Peachtree Investment Partners, LLC Reduced Holdings in Q3 2025

Peachtree Investment Partners, LLC

  • $287 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-2.11K
- 8.48%
$625.65 - $812.69 $1.32M - $1.72M
22.8K $17.4M
ACN
Accenture PLC

Technology
-2.69K
- 23.66%
$232.56 - $304.78 $626K - $820K
8.69K $2.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.94K
- 26.5%
$459.11 - $506.91 $892K - $984K
5.39K $2.71M
COST
Costco Wholesale Corp

Consumer Defensive
-938
- 6.79%
$915.95 - $994.57 $859K - $933K
12.9K $11.9M
V
Visa Inc.

Financial Services
-1.42K
- 2.85%
$332.09 - $358.86 $472K - $510K
48.5K $16.6M
VTI
Vanguard Total Stock Market Et

ETFs
-2.16K
- 69.4%
$303.93 - $329.86 $656K - $712K
951 $312K
ADP
Automatic Data Processing Inc

Industrials
-1.1K
- 7.13%
$288.69 - $310.94 $319K - $343K
14.4K $4.22M
PG
Procter & Gamble CO

Consumer Defensive
-761
- 10.85%
$150.47 - $161.22 $115K - $123K
6.26K $961K
MCD
Mcdonalds Corp

Consumer Cyclical
-503
- 11.19%
$291.67 - $316.99 $147K - $159K
3.99K $1.21M
PEP
Pepsico Inc

Consumer Defensive
-1.06K
- 25.74%
$133.81 - $152.16 $141K - $161K
3.05K $428K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-5.1K
- 49.41%
$29.8 - $32.29 $152K - $165K
5.22K $167K
T
At&T Inc.

Communication Services
-3.43K
- 18.42%
$26.94 - $29.62 $92.3K - $101K
15.2K $428K
FHN
First Horizon Corp

Financial Services
-7.84K
- 31.33%
$21.16 - $23.23 $166K - $182K
17.2K $388K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.5K
- 89.82%
$27.61 - $29.15 $96.5K - $102K
396 $11K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.18K
- 45.68%
$171.38 - $197.01 $203K - $233K
1.41K $275K
LMT
Lockheed Martin Corp

Industrials
-250
- 27.44%
$410.74 - $499.21 $103K - $125K
661 $329K
KO
Coca Cola CO

Consumer Defensive
-67
- 0.57%
$65.67 - $71.67 $4.4K - $4.8K
11.6K $770K
VTV
Vanguard Value ETF

ETFs
-398
- 48.18%
$175.51 - $186.57 $69.9K - $74.3K
428 $79K
YUM
Yum Brands Inc

Consumer Cyclical
-326
- 15.68%
$139.5 - $153.94 $45.5K - $50.2K
1.75K $266K
SYK
Stryker Corp

Healthcare
-126
- 2.83%
$368.57 - $403.53 $46.4K - $50.8K
4.33K $1.6M
ETN
Eaton Corp PLC

Industrials
-601
- 36.67%
$342.99 - $392.76 $206K - $236K
1.04K $388K
MRK
Merck & Co., Inc.

Healthcare
-358
- 9.02%
$77.6 - $87.37 $27.8K - $31.3K
3.61K $303K
ABT
Abbott Laboratories

Healthcare
-523
- 3.71%
$120.51 - $136.62 $63K - $71.5K
13.6K $1.82M
IBM
International Business Machines Corp

Technology
-424
- 19.15%
$234.77 - $292.47 $99.5K - $124K
1.79K $505K
DUK
Duke Energy Corp

Utilities
-370
- 11.68%
$116.31 - $125.93 $43K - $46.6K
2.8K $346K
HON
Honeywell International Inc

Industrials
-168
- 9.54%
$207.7 - $240.4 $34.9K - $40.4K
1.59K $335K
ED
Consolidated Edison Inc

Utilities
-70
- 2.51%
$95.57 - $105.36 $6.69K - $7.38K
2.72K $272K
XOM
Exxon Mobil Corp

Energy
-74
- 1.77%
$105.83 - $117.22 $7.83K - $8.67K
4.11K $463K
VGT
Vanguard Information Technolog

ETFs
-1.11K
- 28.41%
$656.44 - $753.15 $725K - $832K
2.78K $2.08M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-880
- 7.98%
$26.38 - $27.95 $23.2K - $24.6K
10.1K $277K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-109
- 3.2%
$60.9 - $70.75 $6.64K - $7.71K
3.3K $205K
TRV
Travelers Companies, Inc.

Financial Services
-109
- 11.9%
$250.62 - $279.43 $27.3K - $30.5K
807 $225K
DHR
Danaher Corp

Healthcare
-24
- 1.91%
$181.46 - $212.2 $4.36K - $5.09K
1.23K $244K
MAR
Marriott International Inc

Consumer Cyclical
-280
- 9.88%
$255.35 - $282.87 $71.5K - $79.2K
2.56K $665K
VPU
Vanguard Utilities ETF

ETFs
-50
- 50.0%
$175.25 - $189.41 $8.76K - $9.47K
50 $9K
TXN
Texas Instruments Inc

Technology
-12
- 0.96%
N/A
1.24K $241K
IWD
Ishares Russell 1000 Val ETF

ETFs
-24
- 9.06%
$192.76 - $203.86 $4.63K - $4.89K
241 $49K
ATO
Atmos Energy Corp

Utilities
-85
- 6.27%
$151.51 - $170.75 $12.9K - $14.5K
1.27K $216K
LOW
Lowes Companies Inc

Consumer Cyclical
-43
- 4.04%
$215.01 - $273.02 $9.25K - $11.7K
1.02K $256K
TFC
Truist Financial Corp

Financial Services
-320
- 4.98%
$42.83 - $47.07 $13.7K - $15.1K
6.11K $279K
ABBV
Abb Vie Inc.

Healthcare
-104
- 5.06%
$184.85 - $231.54 $19.2K - $24.1K
1.95K $451K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 0.2%
$284.45 - $324.95 $284 - $325
491 $157K
NKE
Nike, Inc.

Consumer Cyclical
-249
- 2.49%
$69.24 - $79.24 $17.2K - $19.7K
9.77K $681K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-99
- 1.09%
$62.09 - $66.51 $6.15K - $6.58K
8.94K $583K
JNJ
Johnson & Johnson

Healthcare
-510
- 6.41%
$155.17 - $185.42 $79.1K - $94.6K
7.45K $1.38M
IVV
Ishares Core S&P 500 ETF

ETFs
-98
- 5.65%
$620.67 - $670.08 $60.8K - $65.7K
1.64K $1.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 1.56%
$293.94 - $444.72 $5.88K - $8.89K
1.27K $563K
NOC
Northrop Grumman Corp

Industrials
-275
- 5.28%
$498.9 - $609.32 $137K - $168K
4.94K $3.01M
MCK
Mckesson Corp

Healthcare
-949
- 6.75%
$659.01 - $772.54 $625K - $733K
13.1K $10.1M
Activity Summary
Buys All Purchases 58 New Holdings 13 Increased Positions 45 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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