0001398344-23-020451.txt : 20231113 0001398344-23-020451.hdr.sgml : 20231113 20231113092443 ACCESSION NUMBER: 0001398344-23-020451 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231395783 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 09-30-2023 09-30-2023 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 11-09-2023 0 102 195897506 INFORMATION TABLE 2 fp0085798-1_13fhr-table.xml ABBOTT LABS COM 002824100 2002324 20674 SH SOLE 0 0 20674 ABBVIE INC COM 00287Y109 251239 1685 SH SOLE 0 0 1685 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6885253 22420 SH SOLE 0 0 22420 AIR PRODS & CHEMS INC COM 009158106 261578 923 SH SOLE 0 0 923 ALPHABET INC CAP STK CL A 02079K305 450813 3445 SH SOLE 0 0 3445 ALPHABET INC CAP STK CL C 02079K107 389725 2956 SH SOLE 0 0 2956 AMAZON COM INC COM 023135106 3174059 24969 SH SOLE 0 0 24969 CENCORA INC COM 03073E105 898019 4990 SH SOLE 0 0 4990 APPLE INC COM 037833100 31515817 184077 SH SOLE 0 0 184077 AUTOMATIC DATA PROCESSING IN COM 053015103 4742002 19711 SH SOLE 0 0 19711 AVERY DENNISON CORP COM 053611109 320038 1752 SH SOLE 0 0 1752 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3325048 9492 SH SOLE 0 0 9492 BLACKROCK INC COM 09247X101 332823 515 SH SOLE 0 0 515 BRISTOL-MYERS SQUIBB CO COM 110122108 360867 6218 SH SOLE 0 0 6218 CSX CORP COM 126408103 504372 16402 SH SOLE 0 0 16402 CHEVRON CORP NEW COM 166764100 320161 1899 SH SOLE 0 0 1899 CINTAS CORP COM 172908105 408183 849 SH SOLE 0 0 849 COCA COLA CO COM 191216100 705878 12609 SH SOLE 0 0 12609 COMCAST CORP NEW CL A 20030N101 535456 12076 SH SOLE 0 0 12076 CONOCOPHILLIPS COM 20825C104 246461 2057 SH SOLE 0 0 2057 CONSOLIDATED EDISON INC COM 209115104 501779 5867 SH SOLE 0 0 5867 COSTCO WHSL CORP NEW COM 22160K105 8370781 14817 SH SOLE 0 0 14817 DANAHER CORPORATION COM 235851102 910460 3670 SH SOLE 0 0 3670 DISCOVER FINL SVCS COM 254709108 218273 2520 SH SOLE 0 0 2520 DUKE ENERGY CORP NEW COM NEW 26441C204 279244 3164 SH SOLE 0 0 3164 EATON CORP PLC SHS G29183103 641973 3010 SH SOLE 0 0 3010 ELEVANCE HEALTH INC COM 036752103 509782 1171 SH SOLE 0 0 1171 EXXON MOBIL CORP COM 30231G102 380356 3235 SH SOLE 0 0 3235 FIRST HORIZON CORPORATION COM 320517105 324936 29486 SH SOLE 0 0 29486 GENUINE PARTS CO COM 372460105 440400 3050 SH SOLE 0 0 3050 HERSHEY CO COM 427866108 1651575 8255 SH SOLE 0 0 8255 HOME DEPOT INC COM 437076102 10550274 34916 SH SOLE 0 0 34916 HONEYWELL INTL INC COM 438516106 440221 2383 SH SOLE 0 0 2383 ISHARES TR S&P MC 400GR ETF 464287606 145836 2019 SH SOLE 0 0 2019 ISHARES TR CORE S&P SCP ETF 464287804 6320 67 SH SOLE 0 0 67 ISHARES TR RUSSELL 2000 ETF 464287655 19494 110 SH SOLE 0 0 110 ISHARES TR RUS 1000 VAL ETF 464287598 29517 194 SH SOLE 0 0 194 ISHARES TR RUS MD CP GR ETF 464287481 1736 19 SH SOLE 0 0 19 ISHARES TR S&P 500 VAL ETF 464287408 8614 56 SH SOLE 0 0 56 ISHARES TR S&P SML 600 GWT 464287887 55634 507 SH SOLE 0 0 507 ISHARES TR RUS 1000 GRW ETF 464287614 339628 1277 SH SOLE 0 0 1277 ISHARES TR RUS 2000 GRW ETF 464287648 165667 739 SH SOLE 0 0 739 ISHARES TR RUS 1000 ETF 464287622 24233 103 SH SOLE 0 0 103 ISHARES TR CORE S&P MCP ETF 464287507 669413 2685 SH SOLE 0 0 2685 ISHARES TR CORE S&P500 ETF 464287200 216862 505 SH SOLE 0 0 505 ISHARES TR U.S. TECH ETF 464287721 294595 2808 SH SOLE 0 0 2808 JOHNSON & JOHNSON COM 478160104 1870461 12009 SH SOLE 0 0 12009 JPMORGAN CHASE & CO COM 46625H100 1762942 12157 SH SOLE 0 0 12157 L3HARRIS TECHNOLOGIES INC COM 502431109 573237 3292 SH SOLE 0 0 3292 ELI LILLY & CO COM 532457108 16856677 31383 SH SOLE 0 0 31383 LOCKHEED MARTIN CORP COM 539830109 401423 982 SH SOLE 0 0 982 LOWES COS INC COM 548661107 1093980 5264 SH SOLE 0 0 5264 MARRIOTT INTL INC NEW CL A 571903202 234891 1195 SH SOLE 0 0 1195 MASTERCARD INCORPORATED CL A 57636Q104 6134305 15494 SH SOLE 0 0 15494 MCDONALDS CORP COM 580135101 1861156 7065 SH SOLE 0 0 7065 MCKESSON CORP COM 58155Q103 6455327 14845 SH SOLE 0 0 14845 MERCK & CO INC COM 58933Y105 522425 5075 SH SOLE 0 0 5075 MICROSOFT CORP COM 594918104 26876503 85120 SH SOLE 0 0 85120 MONSTER BEVERAGE CORP NEW COM 61174X109 399984 7554 SH SOLE 0 0 7554 NIKE INC CL B 654106103 1639892 17150 SH SOLE 0 0 17150 NORFOLK SOUTHN CORP COM 655844108 535463 2719 SH SOLE 0 0 2719 NORTHROP GRUMMAN CORP COM 666807102 3681636 8364 SH SOLE 0 0 8364 NOVO-NORDISK A S ADR 670100205 305740 3362 SH SOLE 0 0 3362 NVIDIA CORPORATION COM 67066G104 381683 877 SH SOLE 0 0 877 ORACLE CORP COM 68389X105 395813 3737 SH SOLE 0 0 3737 PEPSICO INC COM 713448108 1291877 7624 SH SOLE 0 0 7624 PROCTER AND GAMBLE CO COM 742718109 1135932 7788 SH SOLE 0 0 7788 ROLLINS INC COM 775711104 658401 17637 SH SOLE 0 0 17637 ROSS STORES INC COM 778296103 1013855 8976 SH SOLE 0 0 8976 PRICE T ROWE GROUP INC COM 74144T108 420845 4013 SH SOLE 0 0 4013 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 33558 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 28750 650 SH SOLE 0 0 650 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 17252 244 SH SOLE 0 0 244 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4824 71 SH SOLE 0 0 71 SCHLUMBERGER LTD COM STK 806857108 224993 3859 SH SOLE 0 0 3859 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1166934 23409 SH SOLE 0 0 23409 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 185405 3664 SH SOLE 0 0 3664 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4594503 63181 SH SOLE 0 0 63181 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6528 101 SH SOLE 0 0 101 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 215854 5226 SH SOLE 0 0 5226 SOUTHSTATE CORPORATION COM 840441109 240787 3575 SH SOLE 0 0 3575 STRYKER CORPORATION COM 863667101 1425985 5218 SH SOLE 0 0 5218 TJX COS INC NEW COM 872540109 5015751 56433 SH SOLE 0 0 56433 TESLA INC COM 88160R101 210685 842 SH SOLE 0 0 842 TEXAS INSTRS INC COM 882508104 649289 4083 SH SOLE 0 0 4083 TRAVELERS COMPANIES INC COM 89417E109 230211 1410 SH SOLE 0 0 1410 TRUIST FINL CORP COM 89832Q109 233613 8165 SH SOLE 0 0 8165 UNITEDHEALTH GROUP INC COM 91324P102 3023474 5997 SH SOLE 0 0 5997 VANGUARD INDEX FDS GROWTH ETF 922908736 8714 32 SH SOLE 0 0 32 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 9554 41 SH SOLE 0 0 41 VANGUARD WORLD FDS INF TECH ETF 92204A702 1795762 4328 SH SOLE 0 0 4328 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 25910 198 SH SOLE 0 0 198 VANGUARD INDEX FDS SMALL CP ETF 922908751 13691 76 SH SOLE 0 0 76 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 991757 2525 SH SOLE 0 0 2525 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 213536 3063 SH SOLE 0 0 3063 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 7137 109 SH SOLE 0 0 109 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 263103 3632 SH SOLE 0 0 3632 VANGUARD INDEX FDS TOTAL STK MKT 922908769 689993 3248 SH SOLE 0 0 3248 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8002 107 SH SOLE 0 0 107 VISA INC COM CL A 92826C839 12373583 53796 SH SOLE 0 0 53796 WASTE MGMT INC DEL COM 94106L109 240990 1581 SH SOLE 0 0 1581 YUM BRANDS INC COM 988498101 415211 3323 SH SOLE 0 0 3323