Peachtree Investment Partners, LLC — Q3 2025 13F Holdings

Name: Peachtree Investment Partners, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001743863

Total reported value

$262.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	12.91%	-2.10%	-1.95%
2	AAPL	Apple INC	Stock-Tech	12.77%	+0.61%	-2.12%
3	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.44%	-0.38%	+38.78%
4	LLY	Eli Lilly & Co	Stock-Healthcare	6.04%	-0.46%	-5.41%
5	V	Visa Inc-class A Shares	Stock-Financials	5.74%	-0.43%	-2.47%
6	SCHG	Schwab US Large-cap Growth	ETF-Other	4.87%	-1.86%	+25.18%
7	HD	Home Depot INC	Stock-Consumer Disc	4.47%	+0.18%	+4.74%
8	COST	Costco Wholesale CORP	Stock-Consumer Staples	4.14%	+0.91%	-3.60%
9	MCK	Mckesson CORP	Stock-Healthcare	3.51%	+0.64%	-7.60%
10	MA	Mastercard INC - A	Stock-Financials	2.92%	-0.19%	-0.46%
11	JPM	Jpmorgan Chase & Co	Stock-Financials	2.51%	+0.03%	+2.88%
12	TJX	Tjx Companies INC	Stock-Consumer Disc	2.47%	—	-1.03%
13	NVDA	Nvidia CORP	Stock-Tech	2.46%	+0.19%	+14.09%
14	AMZN	Amazon.com INC	Stock-Consumer Disc	2.42%	-0.14%	+5.46%
15	SCHX	Schwab US Large-cap ETF	ETF-Other	2.35%	-1.92%	+99.67%
16	PLTR	Palantir Technologies Inc-a	Stock-Tech	1.51%	-0.57%	+16.99%
17	ADP	Automatic Data Processing	Stock-Tech	1.46%	-0.16%	-5.21%
18	COR	Cencora INC	Stock-Healthcare	1.19%	+0.06%	-7.07%
19	NOC	Northrop Grumman CORP	Stock-Industrials	1.04%	+0.41%	-1.50%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.94%	+0.02%	-23.37%
21	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.88%	+0.01%	+66.12%
22	AVGO	Broadcom INC	Stock-Tech	0.80%	-0.15%	+89.25%
23	META	Meta Platforms Inc-class A	Stock-Comm Services	0.76%	-0.16%	+30.32%
24	ACN	Accenture plc	Stock-Tech	0.74%	-0.12%	-17.76%
25	VGT	Vanguard Info Tech ETF	ETF-Tech	0.72%	—	+0.04%
26	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.68%	—	+62.09%
27	SCHB	Schwab US Broad Market ETF	ETF-Other	0.65%	+0.45%	-0.18%
28	ABT	Abbott Laboratories	Stock-Healthcare	0.63%	-0.05%	-4.25%
29	SYK	Stryker CORP	Stock-Healthcare	0.55%	—	-1.77%
30	JNJ	Johnson & Johnson	Stock-Healthcare	0.48%	+0.30%	-4.58%
31	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.42%	—	-10.77%
32	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.40%	—	+0.84%
33	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.38%	—	+85.16%
34	ROST	Ross Stores INC	Stock-Consumer Disc	0.34%	+0.20%	-2.12%
35	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.33%	—	-5.95%
36	MNST	Monster Beverage CORP	Stock-Consumer Staples	0.33%	-0.36%	EXIT
37	GE	General Electric	Stock-Industrials	0.28%	—	+39.00%
38	ROL	Rollins INC	Stock-Consumer Disc	0.28%	-0.10%	-14.71%
39	RSG	Republic Services INC	Stock-Industrials	0.27%	-0.07%	EXIT
40	KO	Coca-cola Co/the	Stock-Consumer Staples	0.27%	—	-0.81%
41	IWF	Ishares Russell 1000 Growth	ETF-Other	0.26%	—	+11.65%
42	NKE	Nike INC -cl B	Stock-Consumer Disc	0.24%	—	-2.64%
43	MAR	Marriott International -cl A	Stock-Consumer Disc	0.23%	—	-2.56%
44	LHX	L3harris Technologies INC	Stock-Industrials	0.22%	+0.18%	+1.48%
45	WM	Waste Management INC	Stock-Industrials	0.22%	—	-33.58%
46	COF	Capital One Financial CORP	Stock-Financials	0.21%	-0.08%	—
47	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.20%	—	-1.29%
48	WMT	Walmart INC	Stock-Consumer Staples	0.20%	—	+17.42%
49	TSLA	Tesla INC	Stock-Consumer Disc	0.20%	—	—
50	NFLX	Netflix INC	Stock-Comm Services	0.18%	—	-12.15%

1–50 of 128

Holding changes this quarter

Position changes disclosed by Peachtree Investment Partners, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHX	Schwab US Large-cap ETF	+1.7%	+99.67%	Add
2	VOO	Vanguard S&p 500 ETF	+1.6%	+38.78%	Add
3	NVDA	Nvidia CORP	+1.4%	+14.09%	Add
4	MSFT	Microsoft CORP	+1.3%	-1.95%	Trim
5	PLTR	Palantir Technologies Inc-a	+1.1%	+16.99%	Add
6	GOOGL	Alphabet Inc-cl A	+0.6%	+66.12%	Add
7	SCHG	Schwab US Large-cap Growth	+0.6%	+25.18%	Add
8	JPM	Jpmorgan Chase & Co	+0.6%	+2.88%	Add
9	GOOG	Alphabet Inc-cl C	+0.5%	+62.09%	Add
10	META	Meta Platforms Inc-class A	+0.4%	+30.32%	Add
11	MNST	Monster Beverage CORP	+0.1%	—	Add
12	TSLA	Tesla INC	+0.1%	—	Trim
13	SCHB	Schwab US Broad Market ETF	+0.1%	-0.18%	Add
14	WM	Waste Management INC	+0.1%	-33.58%	Add
15	IWF	Ishares Russell 1000 Growth	+0.1%	+11.65%	Add
16	TJX	Tjx Companies INC	0%	-1.03%	Trim
17	COR	Cencora INC	0%	-7.07%	Add
18	AMZN	Amazon.com INC	0%	+5.46%	Trim
19	NOC	Northrop Grumman CORP	0%	-1.50%	Trim
20	HD	Home Depot INC	-0.1%	+4.74%	Add
21	PG	Procter & Gamble Co/the	-0.1%	-5.95%	Trim
22	MA	Mastercard INC - A	-0.2%	-0.46%	Add
23	MCK	Mckesson CORP	-0.2%	-7.60%	Trim
24	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-69.40%	Trim
25	ADP	Automatic Data Processing	-0.4%	-5.21%	Trim
26	BRK-B	Berkshire Hathaway Inc-cl B	-0.6%	-23.37%	Trim
27	ACN	Accenture plc	-0.7%	-17.76%	Trim
28	AAPL	Apple INC	-0.8%	-2.12%	Trim
29	COST	Costco Wholesale CORP	-1%	-3.60%	Trim
30	V	Visa Inc-class A Shares	-1.2%	-2.47%	Trim
31	LLY	Eli Lilly & Co	-2.1%	-5.41%	Trim
32	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
33	VFMV	Vanguard US Minimum Volatili	—	EXIT	Sold out
34	AVGO	Broadcom INC	—	NEW	New buy
35	SPMO	Invesco S&p 500 Momentum ETF	—	NEW	New buy
36	UNH	Unitedhealth Group INC	—	EXIT	Sold out
37	GE	General Electric	—	NEW	New buy
38	COF	Capital One Financial CORP	—	NEW	New buy
39	NFLX	Netflix INC	—	NEW	New buy
40	GS	Goldman Sachs Group INC	—	NEW	New buy
41	DFSEUR	Discover Financial Services	—	EXIT	Sold out
42	ORCL	Oracle CORP	—	NEW	New buy
43	SSB	Southstate Bank CORP	—	NEW	New buy
44	SSBUSD	Southstate Bank CORP	—	EXIT	Sold out
45	MRSH	Marsh & Mclennan Cos	—	EXIT	Sold out
46	ICE	Intercontinental Exchange In	—	NEW	New buy
47	CAT	Caterpillar INC	—	NEW	New buy
48	WFC	Wells Fargo & Co	—	NEW	New buy
49	PH	Parker Hannifin CORP	—	NEW	New buy
50	SO	Southern Co/the	—	EXIT	Sold out