$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 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FHN | FIRST HORIZON CORPORATION | $660,000 | +43.8% | 28,118 | 0.0% | 0.30% | +57.0% | |
| VTC | VANGUARD SCOTTSDALE FDStotal corp bnd | $303,000 | -7.9% | 3,632 | 0.0% | 0.14% | +0.7% | |
| SSB | SOUTHSTATE CORPORATION | $290,000 | +2.1% | 3,549 | 0.0% | 0.13% | +11.8% | |
| DFS | DISCOVER FINL SVCS | $275,000 | -4.8% | 2,500 | 0.0% | 0.13% | +4.1% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $232,000 | -6.1% | 2,920 | 0.0% | 0.11% | +2.9% | |
| IWO | ISHARES TRrus 2000 grw etf | $220,000 | -12.7% | 860 | 0.0% | 0.10% | -4.7% | |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $37,000 | -5.1% | 700 | 0.0% | 0.02% | +6.2% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $33,000 | -5.7% | 650 | 0.0% | 0.02% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $30,000 | 0.0% | 198 | 0.0% | 0.01% | +7.7% | |
| IWM | ISHARES TRrussell 2000 etf | $23,000 | -4.2% | 110 | 0.0% | 0.01% | +10.0% | |
| IWB | ISHARES TRrus 1000 etf | $15,000 | -6.2% | 60 | 0.0% | 0.01% | 0.0% | |
| IVE | ISHARES TRs&p 500 val etf | $11,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $6,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $5,000 | -16.7% | 69 | 0.0% | 0.00% | -33.3% | |
| IWR | ISHARES TRrus mid cap etf | $0 | – | 6 | 0.0% | 0.00% | – |
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.