$238 Million is the total value of Peachtree Investment Partners, LLC's 110 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LOW | New | LOWES COS INC | $2,989,000 | – | 11,562 | +100.0% | 1.25% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $663,000 | – | 993 | +100.0% | 0.28% | – |
| TSLA | New | TESLA INC | $556,000 | – | 526 | +100.0% | 0.23% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $356,000 | – | 3,175 | +100.0% | 0.15% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $313,000 | – | 2,173 | +100.0% | 0.13% | – |
| ABBV | New | ABBVIE INC | $310,000 | – | 2,288 | +100.0% | 0.13% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $284,000 | – | 1,324 | +100.0% | 0.12% | – |
| PFE | New | PFIZER INC | $278,000 | – | 4,715 | +100.0% | 0.12% | – |
| ANTM | New | ANTHEM INC | $275,000 | – | 593 | +100.0% | 0.12% | – |
| CRM | New | SALESFORCE COM INC | $256,000 | – | 1,007 | +100.0% | 0.11% | – |
| AZO | New | AUTOZONE INC | $249,000 | – | 119 | +100.0% | 0.10% | – |
| NVO | New | NOVO-NORDISK A Sadr | $224,000 | – | 2,000 | +100.0% | 0.09% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $101,000 | – | 685 | +100.0% | 0.04% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $53,000 | – | 802 | +100.0% | 0.02% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $26,000 | – | 195 | +100.0% | 0.01% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $24,000 | – | 96 | +100.0% | 0.01% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $9,000 | – | 141 | +100.0% | 0.00% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $9,000 | – | 64 | +100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $6,000 | – | 50 | +100.0% | 0.00% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $6,000 | – | 62 | +100.0% | 0.00% | – |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $5,000 | – | 50 | +100.0% | 0.00% | – |
| EFA | New | ISHARES TRmsci eafe etf | $5,000 | – | 67 | +100.0% | 0.00% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $3,000 | – | 41 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.