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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.58B
$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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