Peterson Wealth Advisors, LLC Purchases and Sells in Q2 2025

Peterson Wealth Advisors, LLC

$527 Million
Q2 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	12.8K + 0.57%	$58.41 - $72.69 $750K - $933K	2.26M $165M
SPDW	30.4K + 1.94%	$32.66 - $40.75 $994K - $1.24M	1.6M $64.6M
SPMD	10.3K + 1.51%	$44.89 - $54.38 $464K - $563K	697K $37.9M
IVV	1.03K + 4.21%	$498.8 - $620.9 $511K - $636K	25.4K $15.8M
SPSM	13.8K + 2.02%	$35.35 - $42.68 $488K - $589K	696K $29.6M
IDEV	4.33K + 3.13%	$61.79 - $76.67 $267K - $332K	142K $10.8M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	1.09K New	$146.29 - $275.65 $160K - $301K	1.09K $301K
QCOM	1.58K New	$124.66 - $159.48 $197K - $252K	1.58K $251K
SPY	401 New	$496.48 - $617.85 $199K - $248K	401 $247K
ROBT	4.87K New	$35.38 - $48.3 $172K - $235K	4.87K $234K
VBK	847 New	$219.76 - $276.94 $186K - $235K	847 $234K
V	628 New	$308.27 - $373.31 $194K - $234K	628 $222K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-4.66K - 19.59%	$90.56 - $109.49 $422K - $511K	19.1K $2.09M
FBND	-7.09K - 6.64%	$44.68 - $45.96 $317K - $326K	99.8K $4.56M
ICSH	-2.98K - 5.82%	$50.48 - $50.71 $150K - $151K	48.2K $2.44M
JMUB	-2.18K - 27.1%	$48.46 - $50.2 $106K - $109K	5.86K $291K
VGSH	-1.58K - 8.99%	$58.32 - $58.95 $92.2K - $93.2K	16K $940K
SCHO	-3.83K - 0.99%	$24.19 - $24.45 $92.6K - $93.6K	382K $9.32M

Activity Summary All Purchases 55 New Holdings 8 Increased Positions 47 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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