13F HOLDINGS REPORT
Peachtree Investment Partners, LLC
Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001398344-25-009159
Total Value
$253.1M
Positions
125
Other Managers
0
Confidential Omitted
No
Holdings (125)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 155,012 | $34.4M | 13.60% |
| 2 | MICROSOFT CORP | MSFT | 78,421 | $29.4M | 11.63% |
| 3 | ELI LILLY & CO | LLY | 24,936 | $20.6M | 8.14% |
| 4 | VISA INC | V | 49,911 | $17.5M | 6.91% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 13,822 | $13.1M | 5.17% |
| 6 | VANGUARD INDEX FDS | 922908363 | 24,091 | $12.4M | 4.89% |
| 7 | HOME DEPOT INC | HD | 31,184 | $11.4M | 4.52% |
| 8 | SCHWAB STRATEGIC TR | 808524300 | 431,970 | $10.8M | 4.27% |
| 9 | MCKESSON CORP | MCK | 14,058 | $9.5M | 3.74% |
| 10 | MASTERCARD INCORPORATED | MA | 14,437 | $7.9M | 3.13% |
| 11 | TJX COS INC NEW | 872540109 | 50,520 | $6.2M | 2.43% |
| 12 | AMAZON COM INC | AMZN | 32,090 | $6.1M | 2.41% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 20,042 | $4.9M | 1.94% |
| 14 | AUTOMATIC DATA PROCESSING IN | ADP | 15,486 | $4.7M | 1.87% |
| 15 | SPDR S&P 500 ETF TR | SPY | 7,878 | $4.4M | 1.74% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,327 | $3.9M | 1.54% |
| 17 | ACCENTURE PLC IRELAND | ACN | 11,377 | $3.6M | 1.40% |
| 18 | CENCORA INC | COR | 10,468 | $2.9M | 1.15% |
| 19 | VANGUARD WELLINGTON FD | 921935409 | 21,502 | $2.7M | 1.08% |
| 20 | NVIDIA CORPORATION | NVDA | 24,699 | $2.7M | 1.06% |
| 21 | NORTHROP GRUMMAN CORP | NOC | 5,212 | $2.7M | 1.05% |
| 22 | VANGUARD WORLD FD | 92204A702 | 3,889 | $2.1M | 0.83% |
| 23 | ABBOTT LABS | ABLZF | 14,099 | $1.9M | 0.74% |
| 24 | SCHWAB STRATEGIC TR | 808524201 | 75,772 | $1.7M | 0.66% |
| 25 | STRYKER CORPORATION | SYK | 4,455 | $1.7M | 0.66% |
| 26 | SCHWAB STRATEGIC TR | 808524102 | 69,504 | $1.5M | 0.59% |
| 27 | MCDONALDS CORP | MCD | 4,497 | $1.4M | 0.55% |
| 28 | JOHNSON & JOHNSON | JNJ | 7,961 | $1.3M | 0.52% |
| 29 | PROCTER AND GAMBLE CO | 742718109 | 7,017 | $1.2M | 0.47% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 2,047 | $1.1M | 0.42% |
| 31 | META PLATFORMS INC | META | 1,739 | $1.0M | 0.40% |
| 32 | ISHARES TR | 464287200 | 1,733 | $973,869 | 0.38% |
| 33 | PALANTIR TECHNOLOGIES INC | PLTR | 11,185 | $944,014 | 0.37% |
| 34 | VANGUARD INDEX FDS | 922908769 | 3,108 | $854,165 | 0.34% |
| 35 | COCA COLA CO | KO | 11,689 | $837,172 | 0.33% |
| 36 | ROSS STORES INC | ROST | 6,506 | $831,377 | 0.33% |
| 37 | MARRIOTT INTL INC NEW | 571903202 | 2,835 | $675,353 | 0.27% |
| 38 | ROLLINS INC | ROL | 12,058 | $651,510 | 0.26% |
| 39 | ALPHABET INC | GOOG | 4,139 | $640,098 | 0.25% |
| 40 | NIKE INC | NKE | 10,019 | $636,014 | 0.25% |
| 41 | PEPSICO INC | PEP | 4,106 | $615,662 | 0.24% |
| 42 | MONSTER BEVERAGE CORP NEW | MNST | 10,486 | $613,641 | 0.24% |
| 43 | REPUBLIC SVCS INC | 760759100 | 2,523 | $611,035 | 0.24% |
| 44 | INTERNATIONAL BUSINESS MACHS | INTR | 2,214 | $550,418 | 0.22% |
| 45 | ALPHABET INC | GOOG | 3,403 | $531,670 | 0.21% |
| 46 | ISHARES TR | 464287507 | 9,042 | $527,571 | 0.21% |
| 47 | AT&T INC | T-PC | 18,603 | $526,098 | 0.21% |
| 48 | ISHARES TR | 464287614 | 1,427 | $515,249 | 0.20% |
| 49 | EXXON MOBIL CORP | XOM | 4,183 | $497,523 | 0.20% |
| 50 | AMERICAN EXPRESS CO | AXP | 1,829 | $492,157 | 0.19% |
| 51 | FIRST HORIZON CORPORATION | FHN-PH | 25,031 | $486,095 | 0.19% |
| 52 | EATON CORP PLC | ETN | 1,639 | $445,529 | 0.18% |
| 53 | ABBVIE INC | ABBV | 2,055 | $430,493 | 0.17% |
| 54 | L3HARRIS TECHNOLOGIES INC | LHX | 2,057 | $430,485 | 0.17% |
| 55 | DISCOVER FINL SVCS | 254709108 | 2,520 | $430,097 | 0.17% |
| 56 | CINTAS CORP | CTAS | 2,052 | $421,648 | 0.17% |
| 57 | WALMART INC | WMT | 4,703 | $412,881 | 0.16% |
| 58 | LOCKHEED MARTIN CORP | LMT | 911 | $406,911 | 0.16% |
| 59 | WASTE MGMT INC DEL | 94106L109 | 1,729 | $400,199 | 0.16% |
| 60 | DUKE ENERGY CORP NEW | DUKB | 3,168 | $386,431 | 0.15% |
| 61 | INVESCO EXCH TRADED FD TR II | IVZ | 2,000 | $386,040 | 0.15% |
| 62 | HONEYWELL INTL INC | 438516106 | 1,761 | $372,909 | 0.15% |
| 63 | ISHARES TR | 464287721 | 2,590 | $363,674 | 0.14% |
| 64 | MERCK & CO INC | MRK | 3,969 | $356,241 | 0.14% |
| 65 | TESLA INC | TSLA | 1,286 | $333,288 | 0.13% |
| 66 | SOUTHSTATE CORPORATION | SSB | 3,575 | $331,797 | 0.13% |
| 67 | YUM BRANDS INC | YUM | 2,079 | $327,083 | 0.13% |
| 68 | ISHARES TR | 464287846 | 2,383 | $324,383 | 0.13% |
| 69 | MARSH & MCLENNAN COS INC | 571748102 | 1,315 | $320,899 | 0.13% |
| 70 | SCHWAB STRATEGIC TR | 808524797 | 11,029 | $308,369 | 0.12% |
| 71 | CONSOLIDATED EDISON INC | ED | 2,785 | $307,977 | 0.12% |
| 72 | AUTOZONE INC | AZO | 78 | $297,397 | 0.12% |
| 73 | COMCAST CORP NEW | CCZ | 8,050 | $297,045 | 0.12% |
| 74 | VANGUARD SCOTTSDALE FDS | 92206C573 | 3,632 | $278,900 | 0.11% |
| 75 | SCHWAB STRATEGIC TR | 808524722 | 10,315 | $277,693 | 0.11% |
| 76 | TRUIST FINL CORP | 89832Q109 | 6,429 | $264,558 | 0.10% |
| 77 | WP CAREY INC | 92936U109 | 4,140 | $261,281 | 0.10% |
| 78 | DANAHER CORPORATION | 235851102 | 1,258 | $257,817 | 0.10% |
| 79 | VANGUARD WORLD FD | 921910816 | 814 | $251,374 | 0.10% |
| 80 | LOWES COS INC | 548661107 | 1,064 | $248,232 | 0.10% |
| 81 | TRAVELERS COMPANIES INC | TRV | 916 | $242,356 | 0.10% |
| 82 | NORFOLK SOUTHN CORP | 655844108 | 997 | $236,027 | 0.09% |
| 83 | ALTRIA GROUP INC | MO | 3,920 | $235,302 | 0.09% |
| 84 | MONDELEZ INTL INC | 609207105 | 3,406 | $231,091 | 0.09% |
| 85 | TEXAS INSTRS INC | 882508104 | 1,255 | $225,539 | 0.09% |
| 86 | VANGUARD BD INDEX FDS | 921937835 | 2,920 | $214,467 | 0.08% |
| 87 | VANGUARD WHITEHALL FDS | 921946406 | 1,627 | $209,870 | 0.08% |
| 88 | ATMOS ENERGY CORP | ATO | 1,355 | $209,519 | 0.08% |
| 89 | CHUBB LIMITED | CB | 673 | $203,271 | 0.08% |
| 90 | SOUTHERN CO | SOMN | 2,202 | $202,514 | 0.08% |
| 91 | ISHARES TR | 464289438 | 950 | $200,393 | 0.08% |
| 92 | VANGUARD INDEX FDS | 922908744 | 826 | $142,700 | 0.06% |
| 93 | SCHWAB STRATEGIC TR | 808524805 | 6,536 | $129,284 | 0.05% |
| 94 | ISHARES TR | 464287606 | 1,512 | $125,913 | 0.05% |
| 95 | ISHARES TR | 464287648 | 492 | $125,671 | 0.05% |
| 96 | SCHWAB STRATEGIC TR | 808524409 | 3,891 | $103,436 | 0.04% |
| 97 | VANGUARD INDEX FDS | 922908512 | 422 | $67,748 | 0.03% |
| 98 | ISHARES TR | 464287887 | 517 | $64,338 | 0.03% |
| 99 | VANGUARD INDEX FDS | 922908611 | 316 | $58,857 | 0.02% |
| 100 | ISHARES TR | 464287598 | 265 | $49,941 | 0.02% |
| 101 | ISHARES TR | 464287655 | 166 | $33,101 | 0.01% |
| 102 | ISHARES TR | 464287622 | 105 | $32,067 | 0.01% |
| 103 | ISHARES TR | 464287473 | 191 | $24,077 | 0.01% |
| 104 | VANGUARD INDEX FDS | 922908751 | 88 | $19,620 | 0.01% |
| 105 | VANGUARD INDEX FDS | 922908736 | 50 | $18,541 | 0.01% |
| 106 | SCHWAB STRATEGIC TR | 808524854 | 700 | $17,402 | 0.01% |
| 107 | VANGUARD WORLD FD | 92204A876 | 100 | $17,081 | 0.01% |
| 108 | ISHARES TR | 464287663 | 180 | $16,612 | 0.01% |
| 109 | SCHWAB STRATEGIC TR | 808524839 | 650 | $15,054 | 0.01% |
| 110 | ISHARES TR | 464287671 | 106 | $13,470 | 0.01% |
| 111 | ISHARES TR | 464287408 | 58 | $11,047 | 0.00% |
| 112 | VANGUARD WORLD FD | 92204A504 | 41 | $10,758 | 0.00% |
| 113 | VANGUARD BD INDEX FDS | 921937827 | 131 | $10,291 | 0.00% |
| 114 | ISHARES TR | 464287630 | 67 | $10,149 | 0.00% |
| 115 | VANGUARD SCOTTSDALE FDS | 92206C565 | 138 | $9,483 | 0.00% |
| 116 | SCHWAB STRATEGIC TR | 808524631 | 324 | $8,459 | 0.00% |
| 117 | ISHARES TR | 464287804 | 67 | $7,006 | 0.00% |
| 118 | SCHWAB STRATEGIC TR | 808524508 | 218 | $5,709 | 0.00% |
| 119 | VANGUARD WORLD FD | 92204A405 | 44 | $5,279 | 0.00% |
| 120 | VANGUARD SCOTTSDALE FDS | 92206C664 | 65 | $5,242 | 0.00% |
| 121 | SCHWAB STRATEGIC TR | 808524771 | 86 | $2,040 | 0.00% |
| 122 | SCHWAB STRATEGIC TR | 808524730 | 44 | $1,355 | 0.00% |
| 123 | SCHWAB STRATEGIC TR | 808524763 | 46 | $1,262 | 0.00% |
| 124 | SCHWAB STRATEGIC TR | 808524607 | 33 | $775 | 0.00% |
| 125 | SCHWAB STRATEGIC TR | 808524847 | 15 | $324 | 0.00% |