Peachtree Investment Partners as of March 31, 2021
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 91 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.5 | $22M | 178k | 122.15 | |
| Microsoft Corporation (MSFT) | 11.1 | $19M | 82k | 235.76 | |
| Mastercard Incorporated Cl A (MA) | 8.3 | $14M | 41k | 356.04 | |
| Visa Com Cl A (V) | 8.1 | $14M | 66k | 211.73 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 5.8 | $10M | 78k | 129.78 | |
| Home Depot (HD) | 5.7 | $10M | 33k | 305.26 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.4 | $6.0M | 22k | 276.26 | |
| Global Payments (GPN) | 2.4 | $4.2M | 21k | 201.58 | |
| Amazon (AMZN) | 2.4 | $4.1M | 1.3k | 3094.06 | |
| TJX Companies (TJX) | 2.2 | $3.9M | 59k | 66.15 | |
| Paypal Holdings (PYPL) | 1.9 | $3.4M | 14k | 242.83 | |
| Costco Wholesale Corporation (COST) | 1.8 | $3.1M | 8.7k | 352.46 | |
| Northrop Grumman Corporation (NOC) | 1.7 | $3.0M | 9.4k | 323.68 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $3.0M | 20k | 152.25 | |
| Lockheed Martin Corporation (LMT) | 1.7 | $3.0M | 8.0k | 369.49 | |
| Automatic Data Processing (ADP) | 1.6 | $2.8M | 15k | 188.47 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $2.8M | 14k | 206.68 | |
| Nike CL B (NKE) | 1.5 | $2.7M | 20k | 132.87 | |
| Abbott Laboratories (ABT) | 1.5 | $2.6M | 22k | 119.86 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $2.1M | 4.4k | 475.42 | |
| Johnson & Johnson (JNJ) | 1.1 | $2.0M | 12k | 164.35 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $1.9M | 19k | 96.69 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $1.7M | 8.9k | 189.03 | |
| Ross Stores (ROST) | 0.9 | $1.6M | 14k | 119.89 | |
| UnitedHealth (UNH) | 0.9 | $1.5M | 4.1k | 372.08 | |
| Zoetis Cl A (ZTS) | 0.8 | $1.4M | 9.2k | 157.50 | |
| McDonald's Corporation (MCD) | 0.8 | $1.3M | 6.0k | 224.11 | |
| Walt Disney Company (DIS) | 0.8 | $1.3M | 7.2k | 184.53 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.7 | $1.3M | 33k | 39.43 | |
| Stryker Corporation (SYK) | 0.7 | $1.2M | 4.9k | 243.50 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.6 | $1.1M | 14k | 73.73 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $984k | 3.8k | 260.39 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $966k | 4.0k | 243.08 | |
| Eli Lilly & Co. (LLY) | 0.5 | $946k | 5.1k | 186.74 | |
| Rollins (ROL) | 0.5 | $920k | 27k | 34.41 | |
| Boeing Company (BA) | 0.5 | $837k | 3.3k | 254.64 | |
| Procter & Gamble Company (PG) | 0.4 | $779k | 5.8k | 135.43 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.4 | $779k | 8.7k | 89.41 | |
| Danaher Corporation (DHR) | 0.4 | $734k | 3.3k | 225.15 | |
| Norfolk Southern (NSC) | 0.4 | $734k | 2.7k | 268.37 | |
| T. Rowe Price (TROW) | 0.4 | $680k | 4.0k | 171.63 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $660k | 6.5k | 101.16 | |
| L3harris Technologies (LHX) | 0.4 | $625k | 3.1k | 202.72 | |
| Coca-Cola Company (KO) | 0.4 | $624k | 12k | 52.71 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $603k | 1.7k | 358.72 | |
| CSX Corporation (CSX) | 0.3 | $598k | 6.2k | 96.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $549k | 1.4k | 396.39 | |
| S&p Global (SPGI) | 0.3 | $538k | 1.5k | 352.56 | |
| Honeywell International (HON) | 0.3 | $520k | 2.4k | 217.21 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $510k | 2.5k | 206.98 | |
| Pepsi (PEP) | 0.3 | $480k | 3.4k | 141.47 | |
| Avery Dennison Corporation (AVY) | 0.3 | $477k | 2.6k | 183.67 | |
| First Horizon National Corporation (FHN) | 0.3 | $475k | 28k | 16.89 | |
| Consolidated Edison (ED) | 0.2 | $427k | 5.7k | 74.74 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $419k | 4.9k | 84.78 | |
| BlackRock (BLK) | 0.2 | $397k | 527.00 | 753.32 | |
| Facebook Cl A (META) | 0.2 | $381k | 1.3k | 294.21 | |
| Bank of America Corporation (BAC) | 0.2 | $346k | 8.9k | 38.66 | |
| Yum! Brands (YUM) | 0.2 | $324k | 3.0k | 108.00 | |
| Cintas Corporation (CTAS) | 0.2 | $319k | 935.00 | 341.18 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $318k | 3.3k | 95.90 | |
| Wal-Mart Stores (WMT) | 0.2 | $299k | 2.2k | 135.97 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $285k | 3.0k | 96.38 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $282k | 3.2k | 87.77 | |
| South State Corporation (SSB) | 0.2 | $279k | 3.5k | 78.61 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $259k | 860.00 | 301.16 | |
| Discover Financial Services (DFS) | 0.1 | $237k | 2.5k | 94.80 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $231k | 2.9k | 78.36 | |
| NVIDIA Corporation (NVDA) | 0.1 | $220k | 412.00 | 533.98 | |
| salesforce (CRM) | 0.1 | $217k | 1.0k | 211.71 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $190k | 2.0k | 92.91 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $182k | 2.0k | 88.82 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $135k | 1.1k | 128.57 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $126k | 571.00 | 220.67 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $61k | 843.00 | 72.36 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $49k | 275.00 | 178.18 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $45k | 300.00 | 150.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $40k | 101.00 | 396.04 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $39k | 700.00 | 55.71 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $37k | 101.00 | 366.34 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $35k | 650.00 | 53.85 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $27k | 276.00 | 97.83 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $27k | 251.00 | 107.57 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $27k | 198.00 | 136.36 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $22k | 298.00 | 73.83 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $19k | 168.00 | 113.10 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $13k | 60.00 | 216.67 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $10k | 71.00 | 140.85 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $10k | 44.00 | 227.27 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $9.0k | 125.00 | 72.00 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $5.0k | 84.00 | 59.52 |
