Peachtree Investment Partners

Peachtree Investment Partners as of March 31, 2025

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 125 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 13.6 $34M 155k 222.13
Microsoft Corporation (MSFT) 11.6 $29M 78k 375.39
Eli Lilly & Co. (LLY) 8.1 $21M 25k 825.93
Visa Com Cl A (V) 6.9 $18M 50k 350.46
Costco Wholesale Corporation (COST) 5.2 $13M 14k 945.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.9 $12M 24k 513.91
Home Depot (HD) 4.5 $11M 31k 366.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.3 $11M 432k 25.04
McKesson Corporation (MCK) 3.7 $9.5M 14k 673.00
Mastercard Incorporated Cl A (MA) 3.1 $7.9M 14k 548.13
TJX Companies (TJX) 2.4 $6.2M 51k 121.80
Amazon (AMZN) 2.4 $6.1M 32k 190.26
JPMorgan Chase & Co. (JPM) 1.9 $4.9M 20k 245.30
Automatic Data Processing (ADP) 1.9 $4.7M 16k 305.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $4.4M 7.9k 559.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $3.9M 7.3k 532.58
Accenture Plc Ireland Shs Class A (ACN) 1.4 $3.6M 11k 312.04
AmerisourceBergen (COR) 1.2 $2.9M 11k 278.09
Vanguard Wellington Us Minimum (VFMV) 1.1 $2.7M 22k 126.74
NVIDIA Corporation (NVDA) 1.1 $2.7M 25k 108.38
Northrop Grumman Corporation (NOC) 1.1 $2.7M 5.2k 512.00
Vanguard World Inf Tech Etf (VGT) 0.8 $2.1M 3.9k 542.32
Abbott Laboratories (ABT) 0.7 $1.9M 14k 132.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.7M 76k 22.08
Stryker Corporation (SYK) 0.7 $1.7M 4.5k 372.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $1.5M 70k 21.53
McDonald's Corporation (MCD) 0.6 $1.4M 4.5k 312.36
Johnson & Johnson (JNJ) 0.5 $1.3M 8.0k 165.85
Procter & Gamble Company (PG) 0.5 $1.2M 7.0k 170.43
UnitedHealth (UNH) 0.4 $1.1M 2.0k 523.70
Meta Platforms Cl A (META) 0.4 $1.0M 1.7k 576.29
Ishares Tr Core S&p500 Etf (IVV) 0.4 $974k 1.7k 561.96
Palantir Technologies Cl A (PLTR) 0.4 $944k 11k 84.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $854k 3.1k 274.83
Coca-Cola Company (KO) 0.3 $837k 12k 71.62
Ross Stores (ROST) 0.3 $831k 6.5k 127.79
Marriott Intl Cl A (MAR) 0.3 $675k 2.8k 238.22
Rollins (ROL) 0.3 $652k 12k 54.03
Alphabet Cap Stk Cl A (GOOGL) 0.3 $640k 4.1k 154.65
Nike CL B (NKE) 0.3 $636k 10k 63.48
Pepsi (PEP) 0.2 $616k 4.1k 149.94
Monster Beverage Corp (MNST) 0.2 $614k 11k 58.52
Republic Services (RSG) 0.2 $611k 2.5k 242.19
International Business Machines (IBM) 0.2 $550k 2.2k 248.61
Alphabet Cap Stk Cl C (GOOG) 0.2 $532k 3.4k 156.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $528k 9.0k 58.35
At&t (T) 0.2 $526k 19k 28.28
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $515k 1.4k 361.07
Exxon Mobil Corporation (XOM) 0.2 $498k 4.2k 118.94
American Express Company (AXP) 0.2 $492k 1.8k 269.09
First Horizon National Corporation (FHN) 0.2 $486k 25k 19.42
Eaton Corp SHS (ETN) 0.2 $446k 1.6k 271.83
Abbvie (ABBV) 0.2 $431k 2.1k 209.49
L3harris Technologies (LHX) 0.2 $431k 2.1k 209.28
Discover Financial Services 0.2 $430k 2.5k 170.67
Cintas Corporation (CTAS) 0.2 $422k 2.1k 205.48
Wal-Mart Stores (WMT) 0.2 $413k 4.7k 87.79
Lockheed Martin Corporation (LMT) 0.2 $407k 911.00 446.66
Waste Management (WM) 0.2 $400k 1.7k 231.46
Duke Energy Corp Com New (DUK) 0.2 $386k 3.2k 121.98
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $386k 2.0k 193.02
Honeywell International (HON) 0.1 $373k 1.8k 211.76
Ishares Tr U.s. Tech Etf (IYW) 0.1 $364k 2.6k 140.41
Merck & Co (MRK) 0.1 $356k 4.0k 89.76
Tesla Motors (TSLA) 0.1 $333k 1.3k 259.17
South State Corporation 0.1 $332k 3.6k 92.81
Yum! Brands (YUM) 0.1 $327k 2.1k 157.33
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $324k 2.4k 136.12
Marsh & McLennan Companies (MMC) 0.1 $321k 1.3k 244.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $308k 11k 27.96
Consolidated Edison (ED) 0.1 $308k 2.8k 110.58
AutoZone (AZO) 0.1 $297k 78.00 3812.78
Comcast Corp Cl A (CMCSA) 0.1 $297k 8.1k 36.90
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $279k 3.6k 76.79
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $278k 10k 26.92
Truist Financial Corp equities (TFC) 0.1 $265k 6.4k 41.15
Wp Carey (WPC) 0.1 $261k 4.1k 63.11
Danaher Corporation (DHR) 0.1 $258k 1.3k 204.94
Vanguard World Mega Grwth Ind (MGK) 0.1 $251k 814.00 308.81
Lowe's Companies (LOW) 0.1 $248k 1.1k 233.30
Travelers Companies (TRV) 0.1 $242k 916.00 264.58
Norfolk Southern (NSC) 0.1 $236k 997.00 236.74
Altria (MO) 0.1 $235k 3.9k 60.03
Mondelez Intl Cl A (MDLZ) 0.1 $231k 3.4k 67.85
Texas Instruments Incorporated (TXN) 0.1 $226k 1.3k 179.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $215k 2.9k 73.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $210k 1.6k 128.99
Atmos Energy Corporation (ATO) 0.1 $210k 1.4k 154.63
Chubb (CB) 0.1 $203k 673.00 302.04
Southern Company (SO) 0.1 $203k 2.2k 91.97
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $200k 950.00 210.94
Vanguard Index Fds Value Etf (VTV) 0.1 $143k 826.00 172.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $129k 6.5k 19.78
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $126k 1.5k 83.28
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $126k 492.00 255.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $103k 3.9k 26.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $68k 422.00 160.54
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $64k 517.00 124.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $59k 316.00 186.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $50k 265.00 188.46
Ishares Tr Russell 2000 Etf (IWM) 0.0 $33k 166.00 199.40
Ishares Tr Rus 1000 Etf (IWB) 0.0 $32k 105.00 305.40
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $24k 191.00 126.06
Vanguard Index Fds Small Cp Etf (VB) 0.0 $20k 88.00 222.95
Vanguard Index Fds Growth Etf (VUG) 0.0 $19k 50.00 370.82
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $17k 700.00 24.86
Vanguard World Utilities Etf (VPU) 0.0 $17k 100.00 170.81
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $17k 180.00 92.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $15k 650.00 23.16
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $14k 106.00 127.08
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $11k 58.00 190.47
Vanguard World Health Car Etf (VHT) 0.0 $11k 41.00 262.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $10k 131.00 78.56
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $10k 67.00 151.48
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $9.5k 138.00 68.72
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.0 $8.5k 324.00 26.11
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $7.0k 67.00 104.57
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $5.7k 218.00 26.19
Vanguard World Financials Etf (VFH) 0.0 $5.3k 44.00 119.98
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $5.2k 65.00 80.65
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $2.0k 86.00 23.72
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $1.4k 44.00 30.80
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $1.3k 46.00 27.43
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $774.998400 33.00 23.48
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $324.000000 15.00 21.60