Peachtree Investment Partners as of June 30, 2020
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 70 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 14.6 | $18M | 88k | 203.51 | |
Apple (AAPL) | 12.5 | $15M | 42k | 364.81 | |
Visa Com Cl A (V) | 10.3 | $13M | 65k | 193.16 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 7.1 | $8.6M | 85k | 101.55 | |
Home Depot (HD) | 6.5 | $7.9M | 32k | 250.50 | |
Global Payments (GPN) | 4.1 | $4.9M | 29k | 169.61 | |
Accenture Plc Ireland Shs Class A (ACN) | 3.8 | $4.6M | 21k | 214.72 | |
Northrop Grumman Corporation (NOC) | 3.1 | $3.8M | 12k | 307.44 | |
Amazon (AMZN) | 3.0 | $3.6M | 1.3k | 2758.59 | |
TJX Companies (TJX) | 2.7 | $3.3M | 64k | 50.56 | |
Automatic Data Processing (ADP) | 2.1 | $2.6M | 18k | 148.88 | |
Adobe Systems Incorporated (ADBE) | 1.8 | $2.2M | 5.0k | 435.28 | |
S&p Global (SPGI) | 1.7 | $2.0M | 6.2k | 329.49 | |
Abbott Laboratories (ABT) | 1.6 | $1.9M | 21k | 91.45 | |
Ross Stores (ROST) | 1.5 | $1.9M | 22k | 85.25 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $1.8M | 20k | 94.04 | |
Paypal Holdings (PYPL) | 1.5 | $1.8M | 10k | 174.25 | |
Johnson & Johnson (JNJ) | 1.5 | $1.8M | 13k | 140.66 | |
Costco Wholesale Corporation (COST) | 1.4 | $1.7M | 5.6k | 303.15 | |
Nike CL B (NKE) | 1.4 | $1.7M | 17k | 98.05 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.9 | $1.1M | 12k | 88.32 | |
Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.8 | $1.0M | 11k | 91.90 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $923k | 13k | 73.45 | |
Stryker Corporation (SYK) | 0.7 | $913k | 5.1k | 180.26 | |
UnitedHealth (UNH) | 0.7 | $866k | 2.9k | 294.96 | |
L3harris Technologies (LHX) | 0.7 | $837k | 4.9k | 169.67 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $809k | 4.2k | 192.07 | |
Zoetis Cl A (ZTS) | 0.7 | $808k | 5.9k | 137.00 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $773k | 4.3k | 177.91 | |
Disney Walt Com Disney (DIS) | 0.6 | $732k | 6.6k | 111.48 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $718k | 7.7k | 93.19 | |
Procter & Gamble Company (PG) | 0.5 | $629k | 5.3k | 119.58 | |
Texas Instruments Incorporated (TXN) | 0.5 | $628k | 4.9k | 126.89 | |
Rollins (ROL) | 0.5 | $617k | 15k | 42.36 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $559k | 2.0k | 278.53 | |
Coca-Cola Company (KO) | 0.5 | $551k | 12k | 44.68 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $542k | 1.8k | 308.30 | |
T. Rowe Price (TROW) | 0.4 | $502k | 4.1k | 123.52 | |
Norfolk Southern (NSC) | 0.4 | $468k | 2.7k | 175.68 | |
Consolidated Edison (ED) | 0.4 | $461k | 6.4k | 71.93 | |
CSX Corporation (CSX) | 0.4 | $432k | 6.2k | 69.77 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $381k | 4.0k | 95.01 | |
Danaher Corporation (DHR) | 0.3 | $381k | 2.2k | 176.72 | |
Honeywell International (HON) | 0.3 | $369k | 2.6k | 144.48 | |
Cintas Corporation (CTAS) | 0.3 | $359k | 1.3k | 266.52 | |
Pepsi (PEP) | 0.3 | $333k | 2.5k | 132.14 | |
Vanguard World Mega Grwth Ind (MGK) | 0.3 | $309k | 1.9k | 163.49 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $284k | 1.1k | 269.96 | |
BlackRock (BLK) | 0.2 | $280k | 515.00 | 543.69 | |
Yum! Brands (YUM) | 0.2 | $279k | 3.2k | 86.86 | |
IBERIABANK Corporation | 0.2 | $279k | 6.1k | 45.48 | |
Duke Energy Corp Com New (DUK) | 0.2 | $265k | 3.3k | 79.77 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $259k | 1.2k | 224.24 | |
Tiffany & Co. | 0.2 | $244k | 2.0k | 122.12 | |
Boeing Company (BA) | 0.2 | $225k | 1.2k | 183.52 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $185k | 2.5k | 74.18 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $178k | 860.00 | 206.98 | |
Vanguard World Extended Dur (EDV) | 0.1 | $150k | 904.00 | 165.93 | |
Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $142k | 4.7k | 30.32 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $68k | 403.00 | 168.73 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $45k | 399.00 | 112.78 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $43k | 827.00 | 52.00 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $41k | 700.00 | 58.57 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $37k | 650.00 | 56.92 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $34k | 303.00 | 112.21 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $20k | 168.00 | 119.05 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $16k | 297.00 | 53.87 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $10k | 60.00 | 166.67 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $8.0k | 71.00 | 112.68 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $8.0k | 44.00 | 181.82 |