Peterson Wealth Management Purchases and Sells in Q2 2025

Peterson Wealth Management

$167 Million
Q2 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	31.4K + 80.68%	N/A	70.3K $12.8M
QQQ	5.73K + 19.29%	$416.06 - $551.64 $2.39M - $3.16M	35.5K $19.6M
XLF	85.5K + 624.73%	$43.92 - $52.37 $3.75M - $4.48M	99.2K $5.19M
SPY	4.14K + 15.44%	$496.48 - $617.85 $2.05M - $2.56M	30.9K $19.1M
NVDA	778 + 1.09%	$94.31 - $157.99 $73.4K - $123K	72.3K $11.4M
SPLV	41.7K + 1075.77%	$68.13 - $74.77 $2.84M - $3.12M	45.6K $3.32M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYD	121K New	$38.81 - $44.28 $4.7M - $5.36M	121K $5.14M
JPM	16.2K New	$210.28 - $289.91 $3.42M - $4.71M	16.2K $4.71M
CASY	7.84K New	$415.82 - $510.91 $3.26M - $4.01M	7.84K $4M
CTAS	16.6K New	$190.11 - $227.66 $3.16M - $3.79M	16.6K $3.71M
IAK	25.5K New	$122.44 - $138.47 $3.12M - $3.53M	25.5K $3.43M
NOW	1.38K New	$721.65 - $1040.18 $997K - $1.44M	1.38K $1.42M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	-27.2K - 95.59%	$179.73 - $253.23 $4.89M - $6.89M	1.26K $318K
AAPL	-8.16K - 78.67%	$172.42 - $223.89 $1.41M - $1.83M	2.21K $453K
XLP	-18.4K - 51.72%	N/A	17.2K $1.3M
PEP	-6.47K - 31.78%	$128.02 - $151.37 $828K - $979K	13.9K $1.83M
COST	-1.26K - 16.65%	$908.13 - $1056.85 $1.15M - $1.33M	6.32K $6.26M
LLY	-110 - 2.65%	$713.71 - $898.95 $78.5K - $98.9K	4.05K $3.15M

Activity Summary All Purchases 24 New Holdings 9 Increased Positions 15 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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