Peachtree Investment Partners as of Dec. 31, 2019
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 82 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 10.1 | $15M | 78k | 187.91 | |
| Microsoft Corporation (MSFT) | 10.1 | $15M | 92k | 157.69 | |
| MasterCard Incorporated (MA) | 9.9 | $14M | 48k | 298.58 | |
| Apple (AAPL) | 8.4 | $12M | 41k | 293.65 | |
| Global Payments (GPN) | 6.0 | $8.6M | 47k | 182.56 | |
| Home Depot (HD) | 5.3 | $7.7M | 35k | 218.36 | |
| Accenture (ACN) | 4.0 | $5.8M | 28k | 210.55 | |
| Lockheed Martin Corporation (LMT) | 3.5 | $5.1M | 13k | 389.38 | |
| Northrop Grumman Corporation (NOC) | 3.3 | $4.8M | 14k | 343.99 | |
| TJX Companies (TJX) | 3.1 | $4.5M | 73k | 61.06 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $3.9M | 28k | 139.40 | |
| Spdr S&p 500 Etf (SPY) | 2.5 | $3.6M | 11k | 321.88 | |
| Automatic Data Processing (ADP) | 2.1 | $3.1M | 18k | 170.48 | |
| Ross Stores (ROST) | 2.0 | $2.9M | 25k | 116.43 | |
| Boeing Company (BA) | 1.8 | $2.6M | 8.1k | 325.73 | |
| Stryker Corporation (SYK) | 1.4 | $2.0M | 9.8k | 209.90 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 1.3 | $1.9M | 20k | 92.91 | |
| Abbott Laboratories (ABT) | 1.2 | $1.7M | 20k | 86.84 | |
| Johnson & Johnson (JNJ) | 1.2 | $1.7M | 12k | 145.89 | |
| Nike (NKE) | 1.2 | $1.7M | 17k | 101.32 | |
| Costco Wholesale Corporation (COST) | 1.1 | $1.6M | 5.4k | 293.92 | |
| Amazon (AMZN) | 0.9 | $1.3M | 696.00 | 1847.70 | |
| Walt Disney Company (DIS) | 0.9 | $1.3M | 8.7k | 144.57 | |
| Vg - U.s. Total Corp Bonds total corp bnd (VTC) | 0.9 | $1.3M | 14k | 88.57 | |
| McDonald's Corporation (MCD) | 0.8 | $1.2M | 6.2k | 197.60 | |
| iShares S&P MidCap 400 Index (IJH) | 0.8 | $1.2M | 6.0k | 205.80 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.8 | $1.2M | 12k | 101.61 | |
| L3harris Technologies (LHX) | 0.7 | $948k | 4.8k | 197.83 | |
| Procter & Gamble Company (PG) | 0.6 | $879k | 7.0k | 124.91 | |
| Schwab U S Broad Market ETF (SCHB) | 0.6 | $880k | 12k | 76.84 | |
| Sherwin-Williams Company (SHW) | 0.6 | $792k | 1.4k | 583.21 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $751k | 3.3k | 226.25 | |
| Coca-Cola Company (KO) | 0.5 | $748k | 14k | 55.32 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $746k | 9.7k | 76.85 | |
| Marriott International (MAR) | 0.5 | $668k | 4.4k | 151.30 | |
| Cintas Corporation (CTAS) | 0.5 | $656k | 2.4k | 268.96 | |
| Eli Lilly & Co. (LLY) | 0.4 | $631k | 4.8k | 131.38 | |
| Vanguard Total Bond Market ETF (BND) | 0.4 | $633k | 7.6k | 83.83 | |
| UnitedHealth (UNH) | 0.4 | $618k | 2.1k | 294.01 | |
| T. Rowe Price (TROW) | 0.4 | $597k | 4.9k | 121.84 | |
| CSX Corporation (CSX) | 0.4 | $534k | 7.4k | 72.37 | |
| Norfolk Southern (NSC) | 0.4 | $538k | 2.8k | 194.29 | |
| Consolidated Edison (ED) | 0.4 | $529k | 5.9k | 90.40 | |
| Honeywell International (HON) | 0.4 | $529k | 3.0k | 176.98 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $498k | 2.8k | 176.10 | |
| Yum! Brands (YUM) | 0.3 | $453k | 4.5k | 100.64 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $437k | 3.4k | 128.23 | |
| Rollins (ROL) | 0.3 | $396k | 12k | 33.15 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.2 | $369k | 1.5k | 238.37 | |
| Pepsi (PEP) | 0.2 | $332k | 2.4k | 136.46 | |
| Fiserv (FI) | 0.2 | $312k | 2.7k | 115.56 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $287k | 869.00 | 330.26 | |
| BlackRock (BLK) | 0.2 | $259k | 515.00 | 502.91 | |
| Avery Dennison Corporation (AVY) | 0.2 | $262k | 2.0k | 131.00 | |
| Tiffany & Co. | 0.2 | $267k | 2.0k | 133.77 | |
| Starbucks Corporation (SBUX) | 0.2 | $250k | 2.8k | 88.00 | |
| General Dynamics Corporation (GD) | 0.2 | $251k | 1.4k | 176.51 | |
| Duke Energy (DUK) | 0.2 | $244k | 2.7k | 91.28 | |
| Discovery Communications | 0.2 | $235k | 7.7k | 30.52 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $236k | 1.8k | 132.29 | |
| Discover Financial Services (DFS) | 0.1 | $217k | 2.6k | 84.96 | |
| Schwab 1000 Index Etf etf (SCHK) | 0.1 | $212k | 6.7k | 31.63 | |
| Danaher Corporation (DHR) | 0.1 | $204k | 1.3k | 153.73 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $206k | 960.00 | 214.58 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $164k | 2.0k | 81.23 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $131k | 1.4k | 91.29 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $54k | 399.00 | 135.34 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $52k | 270.00 | 192.59 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.0 | $57k | 563.00 | 101.24 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $38k | 700.00 | 54.29 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $47k | 812.00 | 57.88 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $29k | 152.00 | 190.79 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $36k | 168.00 | 214.29 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $25k | 424.00 | 58.96 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $35k | 650.00 | 53.85 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $18k | 110.00 | 163.64 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $10k | 58.00 | 172.41 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $14k | 106.00 | 132.08 | |
| iShares Dow Jones US Utilities (IDU) | 0.0 | $17k | 103.00 | 165.05 | |
| iShares Dow Jones US Industrial (IYJ) | 0.0 | $15k | 89.00 | 168.54 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $20k | 262.00 | 76.34 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $7.0k | 109.00 | 64.22 |
