Peachtree Investment Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Peachtree Investment Partners, LLC reported 97 stock positions worth $247.4 million. Its top holding was Microsoft (MSFT) at 15.1% of the portfolio, followed by Apple (AAPL, 11.4%) and Eli Lilly (LLY, 8.7%). Compared with Q4 2023, it opened 6 new positions, sold out of 12, added to 28 and reduced 44. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Apple (AAPL, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $247.4M (Q1 2024)
- SEC Filing
- 0001398344-24-009131 ↗ filed May 10, 2024
Holdings Value
Holdings 97 stocks · $247.4M
| MSFT Microsoft Corp. | 15.15% | 89,078 | $37.5M | Add +0.6% |
| AAPL Apple Inc. | 11.43% | 164,869 | $28.3M | Reduce -8.0% |
| LLY Eli Lilly & Co. | 8.73% | 27,765 | $21.6M | Reduce -8.9% |
| VOO Vanguard S&P 500 ETF | 6.79% | 34,943 | $16.8M | Add +9.9% |
| V Visa Inc. Class A | 5.69% | 50,410 | $14.1M | Reduce -6.7% |
| HD Home Depot Inc. | 5.38% | 34,710 | $13.3M | Reduce -4.3% |
| SCHG Schwab US Large-Cap Growth | 4.69% | 125,072 | $11.6M | Add +10.2% |
| COST Costco Wholesale Corp. | 4.46% | 15,051 | $11.0M | Reduce -5.9% |
| MCK McKesson Corp. | 3.07% | 14,148 | $7.6M | Reduce -13.3% |
| ACN Accenture PLC Class A | 2.81% | 20,043 | $6.9M | Reduce -10.4% |
| MA Mastercard Inc. Class A | 2.76% | 14,183 | $6.8M | Reduce -8.9% |
| AMZN Amazon.com Inc. | 2.32% | 31,841 | $5.7M | Reduce -4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.12% | 51,744 | $5.2M | Reduce -7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.79% | 8,463 | $4.4M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 1.62% | 20,029 | $4.0M | Reduce -9.5% |
| ADP Automatic Data Processing | 1.60% | 15,878 | $4.0M | Reduce -17.4% |
| NOC Northrop Grumman Corp. | 1.20% | 6,189 | $3.0M | Reduce -25.9% |
| COR Cencora Inc. | 1.19% | 12,117 | $2.9M | Add +9.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 6,505 | $2.7M | Add +0.5% |
| VGT Vanguard Info Tech ETF | 1.06% | 5,011 | $2.6M | Add +10.9% |
| NVDA Nvidia Corp. | 0.89% | 2,437 | $2.2M | Add +109.2% |
| ABT Abbott Laboratories | 0.76% | 16,554 | $1.9M | Reduce -15.4% |
| SYK Stryker Corp. | 0.76% | 5,242 | $1.9M | Add +1.9% |
| JNJ Johnson & Johnson | 0.68% | 10,694 | $1.7M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.67% | 5,876 | $1.7M | Reduce -15.3% |
| SCHB Schwab US Broad Market ETF | 0.55% | 22,184 | $1.4M | Reduce -9.4% |
| PEP Pepsico Inc. | 0.55% | 7,723 | $1.4M | Add +9.3% |
| NKE Nike Inc. Class B | 0.53% | 13,934 | $1.3M | Reduce -17.7% |
| PG The Procter & Gamble Co. | 0.51% | 7,723 | $1.3M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.46% | 2,312 | $1.1M | Reduce -63.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 3,761 | $978K | Add +14.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.39% | 7,566 | $971K | Add +241.7% |
| ROST Ross Stores Inc. | 0.38% | 6,450 | $947K | Reduce -28.3% |
| IWF iShares Russell 1000 Growth | 0.33% | 2,421 | $816K | No change |
| MAR Marriott International Class A | 0.32% | 3,162 | $798K | Add +43.8% |
| CTAS Cintas Corp. | 0.30% | 1,080 | $742K | Add +0.9% |
| KO The Coca-Cola Co. | 0.30% | 11,940 | $731K | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 11,176 | $679K | Reduce -13.4% |
| META Meta Platforms Inc. Class A | 0.26% | 1,309 | $636K | New |
| IVV iShares Core S&P 500 ETF | 0.24% | 1,131 | $595K | Add +41.4% |
| ETN Eaton Corp. PLC | 0.24% | 1,878 | $587K | Add +48.5% |
| SCHX Schwab US Large-Cap ETF | 0.23% | 9,342 | $580K | Add +5.0% |
| MRK Merck & Co. Inc. | 0.23% | 4,256 | $562K | Add +6.7% |
| LHX L3HARRIS Technologies Inc. | 0.22% | 2,577 | $549K | Reduce -20.1% |
| ROL Rollins Inc. | 0.22% | 11,765 | $544K | Reduce -30.3% |
| AMD Advanced Micro Devices | 0.22% | 2,989 | $539K | New |
| CMCSA Comcast Corp. Class A | 0.21% | 11,815 | $512K | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 3,306 | $503K | Add +46.5% |
| HON Honeywell International Inc. | 0.20% | 2,373 | $487K | Reduce -0.9% |
| FHN First Horizon Corp. | 0.19% | 29,893 | $460K | No change |
| MNST Monster Beverage Corp. | 0.18% | 7,554 | $448K | No change |
| LOW Lowe's Cos Inc. | 0.18% | 1,753 | $446K | Reduce -55.9% |
| GOOGL Alphabet Inc. Class A | 0.18% | 2,880 | $435K | Reduce -8.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.16% | 2,150 | $393K | Reduce -21.8% |
| LMT Lockheed Martin Corp. | 0.15% | 807 | $367K | Reduce -14.2% |
| YUM Yum! Brands Inc. | 0.15% | 2,590 | $359K | Reduce -8.6% |
| DHR Danaher Corp. | 0.14% | 1,356 | $339K | Reduce -62.4% |
| DFS Discover Financial Services | 0.13% | 2,520 | $330K | No change |
| NSC Norfolk Southern Corp. | 0.12% | 1,200 | $306K | Reduce -55.6% |
| SSB Southstate Bank Corp. | 0.12% | 3,575 | $304K | No change |
| TFC Truist Financial Corp. | 0.12% | 7,609 | $297K | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 0.12% | 2,474 | $288K | Reduce -26.0% |
| IYW iShares Ustechnology ETF | 0.11% | 2,062 | $278K | Reduce -19.5% |
| VTC Vanguard Total Corporate BND | 0.11% | 3,632 | $278K | No change |
| LOB Live Oak Bancshares Inc. | 0.11% | 6,553 | $272K | Add +0.1% |
| SCHK Schwab 1000 Index ETF | 0.11% | 5,263 | $267K | Add +0.3% |
| ELV Elevance Health Inc. | 0.10% | 488 | $253K | Reduce -59.1% |
| MDLZ Mondelez International Inc. Class A | 0.10% | 3,604 | $252K | Add +2.7% |
| DUK Duke Energy Corp. | 0.10% | 2,609 | $252K | Reduce -6.7% |
| ED Consolidated Edison Inc. | 0.10% | 2,639 | $240K | Reduce -53.1% |
| PH Parker Hannifin Corp. | 0.10% | 429 | $238K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.09% | 814 | $233K | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.09% | 2,920 | $212K | No change |
| HSY The Hershey Co. | 0.09% | 1,090 | $212K | Reduce -74.9% |
| TXN Texas Instruments Inc. | 0.08% | 1,148 | $200K | Reduce -71.9% |
| IWO iShares Russell 2000 Growth | 0.07% | 598 | $162K | Reduce -19.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,725 | $157K | Reduce -12.3% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 1,230 | $99K | Add +0.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 511 | $67K | Add +0.2% |
| IWD iShares Russell 1000 Value E | 0.01% | 195 | $35K | No change |
| SCHR Schwab Intermediate-Term US | 0.01% | 700 | $34K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 198 | $31K | No change |
| IWB iShares Russell 1000 ETF | 0.01% | 104 | $30K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 650 | $30K | No change |
| VXF Vanguard Extended Market ETF | 0.01% | 155 | $27K | New |
| IWM iShares Russell 2000 ETF | 0.01% | 112 | $23K | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 80 | $18K | Add +1.3% |
| VIS Vanguard Industrials ETF | 0.00% | 50 | $12K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 32 | $11K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 41 | $11K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 57 | $11K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 114 | $9K | Add +2.7% |
| BNDW Vanguard Total World Bond Et | 0.00% | 118 | $8K | Add +2.6% |
| IJR iShares Core S&P Small-Cap E | 0.00% | 67 | $7K | No change |
| AMLIF American Lithium Corp. | 0.00% | 10,000 | $7K | New |
| SCHM Schwab US Mid Cap ETF | 0.00% | 72 | $6K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 19 | $2K | No change |
Lines left out (1) · $28 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| SCHV Schwab US Large-Cap Value | US LCAP VA ETF | 0 | $28 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $247.4M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -8.0% | 11.43% | −2.72 |
| UNH Unitedhealth Group Inc. | Reduce -63.7% | 0.46% | −0.91 |
| ACN Accenture PLC Class A | Reduce -10.4% | 2.81% | −0.41 |
| NOC Northrop Grumman Corp. | Reduce -25.9% | 1.20% | −0.41 |
| HSY The Hershey Co. | Reduce -74.9% | 0.09% | −0.25 |
| ADP Automatic Data Processing | Reduce -17.4% | 1.60% | −0.23 |
| NKE Nike Inc. Class B | Reduce -17.7% | 0.53% | −0.22 |
| CSX CSX Corp. | Sold out | 0.00% | −0.22 |
| DHR Danaher Corp. | Reduce -62.4% | 0.14% | −0.21 |
| TXN Texas Instruments Inc. | Reduce -71.9% | 0.08% | −0.21 |
| LOW Lowe's Cos Inc. | Reduce -55.9% | 0.18% | −0.18 |
| MCD McDonald's Corp. | Reduce -15.3% | 0.67% | −0.17 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.17 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.17 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.16 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.15 |
| NSC Norfolk Southern Corp. | Reduce -55.6% | 0.12% | −0.14 |
| ELV Elevance Health Inc. | Reduce -59.1% | 0.10% | −0.13 |
| ROST Ross Stores Inc. | Reduce -28.3% | 0.38% | −0.13 |
| ABT Abbott Laboratories | Reduce -15.4% | 0.76% | −0.12 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.12 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.12 |
| ED Consolidated Edison Inc. | Reduce -53.1% | 0.10% | −0.11 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.11 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.11 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.10 |
| COP Conocophillips | Sold out | 0.00% | −0.10 |
| V Visa Inc. Class A | Reduce -6.7% | 5.69% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.09 |
| ROL Rollins Inc. | Reduce -30.3% | 0.22% | −0.08 |
| LHX L3HARRIS Technologies Inc. | Reduce -20.1% | 0.22% | −0.06 |
| TJX TJX Companies Inc. | Reduce -7.9% | 2.12% | −0.04 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -21.8% | 0.16% | −0.03 |
| MCK McKesson Corp. | Reduce -13.3% | 3.07% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -14.2% | 0.15% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -26.0% | 0.12% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -13.4% | 0.27% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -19.5% | 0.11% | −0.02 |
| JNJ Johnson & Johnson | Reduce -1.5% | 0.68% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -9.4% | 0.55% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -19.4% | 0.07% | −0.01 |
| DUK Duke Energy Corp. | Reduce -6.7% | 0.10% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.9% | 0.20% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -8.6% | 0.15% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -8.4% | 0.18% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -12.3% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Reduce -2.3% | 0.30% | −0.00 |
| TFC Truist Financial Corp. | Reduce -3.5% | 0.12% | +0.00 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.1% | 0.09% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -8.9% | 2.76% | +0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| MSFT Microsoft Corp. | Add +0.6% | 15.15% | +1.49 |
| VOO Vanguard S&P 500 ETF | Add +9.9% | 6.79% | +1.09 |
| SCHG Schwab US Large-Cap Growth | Add +10.2% | 4.69% | +0.82 |
| NVDA Nvidia Corp. | Add +109.2% | 0.89% | +0.65 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +241.7% | 0.39% | +0.30 |
| META Meta Platforms Inc. Class A | New | 0.26% | +0.26 |
| COR Cencora Inc. | Add +9.0% | 1.19% | +0.25 |
| AMD Advanced Micro Devices | New | 0.22% | +0.22 |
| VGT Vanguard Info Tech ETF | Add +10.9% | 1.06% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 1.11% | +0.16 |
| SYK Stryker Corp. | Add +1.9% | 0.76% | +0.13 |
| MAR Marriott International Class A | Add +43.8% | 0.32% | +0.12 |
| ETN Eaton Corp. PLC | Add +48.5% | 0.24% | +0.11 |
| PH Parker Hannifin Corp. | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +41.4% | 0.24% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.5% | 0.40% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +46.5% | 0.20% | +0.07 |
| PEP Pepsico Inc. | Add +9.3% | 0.55% | +0.05 |
| MRK Merck & Co. Inc. | Add +6.7% | 0.23% | +0.05 |
| PG The Procter & Gamble Co. | Add +1.1% | 0.51% | +0.05 |
| CTAS Cintas Corp. | Add +0.9% | 0.30% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +5.0% | 0.23% | +0.03 |
| VXF Vanguard Extended Market ETF | New | 0.01% | +0.01 |
| SCHK Schwab 1000 Index ETF | Add +0.3% | 0.11% | +0.01 |
| VIS Vanguard Industrials ETF | New | 0.00% | +0.00 |
| AMLIF American Lithium Corp. | New | 0.00% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.7% | 0.04% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.2% | 0.03% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.3% | 0.01% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.9% | 0.01% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +2.7% | 0.00% | 0.00 |
| BNDW Vanguard Total World Bond Et | Add +2.6% | 0.00% | 0.00 |
| MDLZ Mondelez International Inc. Class A | Add +2.7% | 0.10% | −0.00 |
| LOB Live Oak Bancshares Inc. | Add +0.1% | 0.11% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $311.9M | AAPL, LLY, VOO, MSFT, V |
| Q1 2026 | 129 | $262.4M | AAPL, MSFT, LLY, VOO, V |
| Q4 2025 | 127 | $301.3M | AAPL, MSFT, LLY, VOO, V |
| Q3 2025 | 128 | $288.4M | MSFT, AAPL, VOO, LLY, V |
| Q2 2025 | 126 | $262.1M | MSFT, AAPL, LLY, V, COST |
| Q1 2025 | 125 | $253.1M | AAPL, MSFT, LLY, V, COST |
| Q4 2024 | 114 | $266.9M | AAPL, MSFT, LLY, VOO, V |
| Q3 2024 | 113 | $265.9M | AAPL, MSFT, LLY, VOO, V |
| Q2 2024 | 97 | $254.9M | MSFT, AAPL, LLY, VOO, V |
| Q1 2024 | 97 | $247.4M | MSFT, AAPL, LLY, VOO, V |