$122 Million is the total value of Peachtree Investment Partners, LLC's 70 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -109 | -100.0% | -0.00% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -42 | -100.0% | -0.01% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -89 | -100.0% | -0.01% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -110 | -100.0% | -0.01% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -263 | -100.0% | -0.01% | – |
| IDU | Exit | ISHARES TRu.s. utilits etf | $0 | – | -103 | -100.0% | -0.01% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,753 | -100.0% | -0.50% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -4,510 | -100.0% | -0.62% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -5,937 | -100.0% | -0.98% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -12,388 | -100.0% | -4.20% | – |
| MA | Exit | MASTERCARD INCcl a | $0 | – | -41,095 | -100.0% | -9.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
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.