$99.9 Million is the total value of Peachtree Investment Partners, LLC's 68 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,020,000 | +61.8% | 37,923 | +88.7% | 3.02% | +134.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $880,000 | -7.2% | 4,886 | +2.0% | 0.88% | +34.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $757,000 | -14.0% | 12,542 | +9.5% | 0.76% | +24.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $494,000 | -6.6% | 6,336 | +8.3% | 0.49% | +35.3% |
| ADBE | Buy | ADOBE INC | $484,000 | +68.6% | 1,522 | +75.1% | 0.48% | +144.4% |
| ROL | Buy | ROLLINS INC | $431,000 | +8.8% | 11,952 | +0.1% | 0.43% | +57.9% |
| ZTS | Buy | ZOETIS INCcl a | $336,000 | +42.4% | 2,856 | +60.1% | 0.34% | +106.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $266,000 | +9.0% | 3,300 | +23.5% | 0.27% | +58.3% |
| TIF | Buy | TIFFANY & CO NEW | $258,000 | -3.4% | 1,997 | +0.1% | 0.26% | +40.2% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $36,000 | -23.4% | 820 | +1.0% | 0.04% | +12.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $13,000 | -35.0% | 263 | +0.4% | 0.01% | -7.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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 | 2024-02-12 |
| 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 |
| 13F-HR | 2021-11-08 |
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.