0.20% | – |
MUI | Exit | Blackrock Muni Intermediate Durationequities | $0 | – | -20,000 | -100.0% | -0.21% | – |
VMO | Exit | Invesco Municipal Opportunity Trustequities | $0 | – | -25,000 | -100.0% | -0.23% | – |
LUKOY | Exit | Lukoil Oil Co Spon Adrequities | $0 | – | -7,800 | -100.0% | -0.26% | – |
GPC | Exit | Genuine Parts Coequities | $0 | – | -11,172 | -100.0% | -0.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 21 | Q4 2018 | 7.6% |
HOME DEPOT INC | 21 | Q4 2018 | 3.8% |
MICROSOFT CORP | 21 | Q4 2018 | 3.5% |
JOHNSON & JOHNSON | 21 | Q4 2018 | 2.7% |
EXXON MOBIL CORP | 21 | Q4 2018 | 5.1% |
LOWES COS INC | 21 | Q4 2018 | 2.5% |
PROCTER & GAMBLE CO | 21 | Q4 2018 | 2.4% |
Illinois Tool Works Inc | 21 | Q4 2018 | 2.2% |
INTEL CORP | 21 | Q4 2018 | 1.9% |
Texas Instruments Inc | 21 | Q4 2018 | 2.2% |
View Peachtree Investment Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-01-14 |
13F-HR | 2018-10-05 |
13F-HR | 2018-07-09 |
13F-HR | 2018-04-05 |
13F-HR | 2018-01-16 |
13F-HR | 2017-10-13 |
13F-HR | 2017-07-12 |
13F-HR | 2017-04-06 |
13F-HR | 2017-01-13 |
13F-HR | 2016-10-06 |
View Peachtree Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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