Peachtree Investment Partners

Latest statistics and disclosures from Peachtree Investment Partners's latest quarterly 13F-HR filing:

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Positions held by Peachtree Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 96 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.9 $21M -11% 162k 129.93
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Microsoft Corporation (MSFT) 10.3 $17M -7% 70k 239.82
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Home Depot (HD) 7.0 $11M 36k 315.86
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Visa Com Cl A (V) 7.0 $11M 55k 207.76
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Eli Lilly & Co. (LLY) 4.0 $6.5M +27% 18k 365.85
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Costco Wholesale Corporation (COST) 3.7 $6.0M -7% 13k 456.51
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Accenture Plc Ireland Shs Class A (ACN) 3.7 $6.0M 22k 266.84
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Northrop Grumman Corporation (NOC) 3.6 $5.9M +29% 11k 545.63
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Mastercard Incorporated Cl A (MA) 3.3 $5.4M 16k 347.74
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Automatic Data Processing (ADP) 3.0 $5.0M +2% 21k 238.85
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McKesson Corporation (MCK) 2.8 $4.7M +7% 12k 375.12
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TJX Companies (TJX) 2.8 $4.6M 58k 79.60
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UnitedHealth (UNH) 2.6 $4.3M -4% 8.1k 530.20
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.8 $3.0M -5% 53k 55.56
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Hershey Company (HSY) 1.8 $2.9M 13k 231.57
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Abbott Laboratories (ABT) 1.6 $2.6M -8% 24k 109.79
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Johnson & Johnson (JNJ) 1.5 $2.5M +9% 14k 176.65
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JPMorgan Chase & Co. (JPM) 1.5 $2.5M -2% 18k 134.10
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Nike CL B (NKE) 1.3 $2.1M 18k 117.01
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Genuine Parts Company (GPC) 1.2 $2.0M +96% 12k 173.50
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Pepsi (PEP) 1.2 $2.0M +43% 11k 180.66
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McDonald's Corporation (MCD) 1.2 $1.9M +2% 7.4k 263.53
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Anthem (ELV) 1.0 $1.6M 3.1k 512.90
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Merck & Co (MRK) 0.9 $1.5M +261% 13k 110.95
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Danaher Corporation (DHR) 0.8 $1.3M -16% 4.9k 265.40
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Procter & Gamble Company (PG) 0.8 $1.2M +3% 8.2k 151.56
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.1M -36% 3.0k 377.61
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Ross Stores (ROST) 0.7 $1.1M +2% 9.4k 116.07
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Abbvie (ABBV) 0.7 $1.1M +120% 6.7k 161.62
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Stryker Corporation (SYK) 0.6 $1.1M -3% 4.3k 244.50
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.0M 23k 44.81
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Cigna Corp (CI) 0.6 $939k +161% 2.8k 331.37
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Amazon (AMZN) 0.5 $854k -30% 10k 84.00
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L3harris Technologies (LHX) 0.5 $837k +18% 4.0k 208.20
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Coca-Cola Company (KO) 0.5 $801k -8% 13k 63.61
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First Horizon National Corporation (FHN) 0.4 $689k 28k 24.50
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Texas Instruments Incorporated (TXN) 0.4 $672k 4.1k 165.22
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Norfolk Southern (NSC) 0.4 $671k 2.7k 246.44
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Lockheed Martin Corporation (LMT) 0.4 $664k -5% 1.4k 486.35
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Lowe's Companies (LOW) 0.4 $651k NEW 3.3k 199.24
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $645k -5% 2.7k 241.85
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Bristol Myers Squibb (BMY) 0.4 $620k -20% 8.6k 71.95
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Rollins (ROL) 0.4 $619k -7% 17k 36.54
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Chevron Corporation (CVX) 0.4 $598k NEW 3.3k 179.50
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Consolidated Edison (ED) 0.4 $575k 6.0k 95.30
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Honeywell International (HON) 0.3 $553k +5% 2.6k 214.31
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $542k +551% 1.5k 368.21
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General Mills (GIS) 0.3 $531k NEW 6.3k 83.86
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Exxon Mobil Corporation (XOM) 0.3 $505k NEW 4.6k 110.30
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CSX Corporation (CSX) 0.3 $498k -10% 16k 30.98
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Unilever Spon Adr New (UL) 0.3 $454k NEW 9.0k 50.35
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T. Rowe Price (TROW) 0.3 $433k 4.0k 109.06
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AmerisourceBergen (ABC) 0.3 $425k NEW 2.6k 165.73
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Comcast Corp Cl A (CMCSA) 0.3 $422k 12k 34.97
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Novo-nordisk A S Adr (NVO) 0.2 $402k NEW 3.0k 135.34
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $386k 1.0k 382.49
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Cintas Corporation (CTAS) 0.2 $366k 810.00 451.87
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BlackRock (BLK) 0.2 $365k 515.00 709.24
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Yum! Brands (YUM) 0.2 $360k 2.8k 128.08
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Truist Financial Corp equities (TFC) 0.2 $357k NEW 8.3k 43.03
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Duke Energy Corp Com New (DUK) 0.2 $334k -4% 3.2k 102.99
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Travelers Companies (TRV) 0.2 $326k NEW 1.7k 187.48
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Avery Dennison Corporation (AVY) 0.2 $317k -22% 1.8k 181.00
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ConocoPhillips (COP) 0.2 $294k NEW 2.5k 118.00
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Pfizer (PFE) 0.2 $285k +19% 5.6k 51.24
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Flowers Foods (FLO) 0.2 $282k -16% 9.8k 28.74
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $273k 1.3k 214.24
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Waste Management (WM) 0.2 $271k 1.7k 156.90
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South State Corporation (SSB) 0.2 $271k 3.5k 76.36
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $270k 3.6k 74.22
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Schlumberger Com Stk (SLB) 0.2 $257k NEW 4.8k 53.46
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Discover Financial Services (DFS) 0.1 $245k 2.5k 97.83
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Live Oak Bancshares (LOB) 0.1 $227k 7.5k 30.20
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Mondelez Intl Cl A (MDLZ) 0.1 $221k -10% 3.3k 66.65
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $219k 2.9k 74.91
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $195k -4% 4.3k 45.15
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $192k 5.2k 36.93
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $185k 861.00 214.46
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $159k 2.3k 68.31
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Alphabet Cap Stk Cl C (GOOG) 0.1 $137k -13% 1.5k 88.72
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $97k 1.3k 74.47
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $67k -30% 760.00 88.23
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $60k -38% 799.00 75.52
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $55k -37% 505.00 107.97
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $35k 700.00 49.23
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $30k 650.00 45.65
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $27k 198.00 135.14
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $19k 110.00 174.36
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $16k 105.00 151.65
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $13k NEW 68.00 197.75
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $13k 60.00 210.52
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $12k NEW 226.00 51.79
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $8.1k -21% 56.00 144.57
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $7.1k NEW 94.00 75.93
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $6.5k NEW 94.00 68.91
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $4.6k 70.00 66.03
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Past Filings by Peachtree Investment Partners

SEC 13F filings are viewable for Peachtree Investment Partners going back to 2018