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
$87.6B
$309,000 0.12% of portfolio
2,687
Q3 2024 Added 2.13%
$61.3B
$287,000 0.11% of portfolio
6,729
Q3 2024 Reduced 6.46%
$67.2B
$281,000 0.11% of portfolio
1,403
Q3 2024 New
$37.8B
$302,000 0.11% of portfolio
2,169
Q3 2024 Reduced 9.47%
$201B
$281,000 0.11% of portfolio
455
Q3 2024 New
$59.9B
$293,000 0.11% of portfolio
1,183
Q3 2024 Added 0.42%
$34.7B
$277,000 0.1% of portfolio
2,662
Q3 2024 Added 0.41%
$117B
$261,000 0.1% of portfolio
906
Q3 2024 New
$11.7B
$253,000 0.1% of portfolio
4,061
Q3 2024 Added 0.97%
$88.3B
$267,000 0.1% of portfolio
3,625
Q3 2024 Added 0.53%
$96.9B
$248,000 0.09% of portfolio
478
Q3 2024 Added 0.21%
$297B
$242,000 0.09% of portfolio
1,228
Q3 2024 New
$222B
$243,000 0.09% of portfolio
1,487
Q3 2024 Added 19.53%
$88.7B
$233,000 0.09% of portfolio
370
Q3 2024 Reduced 11.9%
$154B
$206,000 0.08% of portfolio
642
Q3 2024 New
$177B
$225,000 0.08% of portfolio
1,160
Q3 2024 Added 0.52%
$150B
$206,000 0.08% of portfolio
815
Q3 2024 New

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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