Peachtree Investment Partners

Peachtree Investment Partners as of June 30, 2022

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 96 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 15.3 $25M 180k 136.72
Microsoft Corporation (MSFT) 12.4 $20M 77k 256.83
Visa Com Cl A (V) 6.9 $11M 56k 196.90
Home Depot (HD) 6.0 $9.6M 35k 274.26
Accenture Plc Ireland Shs Class A (ACN) 4.1 $6.6M 24k 277.66
Costco Wholesale Corporation (COST) 4.1 $6.6M 14k 479.26
Mastercard Incorporated Cl A (MA) 3.1 $5.0M 16k 315.48
Eli Lilly & Co. (LLY) 2.6 $4.2M 13k 324.24
Automatic Data Processing (ADP) 2.6 $4.1M 20k 210.04
UnitedHealth (UNH) 2.5 $3.9M 7.6k 513.67
Northrop Grumman Corporation (NOC) 2.4 $3.8M 8.0k 478.57
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $3.4M 59k 57.99
Abbott Laboratories (ABT) 2.1 $3.3M 30k 108.65
TJX Companies (TJX) 2.0 $3.2M 57k 55.85
McKesson Corporation (MCK) 1.9 $3.0M 9.1k 326.16
Hershey Company (HSY) 1.5 $2.5M 11k 215.12
JPMorgan Chase & Co. (JPM) 1.4 $2.3M 21k 112.59
Zoetis Cl A (ZTS) 1.4 $2.3M 13k 171.90
Johnson & Johnson (JNJ) 1.4 $2.3M 13k 177.54
Anthem (ELV) 1.2 $2.0M 4.1k 482.63
Nike CL B (NKE) 1.2 $1.9M 18k 102.23
McDonald's Corporation (MCD) 1.1 $1.8M 7.2k 246.83
Amazon (AMZN) 1.0 $1.6M 15k 106.21
Bristol Myers Squibb (BMY) 1.0 $1.6M 20k 76.99
Danaher Corporation (DHR) 1.0 $1.5M 6.0k 253.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.3M 12k 101.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.3M 6.6k 188.69
Procter & Gamble Company (PG) 0.8 $1.2M 8.4k 143.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $1.1M 26k 44.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $1.1M 15k 71.62
L3harris Technologies (LHX) 0.7 $1.1M 4.4k 241.62
Pepsi (PEP) 0.6 $1.0M 6.2k 166.59
Merck & Co (MRK) 0.6 $947k 10k 91.17
Stryker Corporation (SYK) 0.6 $935k 4.7k 198.98
Coca-Cola Company (KO) 0.6 $887k 14k 62.92
Abbvie (ABBV) 0.4 $719k 4.7k 153.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $680k 3.0k 226.14
Ross Stores (ROST) 0.4 $642k 9.1k 70.23
Rollins (ROL) 0.4 $639k 18k 34.91
Texas Instruments Incorporated (TXN) 0.4 $623k 4.1k 153.68
Lockheed Martin Corporation (LMT) 0.4 $621k 1.4k 430.06
Norfolk Southern (NSC) 0.4 $621k 2.7k 227.39
First Horizon National Corporation (FHN) 0.4 $615k 28k 21.87
T. Rowe Price (TROW) 0.4 $601k 5.3k 113.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $582k 1.5k 377.43
Consolidated Edison (ED) 0.4 $572k 6.0k 95.06
CSX Corporation (CSX) 0.3 $533k 18k 29.04
Comcast Corp Cl A (CMCSA) 0.3 $471k 12k 39.25
BlackRock (BLK) 0.3 $467k 766.00 609.66
Chevron Corporation (CVX) 0.3 $439k 3.0k 144.65
Alphabet Cap Stk Cl A (GOOGL) 0.3 $434k 199.00 2180.90
Honeywell International (HON) 0.3 $419k 2.4k 173.93
Avery Dennison Corporation (AVY) 0.3 $401k 2.5k 161.82
Exxon Mobil Corporation (XOM) 0.2 $392k 4.6k 85.68
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.2 $378k 10k 36.50
Pfizer (PFE) 0.2 $360k 6.9k 52.40
Duke Energy Corp Com New (DUK) 0.2 $355k 3.3k 107.28
Yum! Brands (YUM) 0.2 $348k 3.1k 113.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $337k 1.5k 218.97
Cigna Corp (CI) 0.2 $304k 1.2k 263.43
Cintas Corporation (CTAS) 0.2 $298k 798.00 373.43
Southern Company (SO) 0.2 $280k 3.9k 71.43
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $280k 3.6k 77.09
South State Corporation (SSB) 0.2 $274k 3.5k 77.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $270k 778.00 347.04
Walt Disney Company (DIS) 0.2 $266k 2.8k 94.26
International Business Machines (IBM) 0.2 $263k 1.9k 140.94
Live Oak Bancshares (LOB) 0.2 $254k 7.5k 33.83
Waste Management (WM) 0.2 $242k 1.6k 153.26
Thermo Fisher Scientific (TMO) 0.1 $238k 437.00 544.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $237k 5.3k 44.57
Discover Financial Services (DFS) 0.1 $236k 2.5k 94.40
Mondelez Intl Cl A (MDLZ) 0.1 $231k 3.7k 62.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $220k 2.9k 75.34
Flowers Foods (FLO) 0.1 $216k 8.2k 26.36
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $213k 653.00 326.19
Vanguard World Mega Grwth Ind (MGK) 0.1 $202k 1.1k 181.33
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $178k 860.00 206.98
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $148k 2.3k 63.63
Alphabet Cap Stk Cl C (GOOG) 0.1 $105k 48.00 2187.50
Ishares Tr U.s. Tech Etf (IYW) 0.1 $104k 1.3k 79.69
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $85k 811.00 104.81
Vanguard World Fds Energy Etf (VDE) 0.0 $45k 454.00 99.12
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $36k 700.00 51.43
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $31k 650.00 47.69
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $26k 198.00 131.31
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $24k 400.00 60.00
Ishares Tr Russell 2000 Etf (IWM) 0.0 $19k 110.00 172.73
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $16k 243.00 65.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $15k 105.00 142.86
Ishares Tr Rus 1000 Etf (IWB) 0.0 $12k 60.00 200.00
Vanguard World Fds Health Car Etf (VHT) 0.0 $11k 45.00 244.44
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $10k 71.00 140.85
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $5.0k 84.00 59.52
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $4.0k 70.00 57.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $0 6.00 0.00