PEACHTREE INVESTMENT ADVISORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 383
New Positions 3
Increased Positions 82
Decreased Positions 115
Positions with Activity 197
Sold Out Positions 40
Total Mkt Value (in $ millions) 179

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

Sector Weighting

Basic Materials 1.43%
Capital Goods 1.1%
Conglomerates 0%
Consumer Cyclical 1.49%
Consumer/Non-Cyclical 4.47%
Energy 5.52%
Financial 60.55%
Healthcare 4.24%
Services 10.25%
Technology 9.37%
Transportation 0.33%
Utilities 0.93%

383 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 41,185 New 200
ISHARES EAFE VALUE ETF 10,593 -2,135 (16.78) 200,853
ISHARES TR CORE US AGGBD ET 6,603 -991 (13.05) 60,887
APPLE INC COM 5,366 1,663 44.91 42,437
EXXON MOBIL CORP COM 4,980 93 1.91 59,900
BB&T CORP COM 4,856 New 120,264
ISHARES TR MSCI EAFE ETF 2,780 -402 (12.62) 43,456
AT&T INC COM 2,300 -95 (3.95) 64,366
ISHARES TR CORE S&P500 ETF 2,252 1,357 151.78 10,794
REGIONS FINL CORP NEW COM 2,247 2 .07 218,823
MICROSOFT CORP COM 2,147 415 23.97 48,354
HOME DEPOT INC COM 2,140 419 24.33 19,198
SCHWAB STRATEGIC TR INTL EQTY ETF 2,109 2,070 5,357.30 68,762
BANK AMER CORP COM 2,026 3 .15 118,961
ISHARES TR MSCI EMG MKT ETF 1,994 1,239 163.94 50,125
ISHARES TR CORE HIGH DV ETF 1,928 -241 (11.12) 26,007
JOHNSON & JOHNSON COM 1,876 19 1.01 19,053
LOWES COS INC COM 1,863 429 29.94 27,930
TARGET CORP COM 1,734 483 38.60 21,078
PROCTER & GAMBLE CO COM 1,720 515 42.73 21,522