$119 Million is the total value of Peachtree Investment Partners, LLC's 66 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNP | New | UNION PACIFIC CORP | $1,064,000 | – | 6,364 | +100.0% | 0.90% | – |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $530,000 | – | 19,028 | +100.0% | 0.45% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $461,000 | – | 5,500 | +100.0% | 0.39% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $390,000 | – | 2,579 | +100.0% | 0.33% | – |
| BLK | New | BLACKROCK INC | $346,000 | – | 810 | +100.0% | 0.29% | – |
| PG | New | PROCTER AND GAMBLE CO | $314,000 | – | 3,022 | +100.0% | 0.26% | – |
| PYPL | New | PAYPAL HLDGS INC | $291,000 | – | 2,800 | +100.0% | 0.24% | – |
| CSCO | New | CISCO SYS INC | $258,000 | – | 4,787 | +100.0% | 0.22% | – |
| ADBE | New | ADOBE INC | $251,000 | – | 940 | +100.0% | 0.21% | – |
| RTN | New | RAYTHEON CO | $217,000 | – | 1,192 | +100.0% | 0.18% | – |
| WEC | New | WEC ENERGY GROUP INC | $214,000 | – | 2,706 | +100.0% | 0.18% | – |
| AVY | New | AVERY DENNISON CORP | $211,000 | – | 1,869 | +100.0% | 0.18% | – |
| TIF | New | TIFFANY & CO NEW | $210,000 | – | 1,992 | +100.0% | 0.18% | – |
| AOS | New | SMITH A O CORP | $209,000 | – | 3,926 | +100.0% | 0.18% | – |
| DISCK | New | DISCOVERY INC | $208,000 | – | 8,192 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 17.1% |
| MICROSOFT CORP | 20 | Q3 2023 | 14.6% |
| VISA INC | 20 | Q3 2023 | 11.0% |
| HOME DEPOT INC | 20 | Q3 2023 | 7.0% |
| ACCENTURE PLC IRELAND | 20 | Q3 2023 | 4.2% |
| NORTHROP GRUMMAN CORP | 20 | Q3 2023 | 4.2% |
| TJX COS INC NEW | 20 | Q3 2023 | 3.6% |
| COSTCO WHSL CORP NEW | 20 | Q3 2023 | 4.7% |
| AUTOMATIC DATA PROCESSING IN | 20 | Q3 2023 | 3.1% |
| UNITEDHEALTH GROUP INC | 20 | Q3 2023 | 7.7% |
View Peachtree Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-06-08 |
| 13F-HR | 2022-02-11 |
View Peachtree Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.