Peachtree Investment Partners as of Sept. 30, 2022
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 90 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 17.0 | $25M | 183k | 138.20 | |
| Microsoft Corporation (MSFT) | 11.8 | $18M | 76k | 232.90 | |
| Visa Com Cl A (V) | 6.6 | $9.9M | 56k | 177.64 | |
| Home Depot (HD) | 6.6 | $9.8M | 36k | 275.93 | |
| Costco Wholesale Corporation (COST) | 4.5 | $6.7M | 14k | 472.24 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.9 | $5.8M | 23k | 257.28 | |
| Automatic Data Processing (ADP) | 3.1 | $4.6M | 20k | 226.17 | |
| Eli Lilly & Co. (LLY) | 3.0 | $4.5M | 14k | 323.35 | |
| Mastercard Incorporated Cl A (MA) | 3.0 | $4.5M | 16k | 284.31 | |
| UnitedHealth (UNH) | 2.9 | $4.3M | 8.5k | 505.00 | |
| Northrop Grumman Corporation (NOC) | 2.7 | $4.0M | 8.4k | 470.34 | |
| McKesson Corporation (MCK) | 2.6 | $3.9M | 12k | 339.86 | |
| TJX Companies (TJX) | 2.4 | $3.6M | 57k | 62.11 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.1 | $3.2M | 57k | 55.82 | |
| Hershey Company (HSY) | 1.9 | $2.8M | 13k | 220.46 | |
| Abbott Laboratories (ABT) | 1.7 | $2.5M | 26k | 96.74 | |
| Johnson & Johnson (JNJ) | 1.4 | $2.1M | 13k | 163.38 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.0M | 19k | 104.50 | |
| Amazon (AMZN) | 1.1 | $1.7M | 15k | 113.01 | |
| McDonald's Corporation (MCD) | 1.1 | $1.7M | 7.2k | 230.73 | |
| Danaher Corporation (DHR) | 1.0 | $1.5M | 5.8k | 258.33 | |
| Nike CL B (NKE) | 1.0 | $1.5M | 18k | 83.12 | |
| Anthem (ELV) | 0.9 | $1.4M | 3.0k | 454.40 | |
| Pepsi (PEP) | 0.9 | $1.3M | 7.8k | 163.23 | |
| Zoetis Cl A (ZTS) | 0.7 | $1.0M | 7.0k | 148.28 | |
| Procter & Gamble Company (PG) | 0.7 | $998k | 7.9k | 126.20 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $974k | 23k | 41.99 | |
| Stryker Corporation (SYK) | 0.6 | $911k | 4.5k | 202.62 | |
| Genuine Parts Company (GPC) | 0.6 | $882k | 5.9k | 149.24 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $848k | 4.7k | 179.47 | |
| Bristol Myers Squibb (BMY) | 0.5 | $774k | 11k | 71.08 | |
| Coca-Cola Company (KO) | 0.5 | $772k | 14k | 56.04 | |
| Ross Stores (ROST) | 0.5 | $771k | 9.1k | 84.27 | |
| L3harris Technologies (LHX) | 0.5 | $705k | 3.4k | 207.90 | |
| First Horizon National Corporation (FHN) | 0.4 | $644k | 28k | 22.90 | |
| Rollins (ROL) | 0.4 | $636k | 18k | 34.70 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $628k | 4.1k | 154.72 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $621k | 2.8k | 219.36 | |
| Norfolk Southern (NSC) | 0.4 | $571k | 2.7k | 209.70 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $557k | 1.4k | 386.27 | |
| Consolidated Edison (ED) | 0.3 | $517k | 6.0k | 85.78 | |
| CSX Corporation (CSX) | 0.3 | $480k | 18k | 26.65 | |
| T. Rowe Price (TROW) | 0.3 | $420k | 4.0k | 105.03 | |
| Honeywell International (HON) | 0.3 | $407k | 2.4k | 167.15 | |
| Abbvie (ABBV) | 0.3 | $405k | 3.0k | 134.28 | |
| Avery Dennison Corporation (AVY) | 0.2 | $366k | 2.3k | 162.67 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $360k | 1.0k | 357.14 | |
| Southern Company (SO) | 0.2 | $358k | 5.3k | 67.93 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $352k | 12k | 29.33 | |
| Merck & Co (MRK) | 0.2 | $319k | 3.7k | 86.19 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $317k | 3.4k | 93.04 | |
| Cintas Corporation (CTAS) | 0.2 | $314k | 809.00 | 388.13 | |
| Cigna Corp (CI) | 0.2 | $300k | 1.1k | 277.01 | |
| Yum! Brands (YUM) | 0.2 | $299k | 2.8k | 106.37 | |
| Flowers Foods (FLO) | 0.2 | $290k | 12k | 24.69 | |
| BlackRock (BLK) | 0.2 | $283k | 514.00 | 550.58 | |
| South State Corporation (SSB) | 0.2 | $281k | 3.5k | 79.18 | |
| Waste Management (WM) | 0.2 | $275k | 1.7k | 160.35 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $268k | 1.3k | 210.20 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.2 | $264k | 3.6k | 72.69 | |
| Marriott Intl Cl A (MAR) | 0.2 | $244k | 1.7k | 140.07 | |
| Walt Disney Company (DIS) | 0.2 | $241k | 2.6k | 94.51 | |
| Live Oak Bancshares (LOB) | 0.2 | $230k | 7.5k | 30.61 | |
| Discover Financial Services (DFS) | 0.2 | $227k | 2.5k | 90.80 | |
| Tesla Motors (TSLA) | 0.2 | $224k | 843.00 | 265.72 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $208k | 2.9k | 71.23 | |
| American Electric Power Company (AEP) | 0.1 | $204k | 2.4k | 86.59 | |
| Pfizer (PFE) | 0.1 | $204k | 4.7k | 43.80 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $204k | 3.7k | 54.90 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $194k | 1.1k | 174.15 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $191k | 4.5k | 42.27 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $181k | 5.2k | 34.58 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $178k | 860.00 | 206.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $171k | 1.8k | 96.01 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $147k | 2.3k | 63.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $105k | 1.1k | 95.45 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $96k | 1.3k | 73.51 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $87k | 1.3k | 66.51 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $82k | 811.00 | 101.11 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $74k | 226.00 | 327.43 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $34k | 700.00 | 48.57 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $29k | 650.00 | 44.62 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $24k | 198.00 | 121.21 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $23k | 400.00 | 57.50 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $18k | 110.00 | 163.64 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $15k | 244.00 | 61.48 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $14k | 105.00 | 133.33 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $12k | 60.00 | 200.00 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $9.0k | 71.00 | 126.76 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $4.0k | 70.00 | 57.14 |
