$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWO | ISHARES TRrus 2000 grw etf | $258,000 | +17.3% | 1,311 | 0.0% | 0.22% | -12.8% |
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 | 23 | Q2 2024 | 17.1% |
MICROSOFT CORP | 23 | Q2 2024 | 15.4% |
VISA INC | 23 | Q2 2024 | 11.0% |
HOME DEPOT INC | 23 | Q2 2024 | 7.0% |
ACCENTURE PLC IRELAND | 23 | Q2 2024 | 4.2% |
COSTCO WHSL CORP NEW | 23 | Q2 2024 | 5.0% |
TJX COS INC NEW | 23 | Q2 2024 | 3.6% |
NORTHROP GRUMMAN CORP | 23 | Q2 2024 | 4.2% |
AUTOMATIC DATA PROCESSING IN | 23 | Q2 2024 | 3.1% |
UNITEDHEALTH GROUP INC | 23 | Q2 2024 | 7.7% |
View Peachtree Investment Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-09-18 |
13F-HR | 2024-08-12 |
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 |
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.