Q4 2024 · 13F-HR
Peachtree Investment Partners, LLCholdings as filed
Filed 2025-02-13 · accession 0001398344-25-002616
$266.9M
Reported value
114
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $40.1M | 15.0% | 159,971 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $34.8M | 13.0% | 82,515 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $19.8M | 7.41% | 25,627 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $17.5M | 6.54% | 32,411 | Common | NONE |
| 92826C839 | V | VISA INC | $15.7M | 5.88% | 49,677 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $15.5M | 5.80% | 555,210 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $13.2M | 4.96% | 14,449 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $12.4M | 4.66% | 31,968 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $7.9M | 2.95% | 13,816 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $7.4M | 2.77% | 14,043 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $7.2M | 2.69% | 32,786 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $6.2M | 2.33% | 51,537 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $4.7M | 1.76% | 19,578 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $4.6M | 1.74% | 7,904 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $4.1M | 1.54% | 11,699 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $4.1M | 1.54% | 14,025 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.8M | 1.43% | 28,435 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $3.3M | 1.24% | 5,313 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.11% | 6,537 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $2.6M | 0.98% | 5,554 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $2.2M | 0.83% | 9,878 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $2.0M | 0.74% | 85,192 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $1.7M | 0.62% | 4,594 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $1.6M | 0.60% | 14,176 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $1.5M | 0.54% | 64,001 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.3M | 0.49% | 4,524 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.2M | 0.47% | 8,582 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.2M | 0.43% | 1,981 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.1M | 0.42% | 6,629 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.1M | 0.41% | 1,876 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.40% | 2,088 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $1.0M | 0.39% | 13,870 | Common | NONE |
| 778296103 | ROST | ROSS STORES INC | $982,606 | 0.37% | 6,496 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $895,173 | 0.34% | 4,729 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $843,768 | 0.32% | 2,911 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $833,241 | 0.31% | 2,987 | Common | NONE |
| 654106103 | NKE | NIKE INC | $781,092 | 0.29% | 10,322 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $723,175 | 0.27% | 4,756 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $696,622 | 0.26% | 11,189 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $646,483 | 0.24% | 1,948 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $627,593 | 0.24% | 3,295 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $572,468 | 0.21% | 1,426 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $566,895 | 0.21% | 9,098 | Common | NONE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $551,144 | 0.21% | 10,486 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $550,498 | 0.21% | 11,877 | Common | NONE |
| 320517105 | FHN | FIRST HORIZON CORPORATION | $504,117 | 0.19% | 25,031 | Common | NONE |
| 303250104 | FICO | FAIR ISAAC CORP | $495,742 | 0.19% | 249 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $452,816 | 0.17% | 2,839 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $442,996 | 0.17% | 2,107 | Common | NONE |
| 254709108 | DFSEUR | DISCOVER FINL SVCS | $436,471 | 0.16% | 2,520 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $434,600 | 0.16% | 2,379 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $423,041 | 0.16% | 3,933 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $420,900 | 0.16% | 2,000 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $404,441 | 0.15% | 1,790 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $403,137 | 0.15% | 830 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $379,976 | 0.14% | 10,125 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $374,010 | 0.14% | 1,701 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $364,627 | 0.14% | 1,229 | Common | NONE |
| 760759100 | RSG | REPUBLIC SVCS INC | $356,736 | 0.13% | 1,773 | Common | NONE |
| 840441109 | SSBUSD | SOUTHSTATE CORPORATION | $355,604 | 0.13% | 3,575 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $351,473 | 0.13% | 1,516 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $328,589 | 0.12% | 3,303 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $317,295 | 0.12% | 1,286 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $311,831 | 0.12% | 1,358 | Common | NONE |
| 931142103 | WMT | WALMART INC | $302,606 | 0.11% | 3,349 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $299,258 | 0.11% | 741 | Common | NONE |
| 808524722 | SCHK | SCHWAB STRATEGIC TR | $291,159 | 0.11% | 10,285 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $288,400 | 0.11% | 2,677 | Common | NONE |
| 988498101 | YUM | YUM BRANDS INC | $285,865 | 0.11% | 2,131 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $284,317 | 0.11% | 6,554 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $279,475 | 0.10% | 814 | Common | NONE |
| 92206C573 | VTC | VANGUARD SCOTTSDALE FDS | $274,942 | 0.10% | 3,632 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $270,079 | 0.10% | 1,151 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $238,596 | 0.09% | 2,674 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $235,331 | 0.09% | 370 | Common | NONE |
| 464289438 | IWY | ISHARES TR | $232,917 | 0.09% | 990 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $229,069 | 0.09% | 257 | Common | NONE |
| 92936U109 | WPC | WP CAREY INC | $223,275 | 0.08% | 4,098 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $218,531 | 0.08% | 1,165 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $211,519 | 0.08% | 3,541 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $209,971 | 0.08% | 2,920 | Common | NONE |
| 464287606 | IJK | ISHARES TR | $164,296 | 0.06% | 1,807 | Common | NONE |
| 464287648 | IWO | ISHARES TR | $141,367 | 0.05% | 491 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $105,263 | 0.04% | 3,853 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $78,210 | 0.03% | 3,000 | Common | NONE |
| 464287887 | IJT | ISHARES TR | $69,815 | 0.03% | 516 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $49,081 | 0.02% | 265 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $39,168 | 0.01% | 242 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $36,581 | 0.01% | 166 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $33,626 | 0.01% | 104 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $21,245 | 0.01% | 130 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $20,712 | 0.01% | 86 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $17,003 | 0.01% | 700 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $14,755 | 0.01% | 650 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $13,134 | 0.00% | 32 | Common | NONE |
| 92204A603 | VIS | VANGUARD WORLD FD | $12,848 | 0.00% | 51 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $11,021 | 0.00% | 58 | Common | NONE |
| 464287630 | IWN | ISHARES TR | $10,999 | 0.00% | 67 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $10,309 | 0.00% | 41 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $9,810 | 0.00% | 127 | Common | NONE |
| 92206C565 | BNDW | VANGUARD SCOTTSDALE FDS | $9,060 | 0.00% | 133 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $7,720 | 0.00% | 67 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $6,020 | 0.00% | 217 | Common | NONE |
| 92204A405 | VFH | VANGUARD WORLD FD | $5,195 | 0.00% | 44 | Common | NONE |
| 464287481 | IWP | ISHARES TR | $2,408 | 0.00% | 19 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $2,222 | 0.00% | 24 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $2,090 | 0.00% | 15 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $2,036 | 0.00% | 86 | Common | NONE |
| 808524763 | FNDA | SCHWAB STRATEGIC TR | $1,366 | 0.00% | 46 | Common | NONE |
| 808524730 | FNDE | SCHWAB STRATEGIC TR | $1,278 | 0.00% | 44 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $853 | 0.00% | 33 | Common | NONE |
| 92206C664 | VTWO | VANGUARD SCOTTSDALE FDS | $715 | 0.00% | 8 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $317 | 0.00% | 7 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $316 | 0.00% | 15 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.