Peachtree Investment Advisors, Inc.
Reported holdings as of Q4 2018, from 1 quarterly filings.
This filer last reported in Q4 2018; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHF | $16.3M | 574,020 | - | new | FIRST | |
| ISHARES TR | IVV | $9.8M | 39,083 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VWO | $9.0M | 236,600 | - | new | FIRST | |
| VANGUARD BD INDEX FDS | BSV | $7.2M | 92,205 | - | new | FIRST | |
| VANGUARD INDEX FDS | VB | $5.7M | 43,433 | - | new | FIRST | |
| APPLE INC | AAPL | $4.8M | 30,180 | - | new | FIRST | |
| MICROSOFT CORP | MSFT | $4.6M | 45,285 | - | new | FIRST | |
| VANGUARD TAX-MANAGED FDS | VEA | $4.4M | 117,495 | - | new | FIRST | |
| ISHARES TR | IYW | $3.6M | 22,390 | - | new | FIRST | |
| HOME DEPOT INC | HD | $3.5M | 20,497 | - | new | FIRST | |
| JOHNSON & JOHNSON | JNJ | $3.1M | 23,709 | - | new | FIRST | |
| ISHARES TR | IYF | $2.9M | 27,153 | - | new | FIRST | |
| PROCTER & GAMBLE CO | PG | $2.8M | 30,287 | - | new | FIRST | |
| LOWES COS INC | LOW | $2.8M | 29,789 | - | new | FIRST | |
| JPMORGAN CHASE & CO | JPM | $2.6M | 26,141 | - | new | FIRST | |
| TEXAS INSTRS INC | TXN | $2.5M | 26,629 | - | new | FIRST | |
| ISHARES TR | IYH | $2.4M | 13,441 | - | new | FIRST | |
| INTEL CORP | INTC | $2.4M | 50,989 | - | new | FIRST | |
| COSTCO WHOLESALE CORPORATION | COST | $2.3M | 11,327 | - | new | FIRST | |
| ILLINOIS TOOL WKS INC | ITW | $2.3M | 18,135 | - | new | FIRST | |
| CISCO SYS INC | CSCO | $2.0M | 45,715 | - | new | FIRST | |
| ISHARES INC | IEMG | $1.9M | 39,740 | - | new | FIRST | |
| CATERPILLAR INC | CAT | $1.8M | 14,259 | - | new | FIRST | |
| DOWDUPONT INC | DWDP | $1.8M | 33,604 | - | new | FIRST | |
| SPDR SERIES TRUST | KRE | $1.7M | 37,372 | - | new | FIRST | |
| VERIZON COMMUNICATIONS INC | VZ | $1.6M | 28,979 | - | new | FIRST | |
| DOVER CORP | DOV | $1.5M | 20,703 | - | new | FIRST | |
| ISHARES TR | IYC | $1.3M | 7,077 | - | new | FIRST | |
| MERCK & CO INC | MRK | $1.0M | 13,535 | - | new | FIRST | |
| NOVARTIS AG | NVS | $944.0K | 11,005 | - | new | FIRST | |
| REGIONS FINANCIAL CORP NEW | RF | $875.0K | 65,378 | - | new | FIRST | |
| ECOLAB INC | ECL | $869.0K | 5,900 | - | new | FIRST | |
| PFIZER INC | PFE | $863.0K | 19,771 | - | new | FIRST | |
| COCA COLA CO | KO | $841.0K | 17,765 | - | new | FIRST | |
| ADOBE INC | ADBE | $770.0K | 3,403 | - | new | FIRST | |
| COLGATE PALMOLIVE CO | CL | $699.0K | 11,740 | - | new | FIRST | |
| ISHARES TR | IJR | $691.0K | 9,975 | - | new | FIRST | |
| EXXON MOBIL CORP | XOMXXXX | $688.0K | 10,096 | - | new | FIRST | |
| STRYKER CORPORATION | SYK | $621.0K | 3,961 | - | new | FIRST | |
| ISHARES TR | DVY | $590.0K | 6,609 | - | new | FIRST | |
| ABB LTD | ABBNY | $568.0K | 29,895 | - | new | FIRST | |
| AT&T INC | T | $540.0K | 18,924 | - | new | FIRST | |
| PHILIP MORRIS INTL INC | PM | $511.0K | 7,660 | - | new | FIRST | |
| CHEVRON CORPORATION | CVX | $493.0K | 4,531 | - | new | FIRST | |
| ISHARES TR | IYJ | $481.0K | 3,740 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHB | $468.0K | 7,815 | - | new | FIRST | |
| KRAFT HEINZ CO | KHC | $457.0K | 10,617 | - | new | FIRST | |
| DISNEY WALT CO | DIS | $452.0K | 4,126 | - | new | FIRST | |
| VARIAN MED SYS INC | VAR | $431.0K | 3,800 | - | new | FIRST | |
| UNITED PARCEL SVCS INC | UPS | $426.0K | 4,363 | - | new | FIRST | |
| SSGA ACTIVE ETF TR | SRLN | $418.0K | 9,351 | - | new | FIRST | |
| BANK OF AMER CORP | BAC | $410.0K | 16,655 | - | new | FIRST | |
| NORTHROP GRUMMAN CORP | NOC | $404.0K | 1,650 | - | new | FIRST | |
| VALERO ENERGY CORP | VLO | $379.0K | 5,060 | - | new | FIRST | |
| WALMART INC | WMT | $377.0K | 4,045 | - | new | FIRST | |
| 3M CO | MMM | $357.0K | 1,875 | - | new | FIRST | |
| ISHARES TR | IWF | $346.0K | 2,646 | - | new | FIRST | |
| QUALCOMM INC | QCOM | $333.0K | 5,860 | - | new | FIRST | |
| RAYTHEON CO | RTN | $333.0K | 2,173 | - | new | FIRST | |
| ORACLE CORP | ORCL | $330.0K | 7,318 | - | new | FIRST | |
| ABBVIE INC | ABBV | $327.0K | 3,545 | - | new | FIRST | |
| WELLS FARGO & CO | WFC | $313.0K | 6,790 | - | new | FIRST | |
| SELECT SECTOR SPDR TR | XLC | $307.0K | 7,445 | - | new | FIRST | |
| WISDOMTREE TR | DLN | $254.0K | 3,009 | - | new | FIRST | |
| SOUTHERN CO | SO | $246.0K | 5,595 | - | new | FIRST | |
| ABBOTT LABORATORIES | ABT | $237.0K | 3,271 | - | new | FIRST | |
| ISHARES TR | EXI | $235.0K | 3,019 | - | new | FIRST | |
| HONEYWELL INTL INC | HONZZZZ | $224.0K | 1,695 | - | new | FIRST | |
| ISHARES TR | AOA | $223.0K | 4,594 | - | new | FIRST | |
| UNITED TECHNOLOGIES CORP | UTX | $221.0K | 2,079 | - | new | FIRST | |
| ISHARES TR | HDV | $212.0K | 2,516 | - | new | FIRST | |
| ISHARES TR | IYE | $207.0K | 6,650 | - | new | FIRST | |
| ISHARES TR | EEM | $202.0K | 5,181 | - | new | FIRST |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Retail & Consumer | $9.0M | 6.9% |
| Computer Hardware | $6.7M | 5.2% |
| Biotech & Pharma | $6.5M | 5.0% |
| Semiconductors & Electronics | $5.8M | 4.5% |
| Software & IT Services | $5.7M | 4.4% |
| Industrials | $5.6M | 4.3% |
| Chemicals | $4.4M | 3.4% |
| Banks & Lending | $4.2M | 3.2% |
| Telecom & Media | $2.6M | 2.0% |
| Other sectors | $4.7M | 3.7% |
| Not classified | $74.6M | 57.5% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q4 2018 | $129.7M | 73 | 0 | 0 | 0 | 0 | 53.1% | 14 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.