Peachtree Investment Partners
Latest statistics and disclosures from Peachtree Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, LLY, VOO, V, and represent 47.78% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO, NVDA, SCHG, NVO, META, AMD, IJH, VGT, COR, MAR.
- Started 6 new stock positions in PH, AMLI, VXF, AMD, VIS, META.
- Reduced shares in these 10 stocks: AAPL, LLY, UNH, MCK, NOC, V, ADP, ACN, COST, MA.
- Sold out of its positions in ABBV, APD, AVY, BLK, CSX, CVX, COP, GPC, TROW, TSLA. TRV, WM.
- Peachtree Investment Partners was a net seller of stock by $-16M.
- Peachtree Investment Partners has $247M in assets under management (AUM), dropping by 1.51%.
- Central Index Key (CIK): 0001743863
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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 |
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| Apple (AAPL) | 11.4 | $28M | -7% | 165k | 171.48 |
|
| Eli Lilly & Co. (LLY) | 8.7 | $22M | -8% | 28k | 777.95 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.8 | $17M | +9% | 35k | 480.70 |
|
| Visa Com Cl A (V) | 5.7 | $14M | -6% | 50k | 279.08 |
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| Home Depot (HD) | 5.4 | $13M | -4% | 35k | 383.60 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.7 | $12M | +10% | 125k | 92.72 |
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| Costco Wholesale Corporation (COST) | 4.5 | $11M | -5% | 15k | 732.65 |
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| McKesson Corporation (MCK) | 3.1 | $7.6M | -13% | 14k | 536.87 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.8 | $6.9M | -10% | 20k | 346.61 |
|
| Mastercard Incorporated Cl A (MA) | 2.8 | $6.8M | -8% | 14k | 481.56 |
|
| Amazon (AMZN) | 2.3 | $5.7M | -4% | 32k | 180.38 |
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| TJX Companies (TJX) | 2.1 | $5.2M | -7% | 52k | 101.42 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $4.4M | 8.5k | 523.07 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $4.0M | -9% | 20k | 200.30 |
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| Automatic Data Processing (ADP) | 1.6 | $4.0M | -17% | 16k | 249.73 |
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| Northrop Grumman Corporation (NOC) | 1.2 | $3.0M | -25% | 6.2k | 478.64 |
|
| AmerisourceBergen (COR) | 1.2 | $2.9M | +9% | 12k | 242.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.7M | 6.5k | 420.52 |
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| Vanguard World Inf Tech Etf (VGT) | 1.1 | $2.6M | +10% | 5.0k | 524.38 |
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| NVIDIA Corporation (NVDA) | 0.9 | $2.2M | +109% | 2.4k | 903.38 |
|
| Abbott Laboratories (ABT) | 0.8 | $1.9M | -15% | 17k | 113.66 |
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| Stryker Corporation (SYK) | 0.8 | $1.9M | 5.2k | 357.90 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.7M | 11k | 158.19 |
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| McDonald's Corporation (MCD) | 0.7 | $1.7M | -15% | 5.9k | 281.93 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $1.4M | -9% | 22k | 61.05 |
|
| Pepsi (PEP) | 0.5 | $1.4M | +9% | 7.7k | 175.01 |
|
| Nike CL B (NKE) | 0.5 | $1.3M | -17% | 14k | 93.98 |
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| Procter & Gamble Company (PG) | 0.5 | $1.3M | 7.7k | 162.26 |
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| UnitedHealth (UNH) | 0.5 | $1.1M | -63% | 2.3k | 494.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $978k | +14% | 3.8k | 259.93 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $972k | +241% | 7.6k | 128.40 |
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| Ross Stores (ROST) | 0.4 | $947k | -28% | 6.5k | 146.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $816k | 2.4k | 337.03 |
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| Marriott Intl Cl A (MAR) | 0.3 | $798k | +43% | 3.2k | 252.30 |
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| Cintas Corporation (CTAS) | 0.3 | $742k | 1.1k | 686.97 |
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| Coca-Cola Company (KO) | 0.3 | $731k | -2% | 12k | 61.18 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $679k | +332% | 11k | 60.74 |
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| Meta Platforms Cl A (META) | 0.3 | $636k | NEW | 1.3k | 485.62 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $595k | +41% | 1.1k | 525.85 |
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| Eaton Corp SHS (ETN) | 0.2 | $587k | +48% | 1.9k | 312.68 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $580k | +4% | 9.3k | 62.06 |
|
| Merck & Co (MRK) | 0.2 | $562k | +6% | 4.3k | 131.94 |
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| L3harris Technologies (LHX) | 0.2 | $549k | -20% | 2.6k | 213.11 |
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| Rollins (ROL) | 0.2 | $544k | -30% | 12k | 46.27 |
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| Advanced Micro Devices (AMD) | 0.2 | $540k | NEW | 3.0k | 180.49 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $512k | 12k | 43.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $503k | +46% | 3.3k | 152.25 |
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| Honeywell International (HON) | 0.2 | $487k | 2.4k | 205.24 |
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| First Horizon National Corporation (FHN) | 0.2 | $460k | 30k | 15.40 |
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| Monster Beverage Corp (MNST) | 0.2 | $448k | 7.6k | 59.28 |
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| Lowe's Companies (LOW) | 0.2 | $447k | -55% | 1.8k | 254.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $435k | -8% | 2.9k | 150.93 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $393k | -21% | 2.2k | 182.69 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $367k | -14% | 807.00 | 454.99 |
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| Yum! Brands (YUM) | 0.1 | $359k | -8% | 2.6k | 138.66 |
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| Danaher Corporation (DHR) | 0.1 | $339k | -62% | 1.4k | 249.79 |
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| Discover Financial Services (DFS) | 0.1 | $330k | 2.5k | 131.07 |
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| Norfolk Southern (NSC) | 0.1 | $306k | -55% | 1.2k | 254.93 |
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| South State Corporation (SSB) | 0.1 | $304k | 3.6k | 85.02 |
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| Truist Financial Corp equities (TFC) | 0.1 | $297k | -3% | 7.6k | 38.98 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $288k | -26% | 2.5k | 116.22 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $279k | -19% | 2.1k | 135.06 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $278k | 3.6k | 76.61 |
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| Live Oak Bancshares (LOB) | 0.1 | $272k | 6.6k | 41.51 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $267k | 5.3k | 50.67 |
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| Anthem (ELV) | 0.1 | $253k | -59% | 488.00 | 518.64 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $252k | +2% | 3.6k | 70.01 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $252k | -6% | 2.6k | 96.70 |
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| Consolidated Edison (ED) | 0.1 | $240k | -53% | 2.6k | 90.81 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $238k | NEW | 429.00 | 555.79 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $233k | 814.00 | 286.55 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $212k | 2.9k | 72.63 |
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| Hershey Company (HSY) | 0.1 | $212k | -74% | 1.1k | 194.41 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $200k | -71% | 1.1k | 174.23 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $162k | -19% | 598.00 | 270.70 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $157k | -12% | 1.7k | 91.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $99k | 1.2k | 80.64 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $67k | 511.00 | 130.75 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $35k | 195.00 | 179.22 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $34k | 700.00 | 49.05 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $31k | 198.00 | 155.79 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $30k | 104.00 | 287.55 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $30k | 650.00 | 46.00 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $27k | NEW | 155.00 | 175.27 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $23k | 112.00 | 209.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $18k | 80.00 | 229.25 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $12k | NEW | 50.00 | 244.16 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $11k | 32.00 | 344.19 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $11k | 41.00 | 268.12 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $11k | 57.00 | 186.21 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $8.7k | +2% | 114.00 | 76.68 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $8.1k | +2% | 118.00 | 68.56 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $7.4k | 67.00 | 110.52 |
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| American Lithium Corp Com New (AMLI) | 0.0 | $6.8k | NEW | 10k | 0.68 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $5.9k | 72.00 | 81.25 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.2k | 19.00 | 114.16 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $0 | 0 | 0.00 |
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Past Filings by Peachtree Investment Partners
SEC 13F filings are viewable for Peachtree Investment Partners going back to 2018
- Peachtree Investment Partners 2024 Q1 filed May 10, 2024
- Peachtree Investment Partners 2023 Q4 filed Feb. 12, 2024
- Peachtree Investment Partners 2023 Q3 filed Nov. 13, 2023
- Peachtree Investment Partners 2023 Q2 filed Aug. 14, 2023
- Peachtree Investment Partners 2023 Q1 filed May 15, 2023
- Peachtree Investment Partners 2022 Q4 filed Feb. 14, 2023
- Peachtree Investment Partners 2022 Q3 filed Nov. 8, 2022
- Peachtree Investment Partners 2022 Q2 filed Aug. 16, 2022
- Peachtree Investment Partners 2022 Q1 filed June 8, 2022
- Peachtree Investment Partners 2021 Q4 filed Feb. 11, 2022
- Peachtree Investment Partners 2021 Q3 filed Nov. 8, 2021
- Peachtree Investment Partners 2021 Q2 filed July 27, 2021
- Peachtree Investment Partners 2021 Q1 filed May 5, 2021
- Peachtree Investment Partners 2020 Q4 filed Feb. 16, 2021
- Peachtree Investment Partners 2020 Q3 filed Nov. 3, 2020
- Peachtree Investment Partners 2020 Q2 filed Aug. 13, 2020