Peachtree Investment Partners, LLC Incresed Positions in Q3 2024

Peachtree Investment Partners, LLC

  • $265 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 0.15%
$333.64 - $405.2 $16.7K - $20.3K
33.5K $13.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.05K
+ 7.37%
$92.63 - $105.69 $838K - $957K
132K $13.7M
MA
Mastercard Inc

Financial Services
19
+ 0.13%
$429.6 - $500.99 $8.16K - $9.52K
14.2K $7M
NOC
Northrop Grumman Corp

Industrials
22
+ 0.36%
$423.73 - $533.14 $9.32K - $11.7K
6.18K $3.26M
TJX
Tjx Companies Inc

Consumer Cyclical
1.09K
+ 2.11%
$107.93 - $120.23 $118K - $131K
52.8K $6.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
320
+ 4.98%
$405.19 - $478.57 $130K - $153K
6.75K $3.11M
VGT
Vanguard Information Technolog

ETFs
310
+ 6.75%
$514.43 - $606.85 $159K - $188K
4.9K $2.88M
LMT
Lockheed Martin Corp

Industrials
224
+ 27.45%
$460.3 - $584.56 $103K - $131K
1.04K $607K
META
Meta Platforms, Inc.

Communication Services
159
+ 9.67%
$453.41 - $572.44 $72.1K - $91K
1.8K $1.03M
AXP
American Express CO

Financial Services
516
+ 57.78%
$225.92 - $271.17 $117K - $140K
1.41K $382K
SCHX
Schwab Strategic Tr Us Large C

ETFs
503
+ 2.39%
$61.11 - $67.85 $30.7K - $34.1K
21.5K $1.46M
GOOGL
Alphabet Inc.

Communication Services
861
+ 23.98%
$148.65 - $191.18 $128K - $165K
4.45K $738K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
71
+ 0.34%
$59.93 - $66.52 $4.26K - $4.72K
21.2K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.22%
$520.18 - $576.82 $2.08K - $2.31K
1.84K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
21
+ 0.72%
$255.18 - $283.2 $5.36K - $5.95K
2.94K $833K
DUK
Duke Energy Corp

Utilities
56
+ 2.13%
$99.35 - $117.71 $5.56K - $6.59K
2.69K $309K
AMD
Advanced Micro Devices Inc

Technology
243
+ 19.53%
$128.67 - $183.96 $31.3K - $44.7K
1.49K $243K
NSC
Norfolk Southern Corp

Industrials
5
+ 0.42%
$213.75 - $259.69 $1.07K - $1.3K
1.18K $293K
ED
Consolidated Edison Inc

Utilities
11
+ 0.41%
$88.42 - $104.97 $973 - $1.15K
2.66K $277K
DHR
Danaher Corp

Healthcare
1
+ 0.07%
$239.25 - $280.76 $239 - $281
1.36K $377K
MDLZ
Mondelez International, Inc.

Consumer Defensive
19
+ 0.53%
$64.35 - $75.71 $1.22K - $1.44K
3.63K $267K
WPC
W. P. Carey Inc.

Real Estate
39
+ 0.97%
$54.63 - $63.96 $2.13K - $2.49K
4.06K $253K
ROL
Rollins Inc

Consumer Cyclical
34
+ 0.29%
$45.93 - $51.4 $1.56K - $1.75K
11.8K $598K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
165
+ 13.41%
$77.02 - $85.06 $12.7K - $14K
1.4K $117K
CTAS
Cintas Corp

Industrials
2.72K
+ 248.18%
$201.38 - $819.83 $548K - $2.23M
3.82K $785K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
31
+ 0.6%
$49.82 - $55.29 $1.54K - $1.71K
5.22K $288K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.14%
$332.02 - $382.76 $664 - $766
1.42K $534K
IWD
Ishares Russell 1000 Val ETF

ETFs
70
+ 35.9%
$173.36 - $189.8 $12.1K - $13.3K
265 $50K
IWM
Ishares Russell 2000 ETF

ETFs
53
+ 47.32%
$200.87 - $224.6 $10.6K - $11.9K
165 $36K
IJK
Ishares S&P Midcap 400 Growth

ETFs
78
+ 4.52%
$84.81 - $93.54 $6.62K - $7.3K
1.81K $165K
VOE
Vanguard Mid Cap Value Index F

ETFs
44
+ 22.22%
$149.02 - $167.67 $6.56K - $7.38K
242 $40K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.2%
$256.4 - $289.78 $256 - $290
490 $139K
BND
Vanguard Bd Index Fd Inc Total

ETFs
7
+ 0.23%
$71.45 - $75.64 $500 - $529
3.09K $231K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.39%
$127.29 - $141.5 $255 - $283
514 $71K
VB
Vanguard Small Cap ETF

ETFs
2
+ 2.44%
$214.77 - $237.72 $430 - $475
84 $19K
TXN
Texas Instruments Inc

Technology
6
+ 0.52%
$194.6 - $194.6 $1.17K - $1.17K
1.16K $225K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 3.39%
$76.38 - $78.87 $306 - $315
122 $9K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
5
+ 4.1%
$67.53 - $70.89 $338 - $354
127 $8K
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.21%
$500.12 - $562.29 $500 - $562
478 $248K
AMZN
Amazon Com Inc

Consumer Cyclical
188
+ 0.61%
$161.02 - $200.0 $30.3K - $37.6K
31.2K $5.81M
Activity Summary
Buys All Purchases 59 New Holdings 18 Increased Positions 41 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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