Peachtree Investment Partners

Peachtree Investment Partners as of Dec. 31, 2023

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 104 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.1 $35M 179k 192.53
Microsoft Corporation (MSFT) 13.7 $33M 89k 376.04
Eli Lilly & Co. (LLY) 7.3 $18M 31k 582.91
Visa Com Cl A (V) 5.8 $14M 54k 260.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.7 $14M 32k 436.80
Home Depot (HD) 5.2 $13M 36k 346.55
Costco Wholesale Corporation (COST) 4.3 $11M 16k 660.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.9 $9.4M 114k 82.96
Accenture Plc Ireland Shs Class A (ACN) 3.2 $7.8M 22k 350.90
McKesson Corporation (MCK) 3.1 $7.6M 16k 462.97
Mastercard Incorporated Cl A (MA) 2.7 $6.6M 16k 426.51
TJX Companies (TJX) 2.2 $5.3M 56k 93.81
Amazon (AMZN) 2.1 $5.0M 33k 151.94
Automatic Data Processing (ADP) 1.8 $4.5M 19k 232.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $4.1M 8.6k 475.31
Northrop Grumman Corporation (NOC) 1.6 $3.9M 8.3k 468.15
JPMorgan Chase & Co. (JPM) 1.5 $3.8M 22k 170.10
UnitedHealth (UNH) 1.4 $3.4M 6.4k 526.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.3M 6.5k 356.66
AmerisourceBergen (COR) 0.9 $2.3M 11k 205.38
Vanguard World Fds Inf Tech Etf (VGT) 0.9 $2.2M 4.5k 484.03
Abbott Laboratories (ABT) 0.9 $2.2M 20k 110.07
McDonald's Corporation (MCD) 0.8 $2.1M 6.9k 296.51
Nike CL B (NKE) 0.8 $1.8M 17k 108.57
Johnson & Johnson (JNJ) 0.7 $1.7M 11k 156.74
Stryker Corporation (SYK) 0.6 $1.5M 5.1k 299.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.4M 25k 55.67
Ross Stores (ROST) 0.5 $1.2M 9.0k 138.39
Pepsi (PEP) 0.5 $1.2M 7.1k 169.83
Procter & Gamble Company (PG) 0.5 $1.1M 7.6k 146.54
Lowe's Companies (LOW) 0.4 $884k 4.0k 222.57
Danaher Corporation (DHR) 0.3 $834k 3.6k 231.32
Hershey Company (HSY) 0.3 $809k 4.3k 186.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $779k 3.3k 237.23
Rollins (ROL) 0.3 $737k 17k 43.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $734k 2.4k 303.19
Coca-Cola Company (KO) 0.3 $720k 12k 58.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $716k 2.6k 277.12
Texas Instruments Incorporated (TXN) 0.3 $697k 4.1k 170.46
L3harris Technologies (LHX) 0.3 $680k 3.2k 210.62
Cintas Corporation (CTAS) 0.3 $645k 1.1k 602.82
Norfolk Southern (NSC) 0.3 $639k 2.7k 236.42
NVIDIA Corporation (NVDA) 0.2 $577k 1.2k 495.42
Anthem (ELV) 0.2 $562k 1.2k 471.51
CSX Corporation (CSX) 0.2 $547k 16k 34.67
Comcast Corp Cl A (CMCSA) 0.2 $518k 12k 43.85
Consolidated Edison (ED) 0.2 $512k 5.6k 90.97
Honeywell International (HON) 0.2 $502k 2.4k 209.73
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $502k 8.9k 56.40
Marriott Intl Cl A (MAR) 0.2 $496k 2.2k 225.50
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $464k 2.8k 168.54
Alphabet Cap Stk Cl A (GOOGL) 0.2 $439k 3.1k 139.69
Monster Beverage Corp (MNST) 0.2 $435k 7.6k 57.61
Merck & Co (MRK) 0.2 $435k 4.0k 109.03
Lockheed Martin Corporation (LMT) 0.2 $426k 940.00 453.05
First Horizon National Corporation (FHN) 0.2 $423k 30k 14.16
Genuine Parts Company (GPC) 0.2 $423k 3.1k 138.51
BlackRock 0.2 $418k 515.00 811.67
T. Rowe Price (TROW) 0.2 $396k 3.7k 107.69
Ishares Tr Core S&p500 Etf (IVV) 0.2 $382k 800.00 477.63
Yum! Brands (YUM) 0.2 $370k 2.8k 130.67
Avery Dennison Corporation (AVY) 0.1 $354k 1.8k 202.16
Exxon Mobil Corporation (XOM) 0.1 $334k 3.3k 99.98
Alphabet Cap Stk Cl C (GOOG) 0.1 $318k 2.3k 140.92
Ishares Tr U.s. Tech Etf (IYW) 0.1 $314k 2.6k 122.76
Eaton Corp SHS (ETN) 0.1 $305k 1.3k 240.82
South State Corporation (SSB) 0.1 $302k 3.6k 84.44
Live Oak Bancshares (LOB) 0.1 $298k 6.5k 45.50
Truist Financial Corp equities (TFC) 0.1 $291k 7.9k 36.92
Chevron Corporation (CVX) 0.1 $284k 1.9k 149.14
Discover Financial Services (DFS) 0.1 $283k 2.5k 112.38
Waste Management (WM) 0.1 $283k 1.6k 179.12
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $281k 3.6k 77.48
Duke Energy Corp Com New (DUK) 0.1 $272k 2.8k 97.05
Travelers Companies (TRV) 0.1 $269k 1.4k 190.54
Abbvie (ABBV) 0.1 $263k 1.7k 154.96
Mondelez Intl Cl A (MDLZ) 0.1 $254k 3.5k 72.44
Air Products & Chemicals (APD) 0.1 $253k 923.00 273.80
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $242k 5.2k 46.06
ConocoPhillips (COP) 0.1 $239k 2.1k 116.07
Novo-nordisk A S Adr (NVO) 0.1 $229k 2.2k 103.45
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $215k 2.9k 73.55
Vanguard World Mega Grwth Ind (MGK) 0.1 $211k 815.00 259.42
Tesla Motors (TSLA) 0.1 $211k 848.00 248.48
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $187k 742.00 252.25
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $156k 2.0k 79.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $93k 1.2k 76.13
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $64k 510.00 125.20
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $35k 700.00 49.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $32k 195.00 165.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $30k 650.00 46.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $29k 198.00 144.90
Ishares Tr Rus 1000 Etf (IWB) 0.0 $27k 104.00 261.36
Ishares Tr Russell 2000 Etf (IWM) 0.0 $22k 111.00 201.12
Vanguard Index Fds Small Cp Etf (VB) 0.0 $17k 79.00 212.42
Vanguard World Fds Health Car Etf (VHT) 0.0 $10k 41.00 248.49
Vanguard Index Fds Growth Etf (VUG) 0.0 $9.9k 32.00 310.88
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $9.8k 57.00 172.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $8.6k 111.00 77.10
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $7.9k 115.00 69.06
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $7.3k 67.00 108.25
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $5.4k 72.00 74.92
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $2.0k 19.00 104.47
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $0 0 0.00