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PIP

Peachtree Investment Partners Portfolio holdings

AUM $312M
1-Year Est. Return 27.01%
This Fund
S&P 500
This Quarter Est. Return
+3.36%
1 Year Est. Return
+27.01%
3 Year Est. Return
+92.23%
5 Year Est. Return
+139.64%
10 Year Est. Return
–
AUM
$267M
AUM Growth
+$1.02M
Cap. Flow
-$4.78M
Cap. Flow %
-1.79%
Top 10 Hldgs %
69.01%
Holding
122
New
9
Increased
34
Reduced
48
Closed
8

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M
2
PLTR icon
Palantir
PLTR
+$808K
3
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$764K
4
NVDA icon
NVIDIA
NVDA
+$514K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$480K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.64M
2
MSFT icon
Microsoft
MSFT
+$1.52M
3
HD icon
Home Depot
HD
+$610K
4
NVO
Novo Nordisk
NVO
+$572K
5
COST icon
Costco
COST
+$470K

Sector Composition

Rank Sector Weight
1 Technology 33.48%
2 Healthcare 13.52%
3 Financials 12.25%
4 Consumer Discretionary 11.7%
5 Consumer Staples 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BNDW icon
101
Vanguard Total World Bond ETF
BNDW
$1.89B
$9.06K ﹤0.01%
133
+6
+5% +$417
IJR icon
102
iShares Core S&P Small-Cap ETF
IJR
$112B
$7.72K ﹤0.01%
67
– –
SCHM icon
103
Schwab US Mid-Cap ETF
SCHM
$15.2B
$6.02K ﹤0.01%
217
+1
+0.5% +$28
VFH icon
104
Vanguard Financials ETF
VFH
$13.9B
$5.2K ﹤0.01%
44
– –
IWP icon
105
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$2.41K ﹤0.01%
19
– –
IUSV icon
106
iShares Core S&P US Value ETF
IUSV
$27.8B
$2.22K ﹤0.01%
24
– –
IUSG icon
107
iShares Core S&P US Growth ETF
IUSG
$33.7B
$2.09K ﹤0.01%
15
– –
FNDX icon
108
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$2.04K ﹤0.01%
+86
New +$2.08K
FNDA icon
109
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
$1.37K ﹤0.01%
+46
New +$1.41K
FNDE icon
110
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.99B
$1.28K ﹤0.01%
+44
New +$1.37K
SCHA icon
111
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$853 ﹤0.01%
+33
New +$878
VTWO icon
112
Vanguard Russell 2000 ETF
VTWO
$17.4B
$715 ﹤0.01%
8
– –
VMBS icon
113
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$317 ﹤0.01%
7
– –
SCHH icon
114
Schwab US REIT ETF
SCHH
$11.3B
$316 ﹤0.01%
+15
New +$335
ABBV icon
115
AbbVie
ABBV
$440B
– –
-1,228
Closed -$243K
AMD icon
116
Advanced Micro Devices
AMD
$788B
– –
-1,487
Closed -$244K
AMGN icon
117
Amgen
AMGN
$225B
– –
-642
Closed -$207K
CB icon
118
Chubb
CB
$132B
– –
-906
Closed -$261K
ELV icon
119
Elevance Health
ELV
$86.6B
– –
-478
Closed -$249K
NVO
120
Novo Nordisk
NVO
$203B
– –
-4,802
Closed -$572K
PGR icon
121
Progressive
PGR
$121B
– –
-815
Closed -$207K
TMO icon
122
Thermo Fisher Scientific
TMO
$223B
– –
-455
Closed -$282K
1 2 3 4
5

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Peachtree Investment Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Peachtree Investment Partners held 122 positions worth $267M, up 0.38% from $266M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Peachtree Investment Partners's Q4 2024 filing shows 9 new, 34 increased, 48 reduced and 8 closed positions. Its largest new stake was Palantir: 13,870 shares worth $1.05M. The largest sale was Eli Lilly, an estimated $1.64M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 33% a quarter earlier, followed by Healthcare and Financials.

  • Peachtree Investment Partners's largest Q4 2024 buy was Palantir: 13,870 shares worth $1.05M.
  • Peachtree Investment Partners added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $1.81M increase.
  • Peachtree Investment Partners's biggest Q4 2024 reduction was Eli Lilly, cutting an estimated $1.64M.
  • Peachtree Investment Partners fully exited Novo Nordisk in Q4 2024, selling an estimated $572K.
  • Peachtree Investment Partners's ten largest holdings make up 69% of its $267M portfolio in Q4 2024.
  • Peachtree Investment Partners opened 9 new positions and closed 8 in Q4 2024.
  • Peachtree Investment Partners's portfolio value rose 0.38% quarter-over-quarter to $267M.

Based on Peachtree Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.