Peachtree Investment Partners, LLC Portfolio Holdings

Peachtree Investment Partners, LLC

  • $265 Million
  • Q3 2024

Peachtree Investment Partners, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $265 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.6M, Microsoft Corp with a value of $37M, Eli Lilly & CO with a value of $24.5M, Vanguard Index Fds S&P 500 ETF with a value of $15.3M, and Visa Inc. with a value of $13.8M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $254M to 265M.

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 $265 Million
Technology: $83.5 Million
ETFs: $45.6 Million
Healthcare: $42.3 Million
Consumer Cyclical: $31.2 Million
Financial Services: $30.4 Million
Consumer Defensive: $17.1 Million
Industrials: $11.1 Million
Communication Services: $2.74 Million
Other: $1.39 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$37.6 Million 14.17% of portfolio
161,447
Q3 2024 Reduced 0.11%
$3.1T
$37 Million 13.96% of portfolio
86,095
Q3 2024 Reduced 1.88%
$716B
$24.5 Million 9.22% of portfolio
27,611
Q3 2024 Reduced 0.71%
$503B
$13.8 Million 5.19% of portfolio
50,119
Q3 2024 Reduced 0.49%
$409B
$13.6 Million 5.11% of portfolio
33,462
Q3 2024 Added 0.15%
$411B
$13.3 Million 5.0% of portfolio
14,956
Q3 2024 Reduced 0.65%
$89.3B
$7.1 Million 2.67% of portfolio
14,361
Q3 2024 Reduced 2.32%
$489B
$7 Million 2.64% of portfolio
14,172
Q3 2024 Added 0.13%
$139B
$6.21 Million 2.34% of portfolio
52,805
Q3 2024 Added 2.11%
$2.07T
$5.81 Million 2.19% of portfolio
31,203
Q3 2024 Added 0.61%
$706B
$4.24 Million 1.6% of portfolio
20,137
Q3 2024 Reduced 1.67%
$225B
$4.23 Million 1.59% of portfolio
11,972
Q3 2024 Reduced 4.05%
$124B
$3.94 Million 1.48% of portfolio
14,229
Q3 2024 Reduced 6.22%
$75.7B
$3.26 Million 1.23% of portfolio
6,180
Q3 2024 Added 0.36%
$610B
$3.11 Million 1.17% of portfolio
6,752
Q3 2024 Added 4.98%
$364B
$3 Million 1.13% of portfolio
24,708
Q3 2024 Reduced 4.97%
$146B
$1.82 Million 0.68% of portfolio
5,026
Q3 2024 Reduced 3.97%
$203B
$1.71 Million 0.64% of portfolio
15,012
Q3 2024 Reduced 6.22%
$400B
$1.57 Million 0.59% of portfolio
9,698
Q3 2024 Reduced 1.58%
$214B
$1.57 Million 0.59% of portfolio
5,148
Q3 2024 Reduced 7.44%
$562B
$1.28 Million 0.48% of portfolio
2,194
Q3 2024 Reduced 4.77%
$405B
$1.26 Million 0.47% of portfolio
7,280
Q3 2024 Reduced 3.14%
$48.4B
$1.07 Million 0.4% of portfolio
7,113
Q3 2024 Added 10.19%
$92.4B
$1.06 Million 0.4% of portfolio
12,012
Q3 2024 Reduced 9.08%
$1.27T
$1.03 Million 0.39% of portfolio
1,803
Q3 2024 Added 9.67%
$219B
$1.02 Million 0.38% of portfolio
5,992
Q3 2024 Reduced 16.35%
$22.2B
$785,000 0.3% of portfolio
3,816
Q3 2024 Added 248.18%
$272B
$792,000 0.3% of portfolio
11,032
Q3 2024 Reduced 7.7%
$1.06T
$738,000 0.28% of portfolio
4,452
Q3 2024 Added 23.98%
$90.9B
$709,000 0.27% of portfolio
2,854
Q3 2024 Reduced 5.12%
$144B
$645,000 0.24% of portfolio
1,948
Q3 2024 Reduced 1.52%
$24.3B
$598,000 0.23% of portfolio
11,837
Q3 2024 Added 0.29%
$140B
$607,000 0.23% of portfolio
1,040
Q3 2024 Added 27.45%
$46.8B
$606,000 0.23% of portfolio
2,549
Q3 2024 Reduced 0.51%
$238B
$571,000 0.22% of portfolio
4,802
Q3 2024 Reduced 52.82%
$1.08T
$546,000 0.21% of portfolio
3,269
Q3 2024 Reduced 1.15%
$28.3B
$547,000 0.21% of portfolio
10,486
Q2 2024 Added 38.81%
$501B
$546,000 0.21% of portfolio
4,662
Q3 2024 Reduced 12.97%
$192B
$552,000 0.21% of portfolio
2,501
Q3 2024 New
$152B
$451,000 0.17% of portfolio
2,186
Q3 2024 Reduced 8.23%
$10.7B
$464,000 0.17% of portfolio
29,893
Q4 2023 Added 1.38%
$189B
$419,000 0.16% of portfolio
10,050
Q3 2024 Reduced 0.5%
$247B
$412,000 0.16% of portfolio
3,629
Q3 2024 Reduced 6.23%
$215B
$382,000 0.14% of portfolio
1,409
Q3 2024 Added 57.78%
$58.3B
$373,000 0.14% of portfolio
192
Q3 2024 New
$170B
$377,000 0.14% of portfolio
1,358
Q3 2024 Added 0.07%
$47.2B
$353,000 0.13% of portfolio
2,520
Q3 2023 Added 0.8%
$163B
$336,000 0.13% of portfolio
1,244
Q3 2024 Reduced 7.85%
$7.93B
$347,000 0.13% of portfolio
3,575
Q3 2023 Added 0.73%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $265 Million
  • Prior Value $254 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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