Peachtree Investment Partners, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Peachtree Investment Partners, LLC reported 113 stock positions worth $265.9 million. Its top holding was Apple (AAPL) at 14.1% of the portfolio, followed by Microsoft (MSFT, 13.9%) and Eli Lilly (LLY, 9.2%). Compared with Q2 2024, it opened 18 new positions, sold out of 2, added to 40 and reduced 39. The biggest buy was Home Depot (HD, shares +0%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $265.9M (Q3 2024)
- SEC Filing
- 0001398344-24-020421 ↗ filed Nov 12, 2024
Holdings Value
Holdings 113 stocks · $265.9M
| AAPL Apple Inc. | 14.15% | 161,447 | $37.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 13.93% | 86,095 | $37.0M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 9.20% | 27,611 | $24.5M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 5.77% | 29,074 | $15.3M | Reduce -1.4% |
| V Visa Inc. Class A | 5.18% | 50,119 | $13.8M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 5.16% | 131,818 | $13.7M | Add +7.4% |
| HD Home Depot Inc. | 5.10% | 33,462 | $13.6M | Add +0.1% |
| COST Costco Wholesale Corp. | 4.99% | 14,956 | $13.3M | Reduce -0.7% |
| MCK McKesson Corp. | 2.67% | 14,361 | $7.1M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 2.63% | 14,172 | $7.0M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.33% | 52,805 | $6.2M | Add +2.1% |
| AMZN Amazon.com Inc. | 2.19% | 31,203 | $5.8M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.73% | 8,024 | $4.6M | Reduce -4.7% |
| JPM JPMorgan Chase & Co. | 1.60% | 20,137 | $4.2M | Reduce -1.7% |
| ACN Accenture PLC Class A | 1.59% | 11,972 | $4.2M | Reduce -4.0% |
| ADP Automatic Data Processing | 1.48% | 14,229 | $3.9M | Reduce -6.2% |
| NOC Northrop Grumman Corp. | 1.23% | 6,180 | $3.3M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.17% | 6,752 | $3.1M | Add +5.0% |
| NVDA Nvidia Corp. | 1.13% | 24,708 | $3.0M | Reduce -5.0% |
| VGT Vanguard Info Tech ETF | 1.08% | 4,902 | $2.9M | Add +6.8% |
| COR Cencora Inc. | 0.91% | 10,711 | $2.4M | Reduce -7.7% |
| SYK Stryker Corp. | 0.68% | 5,026 | $1.8M | Reduce -4.0% |
| ABT Abbott Laboratories | 0.64% | 15,012 | $1.7M | Reduce -6.2% |
| JNJ Johnson & Johnson | 0.59% | 9,698 | $1.6M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.59% | 5,148 | $1.6M | Reduce -7.4% |
| SCHX Schwab US Large-Cap ETF | 0.55% | 21,526 | $1.5M | Add +2.4% |
| SCHB Schwab US Broad Market ETF | 0.53% | 21,168 | $1.4M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 0.48% | 2,194 | $1.3M | Reduce -4.8% |
| PG The Procter & Gamble Co. | 0.47% | 7,280 | $1.3M | Reduce -3.1% |
| ROST Ross Stores Inc. | 0.40% | 7,113 | $1.1M | Add +10.2% |
| IVV iShares Core S&P 500 ETF | 0.40% | 1,843 | $1.1M | Add +0.2% |
| NKE Nike Inc. Class B | 0.40% | 12,012 | $1.1M | Reduce -9.1% |
| META Meta Platforms Inc. Class A | 0.39% | 1,803 | $1.0M | Add +9.7% |
| PEP Pepsico Inc. | 0.38% | 5,992 | $1.0M | Reduce -16.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 2,943 | $833K | Add +0.7% |
| KO The Coca-Cola Co. | 0.30% | 11,032 | $793K | Reduce -7.7% |
| CTAS Cintas Corp. | 0.30% | 3,816 | $786K | Reduce -13.0% |
| GOOGL Alphabet Inc. Class A | 0.28% | 4,452 | $738K | Add +24.0% |
| MAR Marriott International Class A | 0.27% | 2,854 | $710K | Reduce -5.1% |
| ETN Eaton Corp. PLC | 0.24% | 1,948 | $646K | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 0.23% | 1,040 | $608K | Add +27.4% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 2,549 | $606K | Reduce -0.5% |
| ROL Rollins Inc. | 0.23% | 11,837 | $599K | Add +0.3% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 9,334 | $582K | Reduce -17.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.21% | 4,802 | $572K | Reduce -52.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 2,501 | $553K | New |
| MNST Monster Beverage Corp. | 0.21% | 10,486 | $547K | No change |
| GOOG Alphabet Inc. Class C | 0.21% | 3,269 | $547K | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.21% | 4,662 | $546K | Reduce -13.0% |
| IWF iShares Russell 1000 Growth | 0.20% | 1,424 | $535K | Add +0.1% |
| FHN First Horizon Corp. | 0.17% | 29,893 | $464K | No change |
| HON Honeywell International Inc. | 0.17% | 2,186 | $452K | Reduce -8.2% |
| IYW iShares Ustechnology ETF | 0.16% | 2,838 | $430K | Reduce -15.4% |
| CMCSA Comcast Corp. Class A | 0.16% | 10,050 | $420K | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.15% | 3,629 | $412K | Reduce -6.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.15% | 2,000 | $402K | No change |
| AXP American Express Co. | 0.14% | 1,409 | $382K | Add +57.8% |
| DHR Danaher Corp. | 0.14% | 1,358 | $377K | Add +0.1% |
| FICO Fair Isaac Corp. | 0.14% | 192 | $373K | New |
| DFS Discover Financial Services | 0.13% | 2,520 | $353K | No change |
| SSB Southstate Bank Corp. | 0.13% | 3,575 | $347K | No change |
| LOW Lowe's Cos Inc. | 0.13% | 1,244 | $337K | Reduce -7.8% |
| DUK Duke Energy Corp. | 0.12% | 2,687 | $310K | Add +2.1% |
| YUM Yum! Brands Inc. | 0.11% | 2,169 | $303K | Reduce -9.5% |
| NSC Norfolk Southern Corp. | 0.11% | 1,183 | $294K | Add +0.4% |
| SCHK Schwab 1000 Index ETF | 0.11% | 5,221 | $289K | Add +0.6% |
| VTC Vanguard Total Corporate BND | 0.11% | 3,632 | $288K | No change |
| TFC Truist Financial Corp. | 0.11% | 6,729 | $288K | Reduce -6.5% |
| RSG Republic Services Inc. | 0.11% | 1,403 | $282K | New |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 455 | $282K | New |
| ED Consolidated Edison Inc. | 0.10% | 2,662 | $277K | Add +0.4% |
| IWY iShares Russell Top 200 Grow | 0.10% | 1,240 | $273K | New |
| MDLZ Mondelez International Inc. Class A | 0.10% | 3,625 | $267K | Add +0.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.10% | 814 | $262K | No change |
| CB Chubb Ltd. | 0.10% | 906 | $261K | New |
| WPC WP Carey Inc. | 0.10% | 4,061 | $253K | Add +1.0% |
| ELV Elevance Health Inc. | 0.09% | 478 | $249K | Add +0.2% |
| AMD Advanced Micro Devices | 0.09% | 1,487 | $244K | Add +19.5% |
| ABBV Abbvie Inc. | 0.09% | 1,228 | $243K | New |
| TXN Texas Instruments Inc. | 0.09% | 1,160 | $240K | Add +0.5% |
| PH Parker Hannifin Corp. | 0.09% | 370 | $234K | Reduce -11.9% |
| BND Vanguard Total Bond Market | 0.09% | 3,087 | $232K | Add +0.2% |
| AMGN Amgen Inc. | 0.08% | 642 | $207K | New |
| PGR Progressive Corp. | 0.08% | 815 | $207K | New |
| AVGO Broadcom Inc. | 0.08% | 1,176 | $203K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,805 | $166K | Add +4.5% |
| IWO iShares Russell 2000 Growth | 0.05% | 490 | $139K | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 1,395 | $118K | Add +13.4% |
| VPU Vanguard Utilities ETF | 0.04% | 610 | $106K | New |
| SCHV Schwab US Large-Cap Value | 0.03% | 1,000 | $80K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 514 | $72K | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.02% | 265 | $50K | Add +35.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.02% | 242 | $41K | Add +22.2% |
| IWM iShares Russell 2000 ETF | 0.01% | 165 | $36K | Add +47.3% |
| SCHR Schwab Intermediate-Term US | 0.01% | 700 | $35K | No change |
| IWB iShares Russell 1000 ETF | 0.01% | 104 | $33K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 650 | $31K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 84 | $20K | Add +2.4% |
| VIS Vanguard Industrials ETF | 0.00% | 50 | $13K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 32 | $12K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -1.9% | 13.93% | −1.45 |
| MCK McKesson Corp. | Reduce -2.3% | 2.67% | −0.70 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 9.20% | −0.68 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -52.8% | 0.21% | −0.35 |
| NVDA Nvidia Corp. | Reduce -5.0% | 1.13% | −0.13 |
| COR Cencora Inc. | Reduce -7.7% | 0.91% | −0.12 |
| BA The Boeing Co. | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -16.4% | 0.38% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 1.73% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Reduce -17.1% | 0.22% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -13.0% | 0.21% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -15.4% | 0.16% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -6.2% | 0.15% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.1% | 0.21% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 4.99% | −0.03 |
| HON Honeywell International Inc. | Reduce -8.2% | 0.17% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 1.60% | −0.03 |
| MAR Marriott International Class A | Reduce -5.1% | 0.27% | −0.02 |
| SYK Stryker Corp. | Reduce -4.0% | 0.68% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.4% | 5.77% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.1% | 0.47% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -9.5% | 0.11% | −0.01 |
| ABT Abbott Laboratories | Reduce -6.2% | 0.64% | −0.01 |
| CTAS Cintas Corp. | Reduce -13.0% | 0.30% | −0.01 |
| V Visa Inc. Class A | Reduce -0.5% | 5.18% | −0.00 |
| AMLIF American Lithium Corp. | Sold out | 0.00% | −0.00 |
| TFC Truist Financial Corp. | Reduce -6.5% | 0.11% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.3% | 0.00% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -1.5% | 0.24% | −0.00 |
| KO The Coca-Cola Co. | Reduce -7.7% | 0.30% | −0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.5% | 0.23% | +0.00 |
| CMCSA Comcast Corp. Class A | Reduce -0.5% | 0.16% | +0.00 |
| PH Parker Hannifin Corp. | Reduce -11.9% | 0.09% | +0.00 |
| NKE Nike Inc. Class B | Reduce -9.1% | 0.40% | +0.01 |
| LOW Lowe's Cos Inc. | Reduce -7.8% | 0.13% | +0.01 |
| UNH Unitedhealth Group Inc. | Reduce -4.8% | 0.48% | +0.02 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.59% | +0.03 |
| MCD McDonald's Corp. | Reduce -7.4% | 0.59% | +0.03 |
| ADP Automatic Data Processing | Reduce -6.2% | 1.48% | +0.06 |
| ACN Accenture PLC Class A | Reduce -4.0% | 1.59% | +0.11 |
| AAPL Apple Inc. | Reduce -0.1% | 14.15% | +0.80 |
Portfolio Buys Q2 2024 → Q3 2024
| HD Home Depot Inc. | Add +0.1% | 5.10% | +0.59 |
| SCHG Schwab US Large-Cap Growth | Add +7.4% | 5.16% | +0.31 |
| IBM Intl Business Machines Corp. | New | 0.21% | +0.21 |
| MA Mastercard Inc. Class A | Add +0.1% | 2.63% | +0.18 |
| NOC Northrop Grumman Corp. | Add +0.4% | 1.23% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.0% | 1.17% | +0.14 |
| FICO Fair Isaac Corp. | New | 0.14% | +0.14 |
| RSG Republic Services Inc. | New | 0.11% | +0.11 |
| TMO Thermo Fisher Scientific Inc. | New | 0.11% | +0.11 |
| IWY iShares Russell Top 200 Grow | New | 0.10% | +0.10 |
| TJX TJX Companies Inc. | Add +2.1% | 2.33% | +0.10 |
| CB Chubb Ltd. | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | New | 0.09% | +0.09 |
| LMT Lockheed Martin Corp. | Add +27.4% | 0.23% | +0.08 |
| AMGN Amgen Inc. | New | 0.08% | +0.08 |
| PGR Progressive Corp. | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | Add +9.7% | 0.39% | +0.06 |
| AXP American Express Co. | Add +57.8% | 0.14% | +0.06 |
| VGT Vanguard Info Tech ETF | Add +6.8% | 1.08% | +0.04 |
| VPU Vanguard Utilities ETF | New | 0.04% | +0.04 |
| ROST Ross Stores Inc. | Add +10.2% | 0.40% | +0.03 |
| SCHV Schwab US Large-Cap Value | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +24.0% | 0.28% | +0.02 |
| SCHX Schwab US Large-Cap ETF | Add +2.4% | 0.55% | +0.02 |
| DUK Duke Energy Corp. | Add +2.1% | 0.12% | +0.01 |
| AMD Advanced Micro Devices | Add +19.5% | 0.09% | +0.01 |
| NSC Norfolk Southern Corp. | Add +0.4% | 0.11% | +0.01 |
| ED Consolidated Edison Inc. | Add +0.4% | 0.10% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.53% | +0.01 |
| DHR Danaher Corp. | Add +0.1% | 0.14% | +0.01 |
| WPC WP Carey Inc. | Add +1.0% | 0.10% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.5% | 0.10% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 0.31% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +13.4% | 0.04% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +35.9% | 0.02% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 0.40% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +47.3% | 0.01% | +0.00 |
| IWN iShares Russell 2000 Value E | New | 0.00% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +22.2% | 0.02% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +4.5% | 0.06% | +0.00 |
| TXN Texas Instruments Inc. | Add +0.5% | 0.09% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +0.2% | 0.05% | +0.00 |
| SCHK Schwab 1000 Index ETF | Add +0.6% | 0.11% | +0.00 |
| VFH Vanguard Financials ETF | New | 0.00% | +0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.4% | 0.03% | +0.00 |
| IUSV iShares Core S&P U.S. Value | New | 0.00% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | New | 0.00% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.4% | 0.01% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | New | 0.00% | +0.00 |
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 |