Peachtree Investment Partners, LLC Portfolio Holdings

Peachtree Investment Partners, LLC

  • $266 Million
  • Q4 2024

Peachtree Investment Partners, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $266 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.1M, Microsoft Corp with a value of $34.8M, Eli Lilly & CO with a value of $19.8M, Vanguard Index Fds S&P 500 ETF with a value of $17.5M, and Visa Inc. with a value of $15.7M.

Examining the 13F form we can see an increase of $1.12M in the current position value, from $265M to 266M.

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 $266 Million
Technology: $85.3 Million
ETFs: $50.4 Million
Healthcare: $35.7 Million
Financial Services: $32.7 Million
Consumer Cyclical: $31.2 Million
Consumer Defensive: $16.8 Million
Industrials: $9.9 Million
Communication Services: $3.3 Million
Other: $1.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$40.1 Million 15.03% of portfolio
159,971
Q4 2024 Reduced 0.91%
$2.84T
$34.8 Million 13.05% of portfolio
82,515
Q4 2024 Reduced 4.16%
$783B
$19.8 Million 7.42% of portfolio
25,627
Q4 2024 Reduced 7.19%
$543B
$15.7 Million 5.89% of portfolio
49,677
Q4 2024 Reduced 0.88%
$412B
$13.2 Million 4.97% of portfolio
14,449
Q4 2024 Reduced 3.39%
$377B
$12.4 Million 4.67% of portfolio
31,968
Q4 2024 Reduced 4.46%
$93.9B
$7.87 Million 2.95% of portfolio
13,816
Q4 2024 Reduced 3.8%
$502B
$7.39 Million 2.77% of portfolio
14,043
Q4 2024 Reduced 0.91%
$2T
$7.19 Million 2.7% of portfolio
32,786
Q4 2024 Added 5.07%
$135B
$6.23 Million 2.34% of portfolio
51,537
Q4 2024 Reduced 2.4%
$672B
$4.69 Million 1.76% of portfolio
19,578
Q4 2024 Reduced 2.78%
$121B
$4.11 Million 1.54% of portfolio
14,025
Q4 2024 Reduced 1.43%
$207B
$4.12 Million 1.54% of portfolio
11,699
Q4 2024 Reduced 2.28%
$271B
$3.82 Million 1.43% of portfolio
28,435
Q4 2024 Added 15.08%
$646B
$2.96 Million 1.11% of portfolio
6,537
Q4 2024 Reduced 3.18%
$76B
$2.61 Million 0.98% of portfolio
5,554
Q4 2024 Reduced 10.13%
$138B
$1.65 Million 0.62% of portfolio
4,594
Q4 2024 Reduced 8.6%
$232B
$1.6 Million 0.6% of portfolio
14,176
Q4 2024 Reduced 5.57%
$226B
$1.31 Million 0.49% of portfolio
4,524
Q4 2024 Reduced 12.12%
$434B
$1.24 Million 0.47% of portfolio
8,582
Q4 2024 Reduced 11.51%
$1.36T
$1.17 Million 0.44% of portfolio
1,981
Q4 2024 Added 9.87%
$410B
$1.11 Million 0.42% of portfolio
6,629
Q4 2024 Reduced 8.94%
$455B
$1.06 Million 0.4% of portfolio
2,088
Q4 2024 Reduced 4.83%
$153B
$1.05 Million 0.39% of portfolio
13,870
Q4 2024 New
$44.6B
$982,000 0.37% of portfolio
6,496
Q4 2024 Reduced 8.67%
$980B
$895,000 0.34% of portfolio
4,729
Q4 2024 Added 6.22%
$79.9B
$833,000 0.31% of portfolio
2,987
Q4 2024 Added 4.66%
$93.4B
$781,000 0.29% of portfolio
10,322
Q4 2024 Reduced 14.07%
$210B
$723,000 0.27% of portfolio
4,756
Q4 2024 Reduced 20.63%
$307B
$696,000 0.26% of portfolio
11,189
Q4 2024 Added 1.42%
$112B
$646,000 0.24% of portfolio
1,948
Q3 2024 Reduced 1.52%
$1.01T
$627,000 0.24% of portfolio
3,295
Q4 2024 Added 0.8%
$29.1B
$551,000 0.21% of portfolio
10,486
Q2 2024 Added 38.81%
$25.6B
$550,000 0.21% of portfolio
11,877
Q4 2024 Added 0.34%
$9.76B
$504,000 0.19% of portfolio
25,031
Q4 2024 Reduced 16.26%
$43.5B
$495,000 0.19% of portfolio
249
Q4 2024 Added 29.69%
$40.6B
$443,000 0.17% of portfolio
2,107
Q4 2024 Reduced 17.34%
$455B
$423,000 0.16% of portfolio
3,933
Q4 2024 Reduced 15.64%
$20B
$434,000 0.16% of portfolio
2,379
Q4 2024 Reduced 37.66%
$43.1B
$436,000 0.16% of portfolio
2,520
Q3 2023 Added 0.8%
$140B
$404,000 0.15% of portfolio
1,790
Q4 2024 Reduced 18.12%
$123B
$403,000 0.15% of portfolio
830
Q4 2024 Reduced 20.19%
$158B
$379,000 0.14% of portfolio
10,125
Q4 2024 Added 0.75%
$191B
$364,000 0.14% of portfolio
1,229
Q4 2024 Reduced 12.78%
$223B
$373,000 0.14% of portfolio
1,701
Q4 2024 Reduced 31.99%
$6.85B
$355,000 0.13% of portfolio
3,575
Q3 2023 Added 0.73%
$77B
$351,000 0.13% of portfolio
1,516
Q4 2024 Added 28.91%
$73.2B
$356,000 0.13% of portfolio
1,773
Q4 2024 Added 26.37%
$150B
$311,000 0.12% of portfolio
1,358
Q3 2024 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $266 Million
  • Prior Value $265 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
Track This Portfolio

Track Peachtree Investment Partners, LLC Portfolio

Follow Peachtree Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peachtree Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peachtree Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email