Peachtree Investment Partners, LLC

13F filer, CIK 1743863, INDIAN RIVER SHORES,, FL

Peachtree Investment Partners, LLC reported $265,885,424 across 113 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 68.79% of the portfolio.

Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001398344-24-020421

Period: 2024-09-30
Reported value: $266M
Holdings: 113
Top 10 weight: 68.79%
New: 18
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHGadded	+9,051	$943K
CTASadded	+2,720	$560K
IBMnew	+2,501	$553K
FICOnew	+192	$373K
RSGnew	+1,403	$282K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MSFTreduced	-1,654	-$712K
NVOreduced	-5,377	-$640K
ADPreduced	-943	-$261K
SPYreduced	-399	-$229K
VOOreduced	-419	-$221K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001398344-24-020421, largest first. % of portfolio is the value over $265,885,424, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	161,447	$37.6M	14.15%	-183	Timeline
MSFTMICROSOFT CORP	86,095	$37M	13.93%	-1,654	Timeline
LLYELI LILLY & CO	27,611	$24.5M	9.2%	-197	Timeline
VOOVANGUARD INDEX FDS	29,074	$15.3M	5.77%	-419	Timeline
VVISA INC	50,119	$13.8M	5.18%	-249	Timeline
SCHGSCHWAB STRATEGIC TR	131,818	$13.7M	5.16%	+9,051	Timeline
HDHOME DEPOT INC	33,462	$13.6M	5.1%	+50	Timeline
COSTCOSTCO WHOLESALE CORPORATION	14,956	$13.3M	4.99%	-98	Timeline
MCKMCKESSON CORP	14,361	$7.1M	2.67%	-341	Timeline
MAMASTERCARD INCORPORATED	14,172	$7M	2.63%	+19	Timeline
TJXTJX COS INC NEW	52,805	$6.21M	2.33%	+1,092	Timeline
AMZNAMAZON COM INC	31,203	$5.81M	2.19%	+188	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	8,024	$4.6M	1.73%	-399	Timeline
JPMJPMORGAN CHASE & CO	20,137	$4.25M	1.6%	-343	Timeline
ACNACCENTURE PLC IRELAND	11,972	$4.23M	1.59%	-505	Timeline
ADPAUTOMATIC DATA PROCESSING IN	14,229	$3.94M	1.48%	-943	Timeline
NOCNORTHROP GRUMMAN CORP	6,180	$3.26M	1.23%	+22	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	6,752	$3.11M	1.17%	+320	Timeline
NVDANVIDIA CORPORATION	24,708	$3M	1.13%	-1,293	Timeline
VGTVANGUARD WORLD FD	4,902	$2.88M	1.08%	+310	Timeline
CORCENCORA INC	10,711	$2.41M	0.91%	-888	Timeline
SYKSTRYKER CORPORATION	5,026	$1.82M	0.68%	-208	Timeline
ABTABBOTT LABORATORIES	15,012	$1.71M	0.64%	-995	Timeline
JNJJOHNSON & JOHNSON	9,698	$1.57M	0.59%	-156	Timeline
MCDMCDONALDS CORP	5,148	$1.57M	0.59%	-414	Timeline
SCHXSCHWAB STRATEGIC TR	21,526	$1.46M	0.55%	+503	Timeline
SCHBSCHWAB STRATEGIC TR	21,168	$1.41M	0.53%	+71	Timeline
UNHUNITEDHEALTH GROUP INC	2,194	$1.28M	0.48%	-110	Timeline
PGPROCTER & GAMBLE CO	7,280	$1.26M	0.47%	-236	Timeline
ROSTROSS STORES INC	7,113	$1.07M	0.4%	+658	Timeline
IVVISHARES TR	1,843	$1.06M	0.4%	+4	Timeline
NKENIKE INC	12,012	$1.06M	0.4%	-1,200	Timeline
METAMETA PLATFORMS INC	1,803	$1.03M	0.39%	+159	Timeline
PEPPEPSICO INC	5,992	$1.02M	0.38%	-1,171	Timeline
VTIVANGUARD INDEX FDS	2,943	$833K	0.31%	+21	Timeline
KOCOCA COLA CO	11,032	$793K	0.3%	-920	Timeline
CTASCINTAS CORP	3,816	$786K	0.3%	+2,720	Timeline
GOOGLALPHABET INC	4,452	$738K	0.28%	+861	Timeline
MARMARRIOTT INTL INC NEW	2,854	$710K	0.27%	-154	Timeline
ETNEATON CORP PLC	1,948	$646K	0.24%	-30	Timeline
LMTLOCKHEED MARTIN CORP	1,040	$608K	0.23%	+224	Timeline
LHXL3HARRIS TECHNOLOGIES INC	2,549	$606K	0.23%	-13	Timeline
ROLROLLINS INC	11,837	$599K	0.23%	+34	Timeline
IJHISHARES TR	9,334	$582K	0.22%	-1,926	Timeline
NVONOVO-NORDISK A S	4,802	$572K	0.22%	-5,377	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,501	$553K	0.21%	new	Timeline
MNSTMONSTER BEVERAGE CORP NEW	10,486	$547K	0.21%	0	Timeline
GOOGALPHABET INC	3,269	$547K	0.21%	-38	Timeline
XOMEXXON MOBIL CORP	4,662	$546K	0.21%	-695	Timeline
IWFISHARES TR	1,424	$535K	0.2%	+2	Timeline
FHNFIRST HORIZON CORPORATION	29,893	$464K	0.17%	0	Timeline
HONHONEYWELL INTL INC	2,186	$452K	0.17%	-196	Timeline
IYWISHARES TR	2,838	$430K	0.16%	-518	Timeline
CMCSACOMCAST CORP NEW	10,050	$420K	0.16%	-50	Timeline
MRKMERCK & CO INC	3,629	$412K	0.15%	-241	Timeline
QQQMINVESCO EXCH TRADED FD TR II	2,000	$402K	0.15%	0	Timeline
AXPAMERICAN EXPRESS CO	1,409	$382K	0.14%	+516	Timeline
DHRDANAHER CORP DEL	1,358	$377K	0.14%	+1	Timeline
FICOFAIR ISAAC CORP	192	$373K	0.14%	new	Timeline
DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES	2,520	$353K	0.13%	0
SOUTHSTATE BANK CORPSOUTHSTATE BANK CORP	3,575	$347K	0.13%	0
LOWLOWES COS INC	1,244	$337K	0.13%	-106	Timeline
DUKDUKE ENERGY CORP NEW	2,687	$310K	0.12%	+56	Timeline
YUMYUM BRANDS INC	2,169	$303K	0.11%	-227	Timeline
NSCNORFOLK SOUTHN CORP	1,183	$294K	0.11%	+5	Timeline
SCHKSCHWAB STRATEGIC TR	5,221	$289K	0.11%	+31	Timeline
VTCVANGUARD SCOTTSDALE FDS	3,632	$288K	0.11%	0	Timeline
TFCTRUIST FINL CORP	6,729	$288K	0.11%	-465	Timeline
RSGREPUBLIC SVCS INC	1,403	$282K	0.11%	new	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	455	$282K	0.11%	new	Timeline
EDCONSOLIDATED EDISON INC	2,662	$277K	0.1%	+11	Timeline
IWYISHARES TR	1,240	$273K	0.1%	new	Timeline
MDLZMONDELEZ INTL INC	3,625	$267K	0.1%	+19	Timeline
MGKVANGUARD WORLD FD	814	$262K	0.1%	0	Timeline
CBCHUBB LIMITED	906	$261K	0.1%	new	Timeline
WPCWP CAREY INC	4,061	$253K	0.1%	+39	Timeline
ELVELEVANCE HEALTH INC FORMERLY	478	$249K	0.09%	+1	Timeline
AMDADVANCED MICRO DEVICES INC	1,487	$244K	0.09%	+243	Timeline
ABBVABBVIE INC	1,228	$243K	0.09%	new	Timeline
TXNTEXAS INSTRS INC	1,160	$240K	0.09%	+6	Timeline
PHPARKER-HANNIFIN CORP	370	$234K	0.09%	-50	Timeline
BNDVANGUARD BD INDEX FDS	3,087	$232K	0.09%	+7	Timeline
AMGNAMGEN INC	642	$207K	0.08%	new	Timeline
PGRPROGRESSIVE CORP	815	$207K	0.08%	new	Timeline
AVGOBROADCOM INC	1,176	$203K	0.08%	new	Timeline
IJKISHARES TR	1,805	$166K	0.06%	+78	Timeline
IWOISHARES TR	490	$139K	0.05%	+1	Timeline
SCHDSCHWAB STRATEGIC TR	1,395	$118K	0.04%	+165	Timeline
VPUVANGUARD WORLD FD	610	$106K	0.04%	new	Timeline
SCHVSCHWAB STRATEGIC TR	1,000	$80.4K	0.03%	new	Timeline
IJTISHARES TR	514	$71.8K	0.03%	+2	Timeline
IWDISHARES TR	265	$50.3K	0.02%	+70	Timeline
VOEVANGUARD INDEX FDS	242	$40.6K	0.02%	+44	Timeline
IWMISHARES TR	165	$36.5K	0.01%	+53	Timeline
SCHRSCHWAB STRATEGIC TR	700	$35.4K	0.01%	0	Timeline
IWBISHARES TR	104	$32.8K	0.01%	0	Timeline
SCHZSCHWAB STRATEGIC TR	650	$30.9K	0.01%	0	Timeline
VBVANGUARD INDEX FDS	84	$19.9K	0.01%	+2	Timeline
VISVANGUARD WORLD FD	50	$13K	<0.01%	0	Timeline
VUGVANGUARD INDEX FDS	32	$12.3K	<0.01%	0	Timeline
VHTVANGUARD WORLD FD	41	$11.5K	<0.01%	0	Timeline
IVEISHARES TR	57	$11.3K	<0.01%	0	Timeline
IWNISHARES TR	67	$11.2K	<0.01%	new	Timeline
BSVVANGUARD BD INDEX FDS	122	$9.61K	<0.01%	+4	Timeline
BNDWVANGUARD SCOTTSDALE FDS	127	$8.95K	<0.01%	+5	Timeline
IJRISHARES TR	67	$7.84K	<0.01%	-13	Timeline
SCHMSCHWAB STRATEGIC TR	72	$6.01K	<0.01%	0	Timeline
VFHVANGUARD WORLD FD	44	$4.84K	<0.01%	new	Timeline
IUSVISHARES TR	24	$2.29K	<0.01%	new	Timeline
IWPISHARES TR	19	$2.23K	<0.01%	0	Timeline
IUSGISHARES TR	15	$1.98K	<0.01%	new	Timeline
VTWOVANGUARD SCOTTSDALE FDS	8	$715	<0.01%	new	Timeline
VMBSVANGUARD SCOTTSDALE FDS	7	$330	<0.01%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
BABOEING CO	1,209	$220K	shares
AMLIFAMERICAN LITHIUM CORP COM NEW	10,000	$5.56K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001398344-24-020421	base		2024-11-12	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC