Q1 2025 · 13F-HR
Peachtree Investment Partners, LLCholdings as filed
Filed 2025-05-12 · accession 0001398344-25-009159
$253.1M
Reported value
125
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $34.4M | 13.6% | 155,012 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $29.4M | 11.6% | 78,421 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $20.6M | 8.14% | 24,936 | Common | NONE |
| 92826C839 | V | VISA INC | $17.5M | 6.91% | 49,911 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $13.1M | 5.17% | 13,822 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $12.4M | 4.89% | 24,091 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $11.4M | 4.52% | 31,184 | Common | NONE |
| 808524300 | SCHG | SCHWAB STRATEGIC TR | $10.8M | 4.27% | 431,970 | Common | NONE |
| 58155Q103 | MCK | MCKESSON CORP | $9.5M | 3.74% | 14,058 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $7.9M | 3.13% | 14,437 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $6.2M | 2.43% | 50,520 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $6.1M | 2.41% | 32,090 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $4.9M | 1.94% | 20,042 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $4.7M | 1.87% | 15,486 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $4.4M | 1.74% | 7,878 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.9M | 1.54% | 7,327 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $3.6M | 1.40% | 11,377 | Common | NONE |
| 03073E105 | COR | CENCORA INC | $2.9M | 1.15% | 10,468 | Common | NONE |
| 921935409 | VFMV | VANGUARD WELLINGTON FD | $2.7M | 1.08% | 21,502 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.7M | 1.06% | 24,699 | Common | NONE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $2.7M | 1.05% | 5,212 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $2.1M | 0.83% | 3,889 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $1.9M | 0.74% | 14,099 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $1.7M | 0.66% | 75,772 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $1.7M | 0.66% | 4,455 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $1.5M | 0.59% | 69,504 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.4M | 0.55% | 4,497 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.52% | 7,961 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.2M | 0.47% | 7,017 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.42% | 2,047 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.0M | 0.40% | 1,739 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $973,869 | 0.38% | 1,733 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $944,014 | 0.37% | 11,185 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $854,165 | 0.34% | 3,108 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $837,172 | 0.33% | 11,689 | Common | NONE |
| 778296103 | ROST | ROSS STORES INC | $831,377 | 0.33% | 6,506 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $675,353 | 0.27% | 2,835 | Common | NONE |
| 775711104 | ROL | ROLLINS INC | $651,510 | 0.26% | 12,058 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $640,098 | 0.25% | 4,139 | Common | NONE |
| 654106103 | NKE | NIKE INC | $636,014 | 0.25% | 10,019 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $615,662 | 0.24% | 4,106 | Common | NONE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP NEW | $613,641 | 0.24% | 10,486 | Common | NONE |
| 760759100 | RSG | REPUBLIC SVCS INC | $611,035 | 0.24% | 2,523 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $550,418 | 0.22% | 2,214 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $531,670 | 0.21% | 3,403 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $527,571 | 0.21% | 9,042 | Common | NONE |
| 00206R102 | T | AT&T INC | $526,098 | 0.21% | 18,603 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $515,249 | 0.20% | 1,427 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $497,523 | 0.20% | 4,183 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $492,157 | 0.19% | 1,829 | Common | NONE |
| 320517105 | FHN | FIRST HORIZON CORPORATION | $486,095 | 0.19% | 25,031 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $445,529 | 0.18% | 1,639 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $430,493 | 0.17% | 2,055 | Common | NONE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES INC | $430,485 | 0.17% | 2,057 | Common | NONE |
| 254709108 | DFSEUR | DISCOVER FINL SVCS | $430,097 | 0.17% | 2,520 | Common | NONE |
| 172908105 | CTAS | CINTAS CORP | $421,648 | 0.17% | 2,052 | Common | NONE |
| 931142103 | WMT | WALMART INC | $412,881 | 0.16% | 4,703 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $406,911 | 0.16% | 911 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $400,199 | 0.16% | 1,729 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $386,431 | 0.15% | 3,168 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $386,040 | 0.15% | 2,000 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $372,909 | 0.15% | 1,761 | Common | NONE |
| 464287721 | IYW | ISHARES TR | $363,674 | 0.14% | 2,590 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $356,241 | 0.14% | 3,969 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $333,288 | 0.13% | 1,286 | Common | NONE |
| 840441109 | SSBUSD | SOUTHSTATE CORPORATION | $331,797 | 0.13% | 3,575 | Common | NONE |
| 988498101 | YUM | YUM BRANDS INC | $327,083 | 0.13% | 2,079 | Common | NONE |
| 464287846 | IYY | ISHARES TR | $324,383 | 0.13% | 2,383 | Common | NONE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $320,899 | 0.13% | 1,315 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $308,369 | 0.12% | 11,029 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $307,977 | 0.12% | 2,785 | Common | NONE |
| 053332102 | AZO | AUTOZONE INC | $297,397 | 0.12% | 78 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $297,045 | 0.12% | 8,050 | Common | NONE |
| 92206C573 | VTC | VANGUARD SCOTTSDALE FDS | $278,900 | 0.11% | 3,632 | Common | NONE |
| 808524722 | SCHK | SCHWAB STRATEGIC TR | $277,693 | 0.11% | 10,315 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $264,558 | 0.10% | 6,429 | Common | NONE |
| 92936U109 | WPC | WP CAREY INC | $261,281 | 0.10% | 4,140 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $257,817 | 0.10% | 1,258 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $251,374 | 0.10% | 814 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $248,232 | 0.10% | 1,064 | Common | NONE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $242,356 | 0.10% | 916 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHN CORP | $236,027 | 0.09% | 997 | Common | NONE |
| 02209S103 | MO | ALTRIA GROUP INC | $235,302 | 0.09% | 3,920 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $231,091 | 0.09% | 3,406 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $225,539 | 0.09% | 1,255 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $214,467 | 0.08% | 2,920 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $209,870 | 0.08% | 1,627 | Common | NONE |
| 049560105 | ATO | ATMOS ENERGY CORP | $209,519 | 0.08% | 1,355 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $203,271 | 0.08% | 673 | Common | NONE |
| 842587107 | SO | SOUTHERN CO | $202,514 | 0.08% | 2,202 | Common | NONE |
| 464289438 | IWY | ISHARES TR | $200,393 | 0.08% | 950 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $142,700 | 0.06% | 826 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $129,284 | 0.05% | 6,536 | Common | NONE |
| 464287606 | IJK | ISHARES TR | $125,913 | 0.05% | 1,512 | Common | NONE |
| 464287648 | IWO | ISHARES TR | $125,671 | 0.05% | 492 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $103,436 | 0.04% | 3,891 | Common | NONE |
| 922908512 | VOE | VANGUARD INDEX FDS | $67,748 | 0.03% | 422 | Common | NONE |
| 464287887 | IJT | ISHARES TR | $64,338 | 0.03% | 517 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $58,857 | 0.02% | 316 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $49,941 | 0.02% | 265 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $33,101 | 0.01% | 166 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $32,067 | 0.01% | 105 | Common | NONE |
| 464287473 | IWS | ISHARES TR | $24,077 | 0.01% | 191 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $19,620 | 0.01% | 88 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $18,541 | 0.01% | 50 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $17,402 | 0.01% | 700 | Common | NONE |
| 92204A876 | VPU | VANGUARD WORLD FD | $17,081 | 0.01% | 100 | Common | NONE |
| 464287663 | IUSV | ISHARES TR | $16,612 | 0.01% | 180 | Common | NONE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $15,054 | 0.01% | 650 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $13,470 | 0.01% | 106 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $11,047 | 0.00% | 58 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $10,758 | 0.00% | 41 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $10,291 | 0.00% | 131 | Common | NONE |
| 464287630 | IWN | ISHARES TR | $10,149 | 0.00% | 67 | Common | NONE |
| 92206C565 | BNDW | VANGUARD SCOTTSDALE FDS | $9,483 | 0.00% | 138 | Common | NONE |
| 808524631 | SCYB | SCHWAB STRATEGIC TR | $8,459 | 0.00% | 324 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $7,006 | 0.00% | 67 | Common | NONE |
| 808524508 | SCHM | SCHWAB STRATEGIC TR | $5,709 | 0.00% | 218 | Common | NONE |
| 92204A405 | VFH | VANGUARD WORLD FD | $5,279 | 0.00% | 44 | Common | NONE |
| 92206C664 | VTWO | VANGUARD SCOTTSDALE FDS | $5,242 | 0.00% | 65 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $2,040 | 0.00% | 86 | Common | NONE |
| 808524730 | FNDE | SCHWAB STRATEGIC TR | $1,355 | 0.00% | 44 | Common | NONE |
| 808524763 | FNDA | SCHWAB STRATEGIC TR | $1,262 | 0.00% | 46 | Common | NONE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $775 | 0.00% | 33 | Common | NONE |
| 808524847 | SCHH | SCHWAB STRATEGIC TR | $324 | 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.