Peachtree Investment Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Peachtree Investment Partners, LLC reported 97 stock positions worth $254.9 million. Its top holding was Microsoft (MSFT) at 15.4% of the portfolio, followed by Apple (AAPL, 13.4%) and Eli Lilly (LLY, 9.9%). Compared with Q1 2024, it opened 3 new positions, sold out of 3, added to 34 and reduced 41. The biggest buy was Eli Lilly (LLY, shares +0%) and the biggest sale Accenture Class A (ACN, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $254.9M (Q2 2024)
- SEC Filing
- 0001398344-24-014318 ↗ filed Aug 12, 2024
Holdings Value
Holdings 97 stocks · $254.9M
| MSFT Microsoft Corp. | 15.38% | 87,749 | $39.2M | Reduce -1.5% |
| AAPL Apple Inc. | 13.35% | 161,630 | $34.0M | Reduce -2.0% |
| LLY Eli Lilly & Co. | 9.88% | 27,808 | $25.2M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 5.79% | 29,493 | $14.8M | Reduce -15.6% |
| V Visa Inc. Class A | 5.19% | 50,368 | $13.2M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 5.02% | 15,054 | $12.8M | Add +0.0% |
| SCHG Schwab US Large-Cap Growth | 4.86% | 122,767 | $12.4M | Reduce -1.8% |
| HD Home Depot Inc. | 4.51% | 33,412 | $11.5M | Reduce -3.7% |
| MCK McKesson Corp. | 3.37% | 14,702 | $8.6M | Add +3.9% |
| MA Mastercard Inc. Class A | 2.45% | 14,153 | $6.2M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 2.35% | 31,015 | $6.0M | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.23% | 51,713 | $5.7M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.80% | 8,423 | $4.6M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.62% | 20,480 | $4.1M | Add +2.3% |
| ACN Accenture PLC Class A | 1.48% | 12,477 | $3.8M | Reduce -37.8% |
| ADP Automatic Data Processing | 1.42% | 15,172 | $3.6M | Reduce -4.5% |
| NVDA Nvidia Corp. | 1.26% | 26,001 | $3.2M | Add +6.7% |
| NOC Northrop Grumman Corp. | 1.05% | 6,158 | $2.7M | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 1.04% | 4,592 | $2.6M | Reduce -8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 6,432 | $2.6M | Reduce -1.1% |
| COR Cencora Inc. | 1.02% | 11,599 | $2.6M | Reduce -4.3% |
| SYK Stryker Corp. | 0.70% | 5,234 | $1.8M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.65% | 16,007 | $1.7M | Reduce -3.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.57% | 10,179 | $1.5M | Add +34.5% |
| JNJ Johnson & Johnson | 0.56% | 9,854 | $1.4M | Reduce -7.8% |
| MCD McDonald's Corp. | 0.56% | 5,562 | $1.4M | Reduce -5.3% |
| SCHX Schwab US Large-Cap ETF | 0.53% | 21,023 | $1.4M | Add +125.0% |
| SCHB Schwab US Broad Market ETF | 0.52% | 21,097 | $1.3M | Reduce -4.9% |
| PG The Procter & Gamble Co. | 0.49% | 7,516 | $1.2M | Reduce -2.7% |
| PEP Pepsico Inc. | 0.46% | 7,163 | $1.2M | Reduce -7.3% |
| UNH Unitedhealth Group Inc. | 0.46% | 2,304 | $1.2M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.39% | 1,839 | $1.0M | Add +62.6% |
| NKE Nike Inc. Class B | 0.39% | 13,212 | $996K | Reduce -5.2% |
| ROST Ross Stores Inc. | 0.37% | 6,455 | $938K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.33% | 1,644 | $829K | Add +25.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 2,922 | $782K | Reduce -22.3% |
| CTAS Cintas Corp. | 0.30% | 1,096 | $768K | Add +1.5% |
| KO The Coca-Cola Co. | 0.30% | 11,952 | $761K | Add +0.1% |
| MAR Marriott International Class A | 0.29% | 3,008 | $727K | Reduce -4.9% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 11,260 | $659K | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,591 | $654K | Add +24.7% |
| ETN Eaton Corp. PLC | 0.24% | 1,978 | $620K | Add +5.3% |
| XOM Exxon Mobil Corp. | 0.24% | 5,357 | $617K | Add +116.5% |
| GOOG Alphabet Inc. Class C | 0.24% | 3,307 | $607K | Add +0.0% |
| ROL Rollins Inc. | 0.23% | 11,803 | $576K | Add +0.3% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 2,562 | $575K | Reduce -0.6% |
| MNST Monster Beverage Corp. | 0.21% | 10,486 | $524K | Add +38.8% |
| IWF iShares Russell 1000 Growth | 0.20% | 1,422 | $518K | Reduce -41.3% |
| HON Honeywell International Inc. | 0.20% | 2,382 | $509K | Add +0.4% |
| IYW iShares Ustechnology ETF | 0.20% | 3,356 | $505K | Add +62.8% |
| MRK Merck & Co. Inc. | 0.19% | 3,870 | $479K | Reduce -9.1% |
| FHN First Horizon Corp. | 0.18% | 29,893 | $471K | No change |
| CMCSA Comcast Corp. Class A | 0.16% | 10,100 | $396K | Reduce -14.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.15% | 2,000 | $394K | Reduce -7.0% |
| LMT Lockheed Martin Corp. | 0.15% | 816 | $381K | Add +1.1% |
| DHR Danaher Corp. | 0.13% | 1,357 | $339K | Add +0.1% |
| DFS Discover Financial Services | 0.13% | 2,520 | $330K | No change |
| YUM Yum! Brands Inc. | 0.12% | 2,396 | $317K | Reduce -7.5% |
| LOW Lowe's Cos Inc. | 0.12% | 1,350 | $298K | Reduce -23.0% |
| TFC Truist Financial Corp. | 0.11% | 7,194 | $279K | Reduce -5.5% |
| VTC Vanguard Total Corporate BND | 0.11% | 3,632 | $275K | No change |
| SSB Southstate Bank Corp. | 0.11% | 3,575 | $273K | No change |
| SCHK Schwab 1000 Index ETF | 0.11% | 5,190 | $272K | Reduce -1.4% |
| DUK Duke Energy Corp. | 0.10% | 2,631 | $264K | Add +0.8% |
| ELV Elevance Health Inc. | 0.10% | 477 | $258K | Reduce -2.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.10% | 814 | $256K | No change |
| NSC Norfolk Southern Corp. | 0.10% | 1,178 | $253K | Reduce -1.8% |
| ED Consolidated Edison Inc. | 0.09% | 2,651 | $237K | Add +0.5% |
| MDLZ Mondelez International Inc. Class A | 0.09% | 3,606 | $236K | Add +0.1% |
| TXN Texas Instruments Inc. | 0.09% | 1,154 | $224K | Add +0.5% |
| BND Vanguard Total Bond Market | 0.09% | 3,080 | $222K | Add +5.5% |
| WPC WP Carey Inc. | 0.09% | 4,022 | $221K | New |
| BA The Boeing Co. | 0.09% | 1,209 | $220K | New |
| PH Parker Hannifin Corp. | 0.08% | 420 | $212K | Reduce -2.1% |
| AXP American Express Co. | 0.08% | 893 | $207K | New |
| AMD Advanced Micro Devices | 0.08% | 1,244 | $202K | Reduce -58.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,727 | $152K | Add +0.1% |
| IWO iShares Russell 2000 Growth | 0.05% | 489 | $128K | Reduce -18.2% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 1,230 | $96K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 512 | $66K | Add +0.2% |
| SCHR Schwab Intermediate-Term US | 0.01% | 700 | $34K | No change |
| IWD iShares Russell 1000 Value E | 0.01% | 195 | $34K | No change |
| IWB iShares Russell 1000 ETF | 0.01% | 104 | $31K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 198 | $30K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 650 | $30K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 112 | $23K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 82 | $18K | Add +2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 32 | $12K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 50 | $12K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 41 | $11K | No change |
| IVE iShares S&P 500 Value ETF | 0.00% | 57 | $10K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 118 | $9K | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 0.00% | 80 | $9K | Add +19.4% |
| BNDW Vanguard Total World Bond Et | 0.00% | 122 | $8K | Add +3.4% |
| SCHM Schwab US Mid Cap ETF | 0.00% | 72 | $6K | No change |
| AMLIF American Lithium Corp. | 0.00% | 10,000 | $6K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 19 | $2K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| ACN Accenture PLC Class A | Reduce -37.8% | 1.48% | −1.32 |
| VOO Vanguard S&P 500 ETF | Reduce -15.6% | 5.79% | −1.00 |
| HD Home Depot Inc. | Reduce -3.7% | 4.51% | −0.87 |
| V Visa Inc. Class A | Reduce -0.1% | 5.19% | −0.50 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 2.45% | −0.31 |
| ADP Automatic Data Processing | Reduce -4.5% | 1.42% | −0.18 |
| COR Cencora Inc. | Reduce -4.3% | 1.02% | −0.17 |
| NOC Northrop Grumman Corp. | Reduce -0.5% | 1.05% | −0.14 |
| AMD Advanced Micro Devices | Reduce -58.4% | 0.08% | −0.14 |
| NKE Nike Inc. Class B | Reduce -5.2% | 0.39% | −0.14 |
| IWF iShares Russell 1000 Growth | Reduce -41.3% | 0.20% | −0.13 |
| JNJ Johnson & Johnson | Reduce -7.8% | 0.56% | −0.12 |
| MCD McDonald's Corp. | Reduce -5.3% | 0.56% | −0.11 |
| LOB Live Oak Bancshares Inc. | Sold out | 0.00% | −0.11 |
| ABT Abbott Laboratories | Reduce -3.3% | 0.65% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -22.3% | 0.31% | −0.09 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -7.3% | 0.46% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 1.03% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -23.0% | 0.12% | −0.06 |
| SYK Stryker Corp. | Reduce -0.1% | 0.70% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -14.5% | 0.16% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -9.1% | 0.19% | −0.04 |
| MAR Marriott International Class A | Reduce -4.9% | 0.29% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -4.9% | 0.52% | −0.03 |
| NSC Norfolk Southern Corp. | Reduce -1.8% | 0.10% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -8.4% | 1.04% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -7.5% | 0.12% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 0.49% | −0.02 |
| IWO iShares Russell 2000 Growth | Reduce -18.2% | 0.05% | −0.02 |
| PH Parker Hannifin Corp. | Reduce -2.1% | 0.08% | −0.01 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.01 |
| TFC Truist Financial Corp. | Reduce -5.5% | 0.11% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -7.0% | 0.15% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 0.46% | −0.00 |
| SCHK Schwab 1000 Index ETF | Reduce -1.4% | 0.11% | −0.00 |
| ELV Elevance Health Inc. | Reduce -2.3% | 0.10% | −0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.6% | 0.23% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 1.80% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 2.35% | +0.03 |
| TJX TJX Companies Inc. | Reduce -0.1% | 2.23% | +0.11 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.8% | 4.86% | +0.17 |
| MSFT Microsoft Corp. | Reduce -1.5% | 15.38% | +0.24 |
| AAPL Apple Inc. | Reduce -2.0% | 13.35% | +1.93 |
Portfolio Buys Q1 2024 → Q2 2024
| LLY Eli Lilly & Co. | Add +0.1% | 9.88% | +1.15 |
| COST Costco Wholesale Corp. | Add +0.0% | 5.02% | +0.56 |
| NVDA Nvidia Corp. | Add +6.7% | 1.26% | +0.37 |
| MCK McKesson Corp. | Add +3.9% | 3.37% | +0.30 |
| SCHX Schwab US Large-Cap ETF | Add +125.0% | 0.53% | +0.30 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +34.5% | 0.57% | +0.18 |
| IVV iShares Core S&P 500 ETF | Add +62.6% | 0.39% | +0.15 |
| XOM Exxon Mobil Corp. | Add +116.5% | 0.24% | +0.13 |
| WPC WP Carey Inc. | New | 0.09% | +0.09 |
| BA The Boeing Co. | New | 0.09% | +0.09 |
| IYW iShares Ustechnology ETF | Add +62.8% | 0.20% | +0.09 |
| AXP American Express Co. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +24.7% | 0.26% | +0.08 |
| META Meta Platforms Inc. Class A | Add +25.6% | 0.33% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.24% | +0.03 |
| MNST Monster Beverage Corp. | Add +38.8% | 0.21% | +0.02 |
| TXN Texas Instruments Inc. | Add +0.5% | 0.09% | +0.01 |
| ROL Rollins Inc. | Add +0.3% | 0.23% | +0.01 |
| ETN Eaton Corp. PLC | Add +5.3% | 0.24% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 1.62% | +0.00 |
| KO The Coca-Cola Co. | Add +0.1% | 0.30% | +0.00 |
| HON Honeywell International Inc. | Add +0.4% | 0.20% | +0.00 |
| DUK Duke Energy Corp. | Add +0.8% | 0.10% | +0.00 |
| CTAS Cintas Corp. | Add +1.5% | 0.30% | +0.00 |
| BND Vanguard Total Bond Market | Add +5.5% | 0.09% | +0.00 |
| LMT Lockheed Martin Corp. | Add +1.1% | 0.15% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +19.4% | 0.00% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +3.5% | 0.00% | 0.00 |
| BNDW Vanguard Total World Bond Et | Add +3.4% | 0.00% | 0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.5% | 0.01% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.2% | 0.03% | −0.00 |
| ED Consolidated Edison Inc. | Add +0.5% | 0.09% | −0.00 |
| DHR Danaher Corp. | Add +0.1% | 0.13% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.06% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +0.1% | 0.09% | −0.01 |
| ROST Ross Stores Inc. | Add +0.1% | 0.37% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 0.26% | −0.02 |
Notes & Other Activity Q1 2024 → Q2 2024
| SCHV Schwab US Large-Cap Value | US LCAP VA ETF | Sold out | 0 | $28before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |