Peterson Wealth Services Purchases and Sells in Q2 2025

Peterson Wealth Services

$362 Million
Q2 2025

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	611 + 0.41%	$94.31 - $157.99 $57.6K - $96.5K	148K $23.4M
TSLA	8.41K + 22.97%	$221.86 - $362.89 $1.87M - $3.05M	45K $14.3M
AVGO	402 + 0.93%	$146.29 - $275.65 $58.8K - $111K	43.4K $12M
FIX	93 + 0.49%	$296.51 - $536.21 $27.6K - $49.9K	19.2K $10.3M
JPM	344 + 0.68%	$210.28 - $289.91 $72.3K - $99.7K	51.1K $14.8M
MSFT	271 + 1.64%	$354.56 - $497.45 $96.1K - $135K	16.7K $8.33M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCD	11.5K New	$285.55 - $321.23 $3.3M - $3.71M	11.5K $3.37M
EXR	3.55K New	$126.61 - $152.99 $450K - $544K	3.55K $524K
IDCC	2K New	$183.37 - $234.7 $367K - $470K	2K $448K
HSY	20 New	$151.29 - $173.13 $3.03K - $3.46K	20 $3K
NUE	25 New	$103.22 - $131.43 $2.58K - $3.29K	25 $3K
BABA	10 New	$99.37 - $134.05 $994 - $1.34K	10 $1K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMO	-8.63K - 95.92%	$390.26 - $489.06 $3.37M - $4.22M	367 $148K
ZTS	-17.8K - 93.47%	$144.41 - $170.3 $2.58M - $3.04M	1.25K $194K
AAPL	-2.56K - 2.56%	$172.42 - $223.89 $441K - $572K	97.4K $20M
WLK	-6.56K - 99.65%	$69.83 - $102.01 $458K - $669K	23 $1K
MUSA	-1.19K - 99.75%	$388.56 - $520.27 $464K - $621K	3 $1K
ONTO	-4.57K - 99.63%	$88.5 - $133.37 $404K - $609K	17 $1K

Activity Summary All Purchases 117 New Holdings 20 Increased Positions 97 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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