Peachtree Investment Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Peachtree Investment Partners, LLC reported 125 stock positions worth $253.1 million. Its top holding was Apple (AAPL) at 13.6% of the portfolio, followed by Microsoft (MSFT, 11.6%) and Eli Lilly (LLY, 8.1%). Compared with Q4 2024, it opened 18 new positions, sold out of 7, added to 42 and reduced 43. The biggest buy was a new position in Vanguard US Minimum Volatili (VFMV) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- INDIAN RIVER SHORES,, FL
- CIK
- 0001743863
- Portfolio Value
- $253.1M (Q1 2025)
- SEC Filing
- 0001398344-25-009159 ↗ filed May 12, 2025
Holdings Value
Holdings 125 stocks · $253.1M
| AAPL Apple Inc. | 13.60% | 155,012 | $34.4M | Reduce -3.1% |
| MSFT Microsoft Corp. | 11.63% | 78,421 | $29.4M | Reduce -5.0% |
| LLY Eli Lilly & Co. | 8.14% | 24,936 | $20.6M | Reduce -2.7% |
| V Visa Inc. Class A | 6.91% | 49,911 | $17.5M | Add +0.5% |
| COST Costco Wholesale Corp. | 5.17% | 13,822 | $13.1M | Reduce -4.3% |
| VOO Vanguard S&P 500 ETF | 4.89% | 24,091 | $12.4M | Reduce -25.7% |
| HD Home Depot Inc. | 4.52% | 31,184 | $11.4M | Reduce -2.5% |
| SCHG Schwab US Large-Cap Growth | 4.27% | 431,970 | $10.8M | Reduce -22.2% |
| MCK McKesson Corp. | 3.74% | 14,058 | $9.5M | Add +1.8% |
| MA Mastercard Inc. Class A | 3.13% | 14,437 | $7.9M | Add +2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.43% | 50,520 | $6.2M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 2.41% | 32,090 | $6.1M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 1.94% | 20,042 | $4.9M | Add +2.4% |
| ADP Automatic Data Processing | 1.87% | 15,486 | $4.7M | Add +10.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.74% | 7,878 | $4.4M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 7,327 | $3.9M | Add +12.1% |
| ACN Accenture PLC Class A | 1.40% | 11,377 | $3.6M | Reduce -2.8% |
| COR Cencora Inc. | 1.15% | 10,468 | $2.9M | Add +6.0% |
| VFMV Vanguard US Minimum Volatili | 1.08% | 21,502 | $2.7M | New |
| NVDA Nvidia Corp. | 1.06% | 24,699 | $2.7M | Reduce -13.1% |
| NOC Northrop Grumman Corp. | 1.05% | 5,212 | $2.7M | Reduce -6.2% |
| VGT Vanguard Info Tech ETF | 0.83% | 3,889 | $2.1M | Reduce -26.8% |
| ABT Abbott Laboratories | 0.74% | 14,099 | $1.9M | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.66% | 75,772 | $1.7M | Reduce -11.1% |
| SYK Stryker Corp. | 0.66% | 4,455 | $1.7M | Reduce -3.0% |
| SCHB Schwab US Broad Market ETF | 0.59% | 69,504 | $1.5M | Add +8.6% |
| MCD McDonald's Corp. | 0.56% | 4,497 | $1.4M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.52% | 7,961 | $1.3M | Reduce -7.2% |
| PG The Procter & Gamble Co. | 0.47% | 7,017 | $1.2M | Add +5.8% |
| UNH Unitedhealth Group Inc. | 0.42% | 2,047 | $1.1M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.40% | 1,739 | $1.0M | Reduce -12.2% |
| IVV iShares Core S&P 500 ETF | 0.38% | 1,733 | $974K | Reduce -7.6% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 11,185 | $944K | Reduce -19.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 3,108 | $854K | Add +6.8% |
| KO The Coca-Cola Co. | 0.33% | 11,689 | $837K | Add +4.5% |
| ROST Ross Stores Inc. | 0.33% | 6,506 | $831K | Add +0.1% |
| MAR Marriott International Class A | 0.27% | 2,835 | $675K | Reduce -5.1% |
| ROL Rollins Inc. | 0.26% | 12,058 | $652K | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 0.25% | 4,139 | $640K | Reduce -12.5% |
| NKE Nike Inc. Class B | 0.25% | 10,019 | $636K | Reduce -2.9% |
| PEP Pepsico Inc. | 0.24% | 4,106 | $616K | Reduce -13.7% |
| MNST Monster Beverage Corp. | 0.24% | 10,486 | $614K | No change |
| RSG Republic Services Inc. | 0.24% | 2,523 | $611K | Add +42.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 2,214 | $550K | Add +30.2% |
| GOOG Alphabet Inc. Class C | 0.21% | 3,403 | $532K | Add +3.3% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 9,042 | $528K | Reduce -0.6% |
| T AT&T Inc. | 0.21% | 18,603 | $526K | New |
| IWF iShares Russell 1000 Growth | 0.20% | 1,427 | $515K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.20% | 4,183 | $498K | Add +6.4% |
| AXP American Express Co. | 0.19% | 1,829 | $492K | Add +48.8% |
| FHN First Horizon Corp. | 0.19% | 25,031 | $486K | No change |
| ETN Eaton Corp. PLC | 0.18% | 1,639 | $446K | Reduce -15.9% |
| ABBV Abbvie Inc. | 0.17% | 2,055 | $430K | New |
| LHX L3HARRIS Technologies Inc. | 0.17% | 2,057 | $430K | Reduce -2.4% |
| DFS Discover Financial Services | 0.17% | 2,520 | $430K | No change |
| CTAS Cintas Corp. | 0.17% | 2,052 | $422K | Reduce -13.8% |
| WMT Walmart Inc. | 0.16% | 4,703 | $413K | Add +40.4% |
| LMT Lockheed Martin Corp. | 0.16% | 911 | $407K | Add +9.8% |
| WM Waste Management Inc. | 0.16% | 1,729 | $400K | New |
| DUK Duke Energy Corp. | 0.15% | 3,168 | $386K | Add +18.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.15% | 2,000 | $386K | No change |
| HON Honeywell International Inc. | 0.15% | 1,761 | $373K | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.14% | 2,590 | $364K | Reduce -8.8% |
| MRK Merck & Co. Inc. | 0.14% | 3,969 | $356K | Add +20.2% |
| TSLA Tesla Inc. | 0.13% | 1,286 | $333K | Add +73.5% |
| SSB Southstate Bank Corp. | 0.13% | 3,575 | $332K | No change |
| YUM Yum! Brands Inc. | 0.13% | 2,079 | $327K | Reduce -2.4% |
| IYY iShares Dow Jones U.S. ETF | 0.13% | 2,383 | $324K | New |
| MRSH Marsh & McLennan Cos | 0.13% | 1,315 | $321K | New |
| SCHD Schwab US DVD Equity ETF | 0.12% | 11,029 | $308K | Add +186.2% |
| ED Consolidated Edison Inc. | 0.12% | 2,785 | $308K | Add +4.2% |
| AZO AutoZone Inc. | 0.12% | 78 | $297K | New |
| CMCSA Comcast Corp. Class A | 0.12% | 8,050 | $297K | Reduce -20.5% |
| VTC Vanguard Total Corporate BND | 0.11% | 3,632 | $279K | No change |
| SCHK Schwab 1000 Index ETF | 0.11% | 10,315 | $278K | Add +0.3% |
| TFC Truist Financial Corp. | 0.10% | 6,429 | $265K | Reduce -1.9% |
| WPC WP Carey Inc. | 0.10% | 4,140 | $261K | Add +1.0% |
| DHR Danaher Corp. | 0.10% | 1,258 | $258K | Reduce -7.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.10% | 814 | $251K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 1,064 | $248K | Reduce -17.3% |
| TRV The Travelers Cos Inc. | 0.10% | 916 | $242K | New |
| NSC Norfolk Southern Corp. | 0.09% | 997 | $236K | Reduce -13.4% |
| MO Altria Group Inc. | 0.09% | 3,920 | $235K | New |
| MDLZ Mondelez International Inc. Class A | 0.09% | 3,406 | $231K | Reduce -3.8% |
| TXN Texas Instruments Inc. | 0.09% | 1,255 | $226K | Add +7.7% |
| BND Vanguard Total Bond Market | 0.08% | 2,920 | $214K | No change |
| VYM Vanguard High DVD Yield ETF | 0.08% | 1,627 | $210K | New |
| ATO Atmos Energy Corp. | 0.08% | 1,355 | $210K | New |
| CB Chubb Ltd. | 0.08% | 673 | $203K | New |
| SO The Southern Co. | 0.08% | 2,202 | $203K | New |
| IWY iShares Russell Top 200 Grow | 0.08% | 950 | $200K | Reduce -4.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 826 | $143K | New |
| SCHF Schwab Intl Equity ETF | 0.05% | 6,536 | $129K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 1,512 | $126K | Reduce -16.3% |
| IWO iShares Russell 2000 Growth | 0.05% | 492 | $126K | Add +0.2% |
| SCHV Schwab US Large-Cap Value | 0.04% | 3,891 | $103K | Add +29.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.03% | 422 | $68K | Add +74.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.03% | 517 | $64K | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.02% | 316 | $59K | New |
| IWD iShares Russell 1000 Value E | 0.02% | 265 | $50K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Reduce -25.7% | 4.89% | −1.65 |
| SCHG Schwab US Large-Cap Growth | Reduce -22.2% | 4.27% | −1.52 |
| AAPL Apple Inc. | Reduce -3.1% | 13.60% | −1.40 |
| MSFT Microsoft Corp. | Reduce -5.0% | 11.63% | −1.40 |
| VGT Vanguard Info Tech ETF | Reduce -26.8% | 0.83% | −0.40 |
| NVDA Nvidia Corp. | Reduce -13.1% | 1.06% | −0.37 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 2.41% | −0.28 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.19 |
| HD Home Depot Inc. | Reduce -2.5% | 4.52% | −0.14 |
| ACN Accenture PLC Class A | Reduce -2.8% | 1.40% | −0.14 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.13 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.09 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -12.5% | 0.25% | −0.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -11.1% | 0.66% | −0.08 |
| ETN Eaton Corp. PLC | Reduce -15.9% | 0.18% | −0.07 |
| MAR Marriott International Class A | Reduce -5.1% | 0.27% | −0.05 |
| NKE Nike Inc. Class B | Reduce -2.9% | 0.25% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -12.2% | 0.40% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -7.6% | 0.38% | −0.03 |
| PEP Pepsico Inc. | Reduce -13.7% | 0.24% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -8.8% | 0.14% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -20.5% | 0.12% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -17.3% | 0.10% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -19.4% | 0.37% | −0.02 |
| DHR Danaher Corp. | Reduce -7.4% | 0.10% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -16.3% | 0.05% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -4.0% | 0.08% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -13.4% | 0.09% | −0.01 |
| VIS Vanguard Industrials ETF | Sold out | 0.00% | −0.00 |
| HON Honeywell International Inc. | Reduce -1.6% | 0.15% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 0.21% | −0.00 |
| TFC Truist Financial Corp. | Reduce -1.9% | 0.10% | −0.00 |
| VPU Vanguard Utilities ETF | Reduce -23.1% | 0.01% | −0.00 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.00 |
| CTAS Cintas Corp. | Reduce -13.8% | 0.17% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -2.4% | 0.17% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 1.74% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.8% | 0.09% | +0.01 |
| YUM Yum! Brands Inc. | Reduce -2.4% | 0.13% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -2.0% | 0.42% | +0.03 |
| SYK Stryker Corp. | Reduce -3.0% | 0.66% | +0.04 |
| JNJ Johnson & Johnson | Reduce -7.2% | 0.52% | +0.06 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.56% | +0.06 |
| NOC Northrop Grumman Corp. | Reduce -6.2% | 1.05% | +0.08 |
| TJX TJX Companies Inc. | Reduce -2.0% | 2.43% | +0.10 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.74% | +0.14 |
| COST Costco Wholesale Corp. | Reduce -4.3% | 5.17% | +0.20 |
| LLY Eli Lilly & Co. | Reduce -2.7% | 8.14% | +0.72 |
Portfolio Buys Q4 2024 → Q1 2025
| VFMV Vanguard US Minimum Volatili | New | 1.08% | +1.08 |
| V Visa Inc. Class A | Add +0.5% | 6.91% | +1.03 |
| MCK McKesson Corp. | Add +1.8% | 3.74% | +0.79 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.1% | 1.54% | +0.43 |
| MA Mastercard Inc. Class A | Add +2.8% | 3.13% | +0.36 |
| ADP Automatic Data Processing | Add +10.4% | 1.87% | +0.33 |
| COR Cencora Inc. | Add +6.0% | 1.15% | +0.32 |
| T AT&T Inc. | New | 0.21% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +2.4% | 1.94% | +0.18 |
| ABBV Abbvie Inc. | New | 0.17% | +0.17 |
| WM Waste Management Inc. | New | 0.16% | +0.16 |
| IYY iShares Dow Jones U.S. ETF | New | 0.13% | +0.13 |
| MRSH Marsh & McLennan Cos | New | 0.13% | +0.13 |
| AZO AutoZone Inc. | New | 0.12% | +0.12 |
| RSG Republic Services Inc. | Add +42.3% | 0.24% | +0.11 |
| TRV The Travelers Cos Inc. | New | 0.10% | +0.10 |
| MO Altria Group Inc. | New | 0.09% | +0.09 |
| VYM Vanguard High DVD Yield ETF | New | 0.08% | +0.08 |
| ATO Atmos Energy Corp. | New | 0.08% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +186.2% | 0.12% | +0.08 |
| CB Chubb Ltd. | New | 0.08% | +0.08 |
| SO The Southern Co. | New | 0.08% | +0.08 |
| IBM Intl Business Machines Corp. | Add +30.2% | 0.22% | +0.08 |
| KO The Coca-Cola Co. | Add +4.5% | 0.33% | +0.07 |
| AXP American Express Co. | Add +48.8% | 0.19% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.06% | +0.06 |
| PG The Procter & Gamble Co. | Add +5.8% | 0.47% | +0.06 |
| ROL Rollins Inc. | Add +1.5% | 0.26% | +0.05 |
| SCHF Schwab Intl Equity ETF | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +40.4% | 0.16% | +0.05 |
| SCHB Schwab US Broad Market ETF | Add +8.6% | 0.59% | +0.05 |
| DUK Duke Energy Corp. | Add +18.3% | 0.15% | +0.04 |
| XOM Exxon Mobil Corp. | Add +6.4% | 0.20% | +0.04 |
| ED Consolidated Edison Inc. | Add +4.2% | 0.12% | +0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.8% | 0.34% | +0.02 |
| TSLA Tesla Inc. | Add +73.5% | 0.13% | +0.02 |
| WPC WP Carey Inc. | Add +1.0% | 0.10% | +0.02 |
| MRK Merck & Co. Inc. | Add +20.2% | 0.14% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +74.4% | 0.03% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +29.7% | 0.04% | +0.01 |
| LMT Lockheed Martin Corp. | Add +9.8% | 0.16% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | New | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +7.7% | 0.09% | +0.01 |
| IUSV iShares Core S&P U.S. Value | Add +650.0% | 0.01% | +0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +606.7% | 0.01% | +0.00 |
| SCYB Schwab High Yield Bond ETF | New | 0.00% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +56.3% | 0.01% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +712.5% | 0.00% | +0.00 |
| SCHK Schwab 1000 Index ETF | Add +0.3% | 0.11% | +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 |