Peachtree Investment Partners
Latest statistics and disclosures from Peachtree Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, HD, V, LLY, and represent 41.08% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: LLY, NOC, MRK, GPC, LOW, PEP, CVX, ABBV, CI, GIS.
- Started 15 new stock positions in BSV, COP, TRV, GIS, SLB, ABC, LOW, BNDW, SCHP, UL. XOM, NVO, TFC, CVX, VB.
- Reduced shares in these 10 stocks: AAPL, MSFT, , VTI, COST, AMZN, SO, DHR, MAR, DIS.
- Sold out of its positions in AEP, DIS, MAR, SO, TSLA, ESGV, MGK, VGIT, ZTS.
- Peachtree Investment Partners was a net buyer of stock by $2.9M.
- Peachtree Investment Partners has $163M in assets under management (AUM), dropping by 9.75%.
- Central Index Key (CIK): 0001743863
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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
- 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
- Peachtree Investment Partners 2019 Q4 filed Feb. 4, 2020
- Peachtree Investment Partners 2019 Q3 filed Nov. 14, 2019
- Peachtree Investment Partners 2019 Q2 filed July 17, 2019
- Peachtree Investment Partners 2019 Q1 filed May 14, 2019