| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -5,181 | -100.0% | -0.16% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -6,650 | -100.0% | -0.16% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -2,516 | -100.0% | -0.16% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -2,079 | -100.0% | -0.17% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -4,594 | -100.0% | -0.17% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,695 | -100.0% | -0.17% | – |
| EXI | Exit | ISHARES TRglob indstrl etf | $0 | – | -3,019 | -100.0% | -0.18% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -3,271 | -100.0% | -0.18% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -5,595 | -100.0% | -0.19% | – |
| DLN | Exit | WISDOMTREE TRus largecap divd | $0 | – | -3,009 | -100.0% | -0.20% | – |
| XLC | Exit | SELECT SECTOR SPDR TR | $0 | – | -7,445 | -100.0% | -0.24% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -6,790 | -100.0% | -0.24% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,545 | -100.0% | -0.25% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -7,318 | -100.0% | -0.25% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -2,173 | -100.0% | -0.26% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -5,860 | -100.0% | -0.26% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -2,646 | -100.0% | -0.27% | – |
| MMM | Exit | 3M CO | $0 | – | -1,875 | -100.0% | -0.28% | – |
| WMT | Exit | WALMART INC | $0 | – | -4,045 | -100.0% | -0.29% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -5,060 | -100.0% | -0.29% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -1,650 | -100.0% | -0.31% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -16,655 | -100.0% | -0.32% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblkstn gsosrln | $0 | – | -9,351 | -100.0% | -0.32% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -4,363 | -100.0% | -0.33% | – |
| VAR | Exit | VARIAN MED SYS INC | $0 | – | -3,800 | -100.0% | -0.33% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,126 | -100.0% | -0.35% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -10,617 | -100.0% | -0.35% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -7,815 | -100.0% | -0.36% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -3,740 | -100.0% | -0.37% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -4,531 | -100.0% | -0.38% | – |
| PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -7,660 | -100.0% | -0.39% | – |
| T | Exit | AT&T INC | $0 | – | -18,924 | -100.0% | -0.42% | – |
| ABB | Exit | ABB LTDsponsored adr | $0 | – | -29,895 | -100.0% | -0.44% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -6,609 | -100.0% | -0.46% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -3,961 | -100.0% | -0.48% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -10,096 | -100.0% | -0.53% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -9,975 | -100.0% | -0.53% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -11,740 | -100.0% | -0.54% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -3,403 | -100.0% | -0.59% | – |
| KO | Exit | COCA COLA CO | $0 | – | -17,765 | -100.0% | -0.65% | – |
| PFE | Exit | PFIZER INC | $0 | – | -19,771 | -100.0% | -0.66% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -5,900 | -100.0% | -0.67% | – |
| RF | Exit | REGIONS FINL CORP NEW | $0 | – | -65,378 | -100.0% | -0.68% | – |
| NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -11,005 | -100.0% | -0.73% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -13,535 | -100.0% | -0.80% | – |
| IYC | Exit | ISHARES TRu.s. cnsm sv etf | $0 | – | -7,077 | -100.0% | -0.99% | – |
| DOV | Exit | DOVER CORP | $0 | – | -20,703 | -100.0% | -1.13% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -28,979 | -100.0% | -1.26% | – |
| KRE | Exit | SPDR SERIES TRUSTs&p regl bkg | $0 | – | -37,372 | -100.0% | -1.35% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -33,604 | -100.0% | -1.39% | – |
| CAT | Exit | CATERPILLAR INC DEL | $0 | – | -14,259 | -100.0% | -1.40% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -39,740 | -100.0% | -1.44% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -45,715 | -100.0% | -1.53% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -18,135 | -100.0% | -1.77% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -11,327 | -100.0% | -1.78% | – |
| INTC | Exit | INTEL CORP | $0 | – | -50,989 | -100.0% | -1.84% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -13,441 | -100.0% | -1.87% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -26,629 | -100.0% | -1.94% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -26,141 | -100.0% | -1.97% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -29,789 | -100.0% | -2.12% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -30,287 | -100.0% | -2.15% | – |
| IYF | Exit | ISHARES TRu.s. finls etf | $0 | – | -27,153 | -100.0% | -2.23% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -23,709 | -100.0% | -2.36% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -20,497 | -100.0% | -2.72% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -22,390 | -100.0% | -2.76% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -117,495 | -100.0% | -3.36% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -45,285 | -100.0% | -3.55% | – |
| AAPL | Exit | APPLE INC | $0 | – | -30,180 | -100.0% | -3.67% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -43,433 | -100.0% | -4.42% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -92,205 | -100.0% | -5.59% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -236,600 | -100.0% | -6.95% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -39,083 | -100.0% | -7.58% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -574,020 | -100.0% | -12.55% | – |
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.