Peachtree Investment Partners, LLC Top Holdings and 13F Report (2025) About Peachtree Investment Partners, LLCInvestment ActivityPeachtree Investment Partners, LLC has $253.10 million in total holdings as of March 31, 2025.Peachtree Investment Partners, LLC owns shares of 125 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 3.89% of the portfolio was purchased this quarter.About 6.34% of the portfolio was sold this quarter.This quarter, Peachtree Investment Partners, LLC has purchased 114 new stocks and bought additional shares in 42 stocks.Peachtree Investment Partners, LLC sold shares of 43 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $34,432,837Microsoft $29,438,461Eli Lilly and Company $20,595,285Visa $17,491,698Costco Wholesale $13,072,896 Largest New Holdings this Quarter 921935409 - Vanguard U.S. Minimum Volatility ETF $2,725,163 Holding00206R102 - AT&T $526,098 Holding00287Y109 - AbbVie $430,493 Holding94106L109 - Waste Management $400,199 Holding464287846 - iShares Dow Jones U.S. ETF $324,383 Holding Largest Purchases this Quarter Vanguard U.S. Minimum Volatility ETF 21,502 shares (about $2.73M)AT&T 18,603 shares (about $526.10K)Automatic Data Processing 1,461 shares (about $446.38K)AbbVie 2,055 shares (about $430.49K)Berkshire Hathaway 790 shares (about $420.74K) Largest Sales this Quarter Vanguard S&P 500 ETF 8,320 shares (about $4.28M)Schwab U.S. Large-Cap Growth ETF 123,240 shares (about $3.09M)Microsoft 4,094 shares (about $1.54M)Apple 4,959 shares (about $1.10M)Vanguard Information Technology ETF 1,424 shares (about $772.27K) 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$34,432,837$1,101,543 ▼-3.1%155,01213.6%Computer and TechnologyMSFTMicrosoft$29,438,461$1,536,847 ▼-5.0%78,42111.6%Computer and TechnologyLLYEli Lilly and Company$20,595,285$570,715 ▼-2.7%24,9368.1%MedicalVVisa$17,491,698$82,007 ▲0.5%49,9116.9%Business ServicesCOSTCostco Wholesale$13,072,896$593,019 ▼-4.3%13,8225.2%Retail/WholesaleVOOVanguard S&P 500 ETF$12,380,625$4,275,738 ▼-25.7%24,0914.9%ETFHDHome Depot$11,428,763$287,332 ▼-2.5%31,1844.5%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$10,816,519$3,085,927 ▼-22.2%431,9704.3%ETFMCKMcKesson$9,461,017$162,866 ▲1.8%14,0583.7%MedicalMAMastercard$7,913,375$215,964 ▲2.8%14,4373.1%Business ServicesTJXTJX Companies$6,153,319$123,870 ▼-2.0%50,5202.4%Retail/WholesaleAMZNAmazon.com$6,105,449$132,421 ▼-2.1%32,0902.4%Retail/WholesaleJPMJPMorgan Chase & Co.$4,916,261$113,818 ▲2.4%20,0421.9%FinanceADPAutomatic Data Processing$4,731,467$446,382 ▲10.4%15,4861.9%Business ServicesSPYSPDR S&P 500 ETF Trust$4,406,990$14,545 ▼-0.3%7,8781.7%FinanceBRK.BBerkshire Hathaway$3,902,214$420,738 ▲12.1%7,3271.5%FinanceACNAccenture$3,550,129$100,478 ▼-2.8%11,3771.4%Computer and TechnologyCORCencora$2,911,009$164,071 ▲6.0%10,4681.2%MedicalVFMVVanguard U.S. Minimum Volatility ETF$2,725,163$2,725,163 ▲New Holding21,5021.1%ETFNVDANVIDIA$2,676,847$404,903 ▼-13.1%24,6991.1%Computer and TechnologyNOCNorthrop Grumman$2,668,529$175,103 ▼-6.2%5,2121.1%AerospaceVGTVanguard Information Technology ETF$2,109,088$772,266 ▼-26.8%3,8890.8%ETFABTAbbott Laboratories$1,870,269$10,214 ▼-0.5%14,0990.7%MedicalSCHXSchwab US Large-Cap ETF$1,673,051$207,994 ▼-11.1%75,7720.7%ETFSYKStryker$1,658,368$51,743 ▼-3.0%4,4550.7%MedicalSCHBSchwab US Broad Market ETF$1,496,418$118,479 ▲8.6%69,5040.6%ETFMCDMcDonald's$1,404,686$8,434 ▼-0.6%4,4970.6%Retail/WholesaleJNJJohnson & Johnson$1,320,332$102,993 ▼-7.2%7,9610.5%MedicalPGProcter & Gamble$1,195,904$66,127 ▲5.9%7,0170.5%Consumer StaplesUNHUnitedHealth Group$1,072,016$21,472 ▼-2.0%2,0470.4%MedicalMETAMeta Platforms$1,002,163$139,461 ▼-12.2%1,7390.4%Computer and TechnologyIVViShares Core S&P 500 ETF$973,869$80,360 ▼-7.6%1,7330.4%ETFPALANTIR TECHNOLOGIES INC$944,014$226,614 ▼-19.4%11,1850.4%CL AVTIVanguard Total Stock Market ETF$854,165$54,141 ▲6.8%3,1080.3%ETFKOCoca-Cola$837,172$35,810 ▲4.5%11,6890.3%Consumer StaplesROSTRoss Stores$831,377$1,278 ▲0.2%6,5060.3%Retail/WholesaleMARMarriott International$675,353$36,209 ▼-5.1%2,8350.3%Consumer DiscretionaryROLRollins$651,510$9,780 ▲1.5%12,0580.3%ConstructionGOOGLAlphabet$640,098$91,244 ▼-12.5%4,1390.3%Computer and TechnologyNKENIKE$636,014$19,235 ▼-2.9%10,0190.3%Consumer DiscretionaryPEPPepsiCo$615,662$97,462 ▼-13.7%4,1060.2%Consumer StaplesMNSTMonster Beverage$613,6410.0%10,4860.2%Consumer StaplesRSGRepublic Services$611,035$181,639 ▲42.3%2,5230.2%Business ServicesIBMInternational Business Machines$550,418$127,536 ▲30.2%2,2140.2%Computer and TechnologyGOOGAlphabet$531,670$16,873 ▲3.3%3,4030.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$527,571$3,267 ▼-0.6%9,0420.2%ETFTAT&T$526,098$526,098 ▲New Holding18,6030.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$515,249$361 ▲0.1%1,4270.2%ETFXOMExxon Mobil$497,523$29,735 ▲6.4%4,1830.2%EnergyAXPAmerican Express$492,157$161,451 ▲48.8%1,8290.2%FinanceFHNFirst Horizon$486,0950.0%25,0310.2%FinanceETNEaton$445,529$83,995 ▼-15.9%1,6390.2%IndustrialsABBVAbbVie$430,493$430,493 ▲New Holding2,0550.2%MedicalLHXL3Harris Technologies$430,485$10,464 ▼-2.4%2,0570.2%AerospaceDFSDiscover Financial Services$430,0970.0%2,5200.2%FinanceCTASCintas$421,648$67,192 ▼-13.7%2,0520.2%Business ServicesWMTWalmart$412,881$118,869 ▲40.4%4,7030.2%Retail/WholesaleLMTLockheed Martin$406,911$36,180 ▲9.8%9110.2%AerospaceWMWaste Management$400,199$400,199 ▲New Holding1,7290.2%Business ServicesDUKDuke Energy$386,431$59,892 ▲18.3%3,1680.2%UtilitiesQQQMInvesco NASDAQ 100 ETF$386,0400.0%2,0000.2%ETFHONHoneywell International$372,909$6,141 ▼-1.6%1,7610.1%Multi-Sector ConglomeratesIYWiShares U.S. Technology ETF$363,674$34,963 ▼-8.8%2,5900.1%ManufacturingMRKMerck & Co., Inc.$356,241$59,777 ▲20.2%3,9690.1%MedicalTSLATesla$333,288$141,246 ▲73.5%1,2860.1%Auto/Tires/TrucksSSBSouthState$331,7970.0%3,5750.1%FinanceYUMYum! Brands$327,083$8,181 ▼-2.4%2,0790.1%Retail/WholesaleIYYiShares Dow Jones U.S. ETF$324,383$324,383 ▲New Holding2,3830.1%ETFMMCMarsh & McLennan Companies$320,899$320,899 ▲New Holding1,3150.1%FinanceSCHDSchwab US Dividend Equity ETF$308,369$200,640 ▲186.2%11,0290.1%ETFEDConsolidated Edison$307,977$12,275 ▲4.2%2,7850.1%UtilitiesAZOAutoZone$297,397$297,397 ▲New Holding780.1%Retail/WholesaleCMCSAComcast$297,045$76,568 ▼-20.5%8,0500.1%Consumer DiscretionaryVTCVanguard Total Corporate Bond ETF$278,9000.0%3,6320.1%ETFSCHKSchwab 1000 Index ETF$277,693$808 ▲0.3%10,3150.1%ETFTFCTruist Financial$264,558$5,144 ▼-1.9%6,4290.1%FinanceWPCW. P. Carey$261,281$2,651 ▲1.0%4,1400.1%FinanceDHRDanaher$257,817$20,494 ▼-7.4%1,2580.1%MedicalMGKVanguard Mega Cap Growth ETF$251,3740.0%8140.1%ETFLOWLowe's Companies$248,232$51,793 ▼-17.3%1,0640.1%Retail/WholesaleTRVTravelers Companies$242,356$242,356 ▲New Holding9160.1%FinanceNSCNorfolk Southern$236,027$36,458 ▼-13.4%9970.1%TransportationMOAltria Group$235,302$235,302 ▲New Holding3,9200.1%Consumer StaplesMDLZMondelez International$231,091$9,160 ▼-3.8%3,4060.1%Consumer StaplesTXNTexas Instruments$225,539$16,174 ▲7.7%1,2550.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$214,4670.0%2,9200.1%ETFVYMVanguard High Dividend Yield ETF$209,870$209,870 ▲New Holding1,6270.1%ETFATOAtmos Energy$209,519$209,519 ▲New Holding1,3550.1%UtilitiesCBChubb$203,271$203,271 ▲New Holding6730.1%FinanceSOSouthern$202,514$202,514 ▲New Holding2,2020.1%UtilitiesIWYiShares Russell Top 200 Growth ETF$200,393$8,438 ▼-4.0%9500.1%ETFVTVVanguard Value ETF$142,700$142,700 ▲New Holding8260.1%ETFSCHFSchwab International Equity ETF$129,284$129,284 ▲New Holding6,5360.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$125,913$24,566 ▼-16.3%1,5120.0%ETFIWOiShares Russell 2000 Growth ETF$125,671$255 ▲0.2%4920.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$103,436$23,686 ▲29.7%3,8910.0%ETFVOEVanguard Mid-Cap Value ETF$67,748$28,897 ▲74.4%4220.0%ETFIJTiShares S&P Small-Cap 600 Growth ETF$64,338$124 ▲0.2%5170.0%ETFVBRVanguard Small-Cap Value ETF$58,857$58,857 ▲New Holding3160.0%ETFIWDiShares Russell 1000 Value ETF$49,9410.0%2650.0%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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