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, V, VOO, and represent 46.57% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$13M), SCHG, SPY, JPM, MSFT, COR, AMZN, COST, MCK, HD.
- Started 5 new stock positions in LOB, SPY, MDLZ, QQQM, MGK.
- Reduced shares in these 10 stocks: BRK.B, AAPL, HSY, LLY, ETN, , BMY, LOW, SLB, JNJ.
- Sold out of its positions in BMY, ORCL, SLB.
- Peachtree Investment Partners was a net buyer of stock by $25M.
- Peachtree Investment Partners has $244M in assets under management (AUM), dropping by 24.43%.
- Central Index Key (CIK): 0001743863
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Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 104 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.1 | $35M | -2% | 179k | 192.53 |
|
| Microsoft Corporation (MSFT) | 13.7 | $33M | +4% | 89k | 376.04 |
|
| Eli Lilly & Co. (LLY) | 7.3 | $18M | -2% | 31k | 582.91 |
|
| Visa Com Cl A (V) | 5.8 | $14M | 54k | 260.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.7 | $14M | +1159% | 32k | 436.80 |
|
| Home Depot (HD) | 5.2 | $13M | +3% | 36k | 346.55 |
|
| Costco Wholesale Corporation (COST) | 4.3 | $11M | +7% | 16k | 660.09 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.9 | $9.4M | +79% | 114k | 82.96 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 3.2 | $7.8M | 22k | 350.90 |
|
|
| McKesson Corporation (MCK) | 3.1 | $7.6M | +9% | 16k | 462.97 |
|
| Mastercard Incorporated Cl A (MA) | 2.7 | $6.6M | 16k | 426.51 |
|
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| TJX Companies (TJX) | 2.2 | $5.3M | 56k | 93.81 |
|
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| Amazon (AMZN) | 2.1 | $5.0M | +32% | 33k | 151.94 |
|
| Automatic Data Processing (ADP) | 1.8 | $4.5M | -2% | 19k | 232.97 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $4.1M | NEW | 8.6k | 475.31 |
|
| Northrop Grumman Corporation (NOC) | 1.6 | $3.9M | 8.3k | 468.15 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $3.8M | +81% | 22k | 170.10 |
|
| UnitedHealth (UNH) | 1.4 | $3.4M | +6% | 6.4k | 526.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.3M | -31% | 6.5k | 356.66 |
|
| AmerisourceBergen (COR) | 0.9 | $2.3M | +122% | 11k | 205.38 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.9 | $2.2M | +4% | 4.5k | 484.03 |
|
| Abbott Laboratories (ABT) | 0.9 | $2.2M | -5% | 20k | 110.07 |
|
| McDonald's Corporation (MCD) | 0.8 | $2.1M | 6.9k | 296.51 |
|
|
| Nike CL B (NKE) | 0.8 | $1.8M | 17k | 108.57 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $1.7M | -9% | 11k | 156.74 |
|
| Stryker Corporation (SYK) | 0.6 | $1.5M | 5.1k | 299.48 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $1.4M | +4% | 25k | 55.67 |
|
| Ross Stores (ROST) | 0.5 | $1.2M | 9.0k | 138.39 |
|
|
| Pepsi (PEP) | 0.5 | $1.2M | -7% | 7.1k | 169.83 |
|
| Procter & Gamble Company (PG) | 0.5 | $1.1M | 7.6k | 146.54 |
|
|
| Lowe's Companies (LOW) | 0.4 | $884k | -24% | 4.0k | 222.57 |
|
| Danaher Corporation (DHR) | 0.3 | $834k | 3.6k | 231.32 |
|
|
| Hershey Company (HSY) | 0.3 | $809k | -47% | 4.3k | 186.43 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $779k | 3.3k | 237.23 |
|
|
| Rollins (ROL) | 0.3 | $737k | -4% | 17k | 43.67 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $734k | +89% | 2.4k | 303.19 |
|
| Coca-Cola Company (KO) | 0.3 | $720k | -3% | 12k | 58.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $716k | -3% | 2.6k | 277.12 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $697k | 4.1k | 170.46 |
|
|
| L3harris Technologies (LHX) | 0.3 | $680k | -2% | 3.2k | 210.62 |
|
| Cintas Corporation (CTAS) | 0.3 | $645k | +26% | 1.1k | 602.82 |
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| Norfolk Southern (NSC) | 0.3 | $639k | 2.7k | 236.42 |
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| NVIDIA Corporation (NVDA) | 0.2 | $577k | +32% | 1.2k | 495.42 |
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| Anthem (ELV) | 0.2 | $562k | 1.2k | 471.51 |
|
|
| CSX Corporation (CSX) | 0.2 | $547k | -3% | 16k | 34.67 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $518k | -2% | 12k | 43.85 |
|
| Consolidated Edison (ED) | 0.2 | $512k | -4% | 5.6k | 90.97 |
|
| Honeywell International (HON) | 0.2 | $502k | 2.4k | 209.73 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $502k | +142% | 8.9k | 56.40 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $496k | +84% | 2.2k | 225.50 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $464k | NEW | 2.8k | 168.54 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $439k | -8% | 3.1k | 139.69 |
|
| Monster Beverage Corp (MNST) | 0.2 | $435k | 7.6k | 57.61 |
|
|
| Merck & Co (MRK) | 0.2 | $435k | -21% | 4.0k | 109.03 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $426k | -4% | 940.00 | 453.05 |
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| First Horizon National Corporation (FHN) | 0.2 | $423k | 30k | 14.16 |
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| Genuine Parts Company (GPC) | 0.2 | $423k | 3.1k | 138.51 |
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| BlackRock (BLK) | 0.2 | $418k | 515.00 | 811.67 |
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| T. Rowe Price (TROW) | 0.2 | $396k | -8% | 3.7k | 107.69 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $382k | +58% | 800.00 | 477.63 |
|
| Yum! Brands (YUM) | 0.2 | $370k | -14% | 2.8k | 130.67 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $354k | 1.8k | 202.16 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $334k | +3% | 3.3k | 99.98 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $318k | -23% | 2.3k | 140.92 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $314k | -8% | 2.6k | 122.76 |
|
| Eaton Corp SHS (ETN) | 0.1 | $305k | -57% | 1.3k | 240.82 |
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| South State Corporation (SSB) | 0.1 | $302k | 3.6k | 84.44 |
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| Live Oak Bancshares (LOB) | 0.1 | $298k | NEW | 6.5k | 45.50 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $291k | -3% | 7.9k | 36.92 |
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| Chevron Corporation (CVX) | 0.1 | $284k | 1.9k | 149.14 |
|
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| Discover Financial Services (DFS) | 0.1 | $283k | 2.5k | 112.38 |
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| Waste Management (WM) | 0.1 | $283k | 1.6k | 179.12 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $281k | 3.6k | 77.48 |
|
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| Duke Energy Corp Com New (DUK) | 0.1 | $272k | -11% | 2.8k | 97.05 |
|
| Travelers Companies (TRV) | 0.1 | $269k | 1.4k | 190.54 |
|
|
| Abbvie (ABBV) | 0.1 | $263k | 1.7k | 154.96 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $254k | NEW | 3.5k | 72.44 |
|
| Air Products & Chemicals (APD) | 0.1 | $253k | 923.00 | 273.80 |
|
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $242k | 5.2k | 46.06 |
|
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| ConocoPhillips (COP) | 0.1 | $239k | 2.1k | 116.07 |
|
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| Novo-nordisk A S Adr (NVO) | 0.1 | $229k | -34% | 2.2k | 103.45 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $215k | -4% | 2.9k | 73.55 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $211k | NEW | 815.00 | 259.42 |
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| Tesla Motors (TSLA) | 0.1 | $211k | 848.00 | 248.48 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $187k | 742.00 | 252.25 |
|
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $156k | -2% | 2.0k | 79.21 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $93k | +400% | 1.2k | 76.13 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $64k | 510.00 | 125.20 |
|
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $35k | 700.00 | 49.72 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $32k | 195.00 | 165.35 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $30k | 650.00 | 46.62 |
|
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $29k | 198.00 | 144.90 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $27k | 104.00 | 261.36 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $22k | 111.00 | 201.12 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $17k | +3% | 79.00 | 212.42 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $10k | 41.00 | 248.49 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $9.9k | 32.00 | 310.88 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $9.8k | 57.00 | 172.56 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $8.6k | +3% | 111.00 | 77.10 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $7.9k | +5% | 115.00 | 69.06 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $7.3k | 67.00 | 108.25 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $5.4k | 72.00 | 74.92 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.0k | 19.00 | 104.47 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $0 | 0 | 0.00 |
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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 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
- Peachtree Investment Partners 2020 Q3 filed Nov. 3, 2020
- Peachtree Investment Partners 2020 Q2 filed Aug. 13, 2020
- Peachtree Investment Partners 2020 Q1 filed May 15, 2020