Peterson Wealth Management Incresed Positions in Q1 2025

Peterson Wealth Management

  • $147 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WM
Waste Management Inc

Industrials
5.22K
+ 118.61%
$200.54 - $233.78 $1.05M - $1.22M
9.62K $2.23M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.08K
+ 326.73%
$308.86 - $455.36 $642K - $946K
2.71K $956K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.5K
+ 4.31%
$128.74 - $138.67 $322K - $347K
60.6K $8.22M
DLR
Digital Realty Trust, Inc.

Real Estate
5.82K
+ 39.4%
$142.1 - $183.56 $826K - $1.07M
20.6K $2.95M
HD
Home Depot, Inc.

Consumer Cyclical
1.4K
+ 15.73%
$347.25 - $424.87 $484K - $593K
10.3K $3.76M
XLV
Select Sector Spdr Fund Health

ETFs
778
+ 5.06%
$137.61 - $149.68 $107K - $116K
16.1K $2.36M
CVX
Chevron Corp

Energy
117
+ 1.48%
$146.71 - $167.97 $17.2K - $19.7K
8.01K $1.34M
MCK
Mckesson Corp

Healthcare
2
+ 0.11%
$566.21 - $672.99 $1.13K - $1.35K
1.81K $1.22M
XLC
Select Sector Spdr Tr Communic

ETFs
1.17K
+ 14.09%
$94.84 - $105.31 $111K - $123K
9.45K $911K
META
Meta Platforms, Inc.

Communication Services
140
+ 40.58%
$576.36 - $736.67 $80.7K - $103K
485 $279K
XLP
Consumer Staples Sector Spdr

ETFs
510
+ 1.46%
N/A
35.5K $2.7M
XOM
Exxon Mobil Corp

Energy
81
+ 3.33%
$105.44 - $118.93 $8.54K - $9.63K
2.52K $299K
WMT
Walmart Inc.

Consumer Defensive
1.72K
+ 3.53%
$84.5 - $105.05 $145K - $180K
50.3K $4.42M
Amplify ETF Tr
75
+ 0.9%
N/A
8.45K $0
EIG
Employers Holdings, Inc.

Financial Services
59
+ 0.59%
$47.46 - $52.08 $2.8K - $3.07K
10K $508K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
60
+ 3.42%
$522.96 - $601.18 $31.4K - $36.1K
1.82K $968K
CAT
Caterpillar Inc

Industrials
63
+ 3.74%
$326.75 - $407.63 $20.6K - $25.7K
1.75K $576K
SKYY
First Trust Cloud Computing Et

ETFs
96
+ 0.71%
$102.23 - $131.18 $9.81K - $12.6K
13.6K $1.39M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
731
+ 4.36%
$211.47 - $267.17 $155K - $195K
17.5K $3.7M
MSFT
Microsoft Corp

Technology
602
+ 4.48%
$375.39 - $447.2 $226K - $269K
14K $5.27M
CRM
Salesforce, Inc.

Technology
262
+ 3.39%
$268.36 - $359.95 $70.3K - $94.3K
7.99K $2.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
447
+ 1.7%
$551.42 - $612.93 $246K - $274K
26.8K $15M
GOOGL
Alphabet Inc.

Communication Services
521
+ 3.17%
$154.33 - $206.19 $80.4K - $107K
16.9K $2.62M
AVGO
Broadcom Inc.

Technology
179
+ 2.17%
$167.43 - $244.7 $30K - $43.8K
8.43K $1.41M
AMZN
Amazon Com Inc

Consumer Cyclical
1.52K
+ 5.2%
$190.26 - $242.06 $290K - $368K
30.8K $5.85M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
405
+ 1.89%
$165.25 - $224.62 $66.9K - $91K
21.9K $3.63M
XLK
Technology Sector Spdr

ETFs
433
+ 1.54%
$206.38 - $242.18 $89.4K - $105K
28.5K $5.88M
XLY
Select Sector Spdr Consumer Di

ETFs
417
+ 1.38%
$192.6 - $233.2 $80.3K - $97.2K
30.7K $6.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
292
+ 0.99%
$468.34 - $539.52 $137K - $158K
29.7K $13.9M
NVDA
Nvidia Corp

Technology
1.13K
+ 1.61%
$106.98 - $149.43 $121K - $169K
71.5K $7.75M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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