Peachtree Investment Partners as of March 31, 2022
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 101 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 15.6 | $34M | 194k | 174.61 | |
| Microsoft Corporation (MSFT) | 12.6 | $28M | 89k | 308.30 | |
| Visa Com Cl A (V) | 5.9 | $13M | 58k | 221.76 | |
| Home Depot (HD) | 4.9 | $11M | 36k | 299.33 | |
| Costco Wholesale Corporation (COST) | 4.7 | $10M | 18k | 575.88 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.7 | $8.1M | 24k | 337.21 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.2 | $7.0M | 94k | 74.82 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $5.8M | 16k | 357.40 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.6 | $5.7M | 14k | 415.19 | |
| Amazon (AMZN) | 2.2 | $4.8M | 1.5k | 3259.84 | |
| Automatic Data Processing (ADP) | 2.0 | $4.4M | 20k | 227.57 | |
| UnitedHealth (UNH) | 1.9 | $4.2M | 8.2k | 510.02 | |
| Abbott Laboratories (ABT) | 1.8 | $4.0M | 34k | 118.35 | |
| Zoetis Cl A (ZTS) | 1.7 | $3.8M | 20k | 188.57 | |
| TJX Companies (TJX) | 1.6 | $3.6M | 59k | 60.57 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $3.5M | 7.7k | 451.63 | |
| Northrop Grumman Corporation (NOC) | 1.6 | $3.4M | 7.6k | 447.18 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $3.1M | 14k | 227.69 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $3.1M | 27k | 112.24 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $3.1M | 23k | 136.32 | |
| Nike CL B (NKE) | 1.3 | $2.8M | 21k | 134.54 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.2 | $2.6M | 49k | 53.39 | |
| Danaher Corporation (DHR) | 1.0 | $2.2M | 7.5k | 293.29 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.1M | 12k | 177.19 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $1.9M | 4.2k | 453.79 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.8M | 6.3k | 286.39 | |
| McDonald's Corporation (MCD) | 0.8 | $1.8M | 7.1k | 247.28 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $1.6M | 8.6k | 183.49 | |
| S&p Global (SPGI) | 0.7 | $1.5M | 3.8k | 410.12 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $1.3M | 17k | 78.87 | |
| Procter & Gamble Company (PG) | 0.6 | $1.3M | 8.3k | 152.86 | |
| Stryker Corporation (SYK) | 0.6 | $1.2M | 4.7k | 267.34 | |
| Hershey Company (HSY) | 0.6 | $1.2M | 5.8k | 216.61 | |
| Ross Stores (ROST) | 0.6 | $1.2M | 14k | 90.45 | |
| Anthem (ELV) | 0.5 | $1.2M | 2.4k | 491.24 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.5 | $1.1M | 26k | 44.01 | |
| Pepsi (PEP) | 0.5 | $1.0M | 6.2k | 167.31 | |
| Bank of America Corporation (BAC) | 0.5 | $1.0M | 25k | 41.23 | |
| CSX Corporation (CSX) | 0.5 | $988k | 26k | 37.45 | |
| Norfolk Southern (NSC) | 0.4 | $925k | 3.2k | 285.14 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $886k | 3.3k | 268.40 | |
| Nasdaq Omx (NDAQ) | 0.4 | $843k | 4.7k | 178.15 | |
| Abbvie (ABBV) | 0.4 | $835k | 5.2k | 162.04 | |
| T. Rowe Price (TROW) | 0.4 | $829k | 5.5k | 151.17 | |
| McKesson Corporation (MCK) | 0.4 | $827k | 2.7k | 305.96 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $825k | 1.8k | 455.55 | |
| Avery Dennison Corporation (AVY) | 0.4 | $808k | 4.6k | 173.91 | |
| BlackRock (BLK) | 0.4 | $776k | 1.0k | 763.78 | |
| Coca-Cola Company (KO) | 0.3 | $749k | 12k | 62.01 | |
| L3harris Technologies (LHX) | 0.3 | $733k | 2.9k | 248.64 | |
| Walt Disney Company (DIS) | 0.3 | $708k | 5.2k | 137.18 | |
| Consolidated Edison (ED) | 0.3 | $679k | 7.2k | 94.69 | |
| First Horizon National Corporation (FHN) | 0.3 | $660k | 28k | 23.47 | |
| Union Pacific Corporation (UNP) | 0.3 | $657k | 2.4k | 273.29 | |
| Rollins (ROL) | 0.3 | $638k | 18k | 35.04 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $635k | 1.4k | 441.59 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $606k | 1.5k | 416.49 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $586k | 11k | 53.81 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $562k | 12k | 46.83 | |
| NVIDIA Corporation (NVDA) | 0.2 | $526k | 1.9k | 272.82 | |
| Bristol Myers Squibb (BMY) | 0.2 | $525k | 7.2k | 73.08 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $515k | 872.00 | 590.60 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $497k | 178.00 | 2792.13 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $484k | 1.7k | 277.52 | |
| Nucor Corporation (NUE) | 0.2 | $478k | 3.2k | 148.77 | |
| Honeywell International (HON) | 0.2 | $456k | 2.3k | 194.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $456k | 164.00 | 2780.49 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $451k | 1.9k | 235.51 | |
| Live Oak Bancshares (LOB) | 0.2 | $382k | 7.5k | 50.91 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $374k | 3.4k | 111.58 | |
| Yum! Brands (YUM) | 0.2 | $347k | 2.9k | 118.39 | |
| Cintas Corporation (CTAS) | 0.2 | $339k | 797.00 | 425.35 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $317k | 3.5k | 90.21 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $311k | 3.0k | 102.95 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $303k | 3.6k | 83.43 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $302k | 2.7k | 111.03 | |
| South State Corporation (SSB) | 0.1 | $290k | 3.5k | 81.71 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $281k | 4.5k | 62.85 | |
| Discover Financial Services (DFS) | 0.1 | $275k | 2.5k | 110.00 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $270k | 3.3k | 80.96 | |
| Chevron Corporation (CVX) | 0.1 | $252k | 1.5k | 163.00 | |
| Pfizer (PFE) | 0.1 | $237k | 4.6k | 51.69 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $232k | 2.9k | 79.45 | |
| United Parcel Service CL B (UPS) | 0.1 | $225k | 1.0k | 214.90 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $220k | 860.00 | 255.81 | |
| AutoZone (AZO) | 0.1 | $219k | 107.00 | 2046.73 | |
| salesforce (CRM) | 0.1 | $212k | 1.0k | 212.00 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $180k | 2.3k | 77.45 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $132k | 1.1k | 124.65 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $37k | 700.00 | 52.86 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $33k | 650.00 | 50.77 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $30k | 198.00 | 151.52 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $25k | 400.00 | 62.50 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $23k | 110.00 | 209.09 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $17k | 105.00 | 161.90 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $15k | 60.00 | 250.00 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $11k | 71.00 | 154.93 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $11k | 45.00 | 244.44 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $6.0k | 84.00 | 71.43 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $5.0k | 69.00 | 72.46 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $0 | 6.00 | 0.00 |
