Peterson Wealth Services Purchases in Q1 2025

Peterson Wealth Services

  • $321 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
28.4K
+ 84.87%
$369.1 - $427.61 $10.5M - $12.1M
61.8K $22.9M
PM
Philip Morris International Inc.

Consumer Defensive
32.1K
New
$117.15 - $158.79 $3.76M - $5.1M
32.1K $5.09M
PLTR
Palantir Technologies Inc.

Technology
33K
+ 62.61%
$64.98 - $124.62 $2.15M - $4.12M
85.8K $7.24M
COP
Conocophillips

Energy
24.4K
+ 68.09%
$88.6 - $105.85 $2.16M - $2.58M
60.2K $6.32M
ORCL
Oracle Corp

Technology
17.2K
+ 195.17%
$139.81 - $186.47 $2.41M - $3.21M
26.1K $3.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
621
+ 3.71%
$442.66 - $534.52 $275K - $332K
17.4K $9.25M
ASML
Asml Holding Nv

Technology
2.24K
+ 42.37%
$662.63 - $776.99 $1.49M - $1.74M
7.54K $5M
CMI
Cummins Inc

Industrials
3.26K
New
$312.92 - $386.07 $1.02M - $1.26M
3.26K $1.02M
MTDR
Matador Resources CO

Energy
22.9K
+ 61.47%
$44.79 - $63.77 $1.03M - $1.46M
60.1K $3.07M
V
Visa Inc.

Financial Services
252
+ 1.15%
$306.92 - $362.71 $77.3K - $91.4K
22.1K $7.75M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.86K
+ 26.15%
$497.6 - $606.74 $928K - $1.13M
8.99K $4.47M
AGCO
Agco Corp

Industrials
7.69K
New
$88.82 - $106.69 $683K - $820K
7.69K $711K
ZWS
Zurn Water Solutions Corp

Industrials
21.2K
New
$32.38 - $39.44 $687K - $837K
21.2K $699K
POWL
Powell Industries Inc

Industrials
3.57K
New
$155.56 - $311.38 $555K - $1.11M
3.57K $608K
JNJ
Johnson & Johnson

Healthcare
1.87K
+ 14.27%
$142.06 - $167.7 $266K - $314K
15K $2.48M
META
Meta Platforms, Inc.

Communication Services
1.14K
+ 20.15%
$576.36 - $736.67 $656K - $838K
6.79K $3.91M
JPM
Jpmorgan Chase & CO

Financial Services
1.15K
+ 2.32%
$225.19 - $279.95 $260K - $323K
50.8K $12.5M
CB
Chubb LTD

Financial Services
965
+ 9.57%
$257.71 - $301.99 $249K - $291K
11K $3.34M
CME
Cme Group Inc.

Financial Services
983
+ 11.32%
$225.82 - $266.54 $222K - $262K
9.67K $2.57M
UNP
Union Pacific Corp

Industrials
1.6K
+ 9.56%
$225.21 - $254.42 $361K - $408K
18.4K $4.34M
FANG
Diamondback Energy, Inc.

Energy
3.76K
+ 17.46%
$139.9 - $180.18 $525K - $677K
25.3K $4.04M
XOM
Exxon Mobil Corp

Energy
2K
+ 9.03%
$105.44 - $118.93 $211K - $238K
24.1K $2.87M
XSMO
Invesco S&P Smallcap Momentum

ETFs
6.69K
New
$59.97 - $70.03 $401K - $469K
6.69K $419K
O
Realty Income Corp

Real Estate
4.99K
+ 18.22%
$51.67 - $58.49 $258K - $292K
32.4K $1.88M
CNQ
Canadian Natural Resources LTD

Energy
13.7K
+ 8.21%
$26.72 - $32.74 $366K - $449K
181K $5.57M
ZTS
Zoetis Inc.

Healthcare
2.3K
+ 13.71%
$156.48 - $175.67 $360K - $404K
19.1K $3.14M
MDT
Medtronic PLC

Healthcare
2.44K
+ 13.37%
$79.84 - $94.5 $195K - $231K
20.7K $1.86M
UNH
Unitedhealth Group Inc

Healthcare
598
+ 16.02%
$461.52 - $548.18 $276K - $328K
4.33K $2.27M
DRI
Darden Restaurants Inc

Consumer Cyclical
809
+ 8.19%
$180.02 - $208.56 $146K - $169K
10.7K $2.22M
LLY
Eli Lilly & CO

Healthcare
138
+ 3.15%
$725.72 - $929.72 $100K - $128K
4.52K $3.73M
MPC
Marathon Petroleum Corp

Energy
1.46K
+ 8.32%
$134.72 - $159.03 $196K - $232K
19K $2.76M
VZ
Verizon Communications Inc

Communication Services
3.85K
+ 15.0%
$37.81 - $46.49 $146K - $179K
29.5K $1.34M
SYK
Stryker Corp

Healthcare
421
+ 3.28%
$355.18 - $399.9 $150K - $168K
13.2K $4.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.55K
+ 85.5%
$95.85 - $99.25 $245K - $253K
5.54K $547K
APD
Air Products & Chemicals, Inc.

Basic Materials
582
+ 7.65%
$283.24 - $338.07 $165K - $197K
8.19K $2.42M
PEG
Public Service Enterprise Group Inc

Utilities
2K
+ 24.22%
$78.2 - $90.39 $156K - $181K
10.2K $842K
MRK
Merck & Co., Inc.

Healthcare
3.91K
+ 18.18%
$83.01 - $101.02 $324K - $394K
25.4K $2.28M
APH
Amphenol Corp

Technology
2.01K
New
$61.62 - $78.55 $124K - $158K
2.01K $131K
NEE
Nextera Energy Inc

Utilities
1.81K
+ 21.0%
$66.96 - $76.16 $121K - $138K
10.4K $739K
ADI
Analog Devices Inc

Technology
1.03K
+ 12.69%
$201.56 - $243.82 $208K - $252K
9.17K $1.85M
CMCSA
Comcast Corp

Communication Services
3.81K
+ 10.05%
$33.19 - $38.23 $126K - $146K
41.7K $1.54M
MSI
Motorola Solutions, Inc.

Technology
599
+ 8.21%
$411.73 - $482.1 $247K - $289K
7.89K $3.46M
MUSA
Murphy Usa Inc.

Consumer Cyclical
241
+ 25.21%
$435.02 - $515.95 $105K - $124K
1.2K $562K
JCI
Johnson Controls International PLC

Industrials
755
+ 3.88%
$76.12 - $90.6 $57.5K - $68.4K
20.2K $1.62M
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.85K
New
$21.28 - $35.62 $39.4K - $65.9K
1.85K $65K
CVX
Chevron Corp

Energy
4
+ 0.25%
$146.71 - $167.97 $587 - $672
1.62K $270K
WMT
Walmart Inc.

Consumer Defensive
1.43K
+ 4.05%
$84.5 - $105.05 $120K - $150K
36.6K $3.21M
ISRG
Intuitive Surgical Inc

Healthcare
81
+ 36.49%
$476.63 - $610.45 $38.6K - $49.4K
303 $150K
VFH
Vanguard Financial ETF

ETFs
171
+ 30.98%
$114.07 - $127.34 $19.5K - $21.8K
723 $86K
Activity Summary
Buys All Purchases 98 New Holdings 14 Increased Positions 84 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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