$218 Million is the total value of Peachtree Investment Partners, LLC's 101 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONV | Exit | VANGUARD SCOTTSDALE FDSvng rus1000val | $0 | – | -41 | -100.0% | -0.00% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -67 | -100.0% | -0.00% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -50 | -100.0% | -0.00% | – |
| VTWO | Exit | VANGUARD SCOTTSDALE FDSvng rus2000idx | $0 | – | -62 | -100.0% | -0.00% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -50 | -100.0% | -0.00% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -141 | -100.0% | -0.00% | – |
| TLT | Exit | ISHARES TR20 yr tr bd etf | $0 | – | -64 | -100.0% | -0.00% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -96 | -100.0% | -0.01% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -195 | -100.0% | -0.01% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -282 | -100.0% | -0.01% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -785 | -100.0% | -0.03% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -685 | -100.0% | -0.04% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,972 | -100.0% | -0.12% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,173 | -100.0% | -0.13% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -3,337 | -100.0% | -0.14% | – |
| TSLA | Exit | TESLA INC | $0 | – | -526 | -100.0% | -0.23% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -11,562 | -100.0% | -1.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-06-08
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.