13F-HR filed by Peachtree Investment Partners, LLC
Peachtree Investment Partners, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-02-04, with 82 holding rows worth $144,888,000.
- Accession
- 0001398344-20-002130
- Filer
- CIK 1743863
- Filed
- 2020-02-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 86 entries on the cover page, a total value of $144,888,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $144,886,000 with VALUE read as thousands by filing date, 13F file number 028-19422. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Visa Inc | 92826C839 | COM | 77,805 | $14,620,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 92,305 | $14,556,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 48,215 | $14,396,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 41,408 | $12,160,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 47,213 | $8,619,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 35,210 | $7,689,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 27,466 | $5,783,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 13,221 | $5,148,000 | thousands by filing date | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 14,073 | $4,841,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 73,308 | $4,476,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 28,164 | $3,926,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 11,029 | $3,550,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 18,102 | $3,086,000 | thousands by filing date | |
| ROSS STORES INC COM | 778296103 | Stock | 24,864 | $2,895,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 8,108 | $2,641,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 9,757 | $2,048,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 20,094 | $1,867,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 19,957 | $1,733,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 11,762 | $1,716,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 16,878 | $1,710,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 5,396 | $1,586,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 696 | $1,286,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 8,743 | $1,264,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C573 | TOTAL CORP BND | 14,136 | $1,252,000 | thousands by filing date | |
| IJH | 464287507 | COM | 6,001 | $1,235,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 6,245 | $1,234,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 11,761 | $1,195,000 | thousands by filing date | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 4,792 | $948,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 11,452 | $880,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 7,037 | $879,000 | thousands by filing date | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,358 | $792,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,321 | $752,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 13,522 | $748,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 9,707 | $746,000 | thousands by filing date | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 4,415 | $668,000 | thousands by filing date | |
| CINTAS CORP COM | 172908105 | Stock | 2,439 | $656,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 7,551 | $633,000 | thousands by filing date | |
| Eli Lilly and Company | 532457108 | COM | 4,803 | $631,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,102 | $618,000 | thousands by filing date | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 4,900 | $597,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 2,769 | $538,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 7,379 | $534,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 2,989 | $529,000 | thousands by filing date | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 5,852 | $529,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,828 | $498,000 | thousands by filing date | |
| YUM BRANDS INC COM | 988498101 | Stock | 4,501 | $453,000 | thousands by filing date | |
| Texas Instruments Incorporated | 882508104 | COM | 3,408 | $437,000 | thousands by filing date | |
| ROLLINS INC COM | 775711104 | Stock | 11,946 | $396,000 | thousands by filing date | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 1,548 | $369,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 2,433 | $332,000 | thousands by filing date | |
| FISERV INC | 337738108 | COM | 2,700 | $312,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 869 | $287,000 | thousands by filing date | |
| TIFFANY & CO NEW | 886547108 | COM | 1,996 | $267,000 | thousands by filing date | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 2,000 | $262,000 | thousands by filing date | |
| BLACKROCK INC CL A COM | 09247X101 | COM | 515 | $259,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,422 | $251,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 2,841 | $250,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 2,673 | $244,000 | thousands by filing date | |
| ZOETIS INC CL A | 98978V103 | Stock | 1,784 | $236,000 | thousands by filing date | |
| DISCOVERY INC | 25470F302 | COM SER C | 7,700 | $235,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 2,554 | $217,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524722 | 1000 INDEX ETF | 6,702 | $212,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 960 | $206,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 1,327 | $204,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 2,019 | $164,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 1,435 | $131,000 | thousands by filing date | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 563 | $57,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 399 | $54,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 270 | $52,000 | thousands by filing date | |
| SCHD | 808524797 | COM | 812 | $47,000 | thousands by filing date | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 700 | $38,000 | thousands by filing date | |
| ISHARES TR | 464287762 | US HLTHCARE ETF | 168 | $36,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 650 | $35,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 152 | $29,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 424 | $25,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 262 | $20,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 110 | $18,000 | thousands by filing date | |
| ISHARES TR | 464287697 | U.S. UTILITS ETF | 103 | $17,000 | thousands by filing date | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 89 | $15,000 | thousands by filing date | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 106 | $14,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 58 | $10,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 109 | $7,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-20-002130 | this filing | 2020-02-04 | acceptance time not in the bulk data set |