Peterson Wealth Management Purchases in Q2 2025

Peterson Wealth Management

  • $167 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
31.4K
+ 80.68%
N/A
70.3K $12.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.73K
+ 19.29%
$416.06 - $551.64 $2.39M - $3.16M
35.5K $19.6M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
121K
New
$38.81 - $44.28 $4.7M - $5.36M
121K $5.14M
JPM
Jpmorgan Chase & CO

Financial Services
16.2K
New
$210.28 - $289.91 $3.42M - $4.71M
16.2K $4.71M
XLF
Financial Sector Spdr

ETFs
85.5K
+ 624.73%
$43.92 - $52.37 $3.75M - $4.48M
99.2K $5.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.14K
+ 15.44%
$496.48 - $617.85 $2.05M - $2.56M
30.9K $19.1M
CASY
Caseys General Stores Inc

Consumer Cyclical
7.84K
New
$415.82 - $510.91 $3.26M - $4.01M
7.84K $4M
CTAS
Cintas Corp

Industrials
16.6K
New
$190.11 - $227.66 $3.16M - $3.79M
16.6K $3.71M
NVDA
Nvidia Corp

Technology
778
+ 1.09%
$94.31 - $157.99 $73.4K - $123K
72.3K $11.4M
IAK
Ishares Tr

ETFs
25.5K
New
$122.44 - $138.47 $3.12M - $3.53M
25.5K $3.43M
META
Meta Platforms, Inc.

Communication Services
3.99K
+ 822.68%
$484.66 - $738.09 $1.93M - $2.94M
4.48K $3.3M
XLC
Select Sector Spdr Tr Communic

ETFs
26.4K
+ 279.4%
$86.13 - $108.53 $2.27M - $2.86M
35.8K $3.89M
AVGO
Broadcom Inc.

Technology
5.86K
+ 69.59%
$146.29 - $275.65 $858K - $1.62M
14.3K $3.94M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.84K
+ 17.55%
$141.37 - $228.57 $542K - $877K
25.7K $5.82M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.68K
+ 98.82%
$321.63 - $509.31 $863K - $1.37M
5.4K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
3.12K
+ 10.13%
$167.32 - $223.3 $522K - $696K
33.9K $7.43M
NOW
Service Now, Inc.

Technology
1.38K
New
$721.65 - $1040.18 $997K - $1.44M
1.38K $1.42M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.64K
+ 90.36%
$468.22 - $566.51 $768K - $930K
3.46K $1.96M
MA
Mastercard Inc

Financial Services
891
+ 11.84%
$479.92 - $590.74 $428K - $526K
8.42K $4.73M
TSLA
Tesla, Inc.

Consumer Cyclical
955
New
$221.86 - $362.89 $212K - $347K
955 $303K
IWM
Ishares Russell 2000 ETF

ETFs
1.1K
New
$174.82 - $215.79 $192K - $237K
1.1K $237K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.26K
New
$22.92 - $28.05 $166K - $204K
7.26K $203K
EIG
Employers Holdings, Inc.

Financial Services
66
+ 0.66%
$46.08 - $51.35 $3.04K - $3.39K
10.1K $476K
Activity Summary
Buys All Purchases 24 New Holdings 9 Increased Positions 15 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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