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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.3B
$471,000 0.19% of portfolio
29,893
Q4 2023 Added 1.38%
$7.38B
$273,000 0.11% of portfolio
3,575
Q3 2023 Added 0.73%

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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