Peachtree Investment Partners

Peachtree Investment Partners as of June 30, 2023

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 107 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 17.1 $37M 193k 193.97
Microsoft Corporation (MSFT) 14.4 $32M 93k 340.54
Visa Com Cl A (V) 5.8 $13M 54k 237.48
Eli Lilly & Co. (LLY) 5.4 $12M 25k 468.98
Home Depot (HD) 4.9 $11M 35k 310.64
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.1 $9.1M 121k 74.95
Costco Wholesale Corporation (COST) 3.4 $7.4M 14k 538.39
Accenture Plc Ireland Shs Class A (ACN) 3.1 $6.9M 22k 308.58
McKesson Corporation (MCK) 2.9 $6.4M 15k 427.32
Mastercard Incorporated Cl A (MA) 2.7 $6.0M 15k 393.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $5.5M 14k 407.29
TJX Companies (TJX) 2.2 $4.8M 57k 84.79
Vanguard World Fds Inf Tech Etf (VGT) 2.0 $4.4M 9.9k 442.17
Automatic Data Processing (ADP) 1.9 $4.1M 19k 219.79
Northrop Grumman Corporation (NOC) 1.8 $3.9M 8.6k 455.81
UnitedHealth (UNH) 1.4 $3.1M 6.4k 480.64
Amazon (AMZN) 1.4 $3.1M 24k 130.36
Hershey Company (HSY) 1.3 $2.8M 11k 249.71
Abbott Laboratories (ABT) 1.1 $2.5M 23k 109.02
McDonald's Corporation (MCD) 1.0 $2.2M 7.3k 298.41
Johnson & Johnson (JNJ) 1.0 $2.1M 13k 165.52
Nike CL B (NKE) 0.9 $1.9M 17k 110.37
JPMorgan Chase & Co. (JPM) 0.8 $1.7M 12k 145.45
Stryker Corporation (SYK) 0.7 $1.6M 5.3k 305.08
Pepsi (PEP) 0.7 $1.5M 8.2k 185.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.2M 23k 51.70
Procter & Gamble Company (PG) 0.5 $1.2M 7.8k 151.73
AmerisourceBergen (COR) 0.5 $1.2M 6.1k 192.44
Ferrari Nv Ord (RACE) 0.5 $1.1M 3.5k 325.21
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.1M 2.5k 445.71
Danaher Corporation (DHR) 0.5 $1.1M 4.6k 239.99
Ross Stores (ROST) 0.5 $1.0M 9.0k 112.13
Lowe's Companies (LOW) 0.4 $967k 4.3k 225.72
Rollins (ROL) 0.4 $852k 20k 42.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $781k 2.3k 340.98
Merck & Co (MRK) 0.4 $779k 6.8k 115.39
Oracle Corporation (ORCL) 0.3 $758k 6.4k 119.10
Coca-Cola Company (KO) 0.3 $757k 13k 60.22
Texas Instruments Incorporated (TXN) 0.3 $734k 4.1k 179.97
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $698k 2.7k 261.44
W.W. Grainger (GWW) 0.3 $672k 852.00 788.70
L3harris Technologies (LHX) 0.3 $663k 3.4k 195.80
Anthem (ELV) 0.3 $640k 1.4k 444.39
Vanguard World Mega Grwth Ind (MGK) 0.3 $639k 2.7k 235.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $638k 2.9k 220.26
Norfolk Southern (NSC) 0.3 $615k 2.7k 226.77
CSX Corporation (CSX) 0.3 $549k 16k 34.10
Honeywell International (HON) 0.2 $533k 2.6k 207.46
Consolidated Edison (ED) 0.2 $528k 5.8k 90.39
Novo-nordisk A S Adr (NVO) 0.2 $525k 3.2k 161.83
Genuine Parts Company (GPC) 0.2 $516k 3.1k 169.25
Lockheed Martin Corporation (LMT) 0.2 $512k 1.1k 460.58
Eaton Corp SHS (ETN) 0.2 $511k 2.5k 201.10
Comcast Corp Cl A (CMCSA) 0.2 $499k 12k 41.55
United Rentals (URI) 0.2 $498k 1.1k 445.27
Yum! Brands (YUM) 0.2 $481k 3.5k 138.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $451k 1.0k 443.39
T. Rowe Price (TROW) 0.2 $448k 4.0k 112.03
Bristol Myers Squibb (BMY) 0.2 $440k 6.9k 63.95
Monster Beverage Corp (MNST) 0.2 $434k 7.6k 57.44
Exxon Mobil Corporation (XOM) 0.2 $432k 4.0k 107.24
Chevron Corporation (CVX) 0.2 $427k 2.7k 157.37
Cintas Corporation (CTAS) 0.2 $423k 850.00 497.22
Parker-Hannifin Corporation (PH) 0.2 $372k 954.00 390.15
BlackRock (BLK) 0.2 $356k 515.00 690.72
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $351k 1.3k 275.15
First Horizon National Corporation (FHN) 0.1 $317k 28k 11.27
Ferguson SHS (FERG) 0.1 $315k 2.0k 157.31
Ishares Tr U.s. Tech Etf (IYW) 0.1 $306k 2.8k 108.87
Avery Dennison Corporation (AVY) 0.1 $301k 1.8k 171.80
Discover Financial Services (DFS) 0.1 $292k 2.5k 116.85
Duke Energy Corp Com New (DUK) 0.1 $281k 3.1k 89.74
Mondelez Intl Cl A (MDLZ) 0.1 $279k 3.8k 72.94
Air Products & Chemicals (APD) 0.1 $277k 923.00 299.53
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $275k 3.6k 75.65
Waste Management (WM) 0.1 $274k 1.6k 173.38
Abbvie (ABBV) 0.1 $264k 2.0k 134.75
Truist Financial Corp equities (TFC) 0.1 $257k 8.5k 30.35
Travelers Companies (TRV) 0.1 $244k 1.4k 173.63
ConocoPhillips (COP) 0.1 $244k 2.4k 103.61
Ametek (AME) 0.1 $243k 1.5k 161.89
South State Corporation (SSB) 0.1 $234k 3.5k 65.80
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $223k 5.2k 42.79
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $212k 2.9k 72.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $211k 4.0k 52.37
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $209k 862.00 242.69
Alphabet Cap Stk Cl A (GOOGL) 0.1 $204k 1.7k 119.70
Marriott Intl Cl A (MAR) 0.1 $202k 1.1k 183.71
General Mills (GIS) 0.1 $202k 2.6k 76.70
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $154k 2.1k 74.99
Alphabet Cap Stk Cl C (GOOG) 0.1 $140k 1.2k 120.95
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $58k 507.00 114.98
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $35k 700.00 49.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $30k 650.00 46.16
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $27k 198.00 138.27
Ishares Tr Russell 2000 Etf (IWM) 0.0 $21k 110.00 187.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $18k 242.00 72.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $17k 105.00 158.47
Vanguard Index Fds Small Cp Etf (VB) 0.0 $15k 73.00 209.33
Ishares Tr Rus 1000 Etf (IWB) 0.0 $15k 60.00 244.38
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $14k 201.00 67.16
Vanguard World Fds Energy Etf (VDE) 0.0 $12k 104.00 113.07
Vanguard World Fds Health Car Etf (VHT) 0.0 $11k 45.00 247.38
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $9.0k 56.00 161.18
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $7.8k 101.00 77.07
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $7.1k 102.00 69.93
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $5.0k 71.00 71.03