PEACHTREE INVESTMENT ADVISORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 382
New Positions 3
Increased Positions 82
Decreased Positions 114
Positions with Activity 196
Sold Out Positions 40
Total Mkt Value (in $ millions) 185

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

Sector Weighting

Basic Materials 1.47%
Capital Goods 1.09%
Conglomerates 0%
Consumer Cyclical 1.47%
Consumer/Non-Cyclical 4.99%
Energy 5.83%
Financial 60.45%
Healthcare 4.04%
Services 9.81%
Technology 9.29%
Transportation 0.34%
Utilities 0.93%

382 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 43,600 New 200
ISHARES EAFE VALUE ETF 11,051 -2,227 (16.78) 200,853
ISHARES TR CORE US AGGBD ET 6,699 -1,005 (13.05) 60,887
APPLE INC COM 5,339 1,655 44.91 42,437
EXXON MOBIL CORP COM 5,308 99 1.91 59,900
BB&T CORP COM 4,687 New 120,264
ISHARES TR MSCI EAFE ETF 2,876 -415 (12.62) 43,456
MICROSOFT CORP COM 2,302 445 23.97 48,354
ISHARES TR CORE S&P500 ETF 2,270 1,369 151.78 10,794
AT&T INC COM 2,170 -89 (3.95) 64,366
REGIONS FINL CORP NEW COM 2,169 2 .07 218,823
SCHWAB STRATEGIC TR INTL EQTY ETF 2,152 2,113 5,357.30 68,762
ISHARES TR MSCI EMG MKT ETF 2,151 1,336 163.94 50,125
HOME DEPOT INC COM 2,075 406 24.33 19,198
ISHARES TR CORE HIGH DV ETF 1,994 -250 (11.12) 26,007
LOWES COS INC COM 1,967 453 29.94 27,930
BANK AMER CORP COM 1,945 3 .15 118,961
JOHNSON & JOHNSON COM 1,896 19 1.01 19,053
PROCTER & GAMBLE CO COM 1,723 516 42.73 21,522
TARGET CORP COM 1,665 464 38.60 21,078


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