The Analysis of Peachtree Investment Partners, LLC's Holdings
Currently, Peachtree Investment Partners, LLC holds 127 types of securities in its portfolio with a total value $301.3M. In the most recent quarter, they have increased their positions in SPY (+7.2K shares, valued at $4.9M), SCHX (+121.0K shares, valued at $3.3M), SCHG (+27.5K shares, valued at $896.8K); decreased their positions in MSFT (-2.7K shares, valued at $1.3M), ADP (-3.1K shares, valued at $807.4K), PLTR (-3.7K shares, valued at $665.9K); initiated new positions in SPY (+7.2K shares, valued at $4.9M), N/A (+3.7K shares, valued at $429.6K), GLW (+3.9K shares, valued at $343.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC143.5K shares-0.76%2025-12-312026-02-11
MSFT MICROSOFT CORP69.2K shares-3.75%2025-12-312026-02-11 LLY ELI LILLY & CO22.7K shares-0.59%2025-12-312026-02-11 V VISA INC47.0K shares-3.02%2025-12-312026-02-11 SCHG SCHWAB STRATEGIC TR468.0K shares6.24%2025-12-312026-02-11 MCK MCKESSON CORP13.6K shares3.91%2025-12-312026-02-11 COST COSTCO WHSL CORP NEW12.1K shares-5.81%2025-12-312026-02-11 HD HOME DEPOT INC30.4K shares-4.55%2025-12-312026-02-11 SCHX SCHWAB STRATEGIC TR378.7K shares46.98%2025-12-312026-02-11 MA MASTERCARD INCORPORATED14.2K shares-3.67%2025-12-312026-02-11 TJX TJX COS INC NEW50.4K shares2.26%2025-12-312026-02-11 JPM JPMORGAN CHASE & CO.23.0K shares0.09%2025-12-312026-02-11 AMZN AMAZON COM INC31.8K shares-0.07%2025-12-312026-02-11 NVDA NVIDIA CORPORATION38.8K shares2.27%2025-12-312026-02-11 SPY SPDR S&P 500 ETF TR7.2K sharesnew addition2025-12-312026-02-11 CENCORA INC CENCORA INC12.1K shares10.06%2025-12-312026-02-11 ALPHABET INC ALPHABET INC12.4K shares19.70%2025-12-312026-02-11 PLTR PALANTIR TECHNOLOGIES INC20.1K shares-15.70%2025-12-312026-02-11 ADP AUTOMATIC DATA PROCESSING IN11.2K shares-21.83%2025-12-312026-02-11 ALPHABET INC ALPHABET INC9.1K shares13.57%2025-12-312026-02-11 NOC NORTHROP GRUMMAN CORP4.6K shares-6.74%2025-12-312026-02-11 BROADCOM INC BROADCOM INC7.6K shares8.19%2025-12-312026-02-11 VGT VANGUARD WORLD FD2.7K shares-2.37%2025-12-312026-02-11 SCHB SCHWAB STRATEGIC TR75.9K shares4.26%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON9.2K shares22.88%2025-12-312026-02-11 ABT ABBOTT LABS13.5K shares-0.43%2025-12-312026-02-11 SYK STRYKER CORPORATION4.4K shares1.36%2025-12-312026-02-11 META META PLATFORMS INC2.0K shares-33.79%2025-12-312026-02-11 ROST ROSS STORES INC7.1K shares9.10%2025-12-312026-02-11 MCD MCDONALDS CORP4.1K shares2.25%2025-12-312026-02-11 ROL ROLLINS INC19.9K shares46.67%2025-12-312026-02-11 SPMO INVESCO EXCH TRADED FD TR II9.6K shares0.00%2025-12-312026-02-11 MNST MONSTER BEVERAGE CORP NEW14.1K shares0.00%2025-12-312026-02-11 GS GOLDMAN SACHS GROUP INC1.2K shares110.27%2025-12-312026-02-11 GE AEROSPACE GE AEROSPACE3.3K shares19.45%2025-12-312026-02-11 COF CAPITAL ONE FINL CORP3.4K shares20.88%2025-12-312026-02-11 PG PROCTER AND GAMBLE CO5.6K shares-10.44%2025-12-312026-02-11 IVV ISHARES TR1.1K shares-30.46%2025-12-312026-02-11 IBM INTERNATIONAL BUSINESS MACHS2.5K shares41.17%2025-12-312026-02-11 IWF ISHARES TR1.6K shares0.13%2025-12-312026-02-11 MAR MARRIOTT INTL INC NEW2.4K shares-6.14%2025-12-312026-02-11 KO COCA COLA CO9.7K shares-16.97%2025-12-312026-02-11 WMT WALMART INC6.0K shares9.06%2025-12-312026-02-11 NKE NIKE INC9.4K shares-4.12%2025-12-312026-02-11 CAT CATERPILLAR INC1.0K shares94.74%2025-12-312026-02-11 LHX L3HARRIS TECHNOLOGIES INC2.0K shares-2.09%2025-12-312026-02-11 IJH ISHARES TR8.9K shares-0.17%2025-12-312026-02-11 TSLA TESLA INC1.3K shares0.39%2025-12-312026-02-11 AXP AMERICAN EXPRESS CO1.5K shares31.32%2025-12-312026-02-11 ABBV ABBVIE INC2.1K shares8.97%2025-12-312026-02-11 XOM EXXON MOBIL CORP3.8K shares-6.74%2025-12-312026-02-11 QQQM INVESCO EXCH TRADED FD TR II1.8K shares-12.50%2025-12-312026-02-11 CITIGROUP INC CITIGROUP INC3.7K sharesnew addition2025-12-312026-02-11 FHN FIRST HORIZON CORPORATION17.2K shares0.00%2025-12-312026-02-11 IYY ISHARES TR2.4K shares0.29%2025-12-312026-02-11 PEP PEPSICO INC2.8K shares-9.05%2025-12-312026-02-11 GLW CORNING INC3.9K sharesnew addition2025-12-312026-02-11 MGK VANGUARD WORLD FD814 shares0.00%2025-12-312026-02-11 LMT LOCKHEED MARTIN CORP664 shares0.45%2025-12-312026-02-11 CTAS CINTAS CORP1.7K shares-28.82%2025-12-312026-02-11 VTI VANGUARD INDEX FDS917 shares-3.58%2025-12-312026-02-11 GLD SPDR GOLD TR766 sharesnew addition2025-12-312026-02-11 HON HONEYWELL INTL INC1.5K shares-3.58%2025-12-312026-02-11 TFC TRUIST FINL CORP6.0K shares-1.96%2025-12-312026-02-11 NSC NORFOLK SOUTHN CORP1.0K shares0.30%2025-12-312026-02-11 VTC VANGUARD SCOTTSDALE FDS3.6K shares0.00%2025-12-312026-02-11 IYW ISHARES TR1.4K shares0.00%2025-12-312026-02-11 GEV GE VERNOVA INC416 sharesnew addition2025-12-312026-02-11 YUM YUM BRANDS INC1.8K shares0.06%2025-12-312026-02-11 IWY ISHARES TR950 shares0.00%2025-12-312026-02-11 ED CONSOLIDATED EDISON INC2.6K shares-3.24%2025-12-312026-02-11 MO ALTRIA GROUP INC4.5K shares5.86%2025-12-312026-02-11 DHR DANAHER CORPORATION1.1K shares-8.18%2025-12-312026-02-11 LOW LOWES COS INC1.0K shares0.39%2025-12-312026-02-11 CMCSA COMCAST CORP NEW8.1K shares-0.73%2025-12-312026-02-11 SCHD SCHWAB STRATEGIC TR8.8K shares-13.56%2025-12-312026-02-11 WFC WELLS FARGO CO NEW2.6K shares1.99%2025-12-312026-02-11 VYM VANGUARD WHITEHALL FDS1.6K shares0.49%2025-12-312026-02-11 TRV TRAVELERS COMPANIES INC783 shares-2.97%2025-12-312026-02-11 RSG REPUBLIC SVCS INC1.0K shares-69.74%2025-12-312026-02-11 TXN TEXAS INSTRS INC1.3K shares0.64%2025-12-312026-02-11 BND VANGUARD BD INDEX FDS2.9K shares0.00%2025-12-312026-02-11 CB CHUBB LIMITED672 shares-14.61%2025-12-312026-02-11 AMGN AMGEN INC632 sharesnew addition2025-12-312026-02-11 WM WASTE MGMT INC DEL932 shares-67.13%2025-12-312026-02-11 TMO THERMO FISHER SCIENTIFIC INC352 sharesnew addition2025-12-312026-02-11 ATO ATMOS ENERGY CORP1.2K shares-4.41%2025-12-312026-02-11 SCHK SCHWAB STRATEGIC TR5.2K shares0.31%2025-12-312026-02-11 SCHF SCHWAB STRATEGIC TR6.7K shares1.54%2025-12-312026-02-11 IWO ISHARES TR479 shares-2.44%2025-12-312026-02-11 IJK ISHARES TR1.5K shares-1.25%2025-12-312026-02-11 IJT ISHARES TR521 shares0.39%2025-12-312026-02-11 VBR VANGUARD INDEX FDS320 shares0.95%2025-12-312026-02-11 VOE VANGUARD INDEX FDS370 shares-12.53%2025-12-312026-02-11 IUSG ISHARES TR306 shares0.00%2025-12-312026-02-11 VONG VANGUARD SCOTTSDALE FDS363 shares0.00%2025-12-312026-02-11 IWM ISHARES TR167 shares0.00%2025-12-312026-02-11 IWD ISHARES TR191 shares-20.75%2025-12-312026-02-11 IWB ISHARES TR105 shares0.00%2025-12-312026-02-11 VTV VANGUARD INDEX FDS192 shares-55.14%2025-12-312026-02-11 IWS ISHARES TR194 shares0.52%2025-12-312026-02-11 VB VANGUARD INDEX FDS95 shares3.26%2025-12-312026-02-11 VUG VANGUARD INDEX FDS50 shares0.00%2025-12-312026-02-11 SCHR SCHWAB STRATEGIC TR700 shares0.00%2025-12-312026-02-11 TLT ISHARES TR200 sharesnew addition2025-12-312026-02-11 SCHZ SCHWAB STRATEGIC TR650 shares0.00%2025-12-312026-02-11 IVE ISHARES TR59 shares1.72%2025-12-312026-02-11 IWN ISHARES TR68 shares0.00%2025-12-312026-02-11 SCHV SCHWAB STRATEGIC TR398 shares0.51%2025-12-312026-02-11 VHT VANGUARD WORLD FD41 shares0.00%2025-12-312026-02-11 BNDW VANGUARD SCOTTSDALE FDS155 shares4.73%2025-12-312026-02-11 SCYB SCHWAB STRATEGIC TR343 shares2.08%2025-12-312026-02-11 IJR ISHARES TR67 shares0.00%2025-12-312026-02-11 SCHM SCHWAB STRATEGIC TR220 shares0.46%2025-12-312026-02-11 VFH VANGUARD WORLD FD45 shares2.27%2025-12-312026-02-11 VPU VANGUARD WORLD FD30 shares-40.00%2025-12-312026-02-11 FNDX SCHWAB STRATEGIC TR88 shares1.15%2025-12-312026-02-11 FNDE SCHWAB STRATEGIC TR46 shares4.55%2025-12-312026-02-11 BSV VANGUARD BD INDEX FDS146 shares3.55%2025-12-312026-02-11 FNDA SCHWAB STRATEGIC TR47 shares2.17%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available