Peachtree Investment Partners as of Sept. 30, 2020
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 75 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 14.5 | $21M | 182k | 115.81 | |
| Microsoft Corporation (MSFT) | 12.1 | $18M | 84k | 210.33 | |
| Mastercard Incorporated Cl A (MA) | 9.1 | $13M | 39k | 338.18 | |
| Visa Com Cl A (V) | 8.8 | $13M | 64k | 199.97 | |
| Home Depot (HD) | 6.2 | $9.0M | 32k | 277.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.3 | $4.7M | 21k | 225.99 | |
| Amazon (AMZN) | 2.9 | $4.3M | 1.4k | 3148.53 | |
| Global Payments (GPN) | 2.6 | $3.8M | 22k | 177.58 | |
| Lockheed Martin Corporation (LMT) | 2.4 | $3.5M | 9.2k | 383.23 | |
| TJX Companies (TJX) | 2.3 | $3.3M | 60k | 55.64 | |
| Northrop Grumman Corporation (NOC) | 2.2 | $3.2M | 10k | 315.48 | |
| Costco Wholesale Corporation (COST) | 2.1 | $3.0M | 8.4k | 355.05 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 2.0 | $2.8M | 31k | 92.16 | |
| S&p Global (SPGI) | 1.8 | $2.6M | 7.2k | 360.54 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $2.4M | 4.8k | 490.34 | |
| Abbott Laboratories (ABT) | 1.6 | $2.4M | 22k | 108.82 | |
| Automatic Data Processing (ADP) | 1.5 | $2.2M | 16k | 139.47 | |
| Nike CL B (NKE) | 1.5 | $2.1M | 17k | 125.53 | |
| Paypal Holdings (PYPL) | 1.3 | $1.9M | 9.5k | 196.98 | |
| Johnson & Johnson (JNJ) | 1.2 | $1.8M | 12k | 148.86 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.2 | $1.7M | 24k | 70.47 | |
| Zoetis Cl A (ZTS) | 1.1 | $1.6M | 9.4k | 165.41 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $1.4M | 15k | 96.24 | |
| Ross Stores (ROST) | 0.9 | $1.3M | 14k | 93.32 | |
| Rollins (ROL) | 0.8 | $1.2M | 22k | 54.19 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $1.2M | 13k | 88.18 | |
| McDonald's Corporation (MCD) | 0.8 | $1.2M | 5.3k | 219.56 | |
| UnitedHealth (UNH) | 0.7 | $1.1M | 3.5k | 311.79 | |
| Stryker Corporation (SYK) | 0.7 | $1.0M | 4.9k | 208.41 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $905k | 11k | 79.64 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $817k | 8.7k | 93.44 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $770k | 8.0k | 95.76 | |
| Procter & Gamble Company (PG) | 0.5 | $740k | 5.3k | 138.94 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $699k | 3.8k | 185.26 | |
| Disney Walt Com Disney (DIS) | 0.5 | $691k | 5.6k | 124.08 | |
| Eli Lilly & Co. (LLY) | 0.5 | $681k | 4.6k | 148.08 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $678k | 4.7k | 142.77 | |
| Coca-Cola Company (KO) | 0.4 | $621k | 13k | 49.33 | |
| Norfolk Southern (NSC) | 0.4 | $575k | 2.7k | 213.83 | |
| Danaher Corporation (DHR) | 0.4 | $545k | 2.5k | 215.24 | |
| T. Rowe Price (TROW) | 0.4 | $522k | 4.1k | 128.10 | |
| L3harris Technologies (LHX) | 0.4 | $519k | 3.1k | 169.83 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $506k | 1.6k | 311.38 | |
| Consolidated Edison (ED) | 0.3 | $493k | 6.3k | 77.85 | |
| CSX Corporation (CSX) | 0.3 | $481k | 6.2k | 77.63 | |
| Pepsi (PEP) | 0.3 | $477k | 3.4k | 138.46 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $412k | 2.2k | 185.34 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $380k | 1.8k | 216.65 | |
| Honeywell International (HON) | 0.3 | $378k | 2.3k | 164.42 | |
| Cintas Corporation (CTAS) | 0.3 | $369k | 1.1k | 333.33 | |
| BlackRock (BLK) | 0.2 | $291k | 516.00 | 563.95 | |
| Facebook Cl A (META) | 0.2 | $288k | 1.1k | 262.06 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $287k | 3.2k | 88.47 | |
| Yum! Brands (YUM) | 0.2 | $282k | 3.1k | 91.41 | |
| First Horizon National Corporation (FHN) | 0.2 | $265k | 28k | 9.42 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $244k | 2.4k | 101.79 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $242k | 802.00 | 301.75 | |
| Wal-Mart Stores (WMT) | 0.2 | $240k | 1.7k | 139.70 | |
| Tiffany & Co. | 0.2 | $232k | 2.0k | 116.00 | |
| salesforce (CRM) | 0.2 | $232k | 925.00 | 250.81 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $220k | 919.00 | 239.39 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $211k | 2.6k | 80.60 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $191k | 860.00 | 222.09 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $155k | 4.7k | 33.02 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $71k | 404.00 | 175.74 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $45k | 810.00 | 55.56 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $35k | 300.00 | 116.67 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $34k | 305.00 | 111.48 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $20k | 168.00 | 119.05 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $17k | 298.00 | 57.05 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $16k | 110.00 | 145.45 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $11k | 60.00 | 183.33 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $9.0k | 44.00 | 204.55 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $9.0k | 150.00 | 60.00 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $8.0k | 71.00 | 112.68 |
