Peachtree Investment Partners

Peachtree Investment Partners as of Dec. 31, 2024

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 114 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 15.0 $40M 160k 250.42
Microsoft Corporation (MSFT) 13.0 $35M 83k 421.50
Eli Lilly & Co. (LLY) 7.4 $20M 26k 772.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.5 $18M 32k 538.81
Visa Com Cl A (V) 5.9 $16M 50k 316.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.8 $16M 555k 27.87
Costco Wholesale Corporation (COST) 5.0 $13M 14k 916.30
Home Depot (HD) 4.7 $12M 32k 388.99
McKesson Corporation (MCK) 3.0 $7.9M 14k 569.91
Mastercard Incorporated Cl A (MA) 2.8 $7.4M 14k 526.55
Amazon (AMZN) 2.7 $7.2M 33k 219.39
TJX Companies (TJX) 2.3 $6.2M 52k 120.81
JPMorgan Chase & Co. (JPM) 1.8 $4.7M 20k 239.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $4.6M 7.9k 586.10
Accenture Plc Ireland Shs Class A (ACN) 1.5 $4.1M 12k 351.78
Automatic Data Processing (ADP) 1.5 $4.1M 14k 292.73
NVIDIA Corporation (NVDA) 1.4 $3.8M 28k 134.29
Vanguard World Inf Tech Etf (VGT) 1.2 $3.3M 5.3k 621.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.0M 6.5k 453.28
Northrop Grumman Corporation (NOC) 1.0 $2.6M 5.6k 469.27
AmerisourceBergen (COR) 0.8 $2.2M 9.9k 224.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $2.0M 85k 23.18
Stryker Corporation (SYK) 0.6 $1.7M 4.6k 360.02
Abbott Laboratories (ABT) 0.6 $1.6M 14k 113.11
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.5M 64k 22.70
McDonald's Corporation (MCD) 0.5 $1.3M 4.5k 289.90
Johnson & Johnson (JNJ) 0.5 $1.2M 8.6k 144.63
Meta Platforms Cl A (META) 0.4 $1.2M 2.0k 585.51
Procter & Gamble Company (PG) 0.4 $1.1M 6.6k 167.66
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 1.9k 588.73
UnitedHealth (UNH) 0.4 $1.1M 2.1k 505.84
Palantir Technologies Cl A (PLTR) 0.4 $1.0M 14k 75.63
Ross Stores (ROST) 0.4 $983k 6.5k 151.26
Alphabet Cap Stk Cl A (GOOGL) 0.3 $895k 4.7k 189.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $844k 2.9k 289.86
Marriott Intl Cl A (MAR) 0.3 $833k 3.0k 278.96
Nike CL B (NKE) 0.3 $781k 10k 75.67
Pepsi (PEP) 0.3 $723k 4.8k 152.06
Coca-Cola Company (KO) 0.3 $697k 11k 62.26
Eaton Corp SHS (ETN) 0.2 $647k 1.9k 331.87
Alphabet Cap Stk Cl C (GOOG) 0.2 $628k 3.3k 190.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $573k 1.4k 401.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $567k 9.1k 62.31
Monster Beverage Corp (MNST) 0.2 $551k 11k 52.56
Rollins (ROL) 0.2 $551k 12k 46.35
First Horizon National Corporation (FHN) 0.2 $504k 25k 20.14
Fair Isaac Corporation (FICO) 0.2 $496k 249.00 1990.93
Ishares Tr U.s. Tech Etf (IYW) 0.2 $453k 2.8k 159.50
L3harris Technologies (LHX) 0.2 $443k 2.1k 210.25
Discover Financial Services 0.2 $437k 2.5k 173.20
Cintas Corporation (CTAS) 0.2 $435k 2.4k 182.68
Exxon Mobil Corporation (XOM) 0.2 $423k 3.9k 107.56
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $421k 2.0k 210.45
Honeywell International (HON) 0.2 $404k 1.8k 225.94
Lockheed Martin Corporation (LMT) 0.2 $403k 830.00 485.71
Comcast Corp Cl A (CMCSA) 0.1 $380k 10k 37.53
International Business Machines (IBM) 0.1 $374k 1.7k 219.88
American Express Company (AXP) 0.1 $365k 1.2k 296.69
Republic Services (RSG) 0.1 $357k 1.8k 201.20
South State Corporation 0.1 $356k 3.6k 99.47
Broadcom (AVGO) 0.1 $352k 1.5k 231.84
Merck & Co (MRK) 0.1 $329k 3.3k 99.48
Lowe's Companies (LOW) 0.1 $317k 1.3k 246.73
Danaher Corporation (DHR) 0.1 $312k 1.4k 229.63
Wal-Mart Stores (WMT) 0.1 $303k 3.3k 90.36
Tesla Motors (TSLA) 0.1 $299k 741.00 403.86
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $291k 10k 28.31
Duke Energy Corp Com New (DUK) 0.1 $288k 2.7k 107.73
Yum! Brands (YUM) 0.1 $286k 2.1k 134.15
Truist Financial Corp equities (TFC) 0.1 $284k 6.6k 43.38
Vanguard World Mega Grwth Ind (MGK) 0.1 $280k 814.00 343.34
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $275k 3.6k 75.70
Norfolk Southern (NSC) 0.1 $270k 1.2k 234.65
Consolidated Edison (ED) 0.1 $239k 2.7k 89.23
Parker-Hannifin Corporation (PH) 0.1 $235k 370.00 636.03
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $233k 990.00 235.27
Netflix (NFLX) 0.1 $229k 257.00 891.32
Wp Carey (WPC) 0.1 $223k 4.1k 54.48
Texas Instruments Incorporated (TXN) 0.1 $219k 1.2k 187.58
Mondelez Intl Cl A (MDLZ) 0.1 $212k 3.5k 59.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $210k 2.9k 71.91
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $164k 1.8k 90.92
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $141k 491.00 287.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $105k 3.9k 27.32
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $78k 3.0k 26.07
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $70k 516.00 135.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $49k 265.00 185.21
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $39k 242.00 161.85
Ishares Tr Russell 2000 Etf (IWM) 0.0 $37k 166.00 220.37
Ishares Tr Rus 1000 Etf (IWB) 0.0 $34k 104.00 323.33
Vanguard World Utilities Etf (VPU) 0.0 $21k 130.00 163.42
Vanguard Index Fds Small Cp Etf (VB) 0.0 $21k 86.00 240.84
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $17k 700.00 24.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $15k 650.00 22.70
Vanguard Index Fds Growth Etf (VUG) 0.0 $13k 32.00 410.44
Vanguard World Industrial Etf (VIS) 0.0 $13k 51.00 251.92
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $11k 58.00 190.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $11k 67.00 164.16
Vanguard World Health Car Etf (VHT) 0.0 $10k 41.00 251.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $9.8k 127.00 77.24
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $9.1k 133.00 68.12
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $7.7k 67.00 115.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $6.0k 217.00 27.74
Vanguard World Financials Etf (VFH) 0.0 $5.2k 44.00 118.07
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $2.4k 19.00 126.74
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $2.2k 24.00 92.58
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $2.1k 15.00 139.33
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $2.0k 86.00 23.67
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $1.4k 46.00 29.70
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $1.3k 44.00 29.05
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $853.000500 33.00 25.85
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $715.000000 8.00 89.38
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $316.999900 7.00 45.29
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $316.000500 15.00 21.07