$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 7.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
| EEM | Buy | iShares MSCI Emerging Markets ETFequities | $2,187,000 | +8.7% | 55,196 | +10.1% | 1.63% | +13.1% |
| LOW | Buy | Lowe's Cos Incequities | $2,081,000 | +0.1% | 31,070 | +11.2% | 1.55% | +4.2% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| IWM | Buy | iShares Russell 2000 Indexequities | $750,000 | +0.7% | 6,008 | +0.3% | 0.56% | +4.7% |
| CAT | Buy | Caterpillar Incequities | $714,000 | +36.5% | 8,415 | +28.7% | 0.53% | +42.1% |
| CVX | Buy | Chevron Corpequities | $688,000 | -7.9% | 7,127 | +0.1% | 0.51% | -4.1% |
| WMT | Buy | Wal-Mart Stores Incequities | $681,000 | -13.4% | 9,595 | +0.4% | 0.51% | -9.8% |
| STBZ | Buy | State Bank Finl Corpequities | $592,000 | +3.5% | 27,298 | +0.3% | 0.44% | +7.8% |
| 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% |
| STI | Buy | Suntrust Banks Incequities | $470,000 | +5.1% | 10,934 | +0.5% | 0.35% | +9.7% |
| IYJ | Buy | Ishares Dow Jones US Industrial Indeequities | $436,000 | +53.5% | 4,140 | +57.4% | 0.32% | +59.3% |
| SRLN | Buy | SPDR Senior Loan ETFequities | $424,000 | +30.1% | 8,601 | +29.9% | 0.32% | +35.0% |
| IYE | Buy | Ishares Dow Jones US Energy Sector Iequities | $363,000 | +54.5% | 8,560 | +58.8% | 0.27% | +61.3% |
| 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% |
| PHB | Buy | Powershares High Yield Corporate Bonequities | $266,000 | +121.7% | 14,238 | +125.0% | 0.20% | +130.2% |
| PFE | Buy | Pfizer Incequities | $240,000 | -3.6% | 7,170 | +0.1% | 0.18% | +0.6% |
| 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% |
| MCK | Buy | McKesson Corpequities | $188,000 | -0.5% | 835 | +0.1% | 0.14% | +3.7% |
| 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% |
| AOA | Buy | Ishares S&P Aggressive Allocation ETequities | $118,000 | +181.0% | 2,480 | +178.7% | 0.09% | +193.3% |
| 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% |
| PCL | Buy | Plum Creek Timber Co Incequities | $88,000 | -5.4% | 2,170 | +1.1% | 0.07% | -1.5% |
| IYZ | Buy | iShares Dow Jones US Telecom Indexequities | $82,000 | +36.7% | 2,790 | +41.3% | 0.06% | +41.9% |
| SCHB | Buy | Schwab US Broad Marketequities | $80,000 | +9.6% | 1,597 | +10.4% | 0.06% | +15.4% |
| VXUS | Buy | Vanguard Total International Stock Eequities | $55,000 | +83.3% | 1,100 | +83.3% | 0.04% | +86.4% |
| SNV | Buy | Synovus Financial Corpequities | $48,000 | +9.1% | 1,564 | +0.3% | 0.04% | +12.5% |
| SWIR | New | Sierra Wireless Incequities | $45,000 | – | 1,800 | +100.0% | 0.03% | – |
| SCHE | Buy | Schwab Emerging Markets Equityequities | $30,000 | +3.4% | 1,236 | +3.3% | 0.02% | +4.8% |
| EAD | Buy | Wells Fargo Adv Incomeequities | $26,000 | -3.7% | 3,194 | +2.3% | 0.02% | 0.0% |
| 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% | – |
| MON | Buy | Monsanto Coequities | $8,000 | -11.1% | 78 | +1.3% | 0.01% | 0.0% |
| RYE | Buy | Guggenheim Equal Weight Energy ETFequities | $5,000 | 0.0% | 85 | +21.4% | 0.00% | 0.0% |
| ETN | New | Eaton Corporationequities | $1,000 | – | 20 | +100.0% | 0.00% | – |
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)
View complete filings history.