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 $200 Billions or more
