Peterson Wealth Services Purchases in Q4 2024

Peterson Wealth Services

  • $331 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
10.4K
+ 24.85%
$213.65 - $479.86 $2.22M - $4.98M
52.1K $21M
PLTR
Palantir Technologies Inc.

Technology
52.8K
+ 376807.12%
$36.46 - $82.38 $1.92M - $4.35M
52.8K $3.99M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
6.35K
New
$563.99 - $620.12 $3.58M - $3.94M
6.35K $3.62M
AVGO
Broadcom Inc.

Technology
315
+ 0.56%
$159.67 - $250.0 $50.3K - $78.8K
56.1K $13M
JPM
Jpmorgan Chase & CO

Financial Services
4.47K
+ 9.89%
$205.18 - $250.29 $917K - $1.12M
49.6K $11.9M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
33K
+ 1969.95%
$50.0 - $50.27 $1.65M - $1.66M
34.7K $1.74M
ORCL
Oracle Corp

Technology
8.83K
New
$165.41 - $192.43 $1.46M - $1.7M
8.83K $1.47M
O
Realty Income Corp

Real Estate
27.4K
New
$51.76 - $64.71 $1.42M - $1.77M
27.4K $1.46M
V
Visa Inc.

Financial Services
396
+ 1.84%
$273.87 - $320.91 $108K - $127K
21.9K $6.91M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
149
+ 1.89%
$260.53 - $404.79 $38.8K - $60.3K
8.04K $3.08M
STRL
Sterling Construction CO Inc

Industrials
4.95K
New
$142.94 - $199.03 $708K - $985K
4.95K $833K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.96K
+ 13.25%
$442.29 - $483.08 $866K - $946K
16.7K $7.59M
GRMN
Garmin LTD

Technology
18
+ 0.09%
$161.91 - $220.77 $2.91K - $3.97K
19.8K $4.09M
VRT
Vertiv Holdings CO

Industrials
6.79K
New
N/A
6.79K $588K
MUSA
Murphy Usa Inc.

Consumer Cyclical
956
New
$473.11 - $555.48 $452K - $531K
956 $479K
WMT
Walmart Inc.

Consumer Defensive
985
+ 2.88%
$79.1 - $95.7 $77.9K - $94.3K
35.1K $3.18M
CDNS
Cadence Design Systems Inc

Technology
136
+ 1.29%
$249.1 - $324.54 $33.9K - $44.1K
10.7K $3.2M
DRI
Darden Restaurants Inc

Consumer Cyclical
638
+ 6.91%
$155.96 - $188.66 $99.5K - $120K
9.87K $1.84M
HUBS
Hubspot Inc

Technology
90
+ 6.05%
$514.07 - $757.4 $46.3K - $68.2K
1.58K $1.1M
CME
Cme Group Inc.

Financial Services
540
+ 6.63%
$221.17 - $246.02 $119K - $133K
8.69K $2.02M
PCTY
Paylocity Holding Corp

Technology
261
+ 5.51%
$162.14 - $213.79 $42.3K - $55.8K
5K $997K
META
Meta Platforms, Inc.

Communication Services
194
+ 3.56%
$554.08 - $632.68 $107K - $123K
5.65K $3.33M
FCNCA
First Citizens Bancshares Inc

Financial Services
26
+ 4.69%
$1818.92 - $2353.08 $47.3K - $61.2K
580 $1.23M
HQY
Healthequity, Inc.

Healthcare
509
+ 5.09%
$78.18 - $104.65 $39.8K - $53.3K
10.5K $1.01M
GOOGL
Alphabet Inc.

Communication Services
475
+ 13.88%
$161.86 - $196.66 $76.9K - $93.4K
3.9K $737K
CRM
Salesforce, Inc.

Technology
89
+ 4.21%
$270.87 - $367.87 $24.1K - $32.7K
2.21K $737K
AAON
Aaon, Inc.

Industrials
377
+ 3.51%
$106.25 - $140.75 $40.1K - $53.1K
11.1K $1.31M
AEIS
Advanced Energy Industries Inc

Industrials
528
+ 6.53%
$101.71 - $122.72 $53.7K - $64.8K
8.62K $996K
ETN
Eaton Corp PLC

Industrials
230
+ 2.74%
$326.96 - $377.52 $75.2K - $86.8K
8.62K $2.86M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.6K
New
$49.79 - $51.14 $79.8K - $81.9K
1.6K $80K
EW
Edwards Lifesciences Corp

Healthcare
453
+ 10.46%
$64.54 - $75.92 $29.2K - $34.4K
4.78K $354K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.04%
$567.81 - $607.81 $1.14K - $1.22K
5.19K $3.04M
ATKR
Atkore Inc.

Industrials
757
+ 12.43%
$82.02 - $104.45 $62.1K - $79.1K
6.85K $571K
PEG
Public Service Enterprise Group Inc

Utilities
1.04K
+ 14.5%
$81.87 - $94.51 $85.5K - $98.7K
8.25K $696K
APD
Air Products & Chemicals, Inc.

Basic Materials
362
+ 5.0%
$285.5 - $335.62 $103K - $121K
7.61K $2.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
538
+ 10.28%
$55.73 - $66.16 $30K - $35.6K
5.77K $348K
JCI
Johnson Controls International PLC

Industrials
258
+ 1.34%
$74.23 - $86.6 $19.2K - $22.3K
19.4K $1.54M
DXCM
Dexcom Inc

Healthcare
201
+ 7.1%
$65.68 - $81.01 $13.2K - $16.3K
3.03K $235K
TJX
Tjx Companies Inc

Consumer Cyclical
269
+ 7.06%
$112.15 - $127.2 $30.2K - $34.2K
4.08K $492K
AXP
American Express CO

Financial Services
2
+ 0.12%
$267.35 - $305.57 $535 - $611
1.61K $478K
SCHW
Schwab Charles Corp

Financial Services
19
+ 0.5%
$63.31 - $82.85 $1.2K - $1.57K
3.79K $280K
CB
Chubb LTD

Financial Services
544
+ 5.71%
$271.57 - $301.89 $148K - $164K
10.1K $2.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
87
New
$370.24 - $418.94 $32.2K - $36.4K
87 $34K
IWD
Ishares Russell 1000 Val ETF

ETFs
173
New
$183.23 - $199.79 $31.7K - $34.6K
173 $32K
IESC
Ies Holdings, Inc.

Industrials
100
+ 1.25%
$196.89 - $309.86 $19.7K - $31K
8.11K $1.63M
ALL
Allstate Corp

Financial Services
108
+ 8.5%
$181.25 - $208.2 $19.6K - $22.5K
1.38K $265K
SPGI
S&P Global Inc.

Financial Services
67
+ 10.01%
$480.36 - $529.17 $32.2K - $35.5K
736 $366K
BKR
Baker Hughes CO

Energy
400
New
$35.98 - $44.88 $14.4K - $18K
400 $16K
ZION
Zions Bancorporation, National Association

Financial Services
8
+ 0.39%
$45.62 - $61.73 $365 - $494
2.05K $111K
Activity Summary
Buys All Purchases 120 New Holdings 18 Increased Positions 102 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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