Peterson Wealth Advisors, LLC Purchases and Sells in Q3 2025

Peterson Wealth Advisors, LLC

$566 Million
Q3 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	35.6K + 1.57%	$72.65 - $78.68 $2.58M - $2.8M	2.3M $180M
SPDW	19.8K + 1.24%	$39.8 - $42.86 $788K - $848K	1.62M $69.1M
SPSM	33.3K + 4.79%	$42.26 - $47.16 $1.41M - $1.57M	729K $33.8M
SPMD	37K + 5.3%	$54.43 - $58.29 $2.01M - $2.15M	734K $42M
JPIE	52.4K + 178.51%	$46.01 - $46.55 $2.41M - $2.44M	81.7K $3.79M
VNQ	15.4K + 14.93%	$88.47 - $93.24 $1.36M - $1.44M	119K $10.8M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	890 New	$174.36 - $254.72 $155K - $227K	890 $216K
TSM	745 New	$224.68 - $282.71 $167K - $211K	745 $208K
FEX	1.75K New	$110.0 - $117.08 $193K - $205K	1.75K $204K
EPS	2.9K New	$64.14 - $69.37 $186K - $201K	2.9K $199K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-117K - 12.51%	$50.47 - $50.74 $5.89M - $5.92M	816K $41.4M
ICSH	-7.65K - 15.88%	$50.52 - $50.75 $386K - $388K	40.5K $2.06M
FBND	-7.04K - 7.06%	$45.26 - $46.63 $319K - $328K	92.7K $4.29M
VOO	-535 - 18.92%	$567.77 - $614.76 $304K - $329K	2.29K $1.4M
EFAV	-953 - 5.35%	$81.76 - $86.36 $77.9K - $82.3K	16.8K $1.43M
VGSH	-1.15K - 7.2%	$58.43 - $58.88 $67.3K - $67.8K	14.8K $873K

Activity Summary All Purchases 56 New Holdings 4 Increased Positions 52 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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