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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.3 Million 5.78% of portfolio
29,074
Q3 2024 Reduced 1.42%
$0
$13.7 Million 5.17% of portfolio
131,818
Q3 2024 Added 7.37%
$0
$4.6 Million 1.74% of portfolio
8,024
Q3 2024 Reduced 4.74%
$0
$2.88 Million 1.08% of portfolio
4,902
Q3 2024 Added 6.75%
$0
$1.46 Million 0.55% of portfolio
21,526
Q3 2024 Added 2.39%
$0
$1.41 Million 0.53% of portfolio
21,168
Q3 2024 Added 0.34%
$0
$1.06 Million 0.4% of portfolio
1,843
Q3 2024 Added 0.22%
$0
$833,000 0.31% of portfolio
2,943
Q3 2024 Added 0.72%
$0
$581,000 0.22% of portfolio
9,334
Q3 2024 Reduced 17.1%
$0
$534,000 0.2% of portfolio
1,424
Q3 2024 Added 0.14%
$0
$430,000 0.16% of portfolio
2,838
Q3 2024 Reduced 15.44%
$0
$401,000 0.15% of portfolio
2,000
Q2 2024 Reduced 6.98%
$0
$288,000 0.11% of portfolio
5,221
Q3 2024 Added 0.6%
$0
$288,000 0.11% of portfolio
3,632
Q4 2021 Reduced 36.27%
$0
$272,000 0.1% of portfolio
1,240
Q3 2024 New
$0
$262,000 0.1% of portfolio
814
Q1 2024 Reduced 0.12%
$0
$165,000 0.06% of portfolio
1,805
Q3 2024 Added 4.52%
$0
$139,000 0.05% of portfolio
490
Q3 2024 Added 0.2%
$0
$106,000 0.04% of portfolio
610
Q3 2024 New
$0
$117,000 0.04% of portfolio
1,395
Q3 2024 Added 13.41%
$0
$80,000 0.03% of portfolio
1,000
Q3 2024 New
$0
$71,000 0.03% of portfolio
514
Q3 2024 Added 0.39%
$0
$50,000 0.02% of portfolio
265
Q3 2024 Added 35.9%
$0
$40,000 0.02% of portfolio
242
Q3 2024 Added 22.22%
$0
$35,000 0.01% of portfolio
700
Q4 2020 New
$0
$19,000 0.01% of portfolio
84
Q3 2024 Added 2.44%
$0
$30,000 0.01% of portfolio
650
Q4 2020 New
$0
$32,000 0.01% of portfolio
104
Q4 2023 Added 0.97%
$0
$36,000 0.01% of portfolio
165
Q3 2024 Added 47.32%
$0
$8,000 0.0% of portfolio
127
Q3 2024 Added 4.1%
$0
$2,000 0.0% of portfolio
19
Q3 2023 New
$0
$9,000 0.0% of portfolio
122
Q3 2024 Added 3.39%
$0
$11,000 0.0% of portfolio
57
Q4 2023 Added 1.79%
$0
$11,000 0.0% of portfolio
67
Q3 2024 New
$0
$1,000 0.0% of portfolio
15
Q3 2024 New
$0
$4,000 0.0% of portfolio
44
Q3 2024 New
$0
$12,000 0.0% of portfolio
32
Q3 2023 New
$0
$11,000 0.0% of portfolio
41
Q3 2023 Reduced 8.89%
$0
$13,000 0.0% of portfolio
50
Q1 2024 New
$0
$5,000 0.0% of portfolio
72
Q4 2023 Added 1.41%
$0
$7,000 0.0% of portfolio
67
Q3 2024 Reduced 16.25%
$0
$0 0.0% of portfolio
8
Q3 2024 New
$0
$2,000 0.0% of portfolio
24
Q3 2024 New
$0
$0 0.0% of portfolio
7
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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