Peachtree Investment Partners, LLC Purchases in Q1 2025

Peachtree Investment Partners, LLC

  • $252 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VFMV
Vanguard Wellington Fd

ETFs
21.5K
New
$119.38 - $128.27 $2.57M - $2.76M
21.5K $2.73M
V
Visa Inc.

Financial Services
234
+ 0.47%
$306.92 - $362.71 $71.8K - $84.9K
49.9K $17.5M
MCK
Mckesson Corp

Healthcare
242
+ 1.75%
$566.21 - $672.99 $137K - $163K
14.1K $9.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
790
+ 12.09%
$442.66 - $534.52 $350K - $422K
7.33K $3.9M
ADP
Automatic Data Processing Inc

Industrials
1.46K
+ 10.42%
$286.85 - $318.64 $419K - $466K
15.5K $4.73M
T
At&T Inc.

Communication Services
18.6K
New
$21.56 - $28.28 $401K - $526K
18.6K $526K
MA
Mastercard Inc

Financial Services
394
+ 2.81%
$504.67 - $576.31 $199K - $227K
14.4K $7.91M
ABBV
Abb Vie Inc.

Healthcare
2.06K
New
$169.2 - $216.66 $348K - $445K
2.06K $430K
WM
Waste Management Inc

Industrials
1.73K
New
$200.54 - $233.78 $347K - $404K
1.73K $400K
IYY
Ishares Tr

ETFs
2.38K
New
$134.05 - $149.75 $319K - $357K
2.38K $324K
AZO
Autozone Inc

Consumer Cyclical
78
New
$3193.96 - $3828.11 $249K - $299K
78 $297K
RSG
Republic Services, Inc.

Industrials
750
+ 42.3%
$200.09 - $242.16 $150K - $182K
2.52K $610K
TRV
Travelers Companies, Inc.

Financial Services
916
New
$232.43 - $265.13 $213K - $243K
916 $242K
MO
Altria Group, Inc.

Consumer Defensive
3.92K
New
$50.81 - $60.02 $199K - $235K
3.92K $235K
JPM
Jpmorgan Chase & CO

Financial Services
464
+ 2.37%
$225.19 - $279.95 $104K - $130K
20K $4.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.63K
New
$126.11 - $135.06 $205K - $220K
1.63K $209K
ATO
Atmos Energy Corp

Utilities
1.36K
New
$136.51 - $154.58 $185K - $209K
1.36K $209K
CB
Chubb LTD

Financial Services
673
New
$257.71 - $301.99 $173K - $203K
673 $203K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.18K
+ 186.24%
$27.01 - $28.54 $194K - $205K
11K $308K
SO
Southern CO

Utilities
2.2K
New
$80.96 - $92.96 $178K - $205K
2.2K $202K
IBM
International Business Machines Corp

Technology
513
+ 30.16%
$217.4 - $264.74 $112K - $136K
2.21K $550K
VTV
Vanguard Value ETF

ETFs
826
New
$167.73 - $179.21 $139K - $148K
826 $142K
KO
Coca Cola CO

Consumer Defensive
500
+ 4.47%
$60.81 - $72.32 $30.4K - $36.2K
11.7K $837K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.54K
New
$18.36 - $20.51 $120K - $134K
6.54K $129K
AXP
American Express CO

Financial Services
600
+ 48.82%
$255.39 - $325.87 $153K - $196K
1.83K $492K
WMT
Walmart Inc.

Consumer Defensive
1.35K
+ 40.43%
$84.5 - $105.05 $114K - $142K
4.7K $412K
ABC
Amerisourcebergen Corp

Healthcare
590
+ 5.97%
N/A
10.5K $1.94M
ROL
Rollins Inc

Consumer Cyclical
181
+ 1.52%
$45.65 - $54.03 $8.26K - $9.78K
12.1K $651K
DUK
Duke Energy Corp

Utilities
491
+ 18.34%
$105.87 - $121.97 $52K - $59.9K
3.17K $386K
PG
Procter & Gamble CO

Consumer Defensive
388
+ 5.85%
$158.56 - $176.26 $61.5K - $68.4K
7.02K $1.2M
XOM
Exxon Mobil Corp

Energy
250
+ 6.36%
$105.44 - $118.93 $26.4K - $29.7K
4.18K $497K
ED
Consolidated Edison Inc

Utilities
111
+ 4.15%
$88.0 - $110.59 $9.77K - $12.3K
2.79K $307K
VBR
Vanguard Small Cap Value ETF

ETFs
316
New
$183.02 - $207.75 $57.8K - $65.6K
316 $58K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.5K
+ 8.6%
$21.23 - $23.75 $117K - $131K
69.5K $1.5M
WPC
W. P. Carey Inc.

Real Estate
42
+ 1.02%
$53.5 - $65.05 $2.25K - $2.73K
4.14K $261K
TSLA
Tesla, Inc.

Consumer Cyclical
545
+ 73.55%
$222.15 - $428.22 $121K - $233K
1.29K $333K
MRK
Merck & Co., Inc.

Healthcare
666
+ 20.16%
$83.01 - $101.02 $55.3K - $67.3K
3.97K $356K
VOE
Vanguard Mid Cap Value Index F

ETFs
180
+ 74.38%
$156.61 - $168.02 $28.2K - $30.2K
422 $67K
SCHV
Schwab Strategic Tr Us Large C

ETFs
891
+ 29.7%
$25.77 - $27.6 $23K - $24.6K
3.89K $103K
IWS
Ishares Russell Midcap Value E

ETFs
191
New
$122.59 - $135.24 $23.4K - $25.8K
191 $24K
TXN
Texas Instruments Inc

Technology
90
+ 7.73%
N/A
1.26K $244K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
156
+ 650.0%
$90.0 - $96.32 $14K - $15K
180 $16K
VTI
Vanguard Total Stock Market Et

ETFs
197
+ 6.77%
$271.18 - $303.12 $53.4K - $59.7K
3.11K $854K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
91
+ 606.67%
$126.86 - $146.45 $11.5K - $13.3K
106 $13K
VUG
Vanguard Growth ETF

ETFs
18
+ 56.25%
$369.1 - $427.61 $6.64K - $7.7K
50 $18K
VTWO
Vanguard Russell 2000 ETF

ETFs
57
+ 712.5%
$80.08 - $92.93 $4.56K - $5.3K
65 $5K
LMT
Lockheed Martin Corp

Industrials
81
+ 9.76%
$423.19 - $506.29 $34.3K - $41K
911 $406K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 3.15%
$76.94 - $78.28 $308 - $313
131 $10K
Schwab Strategic Tr
324
New
N/A
324 $0
Activity Summary
Buys All Purchases 60 New Holdings 18 Increased Positions 42 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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