Peachtree Investment Partners as of March 31, 2020
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 67 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.7 | $13M | 80k | 157.70 | |
| Visa (V) | 11.0 | $11M | 69k | 161.11 | |
| MasterCard Incorporated (MA) | 9.9 | $9.9M | 41k | 241.54 | |
| Apple (AAPL) | 9.6 | $9.6M | 38k | 254.29 | |
| Home Depot (HD) | 5.8 | $5.8M | 31k | 186.68 | |
| Lockheed Martin Corporation (LMT) | 4.2 | $4.2M | 12k | 338.88 | |
| Global Payments (GPN) | 4.1 | $4.1M | 28k | 144.20 | |
| Northrop Grumman Corporation (NOC) | 4.0 | $4.0M | 13k | 302.54 | |
| Accenture (ACN) | 3.7 | $3.7M | 23k | 163.25 | |
| TJX Companies (TJX) | 3.4 | $3.4M | 72k | 47.80 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 3.0 | $3.0M | 38k | 79.64 | |
| Automatic Data Processing (ADP) | 2.4 | $2.4M | 17k | 136.63 | |
| Ross Stores (ROST) | 2.1 | $2.1M | 24k | 86.96 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $2.0M | 23k | 90.02 | |
| Abbott Laboratories (ABT) | 1.5 | $1.5M | 20k | 78.88 | |
| Costco Wholesale Corporation (COST) | 1.5 | $1.5M | 5.3k | 284.94 | |
| Johnson & Johnson (JNJ) | 1.4 | $1.4M | 11k | 131.06 | |
| Nike (NKE) | 1.4 | $1.4M | 17k | 82.72 | |
| Amazon (AMZN) | 1.3 | $1.3M | 676.00 | 1949.70 | |
| McDonald's Corporation (MCD) | 1.0 | $981k | 5.9k | 165.24 | |
| Stryker Corporation (SYK) | 0.9 | $926k | 5.6k | 166.37 | |
| L3harris Technologies (LHX) | 0.9 | $880k | 4.9k | 180.11 | |
| Schwab U S Broad Market ETF (SCHB) | 0.8 | $757k | 13k | 60.36 | |
| iShares S&P MidCap 400 Index (IJH) | 0.7 | $673k | 4.7k | 143.80 | |
| Procter & Gamble Company (PG) | 0.6 | $642k | 5.8k | 109.86 | |
| Eli Lilly & Co. (LLY) | 0.6 | $625k | 4.5k | 138.58 | |
| Walt Disney Company (DIS) | 0.6 | $593k | 6.1k | 96.58 | |
| Coca-Cola Company (KO) | 0.6 | $587k | 13k | 44.23 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $503k | 2.8k | 182.54 | |
| Consolidated Edison (ED) | 0.5 | $494k | 6.3k | 77.97 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $484k | 1.5k | 318.00 | |
| UnitedHealth (UNH) | 0.5 | $475k | 1.9k | 249.34 | |
| Rollins (ROL) | 0.4 | $431k | 12k | 36.06 | |
| T. Rowe Price (TROW) | 0.4 | $400k | 4.1k | 97.61 | |
| Vanguard Total Bond Market ETF (BND) | 0.4 | $399k | 4.7k | 85.33 | |
| Norfolk Southern (NSC) | 0.4 | $388k | 2.7k | 145.76 | |
| Cintas Corporation (CTAS) | 0.4 | $372k | 2.1k | 173.10 | |
| CSX Corporation (CSX) | 0.4 | $371k | 6.5k | 57.17 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $336k | 2.9k | 117.65 | |
| Honeywell International (HON) | 0.3 | $330k | 2.5k | 133.39 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $315k | 3.2k | 99.75 | |
| Pepsi (PEP) | 0.3 | $276k | 2.3k | 119.90 | |
| Duke Energy (DUK) | 0.3 | $266k | 3.3k | 80.61 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $266k | 1.0k | 257.50 | |
| iShares Russell 1000 Growth Index (IWF) | 0.3 | $263k | 1.8k | 150.20 | |
| Tiffany & Co. | 0.3 | $258k | 2.0k | 129.19 | |
| Yum! Brands (YUM) | 0.2 | $248k | 3.6k | 68.53 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.2 | $246k | 1.4k | 178.13 | |
| BlackRock (BLK) | 0.2 | $226k | 515.00 | 438.83 | |
| Boeing Company (BA) | 0.2 | $219k | 1.5k | 148.88 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $147k | 2.4k | 61.15 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $143k | 910.00 | 157.14 | |
| Schwab 1000 Index Etf etf (SCHK) | 0.1 | $117k | 4.7k | 25.01 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $41k | 700.00 | 58.57 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $39k | 399.00 | 97.74 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $36k | 820.00 | 43.90 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $35k | 650.00 | 53.85 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.0 | $32k | 300.00 | 106.67 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $20k | 152.00 | 131.58 | |
| iShares Dow Jones US Utilities (IDU) | 0.0 | $14k | 103.00 | 135.92 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $13k | 263.00 | 49.43 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $12k | 110.00 | 109.09 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $12k | 297.00 | 40.40 | |
| iShares Dow Jones US Industrial (IYJ) | 0.0 | $11k | 89.00 | 123.60 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $7.0k | 42.00 | 166.67 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $4.0k | 109.00 | 36.70 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $3.0k | 35.00 | 85.71 |
