Peterson Wealth Advisors, LLC Purchases and Sells in Q3 2024

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	50.8K + 2.16%	$60.84 - $67.51 $3.09M - $3.43M	2.4M $162M
SPDW	45.7K + 2.95%	$33.74 - $37.96 $1.54M - $1.73M	1.59M $59.8M
SPMD	29.1K + 4.66%	$50.29 - $54.92 $1.46M - $1.6M	653K $35.7M
SPSM	19K + 2.88%	$41.02 - $46.01 $781K - $876K	679K $30.9M
VNQ	2.71K + 2.58%	$82.97 - $98.97 $225K - $268K	108K $10.5M
JCPB	19.4K + 5.68%	$45.87 - $48.53 $892K - $944K	362K $17.5M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	3.71K New	$61.11 - $67.85 $227K - $252K	3.71K $251K
SPY	374 New	$517.38 - $573.86 $194K - $215K	374 $214K
ROBT	4.84K New	$38.33 - $44.95 $186K - $218K	4.84K $212K
SCHE	7.08K New	$25.45 - $29.53 $180K - $209K	7.08K $206K
PEP	1.2K New	$161.9 - $179.3 $194K - $215K	1.2K $203K
HBAN	12K New	$12.84 - $15.15 $154K - $182K	12K $176K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-29.7K - 3.04%	$50.25 - $50.74 $1.49M - $1.51M	946K $48M
ICSH	-5.54K - 10.87%	$50.32 - $50.75 $279K - $281K	45.4K $2.3M
IJH	-1.6K - 14.4%	$57.32 - $62.65 $91.8K - $100K	9.52K $593K
HEQT	-3.37K - 8.21%	$26.73 - $28.88 $90.1K - $97.3K	37.7K $1.09M
QQEW	-342 - 12.52%	$114.52 - $127.8 $39.2K - $43.7K	2.39K $299K
RSP	-467 - 11.68%	$162.83 - $179.16 $76K - $83.7K	3.53K $632K

Activity Summary All Purchases 54 New Holdings 9 Increased Positions 45 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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