0001398344-23-003287.txt : 20230214 0001398344-23-003287.hdr.sgml : 20230214 20230214134626 ACCESSION NUMBER: 0001398344-23-003287 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23626671 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 X0202 13F-HR LIVE false false false 0001743863 XXXXXXXX 12-31-2022 12-31-2022 false Peachtree Investment Partners, LLC

601 21ST STREET SUITE 300 VERO BEACH FL 32960

13F HOLDINGS REPORT 028-19422 000142839 801-112764 N Garry K. Schaefer 404-478-3333 /s/ Garry K. Schaefer Atlanta GA 02-14-2023 0 97 163814296 INFORMATION TABLE 2 fp0082126-1_13fhr-table.xml ABBOTT LABS COM 002824100 2628312 23939 SH SOLE 0 0 23939 ABBVIE INC COM 00287Y109 1076850 6663 SH SOLE 0 0 6663 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5982871 22421 SH SOLE 0 0 22421 ALPHABET INC CAP STK CL A 02079K305 67055 760 SH SOLE 0 0 760 ALPHABET INC CAP STK CL C 02079K107 137249 1547 SH SOLE 0 0 1547 AMAZON COM INC COM 023135106 853613 10162 SH SOLE 0 0 10162 AMERISOURCEBERGEN CORP COM 03073E105 424931 2564 SH SOLE 0 0 2564 APPLE INC COM 037833100 21059624 162084 SH SOLE 0 0 162084 AUTOMATIC DATA PROCESSING IN COM 053015103 4980115 20850 SH SOLE 0 0 20850 AVERY DENNISON CORP COM 053611109 317112 1752 SH SOLE 0 0 1752 BLACKROCK INC COM 09247X101 365256 515 SH SOLE 0 0 515 BRISTOL-MYERS SQUIBB CO COM 110122108 619853 8615 SH SOLE 0 0 8615 CSX CORP COM 126408103 497857 16070 SH SOLE 0 0 16070 CHEVRON CORP NEW COM 166764100 597568 3329 SH SOLE 0 0 3329 CIGNA CORP NEW COM 125523100 939111 2834 SH SOLE 0 0 2834 CINTAS CORP COM 172908105 366011 810 SH SOLE 0 0 810 COCA COLA CO COM 191216100 801032 12593 SH SOLE 0 0 12593 COMCAST CORP NEW CL A 20030N101 422088 12070 SH SOLE 0 0 12070 CONOCOPHILLIPS COM 20825C104 293470 2487 SH SOLE 0 0 2487 CONSOLIDATED EDISON INC COM 209115104 575160 6035 SH SOLE 0 0 6035 COSTCO WHSL CORP NEW COM 22160K105 6002172 13148 SH SOLE 0 0 13148 DANAHER CORPORATION COM 235851102 1300176 4899 SH SOLE 0 0 4899 DISCOVER FINL SVCS COM 254709108 244575 2500 SH SOLE 0 0 2500 DUKE ENERGY CORP NEW COM NEW 26441C204 333992 3243 SH SOLE 0 0 3243 ELEVANCE HEALTH INC COM 036752103 1573069 3067 SH SOLE 0 0 3067 EXXON MOBIL CORP COM 30231G102 504953 4578 SH SOLE 0 0 4578 FIRST HORIZON CORPORATION COM 320517105 688891 28118 SH SOLE 0 0 28118 FLOWERS FOODS INC COM 343498101 281701 9802 SH SOLE 0 0 9802 GENERAL MLS INC COM 370334104 530551 6327 SH SOLE 0 0 6327 GENUINE PARTS CO COM 372460105 2015588 11617 SH SOLE 0 0 11617 HERSHEY CO COM 427866108 2899231 12520 SH SOLE 0 0 12520 HOME DEPOT INC COM 437076102 11405904 36111 SH SOLE 0 0 36111 HONEYWELL INTL INC COM 438516106 552486 2578 SH SOLE 0 0 2578 ISHARES TR S&P MC 400GR ETF 464287606 159092 2329 SH SOLE 0 0 2329 ISHARES TR RUSSELL 2000 ETF 464287655 19180 110 SH SOLE 0 0 110 ISHARES TR RUS 1000 VAL ETF 464287598 15923 105 SH SOLE 0 0 105 ISHARES TR S&P 500 VAL ETF 464287408 8096 56 SH SOLE 0 0 56 ISHARES TR S&P SML 600 GWT 464287887 54527 505 SH SOLE 0 0 505 ISHARES TR RUS 1000 GRW ETF 464287614 273156 1275 SH SOLE 0 0 1275 ISHARES TR RUS 2000 GRW ETF 464287648 184647 861 SH SOLE 0 0 861 ISHARES TR RUS 1000 ETF 464287622 12631 60 SH SOLE 0 0 60 ISHARES TR CORE S&P MCP ETF 464287507 645003 2667 SH SOLE 0 0 2667 ISHARES TR U.S. TECH ETF 464287721 97329 1307 SH SOLE 0 0 1307 JOHNSON & JOHNSON COM 478160104 2476873 14021 SH SOLE 0 0 14021 JPMORGAN CHASE & CO COM 46625H100 2459946 18344 SH SOLE 0 0 18344 L3HARRIS TECHNOLOGIES INC COM 502431109 836552 4018 SH SOLE 0 0 4018 LILLY ELI & CO COM 532457108 6513199 17803 SH SOLE 0 0 17803 LIVE OAK BANCSHARES INC COM 53803X105 227122 7521 SH SOLE 0 0 7521 LOCKHEED MARTIN CORP COM 539830109 663863 1365 SH SOLE 0 0 1365 LOWES COS INC COM 548661107 650519 3265 SH SOLE 0 0 3265 MASTERCARD INCORPORATED CL A 57636Q104 5407359 15550 SH SOLE 0 0 15550 MCDONALDS CORP COM 580135101 1945619 7383 SH SOLE 0 0 7383 MCKESSON CORP COM 58155Q103 4653042 12404 SH SOLE 0 0 12404 MERCK & CO INC COM 58933Y105 1484976 13384 SH SOLE 0 0 13384 MICROSOFT CORP COM 594918104 16745738 69826 SH SOLE 0 0 69826 MONDELEZ INTL INC CL A 609207105 220959 3315 SH SOLE 0 0 3315 NIKE INC CL B 654106103 2068808 17681 SH SOLE 0 0 17681 NORFOLK SOUTHN CORP COM 655844108 670562 2721 SH SOLE 0 0 2721 NORTHROP GRUMMAN CORP COM 666807102 5944591 10895 SH SOLE 0 0 10895 NOVO-NORDISK A S ADR 670100205 402095 2971 SH SOLE 0 0 2971 PEPSICO INC COM 713448108 2006459 11106 SH SOLE 0 0 11106 PFIZER INC COM 717081103 285105 5564 SH SOLE 0 0 5564 PROCTER AND GAMBLE CO COM 742718109 1237962 8168 SH SOLE 0 0 8168 ROLLINS INC COM 775711104 618855 16936 SH SOLE 0 0 16936 ROSS STORES INC COM 778296103 1091423 9403 SH SOLE 0 0 9403 PRICE T ROWE GROUP INC COM 74144T108 433418 3974 SH SOLE 0 0 3974 SPDR S&P 500 ETF TR TR UNIT 78462F103 385545 1008 SH SOLE 0 0 1008 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 34461 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 29673 650 SH SOLE 0 0 650 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 60340 799 SH SOLE 0 0 799 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4622 70 SH SOLE 0 0 70 SCHLUMBERGER LTD COM STK 806857108 257250 4812 SH SOLE 0 0 4812 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1039402 23196 SH SOLE 0 0 23196 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 195435 4329 SH SOLE 0 0 4329 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2964455 53356 SH SOLE 0 0 53356 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 192445 5211 SH SOLE 0 0 5211 SCHWAB STRATEGIC TR US TIPS ETF 808524870 11705 226 SH SOLE 0 0 226 SOUTHSTATE CORPORATION COM 840441109 271002 3549 SH SOLE 0 0 3549 STRYKER CORPORATION COM 863667101 1058207 4328 SH SOLE 0 0 4328 TJX COS INC NEW COM 872540109 4616430 57995 SH SOLE 0 0 57995 TEXAS INSTRS INC COM 882508104 671621 4065 SH SOLE 0 0 4065 TRAVELERS COMPANIES INC COM 89417E109 326213 1740 SH SOLE 0 0 1740 TRUIST FINL CORP COM 89832Q109 357063 8298 SH SOLE 0 0 8298 UNILEVER PLC SPON ADR NEW 904767704 453853 9014 SH SOLE 0 0 9014 UNITEDHEALTH GROUP INC COM 91324P102 4308369 8126 SH SOLE 0 0 8126 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 502970 1366 SH SOLE 0 0 1366 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 26757 198 SH SOLE 0 0 198 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 540627 107 SH SOLE 0 0 107 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7137 94 SH SOLE 0 0 94 VANGUARD INDEX FDS SMALL CP ETF 922908751 13447 68 SH SOLE 0 0 68 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 218743 2920 SH SOLE 0 0 2920 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 269567 3632 SH SOLE 0 0 3632 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1140393 3020 SH SOLE 0 0 3020 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 6478 94 SH SOLE 0 0 94 VISA INC COM CL A 92826C839 11366076 54708 SH SOLE 0 0 54708 WASTE MGMT INC DEL COM 94106L109 271430 1730 SH SOLE 0 0 1730 YUM BRANDS INC COM 988498101 359524 2807 SH SOLE 0 0 2807