The Analysis of Peachtree Investment Partners, LLC's Holdings
Currently, Peachtree Investment Partners, LLC holds 128 types of securities in its portfolio with a total value $288.4M. In the most recent quarter, they have increased their positions in VOO (+8.5K shares, valued at $5.2M), SCHX (+128.6K shares, valued at $3.4M), SCHG (+88.6K shares, valued at $2.8M); decreased their positions in LLY (-1.3K shares, valued at $996.5K), MCK (-1.1K shares, valued at $832.8K), BRK.B (-1.6K shares, valued at $825.5K); initiated new positions in ORCL (+1.3K shares, valued at $365.6K), SSB (+3.6K shares, valued at $353.4K), CAT (+532 shares, valued at $253.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP71.9K shares-1.95%2025-09-302025-10-31
AAPL APPLE INC144.6K shares-2.12%2025-09-302025-10-31 VOO VANGUARD INDEX FDS30.3K shares38.78%2025-09-302025-10-31 LLY ELI LILLY & CO22.8K shares-5.41%2025-09-302025-10-31 V VISA INC48.5K shares-2.47%2025-09-302025-10-31 SCHG SCHWAB STRATEGIC TR440.5K shares25.18%2025-09-302025-10-31 HD HOME DEPOT INC31.8K shares4.74%2025-09-302025-10-31 COST COSTCO WHSL CORP NEW12.9K shares-3.60%2025-09-302025-10-31 MCK MCKESSON CORP13.1K shares-7.60%2025-09-302025-10-31 MA MASTERCARD INCORPORATED14.8K shares-0.46%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.23.0K shares2.88%2025-09-302025-10-31 TJX TJX COS INC NEW49.3K shares-1.03%2025-09-302025-10-31 NVDA NVIDIA CORPORATION38.0K shares14.09%2025-09-302025-10-31 AMZN AMAZON COM INC31.8K shares5.46%2025-09-302025-10-31 SCHX SCHWAB STRATEGIC TR257.7K shares99.67%2025-09-302025-10-31 PLTR PALANTIR TECHNOLOGIES INC23.9K shares16.99%2025-09-302025-10-31 ADP AUTOMATIC DATA PROCESSING IN14.4K shares-5.21%2025-09-302025-10-31 COR CENCORA INC11.0K shares-7.07%2025-09-302025-10-31 NOC NORTHROP GRUMMAN CORP4.9K shares-1.50%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL5.4K shares-23.37%2025-09-302025-10-31 GOOGL ALPHABET INC10.4K shares66.12%2025-09-302025-10-31 AVGO BROADCOM INC7.0K shares89.25%2025-09-302025-10-31 META META PLATFORMS INC3.0K shares30.32%2025-09-302025-10-31 ACN ACCENTURE PLC IRELAND8.7K shares-17.76%2025-09-302025-10-31 VGT VANGUARD WORLD FD2.8K shares0.04%2025-09-302025-10-31 GOOG ALPHABET INC8.1K shares62.09%2025-09-302025-10-31 SCHB SCHWAB STRATEGIC TR72.8K shares-0.18%2025-09-302025-10-31 ABT ABBOTT LABS13.6K shares-4.25%2025-09-302025-10-31 SYK STRYKER CORPORATION4.3K shares-1.77%2025-09-302025-10-31 JNJ JOHNSON & JOHNSON7.5K shares-4.58%2025-09-302025-10-31 MCD MCDONALDS CORP4.0K shares-10.77%2025-09-302025-10-31 SPMO INVESCO EXCH TRADED FD TR II9.6K shares0.84%2025-09-302025-10-31 IVV ISHARES TR1.6K shares85.16%2025-09-302025-10-31 ROST ROSS STORES INC6.5K shares-2.12%2025-09-302025-10-31 PG PROCTER AND GAMBLE CO6.3K shares-5.95%2025-09-302025-10-31 MNST MONSTER BEVERAGE CORP NEW14.1K shares0.00%2025-09-302025-10-31 GE GE AEROSPACE2.7K shares39.00%2025-09-302025-10-31 ROL ROLLINS INC13.6K shares-14.71%2025-09-302025-10-31 RSG REPUBLIC SVCS INC3.4K shares-29.16%2025-09-302025-10-31 KO COCA COLA CO11.6K shares-0.81%2025-09-302025-10-31 IWF ISHARES TR1.6K shares11.65%2025-09-302025-10-31 NKE NIKE INC9.8K shares-2.64%2025-09-302025-10-31 MAR MARRIOTT INTL INC NEW2.6K shares-2.56%2025-09-302025-10-31 LHX L3HARRIS TECHNOLOGIES INC2.1K shares1.48%2025-09-302025-10-31 WM WASTE MGMT INC DEL2.8K shares-33.58%2025-09-302025-10-31 COF CAPITAL ONE FINL CORP2.8K shares0.00%2025-09-302025-10-31 IJH ISHARES TR8.9K shares-1.29%2025-09-302025-10-31 WMT WALMART INC5.5K shares17.42%2025-09-302025-10-31 TSLA TESLA INC1.3K shares0.00%2025-09-302025-10-31 NFLX NETFLIX INC434 shares-12.15%2025-09-302025-10-31 IBM INTERNATIONAL BUSINESS MACHS1.8K shares-46.65%2025-09-302025-10-31 QQQM INVESCO EXCH TRADED FD TR II2.0K shares0.00%2025-09-302025-10-31 CTAS CINTAS CORP2.4K shares-1.73%2025-09-302025-10-31 XOM EXXON MOBIL CORP4.1K shares-2.07%2025-09-302025-10-31 ABBV ABBVIE INC2.0K shares-10.59%2025-09-302025-10-31 GS GOLDMAN SACHS GROUP INC565 shares33.25%2025-09-302025-10-31 AZO AUTOZONE INC103 shares1.98%2025-09-302025-10-31 T AT&T INC15.2K shares-2.87%2025-09-302025-10-31 PEP PEPSICO INC3.0K shares-14.16%2025-09-302025-10-31 IYY ISHARES TR2.4K shares0.25%2025-09-302025-10-31 FHN FIRST HORIZON CORPORATION17.2K shares-31.33%2025-09-302025-10-31 ETN EATON CORP PLC1.0K shares-8.87%2025-09-302025-10-31 AXP AMERICAN EXPRESS CO1.1K shares-0.35%2025-09-302025-10-31 ORCL ORACLE CORP1.3K sharesnew addition2025-09-302025-10-31 SSB SOUTHSTATE BK CORP3.6K sharesnew addition2025-09-302025-10-31 DUK DUKE ENERGY CORP NEW2.8K shares0.07%2025-09-302025-10-31 HON HONEYWELL INTL INC1.6K shares-0.06%2025-09-302025-10-31 LMT LOCKHEED MARTIN CORP661 shares-9.58%2025-09-302025-10-31 MGK VANGUARD WORLD FD814 shares0.00%2025-09-302025-10-31 ICE INTERCONTINENTAL EXCHANGE IN1.9K shares22.91%2025-09-302025-10-31 VTI VANGUARD INDEX FDS951 shares-69.40%2025-09-302025-10-31 MRK MERCK & CO INC3.6K shares-9.02%2025-09-302025-10-31 NSC NORFOLK SOUTHN CORP1.0K shares0.40%2025-09-302025-10-31 WPC WP CAREY INC4.2K shares0.93%2025-09-302025-10-31 VTC VANGUARD SCOTTSDALE FDS3.6K shares0.00%2025-09-302025-10-31 MO ALTRIA GROUP INC4.3K shares-15.29%2025-09-302025-10-31 TFC TRUIST FINL CORP6.1K shares-2.24%2025-09-302025-10-31 SCHD SCHWAB STRATEGIC TR10.1K shares0.90%2025-09-302025-10-31 IYW ISHARES TR1.4K shares0.00%2025-09-302025-10-31 ED CONSOLIDATED EDISON INC2.7K shares-0.59%2025-09-302025-10-31 YUM YUM BRANDS INC1.8K shares-10.52%2025-09-302025-10-31 IWY ISHARES TR950 shares0.00%2025-09-302025-10-31 CMCSA COMCAST CORP NEW8.2K shares0.91%2025-09-302025-10-31 LOW LOWES COS INC1.0K shares0.39%2025-09-302025-10-31 CAT CATERPILLAR INC532 sharesnew addition2025-09-302025-10-31 DHR DANAHER CORPORATION1.2K shares-1.99%2025-09-302025-10-31 VYM VANGUARD WHITEHALL FDS1.6K shares0.37%2025-09-302025-10-31 TXN TEXAS INSTRS INC1.2K shares0.57%2025-09-302025-10-31 TRV TRAVELERS COMPANIES INC807 shares-27.75%2025-09-302025-10-31 CB CHUBB LIMITED787 shares-55.23%2025-09-302025-10-31 BND VANGUARD BD INDEX FDS2.9K shares-6.11%2025-09-302025-10-31 ATO ATMOS ENERGY CORP1.3K shares-7.10%2025-09-302025-10-31 WFC WELLS FARGO CO NEW2.5K shares0.00%2025-09-302025-10-31 MDLZ MONDELEZ INTL INC3.3K shares-3.77%2025-09-302025-10-31 PH PARKER-HANNIFIN CORP269 sharesnew addition2025-09-302025-10-31 SCHK SCHWAB STRATEGIC TR5.2K shares0.27%2025-09-302025-10-31 IWO ISHARES TR491 shares-0.20%2025-09-302025-10-31 SCHF SCHWAB STRATEGIC TR6.6K shares0.00%2025-09-302025-10-31 IJK ISHARES TR1.5K shares0.07%2025-09-302025-10-31 VTV VANGUARD INDEX FDS428 shares0.47%2025-09-302025-10-31 VOE VANGUARD INDEX FDS423 shares0.24%2025-09-302025-10-31 IJT ISHARES TR519 shares0.19%2025-09-302025-10-31 VBR VANGUARD INDEX FDS317 shares0.32%2025-09-302025-10-31 IUSG ISHARES TR306 shares0.00%2025-09-302025-10-31 IWD ISHARES TR241 shares-9.40%2025-09-302025-10-31 VONG VANGUARD SCOTTSDALE FDS363 sharesnew addition2025-09-302025-10-31 IWM ISHARES TR167 shares0.60%2025-09-302025-10-31 IWB ISHARES TR105 shares0.00%2025-09-302025-10-31 IWS ISHARES TR193 shares0.52%2025-09-302025-10-31 VUG VANGUARD INDEX FDS50 shares0.00%2025-09-302025-10-31 VB VANGUARD INDEX FDS92 shares2.22%2025-09-302025-10-31 SCHR SCHWAB STRATEGIC TR700 shares0.00%2025-09-302025-10-31 SCHZ SCHWAB STRATEGIC TR650 shares0.00%2025-09-302025-10-31 IVE ISHARES TR58 shares0.00%2025-09-302025-10-31 IWN ISHARES TR68 shares0.00%2025-09-302025-10-31 SCHV SCHWAB STRATEGIC TR396 shares0.51%2025-09-302025-10-31 BSV VANGUARD BD INDEX FDS141 shares3.68%2025-09-302025-10-31 VHT VANGUARD WORLD FD41 shares0.00%2025-09-302025-10-31 BNDW VANGUARD SCOTTSDALE FDS148 shares3.50%2025-09-302025-10-31 VPU VANGUARD WORLD FD50 shares-37.50%2025-09-302025-10-31 SCYB SCHWAB STRATEGIC TR336 shares1.82%2025-09-302025-10-31 IJR ISHARES TR67 shares0.00%2025-09-302025-10-31 SCHM SCHWAB STRATEGIC TR219 shares0.00%2025-09-302025-10-31 VFH VANGUARD WORLD FD44 shares0.00%2025-09-302025-10-31 FNDX SCHWAB STRATEGIC TR87 shares0.00%2025-09-302025-10-31 FNDE SCHWAB STRATEGIC TR44 shares0.00%2025-09-302025-10-31 FNDA SCHWAB STRATEGIC TR46 shares0.00%2025-09-302025-10-31 SCHH SCHWAB STRATEGIC TR15 shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available