Peachtree Investment Partners
Latest statistics and disclosures from Peachtree Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, LLY, VOO, V, and represent 48.23% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: SCHG, CTAS, IBM, FICO, RSG, TMO, IWY, CB, ABBV, AMGN.
- Started 18 new stock positions in VPU, IWN, IBM, FICO, IUSG, IUSV, IWY, VMBS, CB, RSG. AMGN, TMO, VTWO, SCHV, PGR, VFH, ABBV, AVGO.
- Reduced shares in these 10 stocks: MSFT, NVO, ADP, SPY, VOO, BA, COR, PEP, ACN, LLY.
- Sold out of its positions in AMLI, BA.
- Peachtree Investment Partners was a net buyer of stock by $1.1M.
- Peachtree Investment Partners has $266M in assets under management (AUM), dropping by 4.29%.
- Central Index Key (CIK): 0001743863
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Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 113 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.1 | $38M | 161k | 233.00 |
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| Microsoft Corporation (MSFT) | 13.9 | $37M | 86k | 430.30 |
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| Eli Lilly & Co. (LLY) | 9.2 | $25M | 28k | 885.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.8 | $15M | 29k | 527.67 |
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| Visa Com Cl A (V) | 5.2 | $14M | 50k | 274.95 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 5.2 | $14M | +7% | 132k | 104.18 |
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| Home Depot (HD) | 5.1 | $14M | 34k | 405.21 |
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| Costco Wholesale Corporation (COST) | 5.0 | $13M | 15k | 886.54 |
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| McKesson Corporation (MCK) | 2.7 | $7.1M | -2% | 14k | 494.42 |
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| Mastercard Incorporated Cl A (MA) | 2.6 | $7.0M | 14k | 493.79 |
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| TJX Companies (TJX) | 2.3 | $6.2M | +2% | 53k | 117.54 |
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| Amazon (AMZN) | 2.2 | $5.8M | 31k | 186.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $4.6M | -4% | 8.0k | 573.78 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $4.2M | 20k | 210.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $4.2M | -4% | 12k | 353.47 |
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| Automatic Data Processing (ADP) | 1.5 | $3.9M | -6% | 14k | 276.73 |
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| Northrop Grumman Corporation (NOC) | 1.2 | $3.3M | 6.2k | 528.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.1M | +4% | 6.8k | 460.26 |
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| NVIDIA Corporation (NVDA) | 1.1 | $3.0M | -4% | 25k | 121.44 |
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| Vanguard World Inf Tech Etf (VGT) | 1.1 | $2.9M | +6% | 4.9k | 586.55 |
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| AmerisourceBergen (COR) | 0.9 | $2.4M | -7% | 11k | 225.08 |
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| Stryker Corporation (SYK) | 0.7 | $1.8M | -3% | 5.0k | 361.24 |
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| Abbott Laboratories (ABT) | 0.6 | $1.7M | -6% | 15k | 114.01 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.6M | 9.7k | 162.06 |
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| McDonald's Corporation (MCD) | 0.6 | $1.6M | -7% | 5.1k | 304.50 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $1.5M | +2% | 22k | 67.85 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $1.4M | 21k | 66.52 |
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| UnitedHealth (UNH) | 0.5 | $1.3M | -4% | 2.2k | 584.72 |
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| Procter & Gamble Company (PG) | 0.5 | $1.3M | -3% | 7.3k | 173.20 |
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| Ross Stores (ROST) | 0.4 | $1.1M | +10% | 7.1k | 150.51 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.1M | 1.8k | 576.84 |
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| Nike CL B (NKE) | 0.4 | $1.1M | -9% | 12k | 88.40 |
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| Meta Platforms Cl A (META) | 0.4 | $1.0M | +9% | 1.8k | 572.34 |
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| Pepsi (PEP) | 0.4 | $1.0M | -16% | 6.0k | 170.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $833k | 2.9k | 283.17 |
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| Coca-Cola Company (KO) | 0.3 | $793k | -7% | 11k | 71.86 |
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| Cintas Corporation (CTAS) | 0.3 | $786k | +248% | 3.8k | 205.87 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $738k | +23% | 4.5k | 165.84 |
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| Marriott Intl Cl A (MAR) | 0.3 | $710k | -5% | 2.9k | 248.60 |
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| Eaton Corp SHS (ETN) | 0.2 | $646k | 1.9k | 331.44 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $608k | +27% | 1.0k | 584.34 |
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| L3harris Technologies (LHX) | 0.2 | $606k | 2.5k | 237.83 |
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| Rollins (ROL) | 0.2 | $599k | 12k | 50.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $582k | -17% | 9.3k | 62.32 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $572k | -52% | 4.8k | 119.07 |
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| International Business Machines (IBM) | 0.2 | $553k | NEW | 2.5k | 221.08 |
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| Monster Beverage Corp (MNST) | 0.2 | $547k | 11k | 52.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $547k | 3.3k | 167.19 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $547k | -12% | 4.7k | 117.22 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $535k | 1.4k | 375.43 |
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| First Horizon National Corporation (FHN) | 0.2 | $464k | 30k | 15.53 |
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| Honeywell International (HON) | 0.2 | $452k | -8% | 2.2k | 206.72 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $430k | -15% | 2.8k | 151.61 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $420k | 10k | 41.77 |
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| Merck & Co (MRK) | 0.2 | $412k | -6% | 3.6k | 113.55 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $402k | 2.0k | 200.85 |
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| American Express Company (AXP) | 0.1 | $382k | +57% | 1.4k | 271.16 |
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| Danaher Corporation (DHR) | 0.1 | $378k | 1.4k | 277.97 |
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| Fair Isaac Corporation (FICO) | 0.1 | $373k | NEW | 192.00 | 1943.52 |
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| Discover Financial Services (DFS) | 0.1 | $354k | 2.5k | 140.27 |
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| South State Corporation (SSB) | 0.1 | $347k | 3.6k | 97.17 |
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| Lowe's Companies (LOW) | 0.1 | $337k | -7% | 1.2k | 270.85 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $310k | +2% | 2.7k | 115.29 |
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| Yum! Brands (YUM) | 0.1 | $303k | -9% | 2.2k | 139.73 |
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| Norfolk Southern (NSC) | 0.1 | $294k | 1.2k | 248.49 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $289k | 5.2k | 55.29 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $288k | 3.6k | 79.29 |
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| Truist Financial Corp equities (TFC) | 0.1 | $288k | -6% | 6.7k | 42.77 |
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| Republic Services (RSG) | 0.1 | $282k | NEW | 1.4k | 200.81 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $282k | NEW | 455.00 | 619.01 |
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| Consolidated Edison (ED) | 0.1 | $277k | 2.7k | 104.12 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $273k | NEW | 1.2k | 220.05 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $267k | 3.6k | 73.67 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $262k | 814.00 | 321.88 |
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| Chubb (CB) | 0.1 | $261k | NEW | 906.00 | 288.42 |
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| Wp Carey (WPC) | 0.1 | $253k | 4.1k | 62.29 |
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| Anthem (ELV) | 0.1 | $249k | 478.00 | 520.15 |
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| Advanced Micro Devices (AMD) | 0.1 | $244k | +19% | 1.5k | 164.08 |
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| Abbvie (ABBV) | 0.1 | $243k | NEW | 1.2k | 197.55 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $240k | 1.2k | 206.56 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $234k | -11% | 370.00 | 631.82 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $232k | 3.1k | 75.12 |
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| Amgen (AMGN) | 0.1 | $207k | NEW | 642.00 | 322.18 |
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| Progressive Corporation (PGR) | 0.1 | $207k | NEW | 815.00 | 253.77 |
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| Broadcom (AVGO) | 0.1 | $203k | NEW | 1.2k | 172.43 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $166k | +4% | 1.8k | 91.92 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $139k | 490.00 | 283.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $118k | +13% | 1.4k | 84.53 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $106k | NEW | 610.00 | 174.05 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $80k | NEW | 1.0k | 80.37 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $72k | 514.00 | 139.60 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $50k | +35% | 265.00 | 189.89 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $41k | +22% | 242.00 | 167.57 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $37k | +47% | 165.00 | 221.16 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $35k | 700.00 | 50.60 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $33k | 104.00 | 314.95 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $31k | 650.00 | 47.52 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $20k | +2% | 84.00 | 237.18 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $13k | 50.00 | 260.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $12k | 32.00 | 383.94 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $12k | 41.00 | 279.71 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $11k | 57.00 | 198.61 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $11k | NEW | 67.00 | 166.82 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $9.6k | +3% | 122.00 | 78.80 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $8.9k | +4% | 127.00 | 70.43 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $7.8k | -16% | 67.00 | 116.96 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $6.0k | 72.00 | 83.50 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $4.8k | NEW | 44.00 | 109.91 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $2.3k | NEW | 24.00 | 95.50 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.2k | 19.00 | 117.32 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $2.0k | NEW | 15.00 | 131.93 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $715.000000 | NEW | 8.00 | 89.38 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $330.000300 | NEW | 7.00 | 47.14 |
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Past Filings by Peachtree Investment Partners
SEC 13F filings are viewable for Peachtree Investment Partners going back to 2018
- Peachtree Investment Partners 2024 Q3 filed Nov. 12, 2024
- Peachtree Investment Partners 2024 Q2 filed Aug. 12, 2024
- Peachtree Investment Partners 2024 Q1 filed May 10, 2024
- Peachtree Investment Partners 2023 Q4 filed Feb. 12, 2024
- Peachtree Investment Partners 2023 Q3 filed Nov. 13, 2023
- Peachtree Investment Partners 2023 Q2 filed Aug. 14, 2023
- Peachtree Investment Partners 2023 Q1 filed May 15, 2023
- Peachtree Investment Partners 2022 Q4 filed Feb. 14, 2023
- Peachtree Investment Partners 2022 Q3 filed Nov. 8, 2022
- Peachtree Investment Partners 2022 Q2 filed Aug. 16, 2022
- Peachtree Investment Partners 2022 Q1 filed June 8, 2022
- Peachtree Investment Partners 2021 Q4 filed Feb. 11, 2022
- Peachtree Investment Partners 2021 Q3 filed Nov. 8, 2021
- Peachtree Investment Partners 2021 Q2 filed July 27, 2021
- Peachtree Investment Partners 2021 Q1 filed May 5, 2021
- Peachtree Investment Partners 2020 Q4 filed Feb. 16, 2021