13F HOLDINGS REPORT
Peachtree Investment Partners, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001398344-25-002616
Total Value
$266.9M
Positions
114
Other Managers
0
Confidential Omitted
No
Holdings (114)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 159,971 | $40.1M | 15.01% |
| 2 | MICROSOFT CORP | MSFT | 82,515 | $34.8M | 13.03% |
| 3 | ELI LILLY & CO | LLY | 25,627 | $19.8M | 7.41% |
| 4 | VANGUARD INDEX FDS | 922908363 | 32,411 | $17.5M | 6.54% |
| 5 | VISA INC | V | 49,677 | $15.7M | 5.88% |
| 6 | SCHWAB STRATEGIC TR | 808524300 | 555,210 | $15.5M | 5.80% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 14,449 | $13.2M | 4.96% |
| 8 | HOME DEPOT INC | HD | 31,968 | $12.4M | 4.66% |
| 9 | MCKESSON CORP | MCK | 13,816 | $7.9M | 2.95% |
| 10 | MASTERCARD INCORPORATED | MA | 14,043 | $7.4M | 2.77% |
| 11 | AMAZON COM INC | AMZN | 32,786 | $7.2M | 2.69% |
| 12 | TJX COS INC NEW | 872540109 | 51,537 | $6.2M | 2.33% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 19,578 | $4.7M | 1.76% |
| 14 | SPDR S&P 500 ETF TR | SPY | 7,904 | $4.6M | 1.74% |
| 15 | ACCENTURE PLC IRELAND | ACN | 11,699 | $4.1M | 1.54% |
| 16 | AUTOMATIC DATA PROCESSING IN | ADP | 14,025 | $4.1M | 1.54% |
| 17 | NVIDIA CORPORATION | NVDA | 28,435 | $3.8M | 1.43% |
| 18 | VANGUARD WORLD FD | 92204A702 | 5,313 | $3.3M | 1.24% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,537 | $3.0M | 1.11% |
| 20 | NORTHROP GRUMMAN CORP | NOC | 5,554 | $2.6M | 0.98% |
| 21 | CENCORA INC | COR | 9,878 | $2.2M | 0.83% |
| 22 | SCHWAB STRATEGIC TR | 808524201 | 85,192 | $2.0M | 0.74% |
| 23 | STRYKER CORPORATION | SYK | 4,594 | $1.7M | 0.62% |
| 24 | ABBOTT LABS | ABLZF | 14,176 | $1.6M | 0.60% |
| 25 | SCHWAB STRATEGIC TR | 808524102 | 64,001 | $1.5M | 0.54% |
| 26 | MCDONALDS CORP | MCD | 4,524 | $1.3M | 0.49% |
| 27 | JOHNSON & JOHNSON | JNJ | 8,582 | $1.2M | 0.47% |
| 28 | META PLATFORMS INC | META | 1,981 | $1.2M | 0.43% |
| 29 | PROCTER AND GAMBLE CO | 742718109 | 6,629 | $1.1M | 0.42% |
| 30 | ISHARES TR | 464287200 | 1,876 | $1.1M | 0.41% |
| 31 | UNITEDHEALTH GROUP INC | UNH | 2,088 | $1.1M | 0.40% |
| 32 | PALANTIR TECHNOLOGIES INC | PLTR | 13,870 | $1.0M | 0.39% |
| 33 | ROSS STORES INC | ROST | 6,496 | $982,606 | 0.37% |
| 34 | ALPHABET INC | GOOG | 4,729 | $895,173 | 0.34% |
| 35 | VANGUARD INDEX FDS | 922908769 | 2,911 | $843,768 | 0.32% |
| 36 | MARRIOTT INTL INC NEW | 571903202 | 2,987 | $833,241 | 0.31% |
| 37 | NIKE INC | NKE | 10,322 | $781,092 | 0.29% |
| 38 | PEPSICO INC | PEP | 4,756 | $723,175 | 0.27% |
| 39 | COCA COLA CO | KO | 11,189 | $696,622 | 0.26% |
| 40 | EATON CORP PLC | ETN | 1,948 | $646,483 | 0.24% |
| 41 | ALPHABET INC | GOOG | 3,295 | $627,593 | 0.24% |
| 42 | ISHARES TR | 464287614 | 1,426 | $572,468 | 0.21% |
| 43 | ISHARES TR | 464287507 | 9,098 | $566,895 | 0.21% |
| 44 | MONSTER BEVERAGE CORP NEW | MNST | 10,486 | $551,144 | 0.21% |
| 45 | ROLLINS INC | ROL | 11,877 | $550,498 | 0.21% |
| 46 | FIRST HORIZON CORPORATION | FHN-PH | 25,031 | $504,117 | 0.19% |
| 47 | FAIR ISAAC CORP | FICO | 249 | $495,742 | 0.19% |
| 48 | ISHARES TR | 464287721 | 2,839 | $452,816 | 0.17% |
| 49 | L3HARRIS TECHNOLOGIES INC | LHX | 2,107 | $442,996 | 0.17% |
| 50 | DISCOVER FINL SVCS | 254709108 | 2,520 | $436,471 | 0.16% |
| 51 | CINTAS CORP | CTAS | 2,379 | $434,600 | 0.16% |
| 52 | EXXON MOBIL CORP | XOM | 3,933 | $423,041 | 0.16% |
| 53 | INVESCO EXCH TRADED FD TR II | IVZ | 2,000 | $420,900 | 0.16% |
| 54 | HONEYWELL INTL INC | 438516106 | 1,790 | $404,441 | 0.15% |
| 55 | LOCKHEED MARTIN CORP | LMT | 830 | $403,137 | 0.15% |
| 56 | COMCAST CORP NEW | CCZ | 10,125 | $379,976 | 0.14% |
| 57 | INTERNATIONAL BUSINESS MACHS | INTR | 1,701 | $374,010 | 0.14% |
| 58 | AMERICAN EXPRESS CO | AXP | 1,229 | $364,627 | 0.14% |
| 59 | REPUBLIC SVCS INC | 760759100 | 1,773 | $356,736 | 0.13% |
| 60 | SOUTHSTATE CORPORATION | SSB | 3,575 | $355,604 | 0.13% |
| 61 | BROADCOM INC | AVGO | 1,516 | $351,473 | 0.13% |
| 62 | MERCK & CO INC | MRK | 3,303 | $328,589 | 0.12% |
| 63 | LOWES COS INC | 548661107 | 1,286 | $317,295 | 0.12% |
| 64 | DANAHER CORPORATION | 235851102 | 1,358 | $311,831 | 0.12% |
| 65 | WALMART INC | WMT | 3,349 | $302,606 | 0.11% |
| 66 | TESLA INC | TSLA | 741 | $299,258 | 0.11% |
| 67 | SCHWAB STRATEGIC TR | 808524722 | 10,285 | $291,159 | 0.11% |
| 68 | DUKE ENERGY CORP NEW | DUKB | 2,677 | $288,400 | 0.11% |
| 69 | YUM BRANDS INC | YUM | 2,131 | $285,865 | 0.11% |
| 70 | TRUIST FINL CORP | 89832Q109 | 6,554 | $284,317 | 0.11% |
| 71 | VANGUARD WORLD FD | 921910816 | 814 | $279,475 | 0.10% |
| 72 | VANGUARD SCOTTSDALE FDS | 92206C573 | 3,632 | $274,942 | 0.10% |
| 73 | NORFOLK SOUTHN CORP | 655844108 | 1,151 | $270,079 | 0.10% |
| 74 | CONSOLIDATED EDISON INC | ED | 2,674 | $238,596 | 0.09% |
| 75 | PARKER-HANNIFIN CORP | PH | 370 | $235,331 | 0.09% |
| 76 | ISHARES TR | 464289438 | 990 | $232,917 | 0.09% |
| 77 | NETFLIX INC | NFLX | 257 | $229,069 | 0.09% |
| 78 | WP CAREY INC | 92936U109 | 4,098 | $223,275 | 0.08% |
| 79 | TEXAS INSTRS INC | 882508104 | 1,165 | $218,531 | 0.08% |
| 80 | MONDELEZ INTL INC | 609207105 | 3,541 | $211,519 | 0.08% |
| 81 | VANGUARD BD INDEX FDS | 921937835 | 2,920 | $209,971 | 0.08% |
| 82 | ISHARES TR | 464287606 | 1,807 | $164,296 | 0.06% |
| 83 | ISHARES TR | 464287648 | 491 | $141,367 | 0.05% |
| 84 | SCHWAB STRATEGIC TR | 808524797 | 3,853 | $105,263 | 0.04% |
| 85 | SCHWAB STRATEGIC TR | 808524409 | 3,000 | $78,210 | 0.03% |
| 86 | ISHARES TR | 464287887 | 516 | $69,815 | 0.03% |
| 87 | ISHARES TR | 464287598 | 265 | $49,081 | 0.02% |
| 88 | VANGUARD INDEX FDS | 922908512 | 242 | $39,168 | 0.01% |
| 89 | ISHARES TR | 464287655 | 166 | $36,581 | 0.01% |
| 90 | ISHARES TR | 464287622 | 104 | $33,626 | 0.01% |
| 91 | VANGUARD WORLD FD | 92204A876 | 130 | $21,245 | 0.01% |
| 92 | VANGUARD INDEX FDS | 922908751 | 86 | $20,712 | 0.01% |
| 93 | SCHWAB STRATEGIC TR | 808524854 | 700 | $17,003 | 0.01% |
| 94 | SCHWAB STRATEGIC TR | 808524839 | 650 | $14,755 | 0.01% |
| 95 | VANGUARD INDEX FDS | 922908736 | 32 | $13,134 | 0.00% |
| 96 | VANGUARD WORLD FD | 92204A603 | 51 | $12,848 | 0.00% |
| 97 | ISHARES TR | 464287408 | 58 | $11,021 | 0.00% |
| 98 | ISHARES TR | 464287630 | 67 | $10,999 | 0.00% |
| 99 | VANGUARD WORLD FD | 92204A504 | 41 | $10,309 | 0.00% |
| 100 | VANGUARD BD INDEX FDS | 921937827 | 127 | $9,810 | 0.00% |
| 101 | VANGUARD SCOTTSDALE FDS | 92206C565 | 133 | $9,060 | 0.00% |
| 102 | ISHARES TR | 464287804 | 67 | $7,720 | 0.00% |
| 103 | SCHWAB STRATEGIC TR | 808524508 | 217 | $6,020 | 0.00% |
| 104 | VANGUARD WORLD FD | 92204A405 | 44 | $5,195 | 0.00% |
| 105 | ISHARES TR | 464287481 | 19 | $2,408 | 0.00% |
| 106 | ISHARES TR | 464287663 | 24 | $2,222 | 0.00% |
| 107 | ISHARES TR | 464287671 | 15 | $2,090 | 0.00% |
| 108 | SCHWAB STRATEGIC TR | 808524771 | 86 | $2,036 | 0.00% |
| 109 | SCHWAB STRATEGIC TR | 808524763 | 46 | $1,366 | 0.00% |
| 110 | SCHWAB STRATEGIC TR | 808524730 | 44 | $1,278 | 0.00% |
| 111 | SCHWAB STRATEGIC TR | 808524607 | 33 | $853 | 0.00% |
| 112 | VANGUARD SCOTTSDALE FDS | 92206C664 | 8 | $715 | 0.00% |
| 113 | VANGUARD SCOTTSDALE FDS | 92206C771 | 7 | $317 | 0.00% |
| 114 | SCHWAB STRATEGIC TR | 808524847 | 15 | $316 | 0.00% |