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
$259B
$479,000 0.19% of portfolio
3,870
Q2 2024 Reduced 9.07%
$9.3B
$471,000 0.19% of portfolio
29,893
Q4 2023 Added 1.38%
$192B
$395,000 0.16% of portfolio
10,100
Q2 2024 Reduced 14.52%
$143B
$381,000 0.15% of portfolio
816
Q2 2024 Added 1.12%
$0
$394,000 0.15% of portfolio
2,000
Q2 2024 Reduced 6.98%
$179B
$339,000 0.13% of portfolio
1,357
Q2 2024 Added 0.07%
$40.6B
$329,000 0.13% of portfolio
2,520
Q3 2023 Added 0.8%
$163B
$297,000 0.12% of portfolio
1,350
Q2 2024 Reduced 22.99%
$37.3B
$317,000 0.12% of portfolio
2,396
Q2 2024 Reduced 7.49%
$0
$274,000 0.11% of portfolio
3,632
Q4 2021 Reduced 36.27%
$7.38B
$273,000 0.11% of portfolio
3,575
Q3 2023 Added 0.73%
$57.1B
$279,000 0.11% of portfolio
7,194
Q2 2024 Reduced 5.45%
$0
$271,000 0.11% of portfolio
5,190
Q2 2024 Reduced 1.39%
$58B
$252,000 0.1% of portfolio
1,178
Q2 2024 Reduced 1.83%
$98.7B
$258,000 0.1% of portfolio
477
Q2 2024 Reduced 2.25%
$0
$255,000 0.1% of portfolio
814
Q1 2024 Reduced 0.12%
$89B
$220,000 0.09% of portfolio
1,209
Q2 2024 New
$0
$221,000 0.09% of portfolio
3,080
Q2 2024 Added 5.48%
$177B
$224,000 0.09% of portfolio
1,154
Q2 2024 Added 0.52%
$36.1B
$237,000 0.09% of portfolio
2,651
Q2 2024 Added 0.45%
$11.5B
$221,000 0.09% of portfolio
4,022
Q2 2024 New
$93.8B
$235,000 0.09% of portfolio
3,606
Q2 2024 Added 0.06%
$81.5B
$212,000 0.08% of portfolio
420
Q2 2024 Reduced 2.1%
$202B
$206,000 0.08% of portfolio
893
Q2 2024 New
$233B
$201,000 0.08% of portfolio
1,244
Q2 2024 Reduced 58.38%
$0
$152,000 0.06% of portfolio
1,727
Q2 2024 Added 0.12%
$0
$128,000 0.05% of portfolio
489
Q2 2024 Reduced 18.23%
$0
$95,000 0.04% of portfolio
1,230
Q1 2024 Added 0.74%
$0
$65,000 0.03% of portfolio
512
Q2 2024 Added 0.2%
$0
$17,000 0.01% of portfolio
82
Q2 2024 Added 2.5%
$0
$30,000 0.01% of portfolio
104
Q4 2023 Added 0.97%
$0
$34,000 0.01% of portfolio
700
Q4 2020 New
$0
$29,000 0.01% of portfolio
198
Q1 2021 New
$0
$29,000 0.01% of portfolio
650
Q4 2020 New
$0
$22,000 0.01% of portfolio
112
Q1 2024 Added 0.9%
$0
$34,000 0.01% of portfolio
195
Q4 2023 Added 0.52%
$0
$11,000 0.0% of portfolio
50
Q1 2024 New
$0
$5,000 0.0% of portfolio
72
Q4 2023 Added 1.41%
$0
$10,000 0.0% of portfolio
57
Q4 2023 Added 1.79%
$0
$8,000 0.0% of portfolio
122
Q2 2024 Added 3.39%
$0
$9,000 0.0% of portfolio
118
Q2 2024 Added 3.51%
$0
$2,000 0.0% of portfolio
19
Q3 2023 New
American Lithium Corp
-
$0 0.0% of portfolio
-
Q1 2024 New
$0
$8,000 0.0% of portfolio
80
Q2 2024 Added 19.4%
$0
$10,000 0.0% of portfolio
41
Q3 2023 Reduced 8.89%
$0
$11,000 0.0% of portfolio
32
Q3 2023 New

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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