0001398344-23-009783.txt : 20230515 0001398344-23-009783.hdr.sgml : 20230515 20230515133253 ACCESSION NUMBER: 0001398344-23-009783 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23920601 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 03-31-2023 03-31-2023 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 05-15-2023 0 92 160038110 INFORMATION TABLE 2 fp0083416-1_13fhr-table.xml ABBOTT LABS COM 002824100 2398740 23689 SH SOLE 0 0 23689 ABBVIE INC COM 00287Y109 488942 3068 SH SOLE 0 0 3068 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 6341212 22187 SH SOLE 0 0 22187 ALPHABET INC CAP STK CL A 02079K305 78835 760 SH SOLE 0 0 760 ALPHABET INC CAP STK CL C 02079K107 151925 1461 SH SOLE 0 0 1461 AMAZON COM INC COM 023135106 1055521 10219 SH SOLE 0 0 10219 APPLE INC COM 037833100 26646694 161593 SH SOLE 0 0 161593 AUTOMATIC DATA PROCESSING IN COM 053015103 4201581 18872 SH SOLE 0 0 18872 AVERY DENNISON CORP COM 053611109 313485 1752 SH SOLE 0 0 1752 BLACKROCK INC COM 09247X101 344307 515 SH SOLE 0 0 515 BRISTOL-MYERS SQUIBB CO COM 110122108 545083 7864 SH SOLE 0 0 7864 CSX CORP COM 126408103 481291 16075 SH SOLE 0 0 16075 CHEVRON CORP NEW COM 166764100 534498 3276 SH SOLE 0 0 3276 THE CIGNA GROUP COM 125523100 209369 819 SH SOLE 0 0 819 CINTAS CORP COM 172908105 375435 811 SH SOLE 0 0 811 COCA COLA CO COM 191216100 777581 12536 SH SOLE 0 0 12536 COMCAST CORP NEW CL A 20030N101 454920 12000 SH SOLE 0 0 12000 CONOCOPHILLIPS COM 20825C104 226047 2278 SH SOLE 0 0 2278 CONSOLIDATED EDISON INC COM 209115104 565763 5914 SH SOLE 0 0 5914 COSTCO WHSL CORP NEW COM 22160K105 6698114 13481 SH SOLE 0 0 13481 DANAHER CORPORATION COM 235851102 1204567 4779 SH SOLE 0 0 4779 DISCOVER FINL SVCS COM 254709108 247100 2500 SH SOLE 0 0 2500 DISNEY WALT CO COM 254687106 209017 2087 SH SOLE 0 0 2087 DUKE ENERGY CORP NEW COM NEW 26441C204 303329 3144 SH SOLE 0 0 3144 ELEVANCE HEALTH INC COM 036752103 1065486 2317 SH SOLE 0 0 2317 EXXON MOBIL CORP COM 30231G102 506387 4618 SH SOLE 0 0 4618 FIRST HORIZON CORPORATION COM 320517105 499938 28118 SH SOLE 0 0 28118 GENERAL MLS INC COM 370334104 220273 2577 SH SOLE 0 0 2577 GENUINE PARTS CO COM 372460105 1538747 9197 SH SOLE 0 0 9197 HERSHEY CO COM 427866108 2685645 10556 SH SOLE 0 0 10556 HOME DEPOT INC COM 437076102 10071686 34127 SH SOLE 0 0 34127 HONEYWELL INTL INC COM 438516106 451415 2362 SH SOLE 0 0 2362 ISHARES TR S&P MC 400GR ETF 464287606 146744 2052 SH SOLE 0 0 2052 ISHARES TR RUSSELL 2000 ETF 464287655 19624 110 SH SOLE 0 0 110 ISHARES TR RUS 1000 VAL ETF 464287598 15987 105 SH SOLE 0 0 105 ISHARES TR S&P 500 VAL ETF 464287408 8469 56 SH SOLE 0 0 56 ISHARES TR S&P SML 600 GWT 464287887 55619 506 SH SOLE 0 0 506 ISHARES TR RUS 1000 ETF 464287622 13514 60 SH SOLE 0 0 60 ISHARES TR RUS 1000 GRW ETF 464287614 311521 1275 SH SOLE 0 0 1275 ISHARES TR RUS 2000 GRW ETF 464287648 195258 861 SH SOLE 0 0 861 ISHARES TR CORE S&P MCP ETF 464287507 668638 2673 SH SOLE 0 0 2673 ISHARES TR U.S. TECH ETF 464287721 121318 1307 SH SOLE 0 0 1307 JOHNSON & JOHNSON COM 478160104 1920599 12391 SH SOLE 0 0 12391 JPMORGAN CHASE & CO COM 46625H100 1489130 11428 SH SOLE 0 0 11428 L3HARRIS TECHNOLOGIES INC COM 502431109 702800 3581 SH SOLE 0 0 3581 LILLY ELI & CO COM 532457108 3748940 10916 SH SOLE 0 0 10916 LOCKHEED MARTIN CORP COM 539830109 612060 1295 SH SOLE 0 0 1295 LOWES COS INC COM 548661107 569915 2850 SH SOLE 0 0 2850 MASTERCARD INCORPORATED CL A 57636Q104 5580917 15357 SH SOLE 0 0 15357 MCDONALDS CORP COM 580135101 1901502 6801 SH SOLE 0 0 6801 MCKESSON CORP COM 58155Q103 3943190 11075 SH SOLE 0 0 11075 MERCK & CO INC COM 58933Y105 844298 7936 SH SOLE 0 0 7936 MICROSOFT CORP COM 594918104 20657892 71654 SH SOLE 0 0 71654 MONDELEZ INTL INC CL A 609207105 231290 3317 SH SOLE 0 0 3317 NIKE INC CL B 654106103 2140237 17451 SH SOLE 0 0 17451 NORFOLK SOUTHN CORP COM 655844108 577259 2723 SH SOLE 0 0 2723 NORTHROP GRUMMAN CORP COM 666807102 4168424 9028 SH SOLE 0 0 9028 NOVO-NORDISK A S ADR 670100205 1408389 8850 SH SOLE 0 0 8850 PEPSICO INC COM 713448108 1302873 7147 SH SOLE 0 0 7147 PROCTER AND GAMBLE CO COM 742718109 1172018 7882 SH SOLE 0 0 7882 ROLLINS INC COM 775711104 635508 16933 SH SOLE 0 0 16933 ROSS STORES INC COM 778296103 971764 9156 SH SOLE 0 0 9156 PRICE T ROWE GROUP INC COM 74144T108 449888 3985 SH SOLE 0 0 3985 SPDR S&P 500 ETF TR TR UNIT 78462F103 427068 1043 SH SOLE 0 0 1043 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 35301 700 SH SOLE 0 0 700 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 30492 650 SH SOLE 0 0 650 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 58439 799 SH SOLE 0 0 799 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4797 71 SH SOLE 0 0 71 SCHLUMBERGER LTD COM STK 806857108 225860 4600 SH SOLE 0 0 4600 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1091043 22801 SH SOLE 0 0 22801 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 219686 4542 SH SOLE 0 0 4542 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 3308885 50773 SH SOLE 0 0 50773 SCHWAB STRATEGIC TR 1000 INDEX ETF 808524722 504618 12759 SH SOLE 0 0 12759 SOUTHSTATE CORPORATION COM 840441109 252902 3549 SH SOLE 0 0 3549 STRYKER CORPORATION COM 863667101 1215254 4257 SH SOLE 0 0 4257 TJX COS INC NEW COM 872540109 4484297 57227 SH SOLE 0 0 57227 TEXAS INSTRS INC COM 882508104 757148 4071 SH SOLE 0 0 4071 TRAVELERS COMPANIES INC COM 89417E109 246691 1439 SH SOLE 0 0 1439 TRUIST FINL CORP COM 89832Q109 282962 8298 SH SOLE 0 0 8298 UNILEVER PLC SPON ADR NEW 904767704 233663 4500 SH SOLE 0 0 4500 UNITEDHEALTH GROUP INC COM 91324P102 3393365 7180 SH SOLE 0 0 7180 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 26526 198 SH SOLE 0 0 198 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 704188 1872 SH SOLE 0 0 1872 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 0 96 SH SOLE 0 0 96 VANGUARD INDEX FDS SMALL CP ETF 922908751 13214 70 SH SOLE 0 0 70 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 215577 2920 SH SOLE 0 0 2920 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 278283 3632 SH SOLE 0 0 3632 VANGUARD INDEX FDS TOTAL STK MKT 922908769 692538 3393 SH SOLE 0 0 3393 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 6687 97 SH SOLE 0 0 97 VISA INC COM CL A 92826C839 12212719 54168 SH SOLE 0 0 54168 WASTE MGMT INC DEL COM 94106L109 266091 1631 SH SOLE 0 0 1631 YUM BRANDS INC COM 988498101 371298 2811 SH SOLE 0 0 2811