Peachtree Investment Partners, LLC Top Holdings and 13F Report (2025) About Peachtree Investment Partners, LLCInvestment ActivityPeachtree Investment Partners, LLC has $266.90 million in total holdings as of December 31, 2024.Peachtree Investment Partners, LLC owns shares of 114 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 7.43% of the portfolio was purchased this quarter.About 4.00% of the portfolio was sold this quarter.This quarter, Peachtree Investment Partners, LLC has purchased 113 new stocks and bought additional shares in 37 stocks.Peachtree Investment Partners, LLC sold shares of 44 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $40,059,855Microsoft $34,780,013Eli Lilly and Company $19,784,052Vanguard S&P 500 ETF $17,463,525Visa $15,699,893 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $1,048,988 HoldingWalmart $302,606 HoldingTesla $299,258 HoldingNetflix $229,069 HoldingSchwab Fundamental U.S. Large Company Index ETF $2,036 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 423,392 shares (about $11.80M)Vanguard S&P 500 ETF 3,337 shares (about $1.80M)Schwab US Large-Cap ETF 63,666 shares (about $1.48M)PALANTIR TECHNOLOGIES INC 13,870 shares (about $1.05M)Schwab US Broad Market ETF 42,833 shares (about $972.31K) Largest Sales this Quarter Eli Lilly and Company 1,984 shares (about $1.53M)Microsoft 3,580 shares (about $1.51M)Home Depot 1,494 shares (about $581.15K)Costco Wholesale 507 shares (about $464.56K)Apple 1,476 shares (about $369.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeachtree Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$40,059,855$369,619 ▼-0.9%159,97115.0%Computer and TechnologyMSFTMicrosoft$34,780,013$1,508,967 ▼-4.2%82,51513.0%Computer and TechnologyLLYEli Lilly and Company$19,784,052$1,531,649 ▼-7.2%25,6277.4%MedicalVOOVanguard S&P 500 ETF$17,463,525$1,798,025 ▲11.5%32,4116.5%ETFVVisa$15,699,893$139,689 ▼-0.9%49,6775.9%Business ServicesSCHGSchwab U.S. Large-Cap Growth ETF$15,473,696$11,799,930 ▲321.2%555,2105.8%ETFCOSTCostco Wholesale$13,239,578$464,563 ▼-3.4%14,4495.0%Retail/WholesaleHDHome Depot$12,435,186$581,149 ▼-4.5%31,9684.7%Retail/WholesaleMCKMcKesson$7,873,940$310,603 ▼-3.8%13,8163.0%MedicalMAMastercard$7,394,370$67,925 ▼-0.9%14,0432.8%Business ServicesAMZNAmazon.com$7,192,927$347,295 ▲5.1%32,7862.7%Retail/WholesaleTJXTJX Companies$6,226,207$153,188 ▼-2.4%51,5372.3%Retail/WholesaleJPMJPMorgan Chase & Co.$4,693,040$133,998 ▼-2.8%19,5781.8%FinanceSPYSPDR S&P 500 ETF Trust$4,632,533$70,332 ▼-1.5%7,9041.7%FinanceACNAccenture$4,115,424$96,035 ▼-2.3%11,6991.5%Computer and TechnologyADPAutomatic Data Processing$4,105,529$59,717 ▼-1.4%14,0251.5%Business ServicesNVDANVIDIA$3,818,473$500,491 ▲15.1%28,4351.4%Computer and TechnologyVGTVanguard Information Technology ETF$3,303,563$255,555 ▲8.4%5,3131.2%ETFBRK.BBerkshire Hathaway$2,963,091$97,455 ▼-3.2%6,5371.1%FinanceNOCNorthrop Grumman$2,606,316$293,762 ▼-10.1%5,5541.0%AerospaceCORCencora$2,219,434$187,162 ▼-7.8%9,8780.8%MedicalSCHXSchwab US Large-Cap ETF$1,974,760$1,475,785 ▲295.8%85,1920.7%ETFSYKStryker$1,653,926$155,528 ▼-8.6%4,5940.6%MedicalABTAbbott Laboratories$1,603,443$94,560 ▼-5.6%14,1760.6%MedicalSCHBSchwab US Broad Market ETF$1,452,829$972,313 ▲202.3%64,0010.5%ETFMCDMcDonald's$1,311,511$180,898 ▼-12.1%4,5240.5%Retail/WholesaleJNJJohnson & Johnson$1,241,180$161,403 ▼-11.5%8,5820.5%MedicalMETAMeta Platforms$1,159,901$104,221 ▲9.9%1,9810.4%Computer and TechnologyPGProcter & Gamble$1,111,394$109,144 ▼-8.9%6,6290.4%Consumer StaplesIVViShares Core S&P 500 ETF$1,104,458$19,428 ▲1.8%1,8760.4%ETFUNHUnitedHealth Group$1,056,192$53,619 ▼-4.8%2,0880.4%MedicalPALANTIR TECHNOLOGIES INC$1,048,988$1,048,988 ▲New Holding13,8700.4%CL AROSTRoss Stores$982,606$93,329 ▼-8.7%6,4960.4%Retail/WholesaleGOOGLAlphabet$895,173$52,435 ▲6.2%4,7290.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$843,768$9,275 ▼-1.1%2,9110.3%ETFMARMarriott International$833,241$37,101 ▲4.7%2,9870.3%Consumer DiscretionaryNKENIKE$781,092$127,887 ▼-14.1%10,3220.3%Consumer DiscretionaryPEPPepsiCo$723,175$187,940 ▼-20.6%4,7560.3%Consumer StaplesKOCoca-Cola$696,622$9,775 ▲1.4%11,1890.3%Consumer StaplesETNEaton$646,4830.0%1,9480.2%Industrial ProductsGOOGAlphabet$627,593$4,952 ▲0.8%3,2950.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$572,468$803 ▲0.1%1,4260.2%ETFIJHiShares Core S&P Mid-Cap ETF$566,895$14,705 ▼-2.5%9,0980.2%ETFMNSTMonster Beverage$551,1440.0%10,4860.2%Consumer StaplesROLRollins$550,498$1,854 ▲0.3%11,8770.2%ConstructionFHNFirst Horizon$504,117$97,919 ▼-16.3%25,0310.2%FinanceFICOFair Isaac$495,742$113,483 ▲29.7%2490.2%Computer and TechnologyIYWiShares U.S. Technology ETF$452,816$159 ▲0.0%2,8390.2%ManufacturingLHXL3Harris Technologies$442,996$92,930 ▼-17.3%2,1070.2%AerospaceDFSDiscover Financial Services$436,4710.0%2,5200.2%FinanceCTASCintas$434,600$262,514 ▼-37.7%2,3790.2%Business ServicesXOMExxon Mobil$423,041$78,413 ▼-15.6%3,9330.2%Oils/EnergyQQQMInvesco NASDAQ 100 ETF$420,9000.0%2,0000.2%ETFHONHoneywell International$404,441$89,474 ▼-18.1%1,7900.2%Multi-Sector ConglomeratesLMTLockheed Martin$403,137$101,999 ▼-20.2%8300.2%AerospaceCMCSAComcast$379,976$2,815 ▲0.7%10,1250.1%Consumer DiscretionaryIBMInternational Business Machines$374,010$175,901 ▼-32.0%1,7010.1%Computer and TechnologyAXPAmerican Express$364,627$53,403 ▼-12.8%1,2290.1%FinanceRSGRepublic Services$356,736$74,446 ▲26.4%1,7730.1%Business ServicesSSBSouthState$355,6040.0%3,5750.1%FinanceAVGOBroadcom$351,473$78,826 ▲28.9%1,5160.1%Computer and TechnologyMRKMerck & Co., Inc.$328,589$32,431 ▼-9.0%3,3030.1%MedicalLOWLowe's Companies$317,295$10,363 ▲3.4%1,2860.1%Retail/WholesaleDHRDanaher$311,8310.0%1,3580.1%MedicalWMTWalmart$302,606$302,606 ▲New Holding3,3490.1%Retail/WholesaleTSLATesla$299,258$299,258 ▲New Holding7410.1%Auto/Tires/TrucksSCHKSchwab 1000 Index ETF$291,159$143,357 ▲97.0%10,2850.1%ETFDUKDuke Energy$288,400$1,077 ▼-0.4%2,6770.1%UtilitiesYUMYum! Brands$285,865$5,098 ▼-1.8%2,1310.1%Retail/WholesaleTFCTruist Financial$284,317$7,592 ▼-2.6%6,5540.1%FinanceMGKVanguard Mega Cap Growth ETF$279,4750.0%8140.1%ETFVTCVanguard Total Corporate Bond Fund$274,9420.0%3,6320.1%ETFNSCNorfolk Southern$270,079$7,509 ▼-2.7%1,1510.1%TransportationEDConsolidated Edison$238,596$1,071 ▲0.5%2,6740.1%UtilitiesPHParker-Hannifin$235,3310.0%3700.1%Industrial ProductsIWYiShares Russell Top 200 Growth ETF$232,917$58,817 ▼-20.2%9900.1%ETFNFLXNetflix$229,069$229,069 ▲New Holding2570.1%Consumer DiscretionaryWPCW. P. Carey$223,275$2,016 ▲0.9%4,0980.1%FinanceTXNTexas Instruments$218,531$938 ▲0.4%1,1650.1%Computer and TechnologyMDLZMondelez International$211,519$5,018 ▼-2.3%3,5410.1%Consumer StaplesBNDVanguard Total Bond Market ETF$209,971$12,009 ▼-5.4%2,9200.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$164,296$182 ▲0.1%1,8070.1%ETFIWOiShares Russell 2000 Growth ETF$141,367$288 ▲0.2%4910.1%ETFSCHDSchwab US Dividend Equity ETF$105,263$67,152 ▲176.2%3,8530.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$78,210$52,140 ▲200.0%3,0000.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$69,815$271 ▲0.4%5160.0%ETFIWDiShares Russell 1000 Value ETF$49,0810.0%2650.0%ETFVOEVanguard Mid-Cap Value ETF$39,1680.0%2420.0%ETFIWMiShares Russell 2000 ETF$36,581$220 ▲0.6%1660.0%FinanceIWBiShares Russell 1000 ETF$33,6260.0%1040.0%ETFVPUVanguard Utilities ETF$21,245$78,443 ▼-78.7%1300.0%ETFVBVanguard Small-Cap ETF$20,712$482 ▲2.4%860.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$17,0030.0%7000.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$14,7550.0%6500.0%ETFVUGVanguard Growth ETF$13,1340.0%320.0%ETFVISVanguard Industrials ETF$12,848$252 ▲2.0%510.0%ETFIVEiShares S&P 500 Value ETF$11,021$190 ▲1.8%580.0%ETFIWNiShares Russell 2000 Value ETF$10,9990.0%670.0%ETFVHTVanguard Health Care ETF$10,3090.0%410.0%ETFBSVVanguard Short-Term Bond ETF$9,810$386 ▲4.1%1270.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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