Peachtree Investment Partners
Latest statistics and disclosures from Peachtree Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, V, HD, COST, and represent 43.69% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO, VYM, SPY, COST, IVV, UNH, SCHB, HSY, SCHD, ANTM.
- Started 8 new stock positions in CVX, NUE, IWD, UNP, MCK, LOB, HSY, ADM.
- Reduced shares in these 10 stocks: SCHG, LOW, MGK, ADBE, ZTS, NDAQ, , IWF, AVY, SCHK.
- Sold out of its positions in AMD, LQD, TLT, EFA, IWS, IJR, LOW, MINT, TSLA, MGV. VGSH, VTWO, VONV, VCIT, VO, VTV, WMT.
- Peachtree Investment Partners was a net buyer of stock by $10M.
- Peachtree Investment Partners has $218M in assets under management (AUM), dropping by -8.67%.
- Central Index Key (CIK): 0001743863
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Portfolio Holdings for Peachtree Investment Partners
Companies in the Peachtree Investment Partners portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.6 | $34M | 194k | 174.61 | ||
| Microsoft Corporation (MSFT) | 12.6 | $28M | 89k | 308.30 | ||
| Visa Com Cl A (V) | 5.9 | $13M | 58k | 221.76 | ||
| Home Depot (HD) | 4.9 | $11M | 36k | 299.33 | ||
| Costco Wholesale Corporation (COST) | 4.7 | $10M | +32% | 18k | 575.88 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.7 | $8.1M | +4% | 24k | 337.21 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.2 | $7.0M | -32% | 94k | 74.82 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $5.8M | +2% | 16k | 357.40 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.6 | $5.7M | +541% | 14k | 415.19 | |
| Amazon (AMZN) | 2.2 | $4.8M | -5% | 1.5k | 3259.84 | |
| Automatic Data Processing (ADP) | 2.0 | $4.4M | -3% | 20k | 227.57 | |
| UnitedHealth (UNH) | 1.9 | $4.2M | +57% | 8.2k | 510.02 | |
| Abbott Laboratories (ABT) | 1.8 | $4.0M | -2% | 34k | 118.35 | |
| Zoetis Cl A (ZTS) | 1.7 | $3.8M | -27% | 20k | 188.57 | |
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| TJX Companies (TJX) | 1.6 | $3.6M | 59k | 60.57 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $3.5M | +272% | 7.7k | 451.63 | |
| Northrop Grumman Corporation (NOC) | 1.6 | $3.4M | +6% | 7.6k | 447.18 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $3.1M | -8% | 14k | 227.69 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $3.1M | +762% | 27k | 112.24 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $3.1M | 23k | 136.32 | ||
| Nike CL B (NKE) | 1.3 | $2.8M | +5% | 21k | 134.54 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.2 | $2.6M | +104% | 49k | 53.39 | |
| Danaher Corporation (DHR) | 1.0 | $2.2M | -13% | 7.5k | 293.29 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.1M | 12k | 177.19 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.9M | +4109% | 4.2k | 453.79 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.8M | -3% | 6.3k | 286.39 | |
| McDonald's Corporation (MCD) | 0.8 | $1.8M | 7.1k | 247.28 | ||
| Texas Instruments Incorporated (TXN) | 0.7 | $1.6M | -14% | 8.6k | 183.49 | |
| S&p Global (SPGI) | 0.7 | $1.5M | -20% | 3.8k | 410.12 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $1.3M | +233% | 17k | 78.87 | |
| Procter & Gamble Company (PG) | 0.6 | $1.3M | -7% | 8.3k | 152.86 | |
| Stryker Corporation (SYK) | 0.6 | $1.2M | -2% | 4.7k | 267.34 | |
| Hershey Company (HSY) | 0.6 | $1.2M | NEW | 5.8k | 216.61 | |
| Ross Stores (ROST) | 0.6 | $1.2M | +2% | 14k | 90.45 | |
| Anthem (ANTM) | 0.5 | $1.2M | +304% | 2.4k | 491.24 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.5 | $1.1M | -28% | 26k | 44.01 | |
| Pepsi (PEP) | 0.5 | $1.0M | -3% | 6.2k | 167.31 | |
| Bank of America Corporation (BAC) | 0.5 | $1.0M | +8% | 25k | 41.23 | |
| CSX Corporation (CSX) | 0.5 | $988k | +39% | 26k | 37.45 | |
| Norfolk Southern (NSC) | 0.4 | $925k | +11% | 3.2k | 285.14 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $886k | -2% | 3.3k | 268.40 | |
| Nasdaq Omx (NDAQ) | 0.4 | $843k | -44% | 4.7k | 178.15 | |
| Abbvie (ABBV) | 0.4 | $835k | +125% | 5.2k | 162.04 | |
| T. Rowe Price (TROW) | 0.4 | $829k | +20% | 5.5k | 151.17 | |
| McKesson Corporation (MCK) | 0.4 | $827k | NEW | 2.7k | 305.96 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $825k | -63% | 1.8k | 455.55 | |
| Avery Dennison Corporation (AVY) | 0.4 | $808k | -38% | 4.6k | 173.91 | |
| BlackRock (BLK) | 0.4 | $776k | +51% | 1.0k | 763.78 | |
| Coca-Cola Company (KO) | 0.3 | $749k | 12k | 62.01 | ||
| L3harris Technologies (LHX) | 0.3 | $733k | +4% | 2.9k | 248.64 | |
| Walt Disney Company (DIS) | 0.3 | $708k | 5.2k | 137.18 | ||
| Consolidated Edison (ED) | 0.3 | $679k | +30% | 7.2k | 94.69 | |
| First Horizon National Corporation (FHN) | 0.3 | $660k | 28k | 23.47 | ||
| Union Pacific Corporation (UNP) | 0.3 | $657k | NEW | 2.4k | 273.29 | |
| Rollins (ROL) | 0.3 | $638k | +10% | 18k | 35.04 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $635k | +11% | 1.4k | 441.59 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $606k | 1.5k | 416.49 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $586k | +29% | 11k | 53.81 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $562k | 12k | 46.83 | ||
| NVIDIA Corporation (NVDA) | 0.2 | $526k | -12% | 1.9k | 272.82 | |
| Bristol Myers Squibb (BMY) | 0.2 | $525k | +90% | 7.2k | 73.08 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $515k | -12% | 872.00 | 590.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $497k | +9% | 178.00 | 2792.13 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $484k | -52% | 1.7k | 277.52 | |
| Nucor Corporation (NUE) | 0.2 | $478k | NEW | 3.2k | 148.77 | |
| Honeywell International (HON) | 0.2 | $456k | -2% | 2.3k | 194.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $456k | -3% | 164.00 | 2780.49 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $451k | -79% | 1.9k | 235.51 | |
| Live Oak Bancshares (LOB) | 0.2 | $382k | NEW | 7.5k | 50.91 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $374k | +10% | 3.4k | 111.58 | |
| Yum! Brands (YUM) | 0.2 | $347k | -17% | 2.9k | 118.39 | |
| Cintas Corporation (CTAS) | 0.2 | $339k | -2% | 797.00 | 425.35 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $317k | NEW | 3.5k | 90.21 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $311k | -7% | 3.0k | 102.95 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $303k | 3.6k | 83.43 | ||
| Novo-nordisk A S Adr (NVO) | 0.1 | $302k | +36% | 2.7k | 111.03 | |
| South State Corporation (SSB) | 0.1 | $290k | 3.5k | 81.71 | ||
| Mondelez Intl Cl A (MDLZ) | 0.1 | $281k | +33% | 4.5k | 62.85 | |
| Discover Financial Services (DFS) | 0.1 | $275k | 2.5k | 110.00 | ||
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $270k | +7% | 3.3k | 80.96 | |
| Chevron Corporation (CVX) | 0.1 | $252k | NEW | 1.5k | 163.00 | |
| Pfizer (PFE) | 0.1 | $237k | -2% | 4.6k | 51.69 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $232k | 2.9k | 79.45 | ||
| United Parcel Service CL B (UPS) | 0.1 | $225k | -20% | 1.0k | 214.90 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $220k | 860.00 | 255.81 | ||
| AutoZone (AZO) | 0.1 | $219k | -10% | 107.00 | 2046.73 | |
| salesforce (CRM) | 0.1 | $212k | 1.0k | 212.00 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $180k | -7% | 2.3k | 77.45 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $132k | 1.1k | 124.65 | ||
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $37k | 700.00 | 52.86 | ||
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $33k | 650.00 | 50.77 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $30k | 198.00 | 151.52 | ||
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $25k | -50% | 400.00 | 62.50 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $23k | 110.00 | 209.09 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $17k | NEW | 105.00 | 161.90 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $15k | 60.00 | 250.00 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $11k | 71.00 | 154.93 | ||
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $11k | -6% | 45.00 | 244.44 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $6.0k | 84.00 | 71.43 | ||
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $5.0k | 69.00 | 72.46 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $0 | 6.00 | 0.00 | ||
Past Filings by Peachtree Investment Partners
SEC 13F filings are viewable for Peachtree Investment Partners going back to 2018
- 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
- Peachtree Investment Partners 2018 Q4 filed Feb. 19, 2019