Peterson Wealth Management Sells in Q3 2024

Peterson Wealth Management

  • $156 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-11.5K
- 18.86%
$182.15 - $182.15 $2.09M - $2.09M
49.4K $9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-15.5K
- 22.48%
$125.95 - $142.04 $1.95M - $2.2M
53.3K $7.57M
LLY
Eli Lilly & CO

Healthcare
-801
- 17.09%
$772.14 - $960.02 $618K - $769K
3.89K $3.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.88K
- 25.35%
$405.19 - $478.57 $761K - $899K
5.53K $2.55M
GOOGL
Alphabet Inc.

Communication Services
-1.13K
- 6.95%
$148.65 - $191.18 $168K - $216K
15.1K $2.51M
WMT
Walmart Inc.

Consumer Defensive
-12.6K
- 21.34%
$66.91 - $81.4 $845K - $1.03M
46.6K $3.76M
SNOW
Snowflake Inc.

Technology
-1.41K
- 41.43%
$108.56 - $143.02 $153K - $202K
2K $229K
AMD
Advanced Micro Devices Inc

Technology
-1.61K
- 6.68%
$128.67 - $183.96 $207K - $296K
22.5K $3.69M
CRM
Salesforce, Inc.

Technology
-1.24K
- 14.41%
$238.42 - $276.53 $296K - $343K
7.36K $2.02M
RBLX
Roblox Corp

Communication Services
-10K
- 25.62%
$36.18 - $47.64 $362K - $476K
29K $1.29M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-344
- 16.9%
$523.84 - $572.02 $180K - $197K
1.69K $963K
ABT
Abbott Laboratories

Healthcare
-2.57K
- 15.11%
$100.07 - $118.13 $258K - $304K
14.5K $1.65M
XLE
Energy Sector Spdr

ETFs
-331
- 8.14%
$84.35 - $93.39 $27.9K - $30.9K
3.73K $327K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.97K
- 7.0%
$52.1 - $59.66 $103K - $117K
26.1K $1.55M
TGT
Target Corp

Consumer Defensive
-483
- 7.06%
$133.47 - $159.25 $64.5K - $76.9K
6.36K $991K
Amplify ETF Tr
-618
- 6.87%
N/A
8.37K $0
XLF
Financial Sector Spdr

ETFs
-119
- 0.93%
$40.84 - $45.74 $4.86K - $5.44K
12.7K $575K
CAT
Caterpillar Inc

Industrials
-30
- 1.84%
$316.8 - $391.12 $9.5K - $11.7K
1.6K $627K
DLR
Digital Realty Trust, Inc.

Real Estate
-120
- 0.83%
$144.47 - $162.98 $17.3K - $19.6K
14.3K $2.32M
HD
Home Depot, Inc.

Consumer Cyclical
-182
- 2.1%
$333.64 - $405.2 $60.7K - $73.7K
8.47K $3.43M
MA
Mastercard Inc

Financial Services
-37
- 0.34%
$429.6 - $500.99 $15.9K - $18.5K
10.8K $5.32M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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