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| Name: |
Peachtree Investment Partners LLC |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30305 |
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data |
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| Holdings
Found :
20 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWF |
iShares Russell 1000 Growth |
34 |
- |
$344.20 |
$816,000 |
2,421 |
0.33% |
82,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
CMCSA |
Comcast Corp |
47 |
- |
$38.89 |
$512,000 |
11,815 |
0.21% |
-6,000 |
0 |
0 |
CATV Systems |
|
|
FHN |
First Horizon National Corp... |
50 |
- |
$16.00 |
$460,000 |
29,893 |
0.19% |
37,000 |
0 |
0.005 |
Domestic Regional Banks |
|
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MNST |
Monster Beverage Corporation |
51 |
- |
$53.10 |
$448,000 |
7,554 |
0.18% |
13,000 |
0 |
0.001 |
Beverage Soft Drinks... |
|
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DFS |
Discover Financial Services |
58 |
- |
$124.27 |
$330,000 |
2,520 |
0.13% |
47,000 |
0 |
0.001 |
Credit Services |
|
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SSB |
South State Corporation |
60 |
- |
$78.25 |
$304,000 |
3,575 |
0.12% |
2,000 |
0 |
0.005 |
Domestic Regional Banks |
|
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VTC |
Vanguard Total Corporate Bond |
63 |
- |
$0.00 |
$278,000 |
3,632 |
0.11% |
-3,000 |
0 |
0.035 |
N/A |
|
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BND |
Vanguard Total Bond Market ETF |
73 |
- |
$71.80 |
$212,000 |
2,920 |
0.09% |
-3,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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IWD |
iShares Russell 1000 Value |
80 |
- |
$178.13 |
$35,000 |
195 |
0.01% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
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SCHR |
Schwab Intermediate-Term U.... |
81 |
- |
$48.49 |
$34,000 |
700 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
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VOE |
Vanguard Mid-Cap Value ETF |
82 |
- |
$154.46 |
$31,000 |
198 |
0.01% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
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SCHZ |
Schwab Us Aggregate Bond |
83 |
- |
$45.44 |
$30,000 |
650 |
0.01% |
0 |
0 |
0.001 |
N/A |
|
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IWB |
ishares trust Russell 1000 |
84 |
- |
$290.85 |
$30,000 |
104 |
0.01% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
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IVE |
iShares S&P 500/BARRA Value |
91 |
- |
$185.37 |
$11,000 |
57 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VHT |
Vanguard Health Care Vipers |
90 |
- |
$267.39 |
$11,000 |
41 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VUG |
Vanguard Growth VIPERS |
89 |
- |
$353.04 |
$11,000 |
32 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
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IJR |
iShares Core S&P Small-Cap |
95 |
- |
$109.39 |
$7,000 |
67 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
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SCHM |
Schwab U.S. Mid-Cap Etf |
96 |
- |
$79.85 |
$6,000 |
72 |
0% |
1,000 |
0 |
0 |
N/A |
|
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IWP |
iShares Tr Russell MidCap Gr |
97 |
- |
$111.44 |
$2,000 |
19 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
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SCHV |
Schwab Strategic Trust |
100 |
- |
$75.33 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - Debt |
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