Peachtree Investment Partners as of June 30, 2021
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 94 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.5 | $28M | 203k | 136.96 | |
| Microsoft Corporation (MSFT) | 11.5 | $24M | 87k | 270.90 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 9.0 | $18M | 126k | 145.96 | |
| Visa Com Cl A (V) | 7.4 | $15M | 65k | 233.82 | |
| Mastercard Incorporated Cl A (MA) | 7.1 | $15M | 40k | 365.09 | |
| Home Depot (HD) | 5.1 | $11M | 33k | 318.90 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.2 | $6.5M | 22k | 294.79 | |
| Amazon (AMZN) | 2.6 | $5.3M | 1.5k | 3440.24 | |
| Paypal Holdings (PYPL) | 2.0 | $4.1M | 14k | 291.50 | |
| TJX Companies (TJX) | 1.9 | $4.0M | 59k | 67.41 | |
| Global Payments (GPN) | 1.9 | $4.0M | 21k | 187.53 | |
| Costco Wholesale Corporation (COST) | 1.8 | $3.7M | 9.3k | 395.73 | |
| Northrop Grumman Corporation (NOC) | 1.6 | $3.3M | 9.2k | 363.44 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $3.0M | 14k | 222.81 | |
| Automatic Data Processing (ADP) | 1.5 | $3.0M | 15k | 198.64 | |
| Lockheed Martin Corporation (LMT) | 1.5 | $3.0M | 7.9k | 378.37 | |
| Nike CL B (NKE) | 1.5 | $3.0M | 19k | 154.48 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.9M | 19k | 155.56 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $2.7M | 4.7k | 585.59 | |
| Abbott Laboratories (ABT) | 1.2 | $2.6M | 22k | 115.94 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.2 | $2.4M | 23k | 104.29 | |
| Vanguard World Mega Grwth Ind (MGK) | 1.0 | $2.0M | 8.4k | 231.35 | |
| Zoetis Cl A (ZTS) | 0.9 | $1.9M | 10k | 186.37 | |
| Texas Instruments Incorporated (TXN) | 0.9 | $1.9M | 10k | 192.26 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.9M | 12k | 164.78 | |
| UnitedHealth (UNH) | 0.9 | $1.8M | 4.4k | 400.45 | |
| Ross Stores (ROST) | 0.8 | $1.7M | 14k | 123.99 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.8 | $1.5M | 36k | 42.67 | |
| McDonald's Corporation (MCD) | 0.7 | $1.5M | 6.5k | 230.95 | |
| Avery Dennison Corporation (AVY) | 0.7 | $1.5M | 7.0k | 210.16 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.3M | 4.8k | 271.43 | |
| Stryker Corporation (SYK) | 0.6 | $1.3M | 4.9k | 259.80 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | 4.8k | 229.63 | |
| Walt Disney Company (DIS) | 0.5 | $1.0M | 5.9k | 175.75 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.0M | 3.8k | 268.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $936k | 2.2k | 428.18 | |
| Rollins (ROL) | 0.4 | $858k | 25k | 34.21 | |
| Danaher Corporation (DHR) | 0.4 | $851k | 3.2k | 268.29 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $814k | 7.8k | 103.95 | |
| T. Rowe Price (TROW) | 0.4 | $785k | 4.0k | 197.93 | |
| Procter & Gamble Company (PG) | 0.4 | $773k | 5.7k | 134.86 | |
| Norfolk Southern (NSC) | 0.4 | $721k | 2.7k | 265.56 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $684k | 12k | 57.00 | |
| L3harris Technologies (LHX) | 0.3 | $669k | 3.1k | 216.22 | |
| S&p Global (SPGI) | 0.3 | $667k | 1.6k | 410.46 | |
| Coca-Cola Company (KO) | 0.3 | $660k | 12k | 54.09 | |
| NVIDIA Corporation (NVDA) | 0.3 | $608k | 760.00 | 800.00 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $558k | 1.4k | 398.86 | |
| Honeywell International (HON) | 0.3 | $527k | 2.4k | 219.31 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.3 | $523k | 5.7k | 91.96 | |
| Boeing Company (BA) | 0.3 | $522k | 2.2k | 239.45 | |
| Pepsi (PEP) | 0.3 | $522k | 3.5k | 148.13 | |
| First Horizon National Corporation (FHN) | 0.2 | $486k | 28k | 17.28 | |
| BlackRock (BLK) | 0.2 | $469k | 536.00 | 875.00 | |
| Facebook Cl A (META) | 0.2 | $437k | 1.3k | 347.93 | |
| Consolidated Edison (ED) | 0.2 | $411k | 5.7k | 71.72 | |
| Bank of America Corporation (BAC) | 0.2 | $375k | 9.1k | 41.29 | |
| Yum! Brands (YUM) | 0.2 | $332k | 2.9k | 115.00 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $320k | 3.2k | 99.47 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $319k | 3.2k | 98.76 | |
| CSX Corporation (CSX) | 0.2 | $316k | 9.9k | 32.07 | |
| Nasdaq Omx (NDAQ) | 0.2 | $308k | 1.8k | 175.80 | |
| Wal-Mart Stores (WMT) | 0.1 | $307k | 2.2k | 141.02 | |
| Discover Financial Services (DFS) | 0.1 | $296k | 2.5k | 118.40 | |
| Cintas Corporation (CTAS) | 0.1 | $293k | 766.00 | 382.51 | |
| South State Corporation (SSB) | 0.1 | $290k | 3.5k | 81.71 | |
| Bristol Myers Squibb (BMY) | 0.1 | $268k | 4.0k | 66.92 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $268k | 860.00 | 311.63 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $258k | 3.4k | 75.57 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $251k | 2.9k | 85.96 | |
| salesforce (CRM) | 0.1 | $250k | 1.0k | 243.90 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $246k | 3.1k | 80.03 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $239k | 3.0k | 80.99 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $232k | 3.7k | 62.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $207k | 1.7k | 120.21 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $195k | 2.1k | 94.84 | |
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.1 | $163k | 10k | 16.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $158k | 63.00 | 2507.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $156k | 64.00 | 2437.50 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $140k | 1.1k | 133.08 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $74k | 322.00 | 229.81 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $44k | 102.00 | 431.37 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $40k | 700.00 | 57.14 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $35k | 650.00 | 53.85 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $28k | 252.00 | 111.11 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $28k | 198.00 | 141.41 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $21k | 54.00 | 388.89 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $19k | 248.00 | 76.61 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $19k | 168.00 | 113.10 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $15k | 60.00 | 250.00 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $11k | 44.00 | 250.00 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $10k | 71.00 | 140.85 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $6.0k | 84.00 | 71.43 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $0 | 6.00 | 0.00 |
