Peachtree Investment Advisors, Inc. — Q1 2018 13F保有銘柄

Name: Peachtree Investment Advisors, Inc. — 13F Holdings, Q1 2018
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	12.90%	-0.64%	+8.72%
2	EMB	Ishares Jp Morgan Usd Emergi	ETF-その他	7.02%	-6.61%	EXIT
3	VWO	Vanguard Ftse Emerging Marke	ETF-新興国市場	6.81%	+1.45%	+7.10%
4	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	5.80%	+1.59%	-7.22%
5	VB	Vanguard Small-cap ETF	ETF-その他	4.90%	-1.60%	—
6	BSV	Vanguard Short-term Bond ETF	ETF-その他	4.77%	+1.24%	+5.99%
7	AAPL	Apple INC	株式-IT	3.59%	-0.89%	-9.05%
8	HD	Home Depot INC	株式-一般消費財	3.31%	-0.13%	-6.00%
9	MSFT	Microsoft CORP	株式-IT	3.11%	+0.03%	-7.52%
10	IYW	Ishares Ustechnology ETF	ETF-テック型	2.35%	-0.14%	+8.15%
11	JNJ	Johnson & Johnson	株式-ヘルスケア	2.17%	—	-1.55%
12	TXN	Texas Instruments INC	株式-IT	1.94%	+0.09%	-11.64%
13	ITW	Illinois Tool Works	株式-資本財	1.90%	—	-5.66%
14	INTC	Intel CORP	株式-IT	1.88%	—	-10.04%
15	LOW	Lowe's Cos INC	株式-一般消費財	1.85%	-0.09%	-1.90%
16	IYF	Ishares US Financials ETF	ETF-その他	1.84%	—	+6.76%
17	KRE	Ss Spdr S&p Regional Bank	ETF-その他	1.78%	-0.31%	-5.13%
18	PG	Procter & Gamble Co/the	株式-生活必需品	1.71%	+0.49%	+3.11%
19	JPM	Jpmorgan Chase & Co	株式-金融	1.61%	+0.36%	-3.05%
20	COST	Costco Wholesale CORP	株式-生活必需品	1.47%	+0.07%	-9.32%
21	DOV	Dover CORP	株式-資本財	1.41%	-0.09%	-6.05%
22	DD	DuPont de Nemours, Inc.	株式-その他	1.40%	+0.06%	-6.60%
23	CSCO	Cisco Systems INC	株式-IT	1.38%	+0.06%	-12.61%
24	IYH	Ishares U.s. Healthcare ETF	ETF-その他	1.37%	—	+6.38%
25	CAT	Caterpillar INC	株式-資本財	1.18%	+0.35%	-12.40%
26	RF	Regions Financial CORP	株式-金融	1.02%	-0.21%	—
27	VZ	Verizon Communications INC	株式-通信サービス	0.98%	+0.25%	+2.59%
28	IYC	Ishares US Consumer Discreti	ETF-その他	0.74%	+0.05%	+15.82%
29	KHC	Kraft Heinz Co/the	株式-生活必需品	0.67%	-0.10%	+1.88%
30	KO	Coca-cola Co/the	株式-生活必需品	0.65%	—	-1.56%
31	ECL	Ecolab INC	株式-素材	0.61%	—	—
32	PM	Philip Morris International	株式-生活必需品	0.60%	-0.04%	-11.50%
33	MRK	Merck & Co. INC.	株式-ヘルスケア	0.59%	—	—
34	CNQ	Canadian Natural Resources	株式-エネルギー	0.58%	-0.51%	EXIT
35	T	At&t INC	株式-通信サービス	0.56%	-0.04%	-19.32%
36	ADBE	Adobe INC	株式-IT	0.55%	-0.04%	—
37	NVS	Novartis Ag-sponsored Adr	株式-ヘルスケア	0.54%	—	+11.69%
38	MO	Altria Group INC	株式-生活必需品	0.53%	-0.40%	EXIT
39	ABBNY	Abb Ltd-spon Adr	株式-資本財	0.49%	-0.01%	+4.33%
40	DVY	Ishares Select Dividend ETF	ETF-その他	0.48%	—	-11.06%
41	SYK	Stryker CORP	株式-ヘルスケア	0.48%	—	—
42	AGG	Ishares Core U.s. Aggregate	ETF-その他	0.45%	-0.39%	EXIT
43	NOC	Northrop Grumman CORP	株式-資本財	0.45%	-0.05%	—
44	SRLN	Ss Blackstone Sr Loan ETF	ETF-その他	0.45%	-0.09%	+1.09%
45	XOM	Exxon Mobil CORP	株式-エネルギー	0.44%	-0.02%	+30.37%
46	IYJ	Ishares U.s. Industrials ETF	ETF-その他	0.43%	-0.05%	-22.01%
47	✓	Powershares Qqq Trust Ser 1	株式-その他	0.42%	—	—
48	CVX	Chevron CORP	株式-エネルギー	0.39%	—	-11.43%
49	PFE	Pfizer INC	株式-ヘルスケア	0.37%	+0.19%	+26.00%
50	SCHB	Schwab US Broad Market ETF	ETF-その他	0.36%	—	+7.21%

1–50 of 77

今四半期の持株変動

Peachtree Investment Advisors, Inc.がQ1 2018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	EMB	Ishares Jp Morgan Usd Emergi	+0.8%	+17.49%	増加
2	SCHF	Schwab Intl Equity ETF	+0.7%	+8.72%	増加
3	VWO	Vanguard Ftse Emerging Marke	+0.5%	+7.10%	増加
4	IYW	Ishares Ustechnology ETF	+0.2%	+8.15%	増加
5	BSV	Vanguard Short-term Bond ETF	+0.2%	+5.99%	増加
6	IYC	Ishares US Consumer Discreti	+0.1%	+15.82%	増加
7	CL	Colgate-palmolive Co	+0.1%	+55.57%	増加
8	ADBE	Adobe INC	+0.1%	—	変化なし
9	PFE	Pfizer INC	+0.1%	+26.00%	増加
10	IYF	Ishares US Financials ETF	+0.1%	+6.76%	増加
11	RF	Regions Financial CORP	+0.1%	—	変化なし
12	IYH	Ishares U.s. Healthcare ETF	+0.1%	+6.38%	増加
13	XOM	Exxon Mobil CORP	+0.1%	+30.37%	増加
14	NOC	Northrop Grumman CORP	+0.1%	—	変化なし
15	RTN1USD	Raytheon Company	0%	—	変化なし
16	IWF	Ishares Russell 1000 Growth	-0.1%	-15.89%	減少
17	ORCL	Oracle CORP	-0.1%	-11.32%	減少
18	KO	Coca-cola Co/the	-0.1%	-1.56%	減少
19	UPS	United Parcel Service-cl B	-0.1%	—	変化なし
20	AGG	Ishares Core U.s. Aggregate	-0.1%	-11.90%	減少
21	DVY	Ishares Select Dividend ETF	-0.1%	-11.06%	減少
22	KRE	Ss Spdr S&p Regional Bank	-0.1%	-5.13%	減少
23	CVX	Chevron CORP	-0.1%	-11.43%	減少
24	VZ	Verizon Communications INC	-0.1%	+2.59%	増加
25	DVN	Devon Energy CORP	-0.1%	-8.40%	減少
26	HON	Honeywell International INC	-0.1%	-37.11%	減少
27	PM	Philip Morris International	-0.1%	-11.50%	減少
28	AEP	American Electric Power Company, Inc.	-0.2%	-22.44%	減少
29	IYJ	Ishares U.s. Industrials ETF	-0.2%	-22.01%	減少
30	COST	Costco Wholesale CORP	-0.2%	-9.32%	減少
31	QCOM	Qualcomm INC	-0.2%	-25.47%	減少
32	DOV	Dover CORP	-0.2%	-6.05%	減少
33	HDV	Ishares Core High Dividend E	-0.2%	-45.62%	減少
34	KHC	Kraft Heinz Co/the	-0.2%	+1.88%	増加
35	MO	Altria Group INC	-0.2%	-15.07%	減少
36	LOW	Lowe's Cos INC	-0.2%	-1.90%	減少
37	T	At&t INC	-0.2%	-19.32%	減少
38	PG	Procter & Gamble Co/the	-0.2%	+3.11%	増加
39	ITW	Illinois Tool Works	-0.3%	-5.66%	減少
40	JNJ	Johnson & Johnson	-0.3%	-1.55%	減少
41	CAT	Caterpillar INC	-0.3%	-12.40%	減少
42	DD	DuPont de Nemours, Inc.	-0.3%	-6.60%	減少
43	TXN	Texas Instruments INC	-0.3%	-11.64%	減少
44	CNQ	Canadian Natural Resources	-0.4%	-31.12%	減少
45	AAPL	Apple INC	-0.5%	-9.05%	減少
46	HD	Home Depot INC	-0.5%	-6.00%	減少
47	IVV	Ishares Core S&p 500 ETF	-0.6%	-7.22%	減少
48	✓	Powershares Global ETF Trust	-0.7%	-77.28%	減少
49	VB	Vanguard Small-cap ETF	—	NEW	新規購入
50	LLY	Eli Lilly & Co	—	EXIT	全売却