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

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 Q3 2024 Q4 2024: $266.9M Q4 2024 Q1 2025: $253.1M $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 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
IWM iShares Russell 2000 ETF 0.01% 166 $33K No change
IWB iShares Russell 1000 ETF 0.01% 105 $32K Add +1.0%
IWS iShares Russell Mid-Cap Valu 0.01% 191 $24K New
VB Vanguard Most SM-Cap ETF-Usd 0.01% 88 $20K Add +2.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.01% 50 $19K Add +56.3%
SCHR Schwab Intermediate-Term US 0.01% 700 $17K No change
VPU Vanguard Utilities ETF 0.01% 100 $17K Reduce -23.1%
IUSV iShares Core S&P U.S. Value 0.01% 180 $17K Add +650.0%
SCHZ Schwab US Aggregate Bond ETF 0.01% 650 $15K No change
IUSG iShares Core S&P U.S. Growth 0.01% 106 $13K Add +606.7%
IVE iShares S&P 500 Value ETF 0.00% 58 $11K No change
VHT Vanguard Health Care ETF 0.00% 41 $11K No change
BSV Vanguard Short-Term Bond ETF 0.00% 131 $10K Add +3.1%
IWN iShares Russell 2000 Value E 0.00% 67 $10K No change
BNDW Vanguard Total World Bond Et 0.00% 138 $9K Add +3.8%
SCYB Schwab High Yield Bond ETF 0.00% 324 $8K New
IJR iShares Core S&P Small-Cap E 0.00% 67 $7K No change
SCHM Schwab US Mid Cap ETF 0.00% 218 $6K Add +0.5%
VFH Vanguard Financials ETF 0.00% 44 $5K No change
VTWO Vanguard Russell 2000 ETF 0.00% 65 $5K Add +712.5%
FNDX Schwab Fndmntl US LRG Co. ETF 0.00% 86 $2K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.00% 44 $1K No change
FNDA Schwab Fndmntl US SM Co. ETF 0.00% 46 $1K No change
SCHA Schwab US Small-Cap ETF 0.00% 33 $775 No change
SCHH Schwab US REIT ETF 0.00% 15 $324 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

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