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 Market Cap. of $200 Billions or more