Peachtree Investment Partners, LLC Reduced Holdings in Q4 2024

Peachtree Investment Partners, LLC

  • $266 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.98K
- 7.19%
$727.2 - $932.06 $1.44M - $1.85M
25.6K $19.8M
MSFT
Microsoft Corp

Technology
-3.58K
- 4.16%
$406.35 - $454.46 $1.45M - $1.63M
82.5K $34.8M
HD
Home Depot, Inc.

Consumer Cyclical
-1.49K
- 4.46%
$385.02 - $431.37 $575K - $644K
32K $12.4M
NOC
Northrop Grumman Corp

Industrials
-626
- 10.13%
$466.52 - $543.88 $292K - $340K
5.55K $2.61M
CTAS
Cintas Corp

Industrials
-1.44K
- 37.66%
$182.7 - $226.47 $263K - $325K
2.38K $434K
JNJ
Johnson & Johnson

Healthcare
-1.12K
- 11.51%
$143.34 - $165.86 $160K - $185K
8.58K $1.24M
PEP
Pepsico Inc

Consumer Defensive
-1.24K
- 20.63%
$151.29 - $176.1 $187K - $218K
4.76K $723K
NKE
Nike, Inc.

Consumer Cyclical
-1.69K
- 14.07%
$73.36 - $89.13 $124K - $151K
10.3K $781K
MCD
Mcdonalds Corp

Consumer Cyclical
-624
- 12.12%
$288.47 - $316.54 $180K - $198K
4.52K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
-106
- 4.83%
$485.52 - $625.25 $51.5K - $66.3K
2.09K $1.06M
IBM
International Business Machines Corp

Technology
-800
- 31.99%
$204.9 - $238.04 $164K - $190K
1.7K $373K
LHX
L3 Harris Technologies, Inc.

Industrials
-442
- 17.34%
$208.94 - $264.22 $92.4K - $117K
2.11K $443K
SYK
Stryker Corp

Healthcare
-432
- 8.6%
$345.14 - $392.15 $149K - $169K
4.59K $1.65M
ABC
Amerisourcebergen Corp

Healthcare
-833
- 7.78%
N/A
9.88K $1.83M
PG
Procter & Gamble CO

Consumer Defensive
-651
- 8.94%
$161.05 - $179.7 $105K - $117K
6.63K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-215
- 3.18%
$442.29 - $483.08 $95.1K - $104K
6.54K $2.96M
XOM
Exxon Mobil Corp

Energy
-729
- 15.64%
$105.51 - $125.37 $76.9K - $91.4K
3.93K $423K
ACN
Accenture PLC

Technology
-273
- 2.28%
$343.9 - $376.86 $93.9K - $103K
11.7K $4.12M
ABT
Abbott Laboratories

Healthcare
-836
- 5.57%
$111.93 - $119.39 $93.6K - $99.8K
14.2K $1.6M
ROST
Ross Stores, Inc.

Consumer Cyclical
-617
- 8.67%
$138.59 - $156.61 $85.5K - $96.6K
6.5K $982K
VPU
Vanguard Utilities ETF

ETFs
-480
- 78.69%
$160.52 - $179.11 $77K - $86K
130 $21K
MRK
Merck & Co., Inc.

Healthcare
-326
- 8.98%
$96.31 - $114.76 $31.4K - $37.4K
3.3K $328K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-84
- 2.32%
$59.25 - $72.99 $4.98K - $6.13K
3.54K $211K
HON
Honeywell International Inc

Industrials
-396
- 18.12%
$202.84 - $236.0 $80.3K - $93.5K
1.79K $404K
IWY
Ishares Tr Russell 200 Growth

ETFs
-250
- 20.16%
$216.72 - $244.71 $54.2K - $61.2K
990 $232K
NSC
Norfolk Southern Corp

Industrials
-32
- 2.7%
$230.6 - $277.0 $7.38K - $8.86K
1.15K $270K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-167
- 5.41%
$71.75 - $75.11 $12K - $12.5K
2.92K $209K
DUK
Duke Energy Corp

Utilities
-10
- 0.37%
$105.76 - $120.76 $1.06K - $1.21K
2.68K $288K
COST
Costco Wholesale Corp

Consumer Defensive
-507
- 3.39%
$873.59 - $994.69 $443K - $504K
14.4K $13.2M
AXP
American Express CO

Financial Services
-180
- 12.78%
$267.35 - $305.57 $48.1K - $55K
1.23K $364K
YUM
Yum Brands Inc

Consumer Cyclical
-38
- 1.75%
$130.36 - $139.54 $4.95K - $5.3K
2.13K $285K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-236
- 2.53%
$61.68 - $67.87 $14.6K - $16K
9.1K $566K
TFC
Truist Financial Corp

Financial Services
-175
- 2.6%
$41.51 - $48.1 $7.26K - $8.42K
6.55K $284K
VTI
Vanguard Total Stock Market Et

ETFs
-32
- 1.09%
$280.04 - $302.45 $8.96K - $9.68K
2.91K $843K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.27K
- 2.4%
$112.15 - $127.2 $142K - $161K
51.5K $6.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
-120
- 1.5%
$567.81 - $607.81 $68.1K - $72.9K
7.9K $4.63M
FHN
First Horizon Corp

Financial Services
-4.86K
- 16.26%
$14.91 - $21.42 $72.5K - $104K
25K $504K
ADP
Automatic Data Processing Inc

Industrials
-204
- 1.43%
$280.08 - $307.97 $57.1K - $62.8K
14K $4.11M
MA
Mastercard Inc

Financial Services
-129
- 0.91%
$491.3 - $536.15 $63.4K - $69.2K
14K $7.39M
JPM
Jpmorgan Chase & CO

Financial Services
-559
- 2.78%
$205.18 - $250.29 $115K - $140K
19.6K $4.69M
MCK
Mckesson Corp

Healthcare
-545
- 3.8%
$482.27 - $628.5 $263K - $343K
13.8K $7.87M
V
Visa Inc.

Financial Services
-442
- 0.88%
$273.87 - $320.91 $121K - $142K
49.7K $15.7M
AAPL
Apple Inc.

Technology
-1.48K
- 0.91%
$221.69 - $259.02 $327K - $382K
160K $40.1M
Activity Summary
Buys All Purchases 46 New Holdings 9 Increased Positions 37 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Peachtree Investment Partners, LLC Portfolio

Follow Peachtree Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peachtree Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peachtree Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email