Peachtree Investment Partners as of Dec. 31, 2021
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 110 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 14.3 | $34M | 192k | 177.57 | |
Microsoft Corporation (MSFT) | 12.4 | $30M | 88k | 336.32 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 9.5 | $23M | 139k | 163.75 | |
Home Depot (HD) | 6.1 | $15M | 35k | 415.02 | |
Visa Com Cl A (V) | 5.3 | $13M | 58k | 216.71 | |
Accenture Plc Ireland Shs Class A (ACN) | 4.0 | $9.6M | 23k | 414.55 | |
Costco Wholesale Corporation (COST) | 3.2 | $7.6M | 13k | 567.67 | |
Zoetis Cl A (ZTS) | 2.8 | $6.8M | 28k | 244.05 | |
Mastercard Incorporated Cl A (MA) | 2.4 | $5.7M | 16k | 359.34 | |
Amazon (AMZN) | 2.2 | $5.2M | 1.6k | 3334.41 | |
Automatic Data Processing (ADP) | 2.1 | $5.0M | 20k | 246.60 | |
Abbott Laboratories (ABT) | 2.1 | $4.9M | 35k | 140.75 | |
TJX Companies (TJX) | 1.9 | $4.4M | 58k | 75.92 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $3.6M | 15k | 241.46 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $3.6M | 23k | 158.36 | |
Nike CL B (NKE) | 1.4 | $3.2M | 19k | 166.67 | |
Lowe's Companies (LOW) | 1.3 | $3.0M | 12k | 258.52 | |
Danaher Corporation (DHR) | 1.2 | $2.9M | 8.7k | 329.04 | |
Adobe Systems Incorporated (ADBE) | 1.2 | $2.8M | 5.0k | 567.08 | |
Northrop Grumman Corporation (NOC) | 1.2 | $2.8M | 7.1k | 387.02 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $2.7M | 24k | 113.01 | |
UnitedHealth (UNH) | 1.1 | $2.6M | 5.2k | 502.11 | |
Vanguard World Mega Grwth Ind (MGK) | 1.0 | $2.5M | 9.6k | 260.75 | |
S&p Global (SPGI) | 0.9 | $2.2M | 4.7k | 471.83 | |
Johnson & Johnson (JNJ) | 0.8 | $2.0M | 12k | 171.09 | |
McDonald's Corporation (MCD) | 0.8 | $1.9M | 7.0k | 268.10 | |
Texas Instruments Incorporated (TXN) | 0.8 | $1.9M | 10k | 188.51 | |
Eli Lilly & Co. (LLY) | 0.8 | $1.8M | 6.5k | 276.27 | |
Nasdaq Omx (NDAQ) | 0.7 | $1.8M | 8.5k | 210.00 | |
Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.7 | $1.7M | 37k | 46.58 | |
Avery Dennison Corporation (AVY) | 0.7 | $1.6M | 7.6k | 216.52 | |
Ross Stores (ROST) | 0.6 | $1.5M | 14k | 114.29 | |
Procter & Gamble Company (PG) | 0.6 | $1.5M | 9.0k | 163.56 | |
Stryker Corporation (SYK) | 0.5 | $1.3M | 4.8k | 267.49 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.1M | 3.7k | 305.65 | |
Pepsi (PEP) | 0.5 | $1.1M | 6.5k | 173.79 | |
Bank of America Corporation (BAC) | 0.4 | $1.0M | 23k | 44.51 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $982k | 2.1k | 475.08 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $963k | 3.4k | 283.07 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $956k | 8.4k | 113.88 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $939k | 2.2k | 436.54 | |
T. Rowe Price (TROW) | 0.4 | $892k | 4.5k | 196.61 | |
Norfolk Southern (NSC) | 0.4 | $864k | 2.9k | 297.62 | |
Walt Disney Company (DIS) | 0.3 | $789k | 5.1k | 154.86 | |
Coca-Cola Company (KO) | 0.3 | $711k | 12k | 59.23 | |
CSX Corporation (CSX) | 0.3 | $710k | 19k | 37.62 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $666k | 1.5k | 458.36 | |
Thermo Fisher Scientific (TMO) | 0.3 | $663k | 993.00 | 667.67 | |
NVIDIA Corporation (NVDA) | 0.3 | $647k | 2.2k | 294.36 | |
BlackRock (BLK) | 0.3 | $616k | 672.00 | 916.67 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $605k | 12k | 50.32 | |
L3harris Technologies (LHX) | 0.3 | $603k | 2.8k | 213.45 | |
Rollins (ROL) | 0.2 | $566k | 17k | 34.23 | |
Tesla Motors (TSLA) | 0.2 | $556k | 526.00 | 1057.03 | |
Honeywell International (HON) | 0.2 | $502k | 2.4k | 208.30 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $492k | 170.00 | 2894.12 | |
Yum! Brands (YUM) | 0.2 | $491k | 3.5k | 138.78 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $472k | 163.00 | 2895.71 | |
Consolidated Edison (ED) | 0.2 | $469k | 5.5k | 85.40 | |
First Horizon National Corporation (FHN) | 0.2 | $459k | 28k | 16.32 | |
Lockheed Martin Corporation (LMT) | 0.2 | $458k | 1.3k | 355.87 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $410k | 5.1k | 80.92 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $376k | 3.3k | 114.95 | |
Cintas Corporation (CTAS) | 0.2 | $364k | 820.00 | 443.90 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $356k | 3.2k | 112.13 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $339k | 3.3k | 101.59 | |
Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $329k | 3.6k | 90.58 | |
Duke Energy Corp Com New (DUK) | 0.1 | $318k | 3.0k | 105.02 | |
Advanced Micro Devices (AMD) | 0.1 | $313k | 2.2k | 144.04 | |
Abbvie (ABBV) | 0.1 | $310k | 2.3k | 135.49 | |
Discover Financial Services (DFS) | 0.1 | $289k | 2.5k | 115.60 | |
Wal-Mart Stores (WMT) | 0.1 | $285k | 2.0k | 144.52 | |
United Parcel Service CL B (UPS) | 0.1 | $284k | 1.3k | 214.50 | |
South State Corporation (SSB) | 0.1 | $284k | 3.5k | 80.02 | |
Pfizer (PFE) | 0.1 | $278k | 4.7k | 58.96 | |
Anthem (ELV) | 0.1 | $275k | 593.00 | 463.74 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $272k | 3.1k | 87.97 | |
salesforce (CRM) | 0.1 | $256k | 1.0k | 254.22 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $252k | 860.00 | 293.02 | |
AutoZone (AZO) | 0.1 | $249k | 119.00 | 2092.44 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $247k | 2.9k | 84.59 | |
Bristol Myers Squibb (BMY) | 0.1 | $235k | 3.8k | 62.35 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $224k | 2.0k | 112.00 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $223k | 3.4k | 66.35 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $215k | 2.5k | 85.45 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $147k | 1.1k | 139.07 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $101k | 685.00 | 147.45 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $73k | 785.00 | 92.99 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $53k | 802.00 | 66.08 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $48k | 100.00 | 480.00 | |
Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $39k | 700.00 | 55.71 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $35k | 650.00 | 53.85 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $32k | 282.00 | 113.48 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $30k | 198.00 | 151.52 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $26k | 195.00 | 133.33 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $24k | 96.00 | 250.00 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $24k | 110.00 | 218.18 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $16k | 60.00 | 266.67 | |
Vanguard World Fds Health Car Etf (VHT) | 0.0 | $13k | 48.00 | 270.83 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $11k | 71.00 | 154.93 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $9.0k | 141.00 | 63.83 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $9.0k | 64.00 | 140.62 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $6.0k | 84.00 | 71.43 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $6.0k | 62.00 | 96.77 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $6.0k | 50.00 | 120.00 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $6.0k | 69.00 | 86.96 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $5.0k | 67.00 | 74.63 | |
Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $5.0k | 50.00 | 100.00 | |
Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $3.0k | 41.00 | 73.17 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $0 | 6.00 | 0.00 |