Managing Partner

0001398344-24-009131.txt : 20240510 0001398344-24-009131.hdr.sgml : 20240510 20240510113838 ACCESSION NUMBER: 0001398344-24-009131 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peachtree Investment Partners, LLC CENTRAL INDEX KEY: 0001743863 ORGANIZATION NAME: 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: 24933562 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 03-31-2024 03-31-2024 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 Managing Partner 404-478-3333 /s/ Garry K. Schaefer Atlanta GA 05-09-2024 0 98 247422230 INFORMATION TABLE 2 fp0088268-1_13fhr-table.xml ABBOTT LABS COM 002824100 1881576 16554 SH SOLE 0 0 16554 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6947139 20043 SH SOLE 0 0 20043 ADVANCED MICRO DEVICES INC COM 007903107 539489 2989 SH SOLE 0 0 2989 ALPHABET INC CAP STK CL A 02079K305 434678 2880 SH SOLE 0 0 2880 ALPHABET INC CAP STK CL C 02079K107 503344 3306 SH SOLE 0 0 3306 AMAZON COM INC COM 023135106 5743485 31841 SH SOLE 0 0 31841 AMERICAN LITHIUM CORP COM NEW 027259209 6800 10000 SH SOLE 0 0 10000 CENCORA INC COM 03073E105 2944324 12117 SH SOLE 0 0 12117 APPLE INC COM 037833100 28271668 164869 SH SOLE 0 0 164869 AUTOMATIC DATA PROCESSING IN COM 053015103 3965278 15878 SH SOLE 0 0 15878 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2735483 6505 SH SOLE 0 0 6505 CINTAS CORP COM 172908105 741925 1080 SH SOLE 0 0 1080 COCA COLA CO COM 191216100 730505 11940 SH SOLE 0 0 11940 COMCAST CORP NEW CL A 20030N101 512180 11815 SH SOLE 0 0 11815 CONSOLIDATED EDISON INC COM 209115104 239660 2639 SH SOLE 0 0 2639 COSTCO WHSL CORP NEW COM 22160K105 11027165 15051 SH SOLE 0 0 15051 DANAHER CORPORATION COM 235851102 338711 1356 SH SOLE 0 0 1356 DISCOVER FINL SVCS COM 254709108 330295 2520 SH SOLE 0 0 2520 DUKE ENERGY CORP NEW COM NEW 26441C204 252289 2609 SH SOLE 0 0 2609 EATON CORP PLC SHS G29183103 587213 1878 SH SOLE 0 0 1878 EXXON MOBIL CORP COM 30231G102 287538 2474 SH SOLE 0 0 2474 FIRST HORIZON CORPORATION COM 320517105 460347 29893 SH SOLE 0 0 29893 HERSHEY CO COM 427866108 211911 1090 SH SOLE 0 0 1090 HOME DEPOT INC COM 437076102 13314586 34710 SH SOLE 0 0 34710 HONEYWELL INTL INC COM 438516106 487036 2373 SH SOLE 0 0 2373 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 392784 2150 SH SOLE 0 0 2150 ISHARES TR S&P MC 400GR ETF 464287606 157442 1725 SH SOLE 0 0 1725 ISHARES TR CORE S&P SCP ETF 464287804 7405 67 SH SOLE 0 0 67 ISHARES TR RUSSELL 2000 ETF 464287655 23449 112 SH SOLE 0 0 112 ISHARES TR RUS 1000 VAL ETF 464287598 34948 195 SH SOLE 0 0 195 ISHARES TR RUS MD CP GR ETF 464287481 2169 19 SH SOLE 0 0 19 ISHARES TR S&P 500 VAL ETF 464287408 10614 57 SH SOLE 0 0 57 ISHARES TR S&P SML 600 GWT 464287887 66815 511 SH SOLE 0 0 511 ISHARES TR RUS 1000 GRW ETF 464287614 815946 2421 SH SOLE 0 0 2421 ISHARES TR RUS 2000 GRW ETF 464287648 161877 598 SH SOLE 0 0 598 ISHARES TR RUS 1000 ETF 464287622 29905 104 SH SOLE 0 0 104 ISHARES TR CORE S&P MCP ETF 464287507 678836 11176 SH SOLE 0 0 11176 ISHARES TR CORE S&P500 ETF 464287200 594741 1131 SH SOLE 0 0 1131 ISHARES TR U.S. TECH ETF 464287721 278491 2062 SH SOLE 0 0 2062 JOHNSON & JOHNSON COM 478160104 1691698 10694 SH SOLE 0 0 10694 JPMORGAN CHASE & CO COM 46625H100 4011725 20029 SH SOLE 0 0 20029 L3HARRIS TECHNOLOGIES INC COM 502431109 549196 2577 SH SOLE 0 0 2577 ELI LILLY & CO COM 532457108 21599668 27765 SH SOLE 0 0 27765 LIVE OAK BANCSHARES INC COM 53803X105 272012 6553 SH SOLE 0 0 6553 LOCKHEED MARTIN CORP COM 539830109 367179 807 SH SOLE 0 0 807 LOWES COS INC COM 548661107 446497 1753 SH SOLE 0 0 1753 MARRIOTT INTL INC NEW CL A 571903202 797785 3162 SH SOLE 0 0 3162 MASTERCARD INCORPORATED CL A 57636Q104 6829914 14183 SH SOLE 0 0 14183 MCDONALDS CORP COM 580135101 1656616 5876 SH SOLE 0 0 5876 MCKESSON CORP COM 58155Q103 7595585 14148 SH SOLE 0 0 14148 MERCK & CO INC COM 58933Y105 561537 4256 SH SOLE 0 0 4256 META PLATFORMS INC CL A 30303M102 635672 1309 SH SOLE 0 0 1309 MICROSOFT CORP COM 594918104 37476709 89078 SH SOLE 0 0 89078 MONDELEZ INTL INC CL A 609207105 252312 3604 SH SOLE 0 0 3604 MONSTER BEVERAGE CORP NEW COM 61174X109 447801 7554 SH SOLE 0 0 7554 NIKE INC CL B 654106103 1309516 13934 SH SOLE 0 0 13934 NORFOLK SOUTHN CORP COM 655844108 305918 1200 SH SOLE 0 0 1200 NORTHROP GRUMMAN CORP COM 666807102 2962312 6189 SH SOLE 0 0 6189 NOVO-NORDISK A S ADR 670100205 971474 7566 SH SOLE 0 0 7566 NVIDIA CORPORATION COM 67066G104 2201531 2437 SH SOLE 0 0 2437 PARKER-HANNIFIN CORP COM 701094104 238434 429 SH SOLE 0 0 429 PEPSICO INC COM 713448108 1351568 7723 SH SOLE 0 0 7723 PROCTER AND GAMBLE CO COM 742718109 1253104 7723 SH SOLE 0 0 7723 ROLLINS INC COM 775711104 544351 11765 SH SOLE 0 0 11765 ROSS STORES INC COM 778296103 946547 6450 SH SOLE 0 0 6450 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 34335 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 29900 650 SH SOLE 0 0 650 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 99186 1230 SH SOLE 0 0 1230 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 5850 72 SH SOLE 0 0 72 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1354310 22184 SH SOLE 0 0 22184 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 579754 9342 SH SOLE 0 0 9342 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 11596684 125072 SH SOLE 0 0 125072 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 28 0 SH SOLE 0 0 0 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 266676 5263 SH SOLE 0 0 5263 SOUTHSTATE CORPORATION COM 840441109 303950 3575 SH SOLE 0 0 3575 STRYKER CORPORATION COM 863667101 1876121 5242 SH SOLE 0 0 5242 TJX COS INC NEW COM 872540109 5247839 51744 SH SOLE 0 0 51744 TEXAS INSTRS INC COM 882508104 200016 1148 SH SOLE 0 0 1148 TRUIST FINL CORP COM 89832Q109 296603 7609 SH SOLE 0 0 7609 UNITEDHEALTH GROUP INC COM 91324P102 1143530 2312 SH SOLE 0 0 2312 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 27167 155 SH SOLE 0 0 155 VANGUARD INDEX FDS GROWTH ETF 922908736 11014 32 SH SOLE 0 0 32 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 10993 41 SH SOLE 0 0 41 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 12208 50 SH SOLE 0 0 50 VANGUARD WORLD FD INF TECH ETF 92204A702 2627666 5011 SH SOLE 0 0 5011 VANGUARD WORLD FD MEGA GRWTH IND 921910816 233250 814 SH SOLE 0 0 814 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30847 198 SH SOLE 0 0 198 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 16797071 34943 SH SOLE 0 0 34943 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 212073 2920 SH SOLE 0 0 2920 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 278246 3632 SH SOLE 0 0 3632 VANGUARD INDEX FDS TOTAL STK MKT 922908769 977607 3761 SH SOLE 0 0 3761 VANGUARD INDEX FDS SMALL CP ETF 922908751 18340 80 SH SOLE 0 0 80 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8742 114 SH SOLE 0 0 114 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 8090 118 SH SOLE 0 0 118 VISA INC COM CL A 92826C839 14068448 50410 SH SOLE 0 0 50410 YUM BRANDS INC COM 988498101 359129 2590 SH SOLE 0 0 2590 ELEVANCE HEALTH INC COM 036752103 253096 488 SH SOLE 0 0 488 SPDR S&P 500 ETF TR TR UNIT 78462F103 4426753 8463 SH SOLE 0 0 8463