Peachtree Investment Partners

Peachtree Investment Partners as of June 30, 2024

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 97 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 15.4 $39M 88k 446.95
Apple (AAPL) 13.4 $34M 162k 210.62
Eli Lilly & Co. (LLY) 9.9 $25M 28k 905.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.8 $15M 30k 500.12
Visa Com Cl A (V) 5.2 $13M 50k 262.47
Costco Wholesale Corporation (COST) 5.0 $13M 15k 849.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.9 $12M 123k 100.84
Home Depot (HD) 4.5 $12M 33k 344.24
McKesson Corporation (MCK) 3.4 $8.6M 15k 584.04
Mastercard Incorporated Cl A (MA) 2.4 $6.2M 14k 441.15
Amazon (AMZN) 2.4 $6.0M 31k 193.25
TJX Companies (TJX) 2.2 $5.7M 52k 110.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $4.6M 8.4k 544.20
JPMorgan Chase & Co. (JPM) 1.6 $4.1M 21k 202.26
Accenture Plc Ireland Shs Class A (ACN) 1.5 $3.8M 13k 303.41
Automatic Data Processing (ADP) 1.4 $3.6M 15k 238.68
NVIDIA Corporation (NVDA) 1.3 $3.2M 26k 123.54
Northrop Grumman Corporation (NOC) 1.1 $2.7M 6.2k 435.94
Vanguard World Inf Tech Etf (VGT) 1.0 $2.6M 4.6k 576.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.6M 6.4k 406.80
AmerisourceBergen (COR) 1.0 $2.6M 12k 225.30
Stryker Corporation (SYK) 0.7 $1.8M 5.2k 340.25
Abbott Laboratories (ABT) 0.7 $1.7M 16k 103.91
Novo-nordisk A S Adr (NVO) 0.6 $1.5M 10k 142.73
Johnson & Johnson (JNJ) 0.6 $1.4M 9.9k 146.16
McDonald's Corporation (MCD) 0.6 $1.4M 5.6k 254.84
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $1.4M 21k 64.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.3M 21k 62.87
Procter & Gamble Company (PG) 0.5 $1.2M 7.5k 164.93
Pepsi (PEP) 0.5 $1.2M 7.2k 164.93
UnitedHealth (UNH) 0.5 $1.2M 2.3k 509.34
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.0M 1.8k 547.15
Nike CL B (NKE) 0.4 $996k 13k 75.37
Ross Stores (ROST) 0.4 $938k 6.5k 145.32
Meta Platforms Cl A (META) 0.3 $829k 1.6k 504.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $782k 2.9k 267.49
Cintas Corporation (CTAS) 0.3 $768k 1.1k 700.50
Coca-Cola Company (KO) 0.3 $761k 12k 63.65
Marriott Intl Cl A (MAR) 0.3 $727k 3.0k 241.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $659k 11k 58.52
Alphabet Cap Stk Cl A (GOOGL) 0.3 $654k 3.6k 182.16
Eaton Corp SHS (ETN) 0.2 $620k 2.0k 313.55
Exxon Mobil Corporation (XOM) 0.2 $617k 5.4k 115.11
Alphabet Cap Stk Cl C (GOOG) 0.2 $607k 3.3k 183.44
Rollins (ROL) 0.2 $576k 12k 48.79
L3harris Technologies (LHX) 0.2 $575k 2.6k 224.59
Monster Beverage Corp (MNST) 0.2 $524k 11k 49.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $518k 1.4k 364.58
Honeywell International (HON) 0.2 $509k 2.4k 213.54
Ishares Tr U.s. Tech Etf (IYW) 0.2 $505k 3.4k 150.49
Merck & Co (MRK) 0.2 $479k 3.9k 123.79
First Horizon National Corporation (FHN) 0.2 $471k 30k 15.77
Comcast Corp Cl A (CMCSA) 0.2 $396k 10k 39.16
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $394k 2.0k 197.11
Lockheed Martin Corporation (LMT) 0.1 $381k 816.00 467.12
Danaher Corporation (DHR) 0.1 $339k 1.4k 249.87
Discover Financial Services (DFS) 0.1 $330k 2.5k 130.79
Yum! Brands (YUM) 0.1 $317k 2.4k 132.43
Lowe's Companies (LOW) 0.1 $298k 1.4k 220.48
Truist Financial Corp equities (TFC) 0.1 $280k 7.2k 38.85
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $275k 3.6k 75.69
South State Corporation (SSB) 0.1 $273k 3.6k 76.41
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $272k 5.2k 52.33
Duke Energy Corp Com New (DUK) 0.1 $264k 2.6k 100.24
Anthem (ELV) 0.1 $259k 477.00 541.83
Vanguard World Mega Grwth Ind (MGK) 0.1 $256k 814.00 314.14
Norfolk Southern (NSC) 0.1 $253k 1.2k 214.68
Consolidated Edison (ED) 0.1 $237k 2.7k 89.43
Mondelez Intl Cl A (MDLZ) 0.1 $236k 3.6k 65.43
Texas Instruments Incorporated (TXN) 0.1 $225k 1.2k 194.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $222k 3.1k 72.06
Wp Carey (WPC) 0.1 $221k 4.0k 55.05
Boeing Company (BA) 0.1 $220k 1.2k 181.98
Parker-Hannifin Corporation (PH) 0.1 $212k 420.00 505.81
American Express Company (AXP) 0.1 $207k 893.00 231.43
Advanced Micro Devices (AMD) 0.1 $202k 1.2k 162.21
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $152k 1.7k 88.10
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $128k 489.00 262.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $96k 1.2k 77.77
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $66k 512.00 128.55
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $34k 700.00 48.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $34k 195.00 174.57
Ishares Tr Rus 1000 Etf (IWB) 0.0 $31k 104.00 297.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $30k 198.00 150.32
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $30k 650.00 45.58
Ishares Tr Russell 2000 Etf (IWM) 0.0 $23k 112.00 202.56
Vanguard Index Fds Small Cp Etf (VB) 0.0 $18k 82.00 217.56
Vanguard Index Fds Growth Etf (VUG) 0.0 $12k 32.00 374.00
Vanguard World Industrial Etf (VIS) 0.0 $12k 50.00 235.22
Vanguard World Health Car Etf (VHT) 0.0 $11k 41.00 263.66
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $10k 57.00 182.28
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $9.0k 118.00 76.59
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $8.5k 80.00 106.66
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $8.3k 122.00 68.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $5.6k 72.00 77.67
American Lithium Corp Com New (AMLIF) 0.0 $5.6k 10k 0.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $2.1k 19.00 110.37