Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peachtree Investment Advisors, Inc. (CIK 1598381) reported $129.7M across 73 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: SCHF ($16.3M, 12.55%), IVV ($9.8M, 7.58%), VWO ($9.0M, 6.95%), BSV ($7.2M, 5.59%), VB ($5.7M, 4.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $16.3M | 12.55% | 574,020 | Trimmed |
| 2 | IVV | ISHARES TR | $9.8M | 7.58% | 39,083 | Added |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | $9.0M | 6.95% | 236,600 | Added |
| 4 | BSV | VANGUARD BD INDEX FD INC | $7.2M | 5.59% | 92,205 | Added |
| 5 | VB | VANGUARD INDEX FDS | $5.7M | 4.42% | 43,433 | Trimmed |
| 6 | AAPL | APPLE INC | $4.8M | 3.67% | 30,180 | Added |
| 7 | MSFT | MICROSOFT CORP | $4.6M | 3.55% | 45,285 | Added |
| 8 | VEA | VANGUARD TAX MANAGED INTL FD | $4.4M | 3.36% | 117,495 | New |
| 9 | IYW | ISHARES TR | $3.6M | 2.76% | 22,390 | Added |
| 10 | HD | HOME DEPOT INC | $3.5M | 2.72% | 20,497 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $3.1M | 2.36% | 23,709 | Added |
| 12 | IYF | ISHARES TR | $2.9M | 2.23% | 27,153 | Added |
| 13 | PG | PROCTER AND GAMBLE CO | $2.8M | 2.15% | 30,287 | Added |
| 14 | LOW | LOWES COS INC | $2.8M | 2.12% | 29,789 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.97% | 26,141 | Added |
| 16 | TXN | TEXAS INSTRS INC | $2.5M | 1.94% | 26,629 | Added |
| 17 | IYH | ISHARES TR | $2.4M | 1.87% | 13,441 | Added |
| 18 | INTC | INTEL CORP | $2.4M | 1.85% | 50,989 | Added |
| 19 | COST | COSTCO WHSL CORP NEW | $2.3M | 1.78% | 11,327 | Added |
| 20 | ITW | ILLINOIS TOOL WKS INC | $2.3M | 1.77% | 18,135 | Added |
| 21 | CSCO | CISCO SYS INC | $2.0M | 1.53% | 45,715 | Added |
| 22 | IEMG | ISHARES INC | $1.9M | 1.44% | 39,740 | New |
| 23 | CAT | CATERPILLAR INC DEL | $1.8M | 1.40% | 14,259 | Added |
| 24 | DD | DOWDUPONT INC | $1.8M | 1.39% | 33,604 | Added |
| 25 | KRE | SPDR SERIES TRUST | $1.7M | 1.35% | 37,372 | Trimmed |
Source: SEC Form 13F filings · as of 2018-12-31