Peachtree Investment Partners as of Dec. 31, 2022
Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 96 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.9 | $21M | 162k | 129.93 | |
| Microsoft Corporation (MSFT) | 10.3 | $17M | 70k | 239.82 | |
| Home Depot (HD) | 7.0 | $11M | 36k | 315.86 | |
| Visa Com Cl A (V) | 7.0 | $11M | 55k | 207.76 | |
| Eli Lilly & Co. (LLY) | 4.0 | $6.5M | 18k | 365.85 | |
| Costco Wholesale Corporation (COST) | 3.7 | $6.0M | 13k | 456.51 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.7 | $6.0M | 22k | 266.84 | |
| Northrop Grumman Corporation (NOC) | 3.6 | $5.9M | 11k | 545.63 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $5.4M | 16k | 347.74 | |
| Automatic Data Processing (ADP) | 3.0 | $5.0M | 21k | 238.85 | |
| McKesson Corporation (MCK) | 2.8 | $4.7M | 12k | 375.12 | |
| TJX Companies (TJX) | 2.8 | $4.6M | 58k | 79.60 | |
| UnitedHealth (UNH) | 2.6 | $4.3M | 8.1k | 530.20 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $3.0M | 53k | 55.56 | |
| Hershey Company (HSY) | 1.8 | $2.9M | 13k | 231.57 | |
| Abbott Laboratories (ABT) | 1.6 | $2.6M | 24k | 109.79 | |
| Johnson & Johnson (JNJ) | 1.5 | $2.5M | 14k | 176.65 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $2.5M | 18k | 134.10 | |
| Nike CL B (NKE) | 1.3 | $2.1M | 18k | 117.01 | |
| Genuine Parts Company (GPC) | 1.2 | $2.0M | 12k | 173.50 | |
| Pepsi (PEP) | 1.2 | $2.0M | 11k | 180.66 | |
| McDonald's Corporation (MCD) | 1.2 | $1.9M | 7.4k | 263.53 | |
| Anthem (ELV) | 1.0 | $1.6M | 3.1k | 512.90 | |
| Merck & Co (MRK) | 0.9 | $1.5M | 13k | 110.95 | |
| Danaher Corporation (DHR) | 0.8 | $1.3M | 4.9k | 265.40 | |
| Procter & Gamble Company (PG) | 0.8 | $1.2M | 8.2k | 151.56 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $1.1M | 3.0k | 377.61 | |
| Ross Stores (ROST) | 0.7 | $1.1M | 9.4k | 116.07 | |
| Abbvie (ABBV) | 0.7 | $1.1M | 6.7k | 161.62 | |
| Stryker Corporation (SYK) | 0.6 | $1.1M | 4.3k | 244.50 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $1.0M | 23k | 44.81 | |
| Cigna Corp (CI) | 0.6 | $939k | 2.8k | 331.37 | |
| Amazon (AMZN) | 0.5 | $854k | 10k | 84.00 | |
| L3harris Technologies (LHX) | 0.5 | $837k | 4.0k | 208.20 | |
| Coca-Cola Company (KO) | 0.5 | $801k | 13k | 63.61 | |
| First Horizon National Corporation (FHN) | 0.4 | $689k | 28k | 24.50 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $672k | 4.1k | 165.22 | |
| Norfolk Southern (NSC) | 0.4 | $671k | 2.7k | 246.44 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $664k | 1.4k | 486.35 | |
| Lowe's Companies (LOW) | 0.4 | $651k | 3.3k | 199.24 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $645k | 2.7k | 241.85 | |
| Bristol Myers Squibb (BMY) | 0.4 | $620k | 8.6k | 71.95 | |
| Rollins (ROL) | 0.4 | $619k | 17k | 36.54 | |
| Chevron Corporation (CVX) | 0.4 | $598k | 3.3k | 179.50 | |
| Consolidated Edison (ED) | 0.4 | $575k | 6.0k | 95.30 | |
| Honeywell International (HON) | 0.3 | $553k | 2.6k | 214.31 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $542k | 1.5k | 368.21 | |
| General Mills (GIS) | 0.3 | $531k | 6.3k | 83.86 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $505k | 4.6k | 110.30 | |
| CSX Corporation (CSX) | 0.3 | $498k | 16k | 30.98 | |
| Unilever Spon Adr New (UL) | 0.3 | $454k | 9.0k | 50.35 | |
| T. Rowe Price (TROW) | 0.3 | $433k | 4.0k | 109.06 | |
| AmerisourceBergen (COR) | 0.3 | $425k | 2.6k | 165.73 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $422k | 12k | 34.97 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $402k | 3.0k | 135.34 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $386k | 1.0k | 382.49 | |
| Cintas Corporation (CTAS) | 0.2 | $366k | 810.00 | 451.87 | |
| BlackRock (BLK) | 0.2 | $365k | 515.00 | 709.24 | |
| Yum! Brands (YUM) | 0.2 | $360k | 2.8k | 128.08 | |
| Truist Financial Corp equities (TFC) | 0.2 | $357k | 8.3k | 43.03 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $334k | 3.2k | 102.99 | |
| Travelers Companies (TRV) | 0.2 | $326k | 1.7k | 187.48 | |
| Avery Dennison Corporation (AVY) | 0.2 | $317k | 1.8k | 181.00 | |
| ConocoPhillips (COP) | 0.2 | $294k | 2.5k | 118.00 | |
| Pfizer (PFE) | 0.2 | $285k | 5.6k | 51.24 | |
| Flowers Foods (FLO) | 0.2 | $282k | 9.8k | 28.74 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $273k | 1.3k | 214.24 | |
| Waste Management (WM) | 0.2 | $271k | 1.7k | 156.90 | |
| South State Corporation (SSB) | 0.2 | $271k | 3.5k | 76.36 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.2 | $270k | 3.6k | 74.22 | |
| Schlumberger Com Stk (SLB) | 0.2 | $257k | 4.8k | 53.46 | |
| Discover Financial Services (DFS) | 0.1 | $245k | 2.5k | 97.83 | |
| Live Oak Bancshares (LOB) | 0.1 | $227k | 7.5k | 30.20 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $221k | 3.3k | 66.65 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $219k | 2.9k | 74.91 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $195k | 4.3k | 45.15 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $192k | 5.2k | 36.93 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $185k | 861.00 | 214.46 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $159k | 2.3k | 68.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $137k | 1.5k | 88.72 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $97k | 1.3k | 74.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $67k | 760.00 | 88.23 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $60k | 799.00 | 75.52 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $55k | 505.00 | 107.97 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $35k | 700.00 | 49.23 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $30k | 650.00 | 45.65 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $27k | 198.00 | 135.14 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $19k | 110.00 | 174.36 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $16k | 105.00 | 151.65 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $13k | 68.00 | 197.75 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $13k | 60.00 | 210.52 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $12k | 226.00 | 51.79 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $8.1k | 56.00 | 144.57 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $7.1k | 94.00 | 75.93 | |
| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $6.5k | 94.00 | 68.91 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $4.6k | 70.00 | 66.03 |
