Peachtree Investment Partners

Peachtree Investment Partners as of Sept. 30, 2025

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