Peachtree Investment Partners

Peachtree Investment Partners as of March 31, 2024

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 98 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 15.1 $38M 89k 420.72
Apple (AAPL) 11.4 $28M 165k 171.48
Eli Lilly & Co. (LLY) 8.7 $22M 28k 777.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.8 $17M 35k 480.70
Visa Com Cl A (V) 5.7 $14M 50k 279.08
Home Depot (HD) 5.4 $13M 35k 383.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.7 $12M 125k 92.72
Costco Wholesale Corporation (COST) 4.5 $11M 15k 732.65
McKesson Corporation (MCK) 3.1 $7.6M 14k 536.87
Accenture Plc Ireland Shs Class A (ACN) 2.8 $6.9M 20k 346.61
Mastercard Incorporated Cl A (MA) 2.8 $6.8M 14k 481.56
Amazon (AMZN) 2.3 $5.7M 32k 180.38
TJX Companies (TJX) 2.1 $5.2M 52k 101.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $4.4M 8.5k 523.07
JPMorgan Chase & Co. (JPM) 1.6 $4.0M 20k 200.30
Automatic Data Processing (ADP) 1.6 $4.0M 16k 249.73
Northrop Grumman Corporation (NOC) 1.2 $3.0M 6.2k 478.64
AmerisourceBergen (COR) 1.2 $2.9M 12k 242.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.7M 6.5k 420.52
Vanguard World Inf Tech Etf (VGT) 1.1 $2.6M 5.0k 524.38
NVIDIA Corporation (NVDA) 0.9 $2.2M 2.4k 903.38
Abbott Laboratories (ABT) 0.8 $1.9M 17k 113.66
Stryker Corporation (SYK) 0.8 $1.9M 5.2k 357.90
Johnson & Johnson (JNJ) 0.7 $1.7M 11k 158.19
McDonald's Corporation (MCD) 0.7 $1.7M 5.9k 281.93
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.4M 22k 61.05
Pepsi (PEP) 0.5 $1.4M 7.7k 175.01
Nike CL B (NKE) 0.5 $1.3M 14k 93.98
Procter & Gamble Company (PG) 0.5 $1.3M 7.7k 162.26
UnitedHealth (UNH) 0.5 $1.1M 2.3k 494.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $978k 3.8k 259.93
Novo-nordisk A S Adr (NVO) 0.4 $972k 7.6k 128.40
Ross Stores (ROST) 0.4 $947k 6.5k 146.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $816k 2.4k 337.03
Marriott Intl Cl A (MAR) 0.3 $798k 3.2k 252.30
Cintas Corporation (CTAS) 0.3 $742k 1.1k 686.97
Coca-Cola Company (KO) 0.3 $731k 12k 61.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $679k 11k 60.74
Meta Platforms Cl A (META) 0.3 $636k 1.3k 485.62
Ishares Tr Core S&p500 Etf (IVV) 0.2 $595k 1.1k 525.85
Eaton Corp SHS (ETN) 0.2 $587k 1.9k 312.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $580k 9.3k 62.06
Merck & Co (MRK) 0.2 $562k 4.3k 131.94
L3harris Technologies (LHX) 0.2 $549k 2.6k 213.11
Rollins (ROL) 0.2 $544k 12k 46.27
Advanced Micro Devices (AMD) 0.2 $540k 3.0k 180.49
Comcast Corp Cl A (CMCSA) 0.2 $512k 12k 43.35
Alphabet Cap Stk Cl C (GOOG) 0.2 $503k 3.3k 152.25
Honeywell International (HON) 0.2 $487k 2.4k 205.24
First Horizon National Corporation (FHN) 0.2 $460k 30k 15.40
Monster Beverage Corp (MNST) 0.2 $448k 7.6k 59.28
Lowe's Companies (LOW) 0.2 $447k 1.8k 254.70
Alphabet Cap Stk Cl A (GOOGL) 0.2 $435k 2.9k 150.93
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $393k 2.2k 182.69
Lockheed Martin Corporation (LMT) 0.1 $367k 807.00 454.99
Yum! Brands (YUM) 0.1 $359k 2.6k 138.66
Danaher Corporation (DHR) 0.1 $339k 1.4k 249.79
Discover Financial Services (DFS) 0.1 $330k 2.5k 131.07
Norfolk Southern (NSC) 0.1 $306k 1.2k 254.93
South State Corporation (SSB) 0.1 $304k 3.6k 85.02
Truist Financial Corp equities (TFC) 0.1 $297k 7.6k 38.98
Exxon Mobil Corporation (XOM) 0.1 $288k 2.5k 116.22
Ishares Tr U.s. Tech Etf (IYW) 0.1 $279k 2.1k 135.06
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $278k 3.6k 76.61
Live Oak Bancshares (LOB) 0.1 $272k 6.6k 41.51
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $267k 5.3k 50.67
Anthem (ELV) 0.1 $253k 488.00 518.64
Mondelez Intl Cl A (MDLZ) 0.1 $252k 3.6k 70.01
Duke Energy Corp Com New (DUK) 0.1 $252k 2.6k 96.70
Consolidated Edison (ED) 0.1 $240k 2.6k 90.81
Parker-Hannifin Corporation (PH) 0.1 $238k 429.00 555.79
Vanguard World Mega Grwth Ind (MGK) 0.1 $233k 814.00 286.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $212k 2.9k 72.63
Hershey Company (HSY) 0.1 $212k 1.1k 194.41
Texas Instruments Incorporated (TXN) 0.1 $200k 1.1k 174.23
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $162k 598.00 270.70
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $157k 1.7k 91.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $99k 1.2k 80.64
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $67k 511.00 130.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $35k 195.00 179.22
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $34k 700.00 49.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $31k 198.00 155.79
Ishares Tr Rus 1000 Etf (IWB) 0.0 $30k 104.00 287.55
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $30k 650.00 46.00
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $27k 155.00 175.27
Ishares Tr Russell 2000 Etf (IWM) 0.0 $23k 112.00 209.37
Vanguard Index Fds Small Cp Etf (VB) 0.0 $18k 80.00 229.25
Vanguard World Industrial Etf (VIS) 0.0 $12k 50.00 244.16
Vanguard Index Fds Growth Etf (VUG) 0.0 $11k 32.00 344.19
Vanguard World Health Car Etf (VHT) 0.0 $11k 41.00 268.12
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $11k 57.00 186.21
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $8.7k 114.00 76.68
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $8.1k 118.00 68.56
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $7.4k 67.00 110.52
American Lithium Corp Com New (AMLI) 0.0 $6.8k 10k 0.68
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $5.9k 72.00 81.25
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $2.2k 19.00 114.16
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $0 0 0.00