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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $247.4M Q1 2024 Q2 2024: $254.9M Q2 2024 Q3 2024: $265.9M $265.9M Q3 2024 Q4 2024: $266.9M Q4 2024 Q1 2025: $253.1M Q1 2025 Q2 2025: $262.1M Q2 2025 Q3 2025: $288.4M Q3 2025 Q4 2025: $301.3M Q4 2025 Q1 2026: $262.4M Q1 2026 Q2 2026: $311.9M Q2 2026

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
VHT Vanguard Health Care ETF 0.00% 41 $11K No change
IVE iShares S&P 500 Value ETF 0.00% 57 $11K No change
IWN iShares Russell 2000 Value E 0.00% 67 $11K New
BSV Vanguard Short-Term Bond ETF 0.00% 122 $10K Add +3.4%
BNDW Vanguard Total World Bond Et 0.00% 127 $9K Add +4.1%
IJR iShares Core S&P Small-Cap E 0.00% 67 $8K Reduce -16.3%
SCHM Schwab US Mid Cap ETF 0.00% 72 $6K No change
VFH Vanguard Financials ETF 0.00% 44 $5K New
IUSV iShares Core S&P U.S. Value 0.00% 24 $2K New
IWP iShares Russell Mid-Cap Grow 0.00% 19 $2K No change
IUSG iShares Core S&P U.S. Growth 0.00% 15 $2K New
VTWO Vanguard Russell 2000 ETF 0.00% 8 $715 New
VMBS Vanguard Mortgage-Backed Sec 0.00% 7 $330 New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 143$311.9MAAPL, LLY, VOO, MSFT, V
Q1 2026 129$262.4MAAPL, MSFT, LLY, VOO, V
Q4 2025 127$301.3MAAPL, MSFT, LLY, VOO, V
Q3 2025 128$288.4MMSFT, AAPL, VOO, LLY, V
Q2 2025 126$262.1MMSFT, AAPL, LLY, V, COST
Q1 2025 125$253.1MAAPL, MSFT, LLY, V, COST
Q4 2024 114$266.9MAAPL, MSFT, LLY, VOO, V
Q3 2024 113$265.9MAAPL, MSFT, LLY, VOO, V
Q2 2024 97$254.9MMSFT, AAPL, LLY, VOO, V
Q1 2024 97$247.4MMSFT, AAPL, LLY, VOO, V