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| Name: |
Peachtree Investment Partners LLC |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30305 |
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data |
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Filing Period: |
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| Holdings
Found :
26 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
1 |
- |
$430.16 |
$37,477,000 |
89,078 |
15.15% |
4,185,000 |
545 |
0.001 |
Application Software |
|
|
VOO |
Vanguard S&P 500 Etf |
4 |
- |
$486.73 |
$16,797,000 |
34,943 |
6.79% |
2,903,000 |
3,135 |
0.004 |
Closed - End Fund - E... |
|
|
SCHG |
Schwab Strategic Trust |
7 |
- |
$95.92 |
$11,597,000 |
125,072 |
4.69% |
2,178,000 |
11,531 |
0.012 |
Closed - End Fund - Debt |
|
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ABC |
AmerisourceBergen Corp |
18 |
- |
$218.89 |
$2,944,000 |
12,117 |
1.19% |
662,000 |
1,005 |
0.006 |
Drugs Wholesale |
|
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BRK.B |
Berkshire Hathaway B |
19 |
- |
$407.41 |
$2,735,000 |
6,505 |
1.11% |
427,000 |
35 |
0 |
Property & Casualty I... |
|
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VGT |
Vanguard I T VIPERS |
20 |
- |
$545.23 |
$2,628,000 |
5,011 |
1.06% |
440,000 |
491 |
0 |
Closed - End Fund - E... |
|
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NVDA |
NVIDIA Corporation |
21 |
- |
$1,064.69 |
$2,202,000 |
2,437 |
0.89% |
1,625,000 |
1,272 |
0 |
Semiconductor - Speci... |
|
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SYK |
Stryker Corp |
23 |
- |
$335.54 |
$1,876,000 |
5,242 |
0.76% |
335,000 |
95 |
0.001 |
Medical Instruments &... |
|
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PEP |
Pepsico Inc |
27 |
- |
$177.99 |
$1,352,000 |
7,723 |
0.55% |
152,000 |
658 |
0.001 |
Beverage Soft Drinks... |
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PG |
Procter & Gamble Co |
29 |
- |
$165.33 |
$1,253,000 |
7,723 |
0.51% |
133,000 |
81 |
0 |
Cleaning Products |
|
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VTI |
Vanguard Total Stock Market... |
31 |
- |
$261.87 |
$978,000 |
3,761 |
0.4% |
199,000 |
476 |
0 |
Closed - End Fund - E... |
|
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NVO |
Novo Nordisk A/S (ADR) |
32 |
- |
$136.04 |
$971,000 |
7,566 |
0.39% |
742,000 |
5,352 |
0 |
Drug Manufacturers - ... |
|
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MAR |
Marriott International Inc |
35 |
- |
$236.59 |
$798,000 |
3,162 |
0.32% |
302,000 |
963 |
0.001 |
Lodging |
|
|
CTAS |
Cintas Corp |
36 |
- |
$682.81 |
$742,000 |
1,080 |
0.3% |
97,000 |
10 |
0.001 |
Business Services |
|
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IJH |
iShares S&P MidCap 400 Index |
38 |
- |
$59.52 |
$679,000 |
11,176 |
0.27% |
-37,000 |
8,594 |
0.005 |
Closed - End Fund - E... |
|
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IVV |
iShares Core S&P 500 Etf |
40 |
- |
$532.15 |
$595,000 |
1,131 |
0.24% |
213,000 |
331 |
0 |
Closed - End Fund - E... |
|
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ETN |
Eaton Corp |
41 |
- |
$340.89 |
$587,000 |
1,878 |
0.24% |
282,000 |
613 |
0 |
Diversified Machinery |
|
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SCHX |
Schwab Strategic Trust |
42 |
- |
$62.73 |
$580,000 |
9,342 |
0.23% |
78,000 |
442 |
0 |
Closed - End Fund - Debt |
|
|
MRK |
Merck & Co Inc |
43 |
- |
$131.20 |
$562,000 |
4,256 |
0.23% |
127,000 |
266 |
0 |
Drug Manufacturers - ... |
|
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GOOG |
Alphabet Inc |
48 |
- |
$176.33 |
$503,000 |
3,306 |
0.2% |
185,000 |
1,050 |
0 |
Search Engines & Info... |
|
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LOB |
Live Oak Bancshares, Inc. |
65 |
- |
$34.17 |
$272,000 |
6,553 |
0.11% |
-26,000 |
5 |
0.017 |
N/A |
|
|
SCHK |
Schwab 1000 Index ETF |
66 |
- |
$51.12 |
$267,000 |
5,263 |
0.11% |
25,000 |
16 |
0.012 |
N/A |
|
|
MDLZ |
Mondelez International Inc |
68 |
- |
$68.30 |
$252,000 |
3,604 |
0.1% |
-2,000 |
96 |
0.001 |
Food - Major Diversified |
|
|
SCHD |
Schwab US Dividend Equity ETF |
78 |
- |
$78.10 |
$99,000 |
1,230 |
0.04% |
6,000 |
9 |
0 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
92 |
- |
$76.29 |
$9,000 |
114 |
0% |
0 |
3 |
0 |
Closed - End Fund - E... |
|
|
BNDW |
Vanguard Total World Bond Etf |
93 |
- |
$0.00 |
$8,000 |
118 |
0% |
0 |
3 |
0.002 |
N/A |
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