Peachtree Investment Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Peachtree Investment Partners, LLC reported 114 stock positions worth $266.9 million. Its top holding was Apple (AAPL) at 15.0% of the portfolio, followed by Microsoft (MSFT, 13.0%) and Eli Lilly (LLY, 7.4%). Compared with Q3 2024, it opened 9 new positions, sold out of 8, added to 34 and reduced 48. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +11%) and the biggest sale Eli Lilly (LLY, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $266.9M (Q4 2024)
- SEC Filing
- 0001398344-25-002616 ↗ filed Feb 13, 2025
Holdings Value
Holdings 114 stocks · $266.9M
| AAPL Apple Inc. | 15.01% | 159,971 | $40.1M | Reduce -0.9% |
| MSFT Microsoft Corp. | 13.03% | 82,515 | $34.8M | Reduce -4.2% |
| LLY Eli Lilly & Co. | 7.41% | 25,627 | $19.8M | Reduce -7.2% |
| VOO Vanguard S&P 500 ETF | 6.54% | 32,411 | $17.5M | Add +11.5% |
| V Visa Inc. Class A | 5.88% | 49,677 | $15.7M | Reduce -0.9% |
| SCHG Schwab US Large-Cap Growth | 5.80% | 555,210 | $15.5M | Add +5.3% |
| COST Costco Wholesale Corp. | 4.96% | 14,449 | $13.2M | Reduce -3.4% |
| HD Home Depot Inc. | 4.66% | 31,968 | $12.4M | Reduce -4.5% |
| MCK McKesson Corp. | 2.95% | 13,816 | $7.9M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 2.77% | 14,043 | $7.4M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 2.69% | 32,786 | $7.2M | Add +5.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.33% | 51,537 | $6.2M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 1.76% | 19,578 | $4.7M | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.74% | 7,904 | $4.6M | Reduce -1.5% |
| ACN Accenture PLC Class A | 1.54% | 11,699 | $4.1M | Reduce -2.3% |
| ADP Automatic Data Processing | 1.54% | 14,025 | $4.1M | Reduce -1.4% |
| NVDA Nvidia Corp. | 1.43% | 28,435 | $3.8M | Add +15.1% |
| VGT Vanguard Info Tech ETF | 1.24% | 5,313 | $3.3M | Add +8.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 6,537 | $3.0M | Reduce -3.2% |
| NOC Northrop Grumman Corp. | 0.98% | 5,554 | $2.6M | Reduce -10.1% |
| COR Cencora Inc. | 0.83% | 9,878 | $2.2M | Reduce -7.8% |
| SCHX Schwab US Large-Cap ETF | 0.74% | 85,192 | $2.0M | Add +31.9% |
| SYK Stryker Corp. | 0.62% | 4,594 | $1.7M | Reduce -8.6% |
| ABT Abbott Laboratories | 0.60% | 14,176 | $1.6M | Reduce -5.6% |
| SCHB Schwab US Broad Market ETF | 0.54% | 64,001 | $1.5M | Add +0.8% |
| MCD McDonald's Corp. | 0.49% | 4,524 | $1.3M | Reduce -12.1% |
| JNJ Johnson & Johnson | 0.47% | 8,582 | $1.2M | Reduce -11.5% |
| META Meta Platforms Inc. Class A | 0.43% | 1,981 | $1.2M | Add +9.9% |
| PG The Procter & Gamble Co. | 0.42% | 6,629 | $1.1M | Reduce -8.9% |
| IVV iShares Core S&P 500 ETF | 0.41% | 1,876 | $1.1M | Add +1.8% |
| UNH Unitedhealth Group Inc. | 0.40% | 2,088 | $1.1M | Reduce -4.8% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 13,870 | $1.0M | New |
| ROST Ross Stores Inc. | 0.37% | 6,496 | $983K | Reduce -8.7% |
| GOOGL Alphabet Inc. Class A | 0.34% | 4,729 | $895K | Add +6.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 2,911 | $844K | Reduce -1.1% |
| MAR Marriott International Class A | 0.31% | 2,987 | $833K | Add +4.7% |
| NKE Nike Inc. Class B | 0.29% | 10,322 | $781K | Reduce -14.1% |
| PEP Pepsico Inc. | 0.27% | 4,756 | $723K | Reduce -20.6% |
| KO The Coca-Cola Co. | 0.26% | 11,189 | $697K | Add +1.4% |
| ETN Eaton Corp. PLC | 0.24% | 1,948 | $646K | No change |
| GOOG Alphabet Inc. Class C | 0.24% | 3,295 | $628K | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.21% | 1,426 | $572K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 9,098 | $567K | Reduce -2.5% |
| MNST Monster Beverage Corp. | 0.21% | 10,486 | $551K | No change |
| ROL Rollins Inc. | 0.21% | 11,877 | $550K | Add +0.3% |
| FHN First Horizon Corp. | 0.19% | 25,031 | $504K | Reduce -16.3% |
| FICO Fair Isaac Corp. | 0.19% | 249 | $496K | Add +29.7% |
| IYW iShares Ustechnology ETF | 0.17% | 2,839 | $453K | Add +0.0% |
| LHX L3HARRIS Technologies Inc. | 0.17% | 2,107 | $443K | Reduce -17.3% |
| DFS Discover Financial Services | 0.16% | 2,520 | $436K | No change |
| CTAS Cintas Corp. | 0.16% | 2,379 | $435K | Reduce -37.7% |
| XOM Exxon Mobil Corp. | 0.16% | 3,933 | $423K | Reduce -15.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.16% | 2,000 | $421K | No change |
| HON Honeywell International Inc. | 0.15% | 1,790 | $404K | Reduce -18.1% |
| LMT Lockheed Martin Corp. | 0.15% | 830 | $403K | Reduce -20.2% |
| CMCSA Comcast Corp. Class A | 0.14% | 10,125 | $380K | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,701 | $374K | Reduce -32.0% |
| AXP American Express Co. | 0.14% | 1,229 | $365K | Reduce -12.8% |
| RSG Republic Services Inc. | 0.13% | 1,773 | $357K | Add +26.4% |
| SSB Southstate Bank Corp. | 0.13% | 3,575 | $356K | No change |
| AVGO Broadcom Inc. | 0.13% | 1,516 | $351K | Add +28.9% |
| MRK Merck & Co. Inc. | 0.12% | 3,303 | $329K | Reduce -9.0% |
| LOW Lowe's Cos Inc. | 0.12% | 1,286 | $317K | Add +3.4% |
| DHR Danaher Corp. | 0.12% | 1,358 | $312K | No change |
| WMT Walmart Inc. | 0.11% | 3,349 | $303K | New |
| TSLA Tesla Inc. | 0.11% | 741 | $299K | New |
| SCHK Schwab 1000 Index ETF | 0.11% | 10,285 | $291K | Reduce -1.5% |
| DUK Duke Energy Corp. | 0.11% | 2,677 | $288K | Reduce -0.4% |
| YUM Yum! Brands Inc. | 0.11% | 2,131 | $286K | Reduce -1.8% |
| TFC Truist Financial Corp. | 0.11% | 6,554 | $284K | Reduce -2.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.10% | 814 | $279K | No change |
| VTC Vanguard Total Corporate BND | 0.10% | 3,632 | $275K | No change |
| NSC Norfolk Southern Corp. | 0.10% | 1,151 | $270K | Reduce -2.7% |
| ED Consolidated Edison Inc. | 0.09% | 2,674 | $239K | Add +0.5% |
| PH Parker Hannifin Corp. | 0.09% | 370 | $235K | No change |
| IWY iShares Russell Top 200 Grow | 0.09% | 990 | $233K | Reduce -20.2% |
| NFLX Netflix Inc. | 0.09% | 257 | $229K | New |
| WPC WP Carey Inc. | 0.08% | 4,098 | $223K | Add +0.9% |
| TXN Texas Instruments Inc. | 0.08% | 1,165 | $219K | Add +0.4% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 3,541 | $212K | Reduce -2.3% |
| BND Vanguard Total Bond Market | 0.08% | 2,920 | $210K | Reduce -5.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.06% | 1,807 | $164K | Add +0.1% |
| IWO iShares Russell 2000 Growth | 0.05% | 491 | $141K | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 3,853 | $105K | Reduce -7.9% |
| SCHV Schwab US Large-Cap Value | 0.03% | 3,000 | $78K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 516 | $70K | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.02% | 265 | $49K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 242 | $39K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 166 | $37K | Add +0.6% |
| IWB iShares Russell 1000 ETF | 0.01% | 104 | $34K | No change |
| VPU Vanguard Utilities ETF | 0.01% | 130 | $21K | Reduce -78.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 86 | $21K | Add +2.4% |
| SCHR Schwab Intermediate-Term US | 0.01% | 700 | $17K | Reduce -50.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 650 | $15K | Reduce -50.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.00% | 32 | $13K | No change |
| VIS Vanguard Industrials ETF | 0.00% | 51 | $13K | Add +2.0% |
| IVE iShares S&P 500 Value ETF | 0.00% | 58 | $11K | Add +1.8% |
| IWN iShares Russell 2000 Value E | 0.00% | 67 | $11K | No change |
| VHT Vanguard Health Care ETF | 0.00% | 41 | $10K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 127 | $10K | Add +4.1% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -7.2% | 7.41% | −1.79 |
| MSFT Microsoft Corp. | Reduce -4.2% | 13.03% | −0.90 |
| HD Home Depot Inc. | Reduce -4.5% | 4.66% | −0.44 |
| NOC Northrop Grumman Corp. | Reduce -10.1% | 0.98% | −0.25 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.21 |
| CTAS Cintas Corp. | Reduce -37.7% | 0.16% | −0.13 |
| JNJ Johnson & Johnson | Reduce -11.5% | 0.47% | −0.13 |
| PEP Pepsico Inc. | Reduce -20.6% | 0.27% | −0.11 |
| NKE Nike Inc. Class B | Reduce -14.1% | 0.29% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.11 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.10 |
| MCD McDonald's Corp. | Reduce -12.1% | 0.49% | −0.10 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.09 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -4.8% | 0.40% | −0.09 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.08 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -20.2% | 0.15% | −0.08 |
| COR Cencora Inc. | Reduce -7.8% | 0.83% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -32.0% | 0.14% | −0.07 |
| SYK Stryker Corp. | Reduce -8.6% | 0.62% | −0.06 |
| LHX L3HARRIS Technologies Inc. | Reduce -17.3% | 0.17% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.2% | 1.11% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -8.9% | 0.42% | −0.06 |
| ACN Accenture PLC Class A | Reduce -2.3% | 1.54% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -15.6% | 0.16% | −0.05 |
| ABT Abbott Laboratories | Reduce -5.6% | 0.60% | −0.04 |
| ROST Ross Stores Inc. | Reduce -8.7% | 0.37% | −0.03 |
| VPU Vanguard Utilities ETF | Reduce -78.7% | 0.01% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -9.0% | 0.12% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -3.4% | 4.96% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.3% | 0.08% | −0.02 |
| HON Honeywell International Inc. | Reduce -18.1% | 0.15% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -20.2% | 0.09% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -2.7% | 0.10% | −0.01 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.11% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -5.4% | 0.08% | −0.01 |
| AXP American Express Co. | Reduce -12.8% | 0.14% | −0.01 |
| SCHR Schwab Intermediate-Term US | Reduce -50.0% | 0.01% | −0.01 |
| YUM Yum! Brands Inc. | Reduce -1.8% | 0.11% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.5% | 0.21% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -50.0% | 0.01% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.9% | 0.04% | −0.00 |
| TFC Truist Financial Corp. | Reduce -2.6% | 0.11% | −0.00 |
| TJX TJX Companies Inc. | Reduce -2.4% | 2.33% | −0.00 |
| SCHK Schwab 1000 Index ETF | Reduce -1.5% | 0.11% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 0.32% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 1.74% | +0.00 |
| FHN First Horizon Corp. | Reduce -16.3% | 0.19% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Add +11.5% | 6.54% | +0.77 |
| SCHG Schwab US Large-Cap Growth | Add +5.3% | 5.80% | +0.63 |
| AMZN Amazon.com Inc. | Add +5.1% | 2.69% | +0.51 |
| PLTR Palantir Technologies Inc. Class A | New | 0.39% | +0.39 |
| NVDA Nvidia Corp. | Add +15.1% | 1.43% | +0.30 |
| SCHX Schwab US Large-Cap ETF | Add +31.9% | 0.74% | +0.19 |
| VGT Vanguard Info Tech ETF | Add +8.4% | 1.24% | +0.16 |
| WMT Walmart Inc. | New | 0.11% | +0.11 |
| TSLA Tesla Inc. | New | 0.11% | +0.11 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 0.34% | +0.06 |
| AVGO Broadcom Inc. | Add +28.9% | 0.13% | +0.06 |
| META Meta Platforms Inc. Class A | Add +9.9% | 0.43% | +0.05 |
| FICO Fair Isaac Corp. | Add +29.7% | 0.19% | +0.05 |
| MAR Marriott International Class A | Add +4.7% | 0.31% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.24% | +0.03 |
| RSG Republic Services Inc. | Add +26.4% | 0.13% | +0.03 |
| SCHB Schwab US Broad Market ETF | Add +0.8% | 0.54% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.8% | 0.41% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.21% | +0.01 |
| IYW iShares Ustechnology ETF | Add +0.0% | 0.17% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.00% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +0.2% | 0.05% | +0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.00% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | New | 0.00% | +0.00 |
| SCHA Schwab US Small-Cap ETF | New | 0.00% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.4% | 0.01% | +0.00 |
| SCHH Schwab US REIT ETF | New | 0.00% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +4.1% | 0.00% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.01% | 0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.5% | 0.00% | 0.00 |
| BNDW Vanguard Total World Bond Et | Add +4.7% | 0.00% | 0.00 |
| IVE iShares S&P 500 Value ETF | Add +1.8% | 0.00% | −0.00 |
| VIS Vanguard Industrials ETF | Add +2.0% | 0.00% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.06% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.4% | 0.03% | −0.00 |
| LOW Lowe's Cos Inc. | Add +3.4% | 0.12% | −0.01 |
| TXN Texas Instruments Inc. | Add +0.4% | 0.08% | −0.01 |
| WPC WP Carey Inc. | Add +0.9% | 0.08% | −0.01 |
| ED Consolidated Edison Inc. | Add +0.5% | 0.09% | −0.01 |
| CMCSA Comcast Corp. Class A | Add +0.8% | 0.14% | −0.02 |
| ROL Rollins Inc. | Add +0.3% | 0.21% | −0.02 |
| KO The Coca-Cola Co. | Add +1.4% | 0.26% | −0.04 |
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 |