Peachtree Investment Partners
Latest statistics and disclosures from Peachtree Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, VOO, LLY, V, and represent 43.90% of Peachtree Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$5.2M), SCHX, SCHG, AVGO, GOOGL, NVDA, GOOG, PLTR, HD, META.
- Started 5 new stock positions in SSB, PH, ORCL, VONG, CAT.
- Reduced shares in these 10 stocks: LLY, MCK, BRK.B, AAPL, MSFT, VTI, ACN, COST, IBM, V.
- Sold out of its positions in PM, SAP, South State Corporation.
- Peachtree Investment Partners was a net buyer of stock by $9.2M.
- Peachtree Investment Partners has $288M in assets under management (AUM), dropping by 10.05%.
- Central Index Key (CIK): 0001743863
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Portfolio Holdings for Peachtree Investment Partners
Peachtree Investment Partners holds 128 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.9 | $37M | 72k | 517.95 |
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| Apple (AAPL) | 12.8 | $37M | -2% | 145k | 254.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.4 | $19M | +38% | 30k | 612.38 |
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| Eli Lilly & Co. (LLY) | 6.0 | $17M | -5% | 23k | 763.01 |
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| Visa Com Cl A (V) | 5.7 | $17M | -2% | 49k | 341.38 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.9 | $14M | +25% | 441k | 31.91 |
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| Home Depot (HD) | 4.5 | $13M | +4% | 32k | 405.19 |
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| Costco Wholesale Corporation (COST) | 4.1 | $12M | -3% | 13k | 925.63 |
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| McKesson Corporation (MCK) | 3.5 | $10M | -7% | 13k | 772.56 |
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| Mastercard Incorporated Cl A (MA) | 2.9 | $8.4M | 15k | 568.81 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $7.2M | +2% | 23k | 315.44 |
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| TJX Companies (TJX) | 2.5 | $7.1M | 49k | 144.54 |
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| NVIDIA Corporation (NVDA) | 2.5 | $7.1M | +14% | 38k | 186.58 |
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| Amazon (AMZN) | 2.4 | $7.0M | +5% | 32k | 219.57 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.4 | $6.8M | +99% | 258k | 26.34 |
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| Palantir Technologies Cl A (PLTR) | 1.5 | $4.4M | +16% | 24k | 182.42 |
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| Automatic Data Processing (ADP) | 1.5 | $4.2M | -5% | 14k | 293.51 |
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| AmerisourceBergen (COR) | 1.2 | $3.4M | -7% | 11k | 312.54 |
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| Northrop Grumman Corporation (NOC) | 1.0 | $3.0M | 4.9k | 609.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.7M | -23% | 5.4k | 502.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.5M | +66% | 10k | 243.09 |
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| Broadcom (AVGO) | 0.8 | $2.3M | +89% | 7.0k | 329.90 |
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| Meta Platforms Cl A (META) | 0.8 | $2.2M | +30% | 3.0k | 734.48 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $2.1M | -17% | 8.7k | 246.61 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $2.1M | 2.8k | 746.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.0M | +62% | 8.1k | 243.55 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $1.9M | 73k | 25.71 |
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| Abbott Laboratories (ABT) | 0.6 | $1.8M | -4% | 14k | 133.94 |
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| Stryker Corporation (SYK) | 0.6 | $1.6M | 4.3k | 369.68 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.4M | -4% | 7.5k | 185.42 |
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| McDonald's Corporation (MCD) | 0.4 | $1.2M | -10% | 4.0k | 303.92 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $1.2M | 9.6k | 121.06 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.1M | +85% | 1.6k | 669.32 |
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| Ross Stores (ROST) | 0.3 | $994k | -2% | 6.5k | 152.39 |
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| Procter & Gamble Company (PG) | 0.3 | $961k | -5% | 6.3k | 153.65 |
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| Monster Beverage Corp (MNST) | 0.3 | $948k | 14k | 67.31 |
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| Ge Aerospace Com New (GE) | 0.3 | $821k | +39% | 2.7k | 300.77 |
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| Rollins (ROL) | 0.3 | $798k | -14% | 14k | 58.74 |
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| Republic Services (RSG) | 0.3 | $790k | -29% | 3.4k | 229.50 |
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| Coca-Cola Company (KO) | 0.3 | $771k | 12k | 66.32 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $737k | +11% | 1.6k | 468.52 |
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| Nike CL B (NKE) | 0.2 | $681k | -2% | 9.8k | 69.73 |
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| Marriott Intl Cl A (MAR) | 0.2 | $665k | -2% | 2.6k | 260.41 |
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| L3harris Technologies (LHX) | 0.2 | $629k | 2.1k | 305.43 |
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| Waste Management (WM) | 0.2 | $626k | -33% | 2.8k | 220.84 |
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| Capital One Financial (COF) | 0.2 | $598k | 2.8k | 212.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $584k | 8.9k | 65.26 |
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| Wal-Mart Stores (WMT) | 0.2 | $568k | +17% | 5.5k | 103.06 |
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| Tesla Motors (TSLA) | 0.2 | $563k | 1.3k | 444.73 |
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| Netflix (NFLX) | 0.2 | $520k | -12% | 434.00 | 1198.92 |
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| International Business Machines (IBM) | 0.2 | $505k | -46% | 1.8k | 282.16 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $494k | 2.0k | 247.12 |
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| Cintas Corporation (CTAS) | 0.2 | $490k | 2.4k | 205.28 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $463k | -2% | 4.1k | 112.76 |
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| Abbvie (ABBV) | 0.2 | $452k | -10% | 2.0k | 231.55 |
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| Goldman Sachs (GS) | 0.2 | $450k | +33% | 565.00 | 796.95 |
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| AutoZone (AZO) | 0.2 | $442k | 103.00 | 4290.24 |
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| At&t (T) | 0.1 | $429k | -2% | 15k | 28.24 |
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| Pepsi (PEP) | 0.1 | $428k | -14% | 3.0k | 140.44 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.1 | $389k | 2.4k | 162.48 |
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| First Horizon National Corporation (FHN) | 0.1 | $389k | -31% | 17k | 22.61 |
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| Eaton Corp SHS (ETN) | 0.1 | $389k | -8% | 1.0k | 374.25 |
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| American Express Company (AXP) | 0.1 | $379k | 1.1k | 332.16 |
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| Oracle Corporation (ORCL) | 0.1 | $366k | NEW | 1.3k | 281.20 |
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| Southstate Bk Corp (SSB) | 0.1 | $353k | NEW | 3.6k | 98.86 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $346k | 2.8k | 123.75 |
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| Honeywell International (HON) | 0.1 | $335k | 1.6k | 210.48 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $330k | -9% | 661.00 | 499.16 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $328k | 814.00 | 402.33 |
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| Intercontinental Exchange (ICE) | 0.1 | $317k | +22% | 1.9k | 168.46 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $312k | -69% | 951.00 | 328.32 |
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| Merck & Co (MRK) | 0.1 | $303k | -9% | 3.6k | 83.93 |
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| Norfolk Southern (NSC) | 0.1 | $302k | 1.0k | 300.30 |
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| Wp Carey (WPC) | 0.1 | $285k | 4.2k | 67.57 |
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| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $285k | 3.6k | 78.37 |
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| Altria (MO) | 0.1 | $282k | -15% | 4.3k | 66.07 |
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| Truist Financial Corp equities (TFC) | 0.1 | $279k | -2% | 6.1k | 45.72 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $277k | 10k | 27.30 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $276k | 1.4k | 195.85 |
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| Consolidated Edison (ED) | 0.1 | $273k | 2.7k | 100.50 |
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| Yum! Brands (YUM) | 0.1 | $266k | -10% | 1.8k | 151.97 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $260k | 950.00 | 273.65 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $258k | 8.2k | 31.42 |
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| Lowe's Companies (LOW) | 0.1 | $257k | 1.0k | 251.19 |
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| Caterpillar (CAT) | 0.1 | $254k | NEW | 532.00 | 477.01 |
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| Danaher Corporation (DHR) | 0.1 | $245k | 1.2k | 198.23 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $231k | 1.6k | 140.98 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $228k | 1.2k | 183.71 |
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| Travelers Companies (TRV) | 0.1 | $225k | -27% | 807.00 | 279.21 |
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| Chubb (CB) | 0.1 | $222k | -55% | 787.00 | 282.42 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $217k | -6% | 2.9k | 74.37 |
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| Atmos Energy Corporation (ATO) | 0.1 | $217k | -7% | 1.3k | 170.75 |
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| Wells Fargo & Company (WFC) | 0.1 | $211k | 2.5k | 83.83 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $206k | -3% | 3.3k | 62.47 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $204k | NEW | 269.00 | 758.15 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $168k | 5.2k | 32.12 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $157k | 491.00 | 319.92 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $153k | 6.6k | 23.28 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $145k | 1.5k | 95.90 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $80k | 428.00 | 186.67 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $74k | 423.00 | 174.65 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $73k | 519.00 | 141.52 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $66k | 317.00 | 208.97 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $50k | 306.00 | 164.54 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $49k | -9% | 241.00 | 203.63 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $44k | NEW | 363.00 | 120.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $40k | 167.00 | 241.74 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $38k | 105.00 | 365.00 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $27k | 193.00 | 139.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $24k | 50.00 | 479.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $24k | +2% | 92.00 | 255.46 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $18k | 700.00 | 25.13 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $15k | 650.00 | 23.47 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $12k | 58.00 | 208.14 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $12k | 68.00 | 176.37 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $12k | 396.00 | 29.08 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $11k | +3% | 141.00 | 78.84 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $11k | 41.00 | 257.32 |
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| Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) | 0.0 | $10k | +3% | 148.00 | 69.61 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $9.5k | -37% | 50.00 | 189.42 |
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| Schwab Strategic Tr High Yield Bd Et (SCYB) | 0.0 | $9.0k | 336.00 | 26.70 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $8.0k | 67.00 | 118.84 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $6.5k | 219.00 | 29.59 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $5.8k | 44.00 | 132.70 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $2.3k | 87.00 | 26.33 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $1.6k | 44.00 | 36.39 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $1.4k | 46.00 | 31.41 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $330.000000 | 15.00 | 22.00 |
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Past Filings by Peachtree Investment Partners
SEC 13F filings are viewable for Peachtree Investment Partners going back to 2018
- Peachtree Investment Partners 2025 Q3 filed Oct. 31, 2025
- Peachtree Investment Partners 2025 Q2 filed Aug. 12, 2025
- Peachtree Investment Partners 2025 Q1 filed May 12, 2025
- Peachtree Investment Partners 2024 Q4 filed Feb. 13, 2025
- Peachtree Investment Partners 2024 Q3 filed Nov. 12, 2024
- Peachtree Investment Partners 2024 Q2 filed Aug. 12, 2024
- Peachtree Investment Partners 2024 Q1 filed May 10, 2024
- Peachtree Investment Partners 2023 Q4 filed Feb. 12, 2024
- Peachtree Investment Partners 2023 Q3 filed Nov. 13, 2023
- Peachtree Investment Partners 2023 Q2 filed Aug. 14, 2023
- Peachtree Investment Partners 2023 Q1 filed May 15, 2023
- Peachtree Investment Partners 2022 Q4 filed Feb. 14, 2023
- Peachtree Investment Partners 2022 Q3 filed Nov. 8, 2022
- Peachtree Investment Partners 2022 Q2 filed Aug. 16, 2022
- Peachtree Investment Partners 2022 Q1 filed June 8, 2022
- Peachtree Investment Partners 2021 Q4 filed Feb. 11, 2022