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

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