Peachtree Investment Partners, LLC Portfolio Holdings

Peachtree Investment Partners, LLC

  • $266 Million
  • Q4 2024

Peachtree Investment Partners, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $266 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.1M, Microsoft Corp with a value of $34.8M, Eli Lilly & CO with a value of $19.8M, Vanguard Index Fds S&P 500 ETF with a value of $17.5M, and Visa Inc. with a value of $15.7M.

Examining the 13F form we can see an increase of $1.12M in the current position value, from $265M to 266M.

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 $266 Million
Technology: $85.3 Million
ETFs: $50.4 Million
Healthcare: $35.7 Million
Financial Services: $32.7 Million
Consumer Cyclical: $31.2 Million
Consumer Defensive: $16.8 Million
Industrials: $9.9 Million
Communication Services: $3.3 Million
Other: $1.17 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $266 Million
  • Prior Value $265 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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