Latest Peachtree Investment Partners, LLC Stock Portfolio
$247Million
Equity Portfolio Value
Last Reported on: 10 May, 2024
About Peachtree Investment Partners, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Peachtree Investment Partners, LLC reported an equity portfolio of $247.4 Millions as of 31 Mar, 2024.
The top stock holdings of Peachtree Investment Partners, LLC are MSFT, AAPL, LLY. The fund has invested 15.2% of it's portfolio in MICROSOFT CORP and 11.4% of portfolio in APPLE INC.
The fund managers got completely rid off CSX CORP (CSX), GENUINE PARTS CO (GPC) and BLACKROCK INC (BLK) stocks. They significantly reduced their stock positions in HERSHEY CO (HSY), TEXAS INSTRS INC (TXN) and UNITEDHEALTH GROUP INC (UNH). Peachtree Investment Partners, LLC opened new stock positions in META PLATFORMS INC (META), ADVANCED MICRO DEVICES INC (AMD) and PARKER-HANNIFIN CORP (PH). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), NOVO-NORDISK A S (NVO) and NVIDIA CORPORATION (NVDA).
The top stock holdings of Peachtree Investment Partners, LLC are MSFT, AAPL, LLY. The fund has invested 15.2% of it's portfolio in MICROSOFT CORP and 11.4% of portfolio in APPLE INC.
The fund managers got completely rid off CSX CORP (CSX), GENUINE PARTS CO (GPC) and BLACKROCK INC (BLK) stocks. They significantly reduced their stock positions in HERSHEY CO (HSY), TEXAS INSTRS INC (TXN) and UNITEDHEALTH GROUP INC (UNH). Peachtree Investment Partners, LLC opened new stock positions in META PLATFORMS INC (META), ADVANCED MICRO DEVICES INC (AMD) and PARKER-HANNIFIN CORP (PH). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), NOVO-NORDISK A S (NVO) and NVIDIA CORPORATION (NVDA).
New Buys
| Ticker | $ Bought |
|---|---|
| META PLATFORMS INC | 635,672 |
| ADVANCED MICRO DEVICES INC | 539,489 |
| PARKER-HANNIFIN CORP | 238,434 |
| VANGUARD INDEX FDS | 27,167 |
| VANGUARD WORLD FD | 12,208 |
| AMERICAN LITHIUM CORP | 6,800 |
New stocks bought by Peachtree Investment Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 332 |
| NOVO-NORDISK A S | 241 |
| NVIDIA CORPORATION | 109 |
| EATON CORP PLC | 48.46 |
| ALPHABET INC | 46.54 |
| MARRIOTT INTL INC NEW | 43.79 |
| ISHARES TR | 41.38 |
| VANGUARD INDEX FDS | 14.49 |
Additions to existing portfolio by Peachtree Investment Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| HERSHEY CO | -74.88 |
| TEXAS INSTRS INC | -71.93 |
| UNITEDHEALTH GROUP INC | -63.69 |
| DANAHER CORPORATION | -62.4 |
| ELEVANCE HEALTH INC | -59.06 |
| LOWES COS INC | -55.88 |
| NORFOLK SOUTHN CORP | -55.59 |
| CONSOLIDATED EDISON INC | -53.1 |
Peachtree Investment Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CSX CORP | -546,818 |
| PRICE T ROWE GROUP INC | -396,101 |
| GENUINE PARTS CO | -422,465 |
| CONOCOPHILLIPS | -239,113 |
| CHEVRON CORP NEW | -283,655 |
| AVERY DENNISON CORP | -354,184 |
| ABBVIE INC | -263,275 |
| WASTE MGMT INC DEL | -283,194 |
Peachtree Investment Partners, LLC got rid off the above stocks
Current Stock Holdings of Peachtree Investment Partners, LLC
Last Reported on: 10 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.43 | 164,869 | 28,271,700 | REDUCED | -7.96 | |
| ABBV | ABBVIE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ABC | CENCORA INC | 1.19 | 12,117 | 2,944,320 | ADDED | 9.04 | |
| ABT | ABBOTT LABS | 0.76 | 16,554 | 1,881,580 | REDUCED | -15.42 | |
| ACN | ACCENTURE PLC IRELAND | 2.81 | 20,043 | 6,947,140 | REDUCED | -10.38 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 1.60 | 15,878 | 3,965,280 | REDUCED | -17.4 | |
| AGG | ISHARES TR | 0.33 | 2,421 | 815,946 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.27 | 11,176 | 678,836 | ADDED | 332 | |
| AGG | ISHARES TR | 0.24 | 1,131 | 594,741 | ADDED | 41.38 | |
| AGG | ISHARES TR | 0.11 | 2,062 | 278,491 | REDUCED | -19.48 | |
| AGG | ISHARES TR | 0.06 | 598 | 161,877 | REDUCED | -19.41 | |
| AGG | ISHARES TR | 0.06 | 1,725 | 157,442 | REDUCED | -12.3 | |
| AGG | ISHARES TR | 0.03 | 511 | 66,815 | ADDED | 0.2 | |
| AGG | ISHARES TR | 0.01 | 195 | 34,948 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.01 | 104 | 29,905 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.01 | 112 | 23,449 | ADDED | 0.9 | |
| AGG | ISHARES TR | 0.00 | 57.00 | 10,614 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.00 | 67.00 | 7,405 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.00 | 19.00 | 2,169 | UNCHANGED | 0.00 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.22 | 2,989 | 539,489 | NEW | ||
| AMZN | AMAZON COM INC | 2.32 | 31,841 | 5,743,480 | REDUCED | -4.01 | |
| APD | AIR PRODS & CHEMS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AVY | AVERY DENNISON CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.16 | 2,150 | 392,784 | REDUCED | -21.82 | |
| BIV | VANGUARD BD INDEX FDS | 0.09 | 2,920 | 212,073 | UNCHANGED | 0.00 | |
| BIV | VANGUARD BD INDEX FDS | 0.00 | 114 | 8,742 | ADDED | 2.7 | |
| BLK | BLACKROCK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.11 | 3,632 | 278,246 | UNCHANGED | 0.00 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 118 | 8,090 | ADDED | 2.61 | |
| CMCSA | COMCAST CORP NEW | 0.21 | 11,815 | 512,180 | UNCHANGED | 0.00 | |
| COP | CONOCOPHILLIPS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| COST | COSTCO WHSL CORP NEW | 4.46 | 15,051 | 11,027,200 | REDUCED | -5.9 | |
| CSX | CSX CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CTAS | CINTAS CORP | 0.30 | 1,080 | 741,925 | ADDED | 0.93 | |
| CVX | CHEVRON CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DFS | DISCOVER FINL SVCS | 0.13 | 2,520 | 330,295 | UNCHANGED | 0.00 | |
| DHR | DANAHER CORPORATION | 0.14 | 1,356 | 338,711 | REDUCED | -62.4 | |
| DUK | DUKE ENERGY CORP NEW | 0.10 | 2,609 | 252,289 | REDUCED | -6.72 | |
| ED | CONSOLIDATED EDISON INC | 0.10 | 2,639 | 239,660 | REDUCED | -53.1 | |
| EDV | VANGUARD WORLD FD | 0.09 | 814 | 233,250 | REDUCED | -0.12 | |
| ELV | ELEVANCE HEALTH INC | 0.10 | 488 | 253,096 | REDUCED | -59.06 | |
| ETN | EATON CORP PLC | 0.24 | 1,878 | 587,213 | ADDED | 48.46 | |
| FHN | FIRST HORIZON CORPORATION | 0.19 | 29,893 | 460,347 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 4.69 | 125,072 | 11,596,700 | ADDED | 10.16 | |
| FNDA | SCHWAB STRATEGIC TR | 0.55 | 22,184 | 1,354,310 | REDUCED | -9.4 | |
| FNDA | SCHWAB STRATEGIC TR | 0.23 | 9,342 | 579,754 | ADDED | 4.97 | |
| FNDA | SCHWAB STRATEGIC TR | 0.11 | 5,263 | 266,676 | ADDED | 0.3 | |
| FNDA | SCHWAB STRATEGIC TR | 0.04 | 1,230 | 99,186 | ADDED | 0.74 | |
| FNDA | SCHWAB STRATEGIC TR | 0.01 | 700 | 34,335 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 0.01 | 650 | 29,900 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 0.00 | 72.00 | 5,850 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 0.00 | 0.00 | 28.00 | SOLD OFF | ||
| GOOG | ALPHABET INC | 0.20 | 3,306 | 503,344 | ADDED | 46.54 | |
| GOOG | ALPHABET INC | 0.18 | 2,880 | 434,678 | REDUCED | -8.43 | |
| GPC | GENUINE PARTS CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| HD | HOME DEPOT INC | 5.38 | 34,710 | 13,314,600 | REDUCED | -4.34 | |
| HON | HONEYWELL INTL INC | 0.20 | 2,373 | 487,036 | REDUCED | -0.92 | |
| HSY | HERSHEY CO | 0.09 | 1,090 | 211,911 | REDUCED | -74.88 | |
| JNJ | JOHNSON & JOHNSON | 0.68 | 10,694 | 1,691,700 | REDUCED | -1.5 | |
| JPM | JPMORGAN CHASE & CO | 1.62 | 20,029 | 4,011,720 | REDUCED | -9.47 | |
| KO | COCA COLA CO | 0.30 | 11,940 | 730,505 | REDUCED | -2.26 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 0.22 | 2,577 | 549,196 | REDUCED | -20.12 | |
| LLY | ELI LILLY & CO | 8.73 | 27,765 | 21,599,700 | REDUCED | -8.92 | |
| LMT | LOCKHEED MARTIN CORP | 0.15 | 807 | 367,179 | REDUCED | -14.15 | |
| LOB | LIVE OAK BANCSHARES INC | 0.11 | 6,553 | 272,012 | ADDED | 0.08 | |
| LOW | LOWES COS INC | 0.18 | 1,753 | 446,497 | REDUCED | -55.88 | |
| MA | MASTERCARD INCORPORATED | 2.76 | 14,183 | 6,829,910 | REDUCED | -8.93 | |
| MAR | MARRIOTT INTL INC NEW | 0.32 | 3,162 | 797,785 | ADDED | 43.79 | |
| MCD | MCDONALDS CORP | 0.67 | 5,876 | 1,656,620 | REDUCED | -15.33 | |
| MCK | MCKESSON CORP | 3.07 | 14,148 | 7,595,580 | REDUCED | -13.3 | |
| MDLZ | MONDELEZ INTL INC | 0.10 | 3,604 | 252,312 | ADDED | 2.74 | |
| META | META PLATFORMS INC | 0.26 | 1,309 | 635,672 | NEW | ||
| MNST | MONSTER BEVERAGE CORP NEW | 0.18 | 7,554 | 447,801 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC | 0.23 | 4,256 | 561,537 | ADDED | 6.67 | |
| MSFT | MICROSOFT CORP | 15.15 | 89,078 | 37,476,700 | ADDED | 0.62 | |
| NKE | NIKE INC | 0.53 | 13,934 | 1,309,520 | REDUCED | -17.66 | |
| NOC | NORTHROP GRUMMAN CORP | 1.20 | 6,189 | 2,962,310 | REDUCED | -25.86 | |
| NSC | NORFOLK SOUTHN CORP | 0.12 | 1,200 | 305,918 | REDUCED | -55.59 | |
| NVDA | NVIDIA CORPORATION | 0.89 | 2,437 | 2,201,530 | ADDED | 109 | |
| NVO | NOVO-NORDISK A S | 0.39 | 7,566 | 971,474 | ADDED | 241 | |
| PEP | PEPSICO INC | 0.55 | 7,723 | 1,351,570 | ADDED | 9.31 | |
| PG | PROCTER AND GAMBLE CO | 0.51 | 7,723 | 1,253,100 | ADDED | 1.06 | |
| PH | PARKER-HANNIFIN CORP | 0.10 | 429 | 238,434 | NEW | ||
| ROL | ROLLINS INC | 0.22 | 11,765 | 544,351 | REDUCED | -30.33 | |
| ROST | ROSS STORES INC | 0.38 | 6,450 | 946,547 | REDUCED | -28.26 | |
| SPY | SPDR S&P 500 ETF TR | 1.79 | 8,463 | 4,426,750 | REDUCED | -1.02 | |
| SSB | SOUTHSTATE CORPORATION | 0.12 | 3,575 | 303,950 | UNCHANGED | 0.00 | |
| SYK | STRYKER CORPORATION | 0.76 | 5,242 | 1,876,120 | ADDED | 1.85 | |
| TFC | TRUIST FINL CORP | 0.12 | 7,609 | 296,603 | REDUCED | -3.48 | |
| TJX | TJX COS INC NEW | 2.12 | 51,744 | 5,247,840 | REDUCED | -7.94 | |
| TROW | PRICE T ROWE GROUP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TRV | TRAVELERS COMPANIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TSLA | TESLA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TXN | TEXAS INSTRS INC | 0.08 | 1,148 | 200,016 | REDUCED | -71.93 | |
| UNH | UNITEDHEALTH GROUP INC | 0.46 | 2,312 | 1,143,530 | REDUCED | -63.69 | |
| V | VISA INC | 5.69 | 50,410 | 14,068,400 | REDUCED | -6.73 | |
| VAW | VANGUARD WORLD FD | 1.06 | 5,011 | 2,627,670 | ADDED | 10.86 | |
| VAW | VANGUARD WORLD FD | 0.00 | 50.00 | 12,208 | NEW | ||
| VAW | VANGUARD WORLD FD | 0.00 | 41.00 | 10,993 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 6.79 | 34,943 | 16,797,100 | ADDED | 9.86 | |
| VOO | VANGUARD INDEX FDS | 0.40 | 3,761 | 977,607 | ADDED | 14.49 | |
| VOO | VANGUARD INDEX FDS | 0.01 | 198 | 30,847 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.01 | 155 | 27,167 | NEW | ||
| VOO | VANGUARD INDEX FDS | 0.01 | 80.00 | 18,340 | ADDED | 1.27 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 32.00 | 11,014 | UNCHANGED | 0.00 | |
| WM | WASTE MGMT INC DEL | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 0.12 | 2,474 | 287,538 | REDUCED | -26.02 | |
| YUM | YUM BRANDS INC | 0.14 | 2,590 | 359,129 | REDUCED | -8.55 | |
| BERKSHIRE HATHAWAY INC DEL | 1.11 | 6,505 | 2,735,480 | ADDED | 0.54 | ||
| AMERICAN LITHIUM CORP | 0.00 | 10,000 | 6,800 | NEW |