Peachtree Investment Partners, LLC Portfolio Holdings

Peachtree Investment Partners, LLC

  • $252 Million
  • Q1 2025

Peachtree Investment Partners, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $252 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.4M, Microsoft Corp with a value of $29.4M, Eli Lilly & CO with a value of $20.6M, Visa Inc. with a value of $17.5M, and Costco Wholesale Corp with a value of $13.1M.

Examining the 13F form we can see an decrease of $14.4M in the current position value, from $266M to 252M.

Peachtree Investment Partners, LLC is based out at Vero Beach, FL

Below you can find more details about Peachtree Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
Technology: $71.8 Million
ETFs: $42.4 Million
Healthcare: $39 Million
Financial Services: $37 Million
Consumer Cyclical: $29.1 Million
Consumer Defensive: $17.2 Million
Industrials: $10.7 Million
Communication Services: $3 Million
Other: $1.86 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$34.4 Million 13.66% of portfolio
155,012
Q1 2025 Reduced 3.1%
$3.77T
$29.4 Million 11.68% of portfolio
78,421
Q1 2025 Reduced 4.96%
$738B
$20.6 Million 8.17% of portfolio
24,936
Q1 2025 Reduced 2.7%
$575B
$17.5 Million 6.94% of portfolio
49,911
Q1 2025 Added 0.47%
$417B
$13.1 Million 5.19% of portfolio
13,822
Q1 2025 Reduced 4.34%
$0
$12.4 Million 4.91% of portfolio
24,091
Q1 2025 Reduced 25.67%
$380B
$11.4 Million 4.53% of portfolio
31,184
Q1 2025 Reduced 2.45%
$0
$10.8 Million 4.29% of portfolio
431,970
Q1 2025 Reduced 22.2%
$102B
$9.46 Million 3.75% of portfolio
14,058
Q1 2025 Added 1.75%
$533B
$7.91 Million 3.14% of portfolio
14,437
Q1 2025 Added 2.81%
$146B
$6.15 Million 2.44% of portfolio
50,520
Q1 2025 Reduced 1.97%
$2.32T
$6.11 Million 2.42% of portfolio
32,090
Q1 2025 Reduced 2.12%
$855B
$4.92 Million 1.95% of portfolio
20,042
Q1 2025 Added 2.37%
$126B
$4.73 Million 1.88% of portfolio
15,486
Q1 2025 Added 10.42%
$0
$4.41 Million 1.75% of portfolio
7,878
Q1 2025 Reduced 0.33%
$622B
$3.9 Million 1.55% of portfolio
7,327
Q1 2025 Added 12.09%
$0
$2.73 Million 1.08% of portfolio
21,502
Q1 2025 New
$86.8B
$2.67 Million 1.06% of portfolio
5,212
Q1 2025 Reduced 6.16%
$416B
$2.68 Million 1.06% of portfolio
24,699
Q1 2025 Reduced 13.14%
$0
$2.11 Million 0.84% of portfolio
3,889
Q1 2025 Reduced 26.8%
$38.4B
$1.94 Million 0.77% of portfolio
10,468
Q1 2025 Added 5.97%
$220B
$1.87 Million 0.74% of portfolio
14,099
Q1 2025 Reduced 0.54%
$0
$1.67 Million 0.66% of portfolio
75,772
Q1 2025 Reduced 11.06%
$149B
$1.66 Million 0.66% of portfolio
4,455
Q1 2025 Reduced 3.03%
$0
$1.5 Million 0.59% of portfolio
69,504
Q1 2025 Added 8.6%
$220B
$1.4 Million 0.56% of portfolio
4,497
Q1 2025 Reduced 0.6%
$439B
$1.32 Million 0.52% of portfolio
7,961
Q1 2025 Reduced 7.24%
$375B
$1.2 Million 0.47% of portfolio
7,017
Q1 2025 Added 5.85%
$267B
$1.07 Million 0.43% of portfolio
2,047
Q1 2025 Reduced 1.96%
$1.58T
$1 Million 0.4% of portfolio
1,739
Q1 2025 Reduced 12.22%
$0
$973,000 0.39% of portfolio
1,733
Q1 2025 Reduced 7.62%
$293B
$944,000 0.37% of portfolio
11,185
Q1 2025 Reduced 19.36%
$0
$854,000 0.34% of portfolio
3,108
Q1 2025 Added 6.77%
$301B
$837,000 0.33% of portfolio
11,689
Q1 2025 Added 4.47%
$47.1B
$831,000 0.33% of portfolio
6,506
Q1 2025 Added 0.15%
$88.6B
$675,000 0.27% of portfolio
2,835
Q1 2025 Reduced 5.09%
$27.3B
$651,000 0.26% of portfolio
12,058
Q1 2025 Added 1.52%
$1.14T
$640,000 0.25% of portfolio
4,139
Q1 2025 Reduced 12.48%
$95B
$636,000 0.25% of portfolio
10,019
Q1 2025 Reduced 2.94%
$31.4B
$613,000 0.24% of portfolio
10,486
Q2 2024 Added 38.81%
$201B
$615,000 0.24% of portfolio
4,106
Q1 2025 Reduced 13.67%
$76.6B
$610,000 0.24% of portfolio
2,523
Q1 2025 Added 42.3%
$253B
$550,000 0.22% of portfolio
2,214
Q1 2025 Added 30.16%
$195B
$526,000 0.21% of portfolio
18,603
Q1 2025 New
$0
$527,000 0.21% of portfolio
9,042
Q1 2025 Reduced 0.62%
$1.17T
$531,000 0.21% of portfolio
3,403
Q1 2025 Added 3.28%
$227B
$492,000 0.2% of portfolio
1,829
Q1 2025 Added 48.82%
$452B
$497,000 0.2% of portfolio
4,183
Q1 2025 Added 6.36%
$0
$515,000 0.2% of portfolio
1,427
Q1 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $252 Million
  • Prior Value $266 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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