Peterson Wealth Management Closed Holding Positions

Peterson Wealth Management

  • $156 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q2 2023 Filed on Aug 17, 2023
14,937
$22.48 - $23.86 $336K - $356K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q2 2023 Filed on Aug 17, 2023
51,890
$31.88 - $34.63 $1.65M - $1.8M
PG
Procter & Gamble CO

Consumer Defensive
Q2 2023 Filed on Aug 17, 2023
5,885
$142.5 - $156.57 $839K - $921K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2023 Filed on Aug 17, 2023
60,275
$29.33 - $31.46 $1.77M - $1.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2023 Filed on Aug 17, 2023
19,475
$101.36 - $107.68 $1.97M - $2.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Aug 03, 2022
17,829
$38.85 - $50.6 $693K - $902K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2022 Filed on Aug 03, 2022
7,436
$112.61 - $135.91 $837K - $1.01M
XSW
Spdr S&P Software & Services E

ETFs
Q1 2022 Filed on Apr 26, 2022
3,640
$129.3 - $166.23 $471K - $605K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 26, 2022
917
$331.01 - $597.37 $304K - $548K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 26, 2022
3,056
$191.52 - $225.32 $585K - $689K
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
4,853
$194.83 - $232.11 $946K - $1.13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q1 2022 Filed on Apr 26, 2022
4,105
$51.44 - $54.88 $211K - $225K
STOT
Spdr Doubleline Short Duration

ETFs
Q1 2022 Filed on Apr 26, 2022
4,586
$47.53 - $49.03 $218K - $225K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 26, 2022
5,607
$129.03 - $157.89 $723K - $885K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
3,283
$79.29 - $116.68 $260K - $383K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
805
$135.09 - $284.11 $109K - $229K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q3 2021 Filed on Nov 12, 2021
1,124
$208.2 - $233.01 $234K - $262K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q3 2021 Filed on Nov 12, 2021
1,886
$121.72 - $133.34 $230K - $251K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q3 2021 Filed on Nov 12, 2021
1,161
$176.18 - $209.04 $205K - $243K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q3 2021 Filed on Nov 12, 2021
977
$230.42 - $251.05 $225K - $245K
FTCS
First Trust Capital Strength E

ETFs
Q3 2021 Filed on Nov 12, 2021
10,111
$74.82 - $79.92 $757K - $808K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
100
$127.11 - $155.95 $12.7K - $15.6K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
2,075
$127.11 - $155.95 $264K - $324K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2021 Filed on Aug 03, 2021
14,924
$30.6 - $30.67 $457K - $458K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2021 Filed on Aug 03, 2021
4,813
$122.48 - $139.69 $589K - $672K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2021 Filed on Apr 19, 2021
5,085
$91.5 - $91.52 $465K - $465K
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on Apr 19, 2021
2,459
$146.77 - $175.03 $361K - $430K
VZ
Verizon Communications Inc

Communication Services
Q1 2021 Filed on Apr 19, 2021
4,188
$54.15 - $59.29 $227K - $248K
GEN
Gen Digital Inc Com
Q4 2020 Filed on Mar 10, 2021
10,999
N/A
D
Dominion Energy, Inc

Utilities
Q3 2020 Filed on Nov 03, 2020
5,176
$73.58 - $82.69 $381K - $428K
V
Visa Inc.

Financial Services
Q3 2020 Filed on Nov 03, 2020
3,487
$189.02 - $216.48 $659K - $755K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2020 Filed on Nov 03, 2020
3,796
$57.43 - $63.64 $218K - $242K
O
Realty Income Corp

Real Estate
Q2 2020 Filed on Jul 22, 2020
6,078
$42.25 - $62.18 $257K - $378K
Atlantic Power Corp
Q2 2020 Filed on Jul 22, 2020
10,000
N/A
AEP
American Electric Power CO Inc

Utilities
Q2 2020 Filed on Jul 22, 2020
5,809
$72.5 - $87.91 $421K - $511K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2020 Filed on Jul 22, 2020
12,624
$35.07 - $41.21 $443K - $520K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2020 Filed on Jul 22, 2020
10,750
$4.02 - $7.31 $43.2K - $78.6K
VGR
Vector Group LTD

Consumer Defensive
Q2 2020 Filed on Jul 22, 2020
15,365
$8.7 - $12.34 $134K - $190K
SHLX
Shell Midstream Partners, L.P.

Energy
Q2 2020 Filed on Jul 22, 2020
13,000
$9.2 - $15.77 $120K - $205K
ENLC
En Link Midstream, LLC

Energy
Q2 2020 Filed on Jul 22, 2020
11,000
$1.0 - $3.83 $11K - $42.1K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Jul 22, 2020
10,818
$12.72 - $13.9 $138K - $150K
KMI
Kinder Morgan, Inc.

Energy
Q2 2020 Filed on Jul 22, 2020
18,595
$12.73 - $17.97 $237K - $334K
T
At&T Inc.

Communication Services
Q2 2020 Filed on Jul 22, 2020
8,793
$20.74 - $25.1 $182K - $221K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2020 Filed on Apr 23, 2020
5,000
$14.1 - $45.65 $70.5K - $228K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on Apr 23, 2020
8,876
$12.27 - $29.02 $109K - $258K
RIO
Rio Tinto PLC

Basic Materials
Q1 2020 Filed on Apr 23, 2020
4,000
$36.42 - $60.67 $146K - $243K
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