Peachtree Investment Partners, LLC Portfolio Holdings

Peachtree Investment Partners, LLC

  • $254 Million
  • Q2 2024

Peachtree Investment Partners, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $254 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $39.2M, Apple Inc. with a value of $34M, Eli Lilly & CO with a value of $25.2M, Vanguard Index Fds S&P 500 ETF with a value of $14.8M, and Visa Inc. with a value of $13.2M.

Examining the 13F form we can see an increase of $7.76M in the current position value, from $247M to 254M.

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 $254 Million
Technology: $80.7 Million
Healthcare: $44.5 Million
ETFs: $42.6 Million
Consumer Cyclical: $28.5 Million
Financial Services: $27.8 Million
Consumer Defensive: $16.7 Million
Industrials: $9.84 Million
Communication Services: $2.48 Million
Other: $1.34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.03T
$39.2 Million 15.41% of portfolio
87,749
Q2 2024 Reduced 1.49%
$3.62T
$34 Million 13.38% of portfolio
161,630
Q2 2024 Reduced 1.96%
$788B
$25.2 Million 9.9% of portfolio
27,808
Q2 2024 Added 0.15%
$0
$14.8 Million 5.8% of portfolio
29,493
Q2 2024 Reduced 15.6%
$474B
$13.2 Million 5.2% of portfolio
50,368
Q2 2024 Reduced 0.08%
$387B
$12.8 Million 5.03% of portfolio
15,054
Q2 2024 Added 0.02%
$0
$12.4 Million 4.87% of portfolio
122,767
Q2 2024 Reduced 1.84%
$403B
$11.5 Million 4.52% of portfolio
33,412
Q2 2024 Reduced 3.74%
$71.9B
$8.59 Million 3.37% of portfolio
14,702
Q2 2024 Added 3.92%
$477B
$6.24 Million 2.45% of portfolio
14,153
Q2 2024 Reduced 0.21%
$1.9T
$5.99 Million 2.36% of portfolio
31,015
Q2 2024 Reduced 2.59%
$131B
$5.69 Million 2.24% of portfolio
51,713
Q2 2024 Reduced 0.06%
$0
$4.58 Million 1.8% of portfolio
8,423
Q2 2024 Reduced 0.47%
$651B
$4.14 Million 1.63% of portfolio
20,480
Q2 2024 Added 2.25%
$217B
$3.79 Million 1.49% of portfolio
12,477
Q2 2024 Reduced 37.75%
$120B
$3.62 Million 1.42% of portfolio
15,172
Q2 2024 Reduced 4.45%
$78.3B
$2.68 Million 1.05% of portfolio
6,158
Q2 2024 Reduced 0.5%
$0
$2.65 Million 1.04% of portfolio
4,592
Q2 2024 Reduced 8.36%
$587B
$2.62 Million 1.03% of portfolio
6,432
Q2 2024 Reduced 1.12%
$38.4B
$2.15 Million 0.84% of portfolio
11,599
Q2 2024 Reduced 4.27%
$135B
$1.78 Million 0.7% of portfolio
5,234
Q2 2024 Reduced 0.15%
$199B
$1.66 Million 0.65% of portfolio
16,007
Q2 2024 Reduced 3.3%
$418B
$1.44 Million 0.57% of portfolio
9,854
Q2 2024 Reduced 7.85%
$253B
$1.45 Million 0.57% of portfolio
10,179
Q2 2024 Added 34.54%
$215B
$1.42 Million 0.56% of portfolio
5,562
Q2 2024 Reduced 5.34%
$0
$1.35 Million 0.53% of portfolio
21,023
Q2 2024 Added 125.04%
$0
$1.33 Million 0.52% of portfolio
21,097
Q2 2024 Reduced 4.9%
$391B
$1.24 Million 0.49% of portfolio
7,516
Q2 2024 Reduced 2.68%
$528B
$1.17 Million 0.46% of portfolio
2,304
Q2 2024 Reduced 0.35%
$229B
$1.18 Million 0.46% of portfolio
7,163
Q2 2024 Reduced 7.25%
$0
$1.01 Million 0.4% of portfolio
1,839
Q2 2024 Added 62.6%
$97.2B
$995,000 0.39% of portfolio
13,212
Q2 2024 Reduced 5.18%
$48.5B
$938,000 0.37% of portfolio
6,455
Q2 2024 Added 0.08%
$1.27T
$828,000 0.33% of portfolio
1,644
Q2 2024 Added 25.59%
$0
$781,000 0.31% of portfolio
2,922
Q2 2024 Reduced 22.31%
$282B
$760,000 0.3% of portfolio
11,952
Q2 2024 Added 0.1%
$20.9B
$767,000 0.3% of portfolio
1,096
Q2 2024 Added 1.48%
$84.4B
$727,000 0.29% of portfolio
3,008
Q2 2024 Reduced 4.87%
$1.03T
$654,000 0.26% of portfolio
3,591
Q2 2024 Added 24.69%
$0
$658,000 0.26% of portfolio
11,260
Q2 2024 Added 0.75%
$1.05T
$606,000 0.24% of portfolio
3,307
Q2 2024 Added 0.03%
$132B
$620,000 0.24% of portfolio
1,978
Q2 2024 Added 5.32%
$487B
$616,000 0.24% of portfolio
5,357
Q2 2024 Added 116.53%
$47.4B
$575,000 0.23% of portfolio
2,562
Q2 2024 Reduced 0.58%
$23.2B
$575,000 0.23% of portfolio
11,803
Q2 2024 Added 0.32%
$27.8B
$523,000 0.21% of portfolio
10,486
Q2 2024 Added 38.81%
$0
$505,000 0.2% of portfolio
3,356
Q2 2024 Added 62.75%
$138B
$508,000 0.2% of portfolio
2,382
Q2 2024 Added 0.38%
$0
$518,000 0.2% of portfolio
1,422
Q2 2024 Reduced 41.26%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $254 Million
  • Prior Value $247 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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