$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $226,000 | -12.7% | 515 | 0.0% | 0.23% | +26.3% | |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $41,000 | +7.9% | 700 | 0.0% | 0.04% | +57.7% | |
| IWD | ISHARES TRrus 1000 val etf | $39,000 | -27.8% | 399 | 0.0% | 0.04% | +5.4% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $35,000 | 0.0% | 650 | 0.0% | 0.04% | +45.8% | |
| IJT | ISHARES TRs&p sml 600 gwt | $20,000 | -31.0% | 152 | 0.0% | 0.02% | 0.0% | |
| IDU | ISHARES TRu.s. utilits etf | $14,000 | -17.6% | 103 | 0.0% | 0.01% | +16.7% | |
| IWM | ISHARES TRrussell 2000 etf | $12,000 | -33.3% | 110 | 0.0% | 0.01% | 0.0% | |
| IYJ | ISHARES TRus industrials | $11,000 | -26.7% | 89 | 0.0% | 0.01% | +10.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $4,000 | -42.9% | 109 | 0.0% | 0.00% | -20.0% |
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.