PEACHTREE INVESTMENT ADVISORS, INC. Information

3455 PEACHTREE ROAD, ATLANTA, Georgia, 30326, (404) 604-3400

Report Date: 06/30/2015

Position Statistics

Total Positions 347
New Positions 5
Increased Positions 72
Decreased Positions 89
Positions with Activity 161
Sold Out Positions 23
Total Mkt Value (in $ millions) 174

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.55%
Capital Goods 1.16%
Conglomerates 0%
Consumer Cyclical 0.94%
Consumer/Non-Cyclical 4.76%
Energy 5.19%
Financial 59.53%
Healthcare 4.46%
Services 10.54%
Technology 9.67%
Transportation 0.32%
Utilities 0.92%

347 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 42,145 New 200
ISHARES EAFE VALUE ETF 7,773 -2,643 (25.37) 149,893
ISHARES TR CORE US AGGBD ET 5,830 -822 (12.36) 53,361
EXXON MOBIL CORP COM 4,712 -36 (0.75) 59,452
BB&T CORP COM 4,359 -507 (10.42) 107,738
APPLE INC COM 4,012 -1,198 (22.99) 32,682
ISHARES TR CORE S&P500 ETF 3,263 1,018 45.34 15,688
SCHWAB STRATEGIC TR INTL EQTY ETF 2,934 863 41.70 97,437
HOME DEPOT INC COM 2,441 270 12.46 21,590
ISHARES TR MSCI EAFE ETF 2,398 -358 (12.97) 37,818
MICROSOFT CORP COM 2,295 102 4.65 50,604
REGIONS FINL CORP NEW COM 2,178 -100 (4.4) 209,197
AT&T INC COM 2,128 -94 (4.25) 61,994
BANK AMER CORP COM 2,099 -3 (0.13) 118,809
LOWES COS INC COM 2,083 211 11.24 31,070
ISHARES TR MSCI EMG MKT ETF 2,007 184 10.12 55,196
JOHNSON & JOHNSON COM 1,944 71 3.81 19,778
PROCTER & GAMBLE CO COM 1,882 161 9.36 23,537
TARGET CORP COM 1,841 166 9.89 23,163
ISHARES TR CORE HIGH DV ETF 1,718 -196 (10.24) 23,343