Peachtree Investment Partners

Peachtree Investment Partners as of March 31, 2023

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 92 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 16.7 $27M 162k 164.90
Microsoft Corporation (MSFT) 12.9 $21M 72k 288.30
Visa Com Cl A (V) 7.6 $12M 54k 225.46
Home Depot (HD) 6.3 $10M 34k 295.12
Costco Wholesale Corporation (COST) 4.2 $6.7M 14k 496.86
Accenture Plc Ireland Shs Class A (ACN) 4.0 $6.3M 22k 285.81
Mastercard Incorporated Cl A (MA) 3.5 $5.6M 15k 363.41
TJX Companies (TJX) 2.8 $4.5M 57k 78.36
Automatic Data Processing (ADP) 2.6 $4.2M 19k 222.64
Northrop Grumman Corporation (NOC) 2.6 $4.2M 9.0k 461.72
McKesson Corporation (MCK) 2.5 $3.9M 11k 356.04
Eli Lilly & Co. (LLY) 2.3 $3.7M 11k 343.44
UnitedHealth (UNH) 2.1 $3.4M 7.2k 472.61
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $3.3M 51k 65.17
Hershey Company (HSY) 1.7 $2.7M 11k 254.42
Abbott Laboratories (ABT) 1.5 $2.4M 24k 101.26
Nike CL B (NKE) 1.3 $2.1M 18k 122.64
Johnson & Johnson (JNJ) 1.2 $1.9M 12k 155.00
McDonald's Corporation (MCD) 1.2 $1.9M 6.8k 279.59
Genuine Parts Company (GPC) 1.0 $1.5M 9.2k 167.31
JPMorgan Chase & Co. (JPM) 0.9 $1.5M 11k 130.31
Novo-nordisk A S Adr (NVO) 0.9 $1.4M 8.9k 159.14
Pepsi (PEP) 0.8 $1.3M 7.1k 182.30
Stryker Corporation (SYK) 0.8 $1.2M 4.3k 285.47
Danaher Corporation (DHR) 0.8 $1.2M 4.8k 252.05
Procter & Gamble Company (PG) 0.7 $1.2M 7.9k 148.70
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $1.1M 23k 47.85
Anthem (ELV) 0.7 $1.1M 2.3k 459.86
Amazon (AMZN) 0.7 $1.1M 10k 103.29
Ross Stores (ROST) 0.6 $972k 9.2k 106.13
Merck & Co (MRK) 0.5 $844k 7.9k 106.39
Coca-Cola Company (KO) 0.5 $778k 13k 62.03
Texas Instruments Incorporated (TXN) 0.5 $757k 4.1k 185.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $704k 1.9k 376.17
L3harris Technologies (LHX) 0.4 $703k 3.6k 196.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $693k 3.4k 204.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $669k 2.7k 250.15
Rollins (ROL) 0.4 $636k 17k 37.53
Lockheed Martin Corporation (LMT) 0.4 $612k 1.3k 472.63
Norfolk Southern (NSC) 0.4 $577k 2.7k 211.99
Lowe's Companies (LOW) 0.4 $570k 2.9k 199.97
Consolidated Edison (ED) 0.4 $566k 5.9k 95.67
Bristol Myers Squibb (BMY) 0.3 $545k 7.9k 69.31
Chevron Corporation (CVX) 0.3 $535k 3.3k 163.16
Exxon Mobil Corporation (XOM) 0.3 $506k 4.6k 109.66
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.3 $505k 13k 39.55
First Horizon National Corporation (FHN) 0.3 $500k 28k 17.78
Abbvie (ABBV) 0.3 $489k 3.1k 159.37
CSX Corporation (CSX) 0.3 $481k 16k 29.94
Comcast Corp Cl A (CMCSA) 0.3 $455k 12k 37.91
Honeywell International (HON) 0.3 $451k 2.4k 191.12
T. Rowe Price (TROW) 0.3 $450k 4.0k 112.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $427k 1.0k 409.46
Cintas Corporation (CTAS) 0.2 $375k 811.00 462.93
Yum! Brands (YUM) 0.2 $371k 2.8k 132.09
BlackRock (BLK) 0.2 $344k 515.00 668.56
Avery Dennison Corporation (AVY) 0.2 $314k 1.8k 178.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $312k 1.3k 244.33
Duke Energy Corp Com New (DUK) 0.2 $303k 3.1k 96.48
Truist Financial Corp equities (TFC) 0.2 $283k 8.3k 34.10
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $278k 3.6k 76.62
Waste Management (WM) 0.2 $266k 1.6k 163.15
South State Corporation (SSB) 0.2 $253k 3.5k 71.26
Discover Financial Services (DFS) 0.2 $247k 2.5k 98.84
Travelers Companies (TRV) 0.2 $247k 1.4k 171.43
Unilever Spon Adr New (UL) 0.1 $234k 4.5k 51.93
Mondelez Intl Cl A (MDLZ) 0.1 $231k 3.3k 69.73
ConocoPhillips (COP) 0.1 $226k 2.3k 99.23
Schlumberger Com Stk (SLB) 0.1 $226k 4.6k 49.10
General Mills (GIS) 0.1 $220k 2.6k 85.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $220k 4.5k 48.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $216k 2.9k 73.83
Cigna Corp (CI) 0.1 $209k 819.00 255.64
Walt Disney Company (DIS) 0.1 $209k 2.1k 100.15
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $195k 861.00 226.78
Alphabet Cap Stk Cl C (GOOG) 0.1 $152k 1.5k 103.99
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $147k 2.1k 71.51
Ishares Tr U.s. Tech Etf (IYW) 0.1 $121k 1.3k 92.82
Alphabet Cap Stk Cl A (GOOGL) 0.0 $79k 760.00 103.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $58k 799.00 73.14
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $56k 506.00 109.92
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $35k 700.00 50.43
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $31k 650.00 46.91
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $27k 198.00 133.97
Ishares Tr Russell 2000 Etf (IWM) 0.0 $20k 110.00 178.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $16k 105.00 152.26
Ishares Tr Rus 1000 Etf (IWB) 0.0 $14k 60.00 225.23
Vanguard Index Fds Small Cp Etf (VB) 0.0 $13k 70.00 188.77
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $8.5k 56.00 151.23
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $6.7k 97.00 68.94
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $4.8k 71.00 67.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $0 96.00 0.00