Peachtree Investment Advisors, Inc. — Q2 2018 13F保有銘柄

Name: Peachtree Investment Advisors, Inc. — 13F Holdings, Q2 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	13.63%	-0.64%	+11.74%
2	EMB	Ishares Jp Morgan Usd Emergi	ETF-その他	7.03%	-6.61%	EXIT
3	VWO	Vanguard Ftse Emerging Marke	ETF-新興国市場	6.60%	+1.45%	+11.83%
4	VB	Vanguard Small-cap ETF	ETF-その他	6.06%	-1.60%	+21.15%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	5.79%	+1.59%	+0.79%
6	BSV	Vanguard Short-term Bond ETF	ETF-その他	4.72%	+1.24%	+2.81%
7	AAPL	Apple INC	株式-IT	4.00%	-0.89%	+4.90%
8	MSFT	Microsoft CORP	株式-IT	3.23%	+0.03%	-0.17%
9	HD	Home Depot INC	株式-一般消費財	2.84%	-0.13%	-18.43%
10	IYW	Ishares Ustechnology ETF	ETF-テック型	2.70%	-0.14%	+12.73%
11	TXN	Texas Instruments INC	株式-IT	2.00%	+0.09%	+0.66%
12	LOW	Lowe's Cos INC	株式-一般消費財	1.97%	-0.09%	+1.12%
13	JNJ	Johnson & Johnson	株式-ヘルスケア	1.96%	—	-1.24%
14	IYF	Ishares US Financials ETF	ETF-その他	1.95%	—	+10.69%
15	KRE	Ss Spdr S&p Regional Bank	ETF-その他	1.77%	-0.31%	+2.06%
16	INTC	Intel CORP	株式-IT	1.73%	—	-0.02%
17	ITW	Illinois Tool Works	株式-資本財	1.67%	—	+2.78%
18	PG	Procter & Gamble Co/the	株式-生活必需品	1.65%	+0.49%	+1.75%
19	COST	Costco Wholesale CORP	株式-生活必需品	1.63%	+0.07%	+4.10%
20	JPM	Jpmorgan Chase & Co	株式-金融	1.58%	+0.36%	+7.04%
21	IYH	Ishares U.s. Healthcare ETF	ETF-その他	1.50%	—	+10.01%
22	DD	DuPont de Nemours, Inc.	株式-その他	1.43%	+0.06%	+2.75%
23	CSCO	Cisco Systems INC	株式-IT	1.37%	+0.06%	+2.74%
24	DOV	Dover CORP	株式-資本財	1.05%	-0.09%	+3.56%
25	VZ	Verizon Communications INC	株式-通信サービス	1.02%	+0.25%	+2.06%
26	CAT	Caterpillar INC	株式-資本財	0.98%	+0.35%	-6.92%
27	RF	Regions Financial CORP	株式-金融	0.93%	-0.21%	-1.51%
28	IYC	Ishares US Consumer Discreti	ETF-その他	0.85%	+0.05%	+12.73%
29	KHC	Kraft Heinz Co/the	株式-生活必需品	0.68%	-0.10%	+4.10%
30	CNQ	Canadian Natural Resources	株式-エネルギー	0.61%	-0.51%	EXIT
31	ADBE	Adobe INC	株式-IT	0.60%	-0.04%	—
32	ECL	Ecolab INC	株式-素材	0.60%	—	—
33	MRK	Merck & Co. INC.	株式-ヘルスケア	0.60%	—	-6.88%
34	KO	Coca-cola Co/the	株式-生活必需品	0.57%	—	-10.05%
35	NVS	Novartis Ag-sponsored Adr	株式-ヘルスケア	0.55%	—	+13.81%
36	XOM	Exxon Mobil CORP	株式-エネルギー	0.53%	-0.02%	+10.79%
37	SYK	Stryker CORP	株式-ヘルスケア	0.48%	—	—
38	DVY	Ishares Select Dividend ETF	ETF-その他	0.47%	—	-1.78%
39	T	At&t INC	株式-通信サービス	0.47%	-0.04%	-3.51%
40	PM	Philip Morris International	株式-生活必需品	0.45%	-0.04%	-4.04%
41	MO	Altria Group INC	株式-生活必需品	0.45%	-0.40%	EXIT
42	ABBNY	Abb Ltd-spon Adr	株式-資本財	0.44%	-0.01%	-0.11%
43	SRLN	Ss Blackstone Sr Loan ETF	ETF-その他	0.43%	-0.09%	+0.72%
44	AGG	Ishares Core U.s. Aggregate	ETF-その他	0.42%	-0.39%	EXIT
45	CVX	Chevron CORP	株式-エネルギー	0.41%	—	—
46	IYJ	Ishares U.s. Industrials ETF	ETF-その他	0.41%	-0.05%	-1.51%
47	VLO	Valero Energy CORP	株式-エネルギー	0.41%	-0.10%	—
48	PFE	Pfizer INC	株式-ヘルスケア	0.40%	+0.19%	+11.15%
49	DVN	Devon Energy CORP	株式-エネルギー	0.38%	-0.34%	EXIT
50	SCHB	Schwab US Broad Market ETF	ETF-その他	0.37%	—	+1.58%

1–50 of 73

今四半期の持株変動

Peachtree Investment Advisors, Inc.がQ2 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	VB	Vanguard Small-cap ETF	+1.2%	+21.15%	増加
2	SCHF	Schwab Intl Equity ETF	+0.7%	+11.74%	増加
3	AAPL	Apple INC	+0.4%	+4.90%	増加
4	IYW	Ishares Ustechnology ETF	+0.4%	+12.73%	増加
5	COST	Costco Wholesale CORP	+0.2%	+4.10%	増加
6	IYH	Ishares U.s. Healthcare ETF	+0.1%	+10.01%	増加
7	MSFT	Microsoft CORP	+0.1%	-0.17%	減少
8	LOW	Lowe's Cos INC	+0.1%	+1.12%	増加
9	DVN	Devon Energy CORP	+0.1%	+8.98%	増加
10	IYF	Ishares US Financials ETF	+0.1%	+10.69%	増加
11	IYC	Ishares US Consumer Discreti	+0.1%	+12.73%	増加
12	XOM	Exxon Mobil CORP	+0.1%	+10.79%	増加
13	TXN	Texas Instruments INC	+0.1%	+0.66%	増加
14	VLO	Valero Energy CORP	+0.1%	—	変化なし
15	ADBE	Adobe INC	+0.1%	—	変化なし
16	VZ	Verizon Communications INC	0%	+2.06%	増加
17	DD	DuPont de Nemours, Inc.	0%	+2.75%	増加
18	PFE	Pfizer INC	0%	+11.15%	増加
19	CNQ	Canadian Natural Resources	0%	-5.27%	減少
20	CL	Colgate-palmolive Co	0%	+25.40%	増加
21	CVX	Chevron CORP	0%	—	変化なし
22	EMB	Ishares Jp Morgan Usd Emergi	0%	+9.83%	増加
23	NVS	Novartis Ag-sponsored Adr	0%	+13.81%	増加
24	KHC	Kraft Heinz Co/the	0%	+4.10%	増加
25	IVV	Ishares Core S&p 500 ETF	0%	+0.79%	増加
26	KRE	Ss Spdr S&p Regional Bank	0%	+2.06%	増加
27	CSCO	Cisco Systems INC	0%	+2.74%	増加
28	QCOM	Qualcomm INC	0%	-13.31%	減少
29	BSV	Vanguard Short-term Bond ETF	-0.1%	+2.81%	増加
30	MMM	3m Co	-0.1%	-3.60%	減少
31	ABBNY	Abb Ltd-spon Adr	-0.1%	-0.11%	減少
32	RTN1USD	Raytheon Company	-0.1%	—	変化なし
33	VAREUR	Varian Medical Systems INC	-0.1%	-1.94%	減少
34	NOC	Northrop Grumman CORP	-0.1%	-2.94%	減少
35	MO	Altria Group INC	-0.1%	-3.00%	減少
36	KO	Coca-cola Co/the	-0.1%	-10.05%	減少
37	T	At&t INC	-0.1%	-3.51%	減少
38	RF	Regions Financial CORP	-0.1%	-1.51%	減少
39	PM	Philip Morris International	-0.2%	-4.04%	減少
40	INTC	Intel CORP	-0.2%	-0.02%	減少
41	CAT	Caterpillar INC	-0.2%	-6.92%	減少
42	JNJ	Johnson & Johnson	-0.2%	-1.24%	減少
43	VWO	Vanguard Ftse Emerging Marke	-0.2%	+11.83%	増加
44	ITW	Illinois Tool Works	-0.2%	+2.78%	増加
45	DOV	Dover CORP	-0.4%	+3.56%	増加
46	HD	Home Depot INC	-0.5%	-18.43%	減少
47	✓	Powershares Qqq Trust Ser 1	—	EXIT	全売却
48	✓	Powershares Global ETF Trust	—	EXIT	全売却
49	EFA	Ishares Msci Eafe ETF	—	EXIT	全売却
50	CVS	Cvs Health CORP	—	EXIT	全売却