Peachtree Investment Advisors, Inc. — Q4 2016 13F保有銘柄

Name: Peachtree Investment Advisors, Inc. — 13F Holdings, Q4 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001598381

申告総資産額

$1.3億

← 最新の四半期に戻る

今四半期の全保有銘柄

#	ティッカー	発行体	資産子分類	比率	比率変動	持株数変化
1	SCHF	Schwab Intl Equity ETF	ETF-その他	8.99%	-0.64%	-0.22%
2	AAPL	Apple INC	株式-IT	4.01%	-0.89%	-7.42%
3	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	3.74%	+1.59%	-1.25%
4	VWO	Vanguard Ftse Emerging Marke	ETF-新興国市場	3.66%	+1.45%	+0.98%
5	HD	Home Depot INC	株式-一般消費財	3.48%	-0.13%	-0.58%
6	AGG	Ishares Core U.s. Aggregate	ETF-その他	3.23%	-0.39%	EXIT
7	MSFT	Microsoft CORP	株式-IT	3.08%	+0.03%	-3.99%
8	EMB	Ishares Jp Morgan Usd Emergi	ETF-その他	2.50%	-6.61%	EXIT
9	JNJ	Johnson & Johnson	株式-ヘルスケア	2.49%	—	-1.35%
10	PG	Procter & Gamble Co/the	株式-生活必需品	2.21%	+0.49%	-0.47%
11	ITW	Illinois Tool Works	株式-資本財	2.11%	—	-1.43%
12	LOW	Lowe's Cos INC	株式-一般消費財	2.08%	-0.09%	-2.14%
13	TXN	Texas Instruments INC	株式-IT	2.04%	+0.09%	-3.39%
14	TGT	Target CORP	株式-一般消費財	1.98%	—	-0.89%
15	IYH	Ishares U.s. Healthcare ETF	ETF-その他	1.97%	—	-0.14%
16	KRE	Ss Spdr S&p Regional Bank	ETF-その他	1.89%	-0.31%	-1.78%
17	INTC	Intel CORP	株式-IT	1.82%	—	-1.68%
18	IYW	Ishares Ustechnology ETF	ETF-テック型	1.80%	-0.14%	-1.55%
19	IYF	Ishares US Financials ETF	ETF-その他	1.78%	—	-1.62%
20	DOW	Dow Chem Co	株式-素材	1.71%	—	-2.16%
21	QCOM	Qualcomm INC	株式-IT	1.70%	—	-0.47%
22	JPM	Jpmorgan Chase & Co	株式-金融	1.69%	+0.36%	-1.72%
23	BSV	Vanguard Short-term Bond ETF	ETF-その他	1.59%	+1.24%	+7.85%
24	KHC	Kraft Heinz Co/the	株式-生活必需品	1.52%	-0.10%	+0.71%
25	CSCO	Cisco Systems INC	株式-IT	1.49%	+0.06%	-1.95%
26	DOV	Dover CORP	株式-資本財	1.46%	-0.09%	-2.22%
27	CNQ	Canadian Natural Resources	株式-エネルギー	1.22%	-0.51%	EXIT
28	VZ	Verizon Communications INC	株式-通信サービス	1.16%	+0.25%	-17.85%
29	AEP	American Electric Power Company, Inc.	株式-公益事業	1.15%	—	-0.94%
30	COST	Costco Wholesale CORP	株式-生活必需品	1.10%	+0.07%	-2.78%
31	KO	Coca-cola Co/the	株式-生活必需品	1.08%	—	—
32	CAT	Caterpillar INC	株式-資本財	1.05%	+0.35%	-2.91%
33	T	At&t INC	株式-通信サービス	1.03%	-0.04%	-53.90%
34	HDV	Ishares Core High Dividend E	ETF-その他	0.98%	—	-13.32%
35	MRK	Merck & Co. INC.	株式-ヘルスケア	0.87%	—	—
36	PM	Philip Morris International	株式-生活必需品	0.83%	-0.04%	—
37	DVN	Devon Energy CORP	株式-エネルギー	0.82%	-0.34%	EXIT
38	ABBNY	Abb Ltd-spon Adr	株式-資本財	0.81%	-0.01%	-2.26%
39	MO	Altria Group INC	株式-生活必需品	0.80%	-0.40%	EXIT
40	NVS	Novartis Ag-sponsored Adr	株式-ヘルスケア	0.80%	—	-10.24%
41	SCI	Service CORP International	株式-一般消費財	0.78%	—	—
42	RF	Regions Financial CORP	株式-金融	0.76%	-0.21%	-9.99%
43	DVY	Ishares Select Dividend ETF	ETF-その他	0.76%	—	—
44	ECL	Ecolab INC	株式-素材	0.69%	—	—
45	✓	Powershares Global ETF Trust	ETF-その他	0.69%	—	+6.73%
46	IYC	Ishares US Consumer Discreti	ETF-その他	0.68%	+0.05%	-2.13%
47	CVX	Chevron CORP	株式-エネルギー	0.67%	—	-6.48%
48	IYJ	Ishares U.s. Industrials ETF	ETF-その他	0.60%	-0.05%	-1.65%
49	✓		株式-その他	0.59%	—	—
50	IYK	Ishares US Consumer Staples	ETF-その他	0.56%	—	-0.86%

1–50 of 89

今四半期の持株変動

Peachtree Investment Advisors, Inc.がQ4 2016時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	KRE	Ss Spdr S&p Regional Bank	+0.4%	-1.78%	減少
2	JPM	Jpmorgan Chase & Co	+0.4%	-1.72%	減少
3	RF	Regions Financial CORP	+0.2%	-9.99%	減少
4	IYF	Ishares US Financials ETF	+0.2%	-1.62%	減少
5	DOW	Dow Chem Co	+0.1%	-2.16%	減少
6	HD	Home Depot INC	+0.1%	-0.58%	減少
7	MSFT	Microsoft CORP	+0.1%	-3.99%	減少
8	BSV	Vanguard Short-term Bond ETF	+0.1%	+7.85%	増加
9	TGT	Target CORP	+0.1%	-0.89%	減少
10	WFC	Wells Fargo & Co	+0.1%	—	変化なし
11	IVV	Ishares Core S&p 500 ETF	+0.1%	-1.25%	減少
12	AEP	American Electric Power Company, Inc.	+0.1%	-0.94%	減少
13	VLO	Valero Energy CORP	+0.1%	-7.33%	減少
14	MO	Altria Group INC	+0.1%	—	変化なし
15	CVX	Chevron CORP	+0.1%	-6.48%	減少
16	✓	Powershares Global ETF Trust	0%	+6.73%	増加
17	VAREUR	Varian Medical Systems INC	0%	—	変化なし
18	PM	Philip Morris International	-0.1%	—	変化なし
19	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-0.1%	-14.17%	減少
20	CNQ	Canadian Natural Resources	-0.1%	-4.17%	減少
21	MRK	Merck & Co. INC.	-0.1%	—	変化なし
22	LOW	Lowe's Cos INC	-0.1%	-2.14%	減少
23	ABBNY	Abb Ltd-spon Adr	-0.1%	-2.26%	減少
24	JNJ	Johnson & Johnson	-0.1%	-1.35%	減少
25	IYH	Ishares U.s. Healthcare ETF	-0.1%	-0.14%	減少
26	CSCO	Cisco Systems INC	-0.1%	-1.95%	減少
27	QCOM	Qualcomm INC	-0.1%	-0.47%	減少
28	INTC	Intel CORP	-0.1%	-1.68%	減少
29	HDV	Ishares Core High Dividend E	-0.1%	-13.32%	減少
30	PG	Procter & Gamble Co/the	-0.2%	-0.47%	減少
31	NVS	Novartis Ag-sponsored Adr	-0.2%	-10.24%	減少
32	VWO	Vanguard Ftse Emerging Marke	-0.2%	+0.98%	増加
33	AAPL	Apple INC	-0.2%	-7.42%	減少
34	VZ	Verizon Communications INC	-0.2%	-17.85%	減少
35	EMB	Ishares Jp Morgan Usd Emergi	-0.2%	-2.25%	減少
36	SCHF	Schwab Intl Equity ETF	-0.4%	-0.22%	減少
37	SO	Southern Co/the	-0.4%	-56.43%	減少
38	AGG	Ishares Core U.s. Aggregate	-0.5%	-10.43%	減少
39	T	At&t INC	-1.1%	-53.90%	減少
40	SCI	Service CORP International	—	NEW	新規購入
41	✓		—	NEW	新規購入
42	GPC	Genuine Parts Co	—	EXIT	全売却
43	EQR	Equity Residential	—	NEW	新規購入
44	SBUX	Starbucks CORP	—	NEW	新規購入
45	AVB	Avalonbay Communities INC	—	NEW	新規購入
46	DUK	Duke Energy CORP	—	NEW	新規購入
47	UNM	Unum Group	—	NEW	新規購入
48	IDU	Ishares US Utilities ETF	—	EXIT	全売却
49	KMB	Kimberly-clark CORP	—	EXIT	全売却
50	UTXZ	United Tech CORP	—	NEW	新規購入