0001398344-20-021285.txt : 20201103 0001398344-20-021285.hdr.sgml : 20201103 20201103141412 ACCESSION NUMBER: 0001398344-20-021285 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201103 DATE AS OF CHANGE: 20201103 EFFECTIVENESS DATE: 20201103 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peachtree Investment Partners, LLC CENTRAL INDEX KEY: 0001743863 IRS NUMBER: 205947483 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19422 FILM NUMBER: 201283031 BUSINESS ADDRESS: STREET 1: 601 21ST STREET STREET 2: SUITE 300 CITY: VERO BEACH STATE: FL ZIP: 32960 BUSINESS PHONE: 404-478-3333 MAIL ADDRESS: STREET 1: 601 21ST STREET STREET 2: SUITE 300 CITY: VERO BEACH STATE: FL ZIP: 32960 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001743863 XXXXXXXX 09-30-2020 09-30-2020 false Peachtree Investment Partners, LLC

601 21ST STREET SUITE 300 VERO BEACH FL 32960

13F HOLDINGS REPORT 028-19422 N Garry K. Schaefer 404-478-3333 /s/ Garry K. Schaefer Atlanta GA 11-03-2020 0 75 145271 INFORMATION TABLE 2 fp0058590_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 2353 21622 SH SOLE 0 0 21622 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4744 20992 SH SOLE 0 0 20992 ADOBE SYSTEMS INCORPORATED COM 00724F101 2361 4815 SH SOLE 0 0 4815 AMAZON COM INC COM 023135106 4282 1360 SH SOLE 0 0 1360 APPLE INC COM 037833100 21100 182199 SH SOLE 0 0 182199 AUTOMATIC DATA PROCESSING IN COM 053015103 2195 15738 SH SOLE 0 0 15738 BLACKROCK INC COM 09247X101 291 516 SH SOLE 0 0 516 CSX CORP COM 126408103 481 6196 SH SOLE 0 0 6196 CINTAS CORP COM 172908105 369 1107 SH SOLE 0 0 1107 COCA COLA CO COM 191216100 621 12588 SH SOLE 0 0 12588 CONSOLIDATED EDISON INC COM 209115104 493 6333 SH SOLE 0 0 6333 COSTCO WHSL CORP NEW COM 22160K105 2997 8441 SH SOLE 0 0 8441 DANAHER CORPORATION COM 235851102 545 2532 SH SOLE 0 0 2532 DISNEY WALT CO COM DISNEY 254687106 691 5569 SH SOLE 0 0 5569 DUKE ENERGY CORP NEW COM NEW 26441C204 287 3244 SH SOLE 0 0 3244 FACEBOOK INC CL A 30303M102 288 1099 SH SOLE 0 0 1099 FIRST HORIZON NATL CORP COM 320517105 265 28118 SH SOLE 0 0 28118 GLOBAL PMTS INC COM 37940X102 3816 21489 SH SOLE 0 0 21489 HOME DEPOT INC COM 437076102 8966 32286 SH SOLE 0 0 32286 HONEYWELL INTL INC COM 438516106 378 2299 SH SOLE 0 0 2299 ISHARES TR S&P MC 400GR ETF 464287606 220 919 SH SOLE 0 0 919 ISHARES TR CORE US AGGBD ET 464287226 20 168 SH SOLE 0 0 168 ISHARES TR RUSSELL 2000 ETF 464287655 16 110 SH SOLE 0 0 110 ISHARES TR RUS 1000 VAL ETF 464287598 35 300 SH SOLE 0 0 300 ISHARES TR RUS MID CAP ETF 464287499 9 150 SH SOLE 0 0 150 ISHARES TR S&P 500 VAL ETF 464287408 8 71 SH SOLE 0 0 71 ISHARES TR S&P SML 600 GWT 464287887 71 404 SH SOLE 0 0 404 ISHARES TR RUS 1000 GRW ETF 464287614 380 1754 SH SOLE 0 0 1754 ISHARES TR RUS 2000 GRW ETF 464287648 191 860 SH SOLE 0 0 860 ISHARES TR RUS 1000 ETF 464287622 11 60 SH SOLE 0 0 60 ISHARES TR CORE S&P MCP ETF 464287507 699 3773 SH SOLE 0 0 3773 ISHARES TR U.S. TECH ETF 464287721 242 802 SH SOLE 0 0 802 JOHNSON & JOHNSON COM 478160104 1799 12085 SH SOLE 0 0 12085 JPMORGAN CHASE & CO COM 46625H100 1441 14973 SH SOLE 0 0 14973 L3HARRIS TECHNOLOGIES INC COM 502431109 519 3056 SH SOLE 0 0 3056 LILLY ELI & CO COM 532457108 681 4599 SH SOLE 0 0 4599 LOCKHEED MARTIN CORP COM 539830109 3533 9219 SH SOLE 0 0 9219 MASTERCARD INCORPORATED CL A 57636Q104 13270 39240 SH SOLE 0 0 39240 MCDONALDS CORP COM 580135101 1172 5338 SH SOLE 0 0 5338 MICROSOFT CORP COM 594918104 17578 83575 SH SOLE 0 0 83575 NIKE INC CL B 654106103 2125 16928 SH SOLE 0 0 16928 NORFOLK SOUTHN CORP COM 655844108 575 2689 SH SOLE 0 0 2689 NORTHROP GRUMMAN CORP COM 666807102 3239 10267 SH SOLE 0 0 10267 PAYPAL HLDGS INC COM 70450Y103 1865 9468 SH SOLE 0 0 9468 PEPSICO INC COM 713448108 477 3445 SH SOLE 0 0 3445 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 244 2397 SH SOLE 0 0 2397 PROCTER AND GAMBLE CO COM 742718109 740 5326 SH SOLE 0 0 5326 ROLLINS INC COM 775711104 1196 22069 SH SOLE 0 0 22069 ROSS STORES INC COM 778296103 1262 13524 SH SOLE 0 0 13524 PRICE T ROWE GROUP INC COM 74144T108 522 4075 SH SOLE 0 0 4075 S&P GLOBAL INC COM 78409V104 2593 7192 SH SOLE 0 0 7192 SALESFORCE COM INC COM 79466L302 232 925 SH SOLE 0 0 925 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 45 810 SH SOLE 0 0 810 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 17 298 SH SOLE 0 0 298 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 905 11364 SH SOLE 0 0 11364 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 211 2618 SH SOLE 0 0 2618 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 155 4694 SH SOLE 0 0 4694 STRYKER CORPORATION COM 863667101 1011 4851 SH SOLE 0 0 4851 TJX COS INC NEW COM 872540109 3334 59919 SH SOLE 0 0 59919 TEXAS INSTRS INC COM 882508104 678 4749 SH SOLE 0 0 4749 TIFFANY & CO NEW COM 886547108 232 2000 SH SOLE 0 0 2000 UNITEDHEALTH GROUP INC COM 91324P102 1076 3451 SH SOLE 0 0 3451 VANGUARD BD INDEX FDS INTERMED TERM 921937819 817 8744 SH SOLE 0 0 8744 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 34 305 SH SOLE 0 0 305 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 770 8041 SH SOLE 0 0 8041 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 9 44 SH SOLE 0 0 44 VANGUARD WORLD FDS INF TECH ETF 92204A702 506 1625 SH SOLE 0 0 1625 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1692 24011 SH SOLE 0 0 24011 VANGUARD WORLD FD MEGA GRWTH IND 921910816 412 2223 SH SOLE 0 0 2223 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1181 13393 SH SOLE 0 0 13393 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 2836 30773 SH SOLE 0 0 30773 VISA INC COM CL A 92826C839 12770 63861 SH SOLE 0 0 63861 WALMART INC COM 931142103 240 1718 SH SOLE 0 0 1718 YUM BRANDS INC COM 988498101 282 3085 SH SOLE 0 0 3085 ZOETIS INC CL A 98978V103 1563 9449 SH SOLE 0 0 9449