Peachtree Investment Partners

Peachtree Investment Partners as of June 30, 2025

Portfolio Holdings for Peachtree Investment Partners

Peachtree Investment Partners holds 126 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 13.9 $37M 73k 497.41
Apple (AAPL) 11.6 $30M 148k 205.17
Eli Lilly & Co. (LLY) 7.2 $19M 24k 779.54
Visa Com Cl A (V) 6.7 $18M 50k 355.05
Costco Wholesale Corporation (COST) 5.0 $13M 13k 989.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.7 $12M 22k 568.02
Home Depot (HD) 4.3 $11M 30k 366.65
McKesson Corporation (MCK) 4.0 $10M 14k 732.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.9 $10M 352k 29.21
Mastercard Incorporated Cl A (MA) 3.2 $8.3M 15k 561.95
Amazon (AMZN) 2.5 $6.6M 30k 219.39
JPMorgan Chase & Co. (JPM) 2.5 $6.5M 22k 289.90
TJX Companies (TJX) 2.3 $6.2M 50k 123.49
NVIDIA Corporation (NVDA) 2.0 $5.3M 33k 157.99
Automatic Data Processing (ADP) 1.8 $4.7M 15k 308.40
AmerisourceBergen (COR) 1.4 $3.6M 12k 299.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $3.4M 7.0k 485.77
Accenture Plc Ireland Shs Class A (ACN) 1.2 $3.2M 11k 298.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $3.2M 129k 24.44
Palantir Technologies Cl A (PLTR) 1.1 $2.8M 20k 136.32
Northrop Grumman Corporation (NOC) 1.0 $2.5M 5.0k 499.94
Abbott Laboratories (ABT) 0.7 $1.9M 14k 136.01
Vanguard World Inf Tech Etf (VGT) 0.7 $1.8M 2.8k 663.25
Stryker Corporation (SYK) 0.7 $1.7M 4.4k 395.67
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $1.7M 73k 23.83
Meta Platforms Cl A (META) 0.6 $1.7M 2.3k 738.07
McDonald's Corporation (MCD) 0.5 $1.3M 4.5k 292.17
Republic Services (RSG) 0.5 $1.2M 4.9k 246.62
Johnson & Johnson (JNJ) 0.5 $1.2M 7.8k 152.76
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.1M 6.3k 176.22
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $1.1M 9.5k 112.47
Procter & Gamble Company (PG) 0.4 $1.1M 6.7k 159.31
Broadcom (AVGO) 0.4 $1.0M 3.7k 275.62
International Business Machines (IBM) 0.4 $989k 3.4k 294.74
Waste Management (WM) 0.4 $977k 4.3k 228.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $945k 3.1k 303.92
Rollins (ROL) 0.3 $898k 16k 56.42
Monster Beverage Corp (MNST) 0.3 $882k 14k 62.64
Alphabet Cap Stk Cl C (GOOG) 0.3 $882k 5.0k 177.39
Ross Stores (ROST) 0.3 $850k 6.7k 127.59
Coca-Cola Company (KO) 0.3 $829k 12k 70.75
Marriott Intl Cl A (MAR) 0.3 $716k 2.6k 273.18
Nike CL B (NKE) 0.3 $713k 10k 71.04
Netflix (NFLX) 0.3 $662k 494.00 1339.13
Capital One Financial (COF) 0.2 $598k 2.8k 212.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $598k 1.4k 424.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $562k 9.1k 62.02
Ishares Tr Core S&p500 Etf (IVV) 0.2 $548k 883.00 621.08
Cintas Corporation (CTAS) 0.2 $541k 2.4k 222.85
First Horizon National Corporation (FHN) 0.2 $531k 25k 21.20
Chubb (CB) 0.2 $509k 1.8k 289.66
L3harris Technologies (LHX) 0.2 $509k 2.0k 250.84
Ge Aerospace Com New (GE) 0.2 $506k 2.0k 257.43
Pepsi (PEP) 0.2 $469k 3.6k 132.05
Wal-Mart Stores (WMT) 0.2 $459k 4.7k 97.78
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $454k 2.0k 227.10
Exxon Mobil Corporation (XOM) 0.2 $452k 4.2k 107.81
At&t (T) 0.2 $452k 16k 28.94
Eaton Corp SHS (ETN) 0.2 $407k 1.1k 356.99
Abbvie (ABBV) 0.2 $405k 2.2k 185.62
Tesla Motors (TSLA) 0.2 $402k 1.3k 317.67
AutoZone (AZO) 0.1 $375k 101.00 3712.23
Honeywell International (HON) 0.1 $371k 1.6k 232.81
American Express Company (AXP) 0.1 $365k 1.1k 319.05
Ishares Tr Dow Jones Us Etf (IYY) 0.1 $361k 2.4k 150.88
Sap Se Spon Adr (SAP) 0.1 $359k 1.2k 304.10
Lockheed Martin Corporation (LMT) 0.1 $338k 731.00 462.96
Duke Energy Corp Com New (DUK) 0.1 $330k 2.8k 118.01
South State Corporation 0.1 $329k 3.6k 92.02
Merck & Co (MRK) 0.1 $314k 4.0k 79.16
Goldman Sachs (GS) 0.1 $300k 424.00 707.83
Travelers Companies (TRV) 0.1 $299k 1.1k 267.64
Vanguard World Mega Grwth Ind (MGK) 0.1 $298k 814.00 366.09
Altria (MO) 0.1 $295k 5.0k 58.63
Philip Morris International (PM) 0.1 $292k 1.6k 182.08
Yum! Brands (YUM) 0.1 $290k 2.0k 148.21
Comcast Corp Cl A (CMCSA) 0.1 $290k 8.1k 35.69
Intercontinental Exchange (ICE) 0.1 $281k 1.5k 183.41
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $281k 3.6k 77.32
Consolidated Edison (ED) 0.1 $274k 2.7k 100.36
Truist Financial Corp equities (TFC) 0.1 $269k 6.2k 42.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $267k 10k 26.50
Wp Carey (WPC) 0.1 $261k 4.2k 62.38
Texas Instruments Incorporated (TXN) 0.1 $257k 1.2k 207.68
Norfolk Southern (NSC) 0.1 $256k 1.0k 256.06
Danaher Corporation (DHR) 0.1 $249k 1.3k 197.47
Ishares Tr U.s. Tech Etf (IYW) 0.1 $244k 1.4k 173.24
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $234k 950.00 246.51
Mondelez Intl Cl A (MDLZ) 0.1 $231k 3.4k 67.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $229k 3.1k 73.62
Lowe's Companies (LOW) 0.1 $226k 1.0k 221.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $218k 1.6k 133.29
Atmos Energy Corporation (ATO) 0.1 $211k 1.4k 154.14
Wells Fargo & Company (WFC) 0.1 $202k 2.5k 80.13
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $155k 5.2k 29.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $145k 6.6k 22.10
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $141k 492.00 286.04
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $138k 1.5k 90.98
Vanguard Index Fds Value Etf (VTV) 0.0 $75k 426.00 176.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $69k 422.00 164.46
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $69k 518.00 133.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $62k 316.00 194.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $52k 266.00 194.03
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $46k 306.00 150.40
Ishares Tr Russell 2000 Etf (IWM) 0.0 $36k 166.00 216.29
Ishares Tr Rus 1000 Etf (IWB) 0.0 $36k 105.00 338.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $25k 192.00 132.04
Vanguard Index Fds Growth Etf (VUG) 0.0 $22k 50.00 438.40
Vanguard Index Fds Small Cp Etf (VB) 0.0 $21k 90.00 238.04
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $18k 700.00 25.03
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $15k 650.00 23.24
Vanguard World Utilities Etf (VPU) 0.0 $14k 80.00 176.51
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $11k 58.00 196.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $11k 394.00 27.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $11k 136.00 78.77
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $11k 68.00 156.65
Vanguard World Health Car Etf (VHT) 0.0 $10k 41.00 246.15
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $9.9k 143.00 69.25
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.0 $8.8k 330.00 26.52
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $7.3k 67.00 109.28
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $6.1k 219.00 28.01
Vanguard World Financials Etf (VFH) 0.0 $5.6k 44.00 128.32
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $2.1k 87.00 24.47
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $1.5k 44.00 33.23
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $1.3k 46.00 28.78
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $321.000000 15.00 21.40