Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PEACHTREE INVESTMENT PARTNERS LLC | 05-09-2024 | 03-31-2024 | 98 | 247,422,230 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $37,476,709 | 89,078 | 0.02 | 0.01 | 545 | 0.62 | 03-31-2024 |
| APPLE INC | COM | 2 | $28,271,668 | 164,869 | 0.01 | 0.01 | -14,256 | -7.96 | 03-31-2024 |
| ELI LILLY & CO | COM | 3 | $21,599,668 | 27,765 | 0.01 | 0.01 | -2,720 | -8.92 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $16,797,071 | 34,943 | 0.01 | 0.01 | 3,135 | 9.86 | 03-31-2024 |
