$96.4 Million is the total value of Peachtree Investment Advisors, Inc.'s 103 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 75.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFV | Sell | iShares MSCI EAFE Value ETFequities | $6,477,000 | -17.4% | 139,921 | -6.7% | 6.72% | +14.9% |
| AGG | Sell | iShares Barclays Aggregate Bondequities | $4,983,000 | -14.2% | 45,477 | -14.8% | 5.17% | +19.4% |
| AAPL | Buy | Apple Incequities | $4,401,000 | +7.4% | 39,902 | +22.1% | 4.57% | +49.3% |
| XOM | Sell | Exxon Mobil Corpequities | $4,274,000 | -13.6% | 57,485 | -3.3% | 4.44% | +20.2% |
| SCHF | Buy | Schwab International Equity ETFequities | $3,010,000 | +1.4% | 109,983 | +12.9% | 3.12% | +41.0% |
| IVV | Sell | iShares S&P 500 Indexequities | $2,552,000 | -21.5% | 13,244 | -15.6% | 2.65% | +9.2% |
| MSFT | Buy | Microsoft Corpequities | $2,325,000 | +4.1% | 52,529 | +3.8% | 2.41% | +44.8% |
| EFA | Sell | iShares MSCI EAFE Indexequities | $1,996,000 | -16.9% | 34,826 | -7.9% | 2.07% | +15.6% |
| TGT | Buy | Target Corpequities | $1,981,000 | +4.8% | 25,188 | +8.7% | 2.06% | +45.7% |
| LOW | Sell | Lowe's Cos Incequities | $1,941,000 | -6.7% | 28,162 | -9.4% | 2.01% | +29.8% |
| T | Sell | AT&T Incequities | $1,932,000 | -11.7% | 59,312 | -3.7% | 2.00% | +22.8% |
| HD | Sell | Home Depot Incequities | $1,863,000 | -22.3% | 16,135 | -25.3% | 1.93% | +8.0% |
| JNJ | Buy | Johnson & Johnsonequities | $1,849,000 | -4.1% | 19,803 | +0.1% | 1.92% | +33.4% |
| EEM | Sell | iShares MSCI Emerging Markets ETFequities | $1,789,000 | -18.2% | 54,590 | -1.1% | 1.86% | +13.9% |
| PG | Buy | Procter & Gamble Coequities | $1,778,000 | -3.5% | 24,717 | +5.0% | 1.84% | +34.3% |
| HDV | Sell | iShares High Dividend Equity Fundequities | $1,566,000 | -8.8% | 22,500 | -3.6% | 1.62% | +26.9% |
| ITW | Buy | Illinois Tool Works Incequities | $1,479,000 | -4.8% | 17,970 | +6.2% | 1.54% | +32.4% |
| AXP | Buy | American Express Coequities | $1,478,000 | +2.4% | 19,934 | +7.3% | 1.53% | +42.4% |
| EMB | Buy | iShares JPMorgan USD Emerging Marketequities | $1,457,000 | +5.8% | 13,689 | +9.3% | 1.51% | +47.2% |
| INTC | Buy | Intel Corpequities | $1,442,000 | 0.0% | 47,847 | +0.9% | 1.50% | +39.0% |
| TXN | Buy | Texas Instruments Incequities | $1,384,000 | +8.4% | 27,950 | +12.7% | 1.44% | +50.7% |
| QCOM | Buy | Qualcomm Incequities | $1,363,000 | -6.8% | 25,370 | +8.6% | 1.41% | +29.6% |
| DOW | Buy | Dow Chemical Coequities | $1,315,000 | -1.6% | 31,025 | +18.9% | 1.36% | +36.9% |
| VZ | Buy | Verizon Communications Incequities | $1,199,000 | -4.1% | 27,565 | +2.8% | 1.24% | +33.5% |
| KHC | New | Kraft Heinz Companyequities | $1,179,000 | – | 16,705 | +100.0% | 1.22% | – |
| CSCO | Buy | Cisco Systems Incequities | $1,166,000 | -2.0% | 44,438 | +2.5% | 1.21% | +36.3% |
| MO | Altria Group Incequities | $1,072,000 | +11.2% | 19,700 | 0.0% | 1.11% | +54.7% | |
| IYW | Buy | iShares Dow Jones US Technology Sectequities | $1,067,000 | +3.7% | 10,784 | +9.7% | 1.11% | +44.1% |
| JPM | Buy | JP Morgan Chase Coequities | $1,053,000 | -2.9% | 17,275 | +8.0% | 1.09% | +35.1% |
| IYH | Buy | iShares Dow Jones US Healthcare Sectequities | $1,046,000 | +28.8% | 7,473 | +46.1% | 1.09% | +79.2% |
| DOV | Buy | Dover Corpequities | $1,029,000 | -9.2% | 17,995 | +11.5% | 1.07% | +26.4% |
| KO | Sell | Coca-Cola Coequities | $1,028,000 | -19.2% | 25,633 | -21.0% | 1.07% | +12.3% |
| DVY | Sell | iShares Dow Jones Select Dividend Inequities | $1,002,000 | -4.8% | 13,776 | -1.7% | 1.04% | +32.5% |
| GE | Buy | General Electric Coequities | $947,000 | -3.9% | 37,530 | +1.3% | 0.98% | +33.7% |
| BSV | New | Vanguard Short-Term Bondequities | $947,000 | – | 11,780 | +100.0% | 0.98% | – |
| ABB | Buy | Abb Ltd ADRequities | $868,000 | -14.1% | 49,150 | +1.5% | 0.90% | +19.5% |
| LLY | Eli Lilly & Companyequities | $867,000 | +0.2% | 10,360 | 0.0% | 0.90% | +39.5% | |
| SO | Sell | Southern Companyequities | $822,000 | +5.5% | 18,399 | -1.1% | 0.85% | +46.8% |
| PM | Philip Morris International Incequities | $821,000 | -1.1% | 10,353 | 0.0% | 0.85% | +37.6% | |
| NVS | Sell | Novartis AGequities | $813,000 | -13.1% | 8,850 | -7.0% | 0.84% | +20.9% |
| SCI | Sell | Service Corp Internationalequities | $739,000 | -53.8% | 27,254 | -49.9% | 0.77% | -35.7% |
| RF | Sell | Regions Financial Corpequities | $727,000 | -66.5% | 80,663 | -61.4% | 0.75% | -53.3% |
| CNQ | Buy | Canadian Natural Resources Ltdequities | $724,000 | -26.4% | 37,225 | +2.8% | 0.75% | +2.3% |
| PEP | Pepsico Incequities | $688,000 | +1.0% | 7,301 | 0.0% | 0.71% | +40.6% | |
| ECL | Ecolab Incequities | $658,000 | -2.9% | 6,000 | 0.0% | 0.68% | +35.0% | |
| CAT | Buy | Caterpillar Incequities | $643,000 | -9.9% | 9,845 | +17.0% | 0.67% | +25.1% |
| PPS | Sell | Post Properties Incequities | $640,000 | -50.5% | 10,975 | -53.8% | 0.66% | -31.1% |
| MRK | Merck Co Incequities | $634,000 | -13.2% | 12,828 | 0.0% | 0.66% | +20.7% | |
| DIS | Sell | Disney Walt Coequities | $596,000 | -16.1% | 5,827 | -6.3% | 0.62% | +16.8% |
| IYF | Buy | iShares Dow Jones US Financial Sectoequities | $583,000 | +5.6% | 6,927 | +12.6% | 0.60% | +46.8% |
| EQR | Sell | Equity Residentialequities | $582,000 | -41.4% | 7,751 | -45.2% | 0.60% | -18.5% |
| GPC | New | Genuine Parts Coequities | $563,000 | – | 6,792 | +100.0% | 0.58% | – |
| IYC | Buy | iShares Dow Jones US Consumer Cyclicequities | $562,000 | +4.1% | 4,082 | +8.1% | 0.58% | +44.7% |
| DVN | Buy | Devon Energy Corpequities | $529,000 | -35.8% | 14,255 | +2.9% | 0.55% | -10.7% |
| COP | ConocoPhillipsequities | $514,000 | -21.9% | 10,708 | 0.0% | 0.53% | +8.6% | |
| SBUX | Sell | Starbucks Corpequities | $492,000 | -44.9% | 8,659 | -48.0% | 0.51% | -23.3% |
| CVX | Sell | Chevron Corpequities | $487,000 | -29.2% | 6,171 | -13.4% | 0.50% | -1.6% |
| SYK | Stryker Corpequities | $486,000 | -1.4% | 5,161 | 0.0% | 0.50% | +37.0% | |
| SRLN | Buy | SPDR Senior Loan ETFequities | $432,000 | +1.9% | 9,051 | +5.2% | 0.45% | +41.8% |
| PSX | Phillipsequities | $430,000 | -4.7% | 5,594 | 0.0% | 0.45% | +32.7% | |
| IYJ | Buy | iShares Dow Jones US Industrial Indeequities | $423,000 | -3.0% | 4,389 | +6.0% | 0.44% | +35.1% |
| STI | Buy | Suntrust Banks Incequities | $420,000 | -10.6% | 10,990 | +0.5% | 0.44% | +24.2% |
| ABBV | AbbVie Incequities | $410,000 | -19.0% | 7,536 | 0.0% | 0.42% | +12.7% | |
| MMM | 3M Coequities | $404,000 | -8.2% | 2,850 | 0.0% | 0.42% | +27.7% | |
| IWF | iShares Russell 1000 Growth Indexequities | $403,000 | -6.1% | 4,336 | 0.0% | 0.42% | +30.6% | |
| IYK | Buy | iShares Dow Jones US Consumer Goodsequities | $398,000 | +13.1% | 3,883 | +15.6% | 0.41% | +57.0% |
| AVB | Buy | Avalonbay Communities Incequities | $381,000 | +10.1% | 2,177 | +0.7% | 0.40% | +53.1% |
| NZF | Sell | Nuveen Dividend Advantage Municipalequities | $381,000 | -6.4% | 28,064 | -7.9% | 0.40% | +29.9% |
| WFC | Sell | Wells Fargo & Coequities | $377,000 | -64.2% | 7,344 | -60.8% | 0.39% | -50.3% |
| ADBE | Adobe Systems Incequities | $370,000 | +1.4% | 4,500 | 0.0% | 0.38% | +41.2% | |
| UPS | Unite Parcel Service Inc Class Bequities | $362,000 | +1.7% | 3,673 | 0.0% | 0.38% | +41.4% | |
| QQQ | Powershs Qqq TRUST Serequities | $356,000 | -5.1% | 3,500 | 0.0% | 0.37% | +31.8% | |
| WMT | Sell | Wal-Mart Stores Incequities | $354,000 | -48.0% | 5,453 | -43.2% | 0.37% | -27.8% |
| IGSB | Sell | iShares Barclays 1-3 Yr Credit Bondequities | $348,000 | -15.7% | 3,309 | -15.6% | 0.36% | +17.2% |
| VLO | Sell | Valero Energy Corpequities | $340,000 | -11.2% | 5,660 | -7.5% | 0.35% | +23.4% |
| CVS | Sell | CVS Caremark Corpequities | $333,000 | -57.4% | 3,450 | -53.7% | 0.35% | -40.7% |
| LQD | Sell | iShares IBoxx Invest Grade Corporateequities | $328,000 | -2.4% | 2,822 | -2.9% | 0.34% | +35.5% |
| DLN | Sell | Wisdomtree Largecap Divequities | $326,000 | -10.7% | 4,844 | -3.8% | 0.34% | +24.3% |
| ORCL | Sell | Oracle Corpequities | $326,000 | -29.9% | 9,028 | -21.7% | 0.34% | -2.6% |
| PMO | Sell | Putnam Municipal Opportunities Trustequities | $319,000 | -4.8% | 26,674 | -7.5% | 0.33% | +32.4% |
| VAR | Varian Medical Systemsequities | $317,000 | -12.7% | 4,300 | 0.0% | 0.33% | +21.4% | |
| IYE | Buy | iShares Dow Jones US Energy Sector Iequities | $316,000 | -12.9% | 9,195 | +7.4% | 0.33% | +21.0% |
| BMY | Bristol-Myers Squibb Coequities | $305,000 | -11.1% | 5,150 | 0.0% | 0.32% | +23.8% | |
| PHB | Buy | Powershares High Yield Corporate Bonequities | $305,000 | +14.7% | 17,118 | +20.2% | 0.32% | +60.1% |
| YUM | Yum Brands Incequities | $305,000 | -11.3% | 3,820 | 0.0% | 0.32% | +23.3% | |
| XLE | Sell | Energy Select Sector SPDRequities | $296,000 | -37.4% | 4,835 | -23.1% | 0.31% | -13.0% |
| DUK | Buy | Duke Energy Corpequities | $288,000 | +2.9% | 4,005 | +1.0% | 0.30% | +43.1% |
| NOC | Northrop Grumman Corpequities | $282,000 | +4.4% | 1,700 | 0.0% | 0.29% | +45.8% | |
| ABT | Abbott Labsequities | $277,000 | -18.0% | 6,886 | 0.0% | 0.29% | +13.9% | |
| GFY | Sell | Westrn Asset Varbl Rate Strategic Fdequities | $274,000 | -52.3% | 17,646 | -49.4% | 0.28% | -33.8% |
| GAS | A G L Resources Incequities | $273,000 | +30.6% | 4,479 | 0.0% | 0.28% | +81.4% | |
| AFT | Apollo SR Flting Rate Fdequities | $265,000 | -11.7% | 16,900 | 0.0% | 0.28% | +22.8% | |
| PHD | Pioneer Floating Rate Trequities | $238,000 | -0.4% | 21,000 | 0.0% | 0.25% | +38.8% | |
| RTN | Raytheon Coequities | $237,000 | +13.9% | 2,173 | 0.0% | 0.25% | +58.7% | |
| DEM | Sell | WisdomTree Emerging Markets Equity Iequities | $232,000 | -34.3% | 6,934 | -14.6% | 0.24% | -8.4% |
| CB | Chubb Corpequities | $231,000 | +29.1% | 1,880 | 0.0% | 0.24% | +79.1% | |
| IDU | Sell | iShares Dow Jones US Utilies Sectorequities | $223,000 | +1.8% | 2,069 | -1.9% | 0.23% | +41.7% |
| APC | Sell | Anadarko Petroleum Corpequities | $211,000 | -24.4% | 3,500 | -2.1% | 0.22% | +5.3% |
| SCHB | Buy | Schwab US Broad Marketequities | $211,000 | +163.8% | 4,555 | +185.2% | 0.22% | +265.0% |
| PFE | Sell | Pfizer Incequities | $206,000 | -14.2% | 6,552 | -8.6% | 0.21% | +19.6% |
| KMB | Kimberly Clark Corpequities | $203,000 | +2.5% | 1,865 | 0.0% | 0.21% | +42.6% | |
| TEVA | Teva Pharmaceuticalsequities | $200,000 | -4.3% | 3,535 | 0.0% | 0.21% | +33.3% | |
| DSU | Sell | BlackRock Debt Strategiesequities | $37,000 | -93.8% | 11,090 | -93.3% | 0.04% | -91.5% |
| NRTLQ | Exit | Nortel Networks Cp Newequities | $0 | – | -50 | -100.0% | 0.00% | – |
| Exit | Mirant Corporation Escrow Pending Poequities | $0 | – | -384 | -100.0% | 0.00% | – | |
| NWMT | Exit | Newmarket Technology Newequities | $0 | – | -3 | -100.0% | 0.00% | – |
| ADT | Exit | ADT Corpequities | $0 | – | -12 | -100.0% | 0.00% | – |
| FECOF | Exit | FEC Resources Incequities | $0 | – | -10,000 | -100.0% | 0.00% | – |
| USXP | Exit | Universal Express Incxxxequities | $0 | – | -3,500,000 | -100.0% | 0.00% | – |
| NTFY | Exit | Notify Technology Corpequities | $0 | – | -25 | -100.0% | 0.00% | – |
| MCELQ | Exit | Millennium Cell Incequities | $0 | – | -500 | -100.0% | 0.00% | – |
| HMBT | Exit | Hemobiotech Incequities | $0 | – | -25,000 | -100.0% | 0.00% | – |
| WFCPRL | Exit | Wells Fargo & Co Pfdequities | $0 | – | -2 | -100.0% | 0.00% | – |
| ECRO | Exit | E C C Capital Corpequities | $0 | – | -1,000 | -100.0% | 0.00% | – |
| DTGI | Exit | Digerati Tech Newequities | $0 | – | -100 | -100.0% | 0.00% | – |
| SLM | Exit | SLM Corpequities | $0 | – | -30 | -100.0% | 0.00% | – |
| SSEIQ | Exit | Seventy Seven Energyequities | $0 | – | -71 | -100.0% | 0.00% | – |
| MNKKQ | Exit | Mallinckrodt Pharmaequities | $0 | – | -3 | -100.0% | 0.00% | – |
| Exit | Omega Pharmaceutical Incequities | $0 | – | -7,537 | -100.0% | 0.00% | – | |
| LIVE | Exit | Livedeal Incequities | $0 | – | -192 | -100.0% | 0.00% | – |
| CCME | Exit | China Mediaexpress Hlxxxequities | $0 | – | -100 | -100.0% | 0.00% | – |
| KQIPQ | Exit | Kpnqwest Nv Class Cequities | $0 | – | -400 | -100.0% | 0.00% | – |
| FNFV | Exit | Fidelity Natl Finl Newequities | $0 | – | -22 | -100.0% | 0.00% | – |
| ODEFF | Exit | Petrichor Energy Incequities | $0 | – | -250 | -100.0% | 0.00% | – |
| CUZ | Exit | Cousins Properties Incequities | $0 | – | -24 | -100.0% | 0.00% | – |
| AIGWS | Exit | American Intl Gp 21wtsequities | $0 | – | -26 | -100.0% | -0.00% | – |
| MYCC | Exit | Clubcorp Hldgs Incequities | $0 | – | -100 | -100.0% | -0.00% | – |
| NOK | Exit | Nokia Oyj Corporation ADRequities | $0 | – | -300 | -100.0% | -0.00% | – |
| HKNI | Exit | HKN Inc Newequities | $0 | – | -38 | -100.0% | -0.00% | – |
| INAP | Exit | Internap Network Services Corpequities | $0 | – | -250 | -100.0% | -0.00% | – |
| USAT | Exit | USA Technologies Incequities | $0 | – | -300 | -100.0% | -0.00% | – |
| NAVI | Exit | Navient Corpequities | $0 | – | -30 | -100.0% | -0.00% | – |
| FNMA | Exit | Fannie Maeequities | $0 | – | -600 | -100.0% | -0.00% | – |
| ETN | Exit | Eaton Corporationequities | $0 | – | -20 | -100.0% | -0.00% | – |
| ZTS | Exit | Zoetis Incequities | $0 | – | -47 | -100.0% | -0.00% | – |
| REMY | Exit | Remy Intl Inc Hldg Newequities | $0 | – | -61 | -100.0% | -0.00% | – |
| TEL | Exit | TE Connectivityequities | $0 | – | -25 | -100.0% | -0.00% | – |
| SCHZ | Exit | Sch US Agg Bnd Etfequities | $0 | – | -15 | -100.0% | -0.00% | – |
| AKS | Exit | AK Steel Holding Corpequities | $0 | – | -280 | -100.0% | -0.00% | – |
| TIME | Exit | Time Incequities | $0 | – | -87 | -100.0% | -0.00% | – |
| TYC | Exit | Tyco International Ltdequities | $0 | – | -25 | -100.0% | -0.00% | – |
| PNR | Exit | Pentair Ltdequities | $0 | – | -10 | -100.0% | -0.00% | – |
| AIG | Exit | American International Group Incequities | $0 | – | -50 | -100.0% | -0.00% | – |
| HLS | Exit | Healthsouth Corpequities | $0 | – | -67 | -100.0% | -0.00% | – |
| FONR | Exit | Fonar Corpequities | $0 | – | -240 | -100.0% | -0.00% | – |
| C | Exit | Citigroup Incequities | $0 | – | -50 | -100.0% | -0.00% | – |
| JDSU | Exit | JDS Uniphase Corpequities | $0 | – | -250 | -100.0% | -0.00% | – |
| IJS | Exit | iShares S&P Smallcap 600 Value Indexequities | $0 | – | -22 | -100.0% | -0.00% | – |
| JCI | Exit | Johnson Controls Incequities | $0 | – | -75 | -100.0% | -0.00% | – |
| SCHC | Exit | Schwab Intl Sm Cap ETFequities | $0 | – | -130 | -100.0% | -0.00% | – |
| WFM | Exit | Whole Foods Market Incequities | $0 | – | -100 | -100.0% | -0.00% | – |
| ARR | Exit | Armour Residential Reitequities | $0 | – | -2,000 | -100.0% | -0.00% | – |
| TAN | Exit | Guggenheim Solar ETF Newequities | $0 | – | -150 | -100.0% | -0.00% | – |
| SCHR | Exit | Scwab Intermediate-Term US Treasuryequities | $0 | – | -120 | -100.0% | -0.00% | – |
| RWX | Exit | SPDR Dow Jones Intl. Real Estateequities | $0 | – | -118 | -100.0% | -0.00% | – |
| ICF | Exit | iShares Cohen & Steers Realty Majorsequities | $0 | – | -51 | -100.0% | -0.00% | – |
| FTR | Exit | Frontier Communicationsequities | $0 | – | -1,251 | -100.0% | -0.00% | – |
| Exit | Nec Corp Ord Xxxequities | $0 | – | -1,805 | -100.0% | -0.00% | – | |
| RYE | Exit | Guggenheim Equal Weight Energy ETFequities | $0 | – | -85 | -100.0% | -0.00% | – |
| AVAV | Exit | Aerovironment Incequities | $0 | – | -200 | -100.0% | -0.00% | – |
| IXN | Exit | iShares S&P Global Technology Sectorequities | $0 | – | -50 | -100.0% | -0.00% | – |
| 4305PS | Exit | Alcatel-Lucent ADRequities | $0 | – | -1,561 | -100.0% | -0.00% | – |
| BTX | Exit | Biotime Incequities | $0 | – | -2,000 | -100.0% | -0.01% | – |
| STPZ | Exit | PIMCO 1-5 Year US TIPS Index Fundequities | $0 | – | -130 | -100.0% | -0.01% | – |
| LVLT | Exit | Level 3 Communications Incequities | $0 | – | -133 | -100.0% | -0.01% | – |
| IWV | Exit | iShares Russell 3000 Indexequities | $0 | – | -63 | -100.0% | -0.01% | – |
| SCHP | Exit | Schwab US TIPSequities | $0 | – | -140 | -100.0% | -0.01% | – |
| MSI | Exit | Motorola Solutions Incequities | $0 | – | -142 | -100.0% | -0.01% | – |
| MON | Exit | Monsanto Coequities | $0 | – | -78 | -100.0% | -0.01% | – |
| KKD | Exit | Krispy Kreme Doughnuts Incequities | $0 | – | -500 | -100.0% | -0.01% | – |
| HYH | Exit | Halyard Health Incequities | $0 | – | -232 | -100.0% | -0.01% | – |
| BKLN | Exit | Powershares ETF Trust IIequities | $0 | – | -460 | -100.0% | -0.01% | – |
| SCHD | Exit | Sch US Div Equity Etfequities | $0 | – | -275 | -100.0% | -0.01% | – |
| MRO | Exit | Marathon Oil Corpequities | $0 | – | -400 | -100.0% | -0.01% | – |
| IEI | Exit | iShares 3-7 Year Treasury Bond Fundequities | $0 | – | -86 | -100.0% | -0.01% | – |
| NAVB | Exit | Navidea Biopharmaequities | $0 | – | -7,000 | -100.0% | -0.01% | – |
| AOR | Exit | Ishares S&P Growth Allocation ETFequities | $0 | – | -285 | -100.0% | -0.01% | – |
| DAL | Exit | Delta Airlinesequities | $0 | – | -301 | -100.0% | -0.01% | – |
| VOD | Exit | Vodafone Group PLC ADRequities | $0 | – | -324 | -100.0% | -0.01% | – |
| CDK | Exit | CDK Global Incequities | $0 | – | -259 | -100.0% | -0.01% | – |
| NBR | Exit | Nabors Industries Ltdequities | $0 | – | -1,000 | -100.0% | -0.01% | – |
| LEO | Exit | Dreyfus Strategic Munsequities | $0 | – | -1,800 | -100.0% | -0.01% | – |
| FE | Exit | First Energy Corpequities | $0 | – | -400 | -100.0% | -0.01% | – |
| HSKA | Exit | Heska Corpequities | $0 | – | -500 | -100.0% | -0.01% | – |
| AMGN | Exit | Amgen Incequities | $0 | – | -100 | -100.0% | -0.01% | – |
| RDSA | Exit | Royal Dutch Shell A Adrequities | $0 | – | -265 | -100.0% | -0.01% | – |
| CHK | Exit | Chesapeake Energy Corpequities | $0 | – | -1,300 | -100.0% | -0.01% | – |
| ANTM | Exit | Anthem, Inc.equities | $0 | – | -100 | -100.0% | -0.01% | – |
| LG | Exit | Laclede Groupequities | $0 | – | -300 | -100.0% | -0.01% | – |
| DPS | Exit | Dr Pepper Snapple Groupequities | $0 | – | -240 | -100.0% | -0.01% | – |
| MAT | Exit | Mattel Incorporatedequities | $0 | – | -650 | -100.0% | -0.01% | – |
| TIF | Exit | Tiffany & Companyequities | $0 | – | -200 | -100.0% | -0.01% | – |
| SCZ | Exit | iShares MSCI EAFE Small Cap Indexequities | $0 | – | -324 | -100.0% | -0.01% | – |
| CTSH | Exit | Cognizant Technology Solutions Corpequities | $0 | – | -280 | -100.0% | -0.01% | – |
| A309PS | Exit | DirecTV Group Incequities | $0 | – | -200 | -100.0% | -0.01% | – |
| SCHH | Exit | Schwab US REIT ETFequities | $0 | – | -510 | -100.0% | -0.01% | – |
| MIDD | Exit | Middleby Corp Theequities | $0 | – | -168 | -100.0% | -0.01% | – |
| XLK | Exit | Sector Spdr Tech Selectequities | $0 | – | -482 | -100.0% | -0.02% | – |
| VPU | Exit | Vanguard Utilitiesequities | $0 | – | -250 | -100.0% | -0.02% | – |
| BAX | Exit | Baxter International Incequities | $0 | – | -300 | -100.0% | -0.02% | – |
| Exit | Regus Plc Ordequities | $0 | – | -5,000 | -100.0% | -0.02% | – | |
| TEI | Exit | Templetn Emrg Mkts Incmequities | $0 | – | -2,000 | -100.0% | -0.02% | – |
| TRV | Exit | Travelers Companies Incequities | $0 | – | -240 | -100.0% | -0.02% | – |
| D | Exit | Dominion Resources Incequities | $0 | – | -344 | -100.0% | -0.02% | – |
| LMT | Exit | Lockheed Martinequities | $0 | – | -125 | -100.0% | -0.02% | – |
| ASH | Exit | Ashland Inc.equities | $0 | – | -200 | -100.0% | -0.02% | – |
| ARRS | Exit | Arris Group Incequities | $0 | – | -800 | -100.0% | -0.02% | – |
| HSEACL | Exit | HSBC Holding 8.125% Pfdequities | $0 | – | -1,000 | -100.0% | -0.02% | – |
| EAD | Exit | Wells Fargo Adv Incomeequities | $0 | – | -3,194 | -100.0% | -0.02% | – |
| WM | Exit | Waste Management Incequities | $0 | – | -550 | -100.0% | -0.02% | – |
| UN | Exit | Unilever NV ADRequities | $0 | – | -645 | -100.0% | -0.02% | – |
| GOOG | Exit | Google Inc Class Cequities | $0 | – | -51 | -100.0% | -0.02% | – |
| MDT | Exit | Medtronic Incequities | $0 | – | -383 | -100.0% | -0.02% | – |
| GOOGL | Exit | Google Inc Class Aequities | $0 | – | -51 | -100.0% | -0.02% | – |
| SCHE | Exit | Schwab Emerging Markets Equityequities | $0 | – | -1,236 | -100.0% | -0.02% | – |
| COST | Exit | Costco Wholesale Corpequities | $0 | – | -225 | -100.0% | -0.02% | – |
| F | Exit | Ford Motor Companyequities | $0 | – | -2,000 | -100.0% | -0.02% | – |
| DGX | Exit | Quest Diagnostics Incequities | $0 | – | -400 | -100.0% | -0.02% | – |
| TWC | Exit | Time Warner Cable Class Aequities | $0 | – | -175 | -100.0% | -0.02% | – |
| CAG | Exit | Conagra Foods Incequities | $0 | – | -750 | -100.0% | -0.02% | – |
| IJR | Exit | iShares S&P Smallcap 600 Indexequities | $0 | – | -300 | -100.0% | -0.03% | – |
| SNH | Exit | Senior Housing Pptys Trequities | $0 | – | -2,000 | -100.0% | -0.03% | – |
| GIS | Exit | General Mills Incequities | $0 | – | -640 | -100.0% | -0.03% | – |
| IWD | Exit | iShares Russell 1000 Value Indexequities | $0 | – | -365 | -100.0% | -0.03% | – |
| MCD | Exit | McDonald's Corpequities | $0 | – | -400 | -100.0% | -0.03% | – |
| ROP | Exit | Roper Industries Incequities | $0 | – | -220 | -100.0% | -0.03% | – |
| FIS | Exit | Fidelity National Information Servicequities | $0 | – | -634 | -100.0% | -0.03% | – |
| FNF | Exit | Fidelity Natl Finl Incequities | $0 | – | -1,073 | -100.0% | -0.03% | – |
| CHKP | Exit | Check Pt Software Techequities | $0 | – | -500 | -100.0% | -0.03% | – |
| HAL | Exit | Halliburton Coequities | $0 | – | -1,000 | -100.0% | -0.03% | – |
| STT | Exit | State Street Corpequities | $0 | – | -600 | -100.0% | -0.03% | – |
| KSU | Exit | Kansas City Southernequities | $0 | – | -500 | -100.0% | -0.03% | – |
| SWIR | Exit | Sierra Wireless Incequities | $0 | – | -1,800 | -100.0% | -0.03% | – |
| UDR | Exit | Udr Incequities | $0 | – | -1,475 | -100.0% | -0.04% | – |
| BP | Exit | BP PLC ADRequities | $0 | – | -1,175 | -100.0% | -0.04% | – |
| SNV | Exit | Synovus Financial Corpequities | $0 | – | -1,564 | -100.0% | -0.04% | – |
| HALL | Exit | Hallmark Financial Services Incequities | $0 | – | -4,364 | -100.0% | -0.04% | – |
| SYY | Exit | Sysco Corpequities | $0 | – | -1,420 | -100.0% | -0.04% | – |
| VWO | Exit | Vanguard Emerging Marketsequities | $0 | – | -1,298 | -100.0% | -0.04% | – |
| IR | Exit | Ingersoll-Rand Company Class Aequities | $0 | – | -800 | -100.0% | -0.04% | – |
| HYG | Exit | iShares IBoxx High Yield Corporate Bequities | $0 | – | -600 | -100.0% | -0.04% | – |
| SHV | Exit | iShares Barclays Short Treasury Bondequities | $0 | – | -500 | -100.0% | -0.04% | – |
| VXUS | Exit | Vanguard Total International Stock Eequities | $0 | – | -1,100 | -100.0% | -0.04% | – |
| EFT | Exit | Eaton Vance Fl Rt In Trequities | $0 | – | -4,000 | -100.0% | -0.04% | – |
| JNK | Exit | SPDR Barclays Capital High Yield Bonequities | $0 | – | -1,430 | -100.0% | -0.04% | – |
| NSC | Exit | Norfolk Southern Corpequities | $0 | – | -644 | -100.0% | -0.04% | – |
| TIP | Exit | iShares Barclays TIPS Bondequities | $0 | – | -496 | -100.0% | -0.04% | – |
| GD | Exit | General Dynamics Corpequities | $0 | – | -400 | -100.0% | -0.04% | – |
| NEE | Exit | Nextera Energy Incequities | $0 | – | -600 | -100.0% | -0.04% | – |
| NVDA | Exit | Nvidia Corpequities | $0 | – | -3,000 | -100.0% | -0.04% | – |
| TWX | Exit | Time Warner Incequities | $0 | – | -699 | -100.0% | -0.05% | – |
| AYI | Exit | Acuity Brands Incequities | $0 | – | -340 | -100.0% | -0.05% | – |
| NSRGY | Exit | Nestle SA ADRequities | $0 | – | -875 | -100.0% | -0.05% | – |
| ITEX | Exit | Itex Corp Newequities | $0 | – | -20,000 | -100.0% | -0.05% | – |
| EVG | Exit | Eaton Vance Sht Dur Incmequities | $0 | – | -4,800 | -100.0% | -0.05% | – |
| EFF | Exit | Eaton Vance Fl Rt Inc Fdequities | $0 | – | -4,200 | -100.0% | -0.05% | – |
| FDX | Exit | Fedex Corpequities | $0 | – | -400 | -100.0% | -0.05% | – |
| APD | Exit | Air Prod & Chemicals Incequities | $0 | – | -509 | -100.0% | -0.05% | – |
| IWB | Exit | iShares Russell 1000 Indexequities | $0 | – | -602 | -100.0% | -0.05% | – |
| LXP | Exit | Lexington Realty TRUSTequities | $0 | – | -8,783 | -100.0% | -0.06% | – |
| IVE | Exit | iShares S&P 500 Value Indexequities | $0 | – | -856 | -100.0% | -0.06% | – |
| BHI | Exit | Baker Hughes Incequities | $0 | – | -1,300 | -100.0% | -0.06% | – |
| AVT | Exit | Avnet Incequities | $0 | – | -2,000 | -100.0% | -0.06% | – |
| IYZ | Exit | iShares Dow Jones US Telecom Indexequities | $0 | – | -2,790 | -100.0% | -0.06% | – |
| ESRX | Exit | Express Scripts Hldg Coequities | $0 | – | -919 | -100.0% | -0.06% | – |
| FISV | Exit | Fiserv Incequities | $0 | – | -1,000 | -100.0% | -0.06% | – |
| FMS | Exit | Fresenius Medical Care ADRequities | $0 | – | -2,000 | -100.0% | -0.06% | – |
| DTEGY | Exit | Deutsche Telekom Ag Adrequities | $0 | – | -4,984 | -100.0% | -0.06% | – |
| PCL | Exit | Plum Creek Timber Co Incequities | $0 | – | -2,170 | -100.0% | -0.07% | – |
| IEF | Exit | Ishares Tr 7-10 Year Bond Fundequities | $0 | – | -873 | -100.0% | -0.07% | – |
| VEA | Exit | Vanguard Europe Pacificequities | $0 | – | -2,381 | -100.0% | -0.07% | – |
| IVW | Exit | iShares S&P 500 Growth Indexequities | $0 | – | -826 | -100.0% | -0.07% | – |
| SNY | Exit | Sanofi Aventis ADRequities | $0 | – | -2,000 | -100.0% | -0.07% | – |
| VTI | Exit | Vanguard Total Stock Marketequities | $0 | – | -930 | -100.0% | -0.08% | – |
| CMCSA | Exit | Comcast Corpequities | $0 | – | -1,700 | -100.0% | -0.08% | – |
| SU | Exit | Suncor Energy Incequities | $0 | – | -3,745 | -100.0% | -0.08% | – |
| LNKD | Exit | Linkedin Corpequities | $0 | – | -500 | -100.0% | -0.08% | – |
| EWA | Exit | iShares MSCI Taiwan Indexequities | $0 | – | -5,000 | -100.0% | -0.08% | – |
| IJH | Exit | iShares S&P Midcap 400 Indexequities | $0 | – | -695 | -100.0% | -0.08% | – |
| EMR | Exit | Emerson Electric Coequities | $0 | – | -1,950 | -100.0% | -0.08% | – |
| TTE | Exit | Total SA ADRequities | $0 | – | -2,225 | -100.0% | -0.08% | – |
| NKE | Exit | Nike Inc Class Bequities | $0 | – | -1,000 | -100.0% | -0.08% | – |
| BA | Exit | Boeing Coequities | $0 | – | -775 | -100.0% | -0.08% | – |
| JSD | Exit | Nuveen Short Duration Credit Opp Fdequities | $0 | – | -7,000 | -100.0% | -0.09% | – |
| BRKB | Exit | Berkshire Hathaway Cl Bequities | $0 | – | -866 | -100.0% | -0.09% | – |
| AOA | Exit | Ishares S&P Aggressive Allocation ETequities | $0 | – | -2,480 | -100.0% | -0.09% | – |
| AA | Exit | Alcoa Inc.equities | $0 | – | -10,698 | -100.0% | -0.09% | – |
| MUB | Exit | iShares S&P National Muni Bondequities | $0 | – | -1,100 | -100.0% | -0.09% | – |
| IYM | Exit | Ishares Dow Jones US Basic Materialsequities | $0 | – | -1,735 | -100.0% | -0.10% | – |
| ADP | Exit | Automatic Data Processing Incequities | $0 | – | -1,780 | -100.0% | -0.11% | – |
| WIA | Exit | Western Asset/Claymore Inflation-Linequities | $0 | – | -12,750 | -100.0% | -0.11% | – |
| AJG | Exit | Arthur J Gallagher & Coequities | $0 | – | -3,100 | -100.0% | -0.11% | – |
| TMO | Exit | Thermo Fisher Scientific Inc Coequities | $0 | – | -1,200 | -100.0% | -0.12% | – |
| WEC | Exit | Wisconsin Egy Cp Hldg Coequities | $0 | – | -3,600 | -100.0% | -0.12% | – |
| DHR | Exit | Danaher Corpequities | $0 | – | -1,958 | -100.0% | -0.12% | – |
| AAN | Exit | Aarons Incequities | $0 | – | -4,870 | -100.0% | -0.13% | – |
| IWR | Exit | iShares Russell Midcap Indexequities | $0 | – | -1,083 | -100.0% | -0.14% | – |
| MCK | Exit | McKesson Corpequities | $0 | – | -835 | -100.0% | -0.14% | – |
| SLB | Exit | Schlumberger Ltdequities | $0 | – | -2,178 | -100.0% | -0.14% | – |
| MDLZ | Exit | Mondelez Intl Inc Cl Aequities | $0 | – | -4,703 | -100.0% | -0.14% | – |
| WIW | Exit | Western Asset/Claymore Inflation-Linequities | $0 | – | -17,509 | -100.0% | -0.15% | – |
| RT | Exit | Ruby Tuesday Incequities | $0 | – | -33,080 | -100.0% | -0.15% | – |
| UTX | Exit | United Technologies Corpequities | $0 | – | -1,879 | -100.0% | -0.16% | – |
| EXI | Exit | Ishares Global Indlsequities | $0 | – | -3,019 | -100.0% | -0.16% | – |
| EMC | Exit | EMC Corp Massequities | $0 | – | -8,100 | -100.0% | -0.16% | – |
| HON | Exit | Honeywell International Incequities | $0 | – | -2,095 | -100.0% | -0.16% | – |
| UNM | Exit | Unum Groupequities | $0 | – | -6,131 | -100.0% | -0.16% | – |
| WBA | Exit | Walgreens Boots Allianceequities | $0 | – | -2,610 | -100.0% | -0.16% | – |
| DD | Exit | El DuPont de Nemours & Coequities | $0 | – | -3,445 | -100.0% | -0.16% | – |
| AFL | Exit | Aflac Incequities | $0 | – | -3,655 | -100.0% | -0.17% | – |
| EFX | Exit | Equifax Incequities | $0 | – | -2,430 | -100.0% | -0.18% | – |
| CL | Exit | Colgate Palmolive Coequities | $0 | – | -3,890 | -100.0% | -0.19% | – |
| PRA | Exit | Proassurance Corpequities | $0 | – | -8,442 | -100.0% | -0.29% | – |
| BRKA | Exit | Berkshire Hathaway Cl Aequities | $0 | – | -200 | -100.0% | -0.31% | – |
| FRA | Exit | Blkrck Floatng Rate Incmequities | $0 | – | -31,500 | -100.0% | -0.32% | – |
| IBM | Exit | International Business Machines Corpequities | $0 | – | -2,799 | -100.0% | -0.34% | – |
| PPT | Exit | Putnam Premier Inc Trequities | $0 | – | -89,500 | -100.0% | -0.34% | – |
| EVV | Exit | Eaton Vance Ltd Durationequities | $0 | – | -40,119 | -100.0% | -0.40% | – |
| IWO | Exit | iShares Russell 2000 Growth Indexequities | $0 | – | -3,689 | -100.0% | -0.42% | – |
| STBZ | Exit | State Bank Finl Corpequities | $0 | – | -27,298 | -100.0% | -0.44% | – |
| IWM | Exit | iShares Russell 2000 Indexequities | $0 | – | -6,008 | -100.0% | -0.56% | – |
| FB | Exit | Facebook Inc Class Aequities | $0 | – | -9,400 | -100.0% | -0.60% | – |
| IYY | Exit | Ishares Dow Jones US Indexequities | $0 | – | -9,736 | -100.0% | -0.76% | – |
| SUNEQ | Exit | Sunedison Incequities | $0 | – | -34,096 | -100.0% | -0.76% | – |
| KRFT | Exit | Kraft Foods Groupequities | $0 | – | -14,330 | -100.0% | -0.91% | – |
| DIA | Exit | Spdr Dow Jones Indl Avgequities | $0 | – | -7,110 | -100.0% | -0.93% | – |
| BAC | Exit | Bank Of America Corpequities | $0 | – | -118,809 | -100.0% | -1.51% | – |
| BBT | Exit | BB&T Corpequities | $0 | – | -107,738 | -100.0% | -3.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-14
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.